← Tributary

Office IT & facilities — February 2024

Managed IT, telecom, and facilities for new offices.

156 firms opened this window in the February 2024 SEC roster: 118 new office, 38 relocation.

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

55
RBC CAPITAL MARKETS, LLC — added office(s): 311 -> 320 additional locations. IAPD ↗
$201.26B RAUM · 2042 reps · 212-858-7000 · us.rbcwealthmanagement.com
55
LINSCOMB & WILLIAMS — added office(s): 4 -> 5 additional locations. IAPD ↗
$4.26B RAUM · 28 reps · 713-840-1000 · linscomb-williams.com
55
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$388.39B RAUM · 434 reps · 800-225-2365 · columbiathreadneedleus.com
55
LBMC INVESTMENT ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.81B RAUM · 3 reps · 615-377-4603 · lbmc.com
55
CHURCHILL MANAGEMENT GROUP — added office(s): 83 -> 85 additional locations. IAPD ↗
$8.24B RAUM · 42 reps · 323-937-7110
55
HBKS WEALTH ADVISORS — added office(s): 11 -> 12 additional locations. IAPD ↗
$5.57B RAUM · 72 reps · 814-836-5776 · level3wealth.com
55
WAVERLY ADVISORS, LLC — added office(s): 8 -> 12 additional locations. IAPD ↗
$7.89B RAUM · 69 reps · 205-871-3334 · waassett.com
55
CURI RMB CAPITAL, LLC — added office(s): 8 -> 12 additional locations. IAPD ↗
$7.77B RAUM · 66 reps · 312-993-5800
55
CANNELL & SPEARS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$5.86B RAUM · 19 reps · 212-752-5255 · thebeehivefund.com
55
GREENWICH WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.05B RAUM · 8 reps · 203-618-0100 · greenwichwealth.com
55
BAYSTATE WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.50B RAUM · 5 reps · 9139045700 · baystatewealth.com
55
ASHTON THOMAS PRIVATE WEALTH — added office(s): 17 -> 20 additional locations. IAPD ↗
$2.00B RAUM · 37 reps · 602-732-4745
55
FLAGSHIP HARBOR ADVISORS, LLC — added office(s): 33 -> 36 additional locations. IAPD ↗
$2.45B RAUM · 58 reps · (857) 350-4229 · trestlebridgecapital.com
55
CAPITAL INVESTMENT ADVISORS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$5.26B RAUM · 43 reps · 404-531-0018
55
MONECO ADVISORS — added office(s): 7 -> 9 additional locations. IAPD ↗
$1.03B RAUM · 38 reps · 203-319-3550
55
BEACON TRUST — added office(s): 1 -> 2 additional locations. IAPD ↗
$3.46B RAUM · 42 reps · 973-377-8090
55
STRATOS WEALTH ADVISORS LLC — added office(s): 27 -> 31 additional locations. IAPD ↗
$3.55B RAUM · 60 reps · (440) 519-2500 · stratoswealthadvisors.com
55
EVERSOURCE WEALTH ADVISORS, LLC — added office(s): 15 -> 17 additional locations. IAPD ↗
$1.81B RAUM · 26 reps · 205-982-5515
55
SUMMIT FINANCIAL, LLC — added office(s): 28 -> 34 additional locations. IAPD ↗
$6.15B RAUM · 67 reps · 973-285-3600 · summitfinancial.com
55
AMERICANA PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$3.83B RAUM · 24 reps · 713-429-5552 · americanapartners.com
55
MAIN STREET FINANCIAL SOLUTIONS, LLC — added office(s): 21 -> 23 additional locations. IAPD ↗
$1.58B RAUM · 29 reps · 215-259-5021
55
GATEWAY WEALTH PARTNERS, LLC — added office(s): 22 -> 24 additional locations. IAPD ↗
$1.15B RAUM · 38 reps · (920) 731-9293 · integratedwealthpartners.com
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 29 -> 30 additional locations. IAPD ↗
$6.05B RAUM · 106 reps · (813) 575-2652 · lindamoodfinancialgroup.com
55
CATALYTIC WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.00B RAUM · 10 reps · 617-234-7000 · catalyticwealth.com
53
ASHTON THOMAS SECURITIES, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$344.3M RAUM · 20 reps · 585-424-1234 · excelsecurities.com
53
SPENCE ASSET MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$621.1M RAUM · 7 reps · 575-556-8500 · ww-capital.com
53
SANDERSON WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$898.7M RAUM · 11 reps · 716-566-2420 · sandersonllc.com
53
AA FINANCIAL ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$725.3M RAUM · 8 reps · 614-442-3355
53
WRIGHT ASSOCIATES — added office(s): 0 -> 1 additional locations. IAPD ↗
$305.6M RAUM · 4 reps · 412-854-2100 · kswrightassociates.com
53
PARK PIEDMONT ADVISORS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$797.8M RAUM · 7 reps · 312-722-6760
53
TOTAL CLARITY WEALTH MANAGEMENT, INC — added office(s): 5 -> 10 additional locations. IAPD ↗
$329.1M RAUM · 14 reps · 630-762-9352
53
WORTHPOINTE — added office(s): 8 -> 9 additional locations. IAPD ↗
$733.3M RAUM · 10 reps · 800-620-4232
53
INTEGRAL WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$259.0M RAUM · 3 reps · 209-633-3101
53
MALAGA COVE CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$260.6M RAUM · 3 reps · (310) 421-2141 · malagacovecapital.com
53
KING WEALTH MANAGEMENT GROUP, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
$751.3M RAUM · 7 reps · (239) 766-4092 · kingwealthmanagementgroup.com
53
PRENTICE WEALTH MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$393.5M RAUM · 4 reps · 585-218-0001
53
WALKNER CONDON FINANCIAL ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$633.5M RAUM · 9 reps · 608-234-4127
53
FUSE PARTNERS, LLC — added office(s): 5 -> 8 additional locations. IAPD ↗
$663.8M RAUM · 19 reps · 975-361-1001
53
FIDUCIARY FINANCIAL ADVISORS — added office(s): 6 -> 7 additional locations. IAPD ↗
$352.2M RAUM · 22 reps · 6166223062
53
OAK ROOT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$666.0M RAUM · 1 reps · 646-596-4249 · oakrootllc.com
53
MILESTONE FINANCIAL PLANNING, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$423.9M RAUM · 10 reps · 603-589-8010
53
TCP ASSET MANAGEMENT, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$470.5M RAUM · 17 reps · 614-761-9378 · tcpasset.com
53
LIFEWORKS ADVISORS, LLC — added office(s): 14 -> 16 additional locations. IAPD ↗
$261.2M RAUM · 16 reps · (616) 200-6512
53
TRIVIUM POINT ADVISORY, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$716.2M RAUM · 14 reps · (203) 221-3085
53
SOVEREIGN FINANCIAL GROUP, INC. — added office(s): 15 -> 16 additional locations. IAPD ↗
$599.5M RAUM · 15 reps · (888) 765-8180
53
GRAVES LIGHT LENHART — added office(s): 0 -> 1 additional locations. IAPD ↗
$933.7M RAUM · 6 reps · (540) 433-3076 · gllwealth.com
53
INSPIRE ADVISORS, LLC — added office(s): 29 -> 30 additional locations. IAPD ↗
$520.8M RAUM · 29 reps · (877) 658-9473 · inspireadvisors.com
53
TACTIVE ADVISORS, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$275.1M RAUM · 10 reps · 855-282-2848 · strategymarketplace.com
53
JACKSONVILLE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$340.2M RAUM · 5 reps · 904-923-7526 · jaxwealth.com
53
WEALTH EFFECTS — added office(s): 4 -> 5 additional locations. IAPD ↗
$392.9M RAUM · 7 reps · 617-465-2560 · w-effects.com
53
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$365.4M RAUM · 16 reps · 800-588-3893
53
SINGER WEALTH ADVISORS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$424.6M RAUM · 9 reps · 561-998-9985
53
TWIN PEAKS WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$273.5M RAUM · 7 reps · (650) 200-0308 · twinpwa.com
53
ABOUND FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$352.4M RAUM · 2 reps · 916-846-7780
53
SIERRA SUMMIT ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$425.0M RAUM · 3 reps · 847-652-5070 · sierrasummitadvisors.com
50
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$237.5M RAUM · 1 reps · (650) 463-0200
50
SAXONY CAPITAL MANAGEMENT, LLC — added office(s): 18 -> 21 additional locations. IAPD ↗
$163.1M RAUM · 0 reps · 314-963-9336 · saxonycapitalmanagement.com
50
NESTEGG ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$197.7M RAUM · 3 reps · 631-952-2700 · nesteggadvisors.net
50
PENBROOK MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$146.4M RAUM · 4 reps · 212-792-6952 · penbrookllc.com
50
PATHWORKS FINANCIAL, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$144.4M RAUM · 4 reps · 248-946-4515 · scottsmithfinancial.com
50
BAY CAPITAL ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$155.1M RAUM · 4 reps · 757-816-0967 · baycapitaladvice.com
50
GUARDIAN WEALTH ADVISORS, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$197.8M RAUM · 3 reps · 952-746-3211
50
PORTFOLIO RESOURCES ADVISOR GROUP, INC. — added office(s): 10 -> 11 additional locations. IAPD ↗
$107.8M RAUM · 18 reps · 305-372-0299 · jmfs.com
50
WOLFSTICH CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$128.6M RAUM · 1 reps · (781) 475-6157 · wolfstichcapital.com
50
SIZEMORE CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$111.8M RAUM · 6 reps · (214) 265-6597 · blueorbitcapital.com
50
KEYSTONE WEALTH ADVISORS, INCORPORATED — added office(s): 2 -> 3 additional locations. IAPD ↗
$156.9M RAUM · 4 reps · 612-465-8118
50
SUMMIT GROUP RETIREMENT PLANNERS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$206.0M RAUM · 3 reps · 484-467-7899 · sgretirementplanners.com
50
CITRINE CAPITAL — added office(s): 4 -> 5 additional locations. IAPD ↗
$194.6M RAUM · 5 reps · (415) 494-8262 · citrinecapitaladvisors.com
50
MATHIS WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$109.7M RAUM · 4 reps · 602-393-0501
50
KEY CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$205.8M RAUM · 5 reps · 615-826-5749 · retiretv.com
50
PUSHKIN ADVISORY GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$27.8M RAUM · 1 reps · 315-269-2828
50
PRECISE INVESTMENT MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$114.2M RAUM · 4 reps · 702-906-0940
50
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC — added office(s): 17 -> 28 additional locations. IAPD ↗
$113.1M RAUM · 21 reps · 1-407-362-7753
50
R.J. CLOUD ADVISORS & COMPANY — added office(s): 0 -> 1 additional locations. IAPD ↗
$111.0M RAUM · 3 reps · 918-949-9713 · rjcloudadvisorsandcompany.com
50
REDWOOD FINANCIAL PLANNING, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$174.6M RAUM · 5 reps · 908-663-2125
50
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$171.3M RAUM · 2 reps · 513-817-3131 · future-financial.net
50
WATERROCK WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$101.3M RAUM · 5 reps · (505) 831-6342
50
ROCKPORT WEALTH ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
$123.0M RAUM · 7 reps · (216) 226-4560
50
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$137.4M RAUM · 1 reps · 320-269-7889
50
PROXY WEALTH ADVISORS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$116.1M RAUM · 9 reps · 646-289-5075 · proxywealth.com
50
SUCCESS WEALTH MANAGEMENT LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$40.1M RAUM · 12 reps · 724-934-8128
50
CHRONOS WEALTH MANAGEMENT, L.L.C. — added office(s): 0 -> 1 additional locations. IAPD ↗
$210.3M RAUM · 2 reps · (727) 446-2306 · chronoswm.com
50
AEGIS WEALTH MANAGEMENT, INC. — added office(s): 26 -> 27 additional locations. IAPD ↗
$135.0M RAUM · 28 reps · (833) 483-8383 · investpistole.com
50
ILLUMINE INVESTMENT MANAGEMENT, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$188.7M RAUM · 4 reps · 424-322-7500
50
CLARENDON PRIVATE LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$230.4M RAUM · 7 reps · (617) 927 7999 · clarendonprivate.com
50
JOEL ADAMS AND ASSOCIATES INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$244.4M RAUM · 2 reps · (828) 251-9700 · joeladamsasheville.com
50
KNOWN WEALTH LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$30.8M RAUM · 3 reps · 646-586-9424
50
STEWARD ADVISORS GROUP, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$31.7M RAUM · 1 reps · (888) 225-3350 · stewardadvisorsgroup.com
50
ASHTREE BLOCK VENTURES LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$0 RAUM · 1 reps · 8889292825 · ashtreebv.com
50
FAMILY WEALTH PLANNING PARTNERS — added office(s): 0 -> 2 additional locations. IAPD ↗
$142.3M RAUM · 4 reps · 502-200-5210
50
MIDWAY WEALTH PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$249.0M RAUM · 3 reps · (847) 787-1144 · midwaywp.com
50
ACTS FINANCIAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$101.7M RAUM · 2 reps · 571-749-5522 · actsfinancialadvisors.com
50
QUANTUM PORTFOLIO MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$61.7M RAUM · 4 reps · 212-466-6760
50
EAGLE WEALTH MANAGEMENT GROUP INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$214.0M RAUM · 2 reps · 661-257-9800
50
ALTITUDE CAPITAL MANAGEMENT LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$0 RAUM · 3 reps · 515-207-3310 · altitudecm.com
50
BRIGHTHOUSE INVESTMENT ADVISERS, LLC — moved its main office from BOSTON, MA to CHARLOTTE, NC. IAPD ↗
$133.62B RAUM · 9 reps · 980-949-4301
50
WE FAMILY OFFICES — moved its main office from MIAMI, FL to CORAL GABLES, FL. IAPD ↗
$12.06B RAUM · 28 reps · 305-825-2225
50
FRAGASSO FINANCIAL ADVISORS — moved its main office from PITTSBURGH, PA to SEWICKLEY, PA. IAPD ↗
$2.14B RAUM · 27 reps · 412-227-3200
50
ANNEX WEALTH MANAGEMENT, LLC — moved its main office from ELM GROVE, WI to BROOKFIELD, WI. IAPD ↗
$5.10B RAUM · 60 reps · 262-786-6363 · annexwealth.wistia.com
50
BAYSTATE WEALTH MANAGEMENT — moved its main office from BOSTON, MA to OVERLAND PARK,, KS. IAPD ↗
$1.50B RAUM · 5 reps · 9139045700 · baystatewealth.com
48
CLEARBROOK INVESTMENT CONSULTING LLC — moved its main office from STAMFORD, CT to NEW YORK, NY. IAPD ↗
$464.9M RAUM · 8 reps · 212 359-0290 · clearbrookglobal.com
48
CMH WEALTH MANAGEMENT, LLC — moved its main office from NORTH HAMPTON, NH to PORTSMOUTH, NH. IAPD ↗
$555.9M RAUM · 5 reps · (603) 379-8161
48
TAYLOR & MORGAN ASSET MANAGEMENT, LLC — moved its main office from FLINT, MI to TROY, MI. IAPD ↗
$277.5M RAUM · 6 reps · 248-688-9399
48
EAGLE'S VIEW CAPITAL MANAGEMENT LLC — moved its main office from WEST PALM BEACH, FL to NEW YORK, NY. IAPD ↗
$748.0M RAUM · 4 reps · 212-421-7300 · evhedge.com
48
FORTIS ADVISORS, LLC — moved its main office from KING OF PRUSSIA, PA to WAYNE, PA. IAPD ↗
$459.9M RAUM · 5 reps · 610-313-0910
48
PARISI GRAY WEALTH MANAGEMENT, LLC — moved its main office from BEDMINSTER, NJ to MENDHAM, NJ. IAPD ↗
$483.7M RAUM · 2 reps · 973-358-4921
45
MEIRA — moved its main office from MIAMI, FL to CORAL CABLES, FL. IAPD ↗
$223.4M RAUM · 5 reps · 305-670-4440
45
CLEARBROOK INVESTMENT SOLUTIONS LLC — moved its main office from STAMFORD, CT to NEW YORK, NY. IAPD ↗
$192.4M RAUM · 11 reps · 212-359-0290 · clearbrookglobal.com
45
DRH INVESTMENTS, INC. — moved its main office from LOS ANGELES, CA to THOUSAND OAKS, CA. IAPD ↗
$179.5M RAUM · 2 reps · (310) 826-1740 · drhinvestments.com
45
FLOWER CITY CAPITAL LLC — moved its main office from ROCHESTER, NY to PITTSFORD, NY. IAPD ↗
$185.4M RAUM · 2 reps · 585-236-8501 · flowercitycapital.com
45
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC — moved its main office from NEW YORK, NY to ORLANDO, FL. IAPD ↗
$113.1M RAUM · 21 reps · 1-407-362-7753
45
SOUND FINANCIAL, LLC — moved its main office from MILL CREEK, WA to LAKE STEVENS, WA. IAPD ↗
$115.7M RAUM · 5 reps · 425-332-6568
45
SUCCESS WEALTH MANAGEMENT LLC — moved its main office from PITTSBURGH, PA to WEXFORD, PA. IAPD ↗
$40.1M RAUM · 12 reps · 724-934-8128
45
FNZ ADVISERS LLC — moved its main office from AVENTURA, FL to NEW YORK, NY. IAPD ↗
$105.0M RAUM · 1 reps · 800-516-0851
45
GROWSTRONG WEALTH STRATEGIES — moved its main office from LOVELAND, CO to FORT COLLINS, CO. IAPD ↗
$94.9M RAUM · 10 reps · 866-535-2774 · growstrongwealth.com
45
CREDENTIALED WEALTH ADVISORS, LLC — moved its main office from COLORADO SPRINGS, CO to JOHNSTOWN, CO. IAPD ↗
$135.9M RAUM · 2 reps · 719-309-0059
45
COVE PRIVATE WEALTH, LLC — moved its main office from SYOSSET, NY to OYSTER BAY, NY. IAPD ↗
$200.2M RAUM · 1 reps · 516-588-1123 · coveprivatewealth.com
45
KAPSTONE FINANCIAL ADVISORS LLC — moved its main office from DAYTON, OH to LEBENON, OH. IAPD ↗
$204.8M RAUM · 3 reps · (937) 751-1000 · kapstoneadvisors.com
45
LMPG WEALTH ADVISORS, LLC — moved its main office from CORAL GABLES, FL to MIAMI, FL. IAPD ↗
$106.9M RAUM · 2 reps · 610-202-9897
45
PFM ASSET MANAGEMENT LLC — added office(s): 20 -> 23 additional locations. IAPD ↗institutional
$153.84B RAUM · 215 reps · 717-231-6200 · pfmam.com
45
DOCK STREET CAPITAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$2.35B RAUM · 2 reps · 212-457-8258 · dockstreetcap.com
45
SIMPLIFY ASSET MANAGEMENT INC. — added office(s): 9 -> 10 additional locations. IAPD ↗institutional
$3.18B RAUM · 10 reps · 646-585-0476 · simplify.us
43
GIRARD PENSION SERVICES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$471.4M RAUM · 3 reps · 610-821-1331
43
DRI CAPITAL (US), INC. — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$368.4M RAUM · 5 reps · 416-272-2674
40
CMC ADVISORS, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 2 reps · 212-402-1850
40
MERITAGE GROUP LP — added office(s): 7 -> 10 additional locations. IAPD ↗fund
$13.03B RAUM · 23 reps · 415.399.5330 · meritagegroup.com
40
STRATEGIC ASSET ALLIANCE — added office(s): 1 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 4 reps · 360-255-2500 · saai.com
40
DFW CAPITAL MANAGEMENT, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$1.92B RAUM · 15 reps · 201-836-6000 · dfwcapital.com
40
MAN SOLUTIONS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.65B RAUM · 19 reps · 212.649.6600 · man.com
40
SRS INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$10.93B RAUM · 16 reps · 212-520-7900
40
FRAZIER LIFE SCIENCES MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.58B RAUM · 37 reps · 650-325-5156 · frazierls.com
40
AQUILINE MANAGEMENT HOLDINGS LP — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$10.14B RAUM · 48 reps · 212-624-9511
38
DGV SOLUTIONS LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$870.6M RAUM · 5 reps · 612-843-4360 · dgvlp.com
38
BRIDGEPORT PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$285.7M RAUM · 7 reps · 9736000274 · bgptpartners.com
35
BASELINE PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$143.3M RAUM · 2 reps · 480-336-9730 · baseline-partners.com
35
ONE MADISON GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$188.7M RAUM · 9 reps · 212-655-7197 · onemadisongroup.com
35
BLUE BEACH CAPITAL — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$157.4M RAUM · 1 reps · 787-647-7123 · bluebeachcap.com
35
BOLTON INVESTMENT — moved its main office from BALTIMORE, MD to TOWSON, MD. IAPD ↗institutional
$37.4M RAUM · 7 reps · 410 547-0500 · boltonusa.com
35
DFW CAPITAL MANAGEMENT, LLC — moved its main office from TEANECK, NJ to NEW YORK, NY. IAPD ↗fund
$1.92B RAUM · 15 reps · 201-836-6000 · dfwcapital.com
35
ALTAROCK PARTNERS LP — moved its main office from BEVERLY, MA to WEST PALM BEACH, FL. IAPD ↗fund
$4.62B RAUM · 3 reps · (561) 200-1300 · altarockpartners.com
35
NGC CAPITAL MANAGEMENT LLC — moved its main office from SAN FRANCISCO, CA to NEW YORK, NY. IAPD ↗fund
$2.84B RAUM · 7 reps · (646) 630-8376 · aicap.com
35
BLUE ROCK ADVISORS, LLC — moved its main office from WAYZATA, MN to EXCELSIOR, MN. IAPD ↗fund
$1.22B RAUM · 3 reps · (952) 229-8700 · blue-rock.com
35
FRAZIER LIFE SCIENCES MANAGEMENT, LP — moved its main office from MENLO PARK, CA to PALO ALTO, CA. IAPD ↗fund
$3.58B RAUM · 37 reps · 650-325-5156 · frazierls.com
35
MSA POWER FUNDS LLC — moved its main office from GRAND CAYMAN, to NEW YORK, NY. IAPD ↗institutional
$7.4M RAUM · 2 reps · 855-316-3778 · cvafunds.com
35
PF ADVISORS LLC — moved its main office from LITTLETON, CO to LAKEWOOD, CO. IAPD ↗institutional
$0 RAUM · 1 reps · 720-751-4795 · petrofunders.com
33
SANCUS CAPITAL MANAGEMENT LP — moved its main office from NEW YORK, NY to LOS ANGELES, CA. IAPD ↗fund
$635.5M RAUM · 8 reps · 212-277-8255 · sancuscap.com
33
ALCION VENTURES, L.P. — moved its main office from BOSTON, MA to BURLINGTON, MA. IAPD ↗fund
$471.3M RAUM · 5 reps · 617-603-1000 · alcionventures.com
33
PABRAI INVESTMENT FUNDS — moved its main office from AUSTIN, TX to WEST LAKE HILLS, TX. IAPD ↗fund
$637.6M RAUM · 2 reps · 512-999-7110
33
NEWROAD CAPITAL PARTNERS, LLC — moved its main office from ROGERS, AR to BENTONVILLE, AR. IAPD ↗fund
$662.3M RAUM · 16 reps · 479-657-2100 · newroadcp.com
30
CBF ADVISORS, LLC — moved its main office from STAMFORD, CT to NEW YORK, NY. IAPD ↗fund
$38.8M RAUM · 5 reps · (212) 359-0290 · clearbrookglobal.com
30
DHANDHO FUNDS LLC — moved its main office from AUSTIN, TX to WEST LAKE HILLS, TX. IAPD ↗fund
$85.9M RAUM · 3 reps · 512.999.7110
25
CIBC ASSET MANAGEMENT INC. — added office(s): 15 -> 17 additional locations. IAPD ↗foreign
$108.43B RAUM · 265 reps · 888-888-3863 · cibc.com
25
RATHBONES — added office(s): 13 -> 15 additional locations. IAPD ↗foreign
$54.48B RAUM · 447 reps · +44-151 236 6666 · rathbones.com
23
1832 ASSET MANAGEMENT U.S. INC. — added office(s): 9 -> 11 additional locations. IAPD ↗foreign
$787.2M RAUM · 22 reps · 416-840-7986
23
BMO NESBITT BURNS SECURITIES LTD. — added office(s): 46 -> 52 additional locations. IAPD ↗foreign
$660.9M RAUM · 181 reps · 416-359-4000 · uswealth.bmo.com
20
HOXTON CAPITAL MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$217.9M RAUM · 17 reps · 737-249-9620

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.