← Tributary

Office IT & facilities — April 2024

Managed IT, telecom, and facilities for new offices.

1098 firms opened this window in the April 2024 SEC roster: 953 new office, 145 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
J.P. MORGAN SECURITIES LLC — added office(s): 3364 -> 3411 additional locations. IAPD ↗
$249.73B RAUM · 7426 reps · 800-999-2000
55
EDWARD JONES — added office(s): 14975 -> 15075 additional locations. IAPD ↗
$692.25B RAUM · 21219 reps · 314-515-2000
55
ESI FINANCIAL ADVISORS — added office(s): 220 -> 230 additional locations. IAPD ↗
$2.12B RAUM · 420 reps · 800-344-7437 · equity-services.com
55
GOLDMAN SACHS & CO. LLC — added office(s): 20 -> 24 additional locations. IAPD ↗
$222.74B RAUM · 2406 reps · 212-902-1000
55
JANNEY MONTGOMERY SCOTT LLC — added office(s): 118 -> 130 additional locations. IAPD ↗
$85.90B RAUM · 1239 reps · 215-665-6000
55
STIFEL, NICOLAUS & COMPANY, INCORPORATED — added office(s): 459 -> 460 additional locations. IAPD ↗
$149.25B RAUM · 3027 reps · 314-342-2000 · stifelradford.com
55
WINTRUST INVESTMENTS — added office(s): 76 -> 78 additional locations. IAPD ↗
$14.42B RAUM · 147 reps · 312-431-1700 · fcbadvisors.com
55
PRINCIPAL SECURITIES, INC. — added office(s): 350 -> 384 additional locations. IAPD ↗
$12.11B RAUM · 1349 reps · 888-774-6267 · principalsecurities.com
55
DAVENPORT & COMPANY LLC — added office(s): 25 -> 26 additional locations. IAPD ↗
$19.33B RAUM · 206 reps · 804-780-2000
55
&PARTNERS — added office(s): 10 -> 20 additional locations. IAPD ↗
$1.17B RAUM · 87 reps · 615-255-6431 · ensemblewealthplanning.com
55
HILLTOP SECURITIES INC. — added office(s): 16 -> 17 additional locations. IAPD ↗
$1.87B RAUM · 113 reps · 214-859-1800 · advisor.hilltopsecurities.com
55
LPL FINANCIAL LLC — added office(s): 9898 -> 17453 additional locations. IAPD ↗
$463.48B RAUM · 27045 reps · 704-733-3300
55
CITIGROUP GLOBAL MARKETS INC. — added office(s): 733 -> 742 additional locations. IAPD ↗
$40.52B RAUM · 4880 reps · 212-816-6000 · citibankonline.com
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED — added office(s): 3372 -> 3542 additional locations. IAPD ↗
$1271.59B RAUM · 26251 reps · 800-637-7455 · business.bofa.com
55
INDEPENDENT FINANCIAL GROUP, LLC — added office(s): 364 -> 385 additional locations. IAPD ↗
$6.75B RAUM · 444 reps · 858-436-3180 · ifgsd.com
55
NORTHERN TRUST SECURITIES, INC — added office(s): 19 -> 20 additional locations. IAPD ↗
$1.03B RAUM · 70 reps · 312-557-2000 · northerntrust.com
55
ROBERT W. BAIRD & CO. INCORPORATED — added office(s): 161 -> 179 additional locations. IAPD ↗
$287.51B RAUM · 2966 reps · 414-765-3500
55
PRIMERICA ADVISORS — added office(s): 1646 -> 1704 additional locations. IAPD ↗
$8.46B RAUM · 3560 reps · 833-786-0550 · primerica.com
55
THRIVENT INVESTMENT MANAGEMENT INC. — added office(s): 1106 -> 1111 additional locations. IAPD ↗
$14.81B RAUM · 2509 reps · 800-847-4836 · thrivent.com
55
HSBC SECURITIES (USA) INC. — added office(s): 60 -> 62 additional locations. IAPD ↗
$3.02B RAUM · 340 reps · 212-525-2879 · us.hsbc.com
55
ADVICE AND PLANNING SERVICES — added office(s): 136 -> 137 additional locations. IAPD ↗
$32.68B RAUM · 1115 reps · 212-490-9000
55
MARQUETTE ASSOCIATES, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$22.95B RAUM · 52 reps · 312-527-5500
55
OSAIC WEALTH, INC. — added office(s): 1009 -> 1670 additional locations. IAPD ↗
$94.56B RAUM · 4397 reps · 800-821-5100 EXT. 5389
55
TRIAD ADVISORS, LLC — added office(s): 75 -> 80 additional locations. IAPD ↗
$1.11B RAUM · 89 reps · 800-720-4003 · pearsonandcompany.net
55
STIFEL INDEPENDENT ADVISORS, LLC — added office(s): 76 -> 79 additional locations. IAPD ↗
$3.56B RAUM · 127 reps · 314-342-4051 · wingsfinancialgroup.com
55
OSAIC INSTITUTIONS, INC. — added office(s): 531 -> 557 additional locations. IAPD ↗
$3.63B RAUM · 474 reps · 203-599-6000
55
ARVEST WEALTH MANAGEMENT — added office(s): 177 -> 180 additional locations. IAPD ↗
$2.59B RAUM · 227 reps · 888-916-2121 · advisors.arvest.com
55
FIRST CITIZENS INVESTOR SERVICES, INC. — added office(s): 73 -> 107 additional locations. IAPD ↗
$1.73B RAUM · 130 reps · 800-229-0205
55
PARK AVENUE SECURITIES LLC — added office(s): 385 -> 399 additional locations. IAPD ↗
$11.88B RAUM · 1820 reps · 1-888-600-4667
55
SILVER OAK SECURITIES, INC. — added office(s): 75 -> 76 additional locations. IAPD ↗
$1.46B RAUM · 105 reps · 731-668-3825
55
MIDWESTERN SECURITIES TRADING CO.,LLC — added office(s): 56 -> 71 additional locations. IAPD ↗
$1.26B RAUM · 38 reps · 309-699-6786
55
SANFORD C. BERNSTEIN & CO., LLC — added office(s): 17 -> 22 additional locations. IAPD ↗
$3.71B RAUM · 0 reps · 212-969-1000
55
AVANTAX ADVISORY SERVICES — added office(s): 1514 -> 1580 additional locations. IAPD ↗
$41.70B RAUM · 2478 reps · 972-870-6000
55
METROPOLITAN WEST ASSET MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$102.77B RAUM · 68 reps · 213-244-1050 · tcw.com
55
JANUS HENDERSON INVESTORS — added office(s): 4 -> 5 additional locations. IAPD ↗
$239.35B RAUM · 106 reps · (303) 333-3863
55
WCM INVESTMENT MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$66.61B RAUM · 43 reps · 949-380-0200
55
PACIFIC INCOME ADVISERS INC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.96B RAUM · 10 reps · 310-393-1424
55
EVERGREEN CAPITAL MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$4.55B RAUM · 23 reps · 425-467-4600
55
WASHINGTON CAPITAL MANAGEMENT INC — added office(s): 7 -> 8 additional locations. IAPD ↗
$6.83B RAUM · 45 reps · 206-382-0825
55
CREATIVE PLANNING — added office(s): 70 -> 79 additional locations. IAPD ↗
$175.27B RAUM · 1210 reps · (866) 909-5148
55
1834 INVESTMENT ADVISORS CO. — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.12B RAUM · 17 reps · (414) 615-1012 · 1834investmentadvisors.com
55
HALBERT HARGROVE — added office(s): 9 -> 10 additional locations. IAPD ↗
$3.16B RAUM · 36 reps · 562-435-5657
55
TRUEPOINT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$4.94B RAUM · 36 reps · 513-792-6648
55
TCW ASSET MANAGEMENT COMPANY LLC — added office(s): 5 -> 8 additional locations. IAPD ↗
$64.19B RAUM · 145 reps · 213-244-0000 · tcw.com
55
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC — added office(s): 2 -> 3 additional locations. IAPD ↗
$135.40B RAUM · 105 reps · 212-641-3800 · schroders.com
55
DANA INVESTMENT ADVISORS INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$4.51B RAUM · 27 reps · 262-782-3631 · danainvestment.com
55
BAHL & GAYNOR INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$18.03B RAUM · 36 reps · 513-287-6100
55
F L PUTNAM INVESTMENT MANAGEMENT CO. — added office(s): 8 -> 10 additional locations. IAPD ↗
$6.17B RAUM · 60 reps · 800-344-3435
55
AVANTAX PLANNING PARTNERS, INC. — added office(s): 89 -> 108 additional locations. IAPD ↗
$6.38B RAUM · 248 reps · 563-582-2855 · avantax.com
55
TCW INVESTMENT MANAGEMENT COMPANY LLC — added office(s): 3 -> 7 additional locations. IAPD ↗
$39.90B RAUM · 125 reps · 213-244-0000
55
WELLINGTON MANAGEMENT COMPANY LLP — added office(s): 5 -> 6 additional locations. IAPD ↗
$1282.73B RAUM · 541 reps · 617-951-5000
55
PLANCORP, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$6.48B RAUM · 47 reps · 636-532-7824 · plancorp.com
55
THE AYCO COMPANY, L.P. — added office(s): 23 -> 24 additional locations. IAPD ↗
$25.87B RAUM · 997 reps · 518-886-4000
55
BOK FINANCIAL PRIVATE WEALTH, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$2.82B RAUM · 16 reps · 303-539-0100 · bokfinancialprivatewealth.com
55
ASSET PRESERVATION ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$6.93B RAUM · 20 reps · 404-261-1333
55
CLARFELD — added office(s): 22 -> 30 additional locations. IAPD ↗
$9.52B RAUM · 160 reps · 914-846-0100 · citizensbank.com
55
ONEDIGITAL INVESTMENT ADVISORS — added office(s): 73 -> 83 additional locations. IAPD ↗
$107.10B RAUM · 380 reps · 877-742-2021
55
ALTA CAPITAL MANAGEMENT LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$1.71B RAUM · 18 reps · 801-274-6010
55
OAKTREE CAPITAL MANAGEMENT, L.P. — added office(s): 11 -> 14 additional locations. IAPD ↗
$161.48B RAUM · 277 reps · 213-830-6300
55
NATIXIS ADVISORS, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$63.77B RAUM · 75 reps · 617-449-2802
55
BRADLEY FOSTER & SARGENT INC — added office(s): 3 -> 5 additional locations. IAPD ↗
$6.85B RAUM · 17 reps · 860-527-8050 · bfsinvest.com
55
J.P. MORGAN INVESTMENT MANAGEMENT INC. — added office(s): 262 -> 279 additional locations. IAPD ↗
$2549.09B RAUM · 2112 reps · (800) 343-1113
55
HEITMAN REAL ESTATE SECURITIES LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$2.31B RAUM · 42 reps · 312-855-5700 · heitman.com
55
TEACHERS ADVISORS, LLC — added office(s): 10 -> 14 additional locations. IAPD ↗
$368.62B RAUM · 321 reps · 212-490-9000
55
SAVANT WEALTH MANAGEMENT — added office(s): 31 -> 39 additional locations. IAPD ↗
$24.40B RAUM · 185 reps · 815-227-0300 · savantwealth.com
55
EAGLE GLOBAL ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.94B RAUM · 10 reps · 713-952-3550 · eagleglobal.com
55
TRANSAMERICA RETIREMENT ADVISORS, LLC — added office(s): 20 -> 53 additional locations. IAPD ↗
$12.68B RAUM · 126 reps · 866-368-0566 · transamerica.com
55
PT ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$7.00B RAUM · 14 reps · 312-521-1000 · ptam.com
55
GOLDMAN SACHS ASSET MANAGEMENT, L.P. — added office(s): 15 -> 16 additional locations. IAPD ↗
$1661.29B RAUM · 801 reps · 212-902-1000 · nextcapital.lightning.force.com
55
BOYD WATTERSON ASSET MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$17.88B RAUM · 45 reps · 216-771-3450 · boydwatterson.com
55
MORNINGSTAR INVESTMENT MANAGEMENT LLC — added office(s): 22 -> 25 additional locations. IAPD ↗
$54.69B RAUM · 83 reps · 312-696-6000 · morningstar.com
55
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$427.06B RAUM · 411 reps · 800-225-2365 · columbiathreadneedleus.com
55
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — added office(s): 5 -> 8 additional locations. IAPD ↗
$3964.39B RAUM · 689 reps · 617-563-7000
55
ALLIANCEBERNSTEIN L.P. — added office(s): 50 -> 53 additional locations. IAPD ↗
$651.48B RAUM · 829 reps · 615-622-0000
55
MIO PARTNERS, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$47.80B RAUM · 57 reps · 212-203-4000 · miopartners.com
55
DAVIS SELECTED ADVISERS LP — added office(s): 0 -> 1 additional locations. IAPD ↗
$22.94B RAUM · 11 reps · (800) 279-2279 · davisadvisors.com
55
BRAVE WARRIOR ADVISORS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$5.24B RAUM · 3 reps · 212-421-9760
55
T. ROWE PRICE ADVISORY SERVICES, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.56B RAUM · 42 reps · 800-225-5132 · troweprice.com
55
PRINCIPAL REAL ESTATE — added office(s): 11 -> 15 additional locations. IAPD ↗
$93.91B RAUM · 349 reps · 800-787-1621 · principalcef.com
55
CREATIVE FINANCIAL DESIGNS, INC. — added office(s): 94 -> 108 additional locations. IAPD ↗
$2.08B RAUM · 152 reps · 765-453-9600 · creativefinancialdesigns.com
55
DIMENSION CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$6.20B RAUM · 11 reps · 305-371-2776 · dimensioncapital.com
55
GRIMES & COMPANY, INC. — added office(s): 13 -> 16 additional locations. IAPD ↗
$4.85B RAUM · 27 reps · 508-366-3883
55
FNB WEALTH MANAGEMENT — added office(s): 14 -> 15 additional locations. IAPD ↗
$6.34B RAUM · 26 reps · 855-688-0001 · fnb-online.com
55
MAI CAPITAL MANAGEMENT, LLC — added office(s): 23 -> 26 additional locations. IAPD ↗
$19.71B RAUM · 137 reps · (216) 920-4800 · maiinvest.com
55
AAM — added office(s): 0 -> 2 additional locations. IAPD ↗
$22.97B RAUM · 30 reps · 312-263-2900
55
ARISTOTLE CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$43.67B RAUM · 17 reps · 310-478-4005
55
SENTINEL PENSION ADVISORS INC — added office(s): 2 -> 12 additional locations. IAPD ↗
$9.01B RAUM · 49 reps · 781-914-1450 · sbgi.com
55
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP — added office(s): 2 -> 3 additional locations. IAPD ↗
$2.14B RAUM · 14 reps · 970-925-8747 · obermeyerwood.com
55
SLOY, DAHL & HOLST, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.34B RAUM · 5 reps · 503-248-9800 · sdh-inc.com
55
J.P. MORGAN PRIVATE INVESTMENTS INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
$292.91B RAUM · 75 reps · 212-464-2070 · sixcirclesfunds.com
55
SOL CAPITAL MANAGEMENT CO — added office(s): 8 -> 9 additional locations. IAPD ↗
$2.66B RAUM · 9 reps · 301-881-3727 · sol-capital.com
55
WESTWOOD MANAGEMENT CORP — added office(s): 1 -> 2 additional locations. IAPD ↗
$11.92B RAUM · 68 reps · 214-756-6900 · westwoodgroup.com
55
NWF ADVISORY SERVICES INC — added office(s): 37 -> 38 additional locations. IAPD ↗
$3.71B RAUM · 2 reps · 310-475-5854 · nwfadvisory.com
55
SECURITIES AMERICA ADVISORS, INC. — added office(s): 1469 -> 1477 additional locations. IAPD ↗
$40.42B RAUM · 2025 reps · 402-399-9111 · synfintax.com
55
PINNACLE ASSOCIATES, LTD. — added office(s): 8 -> 9 additional locations. IAPD ↗
$8.14B RAUM · 29 reps · (212) 652-3200 · pinnacleinsights.org
55
EAGLE STRATEGIES LLC — added office(s): 828 -> 849 additional locations. IAPD ↗
$20.36B RAUM · 1982 reps · (888) 695-3245
55
ACR ALPINE CAPITAL RESEARCH, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$5.62B RAUM · 10 reps · 314-932-7600 · international.acr-investfunds.com
55
EP WEALTH ADVISORS — added office(s): 33 -> 35 additional locations. IAPD ↗
$22.32B RAUM · 195 reps · 310-543-4559 · epwealth.com
55
ALLWORTH FINANCIAL, L.P. — added office(s): 26 -> 35 additional locations. IAPD ↗
$19.31B RAUM · 156 reps · 916-482-2196 · advisor.allworthfinancial.com
55
CHOREO, LLC — added office(s): 31 -> 33 additional locations. IAPD ↗
$16.03B RAUM · 129 reps · 312-702-1680
55
COOPER MCMANUS — added office(s): 18 -> 22 additional locations. IAPD ↗
$1.58B RAUM · 38 reps · 800-516-5333 · newportinvestors.com
55
ADVICEONE ADVISORY SERVICES, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.37B RAUM · 13 reps · 860-659-4900
55
APERIO GROUP, LLC — added office(s): 0 -> 9 additional locations. IAPD ↗
$80.21B RAUM · 73 reps · 415-339-4300 · aperiogroup.com
55
KOSS-OLINGER CONSULTING, LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.87B RAUM · 14 reps · 352-373-3337 · kossolinger.com
55
PATRIOT INVESTMENT MANAGEMENT GROUP INC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.53B RAUM · 18 reps · 865-777-2479
55
ADVISORS CAPITAL MANAGEMENT, LLC — added office(s): 15 -> 22 additional locations. IAPD ↗
$7.44B RAUM · 44 reps · 201-447-3400 · advisorscapital.com
55
MORNINGSTAR INVESTMENT SERVICES LLC — added office(s): 8 -> 14 additional locations. IAPD ↗
$11.97B RAUM · 41 reps · 312-696-6000 · mp.morningstar.com
55
SIGNATUREFD, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$7.25B RAUM · 43 reps · 404-253-7600 · signaturefd.com
55
TOWNSEND — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.12B RAUM · 13 reps · 303-452-5986
55
SPIRE WEALTH MANAGEMENT, LLC — added office(s): 45 -> 47 additional locations. IAPD ↗
$4.78B RAUM · 93 reps · 703-657-6060 · levorchickwealth.com
55
PENSION CONSULTANTS INC — added office(s): 1 -> 2 additional locations. IAPD ↗
$4.45B RAUM · 5 reps · 417.889.4918
55
CAZ INVESTMENTS L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗
$6.40B RAUM · 46 reps · 713-403-8250 · cazinvestments.com
55
WAVERLY ADVISORS, LLC — added office(s): 12 -> 17 additional locations. IAPD ↗
$10.06B RAUM · 84 reps · 205-871-3334 · waassett.com
55
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — added office(s): 90 -> 105 additional locations. IAPD ↗
$72.02B RAUM · 0 reps · 763-417-1700 · wealthenhancement.com
55
CLEARWATER ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$3.80B RAUM · 5 reps · 208-433-1222 · clearwateradvisors.com
55
MORGAN STANLEY AIP GP LP — added office(s): 5 -> 6 additional locations. IAPD ↗
$34.22B RAUM · 150 reps · 610-260-7600 · morganstanley.com
55
SEQUOIA FINANCIAL GROUP, L.L.C. — added office(s): 17 -> 29 additional locations. IAPD ↗
$17.87B RAUM · 143 reps · 330-375-9480
55
SANDERSON WEALTH MANAGEMENT, LLC — added office(s): 1 -> 12 additional locations. IAPD ↗
$1.12B RAUM · 13 reps · 716-566-2420 · sandersonllc.com
55
SAX WEALTH ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$1.74B RAUM · 15 reps · 973-859-2199
55
GENEOS WEALTH MANAGEMENT, INC. — added office(s): 114 -> 116 additional locations. IAPD ↗
$5.16B RAUM · 200 reps · 303-785-8470 · geneoswealth.com
55
NEW CENTURY ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$3.95B RAUM · 9 reps · 240-395-0550
55
RETIREMENT PLAN ADVISORS, LLC — added office(s): 25 -> 26 additional locations. IAPD ↗
$1.47B RAUM · 42 reps · 312-701-1100 · retirementplanadvisors.com
55
SCF INVESTMENT ADVISORS, INC. — added office(s): 73 -> 76 additional locations. IAPD ↗
$2.55B RAUM · 135 reps · 800-955-2517
55
DIVERSIFIED, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
$1.55B RAUM · 22 reps · 302-765-3500
55
FRANK, RIMERMAN ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$2.01B RAUM · 3 reps · 650-845-8100 · frankrimerman.com
55
REGAL INVESTMENT ADVISORS LLC — added office(s): 75 -> 77 additional locations. IAPD ↗
$2.55B RAUM · 117 reps · 616-224-2204 · regal-lionshare.com
55
SOWELL MANAGEMENT — added office(s): 55 -> 70 additional locations. IAPD ↗
$3.33B RAUM · 84 reps · 501-219-2434
55
TRADITION WEALTH MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.52B RAUM · 23 reps · 952-563-6500 · traditionwealthmanagement.com
55
CARY STREET PARTNERS — added office(s): 15 -> 16 additional locations. IAPD ↗
$6.98B RAUM · 71 reps · (804) 340-8100
55
BOLTON GLOBAL ASSET MANAGEMENT — added office(s): 61 -> 65 additional locations. IAPD ↗
$5.85B RAUM · 115 reps · 978.779.5361 · boltoncapitalgroup.com
55
CERTUITY, LLC — added office(s): 6 -> 12 additional locations. IAPD ↗
$3.96B RAUM · 16 reps · 561-693-3255 · certuity.com
55
THE RETIREMENT PLANNING GROUP, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$1.80B RAUM · 19 reps · 913-498-8898
55
ORG PORTFOLIO MANAGEMENT LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$5.76B RAUM · 13 reps · 216-468-0055 · orgpm.com
55
PERIGON WEALTH MANAGEMENT, LLC — added office(s): 36 -> 40 additional locations. IAPD ↗
$6.94B RAUM · 73 reps · (877) 977-2555
55
PHILLIPS FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.06B RAUM · 16 reps · 260-420-7732
55
CLIFFWATER LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$26.71B RAUM · 76 reps · 310-448-5000 · cliffwater.com
55
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — added office(s): 2023 -> 2192 additional locations. IAPD ↗
$87.37B RAUM · 3274 reps · 641-472-5100 · iheart.com
55
UNITED CAPITAL FINANCIAL ADVISORS — added office(s): 46 -> 47 additional locations. IAPD ↗
$17.69B RAUM · 147 reps · 972-822-2055 · yourmoneymind.finlife.com
55
LOCUST WOOD CAPITAL ADVISERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.76B RAUM · 5 reps · 212-354-5404 · locustwood.com
55
M FINANCIAL ASSET MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.30B RAUM · 5 reps · 503-232-6960 · mfinwealth.com
55
PYA WALTMAN CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.03B RAUM · 9 reps · 865-693-6301
55
FOUNDERS FINANCIAL SECURITIES, LLC — added office(s): 63 -> 65 additional locations. IAPD ↗
$2.91B RAUM · 97 reps · 410-308-9988 · weinbergfinancialadvisory.com
55
NAVY FEDERAL INVESTMENT SERVICES, LLC — added office(s): 67 -> 70 additional locations. IAPD ↗
$1.47B RAUM · 110 reps · 703-206-1517 · navyfederal.org
55
PARALLEL ADVISORS, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
$7.08B RAUM · 56 reps · 866-627-6984
55
BULLTICK WEALTH MANAGEMENT, LLC — added office(s): 1 -> 7 additional locations. IAPD ↗
$2.59B RAUM · 20 reps · 305-533-1541 · bulltick.com
55
BUCKINGHAM STRATEGIC WEALTH, LLC — added office(s): 48 -> 55 additional locations. IAPD ↗
$27.03B RAUM · 312 reps · 314-725-0455 · buckinghamstrategic.com
55
MIRACLE MILE ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$4.90B RAUM · 41 reps · (310) 246-1243
55
CALAMOS WEALTH MANAGEMENT LLC — added office(s): 4 -> 8 additional locations. IAPD ↗
$3.33B RAUM · 33 reps · 630.245.7200
55
BENEFIT FINANCIAL SERVICES GROUP — added office(s): 1 -> 4 additional locations. IAPD ↗
$1.15B RAUM · 26 reps · 949-955-2552 · bfsg-az.com
55
HECK CAPITAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$6.66B RAUM · 16 reps · 715-361-1500
55
ROYAL FUND MANAGEMENT, LLC — added office(s): 81 -> 82 additional locations. IAPD ↗
$1.36B RAUM · 83 reps · 352-750-1637 · 401kmaneuver.com
55
HOLLOW BROOK WEALTH MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.05B RAUM · 6 reps · 212-364-1848 · hollowbrookllc.com
55
SENDERO WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$5.22B RAUM · 14 reps · 210-805-0171 · sendero.com
55
FORUM FINANCIAL MANAGEMENT, LP — added office(s): 43 -> 48 additional locations. IAPD ↗
$8.53B RAUM · 89 reps · (630) 873-8520 · forumfinancial.com
55
GALLAGHER FIDUCIARY ADVISORS, LLC — added office(s): 25 -> 45 additional locations. IAPD ↗
$10.24B RAUM · 160 reps · 212-918-9685 · ajg.com
55
REDHAWK WEALTH ADVISORS, INC. — added office(s): 37 -> 38 additional locations. IAPD ↗
$1.82B RAUM · 47 reps · 952-835-4295
55
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — added office(s): 87 -> 89 additional locations. IAPD ↗
$13.16B RAUM · 422 reps · 314-726-1600
55
MERCER GLOBAL ADVISORS INC. — added office(s): 80 -> 83 additional locations. IAPD ↗
$45.35B RAUM · 727 reps · (888) 885-8101
55
KINGSVIEW WEALTH MANAGEMENT, LLC — added office(s): 27 -> 46 additional locations. IAPD ↗
$4.85B RAUM · 85 reps · 312-870-6701
55
AVIOR WEALTH MANAGEMENT, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
$3.99B RAUM · 97 reps · 402-218-4064
55
KRILOGY — added office(s): 3 -> 4 additional locations. IAPD ↗
$2.51B RAUM · 49 reps · 314-884-2800 · krilogy.com
55
EVERMAY WEALTH MANAGEMENT, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$1.06B RAUM · 12 reps · 703 822-5696
55
BIENVILLE CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$3.30B RAUM · 16 reps · (212) 226-7348 · bienvillecapital.com
55
NB ALTERNATIVES ADVISERS LLC — added office(s): 8 -> 12 additional locations. IAPD ↗
$118.04B RAUM · 187 reps · 214-647-9500
55
ARTISAN PARTNERS LIMITED PARTNERSHIP — added office(s): 15 -> 17 additional locations. IAPD ↗
$151.33B RAUM · 121 reps · 414-390-6100 · artisanpartners.com
55
HHM WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.07B RAUM · 12 reps · 423-826-1670
55
MERIDIAN WEALTH MANAGEMENT, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$2.91B RAUM · 29 reps · 859-543-4516
55
CERITY PARTNERS LLC — added office(s): 29 -> 42 additional locations. IAPD ↗
$80.57B RAUM · 704 reps · 212-850-4260 · ceritypartners.com
55
EMPIRICAL WEALTH MANAGEMENT — added office(s): 12 -> 14 additional locations. IAPD ↗
$5.53B RAUM · 59 reps · 206-923-3474
55
SOUTHSTATE ADVISORY, INC. — added office(s): 7 -> 8 additional locations. IAPD ↗
$3.42B RAUM · 10 reps · 803-231-3492 · southstatebank.com
55
INVESCO MANAGED ACCOUNTS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$17.54B RAUM · 29 reps · 1-866-769-2773 · snwam.com
55
THE MATHER GROUP, LLC — added office(s): 60 -> 62 additional locations. IAPD ↗
$10.51B RAUM · 81 reps · 630-537-1078 · themathergroup.com
55
PROSPERITY CAPITAL ADVISORS — added office(s): 26 -> 37 additional locations. IAPD ↗
$2.25B RAUM · 104 reps · 888-240-0064
55
ZEGA FINANCIAL, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
$2.61B RAUM · 14 reps · 800-380-9342
55
SUMMIT GLOBAL INVESTMENTS, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$2.03B RAUM · 15 reps · 888-251-4847 · sgiam.com
55
SNOWDEN CAPITAL ADVISORS LLC — added office(s): 12 -> 15 additional locations. IAPD ↗
$5.93B RAUM · 98 reps · 646-218-9760 · snowdenlane.com
55
CLOCKTOWER GROUP, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.72B RAUM · 17 reps · (310) 458-2003 · clocktowerventures.com
55
JAG CAPITAL MANAGEMENT LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$1.55B RAUM · 16 reps · 314-997-1277
55
THE COLONY GROUP, LLC — added office(s): 20 -> 25 additional locations. IAPD ↗
$21.47B RAUM · 255 reps · 617-723-8200 · bredeinvestment.com
55
THREE BELL CAPITAL LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$3.25B RAUM · 12 reps · 650-843-9836
55
DELEGATE ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.03B RAUM · 13 reps · 919-932-8400 · delegateadvisors.com
55
CAPITAL ANALYSTS — added office(s): 274 -> 277 additional locations. IAPD ↗
$7.10B RAUM · 704 reps · 800-242-1421 · lincolninvestment.com
55
AXXCESS WEALTH MANAGEMENT, LLC — added office(s): 27 -> 28 additional locations. IAPD ↗
$6.47B RAUM · 44 reps · (858) 217-5347 · axxcesswealth.com
55
THE PINNACLE FINANCIAL GROUP — added office(s): 8 -> 9 additional locations. IAPD ↗
$1.20B RAUM · 37 reps · 516-763-9700 · mckennafinancialplanning.com
55
ARBOR POINT ADVISORS — added office(s): 138 -> 147 additional locations. IAPD ↗
$6.93B RAUM · 208 reps · 888-777-1992 · riverrockwealth.com
55
STEELPEAK WEALTH, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
$2.54B RAUM · 28 reps · (818) 835-8720 · steelpeak.com
55
BISON WEALTH, LLC — added office(s): 22 -> 23 additional locations. IAPD ↗
$1.61B RAUM · 34 reps · 404-841-2224 · bisonwealth.com
55
NORTHWEST FINANCIAL ADVISORS LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$1.65B RAUM · 33 reps · 703-810-1072 · nwfllc.com
55
DISCIPLINA CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$2.28B RAUM · 5 reps · 615-490-6007
55
APTUS CAPITAL ADVISORS, LLC — added office(s): 8 -> 13 additional locations. IAPD ↗
$5.29B RAUM · 16 reps · 251-517-7198 · aptusetfs.com
55
MUTUAL ADVISORS, LLC — added office(s): 71 -> 75 additional locations. IAPD ↗
$6.95B RAUM · 132 reps · 307-439-6357
55
IFG ADVISORY, LLC — added office(s): 42 -> 64 additional locations. IAPD ↗
$3.25B RAUM · 75 reps · 770-353-6331
55
RMR WEALTH BUILDERS, INC. — added office(s): 22 -> 24 additional locations. IAPD ↗
$1.70B RAUM · 43 reps · (201) 836-2460
55
FOURSTAR WEALTH ADVISORS, LLC — added office(s): 22 -> 25 additional locations. IAPD ↗
$1.02B RAUM · 39 reps · (312) 667-1750 · main.advisoryoptionsforcpas.com
55
CLEAR CREEK FINANCIAL MANAGEMENT, LLC — added office(s): 20 -> 24 additional locations. IAPD ↗
$1.18B RAUM · 35 reps · (360) 308-8239 · jackthomasfinancial.com
55
OSAIC ADVISORY SERVICES, LLC — added office(s): 56 -> 155 additional locations. IAPD ↗
$4.94B RAUM · 141 reps · 866-580-8219 · servetwealth.com
55
JOHNSON BRUNETTI — added office(s): 9 -> 10 additional locations. IAPD ↗
$1.58B RAUM · 31 reps · 860-372-4800 · retire.johnsonbrunetti.com
55
COMPOUND PLANNING — added office(s): 0 -> 40 additional locations. IAPD ↗
$1.40B RAUM · 13 reps · 888-533-9364 · thomasadvisoryservices.com
55
GOOD LIFE ADVISORS, LLC — added office(s): 49 -> 52 additional locations. IAPD ↗
$2.90B RAUM · 100 reps · 610-898-6927 · templeton-cornerstonecolumbia.com
55
WEALTHCARE ADVISORY PARTNERS LLC — added office(s): 65 -> 69 additional locations. IAPD ↗
$4.54B RAUM · 145 reps · 804.644.4711 · birdseyewealthplanning.com
55
ARISTOTLE CAPITAL BOSTON, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$3.33B RAUM · 6 reps · 617-274-3700
55
PFG ADVISORS — added office(s): 129 -> 131 additional locations. IAPD ↗
$2.33B RAUM · 99 reps · (800) 405-8850 · davisfm.com
55
ALPHACORE CAPITAL LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$2.44B RAUM · 23 reps · 858-875-4100
55
IFAM CAPITAL — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.71B RAUM · 6 reps · 970-530-5021
55
SANCTUARY ADVISORS, LLC — added office(s): 80 -> 83 additional locations. IAPD ↗
$22.02B RAUM · 309 reps · 317-975-7729
55
GLADSTONE WEALTH PARTNERS — added office(s): 42 -> 43 additional locations. IAPD ↗
$4.00B RAUM · 104 reps · (908)-719-1313
55
PARABELLUM CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.45B RAUM · 12 reps · 212-726-2640
55
PROFICIO CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$3.42B RAUM · 11 reps · 617-340-8425 · proficiocap.com
55
TRILOGY CAPITAL, INC. — added office(s): 11 -> 13 additional locations. IAPD ↗
$1.89B RAUM · 75 reps · 714-843-9977 · trilogyfs.com
55
3EDGE ASSET MANAGEMENT, LP — added office(s): 2 -> 4 additional locations. IAPD ↗
$1.33B RAUM · 12 reps · 844-903-3343
55
KOVITZ INVESTMENT GROUP PARTNERS, LLC — added office(s): 10 -> 13 additional locations. IAPD ↗
$11.29B RAUM · 52 reps · 312-334-7300
55
TRANSFORM WEALTH, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$2.51B RAUM · 16 reps · 303-741-2560 · transformwealth.com
55
GQG PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
$120.57B RAUM · 24 reps · 754-218-5500 · gqg.com
55
NICOLET WEALTH MANAGEMENT — added office(s): 8 -> 9 additional locations. IAPD ↗
$3.67B RAUM · 30 reps · 920-430-1400 · nicoletbank.com
55
INTEGRATED WEALTH CONCEPTS LLC — added office(s): 57 -> 120 additional locations. IAPD ↗
$12.39B RAUM · 423 reps · (781) 890-3045 · reserveinvestments.com
55
STRATEGIC BLUEPRINT, LLC — added office(s): 25 -> 27 additional locations. IAPD ↗
$2.17B RAUM · 54 reps · 678-954-4130 · strategicblueprint.net
55
THE FIDUCIARY ALLIANCE — added office(s): 12 -> 13 additional locations. IAPD ↗
$1.23B RAUM · 28 reps · 864-385-7999
55
CALVERT RESEARCH AND MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$38.42B RAUM · 204 reps · 800-368-2745
55
VANGUARD PERSONALIZED INDEXING MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$4.35B RAUM · 4 reps · 510-462-5230
55
ARISTOTLE ATLANTIC PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.88B RAUM · 5 reps · 212-652-4150 · aristotlecap.com
55
CBIZ INVESTMENT ADVISORY SERVICES, LLC — added office(s): 16 -> 20 additional locations. IAPD ↗
$8.86B RAUM · 86 reps · 216-447-9000
55
STRATEGIC GLOBAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.77B RAUM · 11 reps · 949-706-2640 · sgadvisors.com
55
CRESTWOOD ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
$5.69B RAUM · 46 reps · 617-523-8880 · crestwoodadvisors.com
55
EVERSOURCE WEALTH ADVISORS, LLC — added office(s): 17 -> 19 additional locations. IAPD ↗
$2.69B RAUM · 40 reps · 205-982-5515
55
PERENNIAL FINANCIAL SERVICES — added office(s): 9 -> 10 additional locations. IAPD ↗
$1.48B RAUM · 32 reps · 310-445-2504
55
JORDAN PARK GROUP LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
$15.41B RAUM · 86 reps · (415) 417-3000 · jordanpark.com
55
BORDEAUX WEALTH ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$4.44B RAUM · 26 reps · 650-289-1105
55
ALERA INVESTMENT ADVISORS, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$2.73B RAUM · 52 reps · (847) 457-3000
55
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$4.02B RAUM · 16 reps · 317-975-5033 · shepherdfin.com
55
KINGSWOOD WEALTH ADVISORS, LLC — added office(s): 7 -> 43 additional locations. IAPD ↗
$1.04B RAUM · 73 reps · 800-535-6981 · kingswoodus.com
55
VALLEY WEALTH STRATEGIES, LLC — added office(s): 20 -> 21 additional locations. IAPD ↗
$1.02B RAUM · 25 reps · (209) 366-1264 · valleywealthstrategies.com
55
LGL PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.20B RAUM · 22 reps · 610-545-6100
55
ROBERTSON STEPHENS — added office(s): 18 -> 23 additional locations. IAPD ↗
$4.93B RAUM · 51 reps · 415-500-6810 · rscapital.com
55
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. — added office(s): 2 -> 5 additional locations. IAPD ↗
$1.87B RAUM · 0 reps · 816-531-5575 · investor.pershing.com
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 39 -> 54 additional locations. IAPD ↗
$51.82B RAUM · 573 reps · 212-549-5100
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 15 -> 16 additional locations. IAPD ↗
$27.37B RAUM · 161 reps · 212-549-5100
55
ADERO PARTNERS, LLC — added office(s): 22 -> 24 additional locations. IAPD ↗
$4.04B RAUM · 25 reps · 650-252-0550
55
DAKOTA WEALTH, LLC — added office(s): 17 -> 21 additional locations. IAPD ↗
$5.33B RAUM · 54 reps · (561) 774-8101 · persimmoncapitalmanagement.sharefile.com
55
MAG CAP — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.15B RAUM · 13 reps · 601-362-5872
55
SUMMIT FINANCIAL, LLC — added office(s): 34 -> 40 additional locations. IAPD ↗
$8.02B RAUM · 73 reps · 973-285-3600 · summitfinancial.com
55
EASTERLY INVESTMENT PARTNERS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$2.81B RAUM · 14 reps · 617-231-4300 · easterlyam.com
55
SIMPLICITY WEALTH — added office(s): 35 -> 52 additional locations. IAPD ↗
$3.17B RAUM · 159 reps · 844-220-8326 · augusthvelten.com
55
CH INVESTMENT PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$5.10B RAUM · 24 reps · 214-661-8333
55
IEQ CAPITAL, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$23.58B RAUM · 100 reps · 650-581-9807 · ieqcapital.com
55
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — added office(s): 20 -> 24 additional locations. IAPD ↗
$3.93B RAUM · 84 reps · 617-563-7000
55
F/M INVESTMENTS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$5.88B RAUM · 8 reps · 202-839-4910 · genoaam.com
55
THRIVENT ADVISOR NETWORK, LLC — added office(s): 34 -> 37 additional locations. IAPD ↗
$6.16B RAUM · 164 reps · (612) 844-8444
55
THE AMERIFLEX GROUP — added office(s): 53 -> 81 additional locations. IAPD ↗
$6.52B RAUM · 149 reps · (702) 987-9730 · theameriflexgroup.com
55
ALIYA CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.00B RAUM · 7 reps · 305 831 4999
55
CYNDEO WEALTH PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
$2.00B RAUM · 10 reps · (727) 472-3700
55
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY — added office(s): 25 -> 26 additional locations. IAPD ↗
$7.32B RAUM · 50 reps · 512-600-5390
55
BERGER FINANCIAL GROUP — added office(s): 6 -> 9 additional locations. IAPD ↗
$1.66B RAUM · 52 reps · 763-746-2666 · indfinco.com
55
UX WEALTH PARTNERS LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$1.50B RAUM · 4 reps · 720-797-8357
55
PALLAS CAPITAL ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$2.97B RAUM · 24 reps · (781) 971-5052 · pallascapitaladvisors.com
55
INTEROCEAN CAPITAL — added office(s): 2 -> 3 additional locations. IAPD ↗
$5.81B RAUM · 30 reps · 312-648-1720 · focusfinancialpartners.com
55
CW ADVISORS, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
$6.92B RAUM · 38 reps · (617) 428-7600
55
NAVITER WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.28B RAUM · 10 reps · (501) 333-9800 · naviterwealth.com
55
GROVE POINT ADVISORS, LLC — added office(s): 208 -> 224 additional locations. IAPD ↗
$2.36B RAUM · 322 reps · 301-944-5900
55
STONEGATE INVESTMENT GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$4.65B RAUM · 11 reps · (205) 963-0840 · stonegateig.com
55
BADGLEY PHELPS WEALTH MANAGERS — added office(s): 2 -> 3 additional locations. IAPD ↗
$5.13B RAUM · 22 reps · 206-623-6172
55
NILSINE PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.24B RAUM · 10 reps · 303-529-5800 · link.edgepilot.com
55
CERCANO MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$10.48B RAUM · 33 reps · 425-371-7500 · cercanolp.com
55
LXG WEALTH ADVISORY LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.45B RAUM · 7 reps · 305-456-7645
55
HIGHPOINT PLANNING PARTNERS — added office(s): 66 -> 67 additional locations. IAPD ↗
$3.00B RAUM · 94 reps · 630-719-9222
55
CORIENT — added office(s): 33 -> 42 additional locations. IAPD ↗
$118.19B RAUM · 476 reps · (305) 735-2020 · corient.com
55
ICON WEALTH PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.91B RAUM · 15 reps · 713-904-5020
55
TITLEIST ASSET MANAGEMENT, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
$1.40B RAUM · 18 reps · 210-826-2424 · tamgmt.com
55
MODERN WEALTH MANAGEMENT, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
$2.07B RAUM · 36 reps · 913-393-1000
55
SAPIENT CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$9.28B RAUM · 19 reps · (317) 719-0157 · sapientcapital.com
55
QUOTIENT WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$3.12B RAUM · 21 reps · (972) 807-0003
55
STONEBRIDGE FINANCIAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.58B RAUM · 13 reps · 717-736-7007
53
ONEAMERICA SECURITIES, INC. — added office(s): 107 -> 127 additional locations. IAPD ↗
$264.4M RAUM · 282 reps · 877-285-3863 · oneamericasecurities.com
53
ASHTON THOMAS SECURITIES, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$409.1M RAUM · 20 reps · 585-424-1234 · excelsecurities.com
53
G. A. REPPLE & COMPANY — added office(s): 22 -> 23 additional locations. IAPD ↗
$612.9M RAUM · 58 reps · 407-339-9090 · garepple.com
53
ALLIANCE ADVISORY & SECURITIES, LLC — added office(s): 2 -> 6 additional locations. IAPD ↗
$608.4M RAUM · 16 reps · 805-371-8020 · allianceadvisory.com
53
CHAPIN DAVIS ASSET MANAGEMENT — added office(s): 3 -> 9 additional locations. IAPD ↗
$417.4M RAUM · 30 reps · 410-435-3200 · chapindavis.com
53
COKER & PALMER — added office(s): 2 -> 4 additional locations. IAPD ↗
$791.5M RAUM · 10 reps · 601-354-0860 · cokerpalmer.com
53
TOBIAS FINANCIAL ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
$756.2M RAUM · 8 reps · 954-424-1660
53
MPM WEALTH ADVISORS — added office(s): 11 -> 12 additional locations. IAPD ↗
$795.0M RAUM · 20 reps · 419-861-1400
53
SANTORI & PETERS — added office(s): 1 -> 2 additional locations. IAPD ↗
$330.3M RAUM · 4 reps · 412-373-6904
53
TRUSTMONT ADVISORY GROUP, INC. — added office(s): 47 -> 50 additional locations. IAPD ↗
$919.4M RAUM · 60 reps · 724-468-5665
53
COMPASS WEALTH MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$542.1M RAUM · 4 reps · 203-453-7000 · compasswealthmanagement.com
53
ELDRIDGE INVESTMENT ADVISORS INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$735.3M RAUM · 8 reps · 603-625-8559 · eldridgeco.com
53
SNYDER WEALTH GROUP — added office(s): 6 -> 7 additional locations. IAPD ↗
$345.5M RAUM · 5 reps · 631-289-4224
53
HOLDERNESS INVESTMENTS CO — added office(s): 1 -> 3 additional locations. IAPD ↗
$510.8M RAUM · 4 reps · 336-574-1400 · holdernessinvestments.com
53
WHITENER CAPITAL MANAGEMENT, INC — added office(s): 1 -> 2 additional locations. IAPD ↗
$409.2M RAUM · 5 reps · 252-972-8909
53
HAMEL ASSOCIATES,INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$489.3M RAUM · 5 reps · 973-665-1400 · hamelassociatesinc.com
53
PETRA FINANCIAL ADVISORS INC — added office(s): 1 -> 2 additional locations. IAPD ↗
$357.2M RAUM · 8 reps · 719-636-9000 · lighthousefinancialllc.com
53
WILLIAM MACK & ASSOCIATES INC — added office(s): 19 -> 24 additional locations. IAPD ↗
$754.8M RAUM · 7 reps · 248-643-4310 · wmack.com
53
J.W.BURNS & COMPANY, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$801.9M RAUM · 5 reps · 315-449-1341 · jwburns.com
53
HANSON & DOREMUS INVESTMENT MANAGEMENT — added office(s): 0 -> 8 additional locations. IAPD ↗
$736.7M RAUM · 11 reps · 802-658-2668
53
THE ADVISORY GROUP OF SAN FRANCISCO, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$831.4M RAUM · 4 reps · 415-977-1200 · advisorygroupsf.com
53
BROADMARK ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$311.1M RAUM · 4 reps · 415-925-4970 · broadmarkasset.com
53
CHAPEL HILL INVESTMENT ANALYSTS INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$323.2M RAUM · 3 reps · (724)830-2600 · chapelhillinvestment.com
53
BEAM WEALTH ADVISORS, INC. — added office(s): 14 -> 20 additional locations. IAPD ↗
$577.4M RAUM · 17 reps · 985-893-1440
53
LOWERY THOMAS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$289.2M RAUM · 3 reps · 831-230-6380 · lowerythomas.com
53
DENALI ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$493.4M RAUM · 11 reps · 858-558-3600 · denaliadvisors.com
53
BEECH HILL ADVISORS, INC — added office(s): 3 -> 4 additional locations. IAPD ↗
$313.1M RAUM · 7 reps · 212-350-7250 · bh-adv.com
53
ARBOR CAPITAL MANAGEMENT INC — added office(s): 5 -> 6 additional locations. IAPD ↗
$322.9M RAUM · 7 reps · 907-222-7581
53
STERNECK CAPITAL MANAGEMENT LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
$254.6M RAUM · 5 reps · 816-531-2254 · sterneckcapital.com
53
MORLING FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$607.0M RAUM · 12 reps · 844-667-5464 · morlingadvisors.com
53
NOVAK & POWELL FINANCIAL SERVICES, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$305.9M RAUM · 8 reps · 727-451-3440 · novakpowell.com
53
PARSONS CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$660.9M RAUM · 2 reps · 908-730-0011 · parsonscapitalmanagement.com
53
THE GOFF FINANCIAL GROUP — added office(s): 1 -> 4 additional locations. IAPD ↗
$500.9M RAUM · 4 reps · 713-850-8900 · matthewgoff.com
53
MILLENNIUM ADVISORY SERVICES, INC. — added office(s): 0 -> 4 additional locations. IAPD ↗
$707.5M RAUM · 18 reps · 804-346-1040 · mas-edu.com
53
HARMONY ASSET MANAGEMENT LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$356.2M RAUM · 8 reps · 480-314-5967
53
PLAN GROUP FINANCIAL, INC. — added office(s): 7 -> 8 additional locations. IAPD ↗
$285.5M RAUM · 14 reps · 405-848-1099 · plangroup.com
53
SYNERGY ASSET MANAGEMENT, LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
$810.2M RAUM · 6 reps · 206-386-5455 · advisorempowerment.com
53
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$286.7M RAUM · 5 reps · 847-247-8959
53
LOUNTZIS ASSET MANAGEMENT, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$504.5M RAUM · 3 reps · (610) 375-2585 · lountzis.com
53
FINANCIAL & TAX ARCHITECTS, LLC — added office(s): 7 -> 16 additional locations. IAPD ↗
$378.9M RAUM · 25 reps · 314-858-1122 · fta-ria.com
53
PAUL WINKLER, INC. — added office(s): 10 -> 11 additional locations. IAPD ↗
$284.0M RAUM · 13 reps · 615-851-1950
53
GLASS JACOBSON WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$817.3M RAUM · 19 reps · 410-356-1000 · google.com
53
SC&H WEALTH — added office(s): 3 -> 4 additional locations. IAPD ↗
$908.9M RAUM · 14 reps · 410-403-1500
53
RIDGEWOOD INVESTMENTS — added office(s): 1 -> 2 additional locations. IAPD ↗
$325.7M RAUM · 6 reps · 973-544-6970 · dividendgrowthpartners.com
53
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$571.8M RAUM · 8 reps · 317-552-0505
53
SENTINEL WEALTH MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$308.5M RAUM · 2 reps · 703-787-5770 · sentinelwealth.com
53
CARMEL CAPITAL PARTNERS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$333.3M RAUM · 6 reps · 858-457-7544 · carmelcap.com
53
PRESTIGE WEALTH MANAGEMENT GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$498.5M RAUM · 4 reps · 908-782-0001
53
HOPWOOD FINANCIAL SERVICES, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$548.1M RAUM · 6 reps · 703-787-0008 · hopwoodfinancial.com
53
OAKMONT CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$528.4M RAUM · 7 reps · (412) 828-5550 · oakmontcap.com
53
HOMAN WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$271.1M RAUM · 4 reps · 402-763-6401 · homanwealthadvisors.com
53
PARK PIEDMONT ADVISORS LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$862.0M RAUM · 7 reps · 312-722-6760
53
FOREST HILL CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$258.2M RAUM · 4 reps · 501-663-4491 · foresthillcap.com
53
ABG CONSULTANTS — added office(s): 1 -> 3 additional locations. IAPD ↗
$511.9M RAUM · 3 reps · 801-486-5069 · consultabg.com
53
SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$360.5M RAUM · 3 reps · 310-806-4200 · salempartners.com
53
CURRAN WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$633.3M RAUM · 10 reps · 518-391-4200
53
PROSTATIS FINANCIAL ADVISORS GROUP — added office(s): 7 -> 8 additional locations. IAPD ↗
$405.0M RAUM · 14 reps · 410-863-1040
53
BROGAN FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$444.2M RAUM · 5 reps · (865) 862-6800
53
CAPITAL TRUST ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$330.0M RAUM · 3 reps · (415) 399-9100 · capitaltrustadvisors.com
53
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$670.7M RAUM · 9 reps · 610-825-3540
53
MARYLAND CAPITAL ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$342.1M RAUM · 2 reps · 410-604-2741
53
FINANCIAL PERSPECTIVES — added office(s): 1 -> 2 additional locations. IAPD ↗
$864.6M RAUM · 13 reps · 763-553-7779 · fpwealth.com
53
ALLEN CAPITAL GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$998.5M RAUM · 21 reps · 308-385-1500
53
FREEDOM DAY SOLUTIONS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$422.9M RAUM · 4 reps · 713-784-3878
53
STONE HOUSE INVESTMENT MANAGEMENT, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$544.5M RAUM · 12 reps · (570) 836-7020
53
5TH STREET ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$462.6M RAUM · 5 reps · 203-327-1212 · 5thstreetadvisors.com
53
JACOBSON & SCHMITT ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$461.2M RAUM · 11 reps · (608) 662-7500
53
STERLING INVESTMENT ADVISORS LTD. — added office(s): 0 -> 1 additional locations. IAPD ↗
$745.8M RAUM · 8 reps · 610-560-0400
53
FIRST CITIZENS ASSET MANAGEMENT, INC — added office(s): 23 -> 25 additional locations. IAPD ↗
$523.0M RAUM · 32 reps · 800-229-0205 · firstcitizens.com
53
HAVEN PRIVATE — added office(s): 0 -> 2 additional locations. IAPD ↗
$332.5M RAUM · 6 reps · 407-982-4550 · havenprivate.com
53
MILLER EQUITY CAPITAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$362.0M RAUM · 3 reps · (972) 490-4345
53
PRIVATE WEALTH ADVISORS — added office(s): 1 -> 5 additional locations. IAPD ↗
$352.8M RAUM · 2 reps · 559-451-3463 · pwa.net
53
HOLCOMBE FINANCIAL, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$347.1M RAUM · 3 reps · 404-257-3317
53
TOTAL CLARITY WEALTH MANAGEMENT, INC — added office(s): 10 -> 13 additional locations. IAPD ↗
$458.0M RAUM · 23 reps · 630-762-9352
53
WORTHPOINTE — added office(s): 9 -> 10 additional locations. IAPD ↗
$757.7M RAUM · 10 reps · 800-620-4232
53
ARGOS WEALTH ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$829.8M RAUM · 7 reps · 707-633-9063 · argoswealth.com
53
BARRY INVESTMENT ADVISORS, LLC — added office(s): 1 -> 6 additional locations. IAPD ↗
$654.9M RAUM · 6 reps · 888-992-8601 · barryinvestmentadvisors.com
53
WPWEALTH LLP — added office(s): 4 -> 6 additional locations. IAPD ↗
$927.4M RAUM · 12 reps · 817-259-9100 · wpwealth.com
53
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$454.6M RAUM · 8 reps · 877-213-7233 · safeguardinvestment.com
53
N1 ADVISORS — added office(s): 0 -> 4 additional locations. IAPD ↗
$346.3M RAUM · 3 reps · 302-731-1326
53
ARQ WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$466.2M RAUM · 5 reps · 480-214-9572
53
ILLUMINATION WEALTH MANAGEMENT — added office(s): 6 -> 8 additional locations. IAPD ↗
$307.1M RAUM · 9 reps · 858-246-6855
53
DELTA INVESTMENT MANAGEMENT, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$628.9M RAUM · 25 reps · (415) 249-6337
53
ASSET ALLOCATION STRATEGIES, LLC — added office(s): 25 -> 26 additional locations. IAPD ↗
$626.7M RAUM · 40 reps · 248-489-0101 · glpfinancialgroup.com
53
WESTHILL FINANCIAL ADVISORS, INC. — added office(s): 0 -> 12 additional locations. IAPD ↗
$588.8M RAUM · 6 reps · 415-456-2292
53
ELWOOD & GOETZ — added office(s): 3 -> 4 additional locations. IAPD ↗
$682.1M RAUM · 18 reps · 706-548-1025
53
DRAKE & ASSOCIATES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$313.1M RAUM · 6 reps · 414-409-7226
53
MARKET STREET WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$589.2M RAUM · 11 reps · (610) 692-3200 · marketstreetwealth.net
53
COVENANT WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$496.3M RAUM · 9 reps · (804) 729-5265 · mycwa.com
53
MMA ASSET MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$638.4M RAUM · 17 reps · 610-684-3200 · marshmma.com
53
LOWE WEALTH ADVISORS, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$403.5M RAUM · 6 reps · 443-766-7160 · lowewealthadvisors.com
53
STUDIO INVESTMENT MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$715.8M RAUM · 5 reps · 312-399-0828 · studioinvestment.com
53
RPG FAMILY WEALTH ADVISORY, LLC — added office(s): 6 -> 10 additional locations. IAPD ↗
$492.3M RAUM · 14 reps · (888) 285-8600
53
VERITY ASSET MANAGEMENT — added office(s): 8 -> 9 additional locations. IAPD ↗
$902.9M RAUM · 55 reps · 919-490-6717
53
WELLSPRING FINANCIAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$832.9M RAUM · 4 reps · 520-327-1019
53
AOG WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$341.3M RAUM · 8 reps · 703-757-8020
53
HARVEST INVESTMENT SERVICES, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$281.7M RAUM · 21 reps · (630) 613-9230 · 401kactivewatch.com
53
SUMMIT STREET CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$586.6M RAUM · 3 reps · 212-750-7036 · ssvfunds.com
53
LDR CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$591.1M RAUM · 5 reps · 646-927-5800 · ldrfunds.com
53
SINGLE POINT PARTNERS — added office(s): 7 -> 10 additional locations. IAPD ↗
$525.0M RAUM · 11 reps · 617-600-0510 · spcfo.com
53
BRIGHT ROAD WEALTH MANAGEMENT, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$284.1M RAUM · 8 reps · (907) 339-1555
53
TEAMWORK FINANCIAL ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$653.6M RAUM · 16 reps · 210-687-1333 · teamworkfinancial.com
53
STRATEGIC WEALTH INVESTMENT GROUP, LLC — added office(s): 14 -> 17 additional locations. IAPD ↗
$900.8M RAUM · 27 reps · 502-412-3354
53
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$643.9M RAUM · 1 reps · 516-785-1800 · lebenthal.com
53
COPPER FINANCIAL — added office(s): 28 -> 29 additional locations. IAPD ↗
$306.4M RAUM · 43 reps · 913-905-3600
53
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$312.8M RAUM · 5 reps · 301-990-4395
53
ASSETGRADE, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$254.8M RAUM · 3 reps · 617-933-7257
53
CAPITAL PLANNING, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$549.4M RAUM · 8 reps · 425-643-1800
53
ASTOR INVESTMENT MANAGEMENT LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$261.4M RAUM · 3 reps · 800-899-8230 · astormacrofund.com
53
MPWM ADVISORY SOLUTIONS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$315.7M RAUM · 14 reps · 678-566-4001
53
ARISTOTLE CREDIT PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$947.3M RAUM · 3 reps · 949-681-2100 · aristotlecap.com
53
LIQUID STRATEGIES, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$522.7M RAUM · 4 reps · 800-970-2725 · overlayshares.com
53
BLUEPRINT INVESTMENT PARTNERS LLC — added office(s): 2 -> 7 additional locations. IAPD ↗
$849.4M RAUM · 7 reps · 336-609-7522
53
CLARIFY WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
$410.0M RAUM · 8 reps · 513-381-0001 · clarifywealth.com
53
GRANDVIEW ASSET MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$263.6M RAUM · 2 reps · 717-541-1000 · inspiretoretire.com
53
CATALINA CAPITAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$629.6M RAUM · 5 reps · 310-540-5544
53
FOUNDERS FINANCIAL ALLIANCE, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
$700.9M RAUM · 28 reps · 855-860-5940 · foundersfinancialalliance.com
53
CHEQUERS FINANCIAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$812.0M RAUM · 5 reps · 415-964-5001
53
GOLDSTONE FINANCIAL GROUP, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$529.9M RAUM · 10 reps · 630-620-9300 · goldstonefinancialgroup.com
53
BETTERWEALTH LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$501.7M RAUM · 4 reps · 408-659-2390
53
LEADING EDGE FINANCIAL PLANNING LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$273.7M RAUM · 8 reps · 865-240-2292
53
BERKELEY CAPITAL PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$914.8M RAUM · 9 reps · 678-690-8700 · berkeleycp.com
53
CASTLEVIEW PARTNERS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$270.0M RAUM · 13 reps · 214-710-1995 · castleviewpartners.com
53
GIBBS WEALTH MANAGEMENT, LLC — added office(s): 27 -> 76 additional locations. IAPD ↗
$391.4M RAUM · 10 reps · 678-694-8770
53
MERIDIAN FINANCIAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$400.8M RAUM · 4 reps · (540)-878-5416
53
STANSBERRY ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$875.5M RAUM · 6 reps · 646-854-4370 · stansberryam.com
53
ALMANACK INVESTMENT PARTNERS — added office(s): 5 -> 6 additional locations. IAPD ↗
$802.2M RAUM · 13 reps · 484-580-2277
53
KINETIC INVESTMENT MANAGEMENT, INC. — added office(s): 12 -> 13 additional locations. IAPD ↗
$343.6M RAUM · 16 reps · (800) 711-4818
53
PARADIGM WEALTH ADVISORY LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$356.1M RAUM · 12 reps · (908) 450-7402 · pwm.us.com
53
WOLFF FINANCIAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$465.5M RAUM · 3 reps · 269-372-3100
53
LEBENTHAL GLOBAL ADVISORS, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
$713.5M RAUM · 21 reps · 516-785-1800
53
WOODSTOCK WEALTH MANAGEMENT, INC. — added office(s): 21 -> 24 additional locations. IAPD ↗
$511.2M RAUM · 26 reps · 800-279-4468 · veritas-financial.com
53
ATLAS PRIVATE WEALTH ADVISORS — added office(s): 6 -> 7 additional locations. IAPD ↗
$557.7M RAUM · 11 reps · (888) 996-2666 · atlasprivatewealthadvisors.com
53
DENVER WEALTH MANAGEMENT, INC. — added office(s): 3 -> 5 additional locations. IAPD ↗
$372.6M RAUM · 9 reps · (303) 261-8015
53
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$422.0M RAUM · 12 reps · 866-405-1031 · askglobalwealth.com
53
ALPINE PRIVATE WEALTH — added office(s): 3 -> 4 additional locations. IAPD ↗
$978.5M RAUM · 5 reps · 314-932-1010
53
CAPITAL SQUARE, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$301.9M RAUM · 9 reps · 423-877-6708 · capitalsquare.biz
53
REVOLVE WEALTH PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$837.6M RAUM · 13 reps · 201-373-2163
53
AWM CAPITAL, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$860.6M RAUM · 15 reps · (323) 940-1339
53
LIBRA WEALTH LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$406.9M RAUM · 3 reps · (408) 721-1633 · librawealth.com
53
LIFEWORKS ADVISORS, LLC — added office(s): 16 -> 17 additional locations. IAPD ↗
$421.8M RAUM · 24 reps · (616) 200-6512
53
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$379.7M RAUM · 9 reps · 913-295-9500
53
SHARP FINANCIAL — added office(s): 4 -> 6 additional locations. IAPD ↗
$304.7M RAUM · 6 reps · (215) 659-2130
53
BRIO FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$699.4M RAUM · 11 reps · 415-623-2450
53
WELLS TRECASO FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$482.9M RAUM · 4 reps · 330-752-1547
53
EQ WEALTH MANAGEMENT — added office(s): 1 -> 5 additional locations. IAPD ↗
$593.7M RAUM · 6 reps · 425-434-1000
53
DOMANI ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$251.5M RAUM · 2 reps · 917-810-5530 · domaniadvisors.com
53
SOVEREIGN FINANCIAL GROUP, INC. — added office(s): 16 -> 18 additional locations. IAPD ↗
$716.9M RAUM · 16 reps · (888) 765-8180
53
PRINCIPAL ADVISED SERVICES — added office(s): 12 -> 46 additional locations. IAPD ↗
$569.5M RAUM · 58 reps · 866-412-0770
53
FERGUSON SHAPIRO LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$326.8M RAUM · 3 reps · (404) 567-6771 · fergusonshapiro.com
53
WEALTHSPAN PARTNERS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$282.5M RAUM · 4 reps · (563) 723-7301 · wealthspanpartners.com
53
FINANCIAL TRANSPARENCY — added office(s): 11 -> 12 additional locations. IAPD ↗
$295.3M RAUM · 15 reps · (336) 715-3300 · financialtransparencyllc.com
53
HASSELL WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
$255.8M RAUM · 6 reps · 985-868-9881 · hassellwealth.com
53
SOCHA FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$354.3M RAUM · 5 reps · 607-962-0605 · nsocha.com
53
RESURGENT ADVISORS — added office(s): 6 -> 8 additional locations. IAPD ↗
$300.1M RAUM · 7 reps · 770-615-8383 · taylorwealthllc.com
53
PRECISION WEALTH STRATEGIES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$297.2M RAUM · 6 reps · 314-994-6460 · precisionwealthstrategies.com
53
HOHIMER WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$796.0M RAUM · 6 reps · 206-709-5955
53
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$261.1M RAUM · 35 reps · 212-698-3300 · firsteagle.com
53
VERUM PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$740.4M RAUM · 11 reps · (980) 771-3999
53
OPTIVISE ADVISORY SERVICES LLC — added office(s): 19 -> 22 additional locations. IAPD ↗
$254.5M RAUM · 23 reps · 855-378-1806
53
AEGIS FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$356.9M RAUM · 5 reps · 920-233-4650 · aegis4me.com
53
CW INVESTMENT ADVISERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$580.0M RAUM · 19 reps · 626-788-2305
53
ONYX BRIDGE WEALTH GROUP LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$815.7M RAUM · 15 reps · (914) 909-6699 · onyxbridge.com
53
ADAMSBROWN WEALTH CONSULTANTS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$651.7M RAUM · 14 reps · (620) 792-2428 · adamsbrownwc.com
53
TACTIVE ADVISORS, LLC — added office(s): 11 -> 13 additional locations. IAPD ↗
$405.8M RAUM · 1 reps · 855-282-2848 · pcliftonfinancial.com
53
FORTIS CAPITAL ADVISORS, LLC — added office(s): 13 -> 20 additional locations. IAPD ↗
$331.8M RAUM · 24 reps · (775) 446-4208 · fortiscapitaladvisors.com
53
VANCE WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
$670.8M RAUM · 10 reps · 888-775-0950
53
THE CLARUS GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗
$798.0M RAUM · 8 reps · 713-621-3500
53
THE MILLSTONE EVANS GROUP, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$700.3M RAUM · 4 reps · 720-728-2801 · millstoneevansgroup.com
53
NAVIS WEALTH ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$409.7M RAUM · 5 reps · 914-848-8300
53
HILL INVESTMENT GROUP — added office(s): 3 -> 4 additional locations. IAPD ↗
$971.1M RAUM · 12 reps · 314-448-4023 · ignorewallst.com
53
SMITH THORNTON ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$735.4M RAUM · 4 reps · 256-715-7715 · smiththornton.com
53
PARAGON PRIVATE WEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$283.0M RAUM · 3 reps · 859-300-3985 · paragonmgmt.com
53
FIFTH THIRD WEALTH ADVISORS LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
$571.7M RAUM · 37 reps · (513) 534-7452
53
ENDEAVOR PRIVATE WEALTH, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$304.3M RAUM · 3 reps · 785-329-2510 · endeavorpw.com
53
IMPACT PARTNERSHIP WEALTH, LLC — added office(s): 30 -> 49 additional locations. IAPD ↗
$751.6M RAUM · 50 reps · 800-380-5040
53
WEST WEALTH GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$349.3M RAUM · 9 reps · 949-682-9105
53
THE FINANCIAL RESOURCE CENTER — added office(s): 0 -> 1 additional locations. IAPD ↗
$343.4M RAUM · 4 reps · 317-871-8571
53
VERTEX PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$671.2M RAUM · 14 reps · 630-836-3300
53
QUANTUM FINANCIAL ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$972.2M RAUM · 11 reps · (424) 447-8268
53
TRANSCE3ND LLC — added office(s): 5 -> 10 additional locations. IAPD ↗
$313.2M RAUM · 28 reps · 512-268-9220 · transcendim.com
53
25 FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$408.5M RAUM · 9 reps · 314-530-2858 · 25financial.com
53
FIAT WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$254.6M RAUM · 10 reps · 952-426-9116 · fiatwm.com
53
49 FINANCIAL — added office(s): 0 -> 7 additional locations. IAPD ↗
$566.2M RAUM · 74 reps · 214-563-1190
53
HIBERNIA WEALTH PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$289.0M RAUM · 7 reps · 225-778-7972 · hiberniawealth.com
53
JOULE FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$332.0M RAUM · 5 reps · 859-881-0777
53
TFB ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$720.7M RAUM · 23 reps · 913-648-5526 · taxfavoredbenefits.com
53
BUCK WEALTH STRATEGIES, LLC — added office(s): 7 -> 11 additional locations. IAPD ↗
$299.9M RAUM · 20 reps · 888-210-6567
53
FIDELIS CAPITAL — added office(s): 1 -> 3 additional locations. IAPD ↗
$917.2M RAUM · 11 reps · 813-934-6246
53
CORE WEALTH PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$284.0M RAUM · 4 reps · (707) 568-2400 · corewealthpartners.com
53
GOLDEN STATE EQUITY PARTNERS, LLC — added office(s): 13 -> 20 additional locations. IAPD ↗
$743.7M RAUM · 24 reps · 866-273-1563 · schneider-wealth.com
53
TURTLE CREEK WEALTH ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$905.6M RAUM · 17 reps · 214-214-3110
53
SECOND LINE CAPITAL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$402.1M RAUM · 14 reps · 504-321-0923
53
GILLILAND JETER WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$454.5M RAUM · 3 reps · 501-902-4951 · gillilandjeter.com
53
PORTSIDE WEALTH GROUP, LLC — added office(s): 27 -> 28 additional locations. IAPD ↗
$884.8M RAUM · 37 reps · 385-412-1222 · oxfordfinancialgroup.com
50
CHARLES SCHWAB & CO., INC. — added office(s): 356 -> 448 additional locations. IAPD ↗
$0 RAUM · 3564 reps · 415-667-7000 · schwab.com
50
USAA INVESTMENT SERVICES COMPANY — added office(s): 11 -> 13 additional locations. IAPD ↗
$0 RAUM · 109 reps · 210-456-4218 · snapchat.com
50
CREWS & ASSOCIATES, INC. — added office(s): 8 -> 9 additional locations. IAPD ↗
$112.4M RAUM · 16 reps · 501-907-2000 · crewsfs.com
50
W&S BROKERAGE SERVICES, INC. — added office(s): 50 -> 57 additional locations. IAPD ↗
$122.9M RAUM · 73 reps · 800-257-2135
50
JOSEPH GUNNAR & CO., LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$31.0M RAUM · 11 reps · 212-440-9600 · josephgunnar.com
50
MCGINN PENNINGER INVESTMENT MANAGMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$162.6M RAUM · 2 reps · 703-548-2555 · mcginninpenninger.com
50
COMPASS FINANCIAL ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$230.8M RAUM · 7 reps · 260-490-7878
50
BURGESS CHAMBERS & ASSOCIATES INC — added office(s): 1 -> 5 additional locations. IAPD ↗
$151.7M RAUM · 4 reps · 407-644-0111 · burgesschambers.com
50
MILLER VALUE PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$237.7M RAUM · 3 reps · 410-454-3130
50
CMG CAPITAL MANAGEMENT GROUP, INC. — added office(s): 0 -> 3 additional locations. IAPD ↗
$205.3M RAUM · 5 reps · 610-989-9090 · cmgprivatewealth.com
50
MWA FINANCIAL SERVICES, INC. — added office(s): 61 -> 81 additional locations. IAPD ↗
$216.1M RAUM · 115 reps · 309-558-3100
50
CTA WEALTH ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$136.5M RAUM · 2 reps · 818-841-1746
50
QUANTUM FINANCIAL ADVISORS INC — added office(s): 3 -> 4 additional locations. IAPD ↗
$143.2M RAUM · 4 reps · 301-296-6203
50
HELMSMAN FINANCIAL GROUP, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$155.0M RAUM · 3 reps · 425-485-0381 · helmsmanfinancial.com
50
CAPITAL IDEAS — added office(s): 0 -> 1 additional locations. IAPD ↗
$166.6M RAUM · 5 reps · 214-750-4400 · cap-ideas.com
50
KIPLINGER WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$189.1M RAUM · 4 reps · 937-886-1442
50
PINNACLE WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$202.1M RAUM · 5 reps · 503-654-5100 · thinkpinnacle.com.
50
COPLEY INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$200.4M RAUM · 2 reps · 910-452-7147 · copleyinvestmentmanagement.com
50
COLMAN KNIGHT ADVISORY GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$151.6M RAUM · 5 reps · 978-371-2015 · colmanknight.com
50
SHORELINE WEALTH ADVISORS — added office(s): 1 -> 6 additional locations. IAPD ↗
$220.4M RAUM · 6 reps · 765-593-2487
50
CAPITAL GROWTH & SHELTER, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
$33.3M RAUM · 1 reps · 518-399-3372 · capitalgrowthonline.com
50
CWC ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$163.5M RAUM · 5 reps · 503-968-0950 · cwcadvisors.com
50
TABR CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$203.4M RAUM · 2 reps · 714-704-9180 · facebook.comtabr-capital-management-2319971614730490
50
TIMBUKTU CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$84.6M RAUM · 1 reps · (857) 419-3809 · timbuktucapital.com
50
OPEN WINDOW FINANCIAL SOLUTIONS, LTD. — added office(s): 1 -> 2 additional locations. IAPD ↗
$223.7M RAUM · 3 reps · 775-827-0670
50
THE WILLIAM ALLAN CORPORATION — added office(s): 1 -> 2 additional locations. IAPD ↗
$169.6M RAUM · 2 reps · 800-677-5309
50
GLAXIS CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$159.5M RAUM · 4 reps · (941) 556 5333 · glaxisllc.com
50
GRIFFIN BLACK, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$219.8M RAUM · 3 reps · (650) 368-5785
50
MCM WEALTH — added office(s): 5 -> 6 additional locations. IAPD ↗
$133.7M RAUM · 6 reps · 844-626-4949 · marincapitalmanagement.com
50
O'BRIEN CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$32.9M RAUM · 1 reps · 845-358-4930 · obriencm.com
50
TWEDDELL GOLDBERG INVESTMENT MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$121.3M RAUM · 4 reps · 209-536-9734 · tginvesting.com
50
PROVIDENCE FINANCIAL AND INSURANCES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$153.4M RAUM · 5 reps · 818-887-6443 · providencefinancialradio.com
50
BECKERMAN WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗
$219.9M RAUM · 4 reps · 877-892-7738 · beckermaninstitutional.com
50
CHICAGO INVESTMENT ADVISORY GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗
$212.5M RAUM · 6 reps · 708-478-7190 · ciag.us
50
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC — added office(s): 15 -> 16 additional locations. IAPD ↗
$0 RAUM · 3 reps · 866-785-5350 · retirewithlonestar.com
50
GLOBAL VALUE INVESTMENT CORPORATION — added office(s): 4 -> 5 additional locations. IAPD ↗
$171.1M RAUM · 6 reps · 262-478-0640
50
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$179.5M RAUM · 11 reps · 443-224-1231
50
PILLAR WEALTH MANAGEMENT, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$201.2M RAUM · 2 reps · 925-407-0320 · pillarwm.com
50
FAMILYWEALTH ASSET MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$175.1M RAUM · 4 reps · 214-624-1185 · familywealth.us
50
RHS FINANCIAL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$198.1M RAUM · 3 reps · 415-495-2900
50
PRESERVER PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$172.9M RAUM · 3 reps · 901-755-4737 · preserverpartners.com
50
PRINCIPIA WEALTH ADVISORY, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$163.2M RAUM · 4 reps · 214-775-0899 · pwadvisory.com
50
CAITLIN JOHN — added office(s): 14 -> 15 additional locations. IAPD ↗
$143.3M RAUM · 21 reps · 810-355-1325 · caitlinjohn.com
50
LIVE OAK WEALTH ADVISORY GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$133.9M RAUM · 3 reps · 281-822-9200 · liveoakwag.com
50
ALERA RETIREMENT ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$39.0M RAUM · 4 reps · (585) 434-0646 · waterfordgroupny.com
50
RIVERCHASE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$117.0M RAUM · 2 reps · (972) 471-9013 · riverchasewealth.com
50
DYCHE WEALTH MANAGEMENT, INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$124.9M RAUM · 3 reps · 770-461-8191
50
SYNTAL CAPITAL PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$60.3M RAUM · 1 reps · 432-262-8111 · syntal.com
50
CHARTER WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$168.1M RAUM · 3 reps · 919-729-2100 · charterwm.com
50
MPMG & PARTNERS USA, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$31.7M RAUM · 1 reps · 212-605-0590
50
PLANVISION, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 3 reps · (612) 965-4286 · planvisionmn.com
50
VALIDUS GROWTH INVESTING — added office(s): 1 -> 2 additional locations. IAPD ↗
$248.7M RAUM · 3 reps · 858-410-1410 · validusgrowth.com
50
THE PILLAR STRATEGIES — added office(s): 2 -> 3 additional locations. IAPD ↗
$133.3M RAUM · 3 reps · 908-782-0001
50
ODIN CAPITAL MANAGEMENT — added office(s): 1 -> 3 additional locations. IAPD ↗
$249.9M RAUM · 4 reps · 203 252 1304
50
GRUPP FINANCIAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$81.7M RAUM · 3 reps · 1.307.200.6579 · gruppfinancial.com
50
J. HAGAN CAPITAL, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$185.6M RAUM · 6 reps · (502) 690-5635 · stormproofretirement.com
50
HENDERSHOTT WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$169.3M RAUM · 4 reps · 408-769-3005 · hilaryhendershottwealthmanagement.com
50
MATHIS WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$160.0M RAUM · 4 reps · 602-393-0501
50
PROSPERITY WEALTH MANAGEMENT, INC. — added office(s): 42 -> 46 additional locations. IAPD ↗
$243.4M RAUM · 48 reps · 925-791-4444 · thinkpwm.com
50
ABBINGTON INVESTMENT GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$108.6M RAUM · 3 reps · 202-320-7242 · abbingtongroup.com
50
JANUARY CAPITAL ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$215.8M RAUM · 2 reps · 415-494-2790
50
EVERSPIRE — added office(s): 0 -> 1 additional locations. IAPD ↗
$156.2M RAUM · 15 reps · 801-545-8706
50
BARKER WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$159.6M RAUM · 2 reps · (503) 616-8680 · barkerwealthmanagement.com
50
APTUS FINANCIAL, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$0 RAUM · 8 reps · 501-907-1993
50
ALSWORTH CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$84.1M RAUM · 2 reps · (607) 973-2665
50
WINTHROP PARTNERS - WNY, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$148.1M RAUM · 4 reps · 716-322-7478 · winthroppartners.com
50
WINTHROP PARTNERS - WPA , LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$68.8M RAUM · 2 reps · 267-454-7551
50
OPUS FINANCIAL SOLUTIONS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$151.1M RAUM · 4 reps · 331-777-5449
50
7 STREETS FINANCIAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$88.4M RAUM · 2 reps · 619-798-3372 · 7sts.com
50
WEST RIDGE ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
$188.6M RAUM · 9 reps · (702) 547-9483 · westridgeadvisors.com
50
ARES FINANCIAL CONSULTING LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$185.9M RAUM · 5 reps · 818-986-1479 · aresfinancialconsulting.com
50
FWG INVESTMENTS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$205.9M RAUM · 8 reps · 859-309-0349 · thefamilywealthgroup.com
50
C2C WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$190.9M RAUM · 1 reps · (480) 287-2130 · c2cwealth.com
50
Q3 ADVISORS, LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
$0 RAUM · 7 reps · 9366892294
50
CAPSTONE WEALTH MANAGEMENT GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$248.8M RAUM · 4 reps · (888) 587-7526 · capstone-wealth.com
50
SMITH & WYATT — added office(s): 3 -> 4 additional locations. IAPD ↗
$119.8M RAUM · 6 reps · 979-431-5440
50
SJHL FINANCIAL GROUP — added office(s): 4 -> 6 additional locations. IAPD ↗
$126.1M RAUM · 4 reps · 620-241-1826 · sjhl.com
50
XYPN INVEST — added office(s): 6 -> 10 additional locations. IAPD ↗
$133.3M RAUM · 10 reps · (360) 301-7579 · newleaffinancialguidance.com
50
IAMS WEALTH MANAGEMENT, LLC — added office(s): 44 -> 48 additional locations. IAPD ↗
$213.2M RAUM · 56 reps · (888)255-7670 · iamswm.com
50
AUTHENTIKOS WEALTH ADVISORY LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$125.1M RAUM · 3 reps · 877.457.4567 · authentikos.com
50
MRA ADVISORY GROUP — added office(s): 3 -> 4 additional locations. IAPD ↗
$246.0M RAUM · 6 reps · 844.672.7623
50
ACRYLIC FINANCIAL, INC. — added office(s): 17 -> 20 additional locations. IAPD ↗
$84.2M RAUM · 21 reps · 833-422-7954 · acrylicfinancial.com
50
FLORIDA FINANCIAL ADVISORS, LLC — added office(s): 7 -> 10 additional locations. IAPD ↗
$199.0M RAUM · 294 reps · (813) 333-1683
50
ATLANTIC WEALTH PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$227.7M RAUM · 4 reps · 561-632-0566 · atlanticwealthpartners.com
50
SUNBEAM CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$152.7M RAUM · 2 reps · (901) 229-2132
50
GPS FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$52.8M RAUM · 1 reps · 585-598-9111 · gpsfinancialadvisors.com
50
FORTRESS PRIVATE LEDGER, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$200.7M RAUM · 15 reps · 919-322-2761
50
PANORAMIC INVESTMENT ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$242.0M RAUM · 8 reps · 303-691-1808 · panoramicia.com
50
FBL WEALTH MANAGEMENT, LLC — added office(s): 157 -> 162 additional locations. IAPD ↗
$8.6M RAUM · 129 reps · 515-225-5400
50
BLACKDIAMOND WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$249.0M RAUM · 6 reps · (212) 784-6999
50
FIDELIS WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$192.9M RAUM · 4 reps · 303-800-4683
50
LONE PEAK ADVISERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$104.3M RAUM · 7 reps · 801-855-8886 · lonepeakadvisers.com
50
OATH PLANNING, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
$123.5M RAUM · 5 reps · 918-200-9094
50
EXCEL WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$232.7M RAUM · 7 reps · (888) 929-9920 · excelwm.com
50
VIENNA ASSET MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$204.0M RAUM · 1 reps · 408-882-1770 · vamladvisors.com
50
AEGIS WEALTH MANAGEMENT, INC. — added office(s): 27 -> 28 additional locations. IAPD ↗
$143.1M RAUM · 30 reps · (833) 483-8383 · mindiemolina.com
50
EAGLEBROOK ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$211.1M RAUM · 4 reps · 786-807-7374
50
FORTHRIGHT FAMILY WEALTH ADVISORY LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$160.8M RAUM · 1 reps · 713-510-3510 · forthrightwealth.com
50
INFINITY FINANCIAL SERVICES ADVISORY — added office(s): 31 -> 33 additional locations. IAPD ↗
$145.0M RAUM · 37 reps · 510-588-8000 · infinitysecurities.com
50
EMPOWER WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$146.3M RAUM · 2 reps · 512-833-6557 · empoweringretirement.com
50
HALLETT ADVISORS — added office(s): 2 -> 4 additional locations. IAPD ↗
$130.4M RAUM · 6 reps · 360-457-6000
50
TEXAS FINANCIAL ADVISORY — added office(s): 2 -> 3 additional locations. IAPD ↗
$117.9M RAUM · 5 reps · (210) 530-1292
50
CORE ADVISORY GROUP — added office(s): 1 -> 3 additional locations. IAPD ↗
$238.2M RAUM · 8 reps · 803-324-5464 · strosserwealth.com
50
46 PEAKS INVESTMENT ADVISORY GROUP — added office(s): 0 -> 2 additional locations. IAPD ↗
$197.6M RAUM · 3 reps · 215-497-8310 · 46peaks.com
50
ONEGROUP WEALTH PARTNERS, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$92.9M RAUM · 4 reps · 561-472-2312 · onegroupwealthpartners.com
50
ASPEN WEALTH STRATEGIES, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$248.7M RAUM · 5 reps · (303) 421-1113
50
LIGHTHOUSE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$155.0M RAUM · 2 reps · 717-346-6333
50
ADVISOR SHARE WEALTH MANAGEMENT — added office(s): 3 -> 21 additional locations. IAPD ↗
$48.0M RAUM · 22 reps · 866-232-3251 · aswealthmanagement.com
50
ADAPTATION FINANCIAL ADVISORS INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$177.4M RAUM · 5 reps · 972-774-0700 · adaptfa.com
50
PARK AVENUE INVESTMENT ADVISORY, LLC — added office(s): 5 -> 8 additional locations. IAPD ↗
$75.4M RAUM · 70 reps · 800-879-6934 · parkavenuesecurities.com
50
RETIREMENT PLANNING GROUP, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
$243.7M RAUM · 2 reps · (518) 580-1919
50
TETON WEALTH GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$128.4M RAUM · 8 reps · 844-838-6600 · retireteton.com
50
SCG ASSET MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$140.7M RAUM · 7 reps · 312-784-3952 · scgamllc.com
50
MARIPAU WEALTH MANAGEMENT LLC — added office(s): 7 -> 12 additional locations. IAPD ↗
$235.0M RAUM · 17 reps · 260-493-3930
50
VERITAS WEALTH PARTNERS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$120.3M RAUM · 2 reps · (650) 823-2705
50
MOMENT PRIVATE WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$112.1M RAUM · 3 reps · (636) 591-1050 · momentprivatewealth.com
50
FORTITUDE FINANCIAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$232.8M RAUM · 3 reps · 509-931-1199
50
ROOTED WEALTH ADVISORS — added office(s): 4 -> 6 additional locations. IAPD ↗
$223.0M RAUM · 6 reps · 815-918-4727 · playbook4retirement.com
50
AVOS CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$245.6M RAUM · 3 reps · (720) 864-4348 · avos.co
50
THEPARTNERS WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$172.5M RAUM · 7 reps · 800-324-3010 · centralcoastfm.com
50
FACTOR INVESTING GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗
$228.0M RAUM · 2 reps · (508) 366-6040
50
WPA FAMILY OFFICE, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$142.1M RAUM · 3 reps · (214) 945-0888 · wpafamilyoffice.com
50
BLUEPRINT FINANCIAL ADVISORS — added office(s): 5 -> 11 additional locations. IAPD ↗
$132.5M RAUM · 12 reps · 336-609-7522 · buildyourblueprint.com
50
PINNACLE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$159.1M RAUM · 2 reps · 916-772-0807 · pinnacle-mgmt.com
50
COLLECTIVE WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$33.0M RAUM · 5 reps · (404) 633-9952 · collectivewealthpartners.com
50
TYPHON CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 0 reps · 312-836-1180
50
SPARTA WEALTH PARTNERS — added office(s): 0 -> 2 additional locations. IAPD ↗
$219.5M RAUM · 3 reps · 704-575-1148
50
724 CAPITAL, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$197.4M RAUM · 11 reps · 517-256-4319 · cigfinancialservices.com
50
SECOND 50 FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$221.8M RAUM · 2 reps · 424-260-1551 · second50financial.com
50
DABA ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · (855) 400-3222 · dabafinance.com
50
DAVIVIENDA ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$121.7M RAUM · 2 reps · 786-238-7925 · daviviendaadvisors.com
50
STAGE WEALTH MANAGEMENT, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
$71.2M RAUM · 2 reps · 844-782-4396 · stagewealthmanagement.com
50
STEWARD ADVISORS GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$35.5M RAUM · 6 reps · (888) 225-3350 · stewardadvisorsgroup.com
50
FOX HILL WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$198.4M RAUM · 5 reps · 781-613-2600
50
PROLIFIC SOLUTIONS — added office(s): 1 -> 2 additional locations. IAPD ↗
$65.5M RAUM · 2 reps · (646) 612-7995
50
RM INVESTMENT STRATEGIES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$22.9M RAUM · 2 reps · (877) 803-6087 · riskmis.com
50
AURELIUS FAMILY OFFICE, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$237.3M RAUM · 5 reps · 603-413-6060 · aurelius.net
50
BRUDERMAN PRIVATE WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗
$123.6M RAUM · 5 reps · 516-930-4250 · brudermanprivatewealth.com
50
FORTHRIGHT CAPITAL ADVISORY — added office(s): 13 -> 17 additional locations. IAPD ↗
$26.5M RAUM · 32 reps · (702) 217-7676 · forthrightcps.com
50
LONGWALL FAMILY OFFICE — added office(s): 1 -> 5 additional locations. IAPD ↗
$207.4M RAUM · 5 reps · 203-209-2785
50
BULL HARBOR CAPITAL LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$173.9M RAUM · 16 reps · 804-965-5408 · bullharborcapital.com
50
SHARED VISION WEALTH GROUP — added office(s): 0 -> 2 additional locations. IAPD ↗
$215.4M RAUM · 3 reps · 7603491750 · sharedvisionwealth.com
50
SLP WEALTH — added office(s): 14 -> 15 additional locations. IAPD ↗
$9.0M RAUM · 16 reps · (314) 301-8219 · slpwealth.com
50
JEFFERSON BRIDGE CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$106.2M RAUM · 3 reps · 615-312-7750
50
EVERGREEN MONEY ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$102.8M RAUM · 12 reps · 844-383-3874 · evergreenmoney.com
50
WISER ADVISOR GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$117.7M RAUM · 2 reps · 480-500-9055 · wiser-advisor.com
50
MATRIARCH WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$161.0M RAUM · 2 reps · (973)979-7609 · matriarchwm.com
50
INDEX TECHNOLOGIES GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$28.7M RAUM · 4 reps · 212-466-6760
50
LASHLEY WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$70.4M RAUM · 1 reps · 913 338-2400
50
KELLER FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$106.8M RAUM · 2 reps · 717-516-0700
50
JB WEALTH ADVISORS LLC — added office(s): 1 -> 13 additional locations. IAPD ↗
$11.2M RAUM · 2 reps · 615-560-8268
50
CETERA ADVISORS LLC — moved its main office from GREENWOOD VILLAGE, CO to GREENWOOD VILLAGE, IL. IAPD ↗
$21.99B RAUM · 997 reps · 310-257-7880 · cetera.com
50
HUDSON EDGE INVESTMENT PARTNERS, INC. — moved its main office from JERSEY CITY, NJ to 740272, DE. IAPD ↗
$2.48B RAUM · 8 reps · 201-659-3700 · hudsonedgeip.com
50
F L PUTNAM INVESTMENT MANAGEMENT CO. — moved its main office from WELLESLEY, MA to LYNNFIELD, MA. IAPD ↗
$6.17B RAUM · 60 reps · 800-344-3435
50
EUBEL BRADY & SUTTMAN — moved its main office from DAYTON, OH to MIAMISBURG, OH. IAPD ↗
$1.98B RAUM · 33 reps · 937-291-1223 · ebsinvests.com
50
CAPITAL ADVANTAGE, INC. — moved its main office from LAFAYETTE, CA to WALNUT CREEK, CA. IAPD ↗
$1.00B RAUM · 9 reps · 925-299-1500
50
COMMUNITY CAPITAL MANAGEMENT, LLC — moved its main office from PLANTATION, FL to FORT LAUDERDALE, FL. IAPD ↗
$5.00B RAUM · 13 reps · 877-272-1977 · ccminvests.com
50
CG ADVISORY SERVICES — moved its main office from HASLETT, MI to WILLIAMSTON, MI. IAPD ↗
$3.22B RAUM · 68 reps · 517-339-7662 · carrcapitalllc.net
50
CHOREO, LLC — moved its main office from MINNEAPOLIS, MN to ROCKFORD, IL. IAPD ↗
$16.03B RAUM · 129 reps · 312-702-1680
50
KOWAL INVESTMENT GROUP, LLC — moved its main office from WAUKESHA, WI to BROOKFIELD, WI. IAPD ↗
$1.11B RAUM · 11 reps · (262) 522-4040 · kowalinvestmentgroup.com
50
NORTHEAST FINANCIAL GROUP, INC. — moved its main office from TANNERSVILLE, PA to ALLENTOWN, PA. IAPD ↗
$1.00B RAUM · 9 reps · 570-688-9898
50
THREE BELL CAPITAL LLC — moved its main office from SAN FRANCISCO, CA to DALLAS, TX. IAPD ↗
$3.25B RAUM · 12 reps · 650-843-9836
50
REVISOR WEALTH MANAGEMENT LLC — moved its main office from SOLON, OH to AKRON, OH. IAPD ↗
$1.72B RAUM · 8 reps · 330-864-9516
50
APELLA WEALTH — moved its main office from GLASTONBURY, CT to WEST HARTFORD, CT. IAPD ↗
$3.35B RAUM · 40 reps · 860.785.2260
50
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC — moved its main office from BETHLEHEM, PA to CENTER VALLEY, PA. IAPD ↗
$1.63B RAUM · 12 reps · 610-849-2739 · focusfinancialpartners.com
50
WASHINGTON CROSSING ADVISORS LLC — moved its main office from FLORHAM PARK, NJ to MORRISTOWN, NJ. IAPD ↗
$1.94B RAUM · 5 reps · 973-549-4052 · washingtoncrossingadvisors.com
50
APEXIUM FINANCIAL LP — moved its main office from RYE, NY to DALLAS, TX. IAPD ↗
$2.64B RAUM · 10 reps · 212-225-9500
50
REMBERT PENDLETON JACKSON — moved its main office from FALLS CHURCH, VA to VIENNA, VA. IAPD ↗
$2.12B RAUM · 13 reps · 703-821-6655
50
HAYS FINANCIAL GROUP, LLC — moved its main office from MINNEAPOLIS, MN to EDINA, MN. IAPD ↗
$5.10B RAUM · 4 reps · (612) 373-9863
50
PRIVATE WEALTH ASSET MANAGEMENT — moved its main office from CEDAR RAPIDS, IA to OMAHA, NE. IAPD ↗
$1.61B RAUM · 20 reps · 515-328- 8872
50
QUOTIENT WEALTH PARTNERS, LLC — moved its main office from HOUSTON, TX to IRVING, TX. IAPD ↗
$3.12B RAUM · 21 reps · (972) 807-0003
48
FIDUCIARY ADVISORS, LLC — moved its main office from PHILADELPHIA, PA to SALT LAKE CITY, UT. IAPD ↗
$402.7M RAUM · 2 reps · (267) 534-2490 · managedplan.com
48
TRUST ADVISORY GROUP LTD — moved its main office from WOBURN, MA to READING, MA. IAPD ↗
$560.4M RAUM · 41 reps · 781-933-6100 · coromandelwm.com
48
HUNTER MICHAEL INVESTMENT ADVISORS INC — moved its main office from MIDLOTHIAN, VA to RICHMOND, VA. IAPD ↗
$865.9M RAUM · 1 reps · 804-378-7640 · huntermichael.com
48
LEVEL FINANCIAL ADVISORS, INC. — moved its main office from AMHERST, NY to EAST AMHERST, NY. IAPD ↗
$620.8M RAUM · 8 reps · 716-634-6113 · levelfa.com
48
ASPEN INVESTMENT MANAGEMENT INC. — moved its main office from GRAND RAPIDS, MI to ADA, MI. IAPD ↗
$257.1M RAUM · 4 reps · 616-361-2500 · aspenim.com
48
HANOVER ADVISORS, INC — moved its main office from CLEMSON, SC to SENECA, SC. IAPD ↗
$302.5M RAUM · 2 reps · 864-235-6760 · hanoveradvisorsinc.com
48
FAI ADVISORS, INC. — moved its main office from FARMINGTON HILLS, MI to NOVI, MI. IAPD ↗
$250.0M RAUM · 8 reps · 248-482-3600 · financialarch.com
48
DRAKE CAPITAL ADVISORS LLC — moved its main office from GREENWICH, CT to OLD GREENWICH, CT. IAPD ↗
$652.9M RAUM · 3 reps · 203-861-7500 · drakeadvisors.com
48
CONCORDE ASSET MANAGEMENT, LLC — moved its main office from LIVONIA, MI to ANN ARBOR, MI. IAPD ↗
$395.1M RAUM · 67 reps · 248-824-6710 · concordeis.com
48
CALDER FINANCIAL GROUP — moved its main office from GRAND RAPIDS, MI to ADA, MI. IAPD ↗
$260.5M RAUM · 5 reps · 616-235-2442
48
CONSILIUM WEALTH MANAGEMENT — moved its main office from SAN RAMON, CA to DANVILLE, CA. IAPD ↗
$645.8M RAUM · 2 reps · 925-365-1087 · consiliumwm.com
48
RIVERVIEW RESEARCH, LLC — moved its main office from CLEVELAND, OH to INDEPENDENCE, OH. IAPD ↗
$848.8M RAUM · 1 reps · (216) 573-0420 · riverviewresearch.com
48
CLIENT 1ST ADVISORY GROUP — moved its main office from CLEARWATER, FL to DUNEDIN, FL. IAPD ↗
$348.6M RAUM · 5 reps · 727-450-2301
48
MPWM ADVISORY SOLUTIONS LLC — moved its main office from NEW YORK, NY to ALPHARETTA, GA. IAPD ↗
$315.7M RAUM · 14 reps · 678-566-4001
48
KANEN WEALTH MANAGEMENT LLC — moved its main office from CORAL SPRINGS, FL to COCONUT CREEK, FL. IAPD ↗
$292.5M RAUM · 2 reps · 631-863-3100 · kanenadvisory.com
48
ALPHA CAPITAL MANAGEMENT GROUP LLC — moved its main office from GREENWOOD VILLAGE, CO to DENVER, CO. IAPD ↗
$421.9M RAUM · 4 reps · 303-900-1919 · alphacmg.com
48
SUMMIT WEALTH AND RETIREMENT PARTNERS — moved its main office from DANVILLE, CA to SAN RAMON, CA. IAPD ↗
$721.0M RAUM · 6 reps · (925) 927-1900 · summitwealthandretirement.com
48
CAPITAL SQUARE, LLC — moved its main office from CHATTANOOGA, TN to ATHENS, TN. IAPD ↗
$301.9M RAUM · 9 reps · 423-877-6708 · capitalsquare.biz
48
HORST & GRABEN WEALTH MANAGEMENT, LLC — moved its main office from LAKE OSWEGO, OR to PORTLAND, OR. IAPD ↗
$649.9M RAUM · 3 reps · 503-342-8900 · horstandgrabenwealth.com
48
HUDSON VALUE PARTNERS, LLC — moved its main office from MORRISTOWN, NJ to PALM BEACH, FL. IAPD ↗
$421.3M RAUM · 4 reps · 646-343-9772 · hudsonvaluepartners.com
48
FORTIS CAPITAL ADVISORS, LLC — moved its main office from RENO, NV to PRAIRIE VILLAGE, KS. IAPD ↗
$331.8M RAUM · 24 reps · (775) 446-4208 · fortiscapitaladvisors.com
48
GREENUP STREET WEALTH MANAGEMENT LLC — moved its main office from ANN ARBOR, MI to OVERLAND PARK, KS. IAPD ↗
$510.8M RAUM · 14 reps · 734-656-8121
48
UNIQUE WEALTH, LLC — moved its main office from TAMPA, FL to CLEARWATER, FL. IAPD ↗
$626.5M RAUM · 9 reps · 813-816-2030 · uniquewealth.com
48
POWER WEALTH MANAGEMENT — moved its main office from ROSWELL, GA to ALPHARETTA, GA. IAPD ↗
$293.8M RAUM · 3 reps · 404-889-8919 · powerwm.com
48
QUANTUM FINANCIAL ADVISORS, LLC — moved its main office from MANHATTAN BEACH, CA to EL SEGUNDO, CA. IAPD ↗
$972.2M RAUM · 11 reps · (424) 447-8268
48
HERITAGE FAMILY OFFICES, LLP — moved its main office from PHOENIX, AZ to SCOTTSDALE, AZ. IAPD ↗
$365.1M RAUM · 5 reps · (602) 775-5400
48
HEDONOVA ADVISORS LLC — moved its main office from LOS ANGELES, CA to POST FALLS, ID. IAPD ↗
$823.8M RAUM · 16 reps · 213-340-1334 · hedonova.io
45
VALUE FINANCIAL ADVISERS, INC. — moved its main office from DENVER, CO to ORLANDO, FL. IAPD ↗
$105.3M RAUM · 4 reps · 303-770-3030 · valuefinancialadvisers.com
45
SCHLINDWEIN ASSOCIATES LLC — moved its main office from CHICAGO, IL to DALLAS, TX. IAPD ↗
$199.9M RAUM · 2 reps · 469-385-7040
45
MAIN STREET FINANCIAL — moved its main office from MOUNT KISCO, NY to HARRISON, NY. IAPD ↗
$58.7M RAUM · 3 reps · 914-698-8303 · mainstfinancial.com
45
M.K. BROWN WEALTH ADVISORY — moved its main office from KETTERING, OH to OAKWOOD, OH. IAPD ↗
$149.0M RAUM · 2 reps · 937-298-8904 · mkbrown.com
45
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. — moved its main office from POWAY, CA to SAN JUAN CAPISTRANO, CA. IAPD ↗
$230.8M RAUM · 6 reps · 949-248-8800
45
GASSMAN FINANCIAL GROUP — moved its main office from NEW YORK, NY to JERICHO, NY. IAPD ↗
$50.1M RAUM · 1 reps · 631-482-7460
45
STRATEGIC RETIREMENT ADVISORS, LLC — moved its main office from SACRAMENTO, CA to ELK GROVE, CA. IAPD ↗
$190.9M RAUM · 2 reps · 916-248-3619 · strategicretirementadvisors.net
45
ABRIDGE PARTNERS, LLC — moved its main office from DIAMOND BAR, CA to JACKSON, MS. IAPD ↗
$102.5M RAUM · 2 reps · (601) 718-0000 · abridgepartnersllc.com
45
STRATEGIC WEALTH PLANNING — moved its main office from DALLAS, TX to RICHARDSON, TX. IAPD ↗
$164.4M RAUM · 2 reps · 214-727-6000 · awealthplan.com
45
RD LEWIS WEALTH MANAGEMENT — moved its main office from ORLANDO, FL to MAITLAND, FL. IAPD ↗
$183.8M RAUM · 2 reps · 407-446-3737
45
PERINI CAPITAL — moved its main office from SCOTTSDALE, AZ to RANCHO SANTA FE, CA. IAPD ↗
$161.0M RAUM · 5 reps · 575-725-1978
45
FELTL ADVISORS — moved its main office from MINNETONKA, MN to PLYMOUTH, MN. IAPD ↗
$120.6M RAUM · 14 reps · 612-492-8800 · feltladvisors.com
45
RH BUCHANAN — moved its main office from KETCHIKAN, AK to ANCHORAGE, AK. IAPD ↗
$165.2M RAUM · 2 reps · (907) 225-0833 · rhbuchanan.com
45
T2 ASSET MANAGEMENT, LLC — moved its main office from OAKBROOK TERRACE, IL to NAPERVILLE, IL. IAPD ↗
$140.0M RAUM · 7 reps · 888-354-8499
45
VANDERPOL INVESTMENTS L.L.C. — moved its main office from BYRON CENTER, MI to CALEDONIA, MI. IAPD ↗
$123.1M RAUM · 3 reps · 616-723-2637
45
SIMPLEX WEALTH MANAGEMENT — moved its main office from SAN RAMON, CA to DANVILLE, CA. IAPD ↗
$219.4M RAUM · 2 reps · 925-804-6468 · simplexwm.com
45
HENDERSHOTT WEALTH MANAGEMENT, LLC — moved its main office from SAN JOSE, CA to FISHERS, IN. IAPD ↗
$169.3M RAUM · 4 reps · 408-769-3005 · hilaryhendershottwealthmanagement.com
45
WEALTHBUILDERS INVESTMENTS — moved its main office from COLORADO SPRINGS, CO to ENGLEWOOD, CO. IAPD ↗
$121.7M RAUM · 5 reps · 972-719-2557 · investmentmastery.store
45
7 STREETS FINANCIAL, LLC — moved its main office from SAN RAMON, CA to SAN DIEGO, CA. IAPD ↗
$88.4M RAUM · 2 reps · 619-798-3372 · 7sts.com
45
LOBNEK WEALTH MANAGEMENT INC. — moved its main office from GENEVA, to NEW YORK, NY. IAPD ↗
$168.8M RAUM · 3 reps · 646 801 4923 · lobnek-inc.com
45
C2C WEALTH MANAGEMENT, LLC — moved its main office from MANSFIELD, MA to SCOTTSDALE, AZ. IAPD ↗
$190.9M RAUM · 1 reps · (480) 287-2130 · c2cwealth.com
45
MOTIV8 INVESTMENTS LLC — moved its main office from STUART, FL to PORT ST LUCIE, FL. IAPD ↗
$161.4M RAUM · 14 reps · 772-247-4488 · wellpreserved.info
45
STYRE WEALTH — moved its main office from FT. WORTH, TX to FORT WORTH, TX. IAPD ↗
$186.3M RAUM · 1 reps · 817-605-7833
45
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC — moved its main office from BALA CYNWYD, PA to BALTIMORE, MD. IAPD ↗
$47.9M RAUM · 2 reps · 215-564-5750
45
ALBERT INVESTMENTS, LLC — moved its main office from CULVER CITY, CA to SANTA BARBARA, CA. IAPD ↗
$16.7M RAUM · 3 reps · 844-891-9309 · blog.albert.com
45
VIENNA ASSET MANAGEMENT LLC — moved its main office from CUPERTINO, CA to SARATOGA, CA. IAPD ↗
$204.0M RAUM · 1 reps · 408-882-1770 · vamladvisors.com
45
PLANROCK INVESTMENTS LLC — moved its main office from FRANKLIN, TN to BRENTWOOD, TN. IAPD ↗
$27.3M RAUM · 3 reps · 800-677-6025 · planrock.com
45
EQUILIBRIUM VENTURES, LLC — moved its main office from AUSTIN, TX to NEW YORK, NY. IAPD ↗
$141.5M RAUM · 3 reps · 310-922-8955 · equi.com
45
OPTIMA CAPITAL LLC — moved its main office from HILLSBORO, OR to BEAVERTON, OR. IAPD ↗
$247.7M RAUM · 6 reps · 503-270-1314 · optimacapitalllc.com
45
AEM ASSET MANAGEMENT, LLC — moved its main office from SOMERSET, NJ to SOMERSET, NY. IAPD ↗
$127.9M RAUM · 2 reps · 973-714-6437 · aemadvisory.com
45
ELEVATION ADVISORY PARTNERS LLC — moved its main office from LONGWOOD, FL to ORLANDO, FL. IAPD ↗
$171.8M RAUM · 4 reps · 407-567-1901
45
VALLEY FINANCIAL GROUP — moved its main office from FLOURTOWN, PA to AMBLER, PA. IAPD ↗
$197.5M RAUM · 5 reps · 215-947-9190
45
R CUBED GLOBAL CAPITAL INC. — moved its main office from PLANTATION, FL to BELLEVUE, WA. IAPD ↗
$25.2M RAUM · 1 reps · 206-743-5907 · rcubedgc.com
45
RANGE ADVISORY, LLC — moved its main office from TYSONS, VA to MCLEAN, VA. IAPD ↗
$27.2M RAUM · 9 reps · (703) 261-4126
45
HERBEIN FINANCIAL GROUP, LLC — moved its main office from TANNERSVILLE, PA to ALLENTOWN, PA. IAPD ↗
$0 RAUM · 2 reps · 484-509-1136 · herbein.com
45
EVERGREEN MONEY ADVISORS — moved its main office from MIAMI, FL to RALEIGH, NC. IAPD ↗
$102.8M RAUM · 12 reps · 844-383-3874 · evergreenmoney.com
45
SOCIALTRADER — moved its main office from EL CAJON, CA to LEWES, DE. IAPD ↗
$400 RAUM · 1 reps · 619-500-6101 · socialtrader.ai
45
NUVEEN FUND ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$150.37B RAUM · 28 reps · 312-917-7700
45
BLACKROCK FUND ADVISORS — added office(s): 8 -> 9 additional locations. IAPD ↗institutional
$3047.29B RAUM · 283 reps · 415 670 2000
45
TIAA-CREF INVESTMENT MANAGEMENT LLC — added office(s): 10 -> 14 additional locations. IAPD ↗institutional
$249.86B RAUM · 321 reps · 212-490-9000
45
USI ADVISORS — added office(s): 12 -> 13 additional locations. IAPD ↗institutional
$41.62B RAUM · 42 reps · 860-633-5283 · usicg.com
45
MISSIONSQUARE INVESTMENTS — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$49.41B RAUM · 82 reps · 202-962-4600 · investments.missionsq.org
45
IM GLOBAL PARTNER FUND MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$2.88B RAUM · 4 reps · 323-238-4518 · imgpfunds.com
45
INTERCONTINENTAL REAL ESTATE CORPORATION — added office(s): 8 -> 10 additional locations. IAPD ↗institutional
$12.50B RAUM · 40 reps · 617-782-2600
45
COOK STREET CONSULTING, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$7.08B RAUM · 31 reps · 303-333-7770
45
INVESCO CAPITAL MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$545.53B RAUM · 49 reps · 800-983-0903
45
ADHESION WEALTH ADVISOR SOLUTIONS — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$8.78B RAUM · 15 reps · 888-295-8351 · adhesionwealth.com
45
VERSUS CAPITAL ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$5.08B RAUM · 6 reps · 877-200-1878 · versuscapital.com
45
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$1.37B RAUM · 4 reps · 614-816-2694 · accoladeadvisory.com
45
GLOBAL X MANAGEMENT COMPANY LLC — added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$43.81B RAUM · 36 reps · 212-644-6440
45
ITAU USA ASSET MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$8.01B RAUM · 8 reps · 212-845-0600
45
CI GLOBAL INVESTMENTS INC. — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$10.89B RAUM · 2 reps · 416-364-1145
45
KRANE FUNDS ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$8.69B RAUM · 11 reps · 212-933-0393 · kraneshares.com
45
CAPULA INVESTMENT US LP — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$101.12B RAUM · 15 reps · (646) 874-5400 · capulaglobal.com
45
TPG GLOBAL ADVISORS, LLC — added office(s): 11 -> 18 additional locations. IAPD ↗institutional
$141.77B RAUM · 531 reps · 817-871-4000
45
CERITY PARTNERS RETIREMENT PLAN ADVISORS — added office(s): 12 -> 17 additional locations. IAPD ↗institutional
$16.22B RAUM · 53 reps · 212-850-4260
45
BREVAN HOWARD US INVESTMENT MANAGEMENT LP — added office(s): 4 -> 7 additional locations. IAPD ↗institutional
$17.81B RAUM · 128 reps · 212-602-7800 · brevanhoward.com
45
THOROFARE, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$1.58B RAUM · 21 reps · 617-880-7494
45
CRESCENT CAP ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$1.78B RAUM · 0 reps · 310-235-5900 · crescentbdc.com
45
BXMT ADVISORS L.L.C. — added office(s): 3 -> 5 additional locations. IAPD ↗institutional
$24.04B RAUM · 120 reps · 212-583-5000
45
OAKTREE FUND ADVISORS, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗institutional
$9.51B RAUM · 262 reps · 213-830-6300 · osc.brookfieldoaktree.com
45
CLAROS REIT MANAGEMENT LP — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$8.11B RAUM · 39 reps · 212-484-0050
45
CAPACUITY LLC — added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$7.11B RAUM · 14 reps · (407) 949-6889 · capacuity.com
45
BLUE WATER FINANCIAL TECHNOLOGIES LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$6.64B RAUM · 4 reps · 866-217-0246 · bluewater-fintech.com
45
CE INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$6.27B RAUM · 17 reps · 405-523-5348
45
CHURCHILL DLC ADVISOR LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$1.73B RAUM · 66 reps · 212-478-9200 · churchillam.com
45
FS REIT ADVISOR, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$8.52B RAUM · 4 reps · 215-220-6651
45
BROOKFIELD ASSET MANAGEMENT INSURANCE ADVISOR LLC — added office(s): 28 -> 30 additional locations. IAPD ↗institutional
$34.50B RAUM · 998 reps · 2124177000 · brookfield.com
45
NEXTECH VENTURES (US) LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$1.17B RAUM · 3 reps · (617) 807-0920 · nextech.us
45
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗institutional
$1.02B RAUM · 103 reps · (203) 542-4200 · silverpointcapital.com
45
HPS ADVISORS, LLC — added office(s): 15 -> 19 additional locations. IAPD ↗institutional
$9.72B RAUM · 283 reps · 212-287-6767
45
KAUFMAN HALL INVESTMENT MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$1.17B RAUM · 4 reps · 615-690-5541 · kaufmanhall.com
43
INTERVEST CAPITAL PARTNERS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$512.1M RAUM · 21 reps · 212-377-0030
43
ROOSEVELT MANAGEMENT COMPANY LLC — added office(s): 1 -> 8 additional locations. IAPD ↗institutional
$803.1M RAUM · 60 reps · 212-938-4800
43
H.I.G. WHITEHORSE ADVISERS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗institutional
$730.8M RAUM · 65 reps · 305-379-2322 · higwhitehorse.com
43
NEWFRONT RETIREMENT SERVICES, INC. — added office(s): 17 -> 22 additional locations. IAPD ↗institutional
$366.8M RAUM · 20 reps · 415-754-3635 · newfront.com
43
TOUCHDOWN VENTURES INC. — added office(s): 2 -> 4 additional locations. IAPD ↗institutional
$458.5M RAUM · 65 reps · 856-431-3535 · touchdownvc.com
43
CONSEQUENT CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$700.9M RAUM · 6 reps · (404) 883-2500 · consequentgroup.com
43
FS CREDIT INCOME ADVISOR, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$812.9M RAUM · 2 reps · 215-220-6651
43
EPFC CAPITAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$417.4M RAUM · 9 reps · 786-744-7050 · epfc.capital
43
SORA INVESTORS — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$673.1M RAUM · 7 reps · 610-801-2000
43
ELECTRA CAPITAL — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$593.1M RAUM · 6 reps · (610) 977-2000
43
KENNEDY LEWIS CAPITAL HOLDINGS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$454.3M RAUM · 36 reps · 212-782-3480 · klimllc.com
40
DEUTSCHE BANK SECURITIES INC. — added office(s): 1 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 149 reps · 212-250-2500 · dbresearch.com
40
USI SECURITIES, INC. — added office(s): 10 -> 14 additional locations. IAPD ↗institutional
$0 RAUM · 19 reps · 860-652-3239
40
HEITMAN CAPITAL MANAGEMENT LLC — added office(s): 2 -> 8 additional locations. IAPD ↗fund
$8.60B RAUM · 191 reps · (312) 855-5700
40
ULLICO INVESTMENT ADVISORS, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$11.32B RAUM · 45 reps · 202-962-8951 · ullico-urs.com
40
PPM AMERICA INC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$73.14B RAUM · 112 reps · 312-634-2500
40
UBS REALTY INVESTORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$2.73B RAUM · 27 reps · 860-616-9000 · ubs.com
40
FIRST EAGLE INVESTMENT MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$91.40B RAUM · 36 reps · 212-698-3300
40
POLEN CAPITAL CREDIT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$7.44B RAUM · 22 reps · 781-283-8500
40
AEW CAPITAL MANAGEMENT LP — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$5.79B RAUM · 196 reps · 617-261-9000
40
WAFRA INC. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$28.95B RAUM · 76 reps · 212-759-3700 · capitalconstellation.com
40
TOWERS WATSON INVESTMENT SERVICES, INC. — added office(s): 8 -> 12 additional locations. IAPD ↗fund
$51.37B RAUM · 201 reps · 312-288-7700
40
HARBOR CAPITAL ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$50.55B RAUM · 25 reps · (312) 443-4400 · harborfunds.com
40
SPUR CAPITAL PARTNERS — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$1.02B RAUM · 6 reps · 918-331-3800 · spurcap.com
40
ORBIMED ADVISORS LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$18.21B RAUM · 83 reps · 212-739-6400
40
BLACKSTONE ASSET BASED FINANCE ADVISORS LP — added office(s): 2 -> 4 additional locations. IAPD ↗fund
$27.84B RAUM · 70 reps · 212-583-5000 · blackstone.podbean.com
40
SALIENT ADVISORS, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$75.3M RAUM · 68 reps · 2147566900 · g.page
40
THE ROCK CREEK GROUP, LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$16.41B RAUM · 29 reps · 202-331-3400
40
MORGAN STANLEY REAL ESTATE ADVISOR, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗institutional
$0 RAUM · 83 reps · (212) 761-7160 · morganstanley.com
40
FORTRESS INVESTMENT GROUP — added office(s): 15 -> 18 additional locations. IAPD ↗fund
$79.96B RAUM · 369 reps · 212-798-6100
40
ARES MANAGEMENT LLC — added office(s): 37 -> 44 additional locations. IAPD ↗fund
$314.93B RAUM · 1062 reps · 310-201-4100
40
FRANCIS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 18 reps · 866-232-6457 · francisway.com
40
ARES CAPITAL MANAGEMENT LLC — added office(s): 8 -> 16 additional locations. IAPD ↗fund
$68.59B RAUM · 431 reps · 310-201-4100 · aresmgmt.com
40
TPG ANGELO GORDON — added office(s): 3 -> 7 additional locations. IAPD ↗fund
$83.69B RAUM · 154 reps · 212.692.2000 · angelogordon.com
40
ABSOLUTE INVESTMENT ADVISERS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$1.63B RAUM · 7 reps · 781-740-1904 · absoluteadvisers.com
40
STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$71.28B RAUM · 80 reps · 212-583-5000
40
HQ CAPITAL PRIVATE EQUITY LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$7.77B RAUM · 21 reps · 212-863-2300
40
BAIN CAPITAL CREDIT, LP — added office(s): 13 -> 14 additional locations. IAPD ↗fund
$63.22B RAUM · 227 reps · 617-516-2318
40
57 STARS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$4.58B RAUM · 17 reps · 202-824-1600 · 57stars.net
40
GABELLI & COMPANY INVESTMENT ADVISERS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.53B RAUM · 18 reps · 914-921-5135 · gabellipartners.com
40
TWO SIGMA INVESTMENTS, LP — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$83.96B RAUM · 866 reps · (212) 625-5700
40
GLENVIEW CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.60B RAUM · 25 reps · 212-812-4700
40
TRG MANAGEMENT LP — added office(s): 10 -> 11 additional locations. IAPD ↗fund
$8.45B RAUM · 82 reps · 212-984-2900 · rohatyngroup.com
40
BALYASNY ASSET MANAGEMENT L.P. — added office(s): 23 -> 25 additional locations. IAPD ↗fund
$248.04B RAUM · 814 reps · 312-499-2999 · corbetscap.com
40
PALOMA PARTNERS MANAGEMENT COMPANY — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$29.37B RAUM · 20 reps · 203-862-8000
40
ONEX CREDIT PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$18.26B RAUM · 37 reps · (201) 541-2121 · onex.com
40
PENNANTPARK INVESTMENT ADVISERS, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗fund
$3.98B RAUM · 24 reps · 212-905-1000
40
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$68.54B RAUM · 150 reps · 212-583-5000 · spoti.fi
40
VOLEON CAPITAL MANAGEMENT LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$9.33B RAUM · 13 reps · 341-333-2059
40
MS CAPITAL PARTNERS ADVISER INC. — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$27.27B RAUM · 128 reps · (212) 761-7160 · morganstanley.com
40
CITADEL ADVISORS LLC — added office(s): 21 -> 22 additional locations. IAPD ↗fund
$397.05B RAUM · 1132 reps · 305-929-6851
40
STOCKBRIDGE CAPITAL GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$19.92B RAUM · 23 reps · 415-658-3300 · stockbridge.com
40
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC — added office(s): 8 -> 12 additional locations. IAPD ↗fund
$139.84B RAUM · 299 reps · 212-458-6082 · corebridgefinancial.com
40
CERBERUS CAPITAL MANAGEMENT, L.P. — added office(s): 8 -> 9 additional locations. IAPD ↗fund
$88.21B RAUM · 262 reps · 212-891-2100
40
TWO SIGMA ADVISERS, LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$75.81B RAUM · 66 reps · (212) 625-5700 · twosigma.com
40
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP — added office(s): 2 -> 4 additional locations. IAPD ↗fund
$8.28B RAUM · 46 reps · 212-295-6200
40
CRESCENT CAPITAL GROUP LP — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$42.56B RAUM · 114 reps · 310-235-5900 · crescentcap.com
40
PRETIUM CREDIT MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.22B RAUM · 24 reps · 704-628-4100
40
ECP — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$19.84B RAUM · 52 reps · 973-671-6100 · ecpgp.com
40
LUBERT-ADLER MANAGEMENT COMPANY, L.P. — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$2.82B RAUM · 26 reps · 215-972-2200 · lubertadler.com
40
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$9.71B RAUM · 28 reps · 212-720-0300 · newmountainfinance.com
40
SANDS CAPITAL VENTURES, LLC — added office(s): 3 -> 6 additional locations. IAPD ↗fund
$2.88B RAUM · 66 reps · 703-562-4000 · sandscapitalventures.com
40
VANCE STREET CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.97B RAUM · 19 reps · 310-231-7100 · vancestreetcapital.com
40
HUDSON BAY CAPITAL MANAGEMENT LP — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$31.12B RAUM · 100 reps · 203-718-5690 · hudsonbaycapital.com
40
INDUSTRY VENTURES, L.L.C. — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$7.53B RAUM · 24 reps · 415-273-4201
40
RELATED FUND MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$12.83B RAUM · 46 reps · 212-801-1000
40
DENHAM CAPITAL MANAGEMENT LP — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$6.13B RAUM · 26 reps · 617-531-7200
40
VERITION FUND MANAGEMENT LLC — added office(s): 8 -> 20 additional locations. IAPD ↗fund
$107.25B RAUM · 293 reps · 203-742-7700 · verition.com
40
WEBSTER EQUITY PARTNERS, L.P. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$7.50B RAUM · 24 reps · 781-419-1515
40
SVERICA CAPITAL MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.12B RAUM · 19 reps · 617-695-0221
40
THOMA BRAVO — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$137.68B RAUM · 95 reps · 312-254-3300 · thomabravo.com
40
LBC CREDIT PARTNERS — added office(s): 3 -> 8 additional locations. IAPD ↗fund
$3.51B RAUM · 47 reps · 215-972-8900 · lbccredit.com
40
SRS INVESTMENT MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$12.14B RAUM · 16 reps · 212-520-7900
40
KPS CAPITAL PARTNERS, LP — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$21.37B RAUM · 96 reps · 212-338-5100
40
SILVER POINT CAPITAL, L.P. — added office(s): 5 -> 7 additional locations. IAPD ↗fund
$27.91B RAUM · 103 reps · 203-542-4200 · silverpointcapital.com
40
CLEARLAKE CAPITAL GROUP, L.P. — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$62.98B RAUM · 35 reps · 310-400-8800 · clearlake.com
40
HARRISON STREET ADVISORS, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗fund
$20.25B RAUM · 254 reps · 312-920-0500 · harrisonst.com
40
MILLENNIUM MANAGEMENT LLC — added office(s): 75 -> 77 additional locations. IAPD ↗fund
$505.94B RAUM · 2660 reps · 212-841-4100
40
MADISON INTERNATIONAL REALTY HOLDINGS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$7.04B RAUM · 31 reps · 212-688-8777
40
AFFINIUS CAPITAL — added office(s): 0 -> 5 additional locations. IAPD ↗fund
$12.45B RAUM · 64 reps · 212-605-1000 · affiniuscapital.com
40
GRANDEUR PEAK GLOBAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$6.32B RAUM · 37 reps · 801-384-0000
40
LS POWER EQUITY ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$9.00B RAUM · 95 reps · 212-615-3456
40
BENEFIT STREET PARTNERS L.L.C. — added office(s): 3 -> 6 additional locations. IAPD ↗fund
$28.30B RAUM · 107 reps · 212-588-6770
40
SIXTH STREET ADVISERS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$70.98B RAUM · 275 reps · 469-621-3001
40
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC — added office(s): 13 -> 16 additional locations. IAPD ↗fund
$26.50B RAUM · 232 reps · 310-201-4100 · arescre.com
40
PALLADIUM EQUITY PARTNERS ADVISOR, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$3.42B RAUM · 29 reps · 212-218-5150 · palladiumequity.com
40
BRIDGE INVESTMENT GROUP — added office(s): 9 -> 11 additional locations. IAPD ↗fund
$47.00B RAUM · 310 reps · 801-716-1463 · somerbyseniorliving.com
40
TPG CAPITAL ADVISORS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗fund
$112.21B RAUM · 350 reps · 817-871-4000 · tpg.com
40
GLADE BROOK CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.12B RAUM · 7 reps · 203-861-3000 · gladebrookcapital.com
40
VIVO CAPITAL, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$5.81B RAUM · 43 reps · 650-688-0818
40
MAPLELANE CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.66B RAUM · 13 reps · 212-235-0800
40
YUKON PARTNERS MANAGEMENT, L.L.C. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.84B RAUM · 16 reps · 612-435-7800
40
MATRIX CAPITAL MANAGEMENT COMPANY, LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$12.09B RAUM · 17 reps · 781-522-4962
40
TISHMAN SPEYER PROPERTIES, L.P. — added office(s): 24 -> 25 additional locations. IAPD ↗fund
$16.08B RAUM · 187 reps · 212-715-0300 · tishmanspeyer.com
40
RA CAPITAL MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$11.32B RAUM · 80 reps · 617-778-2500 · racap.com
40
NUVEEN ALTERNATIVES ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$141.60B RAUM · 42 reps · 212-490-9000 · nuveen.com
40
TCV — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$20.01B RAUM · 48 reps · 650-614-8200 · podcasts.com
40
5AM VENTURES — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.45B RAUM · 19 reps · 408-876-7197 · 5amventures.com
40
LGT CAPITAL PARTNERS (USA) INC. — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$55.73B RAUM · 45 reps · 212-336-0650 · lgtcp.com
40
BERKSHIRE PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$23.27B RAUM · 96 reps · (617) 227-0050
40
H.I.G. CAPITAL, LLC — added office(s): 18 -> 19 additional locations. IAPD ↗fund
$57.35B RAUM · 558 reps · 305-379-2322 · hig.com
40
FIVE POINTS CAPITAL LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$1.22B RAUM · 15 reps · 336-733-0350 · fivepointscapital.com
40
CARMEL PARTNERS — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$6.03B RAUM · 16 reps · 415-273-2900 · carmelpartners.com
40
FLORIN PENSIONS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$0 RAUM · 4 reps · 415-230-5377 · florinpensions.com
40
NEW MOUNTAIN CAPITAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$27.29B RAUM · 126 reps · 212-720-0300 · wikipedia.org
40
WALLEYE CAPITAL LLC — added office(s): 7 -> 13 additional locations. IAPD ↗fund
$31.70B RAUM · 192 reps · 952-345-5200 · walleyecapital.com
40
TIGER INFRASTRUCTURE PARTNERS LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.09B RAUM · 23 reps · 212-201-2180
40
RP MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$17.65B RAUM · 43 reps · 212-883-0200
40
LONGITUDE CAPITAL MANAGEMENT CO., LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1.67B RAUM · 19 reps · 650-854-5700 · longitudecapital.com
40
137 VENTURES MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$3.56B RAUM · 10 reps · 415-513-5222
40
GENERAL CATALYST — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$27.32B RAUM · 63 reps · 617-234-7000
40
GREYCROFT LP — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$4.56B RAUM · 21 reps · 212-756-3508 · angel.co
40
INTERMEDIATE CAPITAL GROUP, INC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$30.39B RAUM · 90 reps · 212-710-9650 · icgam.com
40
THRIVE CAPITAL — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$15.57B RAUM · 27 reps · (646) 680-0240
40
VALLEY FORGE CAPITAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.61B RAUM · 2 reps · 305-210-6000 · valleyforgecapital.com
40
HAWK RIDGE CAPITAL MANAGEMENT LP — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$4.36B RAUM · 9 reps · 310-594-7350 · hawkridgellc.com
40
STAR MOUNTAIN FUND MANAGEMENT, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗fund
$3.88B RAUM · 69 reps · 212-810-9044
40
PPC ENTERPRISES LLC — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$2.05B RAUM · 24 reps · 212-768-4554 · ppcenterprises.com
40
RIBBIT CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$12.33B RAUM · 14 reps · 650-485-3758 · ribbitcap.com
40
CORRY CAPITAL ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$2.19B RAUM · 5 reps · 412-741-2700
40
CETERA INVESTMENT MANAGEMENT LLC — added office(s): 2 -> 4 additional locations. IAPD ↗institutional
$0 RAUM · 13 reps · 310-257-7880 · cetera.com
40
ANTHOS CAPITAL — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$2.83B RAUM · 22 reps · 424-322-7082
40
A SMARTER WAY TO INVEST, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$84.8M RAUM · 4 reps · 810-588-6178 · asmarterwaytoinvest.com
40
SAGARD REAL ESTATE ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.15B RAUM · 24 reps · 303-986-2222 · sagard.com
40
BRIGHTWOOD CAPITAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.99B RAUM · 27 reps · 646-957-9539
40
MACK REAL ESTATE CREDIT STRATEGIES, L.P. — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$1.49B RAUM · 39 reps · 212-484-0050 · mackregroup.com
40
REDBIRD CAPITAL PARTNERS MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$8.26B RAUM · 52 reps · 212-235-1000 · redbirdcap.com
40
ARMISTICE CAPITAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$5.91B RAUM · 17 reps · 212-231-4930 · armisticecapital.com
40
OBERLAND CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.12B RAUM · 19 reps · 212-257-5850 · oberlandcapital.com
40
NEW STATE CAPITAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.21B RAUM · 18 reps · 212-675-1600
40
QUANTBOT TECHNOLOGIES, LP — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$2.93B RAUM · 39 reps · 212-922-9624 · quantbot.com
40
PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$15.29B RAUM · 26 reps · 212-257-5757
40
GCP INVESTMENT ADVISOR, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.60B RAUM · 72 reps · 312-966-3800 · greencourtepartners.com
40
ENGINEERS GATE MANAGER LP — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$6.48B RAUM · 60 reps · 646-757-2800
40
SUMERU EQUITY PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.51B RAUM · 41 reps · 650-522-3300 · sumeruequity.com
40
QUANTUM CAPITAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$19.72B RAUM · 68 reps · 713-452-2000 · quantumcap.com
40
UPFRONT VENTURES — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.73B RAUM · 16 reps · 310-785-5100
40
ICAPITAL ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$85.93B RAUM · 18 reps · 212-994-7400 · icapitalnetwork.com
40
ACRES — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$3.65B RAUM · 19 reps · 516-535-0015 · acresreit.com
40
THEOREM — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.02B RAUM · 29 reps · 415-489-0457 · theoremlp.com
40
HILL PATH CAPITAL LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.07B RAUM · 16 reps · 212-632-5420 · hillpathcap.com
40
TRUTINO CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$8.49B RAUM · 5 reps · 212-257-6765 · trutino.com
40
ANTARES CAPITAL ADVISERS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$37.06B RAUM · 205 reps · (312) 889-9920 · antares.com
40
HPS INVESTMENT PARTNERS, LLC — added office(s): 16 -> 19 additional locations. IAPD ↗fund
$125.78B RAUM · 283 reps · 212-287-6767
40
FORT BAKER CAPITAL MANAGEMENT LP — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1.24B RAUM · 7 reps · 415-306-5508 · fortbakercapital.com
40
POINT72 ASSET MANAGEMENT, L.P. — added office(s): 28 -> 36 additional locations. IAPD ↗fund
$172.10B RAUM · 1271 reps · 203-890-2000 · link.chtbl.com
40
KLINE HILL PARTNERS LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.99B RAUM · 27 reps · 203-987-6120 · klinehill.com
40
BLOCKCHAIN CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.36B RAUM · 13 reps · 415-677-5340 · blockchaincapital.com
40
PANTERA CAPITAL — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$4.16B RAUM · 11 reps · 650-854-7000
40
GRAIN MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$6.27B RAUM · 35 reps · 202-779-9055 · graingp.com
40
MOTIVE CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗fund
$4.85B RAUM · 33 reps · (212) 651-0200
40
WATERTON INVESTMENT ADVISER, L.L.C. — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$4.71B RAUM · 64 reps · 312-948-4500 · g.page
40
CENTIVA CAPITAL, LP — added office(s): 13 -> 18 additional locations. IAPD ↗fund
$18.99B RAUM · 148 reps · 212-554-4180 · centivacapital.com
40
DIGITAL ALPHA ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$1.81B RAUM · 9 reps · (408) 660-7014 · digitalalpha.net
40
STWD INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 7 additional locations. IAPD ↗fund
$4.95B RAUM · 105 reps · 305.695.5500
40
ANZU PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$1.04B RAUM · 10 reps · 202 742 5870
40
BLACKSTONE ISG-I ADVISORS L.L.C. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$132.74B RAUM · 30 reps · 212-583-5000 · soundcloud.com
40
BLACKSTONE ISG-II ADVISORS L.L.C. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$14.29B RAUM · 30 reps · 212-583-5000 · soundcloud.com
40
BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$48.61B RAUM · 43 reps · 212-583-5000
40
BLOCKTOWER CAPITAL ADVISORS LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.69B RAUM · 17 reps · (203) 989-3661
40
FEDERATED INTERNATIONAL SECURITIES CORP. — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 4 reps · (412) 288-1900
40
CERES PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.60B RAUM · 14 reps · (855) 242-3737 · cerespartners.com
40
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗fund
$39.06B RAUM · 116 reps · 561-544-7475 · digitalbridge.com
40
PATHLIGHT CAPITAL — added office(s): 13 -> 24 additional locations. IAPD ↗fund
$2.79B RAUM · 20 reps · 617-830-7055 · pathlightcapital.com
40
BAIN CAPITAL REAL ESTATE, LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$9.37B RAUM · 52 reps · 617-516-2500
40
RRG CAPITAL MANAGEMENT LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$2.46B RAUM · 32 reps · 323-936-9303 · renewablegroup.com
40
SOUND POINT CLO C-MOA, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$4.49B RAUM · 15 reps · 212-895-2280
40
HUMAN CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.14B RAUM · 17 reps · 415-295-2379
40
COMPASS ROSE ASSET MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$12.35B RAUM · 18 reps · 212-888-1433 · compassroseam.com
40
ACCESS HOLDINGS MANAGEMENT COMPANY LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$2.90B RAUM · 28 reps · 443-836-6931 · accessholdings.com
40
MIDDLEGROUND CAPITAL — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$3.76B RAUM · 38 reps · 859-721-1466
40
POLARIS GROWTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$4.46B RAUM · 31 reps · 781-290-0770
40
SWEETWATER PRIVATE EQUITY — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.14B RAUM · 11 reps · 760-652-6353
40
ARA PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$6.17B RAUM · 32 reps · (713) 337-9150 · arapartners.com
40
LONG PATH PARTNERS, LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.02B RAUM · 11 reps · 203-883-1967
40
CORTLAND INVESTMENT MANAGEMENT, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗fund
$5.58B RAUM · 123 reps · 404-965-3988 · cortland.com
40
NASSAU PRIVATE CREDIT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.18B RAUM · 5 reps · (203) 902-5522 · npc.nfg.com
40
GUGGENHEIM CORPORATE FUNDING, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗fund
$8.00B RAUM · 12 reps · 212-739-0700 · guggenheiminvestments.com
40
WOODLINE PARTNERS LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$15.02B RAUM · 41 reps · 415-801-4550 · woodlinepartners.com
40
WESTCAP MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$6.35B RAUM · 20 reps · 6466454356
40
PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$34.84B RAUM · 40 reps · 212-257-5757 · pretium.com
40
AVIDITY PARTNERS MANAGEMENT LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$5.27B RAUM · 16 reps · 214-550-1822
40
GLP CAPITAL PARTNERS, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$9.38B RAUM · 30 reps · (310) 393-6788 · gcp.com
40
BSP CLO MANAGEMENT LLC — added office(s): 3 -> 6 additional locations. IAPD ↗fund
$4.22B RAUM · 107 reps · 212-588-6770 · benefitsreetpartners.com
40
BLUEPRINT FUND MANAGEMENT — added office(s): 1 -> 5 additional locations. IAPD ↗institutional
$218.8M RAUM · 2 reps · 336-609-7522 · blueprintmutualfunds.com
40
NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$1.86B RAUM · 21 reps · 212-720-0300 · newmountainfinance.com
40
ARCTOS PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$9.83B RAUM · 45 reps · 972-918-3800
40
AQUATIC CAPITAL MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$5.54B RAUM · 66 reps · 312-858-6200 · aquatic.com
40
C-BRIDGE CAPITAL LLC — added office(s): 4 -> 6 additional locations. IAPD ↗fund
$4.53B RAUM · 4 reps · +646 998 3080 · cbridgecap.com
40
GHISALLO CAPITAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.79B RAUM · 19 reps · 617-502-5735 · ghisallo.com
40
STABLE ASSET MANAGEMENT LP — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$3.25B RAUM · 5 reps · +1 212 808 2062
40
EDISON PARTNERS MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.68B RAUM · 17 reps · (609) 896-1900 · edisonpartners.com
40
NORTH REEF CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.84B RAUM · 4 reps · 949-482-2121
40
MOUNT LOGAN MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.09B RAUM · 9 reps · 212-891-2880
40
TCG CROSSOVER MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.20B RAUM · 6 reps · 650-924-9424 · tcgcrossover.com
40
PATIENT SQUARE CAPITAL, LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$7.88B RAUM · 28 reps · (650) 677-8100 · patientsquarecapital.com
40
DEEP TRACK CAPITAL, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.12B RAUM · 13 reps · 203-409-0810 · deeptrackcapital.com
40
TPG SOLUTIONS ADVISORS — added office(s): 7 -> 9 additional locations. IAPD ↗fund
$4.54B RAUM · 48 reps · 817-871-4000 · tpg.com
40
10T HOLDINGS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.18B RAUM · 12 reps · 203-441-7300 · 10tfund.com
40
RETIREFUL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$244.5M RAUM · 2 reps · 866-464-6608 · mohrfunds.com
40
LIBERTY STRATEGIC CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.81B RAUM · 13 reps · 202-984-7070 · libertycapitallp.com
40
EISLER CAPITAL (US) LLC — added office(s): 1 -> 4 additional locations. IAPD ↗fund
$26.97B RAUM · 53 reps · +1 332 455 0400 · eislercapital.com
40
GENERATE ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.23B RAUM · 11 reps · 212-782-3480
40
SANDBROOK CAPITAL MANAGEMENT LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.15B RAUM · 17 reps · 475-268-1450 · sandbrook.com
40
GREENLAND CAPITAL MANAGEMENT LP — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1.19B RAUM · 23 reps · 212-390-9577
40
REALTERM — added office(s): 12 -> 14 additional locations. IAPD ↗fund
$9.21B RAUM · 87 reps · 410-280-1100 · realterm.com
40
CRESCENT CAP NT ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$148.7M RAUM · 0 reps · 310-235-5900 · crescentprivatecredit.com
40
CORIENT IA LLC — added office(s): 6 -> 10 additional locations. IAPD ↗fund
$4.60B RAUM · 45 reps · (786) 530-4306
40
CAPINSIGHTS PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$0 RAUM · 3 reps · 326-740-4710 · capinsights.partners
40
ELITE PORTFOLIOS — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 1 reps · 402-670-7704 · elitetamp.com
40
ASPIRE STRATEGIST PORTFOLIOS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$29.8M RAUM · 3 reps · 212 292 3177
40
ANTHELION CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.27B RAUM · 7 reps · 212 339 1900
40
KODAI CAPITAL MANAGEMENT LP — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$6.10B RAUM · 25 reps · 312-264-0620 · kodaicapital.com
40
PRESTON CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.04B RAUM · 9 reps · 949-272-2000 · prestoncap.com
40
ANTARES CAPITAL CREDIT ADVISERS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$0 RAUM · 205 reps · 312-889-9920 · antares.com
40
SANJAC ALPHA LP — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 2 reps · 713-366-7059
40
DEVENIR INVESTMENT ADVISORS, LLC — moved its main office from MINNEAPOLIS, MN to BLOOMINGTON, MN. IAPD ↗institutional
$10.92B RAUM · 5 reps · 952-446-7400 · devenir.com
40
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC — moved its main office from KING OF PRUSSIA, PA to CONSHOHOCKEN, PA. IAPD ↗institutional
$1.42B RAUM · 13 reps · 610-265-2800 · morganproperties.com
40
IMPACTASSETS CAPITAL PARTNERS PBLLC — moved its main office from SEATTLE, WA to BETHESDA, MD. IAPD ↗institutional
$1.58B RAUM · 11 reps · 855-920-2303 · impactassetscapital.com
38
GLOBAL ENVIRONMENT FUND — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$325.0M RAUM · 2 reps · 571-331-0374 · globalenvironmentfund.com
38
BROADOAK ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$371.0M RAUM · 8 reps · 301-358-2692 · broadoak.com
38
SAGE ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$538.1M RAUM · 14 reps · 212-850-4260
38
QUANTUM CAPITAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$539.7M RAUM · 68 reps · 713-452-2000 · quantumcap.com
38
ZWEIG-DIMENNA ASSOCIATES LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$990.6M RAUM · 14 reps · 212-451-1100 · zweig-dimenna.com
38
ROSE PARK ADVISORS, LLC — added office(s): 2 -> 5 additional locations. IAPD ↗fund
$630.1M RAUM · 6 reps · 617-849-9239
38
KETTLE HILL CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 9 additional locations. IAPD ↗fund
$748.9M RAUM · 7 reps · 212-488-1728 · kettlehill.com
38
ACORN GROWTH COMPANIES, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$574.1M RAUM · 12 reps · 405-737-2676 · acorngrowthcompanies.com
38
PSC CAPITAL PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$301.0M RAUM · 8 reps · 612-303-6000 · pipersandler.com
38
THACKERAY PARTNERS — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$413.2M RAUM · 19 reps · 214-360-7830 · thackeraypartners.com
38
ENHANCED CAPITAL PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$969.1M RAUM · 14 reps · 504-569-7900
38
NISHKAMA CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$845.7M RAUM · 7 reps · 6466193629
38
GREY ROCK ENERGY MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$397.7M RAUM · 4 reps · 214-396-2850 · grey-rock.com
38
STERLING BAY CAPITAL ADVISERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$586.3M RAUM · 38 reps · 312-466-4100
38
COMMUNITY INVESTMENT MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$892.3M RAUM · 19 reps · 415-857-3233 · cim-llc.com
38
GREENLAKE ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$843.4M RAUM · 8 reps · 626-529-1080 · greenlakefund.com
38
MUDDY WATERS CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$439.7M RAUM · 7 reps · (415) 488-3167
38
ARGAND PARTNERS, LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$929.0M RAUM · 12 reps · 212-588-6470 · argandequity.com
38
LWO LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$278.6M RAUM · 20 reps · 469-351-3470
38
PROPEL VENTURE PARTNERS MANAGEMENT CO. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$749.0M RAUM · 4 reps · 415-754-9344 · propel.vc
38
FALL LINE CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$484.3M RAUM · 9 reps · 650-235-4032 · fall-line-capital.com
38
GREAT ELM CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$288.4M RAUM · 8 reps · 561-214-7901 · greatelmgroup.com
38
AIGH CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$318.9M RAUM · 3 reps · 410-415-6464
38
FINTECH COLLECTIVE MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$861.1M RAUM · 14 reps · 862-370-9344
38
HAZOOR PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$259.7M RAUM · 4 reps · 458-203-0665 · hazoorpartners.com
38
OCTAGON FINANCE LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$259.9M RAUM · 5 reps · 434-977-7770 · octagonfinance.com
38
PARK CITIES ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$398.2M RAUM · 7 reps · 469-249-1000
38
CITYMARK CAPITAL MANAGEMENT COMPANY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$463.2M RAUM · 10 reps · (216) 453-8080 · citymarkcapital.com
38
WINDMUEHLE, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$275.8M RAUM · 1 reps · 512-649-0903
38
FIN CAPITAL — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$812.1M RAUM · 14 reps · 415-300-0702 · fin.capital
38
SOFTVEST ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$544.2M RAUM · 7 reps · 325-677-6177
38
P4G CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$397.7M RAUM · 7 reps · (415) 510-2160
38
UPPER90 — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$815.8M RAUM · 10 reps · (646) 979-0719
38
REALIZATION CAPITAL PARTNERS MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$477.5M RAUM · 5 reps · 650-444-5874 · realicap.com
38
ILLUMEN CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$277.6M RAUM · 4 reps · 510-250-1510
38
CAPRICE CAPITAL PARTNERS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$330.7M RAUM · 4 reps · 310-893-5070 · capricecapital.com
38
AIMPERA CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$802.3M RAUM · 9 reps · 415-463-3965
38
PERMANENT EQUITY MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$400.8M RAUM · 15 reps · 573-445-0678 · permanentequity.com
38
BASTION MANAGEMENT II LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$403.6M RAUM · 7 reps · -10060 · bastionmgmt.com
38
CRG FUND MANAGER, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$473.4M RAUM · 2 reps · 312-216-5624 · realcrg.com
38
GULLANE CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$260.7M RAUM · 1 reps · 901-766-1969
38
LS BDC ADVISER, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$548.9M RAUM · 35 reps · 786 598 2089
38
SECTION PARTNERS MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$588.0M RAUM · 7 reps · (650) 294-8547 · sectionpartners.com
38
COMUNIDAD REALTY PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$264.8M RAUM · 7 reps · 619-955-7665
38
B. RILEY WEALTH PRIVATE SHARES — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$297.4M RAUM · 5 reps · 901-251-1330
38
GREY ROCK MANAGEMENT PARTNERS IV, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$392.4M RAUM · 4 reps · 214-396-2850 · grey-rock.com
38
CRE VENTURE CAPITAL, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$368.0M RAUM · 5 reps · 917 583 4687 · cre.vc
38
VERSO PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$532.3M RAUM · 4 reps · 415-214-3917
38
SATOR GROVE MANAGEMENT COMPANY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$448.3M RAUM · 2 reps · 574-329-3054 · satorgrove.com
38
TRIMER CAPITAL MANAGEMENT LP — added office(s): 0 -> 3 additional locations. IAPD ↗fund
$704.3M RAUM · 6 reps · 212-572-6200 · crunchbase.com
38
WARWICK CAPITAL PARTNERS (US) LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$432.5M RAUM · 9 reps · 917-828-2630 · warwickcap.com
38
AMERGIN ASSET MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$695.9M RAUM · 5 reps · 561-760-1957
38
S2 FUND MANAGER, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$312.2M RAUM · 14 reps · 214-377-2977 · s2cp.com
38
FIRMAMENT CAP ADVISORS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗fund
$526.2M RAUM · 20 reps · 212-956-1061
38
BRACCO ASSET MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$276.2M RAUM · 5 reps · (646) 989-4040
38
ZBS PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$728.0M RAUM · 5 reps · 949-228-2545 · zbspartners.com
38
CORNERSTONE TRUST MANAGEMENT SERVICES LLC — moved its main office from BENSALEM, PA to ALTAMONTE SPRINGS, FL. IAPD ↗institutional
$999.8M RAUM · 1 reps · 215-826-2800
38
CONCORD ASSET MANAGEMENT, LLC — moved its main office from MIDLOTHIAN, VA to ABINGDON, VA. IAPD ↗institutional
$406.0M RAUM · 2 reps · (276) 628-5910
38
ELECTRA CAPITAL — moved its main office from TAMPA, FL to CONSHOHOCKEN, PA. IAPD ↗institutional
$593.1M RAUM · 6 reps · (610) 977-2000
35
OPPENHEIMERFUNDS INC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$197.0M RAUM · 0 reps · 212-323-0200
35
THE TOKARZ GROUP ADVISERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$34.0M RAUM · 2 reps · 914-701-0310 · ttga.com
35
LUMINA FUND MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$7.0M RAUM · 2 reps · 212-918-4645 · luminafund.com
35
CINTRIFUSE CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$173.2M RAUM · 4 reps · 513-246-2706 · cintrifuse.com
35
NEXTGEN GROWTH PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$234.7M RAUM · 4 reps · (312) 882-8998 · nextgengp.com
35
SAAS CAPITAL, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$174.3M RAUM · 6 reps · 303-870-9529 · saas-capital.com
35
PIPER HEARTLAND HEALTHCARE CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$232.3M RAUM · 4 reps · 612-303-6000 · pipersandler.com
35
FOREST ROAD ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$25.3M RAUM · 12 reps · 302-265-0167 · forestroadco.com
35
FUND ASSET MANAGERS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$8.5M RAUM · 4 reps · 203-629-3300
35
ASTEROZOA MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$106.0M RAUM · 3 reps · 858-692-8461 · asterozoacapital.com
35
HIVEMIND CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$220.9M RAUM · 5 reps · 917-692-9525 · hivemindcapital.co
35
UNLIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$42.5M RAUM · 2 reps · 617-233-7280 · unlimitedfunds.com
35
SUNSTONE ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$104.9M RAUM · 11 reps · 949-744-7808
35
DEMARCHE — moved its main office from MERRIAM, KS to OVERLAND PARK, KS. IAPD ↗institutional
$0 RAUM · 21 reps · [913] 384-4994 · vimeo.com
35
SAROFIM REALTY ADVISORS LLC — moved its main office from DALLAS, TX to HOUSTON, TX. IAPD ↗fund
$1.89B RAUM · 6 reps · 713-654-4484 · sraco.com
35
PENN MUTUAL ASSET MANAGEMENT, LLC — moved its main office from HORSHAM, PA to CONSHOHOCKEN, PA. IAPD ↗fund
$33.66B RAUM · 33 reps · 215-956-8114 · pennmutualam.com
35
TOWERS WATSON INVESTMENT SERVICES, INC. — moved its main office from ARLINGTON, VA to CHICAGO, IL. IAPD ↗fund
$51.37B RAUM · 201 reps · 312-288-7700
35
STANDARD VALUATIONS, INC. — moved its main office from ST PAUL, MN to WHITE BEAR LAKE, MN. IAPD ↗institutional
$0 RAUM · 3 reps · 651-690-5441 · standardvaluations.com
35
57 STARS LLC — moved its main office from WASHINGTON, DC to ARLINGTON, VA. IAPD ↗fund
$4.58B RAUM · 17 reps · 202-824-1600 · 57stars.net
35
TREMBLANT CAPITAL GROUP — moved its main office from STAMFORD, CT to WEST PALM BEACH, FL. IAPD ↗fund
$1.03B RAUM · 9 reps · 212-735-7461 · tremblantcapital.com
35
ENHANCED HEALTHCARE MANAGEMENT COMPANY — moved its main office from SALT LAKE CITY, UT to SANTA MONICA, CA. IAPD ↗fund
$1.18B RAUM · 13 reps · (929) 242-5196 · enhancedhealthcare.com
35
INVERNESS GRAHAM INVESTMENTS, INC. — moved its main office from NEWTOWN SQUARE, PA to WAYNE, PA. IAPD ↗fund
$1.31B RAUM · 16 reps · 610-722-0300 · invernessgraham.com
35
DEERPATH CAPITAL MANAGEMENT, LP — moved its main office from NEW YORK, NY to FORT LAUDERDALE, FL. IAPD ↗fund
$7.24B RAUM · 88 reps · 212-922-0724 · deerpathcapital.com
35
MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION — moved its main office from NEW YORK, NY to WASHINGTON, DC. IAPD ↗fund
$7.65B RAUM · 29 reps · 1 202-866-2300
35
VALLEY FORGE CAPITAL MANAGEMENT — moved its main office from WAYNE, PA to MIAMI, FL. IAPD ↗fund
$3.61B RAUM · 2 reps · 305-210-6000 · valleyforgecapital.com
35
GPB CAPITAL HOLDINGS, LLC — moved its main office from NEW YORK, NY to GREENWICH, CT. IAPD ↗fund
$1.15B RAUM · 4 reps · 212.235.2650
35
AGR PARTNERS LLC — moved its main office from DAVIS, CA to CHICAGO, IL. IAPD ↗fund
$1.13B RAUM · 8 reps · 530-564-0626 · agrpartners.com
35
ALDRICH CAPITAL PARTNERS LLC — moved its main office from VIENNA, VA to MCLEAN, VA. IAPD ↗fund
$1.22B RAUM · 22 reps · 703-376-3570
35
PANTERA CAPITAL — moved its main office from MENLO PARK, CA to SAN FRANCISCO, CA. IAPD ↗fund
$4.16B RAUM · 11 reps · 650-854-7000
35
MOONRISE CAPITAL LP — moved its main office from GREENWICH, CT to VERO BEACH, FL. IAPD ↗fund
$1.06B RAUM · 2 reps · 772-492-3523
35
NASSAU GLOBAL CREDIT LLC — moved its main office from DARIEN, CT to NEW YORK, NY. IAPD ↗fund
$4.62B RAUM · 14 reps · (646) 630-8376 · ncc.nfg.com
35
ONEFUND, LLC — moved its main office from ST. PETERSBURG, FL to ST. PETERSBURG, OH. IAPD ↗institutional
$105.7M RAUM · 1 reps · 7275020808 · onefund.io
35
GHISALLO CAPITAL MANAGEMENT LLC — moved its main office from GREENWICH, CT to BOSTON, MA. IAPD ↗fund
$2.79B RAUM · 19 reps · 617-502-5735 · ghisallo.com
35
DRIVEADVISORY, LLC — moved its main office from JERSEY CITY, NJ to NEW YORK, NY. IAPD ↗institutional
$750,659 RAUM · 0 reps · 800-461-2680 · drivewealth.com
35
KELLY INTELLIGENCE — moved its main office from DENVER, CO to DENVER, CT. IAPD ↗institutional
$17.0M RAUM · 2 reps · 303-499-1959
35
ALTERRA IOS MANAGER, LLC — moved its main office from CONSHOHOCKEN, PA to BRYN MAWR, PA. IAPD ↗fund
$2.13B RAUM · 15 reps · 215-240-1231 · ios.alterraproperty.com
35
CHOREO PARTNER ALLIANCE, LLC — moved its main office from MINNEAPOLIS, MN to ROCKFORD, IL. IAPD ↗institutional
$0 RAUM · 0 reps · 312-702-1680 · choreoadvisors.com
35
TC43 LLC — moved its main office from PELHAM, NY to ROCKVILLE CENTRE, NY. IAPD ↗institutional
$0 RAUM · 1 reps · 917-363-7217
33
CAS INVESTMENT PARTNERS, LLC — moved its main office from NEW YORK, NY to WESTPORT, CT. IAPD ↗fund
$951.1M RAUM · 2 reps · (212) 804-7660 · cliffordsosin.com
33
SQN INVESTORS LP — moved its main office from REDWOOD CITY, CA to MENLO PARK, CA. IAPD ↗fund
$279.1M RAUM · 4 reps · 650-489-9100 · sqninvestors.com
33
PARAFI CAPITAL LP — moved its main office from GREENWICH, CT to NEW YORK, NY. IAPD ↗fund
$945.0M RAUM · 8 reps · (203) 326-1321
33
BRICKELL KEY ASSET MANAGEMENT LLC — moved its main office from MIAMI, FL to CHARLESTON, SC. IAPD ↗fund
$268.3M RAUM · 8 reps · 866-443-1080
33
GIP INVESTMENT ADVISER LLC — moved its main office from BOSTON, MA to WEST PALM BEACH, FL. IAPD ↗fund
$329.4M RAUM · 5 reps · 650-387-6686 · ksvglobal.com
33
CGI INVESTMENT MANAGEMENT LLC — moved its main office from MIAMI, FL to CORAL GABLES, FL. IAPD ↗fund
$950.6M RAUM · 8 reps · 786-581-4800
33
SCALEBUILDER, LLC — moved its main office from NEW YORK, NY to SUMMIT, NJ. IAPD ↗fund
$252.0M RAUM · 2 reps · 646-827-4700 · scalebuilder.net
33
CORNER CAPITAL MANAGEMENT, LLC — moved its main office from PALO ALTO, CA to NEW YORK, NY. IAPD ↗fund
$749.8M RAUM · 4 reps · 732-740-4669 · cornerventures.com
33
CRE VENTURE CAPITAL, INC. — moved its main office from MAHWAH, NJ to FRANKLIN LAKES, NJ. IAPD ↗fund
$368.0M RAUM · 5 reps · 917 583 4687 · cre.vc
33
TRIMER CAPITAL MANAGEMENT LP — moved its main office from SAN FRANCISCO, CA to NEW YORK, NY. IAPD ↗fund
$704.3M RAUM · 6 reps · 212-572-6200 · crunchbase.com
33
BORDERLESS MANAGEMENT LLC — moved its main office from WINDERMERE, FL to CLERMONT, FL. IAPD ↗fund
$339.6M RAUM · 8 reps · 650-412-9447 · borderlesscapital.io
33
NEUBERGER BERMAN LOAN ADVISERS IV LLC — moved its main office from NEW YORK, NY to CHICAGO, IL. IAPD ↗fund
$865.2M RAUM · 3 reps · 312-325-7700 · nb.com
30
DEMARCHE — moved its main office from MERRIAM, KS to OVERLAND PARK, KS. IAPD ↗fund
$212.6M RAUM · 19 reps · 913-981-1345
30
YOST CAPITAL MANAGEMENT, LP — moved its main office from FORT WORTH, TX to HOUSTON, TX. IAPD ↗fund
$225.9M RAUM · 4 reps · 817.350.6333 · yostfunds.com
30
KAILAI ADVISERS LTD. — moved its main office from SHERMAN OAKS, CA to LOS ANGELES, CA. IAPD ↗fund
$110.3M RAUM · 16 reps · 310-432-0100 · claritypartners.net
30
SMP ASSET MANAGEMENT, LLC — moved its main office from LARCHMONT, NY to PURCHASE, NY. IAPD ↗fund
$200.4M RAUM · 1 reps · 914-833-0875 · smplp.com
30
NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC — moved its main office from WAYZATA, MN to MINNEAPOLIS, MN. IAPD ↗fund
$162.6M RAUM · 5 reps · 952-456-5300 · northernpacificgroup.com
30
HARBOUR POINT CAPITAL — moved its main office from GREENWICH, CT to DARIEN, CT. IAPD ↗fund
$214.5M RAUM · 4 reps · 646-681-4600 · harbourpointcapital.com
30
URSA FUND MANAGEMENT LLC — moved its main office from ORINDA, CA to DANVILLE, CA. IAPD ↗fund
$157.1M RAUM · 2 reps · 415-529-6040
30
KINGFISH CAPITAL PARTNERS LLC — moved its main office from SAN FRANCISCO, CA to SOUTHLAKE, TX. IAPD ↗fund
$240.6M RAUM · 41 reps · 650-980-0200
30
THAMES CAPITAL MANAGEMENT, LLC — moved its main office from NEW YORK, NY to ROSELAND, NJ. IAPD ↗fund
$231.4M RAUM · 3 reps · 973-200-6725 · thamescapitalmanagement.com
30
FARADAY CAPITAL, L.P. — moved its main office from FORT WORTH, TX to ROCKLIN, CA. IAPD ↗fund
$64.6M RAUM · 3 reps · (916) 251 7146 · faradaycap.com
30
NORTHERN PACIFIC GROUP, L.P. — moved its main office from WAYZATA, MN to MINNEAPOLIS, MN. IAPD ↗fund
$162.6M RAUM · 5 reps · 952-456-5300 · northernpacificgroup.com
30
SEA OTTER ADVISORS LLC — moved its main office from NEW YORK, NY to MIAMI, FL. IAPD ↗fund
$124.7M RAUM · 4 reps · 646-849-3810
25
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$46.18B RAUM · 48 reps · 604-685-2020
25
MACKENZIE INVESTMENTS — added office(s): 6 -> 7 additional locations. IAPD ↗foreign
$158.22B RAUM · 107 reps · 416-967-2323
25
EVELYN PARTNERS ASSET MANAGEMENT LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$1.14B RAUM · 154 reps · 442071314000 · usa.evelyn.com
25
STEADVIEW CAPITAL MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$2.85B RAUM · 9 reps · +44 203 827 9824 · steadview.com
25
SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY — added office(s): 0 -> 6 additional locations. IAPD ↗foreign
$2.46B RAUM · 68 reps · -23155876 · fosuncapital.com
25
BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. — added office(s): 25 -> 29 additional locations. IAPD ↗foreign
$64.58B RAUM · 1175 reps · 416-363-9491 · brookfield.com
25
EATON VANCE ADVISERS INTERNATIONAL LTD. — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$25.78B RAUM · 63 reps · 44 (0) 203 207 1900 · eatonvance.co.uk
25
KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$3.09B RAUM · 10 reps · 65-69225800 · kjrm.co.jp
23
RESOLUTE GLOBAL PARTNERS, LTD. — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$317.8M RAUM · 5 reps · 441 294 8300
23
SILVER HEIGHTS CAPITAL MANAGEMENT INC. — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$615.2M RAUM · 2 reps · 416-342-5624
23
ABRDN PRIVATE EQUITY (EUROPE) LIMITED — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$606.8M RAUM · 23 reps · 011 44 131 245 0055
20
HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED — added office(s): 5 -> 6 additional locations. IAPD ↗foreign
$0 RAUM · 42 reps · 613-9119-5606
20
HEITMAN INTERNATIONAL LLC — added office(s): 6 -> 7 additional locations. IAPD ↗foreign
$0 RAUM · 57 reps · +44.20.7318.1030
20
RAISON ASSET MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$55.6M RAUM · 5 reps · +372 602 6855 · wealth.raison.app
20
SKYBOUND WEALTH MANAGEMENT USA, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗foreign
$36.0M RAUM · 5 reps · 0044 (0)207 183 3505
20
IA PRIVATE WEALTH (USA) INC. — added office(s): 18 -> 43 additional locations. IAPD ↗foreign
$77.7M RAUM · 96 reps · 1-855-999-2081 · iaprivatewealthusa.com
15
ALVEO WEALTH MANAGEMENT, LLC — moved its main office from MIAMI, FL to MEXICO CITY, . IAPD ↗foreign
$6.9M RAUM · 3 reps · 561 371 0135
15
NEO-CRITERION CAPITAL LIMITED — moved its main office from SINGAPORE, to HONG KONG, . IAPD ↗foreign
$35.9M RAUM · 7 reps · +65 96632931 · neo-criterion.com
15
BRIGHTSTONE CAPITAL MANAGEMENT, LLC — moved its main office from ST. CLAIR, PORT-OF-SPAIN, to ST. CLAIR, PORT OF SPAIN, . IAPD ↗foreign
$12.6M RAUM · 1 reps · 1 (740) 409-8235
15
SANOSTRO AG — moved its main office from ZURICH, to ZUG, . IAPD ↗foreign
$0 RAUM · 1 reps · 41445158710
15
SKYBOUND WEALTH MANAGEMENT USA, LLC — moved its main office from MIAMI, FL to LONDON, . IAPD ↗foreign
$36.0M RAUM · 5 reps · 0044 (0)207 183 3505
15
EQUITY STORY USA — moved its main office from SYDNEY, to MANLY, NSW, . IAPD ↗foreign
$0 RAUM · 3 reps · +61 488 424 441

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.