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

Download the newest 500 newRiaPulse: Approved (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?status=approved)

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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Records

1,231

Most frequent

- 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)

## How do I get new newRiaPulse: Approved by email?

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

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

## 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 | Included in the full CSV with every column 🔒 Unlock all 500 records → |
| Pts Brokerage, LLC | Included in the full CSV with every column 🔒 Unlock all 500 records → |
| Better Financial Services, LLC | Included in the full CSV with every column 🔒 Unlock all 500 records → |

Browse 35 more matching record reports
- [Herndon Plant Oakley LTD](/report/newriapulse/herndon-plant-oakley-ltd-corpus-christi-tx--ria-44971)
- [Pts Brokerage, LLC](/report/newriapulse/pts-brokerage-llc-mt-laurel-nj--ria-119307)
- [Better Financial Services, LLC](/report/newriapulse/better-financial-services-llc-federal-way-wa--ria-329520)
- [Integrated Wealth Solutions, LLC](/report/newriapulse/integrated-wealth-solutions-llc-york-pa--ria-334422)
- [Burlingame Wealth Management, LLC](/report/newriapulse/burlingame-wealth-management-llc-burlingame-ca--ria-300041)
- [Blue Anchor Wealth Advisors, LLC](/report/newriapulse/blue-anchor-wealth-advisors-llc-ketchikan-ak--ria-307522)
- [Acuta Capital Partners, LLC](/report/newriapulse/acuta-capital-partners-llc-redwood-city-ca--ria-158869)
- [Commonwealth Asset Management LP](/report/newriapulse/commonwealth-asset-management-lp-los-angeles-ca--ria-306098)
- [Hilco Investment Advisors, LLC](/report/newriapulse/hilco-investment-advisors-llc-northbrook-il--ria-300222)
- [Ask Capital Investment Managers](/report/newriapulse/ask-capital-investment-managers-amarillo-tx--ria-287711)
- [Traver Financial Consulting Network Pa](/report/newriapulse/traver-financial-consulting-network-pa-lakewood-ranch-fl--ria-139459)
- [Carlo Capital](/report/newriapulse/carlo-capital--ria-331801)
- [Plettenberg Capital Management, LLC](/report/newriapulse/plettenberg-capital-management-llc-new-york-ny--ria-342946)
- [Arctos Capital Partners Ag](/report/newriapulse/arctos-capital-partners-ag-zurich--ria-342745)
- [Portfolio Advisory Partners](/report/newriapulse/portfolio-advisory-partners-north-brunswick-nj--ria-336215)
- [Zero Labs INC.](/report/newriapulse/zero-labs-inc-san-francisco-ca--ria-343612)
- [Willis Towers Watson Securities, LLC](/report/newriapulse/willis-towers-watson-securities-llc-chicago-il--ria-317602)
- [Ullman Investment Counsel LLC](/report/newriapulse/ullman-investment-counsel-llc-toronto-ontario--ria-342915)
- [Awealth International Ag](/report/newriapulse/awealth-international-ag-zollikon-zh--ria-343883)
- [Mfo Healthcare Partners](/report/newriapulse/mfo-healthcare-partners-boca-raton-fl--ria-343613)
- [Van Soldat Wealth LLC](/report/newriapulse/van-soldat-wealth-llc--ria-343130)
- [Big Rock Advisors LLC](/report/newriapulse/big-rock-advisors-llc-sag-harbor-ny--ria-330067)
- [Sr Abf Advisors LP](/report/newriapulse/sr-abf-advisors-lp-new-york-ny--ria-343630)
- [Aqr Flex Management, LLC](/report/newriapulse/aqr-flex-management-llc-greenwich-ct--ria-342478)
- [Ark Capital Investments LLC](/report/newriapulse/ark-capital-investments-llc-st-petersburg-fl--ria-343735)
- [Bluerock Etf Advisor, LLC](/report/newriapulse/bluerock-etf-advisor-llc-new-york-ny--ria-344162)
- [Milemarker Investment Solutions, LLC](/report/newriapulse/milemarker-investment-solutions-llc-lincoln-ne--ria-343499)
- [Cmk Partners, LLC](/report/newriapulse/cmk-partners-llc-chicago-il--ria-343111)
- [Arc Capital Partners](/report/newriapulse/arc-capital-partners-los-angeles-ca--ria-342797)
- [Covalis Capital LLP](/report/newriapulse/covalis-capital-llp-london--ria-174043)
- [Gatsby Management, LLC](/report/newriapulse/gatsby-management-llc--ria-334518)
- [Quaero Capital Sa](/report/newriapulse/quaero-capital-sa-geneva--ria-285690)
- [Pearson Financial Services](/report/newriapulse/pearson-financial-services-dennis-ma--ria-130143)
- [Covalis (Gibraltar) Limited](/report/newriapulse/covalis-gibraltar-limited-midtown-queensway--ria-311614)
- [Corrum Capital Management LLC](/report/newriapulse/corrum-capital-management-llc-charlotte-nc--ria-338387)

More records in this hub: [page 2](/hub/newriapulse/status/approved/page/2) · [page 3](/hub/newriapulse/status/approved/page/3) · [page 4](/hub/newriapulse/status/approved/page/4)

[Browse all NewRiaPulse record reports](/hub/newriapulse/records)

## 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) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$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

[In 120-day approval window (219)](/hub/newriapulse/status/pending)

## 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](/feed/newriapulse.xml)

## Often used together

- [FormDPulse](/formdpulse)
- [IpoFilingPulse](/v/ipofilingpulse)
- [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse)
- [EvChargerProgramAudit](/evchargerprogramaudit)
- [AccessPulse](/accesspulse)
- [OidcConfigAudit](/oidcconfigaudit)