New Advisers Weekly

Newly registered investment advisers in Delaware

1 adviser firm in Delaware had a first registration approved in the last 30 days, 10 in the last 90 and 31 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

PORTFOLIO SOLUTIONS

Wilmington · approved 2026-11-04

State-registered

The paid lists

The 1 above are the last 30 days in Delaware, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (30)

FirmCitySegmentApproved
DAS FINANCIAL HEALTH (DFH)—State-registered2026-10-14
CAPFLOW GROUP INC.New YorkExempt reporting2026-09-24
TRIBUTO CAPITAL LLCWilmingtonExempt reporting2026-09-22
STRATLAB MANAGEMENT, LLCWilmingtonExempt reporting2026-09-21
GREEN SANDS GP, LLCDoverExempt reporting2026-09-16
CAVENDISH CAPITAL PARTNERS LLCWilmingtonExempt reporting2026-09-14
ARCTIC CAPITAL, LLCWilmingtonExempt reporting2026-09-03
AVM CAPITAL, LLCDoverExempt reporting2026-08-27
AVH MANAGEMENT, LLCDoverExempt reporting2026-08-26
BACK BAY FINANCIAL PLANNING & INVESTMENTSBethany BeachSEC-registered2026-08-13
BB WEALTH GROUPWilmingtonExempt reporting2026-07-31
ECONALPHA ADVISORSWilmingtonState-registered2026-07-01
TACHYON ENTIER CAPITALNewarkExempt reporting2026-06-24
CROSS CONSULTING LLCDoverExempt reporting2026-06-17
KANTAME CAPITAL PARTNERSDoverExempt reporting2026-06-17
APEX HARBOUR PARTNERS, LLCLewesExempt reporting2026-06-11
BEYOND EARTH LLCWilmingtonExempt reporting2026-06-11
MORNINGSIDE ASSET MANAGEMENTWilmingtonSEC-registered2026-06-08
FUNDS CLUB PRIVATE MARKETS LLCNew YorkExempt reporting2026-04-29
INUSA CAPITAL LLCWilmingtonExempt reporting2026-04-24
DIGIGOLD SECURITIES LLCDoverExempt reporting2026-04-17
CANDLELIGHT FINANCIAL SOLUTIONS—State-registered2026-03-26
FUTURE AFRICA CAPITAL MANAGEMENT LLCDoverExempt reporting2026-03-17
MCOSENTINO CAPITAL INVESTMENT LLCDoverExempt reporting2026-02-05
NEARINGPOINT VENTURE PARTNERS INC.WilmingtonExempt reporting2026-01-27
TS ASSET MANAGEMENT LLCDoverExempt reporting2026-01-23
OORI CAPITAL LLCNew YorkExempt reporting2026-01-19
EXCELLION FINANCE MANAGEMENT, LLCHermosa BeachExempt reporting2026-01-14
8FIGURESDoverSEC-registered2025-12-16
CAGR FINANCE LLCLewesSEC-registered2025-11-19

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.