Nearside Advisors, LLC: new SEC registration, $189M AUM, Indianapolis, IN
Nearside Advisors, LLC (Indianapolis, Indiana): new SEC registration, $189M AUM, Indianapolis, IN. Its amount of 189 is above the median of 134 (66th percentile). Dated 187 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 189 · 66th percentile of 1,149 NewRiaPulse records · 1.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 10 related IN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Nearside Advisors, LLC |
| Legal name | Nearside Advisors, LLC |
| CRD | 341851 |
| Status | Approved |
| Registered with the SEC | 2026-05-01 |
| Latest Form ADV filing | 2026-08-10 |
| Location | Indianapolis, IN, United States |
| Regulatory AUM | $188,582,674 |
| Accounts | 299 |
| Employees | 3 |
| Website | https://www.nearsideadvisors.com/ |
| amount percentile | 66th of 1,149 (median 134, 1.4x median) |
| Peer records CSV (11 IN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-01
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IN first): Mosaic Wealth Management LLC · Ambrose Capital Advisors, LLC · Titan Investment Management LLC · Genesis Advisors, LLC · Private Counsel Group, LTD. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Nearside Advisors, LLC and 11 Indiana peers
- Indiana NewRiaPulse records like this one: 11
- Nearside Advisors, LLC's amount: 66th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Indiana peer: $2,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $189M under management.
- Website on file.
What is the NewRiaPulse record for Nearside Advisors, LLC in Indianapolis, Indiana?
Nearside Advisors, LLC received SEC registration as an investment adviser (2026-05-01) with $188,582,674 in regulatory assets under management, based in Indianapolis, IN.
How does Nearside Advisors, LLC compare to other Indiana NewRiaPulse records?
Its amount of 189 sits in the upper half (66th percentile) of 1,149 records; the median is 134. It is 187 days old; check the official source for later updates before acting.
Nearside Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Nearside Advisors, LLC | Indianapolis, IN | 189 | 66th | 2026-05-01 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Indiana NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.