New RIAs

*Sourced By Meridian IQ.

To view definitions of each classification click HERE.





Row NumberRegistrationFull Legal NamePrimary Advisory Business NameState
1New RIAsWingate Capital Advisors LLCWingate Capital Advisors LLCOK
2New RIAsGrupp Financial LLCGrupp Financial LLCID
3New RIAsOlympus Advisers, LLCOlympus Advisers, LLCCA
4Breakaway RIAAffordable Financial Planning LLCAffordable Financial Planning LLCNY
5New RIA Established by IARWiegand Asset Management, LLCWiegand Asset Management, LLCCA
6New RIAs Affiliated with Existing RIAsCapwealth Insights, LLCCapwealth Insights, LLCTN
7New RIAs Affiliated with Existing RIAsChloe Advisors, LLCChloe Advisors, LLCNY
8New RIAs Affiliated with Existing RIAsDoria Advisors, LLCDoria Advisors, LLCNY
9New RIAs Affiliated with Existing RIAsMallard AdvisorsMallard AdvisorsDE


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