NewRiaPulse: $500M-$1B
71 newRiaPulse: $500M-$1B are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-13 to 2026-10-01; the most frequent is Coefficient Capital 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
71 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-13 to 2026-10-01. Most frequent: Coefficient Capital (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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- Coefficient Capital (1)
- Sageone Investment Managers LLP (1)
- Whiterock Wealth Design, LLC (1)
- Wealth Intelligently Navigated, LLC (1)
- Dawson Partners (1)
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What are the top newRiaPulse: $500M-$1B right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Coefficient Capital | $734,582,867 | 6 | New York |
| Sageone Investment Managers LLP | $690,855,264 | 1113 | Pune |
| Whiterock Wealth Design, LLC | $632,891,285 | 1892 | Fayetteville |
| Wealth Intelligently Navigated, LLC | $532,920,068 | 1552 | Greer |
| Dawson Partners | $999,148,689 | 2 | New York |
| Arc Capital Partners | $862,491,641 | 11 | Los Angeles |
| Gatsby Management, LLC | $921,902,142 | 16 | |
| Pearson Financial Services | $885,000,000 | 1921 | Dennis |
| Banyan Tree Advisors Pvt. LTD. | $561,523,266 | 2089 | Bangalore |
| Florida Atlantic Securities Corp. | $590,035,263 | 74 | Miami |
| Neman Ventures LLC | $853,653,573 | 18 | |
| Multiplier Capital, LLC | $503,015,421 | 4 | Washington |
| Next Horizon Capital | $505,833,411 | 4 | San Francisco |
| Definition Capital | $791,895,131 | 18 | New York |
| Point 41 Capital Partners, L.P. | $562,851,645 | 6 | Cos Cob |
| Transition Equity Partners, LLC | 🔒 Unlock all 71 records → | ||
| Securitize Capital LLC | 🔒 Unlock all 71 records → | ||
| Emergent Strategic Partners, LLC | 🔒 Unlock all 71 records → | ||
Browse 35 more matching record reports
- Transition Equity Partners, LLC
- Securitize Capital LLC
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- Merritt Point Partners LLC
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- Freif Advisors LLC
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- Develop Capital Partners, LP.
- Stonebridge Financial Group
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Which related categories and locations should I check?
Browse by assets under management
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Browse by registration status
Approved (1231) In 120-day approval window (219)
Frequently asked questions
How many newRiaPulse: $500M-$1B are listed?
71 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-10-01.
Can I get alerts for $500M-$1B?
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