NewRiaPulse: records in Delaware
5 newRiaPulse: records in Delaware are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-19 to 2026-09-02; the most frequent is Back Bay Financial Planning & Investments 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
5 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-19 to 2026-09-02. Most frequent: Back Bay Financial Planning & Investments (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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- Back Bay Financial Planning & Investments (1)
- Morningside Asset Management (1)
- Coinedly LLC (1)
- 8figures (1)
- Cagr Finance LLC (1)
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What are the top newRiaPulse: records in Delaware right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Back Bay Financial Planning & Investments | $120,474,144 | 286 | Bethany Beach |
| Morningside Asset Management | $135,571,550 | 8 | Wilmington |
| Coinedly LLC | Dover | ||
| 8figures | Dover | ||
| Cagr Finance LLC | $31,840 | 3 | Lewes |
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Approved (1231) In 120-day approval window (219)
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Frequently asked questions
How many newRiaPulse: records in Delaware are listed?
5 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-02.
Can I get alerts for Delaware?
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