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# 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation

Download the newest 500 newRiaPulse: $100M-$500M (CSV) — $4.99 →

Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe

[Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?aum=100)

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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Records

908

Most frequent

- 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)

## How do I get new newRiaPulse: $100M-$500M by email?

Search, filter and export these records, or get alerts when new ones appear.

[Search and filter](/v/newriapulse?aum=100) [Watch this exact filter](/v/newriapulse?aum=100#more-ways) [See alert plans](/v/newriapulse#pricing)

## 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 | Included in the full CSV with every column 🔒 Unlock all 500 records → |
| Blue Anchor Wealth Advisors, LLC | Included in the full CSV with every column 🔒 Unlock all 500 records → |
| Acuta Capital Partners, LLC | Included in the full CSV with every column 🔒 Unlock all 500 records → |

Browse 35 more matching record reports
- [Burlingame Wealth Management, LLC](/report/newriapulse/burlingame-wealth-management-llc-burlingame-ca--ria-300041)
- [Blue Anchor Wealth Advisors, LLC](/report/newriapulse/blue-anchor-wealth-advisors-llc-ketchikan-ak--ria-307522)
- [Acuta Capital Partners, LLC](/report/newriapulse/acuta-capital-partners-llc-redwood-city-ca--ria-158869)
- [Commonwealth Asset Management LP](/report/newriapulse/commonwealth-asset-management-lp-los-angeles-ca--ria-306098)
- [Hilco Investment Advisors, LLC](/report/newriapulse/hilco-investment-advisors-llc-northbrook-il--ria-300222)
- [Ask Capital Investment Managers](/report/newriapulse/ask-capital-investment-managers-amarillo-tx--ria-287711)
- [Traver Financial Consulting Network Pa](/report/newriapulse/traver-financial-consulting-network-pa-lakewood-ranch-fl--ria-139459)
- [Carlo Capital](/report/newriapulse/carlo-capital--ria-331801)
- [Steffens Financial Corp](/report/newriapulse/steffens-financial-corp-byram-township-nj--ria-342546)
- [Amber Road Investors LP](/report/newriapulse/amber-road-investors-lp-new-york-ny--ria-342249)
- [Kaleido Capital Partners Limited](/report/newriapulse/kaleido-capital-partners-limited-hong-kong--ria-342284)
- [Silver Birch Financial LLC](/report/newriapulse/silver-birch-financial-llc--ria-341785)
- [Jc Capital Advisors Group LLC](/report/newriapulse/jc-capital-advisors-group-llc-stamford-ct--ria-339298)
- [Fundsmith Partners Us LLC](/report/newriapulse/fundsmith-partners-us-llc-stamford-ct--ria-343726)
- [Ives Hill Wealth Management](/report/newriapulse/ives-hill-wealth-management-dewitt-ny--ria-341031)
- [Olive Partners Management](/report/newriapulse/olive-partners-management-palo-alto-ca--ria-335855)
- [Blue Orca, LLC](/report/newriapulse/blue-orca-llc-austin-tx--ria-311503)
- [Almega Wealth Management](/report/newriapulse/almega-wealth-management-scottsdale-az--ria-316840)
- [Murray Securities, INC.](/report/newriapulse/murray-securities-inc-tyler-tx--ria-142783)
- [Eagle Financial Advisors, LLC](/report/newriapulse/eagle-financial-advisors-llc-frisco-tx--ria-167696)
- [Kuhn Wealth Management INC.](/report/newriapulse/kuhn-wealth-management-inc-schaumburg-il--ria-168727)
- [Kroeger Financial Partners](/report/newriapulse/kroeger-financial-partners-grass-valley-ca--ria-175113)
- [Rivonia Road Capital LLC](/report/newriapulse/rivonia-road-capital-llc-santa-monica-ca--ria-296295)
- [Islander Capital Partners, L.P.](/report/newriapulse/islander-capital-partners-l-p-san-francisco-ca--ria-326856)
- [Pelican Advisory LLC](/report/newriapulse/pelican-advisory-llc-covington-la--ria-330658)
- [Exponent Wealth LLC](/report/newriapulse/exponent-wealth-llc-orem-ut--ria-334968)
- [Green Ocean Global Advisors LLC](/report/newriapulse/green-ocean-global-advisors-llc-san-francisco-ca--ria-321145)
- [Afs Wealth Management, LLC](/report/newriapulse/afs-wealth-management-llc-farmington-hills-mi--ria-287832)
- [Snyder Asset Management, LLC](/report/newriapulse/snyder-asset-management-llc-hunt-valley-md--ria-290450)
- [Twin Rivers Wealth Management](/report/newriapulse/twin-rivers-wealth-management-sacramento-ca--ria-305773)
- [Cb Capital LLC](/report/newriapulse/cb-capital-llc-north-smithfield-ri--ria-300200)
- [Snow Peak Capital, LLC](/report/newriapulse/snow-peak-capital-llc-broomfield-co--ria-321648)
- [Engage Wealth Advisors, LLC](/report/newriapulse/engage-wealth-advisors-llc-overland-park-ks--ria-289996)
- [F3 Partners LLC](/report/newriapulse/f3-partners-llc-new-york-ny--ria-333302)
- [Broad Reach Retail Partners LLC](/report/newriapulse/broad-reach-retail-partners-llc-millersville-md--ria-340702)

More records in this hub: [page 2](/hub/newriapulse/aum/100/page/2) · [page 3](/hub/newriapulse/aum/100/page/3) · [page 4](/hub/newriapulse/aum/100/page/4)

[Browse all NewRiaPulse record reports](/hub/newriapulse/records)

## Which related categories and locations should I check?

### Browse by assets under management

[Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000)

### Browse by state

[New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne)

### Browse by registration status

[Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending)

## 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](/feed/newriapulse.xml)

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