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- Page 3

# 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).

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| Record | AUM | Accounts | City |
|---|---|---|---|
| Brighton Wealth Management, INC. | $131,876,184 | 293 | Cottonwood Heights |
| Caregen Wealth Management | $109,926,074 | 150 | San Mateo |
| Fairway Investment Group, LLC | $107,053,311 | 1131 | East Lansing |
| Altura Capital | $159,538,000 | 4 | Coral Gables |
| Altura Private Wealth LLC | $129,121,463 | 870 | Centerville |
| Structure Wealth Management, LLC | $165,701,905 | 714 | Tampa |
| Blue Chip Financial Advisors, LLC | $104,069,000 | 342 | East Providence |
| Crux Capital LTD | $427,647,890 | 5 | Dallas |
| Oakleigh Wealth Services | $102,494,493 | 257 | Crozet |
| Howland And Associates, LLC | $138,704,932 | 67 | St Petersburg |
| Capital Wealth, LLC | $115,955,340 | 636 | Lehi |
| Back Bay Financial Planning & Investments | $120,474,144 | 286 | Bethany Beach |
| Haws Financial Planning LLC | $105,000,000 | 180 | Sierra Vista |
| Integra Wealth Advisors, LLC | $117,322,316 | 185 | Houston |
| Rcplanners | $112,101,511 | 426 | |
| Psg Credit Gp, LLC | $190,938,742 | 7 | Columbia |
| Leh III Management LLC | $335,907,163 | 4 | Englewood |
| Milne Financial Planning, INC. | $111,321,170 | 376 | Saint Johnsbury |
| Kmf Investments Management, LLC | $145,965,000 | 59 | |
| Eden Capital Management, LLC | $108,711,208 | 161 | |
| Capitol Wealth Management, INC. | $111,888,886 | 93 | Mclean |
| Imber Financial Group, LLC | $106,038,540 | 518 | Ann Arbor |
| Swad Wealth Management LLC | $111,061,079 | 192 | Santa Rosa |
| Independence Capital Co., INC. | $118,696,378 | 300 | Parma |
| Heaton Financial, Pc | $140,139,000 | 660 | Cedar City |
| Infinity 8 Investments, LLC | $123,937,287 | 171 | Cupertino |
| Axia Wealth Management INC | $148,002,969 | 484 | Bend |
| Hilpan Moxie Wealth Management, LLC | $100,359,897 | 264 | |
| Redfish Capital | $119,000,000 | 170 | Cypress |
| Covalence Investment Partners, L.P. | $238,357,714 | 5 | Houston |
| Cantata Wealth Management, LLC | $101,092,094 | 115 | Coral Gables |
| Investlinc Wealth Services | $115,607,769 | 636 | Brea |
| Clara Vista Management Company LLC | $169,403,522 | 8 | New York |
| Investx Asset Management LLC | $206,754,903 | 17 | New York |
| Cypress Ridge Capital, L.P. | $194,091,880 | 5 | New York |
| First Georgetown Securities, INC | $115,737,800 | 123 | Alexandria |
| The Marin Group INC. | $128,065,838 | 147 | Atlanta |
| Saltbox Financial LLC | $104,556,134 | 212 | Portsmouth |
| North Compass Financial Advisors, LLC | $145,961,708 | 600 | Grand Rapids |
| O'Connor Capital Advisory, LLC | $112,136,990 | 120 | Scottsdale |
| Sawyer Capital Management | $124,876,998 | 106 | |
| Numerixs Investment Technologies INC | $400,000,000 | 2 | Chandler |
| Arcwood Financial, LLC | $186,572,808 | 33 | Phoenix |
| Seagull Lane Asset Management LLC | $207,934,000 | 702 | Huntington Beach |
| Armatus Capital Management, LLC | $240,970,300 | 3 | |
| Sabre Asset Management LLC | $127,339,006 | 376 | Pepper Pike |
| Sun Mountain Partners, LLC | $187,232,665 | 15 | |
| Mara River Capital Management, LP | $217,659,755 | 4 | Coral Gables |
| Las Olas Venture Capital | $231,216,495 | 13 | Fort Lauderdale |
| Endurance Financial Planning, LLC | $101,773,387 | 1364 | Mcallen |
| Hmc Capital Us | $174,694,387 | 6 | New York |
| Meschel Wealth Management LLC | $107,462,176 | 433 | |
| Engage Wealth Group, LLC | $119,515,527 | 266 | Northfield |
| 3spoke Management, LLC | $254,282,055 | 11 | Irvine |
| Mytimeequity | $183,983,000 | 512 | Plano |
| Unless Management LP | $252,725,527 | 4 | Boulder |
| Mission Trail Capital Management, LLC | $214,523,795 | 1 | Austin |
| Certum Group | $275,619,822 | 10 | Newark |
| Champion Hill Labs, LLC | $289,112,753 | 26 | |
| Level Ventures Management LLC | $310,869,517 | 12 | Sunny Isles Beach |
| Expect Equity LLC | $167,197,447 | 6 | Pikesville |
| Advaita Capital LLC | $315,742,941 | 13 | Boston |
| Balance Capital Partners L.P. | $195,719,725 | 2 | Miami |
| Erie Street Growth Partners | $221,245,193 | 7 | Chicago |
| Breyta Capital Partners | $377,556,837 | 4 | Brooklyn |
| Pontem Investment Management Company | $279,146,000 | 2 | Houston |
| Swan Investment Partners | $334,190,177 | 5 | Old Greenwich |
| Highland Rim Capital, L.P. | $209,695,701 | 2 | Nashville |
| Marathon Management Partners LLC | $340,048,485 | 4 | Beverly Hills |
| Shenandoah Energy Management, LLC | $253,879,375 | 3 | Highlands Ranch |
| Squadron Capital Management LLC | $385,684,763 | 2 | Oak Brook |
| Conifer Infrastructure Partners | $164,844,841 | 2 | Sewickley |
| Cleanhill Partners | $184,411,790 | 8 | New York |
| Ndh Opportunity LLC | $235,448,447 | 5 | |
| Swiss Finance Private Wealth Management LLC | $101,191,274 | 3 | Southbury |
| Westmont Advisory, LLC | $100,000,000 | 7 | Flower Mound |
| Wingman Growth Partners | $167,230,032 | 1 | Greenwich |
| Round2 Investment Partners LLC | $196,370,862 | 2 | New York |
| 154 Partners Investment Management LLC | $438,052,328 | 4 | New York |
| New Vintage Partners LLC | $281,466,788 | 15 | New York |
| Monarch Collective | $252,049,738 | 2 | |
| The Newcastle Network LP | $222,774,209 | 2 | Wellesley |
| Paladin Partners | $198,517,308 | 45 | Hartland |
| Colleen Weber Cpa, LLC | $120,611,435 | 189 | Chanhassen |
| Ncu Investment Solutions | $107,551,908 | 373 | Smithfiled |
| Trg Capital Management, INC. | $118,233,904 | 388 | Raleigh |
| Colburn Wealth Management, LLC | $116,170,000 | 463 | Grove City |
| North Run Capital, LP | $334,540,005 | 4 | Boston |
| Marnell Management LLC | $306,132,857 | 3 | Farmington Hills |
| Opulus | $104,887,661 | 436 | Doylestown |
| Claymore Capital Partners | $183,940,042 | 6 | Cincinnati |
| Corinthian Wealth Management | $131,665,540 | 352 | San Jose |
| Maxwell Street Capital Partners, LP | $284,297,177 | 4 | Evanston |
| Kukui Tree Capital Management LLC | $105,200,000 | 100 | Palo Alto |
| Counter Global, L.P. | $172,658,636 | 1 | Santa Monica |
| Ridgeline Capital Management, LLC | $228,307,588 | 20 | Memphis |
| Nextbio Capital Management LP | $305,214,283 | 8 | Austin |
| Palm Peak Capital, LLC | $400,841,880 | 3 | Boca Raton |
| Blueline Capital | $240,437,028 | 3 | San Francisco |
| Winforest Partners | $201,426,485 | 2 | |
| Stonepine Capital Management, LLC | $181,001,870 | 1 | Bend |
| Nitor Capital Management | $158,608,573 | 19 | Englewood Cliffs |
| Old Vine Capital | $167,047,136 | 269 | |
| Redeem Wealth Management | $118,646,328 | 773 | Gilbert |
| Twin Lions Management | $215,869,723 | 3 | Stamford |
| Dayah Capital LLC | $264,841,930 | 7 | Stamford |
| Spice Expeditions, LP | $195,873,033 | 6 | Westport |
| Aeternitas Investment Management, LLC | $172,503,179 | 67 | Yardley |
| Ravenstone Capital Management INC. | $370,890,873 | 1985 | Toronto, Ontario |
| Tcp Management LLC | $463,512,316 | 4 | Atlanta |
| Egis Capital Partners LP | $160,831,523 | 5 | Summit |
| Scotia Partners, LLC | $110,730,178 | 2 | |
| Midway Capital Research & Management LLC | $110,375,561 | 144 | Chicago |
| C.L. Sheldon & Company, LLC | $110,683,215 | 138 | |
| Common Cents Wealth Management, LLC | $113,726,879 | 528 | Pembroke Pines |
| Egsi Investment Management | $144,660,922 | 798 | Dublin |
| Stillwater Capital Management | $102,463,339 | 126 | Carmel-By-The-Sea |
| Miller Wealth Management | $100,440,000 | 249 | Gilbert |
| Mathies Financial Partners | $103,963,088 | 803 | Pueblo |
| Jayco Wealth Management | $107,945,594 | 208 | |
| Pinetree Advisors Corp. | $120,000,000 | 57 | Miami |
| River Raisin Investment Partners, INC. | $163,541,000 | 867 | Monroe |
| Allpoint Financial Group | $116,768,023 | 721 | Petaluma |
| Experience Your Wealth, LLC | $105,302,182 | 415 | |
| Rare Capital Management, LLC | $333,641,082 | 5 | Nashville |
| 56 Capital Partners, LTD | $113,310,000 | 546 | Colorado Springs |
| J.P. Capital Management, INC. | $166,598,986 | 162 | Eugene |
| Freedom Value Partners, LLC | $119,149,107 | 95 | |
| Fusion Capital | $461,353,227 | 7 | Los Angeles |
| Bison Wealth Management, LLC | $131,028,624 | 468 | Lyndhurst |
| Liberty Forge LLC | $250,802,244 | 358 | Boston |
| Oxford Planning Group, LLC | $112,914,960 | 98 | Woodstock |
| Gridline | $332,137,394 | 44 | Atlanta |
| Gdev Management, LLC | $459,708,441 | 8 | New York |
| Cjc Wealth Management | $121,906,496 | 835 | |
| Rising Point Capital | $219,649,179 | 4 | Chicago |
| Gfn Capital Management | $120,053,264 | 384 | Richardson |
| Greenport Capital Advisors | $119,177,562 | 68 | Marlborough |
| Incision Capital Management LP | $220,288,168 | 2 | San Francisco |
| Island Green Capital Management LLC | $416,895,898 | 10 | |
| Third Eye Capital Management, LLC | $291,295,000 | 17 | Miami Beach |
| Wellspring Gbl, LLC | $300,457,407 | 4 | New York |
| Lifefocus Financial Advisors, LLC | $103,509,339 | 225 | Walla Walla |
| Dc Capital Management, LLC | $107,009,732 | 236 | |
| Stability Partners Advisory Group, LLC | $140,914,174 | 674 | Spring |
| Singer Wealth Management | $118,997,543 | 427 | |
| Essentia Fund Advisors, LLC | $173,393,140 | 7 | |
| Pva Financial, LLC | $136,853,656 | 341 | |
| Underdog Wealth Management, LLC | $111,880,222 | 892 | Maple Grove |
| Advanced Wealth Management | $110,740,116 | 520 | Sarasota |

[1](/hub/newriapulse/status/approved) [2](/hub/newriapulse/status/approved/page/2) 3 [4](/hub/newriapulse/status/approved/page/4)

[All NewRiaPulse record reports](/hub/newriapulse/records)

## Often used together

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