NewRiaPulse: $100M-$500M
908 newRiaPulse: $100M-$500M are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2026-01-15 to 2026-10-01; the most frequent is Legacy Partners Financial Group, LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
908 records from SEC monthly roster of registered investment advisers (Form ADV data) (the 500 newest are listed here), dated 2026-01-15 to 2026-10-01. Most frequent: Legacy Partners Financial Group, LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Legacy Partners Financial Group, LLC (1)
- Johnston Investment Counsel, LTD. (1)
- Diversified Wealth Advisors, LLC (1)
- Knecht Capital Management, LLC (1)
- Crosspoint Capital Management (1)
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What are the top newRiaPulse: $100M-$500M right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Legacy Partners Financial Group, LLC | $107,628,538 | 517 | Woodstock |
| Johnston Investment Counsel, LTD. | $124,954,747 | 305 | Peoria |
| Diversified Wealth Advisors, LLC | $138,000,000 | 691 | Kansas City |
| Knecht Capital Management, LLC | $116,001,805 | 287 | |
| Crosspoint Capital Management | $117,000,000 | 288 | Orinda |
| Crafted Finance, LLC | $102,917,708 | 472 | |
| Leonard Advisory Group LLC | $114,057,714 | 622 | Saint Joseph |
| Wealthlynk, INC. | $112,008,547 | 178 | Fallbrook |
| Cs Tomasi Wealth Management | $110,265,442 | 86 | Costa Mesa |
| Wealth Strategies Group | $102,928,253 | 308 | Newport Beach |
| Endeavor Advisors LLC | $114,442,318 | 426 | Phoenix |
| Herndon Plant Oakley LTD | $155,401,000 | 286 | Corpus Christi |
| Pts Brokerage, LLC | $131,700,000 | 700 | Mt. Laurel |
| Better Financial Services, LLC | $110,750,000 | 170 | Federal Way |
| Integrated Wealth Solutions, LLC | $114,000,000 | 883 | York |
| Burlingame Wealth Management, LLC | 🔒 Unlock all 500 records → | ||
| Blue Anchor Wealth Advisors, LLC | 🔒 Unlock all 500 records → | ||
| Acuta Capital Partners, LLC | 🔒 Unlock all 500 records → | ||
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Which related categories and locations should I check?
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Browse by registration status
Approved (1231) In 120-day approval window (219)
Frequently asked questions
How many newRiaPulse: $100M-$500M are listed?
908 records from SEC monthly roster of registered investment advisers (Form ADV data) (the 500 newest are shown on this page), last refreshed automatically. The most recent is dated 2026-10-01.
Can I get alerts for $100M-$500M?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records