← Tributary

Office IT & facilities — October 2024

Managed IT, telecom, and facilities for new offices.

157 firms opened this window in the October 2024 SEC roster: 114 new office, 43 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
MOORS & CABOT, INC — added office(s): 12 -> 13 additional locations. IAPD ↗
$3.09B RAUM · 73 reps · 800-426-0501
55
AUSDAL FINANCIAL PARTNERS, INC. — added office(s): 86 -> 88 additional locations. IAPD ↗
$1.53B RAUM · 110 reps · 563-326-2064 · retirewellusa.com
55
A.G.P / ALLIANCE GLOBAL PARTNERS — added office(s): 15 -> 17 additional locations. IAPD ↗
$1.69B RAUM · 149 reps · 800-727-7922 · allianceg.com
55
PROSPERA FINANCIAL SERVICES, INC. — added office(s): 105 -> 123 additional locations. IAPD ↗
$9.81B RAUM · 159 reps · 972-581-3000
55
WEALTHSPIRE ADVISORS — added office(s): 18 -> 21 additional locations. IAPD ↗
$21.69B RAUM · 160 reps · (212) 973-1200
55
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.31B RAUM · 4 reps · 713-840-8880 · tanglewoodwealth.com
55
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. — added office(s): 14 -> 15 additional locations. IAPD ↗
$45.17B RAUM · 99 reps · 800-621-4421 · mesirowfinancial.com
55
FIRST PACIFIC ADVISORS, LP — added office(s): 8 -> 12 additional locations. IAPD ↗
$24.80B RAUM · 21 reps · 800-982-4372 · fpafunds.com
55
ADVOCACY WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.72B RAUM · 21 reps · 404.836.7100 · advocacywealth.com
55
CHICAGO PARTNERS INVESTMENT GROUP LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$4.59B RAUM · 33 reps · 312 284 6363
55
JACOBI CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.69B RAUM · 24 reps · 570-826-1801
55
SOLTIS INVESTMENT ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$6.82B RAUM · 45 reps · 435-674-1600 · soltisadvisors.com
55
THE COLONY GROUP, LLC — added office(s): 92 -> 96 additional locations. IAPD ↗
$21.47B RAUM · 688 reps · 617-723-8200 · debrabrede.com
55
ONEASCENT FINANCIAL SERVICES LLC — added office(s): 29 -> 30 additional locations. IAPD ↗
$1.79B RAUM · 39 reps · 205-313-9142
55
GPS WEALTH STRATEGIES GROUP, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
$1.07B RAUM · 21 reps · 7204145412 · lizwindisch.com
55
LIBERTY WEALTH MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.22B RAUM · 18 reps · 510-658-1880
55
EVERSOURCE WEALTH ADVISORS, LLC — added office(s): 21 -> 22 additional locations. IAPD ↗
$2.69B RAUM · 40 reps · 205-982-5515 · generouswealthaz.com
55
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$4.02B RAUM · 17 reps · 317-975-5033
55
NEW EDGE WEALTH — added office(s): 11 -> 13 additional locations. IAPD ↗
$8.61B RAUM · 62 reps · 2034242262
55
MAYFLOWER ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
$4.69B RAUM · 21 reps · 617-259-1767
55
NEW REPUBLIC PARTNERS — added office(s): 6 -> 7 additional locations. IAPD ↗
$2.28B RAUM · 17 reps · 704-626-1526 · newrepublicpartners.com
55
CONFLUENCE FINANCIAL PARTNERS — added office(s): 3 -> 7 additional locations. IAPD ↗
$3.06B RAUM · 34 reps · 724-271-8801
55
HOMRICH BERG — added office(s): 6 -> 7 additional locations. IAPD ↗
$15.20B RAUM · 80 reps · 404-264-1400
55
MODERN WEALTH MANAGEMENT, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
$2.07B RAUM · 36 reps · 913-393-1000 · midwestfinancial.us
53
THE PACIFIC CENTER FOR FINANCIAL SERVICES — added office(s): 0 -> 4 additional locations. IAPD ↗
$878.8M RAUM · 4 reps · (925) 838-7700
53
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$563.8M RAUM · 14 reps · 719-478-7036
53
WOLF GROUP CAPITAL ADVISORS — added office(s): 11 -> 13 additional locations. IAPD ↗
$526.8M RAUM · 11 reps · (703) 652-6255
53
IMA ADVISORY SERVICES, INC. — added office(s): 4 -> 6 additional locations. IAPD ↗
$911.6M RAUM · 19 reps · 316-266-6574
53
RIDGEWOOD INVESTMENTS — added office(s): 2 -> 3 additional locations. IAPD ↗
$325.7M RAUM · 6 reps · 973-544-6970 · ridgewoodinvestments.com
53
EXCHANGE PLACE ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$308.9M RAUM · 3 reps · 978-443-2713
53
SECURE ASSET MANAGEMENT, L.L.C. — added office(s): 18 -> 20 additional locations. IAPD ↗
$599.6M RAUM · 48 reps · 248-414-1562 · re-transition.com
53
TRADEWINDS CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$523.7M RAUM · 7 reps · 360-715-9000
53
HFG WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$406.1M RAUM · 4 reps · 832-585-0110 · hfgwm.com
53
NORTHWEST WEALTH MANAGEMENT, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$717.8M RAUM · 17 reps · 877-207-0994
53
EAGLE'S VIEW CAPITAL MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$415.0M RAUM · 3 reps · 212-421-7300 · evhedge.com
53
FSA INVESTMENT GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$598.2M RAUM · 9 reps · (850) 696-1550
53
LAZARI CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$471.1M RAUM · 8 reps · 818-264-0610 · lazaricapital.com
53
CERTIOR FINANCIAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$363.9M RAUM · 7 reps · 610-783-7010
53
FAMILYWEALTH — added office(s): 8 -> 9 additional locations. IAPD ↗
$316.3M RAUM · 12 reps · (866) 746-3743
53
PRACTICE FINANCIAL GROUP — added office(s): 3 -> 4 additional locations. IAPD ↗
$295.4M RAUM · 6 reps · (541) 973-2602 · practicefinancialgroup.com
53
TRUEWEALTH ADVISORS, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$355.9M RAUM · 12 reps · 205-588-4800
53
CATALYST PRIVATE WEALTH, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$306.7M RAUM · 5 reps · 415-887-1430
53
TACTIVE ADVISORS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$405.8M RAUM · 0 reps · 855-282-2848 · pcliftonfinancial.com
53
BOS ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$747.3M RAUM · 7 reps · 833-943-8090 · bosassetmanagement.com
53
SMART WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$302.9M RAUM · 12 reps · 402-369-7777
53
PARK EDGE ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$460.2M RAUM · 5 reps · (216) 727-0144 · parkedgeadvisors.com
53
49 FINANCIAL — added office(s): 8 -> 9 additional locations. IAPD ↗
$566.2M RAUM · 74 reps · 214-563-1190
53
NOBLE WEALTH MANAGEMENT P.B.C. — added office(s): 0 -> 1 additional locations. IAPD ↗
$329.6M RAUM · 4 reps · 303-325-3061 · mynoblewealth.com
53
TWIN PEAKS WEALTH ADVISORS — added office(s): 8 -> 9 additional locations. IAPD ↗
$318.5M RAUM · 7 reps · (650) 200-0308 · twinpwa.com
53
DOWNTOWN WEALTH STUDIOS, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$886.3M RAUM · 4 reps · 888-240-2737 · dtwn.co
53
SYKON CAPITAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$292.9M RAUM · 4 reps · 914-898-3694 · sykoncapital.com
53
PANORAMIC CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$263.2M RAUM · 2 reps · 503-937-7420 · panoramiccp.com
50
BENJAMIN SECURITIES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$33.9M RAUM · 3 reps · 516-931-1090 · benjaminsecurities.com
50
NEW CENTURY FINANCIAL GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$201.7M RAUM · 18 reps · (609)924-2049 · newcenturygroup.com
50
ARNOLD CASTELLANO AND ASSOCIATES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$113.8M RAUM · 3 reps · 318-683-1040 · todaycpa.com
50
STONECREST ADVISORS, INC. — added office(s): 6 -> 8 additional locations. IAPD ↗
$133.8M RAUM · 13 reps · 866-342-1069 · stonecrestpartners.com
50
ROI FINANCIAL — added office(s): 2 -> 3 additional locations. IAPD ↗
$161.6M RAUM · 3 reps · 503-941-5925
50
SAGEOAK FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$129.1M RAUM · 3 reps · (918) 627-3700
50
BRIGHT WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$160.0M RAUM · 5 reps · (972) 410-6623
50
TACTIVEST, LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
$122.3M RAUM · 1 reps · (415) 752-7311
50
UPSTART WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$248.0M RAUM · 4 reps · (415) 549-0646
50
FIGURE 8 INVESTMENT STRATEGIES LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$166.4M RAUM · 4 reps · (208) 385-0078
50
Q3 ADVISORS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$0 RAUM · 7 reps · 720-730-9892
50
XYPN INVEST — added office(s): 14 -> 15 additional locations. IAPD ↗
$133.3M RAUM · 15 reps · (360) 301-7579 · newleaffinancialguidance.com
50
VAN CLEMENS WEALTH MANAGEMENT, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$105.9M RAUM · 16 reps · 612-758-9140 · vanclemens.com
50
BRIDGES CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$52.2M RAUM · 1 reps · 954-271-1075
50
AVANT FINANCIAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$126.6M RAUM · 2 reps · 512-910-2467
50
PROXY WEALTH ADVISORS LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$132.8M RAUM · 12 reps · 646-289-5075 · proxywealth.com
50
SUCCESS WEALTH MANAGEMENT LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
$40.1M RAUM · 14 reps · 724-934-8128
50
BROWNLEE WEALTH MANAGEMENT — added office(s): 3 -> 5 additional locations. IAPD ↗
$212.0M RAUM · 3 reps · 281-377-3170 · brownleewealthmanagement.com
50
BLACK KNIGHT WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$163.2M RAUM · 3 reps · 972-786-6527 · blackknightwm.com
50
CLEARVIEW WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$175.4M RAUM · 2 reps · 503-400-7800 · cwa2020.com
50
SYNERGY INVESTMENT MANAGEMENT LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$101.6M RAUM · 10 reps · 321-203-4458
50
MARYGOLD & CO. ADVISORY SERVICES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$30,725 RAUM · 1 reps · (937) 481-1211
50
ABICH FINANCIAL WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$150.1M RAUM · 4 reps · (571) 577-9968
50
INTEGRITY FINANCIAL ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$103.6M RAUM · 8 reps · 978-338-4830 · integrityfa.com
50
HAMILTON CAPITAL PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$215.9M RAUM · 3 reps · 678-802-4974
50
THEPARTNERS WEALTH MANAGEMENT — added office(s): 6 -> 11 additional locations. IAPD ↗
$172.5M RAUM · 7 reps · 800-324-3010 · centralcoastfm.com
50
DISCIPLINE WEALTH SOLUTIONS, INC. — added office(s): 3 -> 5 additional locations. IAPD ↗
$93.0M RAUM · 8 reps · 864-322-6046 · stahlneckergroup.com
50
PEAK RETIREMENT PLANNING, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$151.9M RAUM · 6 reps · (614) 500-4121 · peakretirementplanning.com
50
SPARTA WEALTH PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
$219.5M RAUM · 4 reps · 704-575-1148
50
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$230.4M RAUM · 5 reps · 608-784-9100 · s-gwealth.com
50
VIABLE — added office(s): 0 -> 1 additional locations. IAPD ↗
$124.9M RAUM · 2 reps · 215-370-9067 · viableplans.com
50
ENCOMPASS MORE ASSET MANAGEMENT LLC — added office(s): 8 -> 11 additional locations. IAPD ↗
$228.5M RAUM · 43 reps · 925-272-8850 · encompassmore.com
50
LONGWALL FAMILY OFFICE — added office(s): 5 -> 6 additional locations. IAPD ↗
$207.4M RAUM · 5 reps · 203-209-2785
50
ROSSBY FINANCIAL, LLC — added office(s): 3 -> 9 additional locations. IAPD ↗
$107.3M RAUM · 8 reps · 321-209-0111
50
MARIDEA WEALTH MANAGEMENT — added office(s): 5 -> 7 additional locations. IAPD ↗
$25.2M RAUM · 9 reps · 269-598-0939 · marideawealth.com
50
SLP WEALTH — added office(s): 14 -> 15 additional locations. IAPD ↗
$9.0M RAUM · 16 reps · (910) 315-0973 · slpwealth.com
50
STIRLINGSHIRE INVESTMENTS — added office(s): 0 -> 22 additional locations. IAPD ↗
$69.2M RAUM · 28 reps · 877-600-7026
50
COUNTERWEIGHT PRIVATE WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗
$137.0M RAUM · 2 reps · 919-726-6124
50
WAYSTONE ADVISORS LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$111.0M RAUM · 2 reps · (425) 484-0045 · waystoneadvisors.com
50
RBT WEALTH LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$0 RAUM · 4 reps · 845-567-9000
50
OUTRUNNER CAPITAL, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$172.0M RAUM · 3 reps · 512-649-3192 · outrunnercapital.com
50
A&M PRIVATE WEALTH PARTNERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$0 RAUM · 1 reps · 561-437-6738
50
FIRST PACIFIC ADVISORS, LP — moved its main office from LOS ANGELES, CA to EL SEGUNDO, CA. IAPD ↗
$24.80B RAUM · 21 reps · 800-982-4372 · fpafunds.com
50
GLADSTONE WEALTH PARTNERS — moved its main office from BOCA RATON, FL to PALM BEACH GARDENS, FL. IAPD ↗
$4.00B RAUM · 104 reps · (908)-719-1313
48
SANTORI & PETERS — moved its main office from MONROEVILLE, PA to CANONSBURG, PA. IAPD ↗
$330.3M RAUM · 4 reps · 412-373-6904
48
TRUST ADVISORY GROUP LTD — moved its main office from READING, MA to BIRMINGHAM, AL. IAPD ↗
$560.4M RAUM · 41 reps · 800-292-2411 · coromandelwm.com
48
WHITE PINE CAPITAL LLC — moved its main office from GOLDEN VALLEY, MN to BLOOMINGTON, MN. IAPD ↗
$324.8M RAUM · 3 reps · 612-376-9765 · whitepinecapital.com
48
IMA ADVISORY SERVICES, INC. — moved its main office from WICHITA, KS to DENVER, CO. IAPD ↗
$911.6M RAUM · 19 reps · 316-266-6574
48
ROBINSON SMITH WEALTH ADVISORS, LLC — moved its main office from PORTLAND, ME to SOUTH PORTLAND, ME. IAPD ↗
$334.3M RAUM · 5 reps · 207-874-9840
48
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC — moved its main office from MINNEAPOLIS, MN to WAYZATA, MN. IAPD ↗
$889.0M RAUM · 3 reps · (612) 334-2000
48
NAMCOA — moved its main office from NAPLES, FL to MOORESVILLE, NC. IAPD ↗
$277.7M RAUM · 17 reps · (239) 593-5525 · flretire.com
48
REGIS METRO ASSOCIATES, INC. — moved its main office from LOS ANGELES, CA to SAN FRANCISCO, CA. IAPD ↗
$779.6M RAUM · 3 reps · 415-421-0500
48
AUOUR INVESTMENTS LLC — moved its main office from WENHAM, MA to WOBURN, MA. IAPD ↗
$317.0M RAUM · 4 reps · 978-338-4830 · auour.com
48
CATALYST PRIVATE WEALTH, LLC — moved its main office from SAN FRANCISCO, CA to SAN MATEO, CA. IAPD ↗
$306.7M RAUM · 5 reps · 415-887-1430
48
BR CAPITAL — moved its main office from MIAMI, FL to CORAL GABLES, FL. IAPD ↗
$350.4M RAUM · 1 reps · 305-448-0014
45
BENJAMIN SECURITIES, INC. — moved its main office from PENSACOLA, FL to ALBANY, NY. IAPD ↗
$33.9M RAUM · 3 reps · 516-931-1090 · benjaminsecurities.com
45
PRING TURNER — moved its main office from WALNUT CREEK, CA to ALAMO, CA. IAPD ↗
$238.6M RAUM · 2 reps · (925) 287-8527
45
WILLIAMS FINANCIAL, LLC — moved its main office from BENNINGTON, VT to NORTH BENNINGTON, VT. IAPD ↗
$174.5M RAUM · 4 reps · 866-986-4469
45
VANNOY ADVISORY GROUP, INC. — moved its main office from ROUND ROCK, TX to AUSTIN, TX. IAPD ↗
$130.9M RAUM · 1 reps · 512-759-7759 · vannoyadvisorygroup.com
45
BAKER & YOEST INVESTMENT ADVISERS, INC. — moved its main office from NORTHFIELD, IL to DEERFIELD, IL. IAPD ↗
$114.1M RAUM · 2 reps · 847-504-1455 · bakeryoest.com
45
KEYSTONE GLOBAL PARTNERS LLC — moved its main office from NEW YORK, NY to DENVER, CO. IAPD ↗
$212.7M RAUM · 2 reps · 646-998-8141
45
BOARDWALK FINANCIAL STRATEGIES LLC — moved its main office from DELAFIELD, WI to HARTLAND, WI. IAPD ↗
$142.3M RAUM · 3 reps · 262-423-7552
45
NEWBRIDGE WEALTH MANAGEMENT — moved its main office from BERWYN, PA to BRYN MAWR, PA. IAPD ↗
$160.0M RAUM · 3 reps · 610-564-8042 · newbridgewealth.com
45
FIT WEALTH MANAGEMENT — moved its main office from ENGLEWOOD, CO to CENTENNIAL, CO. IAPD ↗
$101.0M RAUM · 3 reps · (303) 618-3587
45
CAPSTONE WEALTH MANAGEMENT GROUP, LLC — moved its main office from CLARKS GREEN, PA to DUNMORE, PA. IAPD ↗
$248.8M RAUM · 4 reps · (888) 587-7526
45
SMITH & WYATT — moved its main office from BRYAN, TX to COLLEGE STATION, TX. IAPD ↗
$119.8M RAUM · 6 reps · 979-431-5440
45
INVICTA ADVISORS LLC — moved its main office from MONROEVILLE, PA to OAKMONT, PA. IAPD ↗
$192.3M RAUM · 9 reps · 412-349-8684 · invictacapitaladvisors.com
45
INTEGRITY FINANCIAL ADVISORS, LLC — moved its main office from WENHAM, MA to WOBURN, MA. IAPD ↗
$103.6M RAUM · 8 reps · 978-338-4830 · integrityfa.com
45
REGENTS PARTNERS, LLC — moved its main office from SALT LAKE CITY, UT to SAN JUAN, PR. IAPD ↗
$217.0M RAUM · 5 reps · (925) 261-8330 · regentsparkadvisors.com
45
KORZO FINANCIAL LLC — moved its main office from PALO ALTO, CA to SAN FRANCISCO, CA. IAPD ↗
$0 RAUM · 1 reps · 415-449-5555
45
INVESTING ONLINE LLC — moved its main office from SANTA MONICA, CA to LOS ANGELES, CA. IAPD ↗
$0 RAUM · 1 reps · 310-818-3740 · investing-online.com
45
MKT AND ASSOCIATES LLC — moved its main office from FEDERAL WAY, WA to TACOMA, WA. IAPD ↗
$113.0M RAUM · 1 reps · 253-252-2359
45
TRUEHAVEN CAPITAL — moved its main office from ST PETERSBURG, FL to BRADENTON, FL. IAPD ↗
$100.3M RAUM · 1 reps · 210-260-8668 · truehaven.net
45
VALLEY VIEW CONSULTING LLC — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$14.13B RAUM · 6 reps · (540)297-3419 · valleyviewconsultingllc.com
45
SIMPLIFY ASSET MANAGEMENT INC. — added office(s): 10 -> 11 additional locations. IAPD ↗institutional
$4.66B RAUM · 13 reps · 646-585-0476 · simplify.us
45
MERIDIEM CAPITAL PARTNERS LP — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$1.26B RAUM · 10 reps · (469) 317-2120 · meridiemcapital.com
40
CAPITAL CLIENT GROUP, INC. — added office(s): 8 -> 10 additional locations. IAPD ↗institutional
$0 RAUM · 655 reps · 213-486-9200
40
TOWERS WATSON INVESTMENT SERVICES, INC. — added office(s): 13 -> 14 additional locations. IAPD ↗fund
$51.37B RAUM · 201 reps · 312-288-7700 · wtwco.com
40
CF PRIVATE EQUITY, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$15.25B RAUM · 42 reps · 203-563-5000 · commonfund.org
40
FRONTIER PARTNERS, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 0 reps · 847-509-9860 · frontierpartners.com
40
TUDOR INVESTMENT CORPORATION — added office(s): 9 -> 10 additional locations. IAPD ↗fund
$63.59B RAUM · 183 reps · 203-863-6700 · tudorfunds.com
40
QUONA CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.12B RAUM · 13 reps · 202-706-5886 · crunchbase.com
40
RCF ASSET MANAGEMENT GROUP 3, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 5 reps · (310) 598-7070 · rangesummit.com
40
READYSTATE ASSET MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$5.58B RAUM · 16 reps · 312-471-8600
40
RSC INDUSTRIAL ASSET MANAGEMENT GROUP 2, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 5 reps · 310-598-7073 · rangesummit.com
40
CORIENT IA LLC — added office(s): 9 -> 10 additional locations. IAPD ↗fund
$4.60B RAUM · 45 reps · (786) 530-4306
40
RCF ASSET MANAGEMENT GROUP 4, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 5 reps · 310-598-7070 · rangesummit.com
40
SIMPLIFY ASSET MANAGEMENT INC. — moved its main office from NEW YORK, NY to LAS VEGAS, NV. IAPD ↗institutional
$4.66B RAUM · 13 reps · 646-585-0476 · simplify.us
38
RDST CAPITAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$712.6M RAUM · 5 reps · 206.332.1227 · readestreet.com
38
GDA LUMA CAPITAL MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$331.9M RAUM · 13 reps · 917-312-6701 · gdaluma.com
38
FRONTEGRA ASSET MANAGEMENT INC — moved its main office from NORTHBROOK, IL to WESTMONT, IL. IAPD ↗institutional
$439.7M RAUM · 3 reps · 847-509-9860
35
CHANGE GLOBAL INVESTMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$208.0M RAUM · 6 reps · 360-844-5826 · changegi.com
35
RSC ASSET MANAGEMENT GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$155.3M RAUM · 5 reps · (310) 598-7073 · rangesummit.com
35
FRONTIER PARTNERS, INC. — moved its main office from NORTHBROOK, IL to WESTMONT, IL. IAPD ↗institutional
$0 RAUM · 0 reps · 847-509-9860 · frontierpartners.com
35
EAB INVESTMENT GROUP, LLC — moved its main office from PHILADELPHIA, PA to BALA CYNWYD, PA. IAPD ↗institutional
$136.1M RAUM · 4 reps · 646-583-0032 · eabinvestmentgroup.com
35
GLOBAL BETA ADVISORS — moved its main office from NORTH WALES, PA to WEST CHESTER, PA. IAPD ↗institutional
$20.8M RAUM · 2 reps · 215-531-8234
35
EASTERLY EAB RISK SOLUTIONS LLC — moved its main office from PHILADELPHIA, PA to BALA CYNWYD, PA. IAPD ↗institutional
$0 RAUM · 3 reps · 646-583-0032 · easterlyeab.com
35
KELLY INTELLIGENCE — moved its main office from DENVER, CT to DENVER, CO. IAPD ↗institutional
$17.0M RAUM · 2 reps · 303-499-1959
33
JADE MOUNTAIN PARTNERS, LLC — moved its main office from NEW YORK, NY to WHITE PLAINS, NY. IAPD ↗fund
$960.3M RAUM · 3 reps · 212-433-4324
30
EXCOLERE EQUITY PARTNERS, LLC — moved its main office from LOS ANGELES, CA to SANTA MONICA, CA. IAPD ↗fund
$190.0M RAUM · 7 reps · 310-867-2758 · excolerepartners.com
25
J O HAMBRO CAPITAL MANAGEMENT LIMITED — added office(s): 0 -> 2 additional locations. IAPD ↗foreign
$25.22B RAUM · 45 reps · +44 20 7747 5678
20
ORASIS CAPITAL — added office(s): 0 -> 2 additional locations. IAPD ↗foreign
$97.0M RAUM · 2 reps · 00971558695487 · orasis-capital.com
20
SKERRYVORE ASSET MANAGEMENT — moved its main office from LONDON, to EDINBURGH, . IAPD ↗foreign
$1.32B RAUM · 8 reps · +44 131 202 3070 · bennbridge.com
18
T VENTURES MANAGEMENT CO, LTD. — moved its main office from SYDNEY, to SYDNEY NSW, . IAPD ↗foreign
$777.6M RAUM · 14 reps · 61 416 493 313 · ti.vc
15
ORASIS CAPITAL — moved its main office from LONDON, to DUBAI, . IAPD ↗foreign
$97.0M RAUM · 2 reps · 00971558695487 · orasis-capital.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.