NewRiaPulse: Approved
1,231 newRiaPulse: Approved are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-29 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
1,231 records from SEC monthly roster of registered investment advisers (Form ADV data) (the 500 newest are listed here), dated 2025-09-29 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)
- Collaborative Fund Management LLC (1)
- Sageone Investment Managers LLP (1)
- Kare Manager Holdings, L.P. (1)
- Legacy Partners Financial Group, LLC (1)
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What are the top newRiaPulse: Approved right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Coefficient Capital | $734,582,867 | 6 | New York |
| Collaborative Fund Management LLC | $1,843,711,610 | 30 | New York |
| Sageone Investment Managers LLP | $690,855,264 | 1113 | Pune |
| Kare Manager Holdings, L.P. | $19,822,120,793 | 29 | Boca Raton |
| 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 | 🔒 Unlock all 500 records → | ||
| Pts Brokerage, LLC | 🔒 Unlock all 500 records → | ||
| Better Financial Services, LLC | 🔒 Unlock all 500 records → | ||
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More records in this hub: page 2 · page 3 · page 4
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In 120-day approval window (219)
Frequently asked questions
How many newRiaPulse: Approved are listed?
1,231 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 Approved?
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