NewRiaPulse: In 120-day approval window
219 newRiaPulse: In 120-day approval window are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-30 to 2026-10-01; the most frequent is Wells Capital Advisors LLC 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
219 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-30 to 2026-10-01. Most frequent: Wells Capital Advisors LLC (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).
Get new NewRiaPulse records by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
- Wells Capital Advisors LLC (1)
- Nextreg Advisors LLC (1)
- Everoak Wealth Co (1)
- Brookstone Wealth Management, INC. (1)
- Manifold Investment Partners LLC (1)
How do I get new newRiaPulse: In 120-day approval window by email?
Search, filter and export these records, or get alerts when new ones appear.
What are the top newRiaPulse: In 120-day approval window right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Wells Capital Advisors LLC | Las Vegas | ||
| Nextreg Advisors LLC | Miami | ||
| Everoak Wealth Co | Colorado Springs | ||
| Brookstone Wealth Management, INC. | Oxford | ||
| Manifold Investment Partners LLC | San Francisco | ||
| Lorum Advisory LLC | New York | ||
| Stax Labs | |||
| 24a Capital Management LLC | Houston | ||
| Cambial Partners LP | New York, Ny | ||
| Fortuna Private Wealth Management Corp. | Miami | ||
| Forvm Global Investments LLC | New York | ||
| Omnimint Advisors LLC | |||
| Holm & Baucom Wealth Advisors, LLC | Victoria | ||
| Somerset Advisory, LLC | Birmingham | ||
| Professional Planning & Wealth | Greenville | ||
| Inviscid | 🔒 Unlock all 219 records → | ||
| Opima Capital Management, LLC | 🔒 Unlock all 219 records → | ||
| Integrated Management Systems Capital Management LLC | 🔒 Unlock all 219 records → | ||
Browse 35 more matching record reports
- Inviscid
- Opima Capital Management, LLC
- Integrated Management Systems Capital Management LLC
- Vessel Wealth Partners
- Fathom Advisors LLC
- Round Table Advisors, LLC
- Lr3 Partners
- Boardwalk Investment Group LP
- 5280 Associates
- Fmac Management LLC
- Byreforge Management, LP
- Rise Private Wealth Management
- Aligned Wealth Advisors, LLC
- Heirmont Wealth Management
- Live Oak Family Offices LLC
- Nwealth INC
- East Franklin Capital
- Stribling-Whalen Financial Group
- Leland Wealth Management
- Aegis Guild Capital, LLC
- Boria Wealth Management, LTD
- Istari Capital Management LP
- Kynance Cove Capital LLC
- Strategence Capital LLC
- Aquium Legacy Partners
- Dan Thornsberry Capital Advisors, LLC
- Novera Wealth, INC.
- Cameron Signature Wealth Advisors LLC
- Madison Lasalle Advisers LLC
- Bellerive Capital, LLC
- Geiger Group Wealth Management
- Nel Mezzo LLC
- Beacon Coast Partners, LLC
- Whiterock Wealth Design, LLC
- Wealth Intelligently Navigated, LLC
Which related categories and locations should I check?
Browse by assets under management
$100M-$500M (908) Under $100M (403) $500M-$1B (71) $1B-$10B (55) $10B+ (13)
Browse by state
New York (178) California (148) Florida (113) Texas (86) Illinois (57) Massachusetts (38) Ohio (37) New Jersey (34) Connecticut (32) Pennsylvania (30) Colorado (29) Michigan (27) Arizona (26) Georgia (25) North Carolina (22) Tennessee (22) Virginia (20) Utah (19) Wisconsin (18) Missouri (15) South Carolina (14) Washington (14) Minnesota (13) Oregon (13) Maryland (12) Indiana (11) Kansas (8) Iowa (7) Kentucky (7) Louisiana (7) Nevada (7) Alabama (6) New Hampshire (6) Delaware (5) Mississippi (5) Oklahoma (5) Rhode Island (5) District of Columbia (4) Idaho (4) Nebraska (4)
Browse by registration status
Frequently asked questions
How many newRiaPulse: In 120-day approval window are listed?
219 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-10-01.
Can I get alerts for In 120-day approval window?
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