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Office IT & facilities — July 2024

Managed IT, telecom, and facilities for new offices.

91 firms opened this window in the July 2024 SEC roster: 65 new office, 26 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
GIRARD ADVISORY SERVICES, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$2.33B RAUM · 42 reps · 610-337-7640 · meetgirard.com
55
STRATEGIC ADVISERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$824.74B RAUM · 158 reps · 617-563-7000 · reddit.com
55
SEIA — added office(s): 15 -> 22 additional locations. IAPD ↗
$14.21B RAUM · 99 reps · 310-712-2323
55
GRIES FINANCIAL PARTNERS — added office(s): 1 -> 6 additional locations. IAPD ↗
$1.28B RAUM · 10 reps · 216-861-1148 · gries.com
55
WEALTHCARE CAPITAL MANAGEMENT LLC — added office(s): 17 -> 18 additional locations. IAPD ↗
$2.58B RAUM · 34 reps · 804-644-4711 · gdx360.com
55
LUTZ FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.28B RAUM · 11 reps · 402-827-2300
55
PERIGON WEALTH MANAGEMENT, LLC — added office(s): 38 -> 40 additional locations. IAPD ↗
$6.94B RAUM · 77 reps · (877) 977-2555
55
VERIS WEALTH PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$2.02B RAUM · 14 reps · (415) 814-0580
55
CERITY PARTNERS OCIO LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$14.98B RAUM · 21 reps · 212-850-4260 · ceritypartners.com
55
THE COLONY GROUP, LLC — added office(s): 29 -> 34 additional locations. IAPD ↗
$21.47B RAUM · 315 reps · 617-723-8200 · debrabrede.com
55
COMPASS ION ADVISORS, LLC — added office(s): 15 -> 17 additional locations. IAPD ↗
$1.09B RAUM · 13 reps · (610) 228-2200 · compass-ionadvisors.com
55
MCADAM LLC — added office(s): 67 -> 68 additional locations. IAPD ↗
$1.74B RAUM · 156 reps · (888) 614-5323
55
ALPHACORE CAPITAL LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$2.44B RAUM · 23 reps · 858-875-4100
55
RAYMOND JAMES INVESTMENT MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$15.58B RAUM · 2 reps · 800-521-1195 · carillontower.com
55
FIRST TRUST DIRECT INDEXING — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.42B RAUM · 6 reps · 617-752-6010 · ftdirectindexing.com
55
LIBERTY ONE INVESTMENT MANAGEMENT — added office(s): 18 -> 19 additional locations. IAPD ↗
$1.97B RAUM · 18 reps · 847-680-9255 · libertyoneim.com
55
LCP INSTITUTIONAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.81B RAUM · 5 reps · 470-326-7920 · lcpi.com
53
ASHTON THOMAS SECURITIES, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$409.1M RAUM · 20 reps · 585-424-1234 · excelsecurities.com
53
SMITHBRIDGE ASSET MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$613.0M RAUM · 4 reps · 610-361-9141
53
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$345.8M RAUM · 4 reps · 414-319-1080 · morgandempsey.com
53
BEAM WEALTH ADVISORS, INC. — added office(s): 20 -> 30 additional locations. IAPD ↗
$577.4M RAUM · 17 reps · 985-893-1440
53
COPPERWYND FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$530.6M RAUM · 5 reps · 480-348-2100
53
SECURE ASSET MANAGEMENT, L.L.C. — added office(s): 17 -> 18 additional locations. IAPD ↗
$599.6M RAUM · 47 reps · 248-414-1562 · re-transition.com
53
PASI INVESTMENTS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$503.3M RAUM · 4 reps · 860-284-6880
53
THE MARSHALL FINANCIAL GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$468.7M RAUM · 5 reps · (410) 563-1190
53
BEAUMONT ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$308.1M RAUM · 2 reps · 409-899-9569 · beaumontasset.com
53
MG&A WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$718.5M RAUM · 5 reps · 954-289-9000 · mgawealth.com
53
LIFEWORKS ADVISORS, LLC — added office(s): 22 -> 24 additional locations. IAPD ↗
$421.8M RAUM · 25 reps · (616) 200-6512
53
SIGNAL ADVISORS WEALTH, LLC — added office(s): 7 -> 11 additional locations. IAPD ↗
$465.3M RAUM · 5 reps · 1-866-774-4625
53
TERRA WEALTH — added office(s): 26 -> 28 additional locations. IAPD ↗
$250.1M RAUM · 52 reps · 855-708-3772
53
CORE WEALTH PARTNERS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$284.0M RAUM · 4 reps · (707) 568-2400 · corewealthpartners.com
53
LEGACY EDGE ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$627.0M RAUM · 11 reps · 516-447-4200
53
7TWO — added office(s): 2 -> 4 additional locations. IAPD ↗
$377.5M RAUM · 4 reps · (720) 477-7274 · 7two.co
53
ATLAS LEGACY ADVISORS LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$586.1M RAUM · 4 reps · 310-707-1275 · atlaslegacy.com
50
MERIDIAN FINANCIAL, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$230.7M RAUM · 2 reps · (508) 429-2600 · meridianfinancial.net
50
CREW CAPITAL MANAGEMENT, LTD. — added office(s): 2 -> 3 additional locations. IAPD ↗
$183.1M RAUM · 7 reps · 513-618-6460 · crewcapital.com
50
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG — added office(s): 0 -> 1 additional locations. IAPD ↗
$132.7M RAUM · 1 reps · 818-587-4455 · goldenkplans.com
50
INVERDALE CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$81.8M RAUM · 2 reps · 214.871.2900 · inverdalecapital.com
50
INVARIANT INVESTMENT MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$101.0M RAUM · 5 reps · (717) 317-9006 · invariantinvestments.com
50
NOVA WEALTH MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$152.2M RAUM · 5 reps · 239-444-1794 · novawealthmanagement.com
50
MILLENNIAL ADVISERS, LLC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$39.5M RAUM · 11 reps · 646-532-2400
50
11 FINANCIAL — added office(s): 16 -> 17 additional locations. IAPD ↗
$12.4M RAUM · 6 reps · (936) 899-5629
50
ZENITH WEALTH PARTNERS — added office(s): 5 -> 6 additional locations. IAPD ↗
$81.6M RAUM · 7 reps · 248-568-4626
50
PROSPERITY WEALTH PLANNING LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$172.9M RAUM · 1 reps · 877-878-7860 · prosperitywealthplanning.com
50
TRUE VISION FINANCIAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$200.0M RAUM · 3 reps · 612-256-2208 · truevisionadvice.com
50
AURELIUS FAMILY OFFICE, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$237.3M RAUM · 5 reps · 603-413-6060 · aurelius.net
50
APFORIA — added office(s): 0 -> 1 additional locations. IAPD ↗
$73.7M RAUM · 6 reps · 757-407-4189 · myciwm.com
50
ASEMPA WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$166.6M RAUM · 2 reps · (225) 529-9329 · asempawealth.com
50
SALUS FINANCIAL ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$166.4M RAUM · 4 reps · 866-999-1655 · salusfinancialadvisors.com
50
FUNDAMENTAL INVESTMENT SERVICES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · 1-917-495-9582
50
WELLTH ADVISORY SERVICES, LLC — added office(s): 0 -> 31 additional locations. IAPD ↗
$0 RAUM · 1 reps · 866-777-4015 · srpretire.com
50
OSAIC WEALTH, INC. — moved its main office from JERSEY CITY, NJ to SCOTTSDALE, AZ. IAPD ↗
$94.56B RAUM · 4397 reps · 800-821-5100 · worldfinancialadvisors.com
50
TRANSAMERICA RETIREMENT ADVISORS, LLC — moved its main office from ST PAUL, MN to CEDAR RAPIDS, IA. IAPD ↗
$12.68B RAUM · 126 reps · 866-368-0566 · transamerica.com
50
KORNITZER CAPITAL MANAGEMENT, INC. — moved its main office from SHAWNEE MISSION, KS to MISSION, KS. IAPD ↗
$7.21B RAUM · 23 reps · 913-677-7778 · kornitzercapitalmanagement.com
50
REDWOOD INVESTMENTS, LLC — moved its main office from NEWTON, MA to BOSTON, MA. IAPD ↗
$1.69B RAUM · 8 reps · 617-467-3000
48
WINANS INVESTMENTS — moved its main office from NOVATO, CA to LAS VEGAS, NV. IAPD ↗
$258.2M RAUM · 2 reps · 800-494-6267
48
CHELSEA MANAGEMENT COMPANY — moved its main office from LOS ANGELES, CA to WOODLAND HILLS, CA. IAPD ↗
$497.4M RAUM · 3 reps · 213-362-9200
48
FAI ADVISORS, INC. — moved its main office from NOVI, MI to FARMINGTON HILLS, MI. IAPD ↗
$250.0M RAUM · 8 reps · 248-482-3600
48
PRIVATE WEALTH SOLUTIONS, LLC — moved its main office from WOODLAND HILLS, CA to CALABASAS, CA. IAPD ↗
$359.0M RAUM · 1 reps · 818-264-0600 · privatewealthsolutions.com
48
BEACON BRIDGE WEALTH PARTNERS, LLC — moved its main office from CONSHOHOCKEN, PA to LOWER GWYNEDD, PA. IAPD ↗
$307.7M RAUM · 5 reps · 484-533-6600
48
7TWO — moved its main office from GREENWOOD VILLAGE, CO to DENVER, CO. IAPD ↗
$377.5M RAUM · 4 reps · (720) 477-7274 · 7two.co
45
EQUITY ADVISORS OF KENTUCKY INC — moved its main office from WADDY, KY to LEXINGTON, KY. IAPD ↗
$115.9M RAUM · 2 reps · 502-829-9244 · ea-ky.com
45
WH CORNERSTONE INVESTMENTS INC. — moved its main office from KINGSTON, MA to DUXBURY, MA. IAPD ↗
$160.0M RAUM · 2 reps · (888) 797-9009
45
ASPIRE ADVISORS, LLC — moved its main office from PURCHASE, NY to NORTH WHITE PLAINS, NY. IAPD ↗
$104.7M RAUM · 5 reps · 877-760-3540
45
BULL OAK CAPITAL, LLC — moved its main office from SAN DIEGO, CA to RANCHO SANTA FE, CA. IAPD ↗
$157.1M RAUM · 3 reps · (858) 999-3550
45
THE PROFESSIONAL FINANCIAL COMPANY LLC — moved its main office from PLEASANT GROVE, UT to OREM, UT. IAPD ↗
$206.2M RAUM · 3 reps · (801) 701-2345
45
BROWNLEE WEALTH MANAGEMENT — moved its main office from HOUSTON, TX to THE WOODLANDS, TX. IAPD ↗
$212.0M RAUM · 3 reps · 281-377-3170 · brownleewealthmanagement.com
45
INVSTR FINANCIAL LLC — moved its main office from SAN ANTONIO, TX to LAREDO, TX. IAPD ↗
$1.1M RAUM · 2 reps · 8334468787 · invstr.com
45
PROSPERITY WEALTH PLANNING LLC — moved its main office from LONG BEACH, CA to IRVINE, CA. IAPD ↗
$172.9M RAUM · 1 reps · 877-878-7860 · prosperitywealthplanning.com
45
HBC GROUP LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$1.13B RAUM · 1 reps · 239-529-0763
43
NORTHMARQ FUND MANAGEMENT, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗institutional
$505.2M RAUM · 10 reps · 503-952-0700 · morrisonstreetcapital.com
40
BOLTON INVESTMENT — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$61.0M RAUM · 7 reps · 410 547-0500 · boltonusa.com
40
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$169.4M RAUM · 1 reps · 206-745-2136 · euclidean.com
40
STEPSTONE GROUP REAL ESTATE LP — added office(s): 6 -> 11 additional locations. IAPD ↗fund
$14.18B RAUM · 64 reps · 858-558-9700 · vimeo.com
38
ELDRIDGE ACRE PARTNERS, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$892.5M RAUM · 10 reps · 213-394-2506 · eldridgeacre.com
38
INDUSTRIAL DEVELOPMENT FUNDING LLC — moved its main office from MIAMI, FL to MIAMI BEACH, FL. IAPD ↗institutional
$613.3M RAUM · 1 reps · 917-658-7661
35
ANGELES EQUITY PARTNERS, LLC — moved its main office from SANTA MONICA, CA to LOS ANGELES, CA. IAPD ↗fund
$1.09B RAUM · 24 reps · (310) 844-9200 · angelesequity.com
35
FINANCEHQ LLC — moved its main office from SAN FRANCISCO, CA to CORAL GABLES, FL. IAPD ↗institutional
$0 RAUM · 0 reps · 415-234-3727 · financehq.com
35
CANAL ROAD CAPITAL, LLC — moved its main office from MIAMI BEACH, FL to MIAMI, FL. IAPD ↗institutional
$100.0M RAUM · 9 reps · 305-488-6000 · canalroadgroup.com
35
FISAI US MANAGEMENT LLC — moved its main office from MALIBU, CA to LOS ANGELES, CA. IAPD ↗institutional
$227.7M RAUM · 2 reps · 310-906-9537 · fisai.com
33
SEGRA CAPITAL MANAGEMENT, LLC — moved its main office from WEST PALM BEACH, FL to PALM BEACH, FL. IAPD ↗fund
$449.9M RAUM · 2 reps · 561-890-9127
33
LIQUID CAPITAL MANAGEMENT LLC — moved its main office from SAN RAFAEL, CA to LOS ANGELES, CA. IAPD ↗fund
$255.8M RAUM · 5 reps · 707-616-4901 · liquidstock.com
25
POLAR CAPITAL — added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$29.22B RAUM · 59 reps · 011 44 20 72272700 · polarcapital.co.uk
25
POLAR ASSET MANAGEMENT PARTNERS INC. — added office(s): 2 -> 5 additional locations. IAPD ↗foreign
$33.57B RAUM · 53 reps · 416-367-4364 · polaramp.com
25
MORRISON US, LLC — added office(s): 0 -> 6 additional locations. IAPD ↗foreign
$25.69B RAUM · 14 reps · 3479526718
23
LFA — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$990.6M RAUM · 9 reps · 41919212533
23
ESCHLER ASSET MANAGEMENT LLP — added office(s): 6 -> 7 additional locations. IAPD ↗foreign
$452.6M RAUM · 31 reps · 447775824595 · eschlerasset.com
20
CANACCORD GENUITY WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$92.6M RAUM · 7 reps · 604-643-7300
20
MCA CROSS BORDER ADVISORS INC. — added office(s): 2 -> 11 additional locations. IAPD ↗foreign
$12.2M RAUM · 2 reps · 514-940-8066
20
MCA CROSS BORDER CAPITAL INC. — added office(s): 2 -> 4 additional locations. IAPD ↗foreign
$0 RAUM · 3 reps · 1-877-839-7111
20
MORRISON US, LLC — moved its main office from NEW YORK, NY to WELLINGTON, . IAPD ↗foreign
$25.69B RAUM · 14 reps · 3479526718

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.