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

Download all 71 newRiaPulse: $500M-$1B (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=500)

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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Records

71

Most frequent

- Coefficient Capital (1)
- Sageone Investment Managers LLP (1)
- Whiterock Wealth Design, LLC (1)
- Wealth Intelligently Navigated, LLC (1)
- Dawson Partners (1)

## How do I get new newRiaPulse: $500M-$1B by email?

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

[Search and filter](/v/newriapulse?aum=500) [Watch this exact filter](/v/newriapulse?aum=500#more-ways) [See alert plans](/v/newriapulse#pricing)

## 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 | Included in the full CSV with every column 🔒 Unlock all 71 records → |
| Securitize Capital LLC | Included in the full CSV with every column 🔒 Unlock all 71 records → |
| Emergent Strategic Partners, LLC | Included in the full CSV with every column 🔒 Unlock all 71 records → |

Browse 35 more matching record reports
- [Transition Equity Partners, LLC](/report/newriapulse/transition-equity-partners-llc-chicago-il--ria-324358)
- [Securitize Capital LLC](/report/newriapulse/securitize-capital-llc-miami-fl--ria-315859)
- [Emergent Strategic Partners, LLC](/report/newriapulse/emergent-strategic-partners-llc--ria-333406)
- [Asset Growth Solutions, LLC](/report/newriapulse/asset-growth-solutions-llc-scottsdale-az--ria-342319)
- [Compound Advisors, LLC](/report/newriapulse/compound-advisors-llc-new-york-ny--ria-165300)
- [Millennia Global Investors, LLC](/report/newriapulse/millennia-global-investors-llc-new-york-ny--ria-322761)
- [N10° Wealth](/report/newriapulse/n10-wealth-greenwich-ct--ria-342013)
- [Merritt Point Partners LLC](/report/newriapulse/merritt-point-partners-llc-oakland-ca--ria-298680)
- [Meraki Capital Partners LP](/report/newriapulse/meraki-capital-partners-lp-new-york-ny--ria-342245)
- [Bulletproof Capital, LLC](/report/newriapulse/bulletproof-capital-llc-chicago-il--ria-341136)
- [Intentgen Financial Partners](/report/newriapulse/intentgen-financial-partners-naperville-il--ria-341913)
- [Park Road Partners LP](/report/newriapulse/park-road-partners-lp-new-york-ny--ria-340991)
- [Bridgecreek Financial Group](/report/newriapulse/bridgecreek-financial-group-tulsa-ok--ria-340683)
- [Blue Horizon Equity, INC.](/report/newriapulse/blue-horizon-equity-inc-pittsford-ny--ria-341095)
- [Sciens Water](/report/newriapulse/sciens-water-new-york-ny--ria-299986)
- [Timefolio Asset Management Singapore Pte. LTD.](/report/newriapulse/timefolio-asset-management-singapore-pte-ltd-singapore-singapore--ria-339423)
- [Bicycle Capital](/report/newriapulse/bicycle-capital-coconut-grove-fl--ria-328090)
- [Woodland Wealth Partners](/report/newriapulse/woodland-wealth-partners-pepper-pike-oh--ria-340877)
- [Sagepoint Capital Partners LLC](/report/newriapulse/sagepoint-capital-partners-llc-franklin-tn--ria-339742)
- [Trillium Wealth LLC](/report/newriapulse/trillium-wealth-llc-winter-park-fl--ria-341186)
- [Sc Asesores En Inversiones Independientes Sa De Cv](/report/newriapulse/sc-asesores-en-inversiones-independientes-sa-de-cv-mexico-city--ria-339845)
- [Freif Advisors LLC](/report/newriapulse/freif-advisors-llc-denver-co--ria-340426)
- [Leo Wealth Americas, LLC](/report/newriapulse/leo-wealth-americas-llc-hurst-tx--ria-338799)
- [Prairie Advisory, LLC](/report/newriapulse/prairie-advisory-llc-leawood-ks--ria-339211)
- [Develop Capital Partners, LP.](/report/newriapulse/develop-capital-partners-lp-pittsford-ny--ria-338965)
- [Stonebridge Financial Group](/report/newriapulse/stonebridge-financial-group-san-rafael-ca--ria-340200)
- [Ocean Path Advisors, LLC](/report/newriapulse/ocean-path-advisors-llc-manhattan-beach-ca--ria-338933)
- [Efm Investments & Advisory LLC](/report/newriapulse/efm-investments-and-advisory-llc-portland-or--ria-339744)
- [Venrex Investment Management LLP](/report/newriapulse/venrex-investment-management-llp-london--ria-324009)
- [Hunters Moon Capital (Us) LP](/report/newriapulse/hunters-moon-capital-us-lp-new-york-ny--ria-339386)
- [Alpha Partners Management, LLC](/report/newriapulse/alpha-partners-management-llc-new-york-ny--ria-286141)
- [Williams Asset Management](/report/newriapulse/williams-asset-management-columbia-md--ria-338196)
- [Jones Hill Capital LP](/report/newriapulse/jones-hill-capital-lp-new-york-ny--ria-339686)
- [Robinhood Ventures](/report/newriapulse/robinhood-ventures-menlo-park-ca--ria-339165)
- [Entrepreneur First Investment Manager LLP](/report/newriapulse/entrepreneur-first-investment-manager-llp-london--ria-300402)

## Which related categories and locations should I check?

### Browse by assets under management

[$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$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: $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](/feed/newriapulse.xml)

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