← Tributary

Office IT & facilities — May 2024

Managed IT, telecom, and facilities for new offices.

100 firms opened this window in the May 2024 SEC roster: 79 new office, 21 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
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS — added office(s): 4 -> 7 additional locations. IAPD ↗
$15.32B RAUM · 80 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
55
SMITH SHELLNUT WILSON — added office(s): 0 -> 1 additional locations. IAPD ↗
$7.23B RAUM · 14 reps · 601-605-1776
55
CLARFELD — added office(s): 30 -> 31 additional locations. IAPD ↗
$9.52B RAUM · 160 reps · 914-846-0100
55
MASLOW WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.76B RAUM · 10 reps · 512-610-6930
55
EMBREE FINANCIAL GROUP — added office(s): 0 -> 4 additional locations. IAPD ↗
$2.04B RAUM · 13 reps · 312-527-5565
55
SATHER FINANCIAL GROUP, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.73B RAUM · 7 reps · 361-570-1800 · satherfinancial.com
55
GRIMES & COMPANY, INC. — added office(s): 16 -> 17 additional locations. IAPD ↗
$4.85B RAUM · 27 reps · 508-366-3883
55
COOPER MCMANUS — added office(s): 22 -> 24 additional locations. IAPD ↗
$1.58B RAUM · 38 reps · 800-516-5333 · morgansterlingpwm.com
55
WAVERLY ADVISORS, LLC — added office(s): 17 -> 18 additional locations. IAPD ↗
$11.38B RAUM · 92 reps · 205-871-3334 · waverly-advisors.com
55
THE RETIREMENT PLANNING GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.80B RAUM · 19 reps · 913-498-8898
55
SRS CAPITAL ADVISORS, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.44B RAUM · 17 reps · 303-633-5900 · sealfinancial.com
55
NATIONWIDE INVESTMENT ADVISORS, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$14.33B RAUM · 348 reps · 614-435-8371
55
BENEFIT FINANCIAL SERVICES GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.15B RAUM · 26 reps · 949-955-2552 · bfsg-az.com
55
ROYAL FUND MANAGEMENT, LLC — added office(s): 82 -> 83 additional locations. IAPD ↗
$1.36B RAUM · 83 reps · 352-750-1637 · 401kmaneuver.com
55
PATHSTONE — added office(s): 15 -> 18 additional locations. IAPD ↗
$48.26B RAUM · 287 reps · 201-944-7284
55
CAPITAL INVESTMENT ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$5.26B RAUM · 46 reps · 404-531-0018
55
THE COLONY GROUP, LLC — added office(s): 25 -> 29 additional locations. IAPD ↗
$21.47B RAUM · 285 reps · 617-723-8200 · debrabrede.com
55
APELLA WEALTH — added office(s): 14 -> 15 additional locations. IAPD ↗
$3.35B RAUM · 40 reps · 860.785.2260
55
KOVITZ INVESTMENT GROUP PARTNERS, LLC — added office(s): 13 -> 15 additional locations. IAPD ↗
$11.29B RAUM · 74 reps · 312-334-7300
55
THE FIDUCIARY ALLIANCE — added office(s): 13 -> 14 additional locations. IAPD ↗
$1.23B RAUM · 28 reps · 864-385-7999
55
EVERSOURCE WEALTH ADVISORS, LLC — added office(s): 19 -> 21 additional locations. IAPD ↗
$2.69B RAUM · 40 reps · 205-982-5515 · generouswealthaz.com
55
F/M INVESTMENTS LLC — added office(s): 5 -> 8 additional locations. IAPD ↗
$12.85B RAUM · 35 reps · 202-839-4910 · fm-invest.com
55
DAYMARK WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$2.50B RAUM · 16 reps · 513-838-2520
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 29 -> 37 additional locations. IAPD ↗
$6.26B RAUM · 114 reps · (813) 575-2652 · concurrentny.com
53
CAMARDA WEALTH ADVISORY GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
$331.1M RAUM · 8 reps · 904-278-1177
53
DEW WEALTH MANAGEMENT — added office(s): 10 -> 11 additional locations. IAPD ↗
$293.9M RAUM · 21 reps · 480-614-9119
53
BLUESKY WEALTH ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$730.2M RAUM · 9 reps · 252-633-0107 · blueskywa.com
53
BROGAN FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$444.2M RAUM · 5 reps · (865) 862-6800
53
NEPSIS, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$350.8M RAUM · 15 reps · 952-746-2003 · investingforsuccessforyou.com
53
SECURE ASSET MANAGEMENT, L.L.C. — added office(s): 13 -> 14 additional locations. IAPD ↗
$599.6M RAUM · 43 reps · 248-414-1562 · re-transition.com
53
PASI INVESTMENTS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$503.3M RAUM · 4 reps · 860-284-6880
53
RIA ADVISORY GROUP, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$398.9M RAUM · 21 reps · 515 965-8588 · dakotaadvisoryteam.com
53
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" — added office(s): 0 -> 1 additional locations. IAPD ↗
$274.1M RAUM · 5 reps · 888-500-9267 · pro-visionwealth.com
53
SILVERLAKE WEALTH MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$485.7M RAUM · 7 reps · (802) 857-5083
53
GREYTOWN ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$846.7M RAUM · 5 reps · 305-901-1600 · greytownadvisors.com
53
360 FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$475.4M RAUM · 8 reps · 952-542-8900
53
COOK WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$475.0M RAUM · 10 reps · (919) 784-9100 · cookwealth.com
53
FIDUCIARY FINANCIAL ADVISORS — added office(s): 7 -> 8 additional locations. IAPD ↗
$555.4M RAUM · 22 reps · 6166223062
53
BENTOAK CAPITAL — added office(s): 2 -> 3 additional locations. IAPD ↗
$473.0M RAUM · 12 reps · 817-550-6750
53
GRANITE BAY WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$357.3M RAUM · 6 reps · 603-610-8881 · granitebaywm.com
53
RIVERSEDGE ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$594.4M RAUM · 13 reps · 302-573-6864
53
MADISON PARTNERS — added office(s): 3 -> 4 additional locations. IAPD ↗
$559.0M RAUM · 9 reps · 608-210-1021
53
FOCUSED ALPHA, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$306.8M RAUM · 3 reps · 303-529-5100
53
PARK EDGE ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$460.2M RAUM · 5 reps · (216) 727-0144 · parkedgeadvisors.com
53
UNITED ADVISOR GROUP — added office(s): 17 -> 18 additional locations. IAPD ↗
$578.8M RAUM · 28 reps · 888.242.4912 · uagria.com
53
VICTORY FINANCIAL — added office(s): 4 -> 5 additional locations. IAPD ↗
$288.8M RAUM · 12 reps · (512) 763-7671 · victoryfinancialgroup.com
53
TAR RIVER WEALTH PLANNING, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$328.6M RAUM · 5 reps · 919-496-1511 · tarriverwealthplanning.com
50
ST. BERNARD FINANCIAL SERVICES, INC. — added office(s): 23 -> 30 additional locations. IAPD ↗
$128.7M RAUM · 30 reps · 479-967-1200 · turnerfinancial.net
50
TACONIC ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$179.3M RAUM · 4 reps · 845-486-5039
50
CONCEPTUAL FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$138.3M RAUM · 3 reps · 920-731-9500 · ontrackadvisor.com
50
ROCKET DOLLAR ADVISOR, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 0 reps · 855-762-5383 · rocketdollar.com
50
TACTIVEST, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$122.3M RAUM · 2 reps · 415-752-7311
50
PARROTT WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$184.5M RAUM · 2 reps · 719-440-2662 · parrottwealth.com
50
SPRING CAPITAL MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$157.0M RAUM · 2 reps · 806-322-5000 · springcapitalmanagement.com
50
PROTA FINANCIAL — added office(s): 15 -> 18 additional locations. IAPD ↗
$182.0M RAUM · 12 reps · 713-568-8171
50
SIEBERT ADVISORNXT, LLC. — added office(s): 6 -> 8 additional locations. IAPD ↗
$212.6M RAUM · 24 reps · 800-872-0444 · siebertnxt.com
50
GO WEALTH MANAGEMENT — added office(s): 3 -> 5 additional locations. IAPD ↗
$121.8M RAUM · 7 reps · 541-338-7631 · gowealthgroup.com
50
PGI WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$211.1M RAUM · 7 reps · (888) 493-9022
50
PROXY WEALTH ADVISORS LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$132.8M RAUM · 11 reps · 646-289-5075 · proxywealth.com
50
FOURTH DIMENSION WEALTH, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$218.6M RAUM · 7 reps · 440-664-4045 · 4d-wealth.com
50
DISCIPLINE WEALTH SOLUTIONS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$93.0M RAUM · 3 reps · 864-322-6046 · disciplinewealth.com
50
MORALIS TECHNOLOGIES, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$17.2M RAUM · 7 reps · 833-730-3700 · aquinaswealth.com
50
ONEASCENT FAMILY OFFICES — added office(s): 0 -> 2 additional locations. IAPD ↗
$93.8M RAUM · 2 reps · (205) 313-9142
50
FAMILY WEALTH PLANNING PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
$217.8M RAUM · 4 reps · 502-200-5210
50
BROADSTREET GLOBAL ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$102.7M RAUM · 4 reps · 914-427-8036 · broadstreetglobaladvisors.com
50
NECTARINE — added office(s): 1 -> 18 additional locations. IAPD ↗
$0 RAUM · 18 reps · (858) 779-0115 · hellonectarine.com
50
STONEPATH WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$178.0M RAUM · 7 reps · (231) 668-6999 · stonepathwm.com
50
IMPACT CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 2 reps · 303-886-6186 · impactcapitalpartners.com
50
SALUS FINANCIAL ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
$0 RAUM · 3 reps · 866-999-1655 · salusfinancialadvisors.com
50
FENIMORE ASSET MANAGEMENT, INC. — moved its main office from COBLESKILL, NY to ALBANY, NY. IAPD ↗
$4.19B RAUM · 23 reps · 518-234-4393
50
ANFIELD CAPITAL MANAGEMENT, LLC — moved its main office from NEWPORT BEACH, CA to IRVINE, CA. IAPD ↗
$1.44B RAUM · 7 reps · 949-891-0600
50
SHUSTER ADVISORY GROUP, LLC — moved its main office from PASADENA, CA to HONOLULU, HI. IAPD ↗
$6.28B RAUM · 7 reps · (626) 578-0816 · sfgrpc.com
48
RUGGAARD & ASSOCIATES — moved its main office from TWINSBURG, OH to HUDSON, OH. IAPD ↗
$312.2M RAUM · 6 reps · (330) 487-5888 · ruggaard.net
48
ATTICUS WEALTH MANAGEMENT — moved its main office from NORTH PALM BEACH, FL to PALM BEACH GARDENS, FL. IAPD ↗
$370.1M RAUM · 7 reps · 404-907-1899 · atticuswm.com
48
PROSPERITY PLANNING — moved its main office from RIVERSIDE, MO to NORTH KANSAS CITY, MO. IAPD ↗
$416.7M RAUM · 8 reps · 816-587-7526 · prosperityplanninginc.com
45
FOREST ASSET MANAGEMENT LLC — moved its main office from BERWYN, IL to RIVERSIDE, IL. IAPD ↗
$184.6M RAUM · 3 reps · 708-447-7086 · forestasset.com
45
CERITY PARTNERS OCIO LLC — moved its main office from LOUISVILLE, KY to NEW YORK, NY. IAPD ↗
$0 RAUM · 0 reps · 212-850-4260 · ceritypartners.com
45
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC — moved its main office from WOODBURY, NY to TAMPA, FL. IAPD ↗
$116.6M RAUM · 4 reps · 475-241-6966
45
SHOREPATH CAPITAL MANAGEMENT LLC — moved its main office from EVANSTON, IL to PARK CITY, UT. IAPD ↗
$124.0M RAUM · 1 reps · 312-357-4080 · shorepathcap.com
45
SOUND FINANCIAL STRATEGIES GROUP, LLC — moved its main office from FLOWOOD, MS to MADISON, MS. IAPD ↗
$184.5M RAUM · 5 reps · 601-856-3825 · soundfsg.com
45
SIEBERT ADVISORNXT, LLC. — moved its main office from JERSEY CITY, NJ to NEW YORK, NY. IAPD ↗
$212.6M RAUM · 24 reps · 800-872-0444 · siebertnxt.com
45
GK WEALTH MANAGEMENT LLC — moved its main office from RENO, GA to RENO, NV. IAPD ↗
$150.7M RAUM · 2 reps · 775-354-6622
45
DEFINED FINANCIAL PLANNING LLC — moved its main office from ALAMEDA, CA to SAN RAFAEL, CA. IAPD ↗
$114.4M RAUM · 5 reps · (510) 200-8655
45
KIRK CAPITAL ADVISORS LLC — moved its main office from FAIRFAX, VA to VIENNA, VA. IAPD ↗
$149.7M RAUM · 2 reps · 888.340.5475
45
HERON FINANCE — moved its main office from OAKLAND, CA to SAN FRANCISCO, CA. IAPD ↗
$0 RAUM · 1 reps · 510-646-1610 · heronfinance.com
45
BLUEWATER WEALTH ADVISORS, LLC — moved its main office from VESTAVIA, AL to VESTAVIA HILLS, AL. IAPD ↗
$0 RAUM · 3 reps · 205-305-6352
45
PIPER SANDLER & CO. — added office(s): 6 -> 7 additional locations. IAPD ↗institutional
$1.58B RAUM · 24 reps · 612-303-6000 · pipersandler.com
40
BALYASNY ASSET MANAGEMENT L.P. — added office(s): 25 -> 27 additional locations. IAPD ↗fund
$248.04B RAUM · 814 reps · 312-499-2999 · corbetscap.com
40
KURV INVESTMENT MANAGEMENT LLC — added office(s): 0 -> 3 additional locations. IAPD ↗institutional
$3.8M RAUM · 1 reps · 888-393-5878 · kurvinvest.com
40
FREESTONE GROVE PARTNERS LP — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$5.99B RAUM · 53 reps · 4159074024 · fgrovep.com
38
NEWPORT INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$473.5M RAUM · 15 reps · 312-724-7031
38
RDST CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$548.1M RAUM · 3 reps · 206.332.1227 · readestreet.com
38
FIFTH PARTNERS MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$288.9M RAUM · 15 reps · 214-492-5863 · archenergypartners.com
35
DELTA CAPITAL PARTNERS MANAGEMENT LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$85.0M RAUM · 5 reps · 312-414-0859
35
CURAFIN ADVISORS — moved its main office from SCOTTSDALE, AZ to PHOENIX, AZ. IAPD ↗institutional
$0 RAUM · 2 reps · 480-284-7080 · curafinadvisors.com
33
TROOB CAPITAL MANAGEMENT LLC — moved its main office from WHITE PLAINS, NY to RYE BROOK, NY. IAPD ↗fund
$362.2M RAUM · 6 reps · 914 694 5777 · troobcapital.com
25
NICOLA WEALTH MANAGEMENT LTD. — added office(s): 5 -> 6 additional locations. IAPD ↗foreign
$9.59B RAUM · 187 reps · 604-739-6450
25
360 ONE PORTFOLIO MANAGERS LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$3.30B RAUM · 2 reps · +91 22 4876 5600
20
ABRDN INVESTMENTS LIMITED — moved its main office from ABERDEEN, to EDINBURGH, . IAPD ↗foreign
$183.69B RAUM · 354 reps · 44 1313729444
15
EQUILIBRIUM WEALTH LLC — moved its main office from NEW YORK, NY to JERUSALEM, . IAPD ↗foreign
$87.9M RAUM · 3 reps · (212) 321-0428

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.