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- Page 4

# NewRiaPulse: all 1,000 record reports, page 4 of 5

Every NewRiaPulse record report, 200 per page, grouped by state. Records 601 to 800: River Raisin Investment Partners, INC.: new SEC registration, $164M AUM, Monroe, MI to The O.H.I.O. Fund: new SEC registration, $475M AUM, Cleveland, OH. Source: SEC monthly roster of registered investment advisers (Form ADV data).

[1](/hub/newriapulse/records) [2](/hub/newriapulse/records/2) [3](/hub/newriapulse/records/3) 4 [5](/hub/newriapulse/records/5)

## Michigan

- [River Raisin Investment Partners, INC.: new SEC registration, $164M AUM, Monroe, MI](/report/newriapulse/river-raisin-investment-partners-inc-monroe-mi--ria-298014)
- [Solyco Capital LLC: new SEC registration, $220M AUM, Rochester, MI](/report/newriapulse/solyco-capital-llc-rochester-mi--ria-338113)
- [Solyco Wealth LLC: new SEC registration, $116M AUM, Birmingham, MI](/report/newriapulse/solyco-wealth-llc-birmingham-mi--ria-314981)
- [Star Wealth Management Corporation: new SEC registration, $156M AUM, Bingham Farms, MI](/report/newriapulse/star-wealth-management-corporation-bingham-farms-mi--ria-341885)
- [Streamsong Advisors, LLC: new SEC registration, $124M AUM, Grand Rapids, MI](/report/newriapulse/streamsong-advisors-llc-grand-rapids-mi--ria-168250)
- [Strickler Investment Services, LLC: new SEC registration, $107M AUM, Brighton, MI](/report/newriapulse/strickler-investment-services-llc-brighton-mi--ria-332778)
- [Uhy Wealth Management RIA LLC: new SEC registration, $103M AUM, Farmington Hills, MI](/report/newriapulse/uhy-wealth-management-ria-llc-farmington-hills-mi--ria-317608)
- [Vertrix Wealth Management, LLC: new SEC registration, $343M AUM, Troy, MI](/report/newriapulse/vertrix-wealth-management-llc-troy-mi--ria-339547)
- [Wealth Ease Wealth Management: new SEC registration, $132M AUM, Marshall, MI](/report/newriapulse/wealth-ease-wealth-management-marshall-mi--ria-332595)

## Minnesota

- [Abens Financial Services INC: new SEC registration, $120M AUM, Edina, MN](/report/newriapulse/abens-financial-services-inc-edina-mn--ria-106604)
- [Advisory Solutions Group: new SEC registration, $408M AUM, Plymouth, MN](/report/newriapulse/advisory-solutions-group-plymouth-mn--ria-339919)
- [Boulevard: new SEC registration, $119M AUM, Bloomington, MN](/report/newriapulse/boulevard-bloomington-mn--ria-164423)
- [Colleen Weber Cpa, LLC: new SEC registration, $121M AUM, Chanhassen, MN](/report/newriapulse/colleen-weber-cpa-llc-chanhassen-mn--ria-133181)
- [Financial Empowerment LLC: new SEC registration, $126M AUM, Burnsville, MN](/report/newriapulse/financial-empowerment-llc-burnsville-mn--ria-131425)
- [North Compass Financial Advisors, LLC: new SEC registration, $146M AUM, Grand Rapids, MN](/report/newriapulse/north-compass-financial-advisors-llc-grand-rapids-mn--ria-146626)
- [Superior Financial, LLC: new SEC registration, $112M AUM, Rochester, MN](/report/newriapulse/superior-financial-llc-rochester-mn--ria-148326)
- [Twin Cities Retirement Group: new SEC registration, $145M AUM, Plymouth, MN](/report/newriapulse/twin-cities-retirement-group-plymouth-mn--ria-154974)
- [Underdog Wealth Management, LLC: new SEC registration, $112M AUM, Maple Grove, MN](/report/newriapulse/underdog-wealth-management-llc-maple-grove-mn--ria-152998)
- [Vera Lake Capital, LLC: new SEC registration, $180M AUM, Edina, MN](/report/newriapulse/vera-lake-capital-llc-edina-mn--ria-341142)

## Mississippi

- [Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv): new SEC registration, $141M AUM, Oxford, MS](/report/newriapulse/fruge-capital-advisors-llc-formerly-oxford-investment-adv-oxford-ms--ria-149447)
- [Lee-Way Financial Services, INC: new SEC registration, $132M AUM, Hattiesburg, MS](/report/newriapulse/lee-way-financial-services-inc-hattiesburg-ms--ria-113983)

## Missouri

- [Commercial Trust Financial Services: new SEC registration, $204M AUM, Fayette, MO](/report/newriapulse/commercial-trust-financial-services-fayette-mo--ria-337704)
- [Cultivation Capital, LLC: new SEC registration, $416M AUM, St. Louis, MO](/report/newriapulse/cultivation-capital-llc-st-louis-mo--ria-168734)
- [Diversified Wealth Advisors, LLC: new SEC registration, $138M AUM, Kansas City, MO](/report/newriapulse/diversified-wealth-advisors-llc-kansas-city-mo--ria-311903)
- [Divvi Wealth Management: new SEC registration, $127M AUM, Kansas City, MO](/report/newriapulse/divvi-wealth-management-kansas-city-mo--ria-318241)
- [Laminar Wealth LLC: new SEC registration, $132M AUM, Clayton, MO](/report/newriapulse/laminar-wealth-llc-clayton-mo--ria-167867)
- [Lang & Becker, INC.: new SEC registration, $123M AUM, Washington, MO](/report/newriapulse/lang-and-becker-inc-washington-mo--ria-137346)
- [Moelis Asset Catalyst Partners: new SEC registration, $288M AUM, St Louis, MO](/report/newriapulse/moelis-asset-catalyst-partners-st-louis-mo--ria-327289)
- [Ninth Avenue Capital, LP: new SEC registration, $536M AUM, Kansas City, MO](/report/newriapulse/ninth-avenue-capital-lp-kansas-city-mo--ria-337730)
- [Ryan Poage & Co.: new SEC registration, $114M AUM, Kansas City, MO](/report/newriapulse/ryan-poage-and-co-kansas-city-mo--ria-157432)
- [Tbg-Bedford Group LLC: new SEC registration, $758M AUM, Saint Louis, MO](/report/newriapulse/tbg-bedford-group-llc-saint-louis-mo--ria-341573)
- [Ten Peaks Partners L.L.C.: new SEC registration, $109M AUM, Clayton, MO](/report/newriapulse/ten-peaks-partners-l-l-c-clayton-mo--ria-169364)
- [Virtus Financial Group: new SEC registration, $119M AUM, Olivette, MO](/report/newriapulse/virtus-financial-group-olivette-mo--ria-317832)

## Montana

- [Willow Creek Capital Management, INC.: new SEC registration, $280M AUM, Missoula, MT](/report/newriapulse/willow-creek-capital-management-inc-missoula-mt--ria-333911)

## Nebraska

- [Financial Design Group, LLC: new SEC registration, $113M AUM, Lavista, NE](/report/newriapulse/financial-design-group-llc-lavista-ne--ria-316103)
- [Oldfather Financial Services: new SEC registration, $556M AUM, Kearney, NE](/report/newriapulse/oldfather-financial-services-kearney-ne--ria-339739)
- [R2 Wealth Management Partners: new SEC registration, $236M AUM, Lincoln, NE](/report/newriapulse/r2-wealth-management-partners-lincoln-ne--ria-338490)

## Nevada

- [Dx Advisors LLC: new SEC registration, $753M AUM, Las Vegas, NV](/report/newriapulse/dx-advisors-llc-las-vegas-nv--ria-341725)
- [Holm & Cawley Financial Group LLC: new SEC registration, $129M AUM, Las Vegas, NV](/report/newriapulse/holm-and-cawley-financial-group-llc-las-vegas-nv--ria-150601)
- [Powerhouse Financial Advisors, INC.: new SEC registration, $108M AUM, Minden, NV](/report/newriapulse/powerhouse-financial-advisors-inc-minden-nv--ria-338952)
- [Rjj Pasadena Securities, INC.: new SEC registration, $115M AUM, Henderson, NV](/report/newriapulse/rjj-pasadena-securities-inc-henderson-nv--ria-8425)
- [Sahara Investment Group: new SEC registration, $218M AUM, Las Vegas, NV](/report/newriapulse/sahara-investment-group-las-vegas-nv--ria-341135)
- [Sierra Management Group: new SEC registration, $127M AUM, Reno, NV](/report/newriapulse/sierra-management-group-reno-nv--ria-307227)

## New Hampshire

- [Gassman Financial LLC: new SEC registration, $113M AUM, Salem, NH](/report/newriapulse/gassman-financial-llc-salem-nh--ria-317204)
- [Mardin Capital Group: new SEC registration, $306M AUM, Rye, NH](/report/newriapulse/mardin-capital-group-rye-nh--ria-342252)
- [Middle Street Capital, LLC: new SEC registration, $132M AUM, Newfields, NH](/report/newriapulse/middle-street-capital-llc-newfields-nh--ria-226513)
- [Saltbox Financial LLC: new SEC registration, $105M AUM, Portsmouth, NH](/report/newriapulse/saltbox-financial-llc-portsmouth-nh--ria-130882)

## New Jersey

- [Anchored Financial Planning LLC: new SEC registration, $183M AUM, West Deptford, NJ](/report/newriapulse/anchored-financial-planning-llc-west-deptford-nj--ria-336537)
- [Bergamot Asset Management LP: new SEC registration, $106M AUM, Princeton, NJ](/report/newriapulse/bergamot-asset-management-lp-princeton-nj--ria-309424)
- [Certum Group: new SEC registration, $276M AUM, Newark, NJ](/report/newriapulse/certum-group-newark-nj--ria-321759)
- [Ciro Capital LLC: new SEC registration, $117M AUM, Jersey City, NJ](/report/newriapulse/ciro-capital-llc-jersey-city-nj--ria-329576)
- [Clear Wave Wealth Management, LLC: new SEC registration, $617M AUM, Red Bank, NJ](/report/newriapulse/clear-wave-wealth-management-llc-red-bank-nj--ria-338582)
- [Diversified Planning Strategies Advisors LLC: new SEC registration, $154M AUM, Roseland, NJ](/report/newriapulse/diversified-planning-strategies-advisors-llc-roseland-nj--ria-321737)
- [Egis Capital Partners LP: new SEC registration, $161M AUM, Summit, NJ](/report/newriapulse/egis-capital-partners-lp-summit-nj--ria-306123)
- [Family Wealth Partners LLC: new SEC registration, $131M AUM, Medford, NJ](/report/newriapulse/family-wealth-partners-llc-medford-nj--ria-304935)
- [First Light Wealth Advisors, LLC: new SEC registration, $116M AUM, Little Falls, NJ](/report/newriapulse/first-light-wealth-advisors-llc-little-falls-nj--ria-291214)
- [Garden State Retirement Specialists, LLC: new SEC registration, $109M AUM, Red Bank, NJ](/report/newriapulse/garden-state-retirement-specialists-llc-red-bank-nj--ria-128414)
- [Md Wealth Advisors INC: new SEC registration, $105M AUM, Cranford, NJ](/report/newriapulse/md-wealth-advisors-inc-cranford-nj--ria-304595)
- [Millstone Financial Group: new SEC registration, $104M AUM, Princeton, NJ](/report/newriapulse/millstone-financial-group-princeton-nj--ria-297882)
- [Mk3 Wealth LLC: new SEC registration, $113M AUM, Cherry Hill, NJ](/report/newriapulse/mk3-wealth-llc-cherry-hill-nj--ria-305760)
- [Nitor Capital Management: new SEC registration, $159M AUM, Englewood Cliffs, NJ](/report/newriapulse/nitor-capital-management-englewood-cliffs-nj--ria-173067)
- [Palante Wealth Advisors, LLC: new SEC registration, $116M AUM, Pennington, NJ](/report/newriapulse/palante-wealth-advisors-llc-pennington-nj--ria-175298)
- [Pts Brokerage, LLC: new SEC registration, $132M AUM, Mt. Laurel, NJ](/report/newriapulse/pts-brokerage-llc-mt-laurel-nj--ria-119307)
- [Revel Wealth Management: new SEC registration, $259M AUM, Elmwood Park, NJ](/report/newriapulse/revel-wealth-management-elmwood-park-nj--ria-340306)
- [Rilex Capital LLC: new SEC registration, $124M AUM, Manasquan, NJ](/report/newriapulse/rilex-capital-llc-manasquan-nj--ria-309783)
- [Sage Residential Management LLC: new SEC registration, $444M AUM, Morristown, NJ](/report/newriapulse/sage-residential-management-llc-morristown-nj--ria-315039)
- [Soryn Ip Capital Management: new SEC registration, $168M AUM, Millburn, NJ](/report/newriapulse/soryn-ip-capital-management-millburn-nj--ria-327452)
- [Steffens Financial Corp: applying for SEC registration, $162M AUM, Byram Township, NJ](/report/newriapulse/steffens-financial-corp-byram-township-nj--ria-342546)
- [Tap Root Capital Management LP: new SEC registration, $297M AUM, Summit, NJ](/report/newriapulse/tap-root-capital-management-lp-summit-nj--ria-334936)
- [West Horizon Capital: new SEC registration, $283M AUM, Princeton, NJ](/report/newriapulse/west-horizon-capital-princeton-nj--ria-337734)

## New York

- [154 Partners Investment Management LLC: new SEC registration, $438M AUM, New York, NY](/report/newriapulse/154-partners-investment-management-llc-new-york-ny--ria-333601)
- [3b1 Partners, LLC: new SEC registration, $392M AUM, New York, NY](/report/newriapulse/3b1-partners-llc-new-york-ny--ria-300835)
- [501 North, LLC: new SEC registration, $329M AUM, New York, NY](/report/newriapulse/501-north-llc-new-york-ny--ria-338118)
- [A.G.P. Asset Management LLC: new SEC registration, $144M AUM, New York, NY](/report/newriapulse/a-g-p-asset-management-llc-new-york-ny--ria-339720)
- [Access Ventures: new SEC registration, $1,879M AUM, New York, NY](/report/newriapulse/access-ventures-new-york-ny--ria-331222)
- [Acp Venture Capital Management Fund LLC: new SEC registration, $786M AUM, Hauppauge, NY](/report/newriapulse/acp-venture-capital-management-fund-llc-hauppauge-ny--ria-298029)
- [Ag Dillon Asset Management LP: new SEC registration, $262M AUM, New York, NY](/report/newriapulse/ag-dillon-asset-management-lp-new-york-ny--ria-328384)
- [Alesco Advisors, LLC, An Esl Company: new SEC registration, $5,611M AUM, Pittsford, NY](/report/newriapulse/alesco-advisors-llc-an-esl-company-pittsford-ny--ria-339091)
- [Alpha Partners Management, LLC: new SEC registration, $538M AUM, New York, NY](/report/newriapulse/alpha-partners-management-llc-new-york-ny--ria-286141)
- [Amber Road Investors LP: applying for SEC registration, $107M AUM, New York, NY](/report/newriapulse/amber-road-investors-lp-new-york-ny--ria-342249)
- [Arc24 Management, LP: new SEC registration, $180M AUM, New York, NY](/report/newriapulse/arc24-management-lp-new-york-ny--ria-331983)
- [Argo Infrastructure Management, LP: new SEC registration, $134M AUM, New York, NY](/report/newriapulse/argo-infrastructure-management-lp-new-york-ny--ria-335508)
- [Arrow Capital Management, LLC: new SEC registration, $175M AUM, New York, NY](/report/newriapulse/arrow-capital-management-llc-new-york-ny--ria-165190)
- [Aureon Management LLC: new SEC registration, $481M AUM, New York, NY](/report/newriapulse/aureon-management-llc-new-york-ny--ria-338348)
- [Avicene: new SEC registration, $256M AUM, New York, NY](/report/newriapulse/avicene-new-york-ny--ria-339617)
- [Ballast Equity Partners Management Company, LLC: new SEC registration, $112M AUM, New York, NY](/report/newriapulse/ballast-equity-partners-management-company-llc-new-york-ny--ria-330189)
- [Blue Horizon Equity, INC.: new SEC registration, $746M AUM, Pittsford, NY](/report/newriapulse/blue-horizon-equity-inc-pittsford-ny--ria-341095)
- [Bonaccord Capital Partners: new SEC registration, $4,190M AUM, New York, NY](/report/newriapulse/bonaccord-capital-partners-new-york-ny--ria-316716)
- [Breyta Capital Partners: new SEC registration, $378M AUM, Brooklyn, NY](/report/newriapulse/breyta-capital-partners-brooklyn-ny--ria-326510)
- [Buttonwood Group Advisors LLC: new SEC registration, $240M AUM, Uniondale, NY](/report/newriapulse/buttonwood-group-advisors-llc-uniondale-ny--ria-173608)
- [Churchill Ncpe Advisor LLC: new SEC registration, $259M AUM, New York, NY](/report/newriapulse/churchill-ncpe-advisor-llc-new-york-ny--ria-338431)
- [Clara Vista Management Company LLC: new SEC registration, $169M AUM, New York, NY](/report/newriapulse/clara-vista-management-company-llc-new-york-ny--ria-335893)
- [Cleanhill Partners: new SEC registration, $184M AUM, New York, NY](/report/newriapulse/cleanhill-partners-new-york-ny--ria-338398)
- [Coefficient Capital: new SEC registration, $735M AUM, New York, NY](/report/newriapulse/coefficient-capital-new-york-ny--ria-299097)
- [Collaborative Fund Management LLC: new SEC registration, $1,844M AUM, New York, NY](/report/newriapulse/collaborative-fund-management-llc-new-york-ny--ria-167366)
- [Compound Advisors, LLC: new SEC registration, $732M AUM, New York, NY](/report/newriapulse/compound-advisors-llc-new-york-ny--ria-165300)
- [Crownstone Advisory & Investment Corp: new SEC registration, $3,000M AUM, New York, NY](/report/newriapulse/crownstone-advisory-and-investment-corp-new-york-ny--ria-339959)
- [Cypress Ridge Capital, L.P.: new SEC registration, $194M AUM, New York, NY](/report/newriapulse/cypress-ridge-capital-l-p-new-york-ny--ria-322529)
- [Dawson Partners: applying for SEC registration, $999M AUM, New York, NY](/report/newriapulse/dawson-partners-new-york-ny--ria-339430)
- [Definition Capital: new SEC registration, $792M AUM, New York, NY](/report/newriapulse/definition-capital-new-york-ny--ria-321942)
- [Develop Capital Partners, LP.: new SEC registration, $940M AUM, Pittsford, NY](/report/newriapulse/develop-capital-partners-lp-pittsford-ny--ria-338965)
- [Dominari Im LLC: new SEC registration, $273M AUM, New York, NY](/report/newriapulse/dominari-im-llc-new-york-ny--ria-334275)
- [Era Global Technologies: new SEC registration, $260M AUM, New York, NY](/report/newriapulse/era-global-technologies-new-york-ny--ria-339601)
- [F3 Partners LLC: new SEC registration, $205M AUM, New York, NY](/report/newriapulse/f3-partners-llc-new-york-ny--ria-333302)
- [Factorpoint Planning, LLC: new SEC registration, $288M AUM, Pittsford, NY](/report/newriapulse/factorpoint-planning-llc-pittsford-ny--ria-341229)
- [Fincadia Advisors LLC: new SEC registration, $1,004M AUM, Melville, NY](/report/newriapulse/fincadia-advisors-llc-melville-ny--ria-338396)
- [Four Lion Capital, LP: new SEC registration, $143M AUM, New York, NY](/report/newriapulse/four-lion-capital-lp-new-york-ny--ria-333602)
- [Gdev Management, LLC: new SEC registration, $460M AUM, New York, NY](/report/newriapulse/gdev-management-llc-new-york-ny--ria-334800)
- [Graphene Capital Management LP: new SEC registration, $238M AUM, New York, NY](/report/newriapulse/graphene-capital-management-lp-new-york-ny--ria-330557)
- [Guggenheim Asset-Backed Finance Company, LLC: new SEC registration, $1,438M AUM, New York, NY](/report/newriapulse/guggenheim-asset-backed-finance-company-llc-new-york-ny--ria-340242)
- [H Squared Management LP: new SEC registration, $152M AUM, New York, NY](/report/newriapulse/h-squared-management-lp-new-york-ny--ria-325633)
- [Hamilton Square Partners Management, LP: new SEC registration, $319M AUM, New York, NY](/report/newriapulse/hamilton-square-partners-management-lp-new-york-ny--ria-338881)
- [Hark Capital Advisors LLC: new SEC registration, $1,547M AUM, New York, NY](/report/newriapulse/hark-capital-advisors-llc-new-york-ny--ria-339318)
- [Harvey Capital Partners, L.P.: new SEC registration, $1,255M AUM, New York, NY](/report/newriapulse/harvey-capital-partners-l-p-new-york-ny--ria-327590)
- [Haybeach Capital Management, LLC: new SEC registration, $173M AUM, Rye, NY](/report/newriapulse/haybeach-capital-management-llc-rye-ny--ria-327539)
- [Hmc Capital Us: new SEC registration, $175M AUM, New York, NY](/report/newriapulse/hmc-capital-us-new-york-ny--ria-306285)
- [Hunters Moon Capital (Us) LP: new SEC registration, $803M AUM, New York, NY](/report/newriapulse/hunters-moon-capital-us-lp-new-york-ny--ria-339386)
- [Imperity Wealth Alliance LLC: new SEC registration, $140M AUM, Melville, NY](/report/newriapulse/imperity-wealth-alliance-llc-melville-ny--ria-339113)
- [Investx Asset Management LLC: new SEC registration, $207M AUM, New York, NY](/report/newriapulse/investx-asset-management-llc-new-york-ny--ria-321985)
- [Ives Hill Wealth Management: applying for SEC registration, $183M AUM, Dewitt, NY](/report/newriapulse/ives-hill-wealth-management-dewitt-ny--ria-341031)
- [Jack Creek Partners LLC: new SEC registration, $809M AUM, New York, NY](/report/newriapulse/jack-creek-partners-llc-new-york-ny--ria-338362)
- [Jones Hill Capital LP: new SEC registration, $642M AUM, New York, NY](/report/newriapulse/jones-hill-capital-lp-new-york-ny--ria-339686)
- [Koehler Asset Management: new SEC registration, $111M AUM, Babylon, NY](/report/newriapulse/koehler-asset-management-babylon-ny--ria-340322)
- [Konektis Capital: new SEC registration, $150M AUM, New York, NY](/report/newriapulse/konektis-capital-new-york-ny--ria-327997)
- [Kr Capital LP: new SEC registration, $792M AUM, New York, NY](/report/newriapulse/kr-capital-lp-new-york-ny--ria-338229)
- [Legeis Capital Advisors, LLC: new SEC registration, $497M AUM, Great Neck, NY](/report/newriapulse/legeis-capital-advisors-llc-great-neck-ny--ria-332943)
- [Lifecapital Partners LLC: new SEC registration, $133M AUM, New York, NY](/report/newriapulse/lifecapital-partners-llc-new-york-ny--ria-337455)
- [Lionhunter Capital Management LLC: new SEC registration, $267M AUM, New York, NY](/report/newriapulse/lionhunter-capital-management-llc-new-york-ny--ria-341117)
- [Manhattan Wealth Management Group: new SEC registration, $153M AUM, New York, NY](/report/newriapulse/manhattan-wealth-management-group-new-york-ny--ria-338376)
- [Marek Capital Management LP: new SEC registration, $422M AUM, New York, NY](/report/newriapulse/marek-capital-management-lp-new-york-ny--ria-333745)
- [Meraki Capital Partners LP: new SEC registration, $585M AUM, New York, NY](/report/newriapulse/meraki-capital-partners-lp-new-york-ny--ria-342245)
- [Millennia Global Investors, LLC: new SEC registration, $516M AUM, New York, NY](/report/newriapulse/millennia-global-investors-llc-new-york-ny--ria-322761)
- [Neostellar Advisors LLC: new SEC registration, $433M AUM, New York, NY](/report/newriapulse/neostellar-advisors-llc-new-york-ny--ria-343216)
- [New Vintage Partners LLC: new SEC registration, $281M AUM, New York, NY](/report/newriapulse/new-vintage-partners-llc-new-york-ny--ria-327559)
- [Nx1 Capital LP: new SEC registration, $2,865M AUM, New York, NY](/report/newriapulse/nx1-capital-lp-new-york-ny--ria-339026)
- [Optimist Ventures LLC: new SEC registration, $311M AUM, New York, NY](/report/newriapulse/optimist-ventures-llc-new-york-ny--ria-337808)
- [Park Road Partners LP: new SEC registration, $691M AUM, New York, NY](/report/newriapulse/park-road-partners-lp-new-york-ny--ria-340991)
- [Park Square Capital USA LP: new SEC registration, $21,108M AUM, New York, NY](/report/newriapulse/park-square-capital-usa-lp-new-york-ny--ria-338573)
- [Prism Planning And Solutions Group: new SEC registration, $157M AUM, White Plains, NY](/report/newriapulse/prism-planning-and-solutions-group-white-plains-ny--ria-340003)
- [Riverwest Investment Management, LLC: new SEC registration, $254M AUM, New York, NY](/report/newriapulse/riverwest-investment-management-llc-new-york-ny--ria-339697)
- [Round2 Investment Partners LLC: new SEC registration, $196M AUM, New York, NY](/report/newriapulse/round2-investment-partners-llc-new-york-ny--ria-326807)
- [S3 Capital Advisors LLC: new SEC registration, $3,640M AUM, New York, NY](/report/newriapulse/s3-capital-advisors-llc-new-york-ny--ria-322956)
- [Schonfeld Wealth Management, LLC: new SEC registration, $133M AUM, Brooklyn, NY](/report/newriapulse/schonfeld-wealth-management-llc-brooklyn-ny--ria-342323)
- [Sciens Water: new SEC registration, $743M AUM, New York, NY](/report/newriapulse/sciens-water-new-york-ny--ria-299986)
- [Serone Capital Management LLC: new SEC registration, $116M AUM, New York, NY](/report/newriapulse/serone-capital-management-llc-new-york-ny--ria-338114)
- [Sharpe Advisors, LLC: new SEC registration, $1,230M AUM, New York, NY](/report/newriapulse/sharpe-advisors-llc-new-york-ny--ria-338664)
- [Shikhara Investment Management LP: new SEC registration, $227M AUM, New York, NY](/report/newriapulse/shikhara-investment-management-lp-new-york-ny--ria-329963)
- [Silver Rock Capital Partners: new SEC registration, $6,828M AUM, New York, NY](/report/newriapulse/silver-rock-capital-partners-new-york-ny--ria-318007)
- [Smbc Asset Management, INC.: new SEC registration, $200M AUM, New York, NY](/report/newriapulse/smbc-asset-management-inc-new-york-ny--ria-109691)
- [Space Capital: new SEC registration, $1,168M AUM, New York, NY](/report/newriapulse/space-capital-new-york-ny--ria-287867)
- [Sportsology Capital Partners: new SEC registration, $156M AUM, New York, NY](/report/newriapulse/sportsology-capital-partners-new-york-ny--ria-328226)
- [Summation Capital Management, L.P.: new SEC registration, $161M AUM, New York, NY](/report/newriapulse/summation-capital-management-l-p-new-york-ny--ria-331645)
- [Tailored Wealth Solutions: new SEC registration, $272M AUM, Saratoga Springs, NY](/report/newriapulse/tailored-wealth-solutions-saratoga-springs-ny--ria-340266)
- [The Operators Fund Investment Management, L.P.: new SEC registration, $303M AUM, New York, NY](/report/newriapulse/the-operators-fund-investment-management-l-p-new-york-ny--ria-340501)
- [Unified Retirement Planning Group: new SEC registration, $197M AUM, Briarcliff Manor, NY](/report/newriapulse/unified-retirement-planning-group-briarcliff-manor-ny--ria-341550)
- [Valliance Asset Management LLC: new SEC registration, $123M AUM, New York, NY](/report/newriapulse/valliance-asset-management-llc-new-york-ny--ria-329927)
- [Valuequest Advisers, LLC: new SEC registration, $401M AUM, New York, NY](/report/newriapulse/valuequest-advisers-llc-new-york-ny--ria-337781)
- [Veneroso Wealth Management: new SEC registration, $299M AUM, Woodbury, NY](/report/newriapulse/veneroso-wealth-management-woodbury-ny--ria-342014)
- [Wellspring Gbl, LLC: new SEC registration, $300M AUM, New York, NY](/report/newriapulse/wellspring-gbl-llc-new-york-ny--ria-312017)

## North Carolina

- [Advisorengine Portfolio Solutions INC.: new SEC registration, $331M AUM, Raleigh, NC](/report/newriapulse/advisorengine-portfolio-solutions-inc-raleigh-nc--ria-336317)
- [Advisorstrust Partners LLC: new SEC registration, $435M AUM, Raleigh, NC](/report/newriapulse/advisorstrust-partners-llc-raleigh-nc--ria-304967)
- [Bp Asset Management INC.: new SEC registration, $155M AUM, Charlotte, NC](/report/newriapulse/bp-asset-management-inc-charlotte-nc--ria-328276)
- [Corrum Capital Management LLC: new SEC registration, $1,392M AUM, Charlotte, NC](/report/newriapulse/corrum-capital-management-llc-charlotte-nc--ria-338387)
- [Gibert Wealth Management: new SEC registration, $316M AUM, Charlotte, NC](/report/newriapulse/gibert-wealth-management-charlotte-nc--ria-341458)
- [Mauney-Pitt Financial Management, INC.: new SEC registration, $418M AUM, Shelby, NC](/report/newriapulse/mauney-pitt-financial-management-inc-shelby-nc--ria-337870)
- [Passport Wealth Management: new SEC registration, $115M AUM, Cornelius, NC](/report/newriapulse/passport-wealth-management-cornelius-nc--ria-297449)
- [Pursuit Wealth Strategies, LLC: new SEC registration, $457M AUM, Raleigh, NC](/report/newriapulse/pursuit-wealth-strategies-llc-raleigh-nc--ria-337709)
- [Thayer Financial, L.L.C.: new SEC registration, $106M AUM, Hickory, NC](/report/newriapulse/thayer-financial-l-l-c-hickory-nc--ria-304729)
- [The Financial Legacy Group: new SEC registration, $107M AUM, Charlotte, NC](/report/newriapulse/the-financial-legacy-group-charlotte-nc--ria-287632)
- [Tolley Financial Group, LLC: new SEC registration, $122M AUM, Raleigh, NC](/report/newriapulse/tolley-financial-group-llc-raleigh-nc--ria-302115)
- [Trg Capital Management, INC.: new SEC registration, $118M AUM, Raleigh, NC](/report/newriapulse/trg-capital-management-inc-raleigh-nc--ria-146674)
- [West Financial Strategies, INC.: new SEC registration, $121M AUM, Sanford, NC](/report/newriapulse/west-financial-strategies-inc-sanford-nc--ria-118241)
- [White Oak Wealth Partners: new SEC registration, $110M AUM, Raleigh, NC](/report/newriapulse/white-oak-wealth-partners-raleigh-nc--ria-317324)

## Ohio

- [Alpha Planning And Financial Services, INC.: new SEC registration, $113M AUM, Solon, OH](/report/newriapulse/alpha-planning-and-financial-services-inc-solon-oh--ria-130842)
- [Arg Private Wealth, LLC: new SEC registration, $280M AUM, Cincinnati, OH](/report/newriapulse/arg-private-wealth-llc-cincinnati-oh--ria-336183)
- [Bison Wealth Management, LLC: new SEC registration, $131M AUM, Lyndhurst, OH](/report/newriapulse/bison-wealth-management-llc-lyndhurst-oh--ria-340724)
- [Blue Jay Financial Group, LLC: new SEC registration, $113M AUM, Defiance, OH](/report/newriapulse/blue-jay-financial-group-llc-defiance-oh--ria-296467)
- [Capstone Wealth Partners: new SEC registration, $115M AUM, Dublin, OH](/report/newriapulse/capstone-wealth-partners-dublin-oh--ria-152524)
- [Claymore Capital Partners: new SEC registration, $184M AUM, Cincinnati, OH](/report/newriapulse/claymore-capital-partners-cincinnati-oh--ria-309944)
- [Cleveland Capital Management, L.L.C.: new SEC registration, $216M AUM, Rocky River, OH](/report/newriapulse/cleveland-capital-management-l-l-c-rocky-river-oh--ria-341686)
- [Colburn Wealth Management, LLC: new SEC registration, $116M AUM, Grove City, OH](/report/newriapulse/colburn-wealth-management-llc-grove-city-oh--ria-157870)
- [Columbus Street Wealth Management, LLC: new SEC registration, $145M AUM, Dublin, OH](/report/newriapulse/columbus-street-wealth-management-llc-dublin-oh--ria-301788)
- [Cox & Cook Wealth Advisors: new SEC registration, $120M AUM, Dublin, OH](/report/newriapulse/cox-and-cook-wealth-advisors-dublin-oh--ria-173691)
- [Drive Capital LLC: new SEC registration, $4,383M AUM, Columbus, OH](/report/newriapulse/drive-capital-llc-columbus-oh--ria-169002)
- [Egsi Investment Management: new SEC registration, $145M AUM, Dublin, OH](/report/newriapulse/egsi-investment-management-dublin-oh--ria-171488)
- [Finish Well RIA LLC: new SEC registration, $109M AUM, Columbus, OH](/report/newriapulse/finish-well-ria-llc-columbus-oh--ria-321957)
- [Gudorf Financial Group, LLC: new SEC registration, $121M AUM, Dayton, OH](/report/newriapulse/gudorf-financial-group-llc-dayton-oh--ria-339836)
- [Independence Capital Co., INC.: new SEC registration, $119M AUM, Parma, OH](/report/newriapulse/independence-capital-co-inc-parma-oh--ria-24723)
- [Lincoln Douglas Investments, LLC: new SEC registration, $131M AUM, Mount Vernon, OH](/report/newriapulse/lincoln-douglas-investments-llc-mount-vernon-oh--ria-155578)
- [Mediate Financial Investment Advisory Services, LLC: new SEC registration, $106M AUM, Canfield, OH](/report/newriapulse/mediate-financial-investment-advisory-services-llc-canfield-oh--ria-158134)
- [Messmer Capital Advisors LLC: new SEC registration, $130M AUM, Milford, OH](/report/newriapulse/messmer-capital-advisors-llc-milford-oh--ria-305387)
- [Oda And Company, INC.: new SEC registration, $126M AUM, Medina, OH](/report/newriapulse/oda-and-company-inc-medina-oh--ria-119952)
- [Quest Wealth Solutions, INC.: new SEC registration, $215M AUM, Mansfield, OH](/report/newriapulse/quest-wealth-solutions-inc-mansfield-oh--ria-341599)
- [Ross Wealth Advisors, LLC: new SEC registration, $140M AUM, Columbus, OH](/report/newriapulse/ross-wealth-advisors-llc-columbus-oh--ria-304359)
- [S.C. Thomas & Associates, Cpa, LLC: new SEC registration, $105M AUM, Medina, OH](/report/newriapulse/s-c-thomas-and-associates-cpa-llc-medina-oh--ria-121666)
- [Sabre Asset Management LLC: new SEC registration, $127M AUM, Pepper Pike, OH](/report/newriapulse/sabre-asset-management-llc-pepper-pike-oh--ria-288889)
- [Scofield & Company, LLC: new SEC registration, $114M AUM, Fairlawn, OH](/report/newriapulse/scofield-and-company-llc-fairlawn-oh--ria-105589)
- [Strong Investment Management, LLC: new SEC registration, $112M AUM, Canton, OH](/report/newriapulse/strong-investment-management-llc-canton-oh--ria-289309)
- [The Connor Group Fund Manager, LLC: new SEC registration, $494M AUM, Miamisburg, OH](/report/newriapulse/the-connor-group-fund-manager-llc-miamisburg-oh--ria-342266)
- [The O.H.I.O. Fund: new SEC registration, $475M AUM, Cleveland, OH](/report/newriapulse/the-o-h-i-o-fund-cleveland-oh--ria-330178)

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