Reach new RIAs while they are still choosing their custodian and tech stack
NewRiaPulse tracks 1,450 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed 2026-10-28, for RIA custodians, compliance consultants and outsourced CCO firms, wealth-tech and CRM vendors, TAMPs and model-portfolio providers, insurance and E&O brokers, and recruiters for breakaway advisers. Search, filter and preview free; CSV unlocks, alerts and API access start at $4.99. Every record links to its official source.
A new SEC registration usually means a breakaway team or a growing firm buying custody, compliance, CRM, planning software and insurance all at once. See every one, monthly.
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Long-tail intelligence feed for RIA custodians, compliance consultants and outsourced CCO firms, wealth-tech and CRM vendors, TAMPs and model-portfolio providers, insurance and E&O brokers, and recruiters for breakaway advisers
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Score is a heuristic estimate, not advice.
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✓ Live public data, refreshed 2026-10-28 · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
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Top NewRiaPulse records
- Vanguard Capital Management, LLC — 8,436,182
- Vanguard Portfolio Management, LLC — 2,656,484
- Caxton Associates LLP — 71,558
- Mic Capital Management Uk LLP — 36,796
- Old Mission Asset Management LLC — 34,126
Latest top-scored records
| Record | AUM | Accounts | City |
|---|---|---|---|
| Coefficient Capital | $734,582,867 | 6 | New York |
| Collaborative Fund Management LLC | $1,843,711,610 | 30 | New York |
| Sageone Investment Managers LLP | $690,855,264 | 1113 | Pune |
| Kare Manager Holdings, L.P. | $19,822,120,793 | 29 | Boca Raton |
| Legacy Partners Financial Group, LLC | $107,628,538 | 517 | Woodstock |
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
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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.