← Tributary

Office IT & facilities — August 2024

Managed IT, telecom, and facilities for new offices.

114 firms opened this window in the August 2024 SEC roster: 84 new office, 30 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
&PARTNERS — added office(s): 29 -> 50 additional locations. IAPD ↗
$1.17B RAUM · 174 reps · 615-255-6431 · prairieheritagefinancial.com
55
CANTERBURY CONSULTING INCORPORATED — added office(s): 3 -> 4 additional locations. IAPD ↗
$6.61B RAUM · 21 reps · 949-721-9580
55
CAPITAL ADVISORS, INC. — added office(s): 10 -> 11 additional locations. IAPD ↗
$5.50B RAUM · 38 reps · (918) 599-0045 · capadvfunds.com
55
BALDWIN BROTHERS LLC — added office(s): 5 -> 11 additional locations. IAPD ↗
$2.28B RAUM · 12 reps · (508) 748-0800 · baldwinbrothersinc.com
55
UNITED ASSET STRATEGIES INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.72B RAUM · 16 reps · 516-222-0021 · unitedasset.com
55
ECLECTIC ASSOCIATES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.05B RAUM · 9 reps · 714-738-0220
55
OVERBROOK MANAGEMENT CORPORATION — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.23B RAUM · 3 reps · 212-661-8710 · overbrook.com
55
SAX WEALTH ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.74B RAUM · 15 reps · 973-859-2199
55
AVIDIAN WEALTH SOLUTIONS — added office(s): 3 -> 4 additional locations. IAPD ↗
$3.11B RAUM · 32 reps · 281-822-8800 · retirementsurvivalguide.com
55
PERIGON WEALTH MANAGEMENT, LLC — added office(s): 40 -> 41 additional locations. IAPD ↗
$6.94B RAUM · 77 reps · (877) 977-2555
55
ROYAL FUND MANAGEMENT, LLC — added office(s): 83 -> 84 additional locations. IAPD ↗
$1.36B RAUM · 83 reps · 352-750-1637 · 401kmaneuver.com
55
TIEDEMANN ADVISORS, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$25.30B RAUM · 64 reps · 212-396-5900
55
AVIOR WEALTH MANAGEMENT, LLC — added office(s): 12 -> 14 additional locations. IAPD ↗
$3.99B RAUM · 97 reps · 402-218-4064
55
HHM WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.07B RAUM · 12 reps · 423-826-1670
55
MODERA WEALTH MANAGEMENT, LLC — added office(s): 20 -> 21 additional locations. IAPD ↗
$12.53B RAUM · 100 reps · (201) 768-4600
55
EAST ROCK CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$3.64B RAUM · 14 reps · 212-630-5000 · eastrockcap.com
55
MCADAM LLC — added office(s): 68 -> 69 additional locations. IAPD ↗
$1.74B RAUM · 156 reps · (888) 614-5323 · cooneymcadamfa.com
55
KOVITZ INVESTMENT GROUP PARTNERS, LLC — added office(s): 25 -> 29 additional locations. IAPD ↗
$11.29B RAUM · 122 reps · 312-334-7300 · kovitz.com
55
WINTHROP WEALTH — added office(s): 14 -> 17 additional locations. IAPD ↗
$2.21B RAUM · 22 reps · 617-530-1010
55
VALLEY WEALTH STRATEGIES, LLC — added office(s): 21 -> 22 additional locations. IAPD ↗
$1.02B RAUM · 25 reps · (209) 366-1264 · valleywealthstrategies.com
55
IEQ CAPITAL, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$23.58B RAUM · 100 reps · 650-581-9807 · ieqcapital.com
55
GREAT WATERS FINANCIAL — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.02B RAUM · 26 reps · 612-360-2127
55
CW ADVISORS, LLC — added office(s): 12 -> 14 additional locations. IAPD ↗
$6.92B RAUM · 38 reps · (617) 428-7600 · congresswealth.com
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 37 -> 38 additional locations. IAPD ↗
$6.26B RAUM · 123 reps · (813) 575-2652 · adalanpw.com
55
MIDLAND WEALTH MANAGEMENT — added office(s): 6 -> 7 additional locations. IAPD ↗
$2.53B RAUM · 16 reps · 312-660-6516
53
FINANCIAL CONSULATE — added office(s): 2 -> 3 additional locations. IAPD ↗
$782.3M RAUM · 12 reps · 410-823-7283 · financialphysical.net
53
BBJS FINANCIAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$259.9M RAUM · 2 reps · 206-682-4840 · bbjsadvisors.com
53
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$286.7M RAUM · 5 reps · 847-247-8959
53
THE INSTITUTE — added office(s): 6 -> 7 additional locations. IAPD ↗
$926.9M RAUM · 0 reps · 303-572-3500
53
NEPSIS, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$350.8M RAUM · 15 reps · 952-746-2003 · investingforsuccessforyou.com
53
DELTA INVESTMENT MANAGEMENT, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$628.9M RAUM · 25 reps · (415) 249-6337 · northstar65.com
53
RESEARCH FINANCIAL STRATEGIES — added office(s): 5 -> 6 additional locations. IAPD ↗
$273.0M RAUM · 6 reps · 301-294-7500 · rfsadvisors.com
53
SOLOMON API LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$280.0M RAUM · 3 reps · 321-888-2599 · arseneauadvisory.com
53
GEOMETRIC WEALTH ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$843.7M RAUM · 7 reps · (973) 525-4901 · geometricadvisors.com
53
TSFG, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$649.1M RAUM · 9 reps · 847-735-7100
53
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — added office(s): 19 -> 20 additional locations. IAPD ↗
$270.2M RAUM · 19 reps · 860.973.3214 · wjcmllc.com
53
ALMANACK INVESTMENT PARTNERS — added office(s): 6 -> 7 additional locations. IAPD ↗
$802.2M RAUM · 13 reps · 484-580-2277
53
MY LEGACY ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$374.1M RAUM · 5 reps · 541-330-0220 · myeaglewealth.com
53
TRUVESTMENTS CAPITAL LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$362.7M RAUM · 12 reps · 941-753-3814
53
CASTLE COAST WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$324.3M RAUM · 5 reps · (858) 546-1247 · castlecoastwealthllc.com
53
CONVERGENCE FINANCIAL — added office(s): 5 -> 6 additional locations. IAPD ↗
$422.4M RAUM · 13 reps · (573) 818-2264
53
LEVERTY FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$481.3M RAUM · 5 reps · 715-377-2080
53
SMART WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$302.9M RAUM · 12 reps · 402-369-7777 · retiresmartomaha.com
53
BROOKWOOD INVESTMENT GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
$689.1M RAUM · 17 reps · 480-744-9628 · ckwmg.com
53
TRANSCE3ND LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$313.2M RAUM · 28 reps · 512-268-9220 · e3wealth.com
53
LANDMARK WEALTH MANAGEMENT GROUP — added office(s): 3 -> 4 additional locations. IAPD ↗
$824.4M RAUM · 12 reps · (800) 251-9932 · landmarkwealth.com
53
THE NORDEN GROUP LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$987.2M RAUM · 12 reps · 801-331-5511 · thenordengroup.com
53
UPTICK PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$398.6M RAUM · 6 reps · (936) 800-0800 · holisticplanning.com
53
DIVERSIFY WEALTH MANAGEMENT, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$458.1M RAUM · 24 reps · 801-838-9999 · caliberwealthmanagement.com
53
RATSON ADVISORY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$405.5M RAUM · 1 reps · 917-325-7440 · ratsonadvisory.com
50
FLYING POINT FINANCIAL, INC. — added office(s): 1 -> 4 additional locations. IAPD ↗
$168.5M RAUM · 3 reps · 978-975-3000 · flyingpointfinancial.com
50
SAXONY CAPITAL MANAGEMENT, LLC — added office(s): 19 -> 21 additional locations. IAPD ↗
$239.3M RAUM · 0 reps · 314-963-9336 · saxonycapitalmanagement.com
50
STOREHOUSE FINANCIAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$174.1M RAUM · 3 reps · 877-305-3233 · storehousefinancial.com
50
CRYSTAL ROCK CAPITAL MANAGEMENT, LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$161.6M RAUM · 4 reps · 847-282-7010 · crystalrockcap.com
50
RUTHERFORD INVESTMENT MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$173.4M RAUM · 4 reps · 503-452-1210 · rutherfordinvestment.com
50
FOUNDATION WEALTH MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$167.3M RAUM · 3 reps · 610-548-7170
50
YES WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$113.4M RAUM · 3 reps · (651) 426-5854
50
APTUS FINANCIAL, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$0 RAUM · 9 reps · 501-907-1993
50
GOODSTEIN WEALTH MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$128.8M RAUM · 3 reps · 818-995-3500 · goodsteinwealthmanagement.com
50
PROVIDENT FINANCIAL PLANNING, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$132.5M RAUM · 1 reps · 888-752-6234 · providentfp.com
50
WATERROCK WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$113.2M RAUM · 5 reps · (505) 831-6342
50
ORBA WEALTH ADVISORS, LLC — added office(s): 2 -> 12 additional locations. IAPD ↗
$162.5M RAUM · 8 reps · (312) 670-6262
50
SMARTPATH ADVISORS — added office(s): 0 -> 12 additional locations. IAPD ↗
$0 RAUM · 11 reps · (678) 538-9420
50
BLACK KNIGHT WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$163.2M RAUM · 3 reps · 972-786-6527 · blackknightwm.com
50
ASSUREDPARTNERS INVESTMENT ADVISORS — added office(s): 12 -> 14 additional locations. IAPD ↗
$179.0M RAUM · 15 reps · 407-708-0050
50
WEALTHTECH PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$115.2M RAUM · 3 reps · 866-528-3660
50
EARNED WEALTH — added office(s): 8 -> 9 additional locations. IAPD ↗
$106.6M RAUM · 7 reps · (914) 417-4556
50
SAVVY LABS INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$117.0M RAUM · 11 reps · 888-401-5517 · getsavvy.io
50
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$237.5M RAUM · 4 reps · 626-689-7181 · williamsnovakwm.com
50
POSITION WEALTH — added office(s): 1 -> 3 additional locations. IAPD ↗
$166.4M RAUM · 2 reps · 281-968-2780
50
BRIDGEPORT FINANCIAL SOLUTIONS — added office(s): 1 -> 5 additional locations. IAPD ↗
$0 RAUM · 7 reps · 877-411-2737 · bridgeport.financial
50
MARIDEA WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$25.2M RAUM · 7 reps · 269-598-0939 · marideawealth.com
50
BBVA GLOBAL WEALTH ADVISORS, INC. — added office(s): 1 -> 9 additional locations. IAPD ↗
$111.1M RAUM · 14 reps · 434-242-0068 · bbvaglobalwealthadvisors.com
50
CATALYST WEALTH MANAGEMENT LLC — added office(s): 0 -> 16 additional locations. IAPD ↗
$20.6M RAUM · 17 reps · 832-657-7735 · catalystfg.com
50
RELATION WEALTH MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 5 reps · 918-295-7410 · relationwealth.com
50
WEALTHCARE CAPITAL PARTNERS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$0 RAUM · 1 reps · 804.644.4711
50
KILTER GROUP — added office(s): 2 -> 4 additional locations. IAPD ↗
$181.3M RAUM · 4 reps · 646-438-6557 · kiltergroup.com
50
BRADY MARTZ WEALTH SOLUTIONS, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
$0 RAUM · 3 reps · 701-223-1717
50
HUDSON EDGE INVESTMENT PARTNERS, INC. — moved its main office from 740272, DE to JERSEY CITY, NJ. IAPD ↗
$2.48B RAUM · 8 reps · 201-659-3700 · hudsonedgeip.com
48
SYNERGY ASSET MANAGEMENT, LLC — moved its main office from BELLEVUE, WA to VANCOUVER, WA. IAPD ↗
$823.7M RAUM · 6 reps · 206-386-5455 · advisorempowerment.com
48
SHIRA RIDGE WEALTH MANAGEMENT — moved its main office from LARKSPUR, CA to SAN RAFAEL, CA. IAPD ↗
$272.4M RAUM · 2 reps · 415-721-0275 · shiraridge.com
48
ST. JAMES INVESTMENT COMPANY, LLC — moved its main office from DALLAS, TX to SOUTHLAKE, TX. IAPD ↗
$661.9M RAUM · 2 reps · 214-484-7250 · stjic.com
48
BELLATORE FINANCIAL, INC. — moved its main office from PLEASANT HILL, CA to THE WOODLANDS, TX. IAPD ↗
$513.3M RAUM · 2 reps · 832-585-0110 · whygofeebased.com
48
PACIFIC SAGE PARTNERS, LLC — moved its main office from SHORELINE, WA to EDMONDS, WA. IAPD ↗
$767.3M RAUM · 4 reps · (206) 533-0500 · pacificsagepartners.com
45
AMERICAN WEALTH MANAGEMENT, INC. — moved its main office from ATLANTA, GA to ALPHARETTA, GA. IAPD ↗
$217.5M RAUM · 10 reps · 770-392-8740 · awminc.biz
45
JASMIJN CAPITAL MANAGEMENT, LLC — moved its main office from LEHI, UT to HIGHLAND, UT. IAPD ↗
$69.9M RAUM · 2 reps · 303-991-6409 · agiliswealth.com
45
FINLEY FINANCIAL, LLC — moved its main office from MCMINNVILLE, OR to LAS VEGAS, NV. IAPD ↗
$176.0M RAUM · 1 reps · 503-474-3535 · finleyfinancial.com
45
GLOBAL WEALTH MANAGEMENT, L.C. — moved its main office from ZÜRICH, to DEERFIELD BEACH, FL. IAPD ↗
$124.6M RAUM · 2 reps · -3631 · gwm-ch.com
45
TANDEM INVESTMENT PARTNERS, LLC — moved its main office from PRINCETON, NJ to BORDENTOWN, NJ. IAPD ↗
$158.8M RAUM · 3 reps · 609-452-2100 · tandeminvestment.com
45
MARSHALL INVESTMENT MANAGEMENT, LLC — moved its main office from LITTLETON, CO to GREENWOOD VILLAGE, CO. IAPD ↗
$221.6M RAUM · 7 reps · 303-991-6415 · investwithmarshall.com
45
PROVIDENT FINANCIAL PLANNING, LLC — moved its main office from SOUTHLAKE, TX to PLANO, TX. IAPD ↗
$132.5M RAUM · 1 reps · 888-752-6234 · providentfp.com
45
ADVISOR SHARE WEALTH MANAGEMENT — moved its main office from BELLEVUE, WA to VANCOUVER, WA. IAPD ↗
$48.0M RAUM · 22 reps · 866-232-3251 · aswealthmanagement.com
45
SNC WEALTH MANAGEMENT LLC — moved its main office from WANTAGH, NY to PLAINSBORO, NJ. IAPD ↗
$12.2M RAUM · 1 reps · 908-510-3072
45
PETERSON ROGERS PRIVATE WEALTH, LLC — moved its main office from LEHI, UT to SALT LAKE CITY, UT. IAPD ↗
$160.5M RAUM · 4 reps · 8019929783
45
ARIMATHEA — moved its main office from SOUTH COAST METRO, CA to POWELL, WY. IAPD ↗
$0 RAUM · 1 reps · 707-813-7070 · arimatheainvesting.com
45
MINDSET WEALTH MANAGEMENT, LLC — moved its main office from FISHERS, IN to INDIANAPOLIS, IN. IAPD ↗
$205.7M RAUM · 4 reps · 317-348-4655 · mindsetwealthmanagement.com
45
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC — added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$7.73B RAUM · 41 reps · 303-333-7770 · hyasgroup.com
40
TOWERS WATSON INVESTMENT SERVICES, INC. — added office(s): 12 -> 13 additional locations. IAPD ↗fund
$51.37B RAUM · 201 reps · 312-288-7700
40
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$169.4M RAUM · 1 reps · 206-745-2136 · euclidean.com
40
JEFFERIES RESEARCH SERVICES LLC — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$0 RAUM · 248 reps · 212-284-2300 · jefferies.com
40
FISHER RETIREMENT SOLUTIONS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 1 reps · 650-350-5254
40
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC — moved its main office from PORTLAND, OR to GREENWOOD VILLAGE, CO. IAPD ↗institutional
$7.73B RAUM · 41 reps · 303-333-7770 · hyasgroup.com
38
DRI CAPITAL (US), INC. — moved its main office from NEW YORK, NY to SHORT HILLS, NJ. IAPD ↗institutional
$551.7M RAUM · 3 reps · 908-577-2968
35
VISION2020 WEALTH MANAGEMENT CORP. — moved its main office from PHOENIX, AZ to SCOTTSDALE, AZ. IAPD ↗institutional
$0 RAUM · 0 reps · 800-552-3319
35
WESTPORT CAPITAL PARTNERS LLC — moved its main office from STAMFORD, CT to DARIEN, CT. IAPD ↗fund
$6.52B RAUM · 14 reps · 203-429-8600 · westportcp.com
35
ONEFUND, LLC — moved its main office from ST. PETERSBURG, OH to ST. PETERSBURG, FL. IAPD ↗institutional
$105.7M RAUM · 1 reps · 7275020808 · onefund.io
35
CLEAR SKY ADVISERS, LLC — moved its main office from HOUSTON, TX to BELLAIRE, TX. IAPD ↗fund
$1.04B RAUM · 5 reps · 713-263-3300 · clearskyim.com
35
TWIN OAK ETF COMPANY — moved its main office from NATICK, MA to WELLESLEY, MA. IAPD ↗institutional
$0 RAUM · 2 reps · 617-402-5495
33
FLEXIS CAPITAL — moved its main office from MIAMI BEACH, FL to MIAMI, FL. IAPD ↗fund
$295.9M RAUM · 3 reps · 212-378-4000 · flexiscapital.com
33
IRON PATH CAPITAL, L.P. — moved its main office from NASHVILLE, TN to CHARLOTTESVILLE, VA. IAPD ↗fund
$357.2M RAUM · 14 reps · 434-257-3288
30
WINDHAM CAPITAL MANAGEMENT, LLC — moved its main office from BOSTON, MA to CAMBRIDGE, MA. IAPD ↗fund
$192.1M RAUM · 5 reps · 617-419-3900
30
GREENFIELD PARTNERS, LLC — moved its main office from STAMFORD, CT to GREENWICH, CT. IAPD ↗fund
$132.3M RAUM · 2 reps · 203-354-5000 · greenfieldpartners.com
25
JAMES HAMBRO & PARTNERS LLP — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$8.47B RAUM · 23 reps · 44 20 3817 3500
15
LOBNEK WEALTH MANAGEMENT INC. — moved its main office from NEW YORK, NY to GENEVA, . IAPD ↗foreign
$168.8M RAUM · 3 reps · 011417189030 · lobnek-inc.com

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.