NewRiaPulse: Approved, page 3 of 4

Records 201 to 350 of the 500 newest listed for this hub. Source: SEC monthly roster of registered investment advisers (Form ADV data).

RecordAUMAccountsCity
Brighton Wealth Management, INC.$131,876,184293Cottonwood Heights
Caregen Wealth Management$109,926,074150San Mateo
Fairway Investment Group, LLC$107,053,3111131East Lansing
Altura Capital$159,538,0004Coral Gables
Altura Private Wealth LLC$129,121,463870Centerville
Structure Wealth Management, LLC$165,701,905714Tampa
Blue Chip Financial Advisors, LLC$104,069,000342East Providence
Crux Capital LTD$427,647,8905Dallas
Oakleigh Wealth Services$102,494,493257Crozet
Howland And Associates, LLC$138,704,93267St Petersburg
Capital Wealth, LLC$115,955,340636Lehi
Back Bay Financial Planning & Investments$120,474,144286Bethany Beach
Haws Financial Planning LLC$105,000,000180Sierra Vista
Integra Wealth Advisors, LLC$117,322,316185Houston
Rcplanners$112,101,511426
Psg Credit Gp, LLC$190,938,7427Columbia
Leh III Management LLC$335,907,1634Englewood
Milne Financial Planning, INC.$111,321,170376Saint Johnsbury
Kmf Investments Management, LLC$145,965,00059
Eden Capital Management, LLC$108,711,208161
Capitol Wealth Management, INC.$111,888,88693Mclean
Imber Financial Group, LLC$106,038,540518Ann Arbor
Swad Wealth Management LLC$111,061,079192Santa Rosa
Independence Capital Co., INC.$118,696,378300Parma
Heaton Financial, Pc$140,139,000660Cedar City
Infinity 8 Investments, LLC$123,937,287171Cupertino
Axia Wealth Management INC$148,002,969484Bend
Hilpan Moxie Wealth Management, LLC$100,359,897264
Redfish Capital$119,000,000170Cypress
Covalence Investment Partners, L.P.$238,357,7145Houston
Cantata Wealth Management, LLC$101,092,094115Coral Gables
Investlinc Wealth Services$115,607,769636Brea
Clara Vista Management Company LLC$169,403,5228New York
Investx Asset Management LLC$206,754,90317New York
Cypress Ridge Capital, L.P.$194,091,8805New York
First Georgetown Securities, INC$115,737,800123Alexandria
The Marin Group INC.$128,065,838147Atlanta
Saltbox Financial LLC$104,556,134212Portsmouth
North Compass Financial Advisors, LLC$145,961,708600Grand Rapids
O'Connor Capital Advisory, LLC$112,136,990120Scottsdale
Sawyer Capital Management$124,876,998106
Numerixs Investment Technologies INC$400,000,0002Chandler
Arcwood Financial, LLC$186,572,80833Phoenix
Seagull Lane Asset Management LLC$207,934,000702Huntington Beach
Armatus Capital Management, LLC$240,970,3003
Sabre Asset Management LLC$127,339,006376Pepper Pike
Sun Mountain Partners, LLC$187,232,66515
Mara River Capital Management, LP$217,659,7554Coral Gables
Las Olas Venture Capital$231,216,49513Fort Lauderdale
Endurance Financial Planning, LLC$101,773,3871364Mcallen
Hmc Capital Us$174,694,3876New York
Meschel Wealth Management LLC$107,462,176433
Engage Wealth Group, LLC$119,515,527266Northfield
3spoke Management, LLC$254,282,05511Irvine
Mytimeequity$183,983,000512Plano
Unless Management LP$252,725,5274Boulder
Mission Trail Capital Management, LLC$214,523,7951Austin
Certum Group$275,619,82210Newark
Champion Hill Labs, LLC$289,112,75326
Level Ventures Management LLC$310,869,51712Sunny Isles Beach
Expect Equity LLC$167,197,4476Pikesville
Advaita Capital LLC$315,742,94113Boston
Balance Capital Partners L.P.$195,719,7252Miami
Erie Street Growth Partners$221,245,1937Chicago
Breyta Capital Partners$377,556,8374Brooklyn
Pontem Investment Management Company$279,146,0002Houston
Swan Investment Partners$334,190,1775Old Greenwich
Highland Rim Capital, L.P.$209,695,7012Nashville
Marathon Management Partners LLC$340,048,4854Beverly Hills
Shenandoah Energy Management, LLC$253,879,3753Highlands Ranch
Squadron Capital Management LLC$385,684,7632Oak Brook
Conifer Infrastructure Partners$164,844,8412Sewickley
Cleanhill Partners$184,411,7908New York
Ndh Opportunity LLC$235,448,4475
Swiss Finance Private Wealth Management LLC$101,191,2743Southbury
Westmont Advisory, LLC$100,000,0007Flower Mound
Wingman Growth Partners$167,230,0321Greenwich
Round2 Investment Partners LLC$196,370,8622New York
154 Partners Investment Management LLC$438,052,3284New York
New Vintage Partners LLC$281,466,78815New York
Monarch Collective$252,049,7382
The Newcastle Network LP$222,774,2092Wellesley
Paladin Partners$198,517,30845Hartland
Colleen Weber Cpa, LLC$120,611,435189Chanhassen
Ncu Investment Solutions$107,551,908373Smithfiled
Trg Capital Management, INC.$118,233,904388Raleigh
Colburn Wealth Management, LLC$116,170,000463Grove City
North Run Capital, LP$334,540,0054Boston
Marnell Management LLC$306,132,8573Farmington Hills
Opulus$104,887,661436Doylestown
Claymore Capital Partners$183,940,0426Cincinnati
Corinthian Wealth Management$131,665,540352San Jose
Maxwell Street Capital Partners, LP$284,297,1774Evanston
Kukui Tree Capital Management LLC$105,200,000100Palo Alto
Counter Global, L.P.$172,658,6361Santa Monica
Ridgeline Capital Management, LLC$228,307,58820Memphis
Nextbio Capital Management LP$305,214,2838Austin
Palm Peak Capital, LLC$400,841,8803Boca Raton
Blueline Capital$240,437,0283San Francisco
Winforest Partners$201,426,4852
Stonepine Capital Management, LLC$181,001,8701Bend
Nitor Capital Management$158,608,57319Englewood Cliffs
Old Vine Capital$167,047,136269
Redeem Wealth Management$118,646,328773Gilbert
Twin Lions Management$215,869,7233Stamford
Dayah Capital LLC$264,841,9307Stamford
Spice Expeditions, LP$195,873,0336Westport
Aeternitas Investment Management, LLC$172,503,17967Yardley
Ravenstone Capital Management INC.$370,890,8731985Toronto, Ontario
Tcp Management LLC$463,512,3164Atlanta
Egis Capital Partners LP$160,831,5235Summit
Scotia Partners, LLC$110,730,1782
Midway Capital Research & Management LLC$110,375,561144Chicago
C.L. Sheldon & Company, LLC$110,683,215138
Common Cents Wealth Management, LLC$113,726,879528Pembroke Pines
Egsi Investment Management$144,660,922798Dublin
Stillwater Capital Management$102,463,339126Carmel-By-The-Sea
Miller Wealth Management$100,440,000249Gilbert
Mathies Financial Partners$103,963,088803Pueblo
Jayco Wealth Management$107,945,594208
Pinetree Advisors Corp.$120,000,00057Miami
River Raisin Investment Partners, INC.$163,541,000867Monroe
Allpoint Financial Group$116,768,023721Petaluma
Experience Your Wealth, LLC$105,302,182415
Rare Capital Management, LLC$333,641,0825Nashville
56 Capital Partners, LTD$113,310,000546Colorado Springs
J.P. Capital Management, INC.$166,598,986162Eugene
Freedom Value Partners, LLC$119,149,10795
Fusion Capital$461,353,2277Los Angeles
Bison Wealth Management, LLC$131,028,624468Lyndhurst
Liberty Forge LLC$250,802,244358Boston
Oxford Planning Group, LLC$112,914,96098Woodstock
Gridline$332,137,39444Atlanta
Gdev Management, LLC$459,708,4418New York
Cjc Wealth Management$121,906,496835
Rising Point Capital$219,649,1794Chicago
Gfn Capital Management$120,053,264384Richardson
Greenport Capital Advisors$119,177,56268Marlborough
Incision Capital Management LP$220,288,1682San Francisco
Island Green Capital Management LLC$416,895,89810
Third Eye Capital Management, LLC$291,295,00017Miami Beach
Wellspring Gbl, LLC$300,457,4074New York
Lifefocus Financial Advisors, LLC$103,509,339225Walla Walla
Dc Capital Management, LLC$107,009,732236
Stability Partners Advisory Group, LLC$140,914,174674Spring
Singer Wealth Management$118,997,543427
Essentia Fund Advisors, LLC$173,393,1407
Pva Financial, LLC$136,853,656341
Underdog Wealth Management, LLC$111,880,222892Maple Grove
Advanced Wealth Management$110,740,116520Sarasota

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