NewRiaPulse benchmark report
As of 2026-10-28, NewRiaPulse holds 1,450 public records from SEC monthly roster of registered investment advisers (Form ADV data). The largest group is Approved with 1,231 (85%). Computed from the live dataset and updated on every refresh.
Last updated 2026-10-28 · Source: SEC monthly roster of registered investment advisers (Form ADV data)
By location
| Group | Records |
|---|---|
| Unknown | 292 |
| NY | 178 |
| CA | 148 |
| FL | 113 |
| TX | 86 |
| IL | 57 |
| MA | 38 |
| OH | 37 |
| NJ | 34 |
| CT | 32 |
| PA | 30 |
| CO | 29 |
| MI | 27 |
| AZ | 26 |
| GA | 25 |
By category
| Group | Records |
|---|---|
| Approved | 1,231 |
| In 120-day approval window | 219 |
Records by month
| Month | Records |
|---|---|
| 2025-11 | 110 |
| 2025-12 | 98 |
| 2026-01 | 122 |
| 2026-02 | 82 |
| 2026-03 | 139 |
| 2026-04 | 175 |
| 2026-05 | 122 |
| 2026-06 | 110 |
| 2026-07 | 145 |
| 2026-08 | 191 |
| 2026-09 | 110 |
| 2026-10 | 8 |
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Frequently asked questions
How many records does the NewRiaPulse benchmark cover?
1,450 public records from SEC monthly roster of registered investment advisers (Form ADV data), as of 2026-10-28.
How often is it updated?
On every data refresh, automatically.
Can I cite it?
Yes: cite "Zalwin, NewRiaPulse benchmark report" with a link to this page.
Computed by Zalwin. Informational only. NewRiaPulse alternatives · All reports