← Tributary

CRM — June 2024

CRM vendors and the consultants who implement them (Salesforce FSC, Wealthbox, Redtail, Practifi).

344 firms opened this window in the June 2024 SEC roster: 139 new registration, 111 new office, 25 aum up, 24 pending approved, 19 headcount up, 18 rename, 8 aum crossed 500m.

Months: October 2026 · September 2026 · August 2026 · July 2026 · June 2026 · May 2026 · April 2026 · March 2026 · February 2026 · January 2026 · December 2025 · August 2025 · July 2025 · June 2025 · May 2025 · April 2025 · March 2025 · February 2025 · January 2025 · December 2024 · November 2024 · October 2024 · September 2024 · August 2024 · July 2024 · June 2024 · May 2024 · April 2024 · March 2024 · February 2024

100
TIDE CYCLE RESOURCES LLC — (PORTSMOUTH, NH) is newly SEC-registered with $1.40B RAUM and 1 advisory reps. IAPD ↗
$1.40B RAUM · 1 reps · 207-752-3154
95
LONG ISLAND FINANCIAL GROUP, INC — (location n/a) is newly SEC-registered with $36.5M RAUM and 1 advisory reps. IAPD ↗
$36.5M RAUM · 1 reps · 516-741-1966
95
NEWPORT INVESTMENT ADVISORS INC — (BEACHWOOD, OH) is newly SEC-registered with $114.8M RAUM and 2 advisory reps. IAPD ↗
$114.8M RAUM · 2 reps · 216-514-5151 · 1800newport.com
95
ADVANTAGE INVESTING, INC. — (CHESAPEAKE, VA) is newly SEC-registered with $102.2M RAUM and 2 advisory reps. IAPD ↗
$102.2M RAUM · 2 reps · 757-547-8257 · advantageinvesting.com
95
ARNOLD CASTELLANO AND ASSOCIATES, LLC — (SHREVEPORT, LA) is newly SEC-registered with $113.7M RAUM and 3 advisory reps. IAPD ↗
$113.7M RAUM · 3 reps · 318-683-1040 · todaycpa.com
95
APPALACHIAN CAPITAL MANAGEMENT — (ST. CLAIRSVILLE, OH) is newly SEC-registered with $132.4M RAUM and 1 advisory reps. IAPD ↗
$132.4M RAUM · 1 reps · 740-695-3434 · appcapitalmgt.com
95
CHALLENGER WEALTH MANAGEMENT — (ALISO VIEJO, CA) is newly SEC-registered with $177.3M RAUM and 1 advisory reps. IAPD ↗
$177.3M RAUM · 1 reps · (949) 754-0464
95
BLUE WATER CAPITAL MANAGEMENT, LLC — (APEX, NC) is newly SEC-registered with $128.0M RAUM and 3 advisory reps. IAPD ↗
$128.0M RAUM · 3 reps · 919-589-2528 · bluewaterportfolios.com
95
MCCARTHY WEALTH & TAX ADVISORS — (SPRINGBORO, OH) is newly SEC-registered with $133.2M RAUM and 3 advisory reps. IAPD ↗
$133.2M RAUM · 3 reps · 937-748-4765 · mccarthywealth.com
95
FR FINANCIAL ADVISORS LLC — (CORAL SPRINGS, FL) is newly SEC-registered with $109.5M RAUM and 2 advisory reps. IAPD ↗
$109.5M RAUM · 2 reps · 954-755-0222 · fradv.com
95
SNOWBALL WEALTH MANAGEMENT — (BOULDER, CO) is newly SEC-registered with $123.5M RAUM and 3 advisory reps. IAPD ↗
$123.5M RAUM · 3 reps · 303-666-6292 · snowballwm.com
95
PERIOPE, LC — (ST. GEORGE, UT) is newly SEC-registered with $124.9M RAUM and 2 advisory reps. IAPD ↗
$124.9M RAUM · 2 reps · 435-634-9008 · periope.com
95
CYPRESS ASSET MANAGEMENT, INC. — (location n/a) is newly SEC-registered with $134.7M RAUM and 2 advisory reps. IAPD ↗
$134.7M RAUM · 2 reps · 309-679-9146 · betterwaywealth.com
95
BLOCK WEALTH MANAGEMENT, INC — (location n/a) is newly SEC-registered with $127.5M RAUM and 1 advisory reps. IAPD ↗
$127.5M RAUM · 1 reps · (760) 796-5550
95
HAVEN CAPITAL GROUP — (WESTLAKE VILLAGE, CA) is newly SEC-registered with $118.9M RAUM and 1 advisory reps. IAPD ↗
$118.9M RAUM · 1 reps · 805-963-9050 · havencapitalgroup.com
95
TNT ASSET MANAGEMENT, LLC — (ROUND ROCK, TX) is newly SEC-registered with $122.3M RAUM and 4 advisory reps. IAPD ↗
$122.3M RAUM · 4 reps · 512 255-1600 · tntfinancial.com
95
HALL CAPITAL, LLC — (PASADENA, CA) is newly SEC-registered with $107.3M RAUM and 1 advisory reps. IAPD ↗
$107.3M RAUM · 1 reps · 626-578-5700 · hallcapitalmanagement.com
95
HINCHLEY ADVISORY GROUP, LLC — (CENTENNIAL, CO) is newly SEC-registered with $124.7M RAUM and 1 advisory reps. IAPD ↗
$124.7M RAUM · 1 reps · 303-284-8081 · hinchleyandco.com
95
PALLER FINANCIAL SERVICES, INC. — (CENTENNIAL, CO) is newly SEC-registered with $126.0M RAUM and 2 advisory reps. IAPD ↗
$126.0M RAUM · 2 reps · 303-858-0045 · pallerfinancial.com
95
INVESTORS MOSAIC — (location n/a) is newly SEC-registered with $119.5M RAUM and 2 advisory reps. IAPD ↗
$119.5M RAUM · 2 reps · (617) 272-0006 · investorsmosaic.com
95
FULCRUM WEALTH ADVISORS, LLC — (BELLEVUE, WA) is newly SEC-registered with $105.7M RAUM and 3 advisory reps. IAPD ↗
$105.7M RAUM · 3 reps · 425-250-6280
95
HIPPOCRATIC FINANCIAL ADVISORS — (WESTLAKE VILLAGE, CA) is newly SEC-registered with $123.0M RAUM and 4 advisory reps. IAPD ↗
$123.0M RAUM · 4 reps · 866-447-2380 · hippocraticfa.com
95
CHUNG WU INVESTMENT GROUP, LLC — (SUGAR LAND, TX) is newly SEC-registered with $110.4M RAUM and 2 advisory reps. IAPD ↗
$110.4M RAUM · 2 reps · (281) 203-0069 · cw-investmentgroup.com
95
HORSE COVE PARTNERS LLC — (ATLANTA, GA) is newly SEC-registered with $102.0M RAUM and 4 advisory reps. IAPD ↗
$102.0M RAUM · 4 reps · 678-905-5723
95
FUTURE PERFECT PLANNING, LLC — (location n/a) is newly SEC-registered with $25.2M RAUM and 1 advisory reps. IAPD ↗
$25.2M RAUM · 1 reps · 646-543-8065 · futureperfect.nyc
95
DOLAN CAPITAL ADVISORS, INC. — (CHARLOTTE, NC) is newly SEC-registered with $127.2M RAUM and 2 advisory reps. IAPD ↗
$127.2M RAUM · 2 reps · (704) 887-4969
95
TFG FINANCIAL ADVISORS, LLC — (NORTH PALM BEACH, FL) is newly SEC-registered with $111.9M RAUM and 4 advisory reps. IAPD ↗
$111.9M RAUM · 4 reps · (561) 209-1120 · tfgfa.com
95
TAURUM RETIREMENT PARTNERS, LLC — (MESA, AZ) is newly SEC-registered with $113.8M RAUM and 2 advisory reps. IAPD ↗
$113.8M RAUM · 2 reps · 480-626-2501
95
MEDICUS WEALTH PLANNING, INC. — (DRAPER, UT) is newly SEC-registered with $100.9M RAUM and 4 advisory reps. IAPD ↗
$100.9M RAUM · 4 reps · 801-994-4777
95
RIDGELINE WEALTH ADVISORS, LLC. — (RALEIGH, NC) is newly SEC-registered with $117.7M RAUM and 3 advisory reps. IAPD ↗
$117.7M RAUM · 3 reps · 919-782-0494 · ridgelinewealthadvisors.com
95
BUCKET LIST WEALTH MANAGEMENT, LLC — (THE VILLAGES, FL) is newly SEC-registered with $104.5M RAUM and 3 advisory reps. IAPD ↗
$104.5M RAUM · 3 reps · 352-307-8652 · bucketlistwealth.com
95
KAIZEN RETIREMENT PLAN ADVISORS, LLC — (location n/a) is newly SEC-registered with $130.9M RAUM and 1 advisory reps. IAPD ↗
$130.9M RAUM · 1 reps · 508-850-6401 · kaizenrpa.com
95
BALLINA CAPITAL, LLC — (location n/a) is newly SEC-registered with $111.9M RAUM and 1 advisory reps. IAPD ↗
$111.9M RAUM · 1 reps · 424-835-2744 · ballinacapital.us
95
CALDER FINANCIAL LLC — (location n/a) is newly SEC-registered with $109.8M RAUM and 1 advisory reps. IAPD ↗
$109.8M RAUM · 1 reps · 610-458-8373 · calderfinancial.net
95
SCHOLAR FINANCIAL ADVISING, LLC — (location n/a) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · (336) 360-6833 · scholarfinancialadvising.com
95
INDEPENDENCE WEALTH ADVISORS, LLC — (INDEPENDENCE, OH) is newly SEC-registered with $127.9M RAUM and 5 advisory reps. IAPD ↗
$127.9M RAUM · 5 reps · 216-268-3888 · iwadirect.com
95
THE WEALTHPLAN LLC — (GREAT NECK, NY) is newly SEC-registered with $62.8M RAUM and 1 advisory reps. IAPD ↗
$62.8M RAUM · 1 reps · 516-400-7111
95
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC — (TULSA, OK) is newly SEC-registered with $2.9M RAUM and 1 advisory reps. IAPD ↗
$2.9M RAUM · 1 reps · 704-904-5721 · oakcreekwealth.com
95
SAGACE WEALTH MANAGEMENT — (ST. PETERSBURG, FL) is newly SEC-registered with $100.4M RAUM and 6 advisory reps. IAPD ↗
$100.4M RAUM · 6 reps · (727) 493-9700
95
UNITY WEALTH PARTNERS — (ORANGE, CA) is newly SEC-registered with $7.8M RAUM and 3 advisory reps. IAPD ↗
$7.8M RAUM · 3 reps · (949) 688-0928 · unitywealthpartners.com
95
WINNOW WEALTH, LLC — (WACO, TX) is newly SEC-registered with $101.0M RAUM and 3 advisory reps. IAPD ↗
$101.0M RAUM · 3 reps · 254-776-8400 · winnowwealth.com
95
PEAK RETIREMENT PLANNING, INC. — (COLUMBUS, OH) is newly SEC-registered with $106.0M RAUM and 6 advisory reps. IAPD ↗
$106.0M RAUM · 6 reps · (614) 500-4121 · peakretirementplanning.com
95
SECOND SUMMIT WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $104.6M RAUM and 1 advisory reps. IAPD ↗
$104.6M RAUM · 1 reps · (415)-275-2442
95
ATHENA WEALTH MANAGEMENT, LLC — (INCLINE VILLAGE, NV) is newly SEC-registered with $107.7M RAUM and 1 advisory reps. IAPD ↗
$107.7M RAUM · 1 reps · (408) 684-3705 · athenawm.com
95
BIG SKY WEALTH ADVISORS, LLC — (GREAT FALLS, MT) is newly SEC-registered with $107.8M RAUM and 1 advisory reps. IAPD ↗
$107.8M RAUM · 1 reps · 406-315-2627 · bigskywealthadvisors.com
95
OUTWING PRIVATE WEALTH MANAGEMENT — (SANTA BARBARA, CA) is newly SEC-registered with $163.3M RAUM and 1 advisory reps. IAPD ↗
$163.3M RAUM · 1 reps · (805) 880-9464 · outwingwealth.com
95
PATHWAY PARTNERS WEALTH ADVISORS, LLC — (AMHERST, NY) is newly SEC-registered with $34.3M RAUM and 5 advisory reps. IAPD ↗
$34.3M RAUM · 5 reps · 716-929-6010 · pathwaypartnerswa.com
95
WEALTH MORE ENTERPRISE, INC. — (PHILADELPHIA, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 888-303-6361 · getwealthmore.com
95
TRIBRIDGE PARTNERS FINANCIAL LLC — (COLUMBIA, MD) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps. IAPD ↗
$0 RAUM · 8 reps · 240-422-8799
95
CAPITAL IP INVESTMENT PARTNERS LP — (location n/a) is newly SEC-registered with $194.3M RAUM and 4 advisory reps. IAPD ↗
$194.3M RAUM · 4 reps · 1-646-287-8753 · capitalip.com
95
TRUVIUS — (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 617-518-5423
95
CAVALCADE CAPITAL LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 212-287-7727 · cavalcade.capital
95
503 CAPITAL PARTNERS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 913-276-7433
95
MOKAN WEALTH MANAGEMENT — (OVERLAND PARK, KS) is newly SEC-registered with $110.4M RAUM and 1 advisory reps. IAPD ↗
$110.4M RAUM · 1 reps · 913-257-3991 · mokanwealth.com
95
ELYXIUM WEALTH LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 415-264-0468 · elyfo.com
95
DLK INSTITUTIONAL PARTNERS — (MERCER ISLAND, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 206.203.0010
95
VERIDAN WEALTH — (WEST LINN, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 503-946-9733 · veridanwealth.com
95
AXIUS ADVISORS LLC — (SAINT CHARLES, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps. IAPD ↗
$0 RAUM · 8 reps · 636-493-9600
95
PARR MCKNIGHT WEALTH MANAGEMENT GROUP — (MINNEAPOLIS, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
$0 RAUM · 7 reps · 612-324-0235 · parrmcknightwmg.com
95
WHALE — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 3122484797 · getwhale.co
95
BRISTOL WEALTH GROUP — (TAUNTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 508-738-6248 · bristolcountysavings.com
95
ZEGA INVESTMENTS — (PALM BEACH GARDENS, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 9 advisory reps. IAPD ↗
$0 RAUM · 9 reps · 800.380.9342
95
UPSTREAM LIFE WEALTH MANAGEMENT LLC — (OXFORD, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 6628011029
95
IMPACT RETIREMENT ADVISORS — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 507-581-6131
95
BINGHAM PRIVATE WEALTH, LLC — (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 415-426-5652 · binghamprivate.com
95
HS WEALTH PARTNERS — (ALBUQUERQUE, NM) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 505-717-1680 · hswealthpartners.com
95
FULFILLED — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 1-416-303-4942 · fulfilledwealth.co
95
BASSAM WEALTH MANAGEMENT, LLC — (PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (561) 231-5642 · bassamwealthmanagement.com
95
CRUX WEALTH ADVISORS — (LONG BEACH, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 16 advisory reps. IAPD ↗
$0 RAUM · 16 reps · 562.735.3875
95
KETRON FINANCIAL LLC — (NOVATO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 415-892-0928 · ketronfinancial.com
95
INTEGRITY WEALTH LLC — (EUGENE, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · (541) 650-6061 · integritywealthnw.com
95
EPOGEE CAPITAL MANAGEMENT, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 9788867388
95
LONGVIEW FINANCIAL PARTNERS — (SCOTTSDALE, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
$0 RAUM · 7 reps · 2039131621
95
CARRERA CAPITAL ADVISORS — (TROY, MI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 248-362-5009
95
PACIFIC FINANCIAL ADVISORY SERVICES — (DANVILLE, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 925-838-7567
95
GULFSTREAM ASSET MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 786-512-1989
95
BONA FIDE WEALTH — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 512-636-5747 · bonafide-wealth.com
95
FORMULATE FINANCIAL LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 5612690330
95
TOPSAIL WEALTH MANAGEMENT LLC — (CHARLOTTE, NC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 980-308-9901 · topsailwealthmanagement.com
95
ALTERI WEALTH — (WESTLAKE VILLAGE, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 805-809-0400 · alteriwealth.com
95
THE KIECKHEFER GROUP — (MEQUON, WI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 4147043826
95
GUILBAULT CAPITAL — (METAIRIE, LA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 504-849-6677
95
BLUE BEAR FINANCIAL, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (407) 625-7598
95
ZERO DAY CAPITAL ENTERPRISES LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (617) 800-0388
95
LAFISE GLOBAL ADVISORS LLC — (MIAMI, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 305-374-6001
95
OSPREY PRIVATE WEALTH LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 646-445-5107
95
SWP INVESTMENT MANAGEMENT LLC — (INDEPENDENCE, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 216-800-9000
95
LFG WEALTH PARTNERS, LLC — (ELIZABETHTOWN, KY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 877-573-2043
95
WIMER INVESTMENT MANAGEMENT — (SCOTCH PLAINS, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 7327639237
95
PANORAMIC CAPITAL PARTNERS LLC — (LAKE OSWEGO, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 503-937-7420 · panoramiccp.com
95
FOUNDERS GROVE WEALTH PARTNERS, LLC — (RICHMOND, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (804) 910-0001
95
OUTRUNNER CAPITAL, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 512-917-5389
95
ONE WEALTH CAPITAL MANAGEMENT, LLC — (SCOTTSDALE, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
$0 RAUM · 7 reps · 855-663-9584 · onewealthmgmt.com
85
UBS ASSET MANAGEMENT (AMERICAS) LLC — grew from 216 to 411 advisory reps. IAPD ↗
$477.86B RAUM · 411 reps · 212-821-3000 · ubs.com
85
BLACKROCK INVESTMENT MANAGEMENT, LLC — grew from 0 to 536 advisory reps. IAPD ↗
$458.19B RAUM · 536 reps · 609 282 2000 · douyin.com
85
KOVITZ INVESTMENT GROUP PARTNERS, LLC — grew from 74 to 99 advisory reps. IAPD ↗
$11.29B RAUM · 99 reps · 312-334-7300 · kovitz.com
75
SEGALL BRYANT & HAMILL — grew from 46 to 51 advisory reps. IAPD ↗
$17.21B RAUM · 51 reps · 1-800-836-4265
75
FORZA INVESTMENT GROUP, LP — 's provisional registration is now fully approved. IAPD ↗
$1.36B RAUM · 6 reps · 973-315-5394
74
STONEBRIDGE FINANCIAL GROUP, LLC — grew from 13 to 17 advisory reps. IAPD ↗
$1.58B RAUM · 17 reps · 717-736-7007
73
PERMANENT CAPITAL MANAGEMENT, LP — reported RAUM up 200% ($121.6M -> $365.1M). IAPD ↗
$365.1M RAUM · 1 reps · 312-961-8251
73
STEADMONT ADVISORS, LLC — 's provisional registration is now fully approved. IAPD ↗
$308.1M RAUM · 4 reps · (205) 721-7005 · steadmontadvisors.com
73
HAVEN PRIVATE — 's provisional registration is now fully approved. IAPD ↗
$319.7M RAUM · 4 reps · 321-329-8674 · havenprivate.com
73
POTENTIA WEALTH — 's provisional registration is now fully approved. IAPD ↗
$309.9M RAUM · 6 reps · 408-288-7886
73
TIEMPO CAPITAL PARTNERS — 's provisional registration is now fully approved. IAPD ↗
$264.5M RAUM · 2 reps · 954-849-3099
73
PROMETHIUM — 's provisional registration is now fully approved. IAPD ↗
$281.9M RAUM · 2 reps · 202-978-2519 · promethiumadvisors.com
71
RAREVIEW CAPITAL LLC — reported RAUM up 67% ($172.9M -> $288.3M). IAPD ↗
$288.3M RAUM · 2 reps · 212-475-8664
70
INVESTMENT MANAGEMENT ASSOCIATES — crossed $500M in regulatory AUM ($417.6M -> $515.4M). IAPD ↗
$515.4M RAUM · 2 reps · 303-796-8333
70
QUINT CAPITAL MANAGEMENT — reported RAUM up 109% ($70.0M -> $146.5M). IAPD ↗
$146.5M RAUM · 15 reps · 212-682-5090 · quintcapital.com
70
INTEGRATED QUANTITATIVE INVESTMENTS LLC — reported RAUM up 507% ($26.9M -> $163.5M). IAPD ↗
$163.5M RAUM · 5 reps · 12067175559 · integratedquant.com
70
PETERSON WEALTH SERVICES INC. — grew from 3 to 5 advisory reps. IAPD ↗
$394.0M RAUM · 5 reps · 801-475-4002
70
TC43 LLC — grew from 1 to 6 advisory reps. IAPD ↗
$66.7M RAUM · 6 reps · 917-363-7217
70
ALTITUDE CAPITAL MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 3 reps · 515-207-3310 · altitudecm.com
70
TC43 LLC — 's provisional registration is now fully approved. IAPD ↗
$66.7M RAUM · 6 reps · 917-363-7217
70
WELCH FINANCIAL PLANNING, LLC — 's provisional registration is now fully approved. IAPD ↗
$123.9M RAUM · 2 reps · 303-939-8766
70
BLUE SKY CAPITAL CONSULTANTS GROUP, INC. — 's provisional registration is now fully approved. IAPD ↗
$193.4M RAUM · 3 reps · 858-513-8445
70
FRIDAY FINANCIAL — 's provisional registration is now fully approved. IAPD ↗
$129.1M RAUM · 4 reps · (563) 552-7526
70
HOLOS INTEGRATED WEALTH — 's provisional registration is now fully approved. IAPD ↗
$167.0M RAUM · 2 reps · 484-893-4599
70
MINDSET WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
$205.7M RAUM · 4 reps · 317-348-4655 · mindsetwealthmanagement.com
68
PINION WEALTH MANAGEMENT, LLC — reported RAUM up 51% ($326.6M -> $493.9M). IAPD ↗
$493.9M RAUM · 7 reps · 316-682-8344
68
SUPREME ALLIANCE LLC — grew from 10 to 13 advisory reps. IAPD ↗
$11.1M RAUM · 13 reps · 561-460-2870 · supremealliancellc.com
68
BOSUN ASSET MANAGEMENT, LLC — grew from 5 to 8 advisory reps. IAPD ↗
$247.6M RAUM · 8 reps · 707-402-9922 · bosunam.com
68
BULMAN WEALTH GROUP — grew from 2 to 5 advisory reps. IAPD ↗
$148.2M RAUM · 5 reps · 916-458-8199 · bulmanwealth.com
67
BARON CAPITAL MANAGEMENT, INC. — reported RAUM up 37% ($2.98B -> $4.08B). IAPD ↗
$4.08B RAUM · 45 reps · 212-583-2000
67
THE PROSPERITY PEOPLE — grew from 1 to 3 advisory reps. IAPD ↗
$127.1M RAUM · 3 reps · 859-331-7755 · theprosperitypeople.com
67
TRU INDEPENDENCE ASSET MANAGEMENT 2 — grew from 2 to 4 advisory reps. IAPD ↗
$117.2M RAUM · 4 reps · 971-371-3444 · relywealth.us
67
SEVENTWO, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · (617) 800-0388
67
GATEPASS CAPITAL, LLC — grew from 1 to 3 advisory reps. IAPD ↗
$103.2M RAUM · 3 reps · 833-428-3727 · gatepass.capital
65
UBS ASSET MANAGEMENT (AMERICAS) LLC — reported RAUM up 30% ($367.88B -> $477.86B). IAPD ↗
$477.86B RAUM · 411 reps · 212-821-3000 · ubs.com
65
ZACKS INVESTMENT MANAGEMENT, INC. — reported RAUM up 26% ($8.37B -> $10.56B). IAPD ↗
$10.56B RAUM · 11 reps · 312-265-9266 · zacksandassociates.com
65
BOSUN ASSET MANAGEMENT, LLC — reported RAUM up 51% ($163.9M -> $247.6M). IAPD ↗
$247.6M RAUM · 8 reps · 707-402-9922 · bosunam.com
65
PIVOTAL ADVISORS LLC — reported RAUM up 38% ($303.8M -> $420.5M). IAPD ↗
$420.5M RAUM · 3 reps · 646-535-1097 · pivotal-advisors.com
64
RWA ADVISORS — reported RAUM up 47% ($117.5M -> $172.6M). IAPD ↗
$172.6M RAUM · 1 reps · 561-288-1160
64
BCU WEALTH ADVISORS, LLC — reported RAUM up 30% ($345.8M -> $449.9M). IAPD ↗
$449.9M RAUM · 3 reps · 847-932-8007 · targetcu.org
64
ZURAW FINANCIAL ADVISORS, LLC — reported RAUM up 34% ($316.0M -> $424.8M). IAPD ↗
$424.8M RAUM · 1 reps · 336. 290 7062 EXT 101
63
DMK ADVISOR GROUP, INC. — reported RAUM up 42% ($56.7M -> $80.6M). IAPD ↗
$80.6M RAUM · 25 reps · 813-996-6100
63
MWM GROUP LLC — reported RAUM up 25% ($244.3M -> $306.3M). IAPD ↗
$306.3M RAUM · 1 reps · 718-696-4000
60
EQUANIMITY FINANCIAL PARTNERS — reported RAUM up 28% ($115.5M -> $147.7M). IAPD ↗
$147.7M RAUM · 2 reps · 626-529-8347 · equanimityfinancial.com
60
ADVANTAGE WEALTH ADVISORS — reported RAUM up 28% ($106.9M -> $136.4M). IAPD ↗
$136.4M RAUM · 6 reps · (925) 837-1600 · advantagewealth.com
60
NEW PARAGON, LLC — PARAGON ADVISORS, INC. is now doing business as . IAPD ↗
$1.00B RAUM · 10 reps · 216-491-3990 · paragonadvisors.net
58
SALEM PARTNERS WEALTH MANAGEMENT, LLC — SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT is now doing business as . IAPD ↗
$360.5M RAUM · 3 reps · 310-806-4200 · salempartners.com
58
RHO TREASURY — RHO PRIME is now doing business as . IAPD ↗
$279.5M RAUM · 1 reps · (855)743-8746 · rho.co
58
UPTICK PARTNERS, LLC — HOLISTIC PLANNING, LLC is now doing business as . IAPD ↗
$398.6M RAUM · 5 reps · (936) 800-0800 · holisticplanning.com
58
PROMETHIUM — ADVISORS, LLC is now doing business as PROMETHIUM. IAPD ↗
$281.9M RAUM · 2 reps · 202-978-2519 · promethiumadvisors.com
55
&PARTNERS — added office(s): 20 -> 29 additional locations. IAPD ↗
$1.17B RAUM · 87 reps · 615-255-6431 · prairieheritagefinancial.com
55
SEGALL BRYANT & HAMILL — added office(s): 4 -> 6 additional locations. IAPD ↗
$17.21B RAUM · 51 reps · 1-800-836-4265
55
UBS ASSET MANAGEMENT (AMERICAS) LLC — added office(s): 4 -> 15 additional locations. IAPD ↗
$477.86B RAUM · 411 reps · 212-821-3000 · ubs.com
55
BRADLEY FOSTER & SARGENT INC — added office(s): 5 -> 6 additional locations. IAPD ↗
$6.85B RAUM · 17 reps · 860-527-8050 · bfsinvest.com
55
SUNCOAST EQUITY MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.36B RAUM · 11 reps · (813) 963-0502
55
GEMMER ASSET MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.70B RAUM · 8 reps · 925-933-3786 · thejdinvestor.com
55
GRIMES & COMPANY, INC. — added office(s): 17 -> 19 additional locations. IAPD ↗
$4.85B RAUM · 27 reps · 508-366-3883
55
CAIN, WATTERS & ASSOCIATES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$3.54B RAUM · 63 reps · 972-233-3323
55
EIDE BAILLY ADVISORS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$1.33B RAUM · 17 reps · 866-740-4100 · eidebaillywealth.com
55
STRAIGHTLINE — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.12B RAUM · 9 reps · 248-269-8366 · straightline.com
55
ESSEX FINANCIAL SERVICES, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$3.38B RAUM · 39 reps · 860-767-4300 · essexfinancialservices.net
55
SRS CAPITAL ADVISORS, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.44B RAUM · 17 reps · 303-633-5900 · simondavisinc.com
55
EVERMAY WEALTH MANAGEMENT, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$1.06B RAUM · 12 reps · 703 822-5696
55
ASHTON THOMAS PRIVATE WEALTH — added office(s): 20 -> 22 additional locations. IAPD ↗
$2.89B RAUM · 47 reps · 602-732-4745
55
CGN ADVISORS, LLC — added office(s): 44 -> 45 additional locations. IAPD ↗
$1.14B RAUM · 41 reps · 910-333-6659 · dekfinancialsolutions.com
55
BISON WEALTH, LLC — added office(s): 23 -> 25 additional locations. IAPD ↗
$1.61B RAUM · 34 reps · 404-841-2224 · bisonwealth.com
55
MCADAM LLC — added office(s): 66 -> 67 additional locations. IAPD ↗
$1.74B RAUM · 156 reps · (888) 614-5323 · mcadamfa.com
55
SPIDERROCK ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$4.85B RAUM · 10 reps · (312) 847-0300 · spiderrockadvisors.com
55
KOVITZ INVESTMENT GROUP PARTNERS, LLC — added office(s): 15 -> 25 additional locations. IAPD ↗
$11.29B RAUM · 99 reps · 312-334-7300 · kovitz.com
55
ONESEVEN — added office(s): 30 -> 38 additional locations. IAPD ↗
$2.57B RAUM · 48 reps · 216-865-1700
55
ONEASCENT FINANCIAL SERVICES LLC — added office(s): 26 -> 27 additional locations. IAPD ↗
$1.79B RAUM · 39 reps · 205-313-9142 · zahoranski.oneascent.com
55
ETON ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.96B RAUM · 5 reps · 919-442-1550
55
AMERICANA PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$4.95B RAUM · 25 reps · 713-429-5552 · americanapartners.com
55
HAYS FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$5.10B RAUM · 4 reps · (612) 373-9863
55
NEW REPUBLIC PARTNERS — added office(s): 4 -> 6 additional locations. IAPD ↗
$2.29B RAUM · 17 reps · 704-626-1526 · newrepublicpartners.com
55
ARMSTRONG ADVISORY GROUP INC. — added office(s): 9 -> 11 additional locations. IAPD ↗
$1.22B RAUM · 10 reps · (781) 433-0001 · armstrongadvisory.com
55
SAPIENT CAPITAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$9.85B RAUM · 19 reps · (317) 719-0157 · sapientcapital.com
55
MIDLAND WEALTH MANAGEMENT — added office(s): 4 -> 6 additional locations. IAPD ↗
$2.53B RAUM · 16 reps · 312-660-6516
55
CONTINUITY WEALTH MANAGEMENT, CORP. — SRM ADVISORS is now doing business as . IAPD ↗
$158.1M RAUM · 2 reps · 503-244-8905 · continuitywm.com
55
ASPIRE WEALTH MANAGEMENT — LLC is now doing business as ASPIRE WEALTH MANAGEMENT. IAPD ↗
$96.6M RAUM · 1 reps · 913-322-3500
55
ALPHA OMEGA FINANCIAL — INC. is now doing business as ALPHA OMEGA FINANCIAL. IAPD ↗
$139.3M RAUM · 1 reps · 410-592-8936
55
TRAVIS ALLEN INC. DBA WEALTH STRATEGIES GROUP — WEALTH STRATEGIES GROUP is now doing business as . IAPD ↗
$16.3M RAUM · 2 reps · 888-848-4144
55
TAPPALPHA — TAPP FINANCE is now doing business as . IAPD ↗
$0 RAUM · 1 reps · 206-222-8646
55
RESHAPE WEALTH — RESHAPE, LLC is now doing business as . IAPD ↗
$0 RAUM · 1 reps · 646-626-7902
53
WILLIAM MACK & ASSOCIATES INC — added office(s): 24 -> 25 additional locations. IAPD ↗
$754.8M RAUM · 7 reps · 248-643-4310 · wmack.com
53
THE L. WARNER COMPANIES, INC — added office(s): 2 -> 3 additional locations. IAPD ↗
$657.4M RAUM · 12 reps · 410-252-0808 · lwarner.com
53
MARINER INSTITUTIONAL, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$976.6M RAUM · 89 reps · 844-442-6326
53
IMA ADVISORY SERVICES, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$911.6M RAUM · 19 reps · 316-266-6574
53
FINANCIAL & TAX ARCHITECTS, LLC — added office(s): 16 -> 17 additional locations. IAPD ↗
$378.9M RAUM · 23 reps · 314-858-1122 · knoxvilleretirementplanner.com
53
INTERACTIVE FINANCIAL ADVISORS — added office(s): 20 -> 21 additional locations. IAPD ↗
$284.9M RAUM · 36 reps · 630-472-1300
53
PARK PIEDMONT ADVISORS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$862.0M RAUM · 7 reps · 312-722-6760
53
ARISTA WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$621.2M RAUM · 7 reps · 702-309-9970 · aristawealth.com
53
SECURE ASSET MANAGEMENT, L.L.C. — added office(s): 14 -> 17 additional locations. IAPD ↗
$599.6M RAUM · 46 reps · 248-414-1562 · re-transition.com
53
AVIANCE CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$632.3M RAUM · 6 reps · 239-598-4747
53
LIFESTYLE ASSET MANAGEMENT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$382.0M RAUM · 13 reps · 281-612-2035
53
INVESTOR FAN — added office(s): 7 -> 8 additional locations. IAPD ↗
$255.4M RAUM · 7 reps · 425-372-7517 · thewaytoinvest.com
53
FSA INVESTMENT GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$598.2M RAUM · 8 reps · (850) 696-1550
53
MBE WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$725.5M RAUM · 8 reps · 608-372-5521 · mbewealth.com
53
THE RETIREMENT GUYS FORMULA — added office(s): 5 -> 6 additional locations. IAPD ↗
$250.1M RAUM · 12 reps · 419-842-0550 · retirepittsburgh.com
53
ASTOR INVESTMENT MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$261.4M RAUM · 3 reps · 312-228-5900
53
MPWM ADVISORY SOLUTIONS LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$315.7M RAUM · 12 reps · 678-566-4001
53
BLUEPRINT INVESTMENT PARTNERS LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$849.4M RAUM · 7 reps · 336-609-7522
53
GOLDSTONE FINANCIAL GROUP, LLC — added office(s): 9 -> 14 additional locations. IAPD ↗
$557.2M RAUM · 10 reps · 630-620-9300 · pinterest.com
53
BRIGHT FUTURES WEALTH MANAGEMENT, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$388.4M RAUM · 21 reps · (585) 231-1595
53
FIDUCIARY FINANCIAL GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$544.6M RAUM · 7 reps · 415-352-1100
53
TCP ASSET MANAGEMENT, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$641.8M RAUM · 16 reps · 614-761-9378 · tcpasset.com
53
LIFEWORKS ADVISORS, LLC — added office(s): 17 -> 22 additional locations. IAPD ↗
$421.8M RAUM · 24 reps · (616) 200-6512
53
SANDBOX FINANCIAL PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$463.7M RAUM · 5 reps · (301) 214-4190 · sandboxfp.com
53
CROWN WEALTH GROUP LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$257.2M RAUM · 7 reps · (704)360-3995 · crownwealthgroup.com
53
COREPATH WEALTH PARTNERS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$348.2M RAUM · 6 reps · (480) 448-0334 · corepathwealthpartners.com
53
CREEKMUR ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$410.6M RAUM · 10 reps · 309-925-2043
53
TRANSCE3ND LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$313.2M RAUM · 28 reps · 512-268-9220 · transcendim.com
53
49 FINANCIAL — added office(s): 7 -> 8 additional locations. IAPD ↗
$566.2M RAUM · 74 reps · 214-563-1190
53
FREEDOM FIDUCIARIES LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$263.8M RAUM · 3 reps · 208-900-4331
53
THE NORDEN GROUP LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$987.2M RAUM · 12 reps · 801-331-5511 · thenordengroup.com
53
VICTORY FINANCIAL — added office(s): 5 -> 6 additional locations. IAPD ↗
$288.8M RAUM · 12 reps · (512) 763-7671 · victoryfinancialgroup.com
50
COOPER FINANCIAL SERVICES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$170.5M RAUM · 4 reps · 203-248-1972 · cooperfinservices.com
50
MINERVA PLANNING GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$160.6M RAUM · 2 reps · 404-816-6688
50
FRANGO FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$111.5M RAUM · 2 reps · 202-244-4460 · frangofinancial.com
50
ELEVAGE PARTNERS, LLC — added office(s): 2 -> 6 additional locations. IAPD ↗
$143.8M RAUM · 5 reps · (800) 725-1622 · elevagepartners.com
50
RUTHERFORD INVESTMENT MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$173.4M RAUM · 4 reps · 503-452-1210 · rutherfordinvestment.com
50
KOTYS WEALTH PROFESSIONALS — added office(s): 0 -> 1 additional locations. IAPD ↗
$223.4M RAUM · 4 reps · 219-465-6924
50
INTEGRAS PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$201.9M RAUM · 3 reps · 404-941-2800 · integraspartners.com
50
WRENNE FINANCIAL PLANNING LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$139.9M RAUM · 6 reps · 859-538-6044
50
PROTA FINANCIAL — added office(s): 18 -> 19 additional locations. IAPD ↗
$182.0M RAUM · 12 reps · 713-568-8171
50
STANCE CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$186.8M RAUM · 2 reps · 617-875-1062
50
COLARION — added office(s): 0 -> 1 additional locations. IAPD ↗
$125.9M RAUM · 4 reps · 205 410 9443
50
SMITH & WYATT — added office(s): 4 -> 6 additional locations. IAPD ↗
$119.8M RAUM · 6 reps · 979-431-5440
50
ROLEK RETIREMENT PLANNING — added office(s): 1 -> 2 additional locations. IAPD ↗
$127.0M RAUM · 1 reps · (267) 427-5667
50
THINKING BIG FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$60.1M RAUM · 2 reps · (973) 224-1145
50
WILDES FINANCIAL STRATEGIES, INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$105.4M RAUM · 2 reps · 843-485-4371
50
SUCCESS WEALTH MANAGEMENT LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$40.1M RAUM · 12 reps · 724-934-8128
50
MARKLE FINANCIAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$97.3M RAUM · 2 reps · (307) 721-1725 · marklefinancial.com
50
STONEKEEP INVESTMENTS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$137.8M RAUM · 2 reps · 615-975-3635 · stonekeepinvestments.com
50
KUHN & COMPANY INVESTMENT COUNSEL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$131.2M RAUM · 3 reps · 630-416-7700
50
TRU INDEPENDENCE ASSET MANAGEMENT 2 — added office(s): 2 -> 4 additional locations. IAPD ↗
$117.2M RAUM · 4 reps · 971-371-3444 · relywealth.us
50
ASSUREDPARTNERS INVESTMENT ADVISORS — added office(s): 8 -> 12 additional locations. IAPD ↗
$179.0M RAUM · 15 reps · 407-708-0050 · apadvisors.com
50
ALPHA OMEGA FINANCIAL — added office(s): 0 -> 2 additional locations. IAPD ↗
$139.3M RAUM · 1 reps · 410-592-8936
50
BLUEPRINT FINANCIAL ADVISORS — added office(s): 11 -> 12 additional locations. IAPD ↗
$132.5M RAUM · 14 reps · 336-609-7522 · buildyourblueprint.com
50
STEWARD ADVISORS GROUP, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$35.5M RAUM · 6 reps · (888) 225-3350 · stewardadvisorsgroup.com
50
MARIDEA WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$0 RAUM · 4 reps · 269-598-0939 · marideawealth.com
50
SLP WEALTH — added office(s): 14 -> 15 additional locations. IAPD ↗
$9.0M RAUM · 16 reps · (910) 315-0973 · slpwealth.com
50
ACCELERATE RETIREMENT — added office(s): 8 -> 10 additional locations. IAPD ↗
$104.0M RAUM · 18 reps · 888-439-7071
50
QUANTUM GREEKS — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · 9166048060 · quantumtrades.com
50
NECTARINE — added office(s): 18 -> 19 additional locations. IAPD ↗
$0 RAUM · 19 reps · (858) 779-0115
50
BLACKWATCH FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · 630-380-9430
50
AZURA PARTNERS US LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$25.0M RAUM · 2 reps · 347-249-2369 · azura.com
50
MINDORO CAPITAL PARTNERS LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$0 RAUM · 3 reps · (617) 214-2313 · mindoro.com
50
TC43 LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$66.7M RAUM · 6 reps · 917-363-7217
50
WEALTHCARE CAPITAL PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · 804.644.4711
88
BRYCE POINT CAPITAL LLC — (SCARSDALE, NY) is newly SEC-registered with $318.3M RAUM and 1 advisory reps. IAPD ↗institutional
$318.3M RAUM · 1 reps · 646-450-0445
85
PEGASUS TECH VENTURES, INC. — (SAN JOSE, CA) is newly SEC-registered with $2.15B RAUM and 28 advisory reps. IAPD ↗fund
$2.15B RAUM · 28 reps · 408-645-5532
85
RCF ASSET MANAGEMENT GROUP 3, LLC — (STUDIO CITY, CA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · (310) 598-7070 · rangesummit.com
85
MERIDIEM CAPITAL PARTNERS LP — (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 10 advisory reps. IAPD ↗institutional
$0 RAUM · 10 reps · (214) 477-4886 · meridiemcapital.com
85
RSC INDUSTRIAL ASSET MANAGEMENT GROUP 2, LLC — (STUDIO CITY, CA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 310-598-7073 · rangesummit.com
85
ACADIA INFRASTRUCTURE CAPITAL LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 9 advisory reps. IAPD ↗institutional
$0 RAUM · 9 reps · 6464992075 · acadiainfrastructure.com
85
RCF ASSET MANAGEMENT GROUP 4, LLC — (STUDIO CITY, CA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 310-598-7070 · rangesummit.com
85
KIAN CAPITAL PARTNERS, LLC — (CHARLOTTE, NC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 15 advisory reps. IAPD ↗institutional
$0 RAUM · 15 reps · 704-943-2500
85
GEMCORP CAPITAL ADVISORS LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 1-646-979-8494
85
TRITON PACIFIC HEALTHCARE PARTNERS, LLC — (SAN JUAN CAPISTRANO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 804-893-3712
85
PELICAN INVESTS — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · (347) 450-1767 · pelicaninvests.com
85
CCS CREDIT SOLUTIONS LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 212 224-9400 · ccs-partners.com
85
MAIN CAPITAL PARTNERS NORTH AMERICA LLC — (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $41.0M RAUM and 4 advisory reps. IAPD ↗institutional
$41.0M RAUM · 4 reps · 617-207-4175
85
POP VENTURE ADVISERS LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 917-693-2798
85
BOXER CAPITAL MANAGEMENT, LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 858.400.3115
85
CION GROSVENOR MANAGEMENT, LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 646-253-8235 · cioninvestments.com
85
JAIN GLOBAL LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 35 advisory reps. IAPD ↗institutional
$0 RAUM · 35 reps · 212-671-4147 · jainglobal.com
85
GREENPORTFOLIO INC. — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 917-719-0206 · greenportfolio.com
85
MOUNTAIN POINT CREDIT MANAGEMENT LLC — (GREENWICH, CT) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 203-900-5855
85
BDT & MSD BDC MANAGEMENT, LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 189 advisory reps. IAPD ↗institutional
$0 RAUM · 189 reps · 212-303-1650 · bdtmsd.com
85
SUNRISE MANAGER LLC — (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗institutional
$0 RAUM · 6 reps · 561-510-3315 · sunriserealtytrust.com
85
SOUTHERN EQUITY ADVISORS LLC — (ST. THOMAS, VI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 877-240-9233 · southernequity.com
85
AGENTSMYTH ADVISORS — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 917-826-9949 · agentsmyth.com
85
FISHER RETIREMENT SOLUTIONS LLC — (PLANO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 650-350-5254
85
SCIENCE & TECHNOLOGY PARTNERS, L.P. — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 212-306-2600 · sandtpartners.com
85
ANNAPURNA CAPITAL MANAGEMENT LP — (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 561-232-6104
85
3FOURTEEN & SMI ADVISORY SERVICES, LLC — (COLUMBUS, IN) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 800-796-4975
85
BLUE OWL INSURANCE SOLUTIONS — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 30 advisory reps. IAPD ↗institutional
$0 RAUM · 30 reps · (212) 419-3000
85
PROSPECT CREDIT REIT ADVISOR, LLC — (WEST PALM BEACH, FL) is newly SEC-registered with $0 RAUM and 50 advisory reps. IAPD ↗institutional
$0 RAUM · 50 reps · 561-285-4044
85
AGL US DL MANAGEMENT LLC. — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 32 advisory reps. IAPD ↗institutional
$0 RAUM · 32 reps · 212-973-8600
85
D2 ASSET MANAGEMENT — (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 646-729-8315
83
ADIT VENTURES MANAGEMENT, LLC — (NEW YORK, NY) is newly SEC-registered with $318.4M RAUM and 2 advisory reps. IAPD ↗fund
$318.4M RAUM · 2 reps · 646-840-4944 · aditventures.com
83
RK CAPITAL MANAGEMENT, LLC — (WESTON, FL) is newly SEC-registered with $691.8M RAUM and 9 advisory reps. IAPD ↗fund
$691.8M RAUM · 9 reps · 561-408-1711 · rkcapl.com
83
1248 PARTNERS, LLC — (KANSAS CITY, MO) is newly SEC-registered with $258.0M RAUM and 2 advisory reps. IAPD ↗fund
$258.0M RAUM · 2 reps · 9139045500 · 1248partners.com
83
CLARITAS CAPITAL — (NASHVILLE, TN) is newly SEC-registered with $729.6M RAUM and 5 advisory reps. IAPD ↗fund
$729.6M RAUM · 5 reps · 615-690-7179 · claritascapital.com
83
AVANT MANAGEMENT LLC — (DENVER, CO) is newly SEC-registered with $331.6M RAUM and 8 advisory reps. IAPD ↗fund
$331.6M RAUM · 8 reps · 720-746-5053
83
CENTURY PARK CAPITAL PARTNERS — (EL SEGUNDO, CA) is newly SEC-registered with $273.6M RAUM and 8 advisory reps. IAPD ↗fund
$273.6M RAUM · 8 reps · 310-867-2210 · centuryparkcapital.com
80
KAZAZIAN ASSET MANAGEMENT, LLC — (FORT LAUDERDALE, FL) is newly SEC-registered with $189.8M RAUM and 2 advisory reps. IAPD ↗fund
$189.8M RAUM · 2 reps · 201-390-9585 · kazaziancapital.com
80
TRYPERION HOLDINGS LLC — (BEVERLY HILLS, CA) is newly SEC-registered with $111.6M RAUM and 7 advisory reps. IAPD ↗fund
$111.6M RAUM · 7 reps · 310-421-1033 · tryperion.com
80
A.P. GILFOYLE & CO., L.P. — (NEW YORK, NY) is newly SEC-registered with $1.9M RAUM and 2 advisory reps. IAPD ↗fund
$1.9M RAUM · 2 reps · 212-529-4550 · apgilfoyle.com
80
DV CAPITAL ADVISORS, LLC — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $109.2M RAUM and 3 advisory reps. IAPD ↗fund
$109.2M RAUM · 3 reps · 312-663-7111
80
GENERAL INNOVATION CAPITAL, LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗fund
$0 RAUM · 6 reps · 917-816-1744 · generalinnovation.com
80
SLG CAPITAL MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 20 advisory reps. IAPD ↗fund
$0 RAUM · 20 reps · 212-594-2700
70
MARSHALL WACE NORTH AMERICA L.P. — grew from 60 to 89 advisory reps. IAPD ↗fund
$28.56B RAUM · 89 reps · 212-235-2800
65
MODUM ASSET MANAGEMENT LLC — (MEXICO CITY, Mexico) is newly SEC-registered with $50.6M RAUM and 4 advisory reps. IAPD ↗foreign
$50.6M RAUM · 4 reps · (332) 223-4025 · modumam.com
65
SVN GLOBAL — (SAO PAULO, Brazil) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · 55 (11) 99379-4848
65
I2 WEALTH - CROSS BORDER PLANNING — (MONTREAL, QUEBEC, Canada) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗foreign
$0 RAUM · 2 reps · 1 438 462 7872
63
COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC — reported RAUM up 323793% ($100,000 -> $323.9M). IAPD ↗institutional
$323.9M RAUM · 0 reps · 212 644 8500
63
LINGOTTO US LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$654.0M RAUM · 1 reps · 1 332-287-8999 · lingotto.com
61
MTC WEALTH MANAGEMENT — grew from 3 to 6 advisory reps. IAPD ↗institutional
$313.6M RAUM · 6 reps · 888-727-9191 · mtcwealthmanagement.com
60
DECADE RENEWABLE PARTNERS LP — crossed $500M in regulatory AUM ($397.1M -> $500.0M). IAPD ↗institutional
$500.0M RAUM · 3 reps · 281-715-0720 · decaderp.com
60
BRIDGER INVESTMENT PARTNERS LLC — crossed $500M in regulatory AUM ($289.4M -> $518.7M). IAPD ↗institutional
$518.7M RAUM · 4 reps · 1-800-598-9220 · bridger-partners.com
60
ENGINEERS GATE MANAGER LP — grew from 60 to 65 advisory reps. IAPD ↗fund
$10.05B RAUM · 65 reps · 646-757-2800
60
SOUND CAPITAL SOLUTIONS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$45.5M RAUM · 5 reps · 630-853-3300 · soundcapitalsolutions.com
60
HELIX PARTNERS MANAGEMENT LP — 's provisional registration is now fully approved. IAPD ↗fund
$1.15B RAUM · 7 reps · 212-379-4949
60
FREESTONE GROVE PARTNERS LP — 's provisional registration is now fully approved. IAPD ↗fund
$5.99B RAUM · 53 reps · 4159074024 · fgrovep.com
60
TOWN LANE MANAGEMENT LP — 's provisional registration is now fully approved. IAPD ↗fund
$1.32B RAUM · 7 reps · 212-404-7904 · townlane.com
60
GRAVIMARK LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$26.0M RAUM · 2 reps · 914-268-8685
60
VENNLIGHT CAPITAL MANAGEMENT, LP — 's provisional registration is now fully approved. IAPD ↗institutional
$104.3M RAUM · 3 reps · 203-935-3203
60
ATLANTIC UNION MUNICIPAL ADVISORS, INC — 's provisional registration is now fully approved. IAPD ↗institutional
$195.4M RAUM · 4 reps · 804-802-4955X6055
60
EVEN HERD LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$47.8M RAUM · 1 reps · 405-939-6339 · evenherd.com
59
TOWN LANE MANAGEMENT LP — grew from 3 to 7 advisory reps. IAPD ↗fund
$1.32B RAUM · 7 reps · 212-404-7904 · townlane.com
58
1876 PARTNERS, LP — 's provisional registration is now fully approved. IAPD ↗fund
$252.5M RAUM · 5 reps · 281-545-7805
56
ENGINEERS GATE MANAGER LP — reported RAUM up 55% ($6.48B -> $10.05B). IAPD ↗fund
$10.05B RAUM · 65 reps · 646-757-2800
55
NEXT COAST VENTURES, LLC — crossed $500M in regulatory AUM ($403.1M -> $586.0M). IAPD ↗fund
$586.0M RAUM · 9 reps · (512) 370-2242
55
HIGHCREST CAPITAL, LLC — crossed $500M in regulatory AUM ($481.4M -> $666.7M). IAPD ↗fund
$666.7M RAUM · 10 reps · 830-214-2770 · highcrestcapital.com
55
PEAKVIEW CAPITAL — crossed $500M in regulatory AUM ($495.4M -> $530.7M). IAPD ↗fund
$530.7M RAUM · 7 reps · 1 650-321-6600
55
INCEPTIONR LLC — crossed $500M in regulatory AUM ($359.9M -> $838.1M). IAPD ↗fund
$838.1M RAUM · 3 reps · 650-799-2945
55
PHOENIX MERCHANT PARTNERS, LP — crossed $500M in regulatory AUM ($251.5M -> $751.5M). IAPD ↗fund
$751.5M RAUM · 10 reps · 212-804-9990 · phoenix-merchant.com
55
MARSHALL WACE NORTH AMERICA L.P. — reported RAUM up 51% ($18.87B -> $28.56B). IAPD ↗fund
$28.56B RAUM · 89 reps · 212-235-2800
55
HIGHCREST CAPITAL, LLC — grew from 8 to 10 advisory reps. IAPD ↗fund
$666.7M RAUM · 10 reps · 830-214-2770 · highcrestcapital.com
55
TRIANGLE INVESTMENT MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗fund
$128.0M RAUM · 8 reps · 646-346-8871
53
MARCADO ASSET MANAGEMENT LLC — reported RAUM up 44% ($18.0M -> $25.9M). IAPD ↗institutional
$25.9M RAUM · 3 reps · 210-320-1171 · marcado.com
53
SAGEHALL MANAGEMENT LP — reported RAUM up 27% ($570.6M -> $721.8M). IAPD ↗institutional
$721.8M RAUM · 10 reps · 917-671-9690 · sagehallpartners.com
49
BP CAPITAL ENERGY ADVISORS, LLC — reported RAUM up 33% ($637.3M -> $847.4M). IAPD ↗fund
$847.4M RAUM · 8 reps · 214-265-1090 · bpenergypartners.com
49
SILVERARC CAPITAL MANAGEMENT, LLC — reported RAUM up 34% ($538.7M -> $723.9M). IAPD ↗fund
$723.9M RAUM · 5 reps · 617-284-6952 · silverarccapital.com
45
IRONSHORE FINANCIAL — added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$1.10B RAUM · 1 reps · 937-872-4015 · ironshorefinancial.com
45
NONANTUM CAPITAL PARTNERS — LLC is now doing business as NONANTUM CAPITAL PARTNERS. IAPD ↗fund
$1.41B RAUM · 19 reps · 617-245-8050 · nonantumcapital.com
45
AGL CREDIT MANAGEMENT LLC — AGL CREDIT MANAGEMENT LP is now doing business as . IAPD ↗fund
$14.38B RAUM · 32 reps · 212-973-8600
45
MORRISON US, LLC — MORRISON & CO is now doing business as . IAPD ↗fund
$5.94B RAUM · 9 reps · +1 929 384 3822
43
SHERBROOKE PARK ADVISERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$518.7M RAUM · 5 reps · 917-673-2128
43
NEW FALMOUTH, LLC — FALMOUTH INVESTMENT COMPANY, INC. is now doing business as . IAPD ↗fund
$519.1M RAUM · 0 reps · 216-491-3990 · paragonadvisors.net
40
PARVUS ASSET MANAGEMENT EUROPE LIMITED — reported RAUM up 52% ($7.60B -> $11.55B). IAPD ↗foreign
$11.55B RAUM · 1 reps · 44 20 7758 4180 · parvusfunds.com
40
LIGHTHOUSE INVESTMENT PARTNERS, LLC — added office(s): 20 -> 21 additional locations. IAPD ↗fund
$55.83B RAUM · 124 reps · 561-741-0820
40
BLUE OWL REAL ESTATE CAPITAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$25.06B RAUM · 30 reps · (212) 419-3000 · blueowlproducts.com
40
BOFCAL ASSET MANAGEMENT INC. — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$184.0M RAUM · 4 reps · (415) 757-2654 · pacwest.com
40
ENGINEERS GATE MANAGER LP — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$10.05B RAUM · 65 reps · 646-757-2800
40
BOFA SECURITIES, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$0 RAUM · 314 reps · 646-743-2734 · bankofamerica.com
40
LMR PARTNERS LLC — added office(s): 1 -> 4 additional locations. IAPD ↗fund
$148.50B RAUM · 43 reps · 6468915738 · lmrpartners.com
40
NASSAU ALTERNATIVE INVESTMENTS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.23B RAUM · 5 reps · (646) 630-8376
40
59 NORTH CAPITAL MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.47B RAUM · 4 reps · (713) 955-4809
40
NAVIGATE 401K, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$132.0M RAUM · 3 reps · 205-224-9502 · navigate401k.com
38
ACACIA PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$461.4M RAUM · 5 reps · 214-973-2373 · acaciapartnersllc.com
38
RDST CAPITAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$548.1M RAUM · 4 reps · 206.332.1227 · readestreet.com
30
PATRIA CAPITAL PARTNERS LLP — ABRDN CAPITAL PARTNERS LLP is now doing business as . IAPD ↗foreign
$3.91B RAUM · 17 reps · 011 44 776-597-1002
28
PATRIA PRIVATE EQUITY (EUROPE) LIMITED — ABRDN PRIVATE EQUITY (EUROPE) LIMITED is now doing business as . IAPD ↗foreign
$606.8M RAUM · 23 reps · 011 44 776 597 1002 · patria.com
25
RATHBONES — added office(s): 13 -> 15 additional locations. IAPD ↗foreign
$63.62B RAUM · 528 reps · +44-151 236 6666
25
TRICON RESIDENTIAL — INC. is now doing business as TRICON RESIDENTIAL. IAPD ↗foreign
$207.5M RAUM · 37 reps · 416-925-7228 · triconresidential.com
23
RESOLUTE GLOBAL PARTNERS, LTD. — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$317.8M RAUM · 5 reps · 441-599-8308
20
ATLAS SQUARE PARTNERS(HK) LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$184.6M RAUM · 1 reps · 85266097626 · atlas-square.com
20
DRACO EVOLUTION — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$0 RAUM · 1 reps · 949-535-4675

Free page: firm, event, phone, website. The paid feed adds every window as CSV, filters by state and AUM band, and alerts the day the roster drops. Data: SEC Form ADV monthly roster; confirm on IAPD before acting.