← Tributary

Office IT & facilities — September 2024

Managed IT, telecom, and facilities for new offices.

123 firms opened this window in the September 2024 SEC roster: 98 new office, 25 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): 7 -> 8 additional locations. IAPD ↗
$22.37B RAUM · 80 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
55
F L PUTNAM INVESTMENT MANAGEMENT CO. — added office(s): 10 -> 14 additional locations. IAPD ↗
$6.17B RAUM · 60 reps · 800-344-3435
55
COLDSTREAM WEALTH MANAGEMENT — added office(s): 6 -> 7 additional locations. IAPD ↗
$9.66B RAUM · 141 reps · 425-283-1600
55
BEACON POINTE ADVISORS, LLC — added office(s): 26 -> 52 additional locations. IAPD ↗
$31.28B RAUM · 296 reps · 949-718-1600
55
PERIGON WEALTH MANAGEMENT, LLC — added office(s): 41 -> 44 additional locations. IAPD ↗
$6.94B RAUM · 77 reps · (877) 977-2555
55
PROSPERITY - AN EISNERAMPER COMPANY — added office(s): 7 -> 8 additional locations. IAPD ↗
$1.07B RAUM · 31 reps · 410-363-7211
55
MOUNT YALE INVESTMENT ADVISORS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$2.19B RAUM · 20 reps · 303-382-2880
55
PYA WALTMAN CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.03B RAUM · 9 reps · 865-693-6301
55
THE COLONY GROUP, LLC — added office(s): 34 -> 92 additional locations. IAPD ↗
$21.47B RAUM · 660 reps · 617-723-8200
55
THE PATRIOT FINANCIAL GROUP, LLC — added office(s): 27 -> 28 additional locations. IAPD ↗
$2.12B RAUM · 50 reps · 508-251-6100
55
KOVITZ INVESTMENT GROUP PARTNERS, LLC — added office(s): 29 -> 35 additional locations. IAPD ↗
$11.29B RAUM · 138 reps · 312-334-7300
55
ONEASCENT FINANCIAL SERVICES LLC — added office(s): 27 -> 29 additional locations. IAPD ↗
$1.79B RAUM · 39 reps · 205-313-9142
55
VIDENT ASSET MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$8.99B RAUM · 6 reps · 404-267-1501 · videntam.com
55
CRESSET ASSET MANAGEMENT, LLC — added office(s): 20 -> 22 additional locations. IAPD ↗
$52.51B RAUM · 133 reps · 312-429-2400 · cressetpartners.com
55
STEPHENS GROUP ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.14B RAUM · 4 reps · 501-246-7500 · sgassetmgt.com
55
ROBERTSON STEPHENS — added office(s): 23 -> 24 additional locations. IAPD ↗
$4.93B RAUM · 51 reps · 415-500-6810 · divorceplanningofaustin.com
55
SUMMIT FINANCIAL, LLC — added office(s): 40 -> 47 additional locations. IAPD ↗
$8.02B RAUM · 73 reps · 973-285-3600
55
EVOKE ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$26.69B RAUM · 27 reps · 424-372-1775 · evokewealth.com
55
CYNDEO WEALTH PARTNERS — added office(s): 3 -> 4 additional locations. IAPD ↗
$2.00B RAUM · 11 reps · (727) 472-3700 · cyndeowp.com
55
JOURNEY STRATEGIC WEALTH LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$3.07B RAUM · 12 reps · (201) 905-0070 · journeysw.com
55
ARS WEALTH ADVISORS — added office(s): 1 -> 3 additional locations. IAPD ↗
$1.27B RAUM · 13 reps · 727-322-7681 · focusfinancialpartners.com
55
MODERN WEALTH MANAGEMENT, LLC — added office(s): 9 -> 14 additional locations. IAPD ↗
$2.07B RAUM · 36 reps · 913-393-1000 · modwm.com
55
SYNTRINSIC LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.75B RAUM · 12 reps · 303-296-7100
53
THE ADVISORY GROUP OF SAN FRANCISCO, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$831.4M RAUM · 4 reps · 415-977-1200
53
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$453.1M RAUM · 3 reps · 860-430-9766
53
VOISARD ASSET MANAGEMENT GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$379.8M RAUM · 5 reps · 616-988-5778
53
FINANCIAL & TAX ARCHITECTS, LLC — added office(s): 17 -> 18 additional locations. IAPD ↗
$409.9M RAUM · 23 reps · 314-858-1122 · scoutfinancialgroup.com
53
COLTON GROOME FINANCIAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$350.8M RAUM · 9 reps · 828-252-1816 · coltongroome.com
53
WOMACK WEALTH MANAGEMENT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$329.8M RAUM · 5 reps · 888-314-5554
53
INVESTOR FAN — added office(s): 8 -> 9 additional locations. IAPD ↗
$255.4M RAUM · 10 reps · 425-372-7517 · thewaytoinvest.com
53
FORMIDABLE ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$886.8M RAUM · 12 reps · 513-655-5566 · formidableam.com
53
OMNIA FAMILY WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$759.7M RAUM · 5 reps · 305-602-9080
53
B.O.S.S. RETIREMENT ADVISORS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$764.0M RAUM · 36 reps · 801-990-5055 · getmorewithboss.com
53
BROWN EDWARDS WEALTH STRATEGIES — added office(s): 11 -> 12 additional locations. IAPD ↗
$272.2M RAUM · 7 reps · 434 948-9000 · brownedwardswealth.com
53
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — added office(s): 20 -> 21 additional locations. IAPD ↗
$270.2M RAUM · 19 reps · 860.973.3214
53
EQUITA FINANCIAL NETWORK, INC. — added office(s): 1 -> 13 additional locations. IAPD ↗
$283.1M RAUM · 13 reps · 800.604.0176
53
OASIS WEALTH PLANNING ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
$254.4M RAUM · 7 reps · (615) 933-3314 · oasiswealthplanning.com
53
TCP ASSET MANAGEMENT, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$641.8M RAUM · 19 reps · 614-761-9378 · tcpasset.com
53
WHITAKER-MYERS WEALTH MANAGERS, LTD. — added office(s): 22 -> 23 additional locations. IAPD ↗
$513.0M RAUM · 13 reps · (330) 345-5000 · whitaker-myers.com
53
INVICTA FINANCIAL GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
$251.0M RAUM · 10 reps · 928-344-8000 · invictafg.com
53
TRIVIUM POINT ADVISORY, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$716.2M RAUM · 14 reps · (203) 221-3085
53
SIGNAL ADVISORS WEALTH, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$465.3M RAUM · 5 reps · 1-866-774-4625
53
TOWER WEALTH PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$307.9M RAUM · 3 reps · (570) 524-7200
53
CEDRUS LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$651.1M RAUM · 17 reps · 720-724-2170 · cedrusfinancial.com
53
SAVVY — added office(s): 10 -> 11 additional locations. IAPD ↗
$401.3M RAUM · 10 reps · 833-745-6789
53
TWIN PEAKS WEALTH ADVISORS — added office(s): 2 -> 8 additional locations. IAPD ↗
$318.5M RAUM · 7 reps · (650) 200-0308 · twinpwa.com
53
UNITED ADVISOR GROUP — added office(s): 18 -> 22 additional locations. IAPD ↗
$578.8M RAUM · 28 reps · 888.242.4912 · uagria.com
53
SIGNATURE EQUITY PARTNERS, LLC — added office(s): 5 -> 8 additional locations. IAPD ↗
$250.9M RAUM · 21 reps · 614-846-6000
53
CURIO WEALTH, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$330.7M RAUM · 6 reps · 410-449-2599 · curiowealth.com
53
NAPLES WEALTH PLANNING — added office(s): 0 -> 1 additional locations. IAPD ↗
$466.7M RAUM · 12 reps · 239-330-4183 · napleswealthplanning.com
53
HS WEALTH PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
$366.5M RAUM · 3 reps · 505-717-1680 · hswealthpartners.com
53
ONE WEALTH CAPITAL MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$270.6M RAUM · 6 reps · 855-663-9584
50
PALOUSE CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$228.6M RAUM · 3 reps · (509)624-5591 · palousecap.com
50
FARROW FINANCIAL INC — added office(s): 0 -> 3 additional locations. IAPD ↗
$227.9M RAUM · 1 reps · 802-728-4287 · farrowfinancial.com
50
JDM FINANCIAL GROUP LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$245.2M RAUM · 3 reps · (310) 479-4122 · jdmfinance.com
50
C.W. O'CONNER WEALTH ADVISORS, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
$214.7M RAUM · 3 reps · 770-368-9919 · cwoconner.com
50
ALLEN CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$179.3M RAUM · 4 reps · 503-292-1041 · allencapital.com
50
KRUSEN CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$213.6M RAUM · 2 reps · 561-370-7439 · krusencapital.com
50
CONTINUUM WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$207.1M RAUM · 4 reps · 518-583-4050
50
WORTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$179.3M RAUM · 11 reps · 704-731-0121 · coachnetworth.com
50
TOTAL WEALTH PLANNING AND MANAGEMENT, INC. — added office(s): 7 -> 8 additional locations. IAPD ↗
$178.3M RAUM · 9 reps · (866) 568-0003
50
HANSEN & ASSOCIATES FINANCIAL GROUP INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$204.5M RAUM · 2 reps · (916) 706-1234
50
MODERN CAPITAL GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$30.1M RAUM · 1 reps · 212-531-5600 · modern.net
50
11 FINANCIAL — added office(s): 17 -> 19 additional locations. IAPD ↗
$12.4M RAUM · 6 reps · (936) 899-5629
50
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — added office(s): 0 -> 1 additional locations. IAPD ↗
$164.1M RAUM · 12 reps · 866-929-3258 · walserwealth.com
50
NICHOLAS WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$203.1M RAUM · 6 reps · 404-890-5606
50
GUGGENHEIM WEALTH SOLUTIONS, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$0 RAUM · 0 reps · 310-576-1270 · guggenheimpartners.com
50
FOUR FINANCIAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$119.8M RAUM · 6 reps · 734-272-4322
50
RIDGELINE WEALTH ADVISORS, LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$117.7M RAUM · 3 reps · 919-782-0494 · ridgelinewealthadvisors.com
50
BAYBRIDGE CAPITAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$169.4M RAUM · 4 reps · (888) 440-2224 · baybridgecg.com
50
GIBSON WEALTH ADVISORS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$140.1M RAUM · 2 reps · 214-347-7475 · gibsonwealthadvisors.com
50
XYPN INVEST — added office(s): 10 -> 14 additional locations. IAPD ↗
$133.3M RAUM · 14 reps · (360) 301-7579 · newleaffinancialguidance.com
50
SCHOLAR FINANCIAL ADVISING, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$0 RAUM · 7 reps · (336) 360-6833 · scholarfinancialadvising.com
50
PORTUS WEALTH ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$136.6M RAUM · 3 reps · 704-936-0084 · portusadvisors.com
50
BROWNLEE WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$212.0M RAUM · 3 reps · 281-377-3170 · brownleewealthmanagement.com
50
CHIRON CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$223.7M RAUM · 3 reps · 850-775-1939 · chironcapital.com
50
WEALTHSPAN INVESTMENT MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$7.2M RAUM · 3 reps · 616-655-1696
50
THEPARTNERS WEALTH MANAGEMENT — added office(s): 3 -> 6 additional locations. IAPD ↗
$172.5M RAUM · 7 reps · 800-324-3010 · centralcoastfm.com
50
BLUEPRINT FINANCIAL ADVISORS — added office(s): 12 -> 13 additional locations. IAPD ↗
$132.5M RAUM · 14 reps · 336-609-7522 · buildyourblueprint.com
50
DISCIPLINE WEALTH SOLUTIONS, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
$93.0M RAUM · 3 reps · 864-322-6046 · stahlneckergroup.com
50
ONEASCENT FAMILY OFFICES — added office(s): 2 -> 3 additional locations. IAPD ↗
$93.8M RAUM · 2 reps · (205) 313-9142 · sovereignfamilyoffice.co
50
BULL HARBOR CAPITAL LLC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$173.9M RAUM · 16 reps · 804-965-5408 · bullharborcapital.com
50
FOGUTH WEALTH MANAGEMENT, LLC. — added office(s): 7 -> 9 additional locations. IAPD ↗
$237.0M RAUM · 10 reps · (810) 522-5650
50
DIGITAL WEALTH PARTNERS — added office(s): 0 -> 4 additional locations. IAPD ↗
$0 RAUM · 2 reps · 307-214-0780
50
MKT AND ASSOCIATES LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$113.0M RAUM · 1 reps · 253-252-2359
50
HAMPTON ROCK WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · 512-256-9272
50
JACKSON SQUARE PARTNERS, LLC — moved its main office from SAN FRANCISCO, CA to LARKSPUR, CA. IAPD ↗
$3.11B RAUM · 8 reps · 415 635-0220 · jspartners.com
50
CENTERSQUARE INVESTMENT MANAGEMENT LLC — moved its main office from PLYMOUTH MEETING, PA to CONSHOHOCKEN, PA. IAPD ↗
$12.16B RAUM · 57 reps · 610-834-9500
50
TRB WEALTH MANAGEMENT, LLC — moved its main office from HARLINGEN, TX to HOUSTON, TX. IAPD ↗
$1.19B RAUM · 14 reps · 832-810-3565 · trb.bank
48
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC — moved its main office from PALM COAST, FL to DAYTONA BEACH, FL. IAPD ↗
$316.5M RAUM · 3 reps · 386-253-1980 · kswwealthmanagement.com
48
ALPHAQ ADVISORS — moved its main office from ORLANDO, FL to WINTER PARK, FL. IAPD ↗
$332.5M RAUM · 2 reps · 407-982-4550 · alphaqadvisors.com
48
THREE BRIDGE WEALTH ADVISORS — moved its main office from PORTOLA VALLEY, CA to LOS ALTOS, CA. IAPD ↗
$756.4M RAUM · 3 reps · 650-433-3500 · threebridgewa.com
48
WARREN STREET WEALTH ADVISORS, LLC — moved its main office from NEWPORT BEACH, CA to IRVINE, CA. IAPD ↗
$357.8M RAUM · 8 reps · 714-876-6200
48
REDWOOD WEALTH MANAGEMENT GROUP, LLC — moved its main office from MOORESTOWN, NJ to MEDFORD, NJ. IAPD ↗
$262.1M RAUM · 4 reps · 856-500-2900 · redwoodwmg.com
48
CURRAN FINANCIAL PARTNERS, LLC — moved its main office from CHARLESTON, SC to DANIEL ISLAND, SC. IAPD ↗
$472.7M RAUM · 10 reps · (843) 300-1182
48
PHRACTION MANAGEMENT LLC — moved its main office from STAMFORD, CT to COLCHESTER, CT. IAPD ↗
$451.0M RAUM · 3 reps · 860-531-9590 · phraction.net
48
TC43 LLC — moved its main office from ROCKVILLE CENTRE, NY to NEW YORK, NY. IAPD ↗
$311.7M RAUM · 8 reps · 917-363-7217
45
ARGUS INVESTORS' COUNSEL, INC. — moved its main office from STAMFORD, CT to NEW YORK, NY. IAPD ↗
$143.0M RAUM · 5 reps · 212-425-7500 · argusinvest.com
45
LESLIE MARIE GIORDANO — moved its main office from MINEOLA, NY to GARDEN CITY, NY. IAPD ↗
$55.3M RAUM · 1 reps · 516-747-5210 · lesliegiordano.com
45
HANSEN & ASSOCIATES FINANCIAL GROUP INC. — moved its main office from SACRAMENTO, CA to ROSEVILLE, CA. IAPD ↗
$204.5M RAUM · 2 reps · (916) 706-1234
45
ANCHOR POINTE WEALTH MANAGEMENT — moved its main office from JACKSON, MO to CAPE GIRARDEAU, MO. IAPD ↗
$112.5M RAUM · 2 reps · 573-334-0034
45
CASTLE ISLAND WEALTH — moved its main office from WEST PALM BEACH, FL to PALM BEACH GARDENS, FL. IAPD ↗
$117.4M RAUM · 1 reps · 561-208-3883 · castleislandwealth.com
45
GREAT RIVER FINANCIAL — moved its main office from GOLDEN VALLEY, MN to PLYMOUTH, MN. IAPD ↗
$142.4M RAUM · 2 reps · 763-231-7581
45
MKT AND ASSOCIATES LLC — moved its main office from CAVE CREEK, AZ to FEDERAL WAY, WA. IAPD ↗
$113.0M RAUM · 1 reps · 253-252-2359
45
MURPHY CLARKE WILLIAMS & STONE LLC — moved its main office from MIAMI BEACH, FL to CORAL GABLES, FL. IAPD ↗
$130.7M RAUM · 2 reps · (305) 954-1521 · mcwstone.com
45
TRUEHAVEN CAPITAL — moved its main office from BRADENTON, FL to ST PETERSBURG, FL. IAPD ↗
$100.3M RAUM · 1 reps · 210-260-8668 · truehaven.net
45
DURATION CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$3.34B RAUM · 14 reps · (646) 303-7130 · durationcapitalpartners.com
43
PL3 CAPITAL LP — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$300.7M RAUM · 1 reps · 917-484-0819
43
SOPHRON CAPITAL MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$251.7M RAUM · 2 reps · 212-970-9451
40
III CAPITAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$39.51B RAUM · 8 reps · 561-544-4600 · iiicm.com
40
HQ CAPITAL PRIVATE EQUITY LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$7.77B RAUM · 21 reps · 212-863-2300
40
I SQUARED CAPITAL ADVISORS (US) LLC — added office(s): 0 -> 8 additional locations. IAPD ↗fund
$47.87B RAUM · 196 reps · (786) 693-5700 · isquaredcapital.com
40
KENNEDY LEWIS MANAGEMENT LP — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$8.97B RAUM · 38 reps · 212-782-3480
40
CAPROCK PARTNERS MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.68B RAUM · 15 reps · 949-342-8000 · caprock-partners.com
40
KRANE CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$15.2M RAUM · 5 reps · 212-933-0393 · kranecapitalmanagement.com
40
MIDBRIDGE ADVISORS LP — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 12 reps · 303-454-5453
38
INCA INVESTMENTS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$486.0M RAUM · 7 reps · 305-722-4300 · incainvestments.com
38
VINCI PARTNERS USA — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$357.6M RAUM · 3 reps · 1 646 559 8000 · vincipartners.com
35
AMPERSAND CAPITAL PARTNERS — moved its main office from WELLESLEY, MA to BOSTON, MA. IAPD ↗fund
$2.79B RAUM · 28 reps · 781-239-0700 · ampersandcapital.com
35
DYNAMIC BETA INVESTMENTS LLC — moved its main office from NEW YORK, NY to GREENWICH, CT. IAPD ↗fund
$2.65B RAUM · 3 reps · 646-837-7030 · dbi.co
35
BREAKWALL INVESTMENT ADVISOR LLC — moved its main office from NEWPORT, RI to PORT WASHINGTON, NY. IAPD ↗fund
$1.76B RAUM · 7 reps · 516-363-2004 · breakwallcap.com
33
KENT LAKE CAPITAL LLC — moved its main office from RENO, NV to ANASCO, PR. IAPD ↗fund
$496.5M RAUM · 5 reps · 415-799-2720
30
NATURAL CAPITAL — moved its main office from NORTH LITTLE ROCK, AR to LITTLE ROCK, AR. IAPD ↗fund
$217.0M RAUM · 10 reps · 501-517-3162 · naturalcapitalfirm.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.