← Tributary

Office IT & facilities — December 2024

Managed IT, telecom, and facilities for new offices.

121 firms opened this window in the December 2024 SEC roster: 91 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
HALBERT HARGROVE — added office(s): 9 -> 15 additional locations. IAPD ↗
$3.16B RAUM · 36 reps · 562-435-5657
55
HBKS WEALTH ADVISORS — added office(s): 12 -> 13 additional locations. IAPD ↗
$6.50B RAUM · 75 reps · 814-836-5776 · level3wealth.com
55
WAVERLY ADVISORS, LLC — added office(s): 25 -> 28 additional locations. IAPD ↗
$13.30B RAUM · 139 reps · 205-871-3334 · waverly-advisors.com
55
VANDERBILT ADVISORY SERVICES — added office(s): 25 -> 43 additional locations. IAPD ↗
$1.62B RAUM · 124 reps · 631-845-5100 · commoninterests.com
55
PINKERTON RETIREMENT SPECIALISTS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.02B RAUM · 12 reps · 800-634-2008 · idahowm.org
55
TORTOISE INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.46B RAUM · 16 reps · 914-686-0024 · tortoiseinvestment.com
55
J. SAFRA ASSET MANAGEMENT CORPORATION — added office(s): 1 -> 2 additional locations. IAPD ↗
$3.68B RAUM · 6 reps · 212-704-5553 · jsinvestments.com
55
HBW ADVISORY SERVICES LLC — added office(s): 47 -> 50 additional locations. IAPD ↗
$1.48B RAUM · 63 reps · 800-473-3856
55
PURE FINANCIAL ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$6.29B RAUM · 56 reps · 877-222-6044 · purefinancial.com
55
SENDERO WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$5.22B RAUM · 14 reps · 210-805-0171 · sendero.com
55
CHICAGO PARTNERS INVESTMENT GROUP LLC — added office(s): 10 -> 19 additional locations. IAPD ↗
$4.59B RAUM · 33 reps · 312 284 6363
55
BTG PACTUAL ASSET MANAGEMENT US , LLC — added office(s): 5 -> 8 additional locations. IAPD ↗
$27.79B RAUM · 68 reps · 212-293-4600 · timberlandinvestmentgroup.com
55
VIVALDI CAPITAL MANAGEMENT LP — added office(s): 4 -> 5 additional locations. IAPD ↗
$3.73B RAUM · 22 reps · 312.248.8300
55
RMR WEALTH BUILDERS, INC. — added office(s): 24 -> 25 additional locations. IAPD ↗
$1.70B RAUM · 43 reps · (201) 836-2460
55
KEYSTONE FINANCIAL GROUP, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$1.51B RAUM · 33 reps · 859-317-8316
55
COMPOUND PLANNING — added office(s): 40 -> 44 additional locations. IAPD ↗
$1.40B RAUM · 13 reps · 888-533-9364 · lifeplan2retire.com
55
GLOBAL STRATEGIC INVESTMENT SOLUTIONS — added office(s): 0 -> 2 additional locations. IAPD ↗
$1.36B RAUM · 4 reps · 480-935-2210
55
KOVITZ INVESTMENT GROUP PARTNERS, LLC — added office(s): 35 -> 40 additional locations. IAPD ↗
$11.29B RAUM · 184 reps · 312-334-7300 · ifamcapital.com
55
THE FIDUCIARY ALLIANCE — added office(s): 15 -> 18 additional locations. IAPD ↗
$1.23B RAUM · 34 reps · 864-385-7999
55
CRESSET ASSET MANAGEMENT, LLC — added office(s): 22 -> 25 additional locations. IAPD ↗
$52.51B RAUM · 133 reps · 312-429-2400 · cressetpartners.com
55
CX INSTITUTIONAL, LLC — added office(s): 8 -> 11 additional locations. IAPD ↗
$3.31B RAUM · 47 reps · 260-927-1830
55
PMA ASSET MANAGEMENT, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$26.99B RAUM · 64 reps · 630-657-6400 · pmanetwork.com
55
QUOTIENT WEALTH PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$3.12B RAUM · 21 reps · (972) 807-0003
55
IFC ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.40B RAUM · 7 reps · 310-596-1250
53
FINANCIAL CONSULATE — added office(s): 3 -> 13 additional locations. IAPD ↗
$782.3M RAUM · 12 reps · 410-823-7283 · financialphysical.com
53
NORTHSTAR ASSET MANAGEMENT INC — added office(s): 0 -> 3 additional locations. IAPD ↗
$699.3M RAUM · 15 reps · 617-522-2635
53
CAMARDA WEALTH ADVISORY GROUP — added office(s): 5 -> 7 additional locations. IAPD ↗
$331.1M RAUM · 8 reps · 904-278-1177
53
PLANNING DIRECTIONS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$422.8M RAUM · 4 reps · 610-361-0865
53
MARIN WEALTH ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$296.0M RAUM · 5 reps · 415-458-5880 · marinwealthadvisors.com
53
SEVEN SPRINGS WEALTH GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$765.1M RAUM · 8 reps · 615-370-1253 · sevenspringswealth.com
53
HOPWOOD FINANCIAL SERVICES, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
$548.1M RAUM · 6 reps · 703-787-0008
53
PERENNIAL ADVISORS GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$287.1M RAUM · 3 reps · 978-577-6025 · perennialadvisorsgroup.com
53
NVEST FINANCIAL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$379.8M RAUM · 7 reps · 207-985-8585
53
FINANCIAL PERSPECTIVES — added office(s): 0 -> 3 additional locations. IAPD ↗
$864.6M RAUM · 13 reps · 763-553-7779 · fpwealth.com
53
Q3 ASSET MANAGEMENT CORPORATION — added office(s): 2 -> 3 additional locations. IAPD ↗
$713.0M RAUM · 6 reps · (248) 566-1122
53
STRATEGIC FINANCIAL CONCEPTS, LLC — added office(s): 24 -> 25 additional locations. IAPD ↗
$987.6M RAUM · 35 reps · 210-737-7800 · solinskygroup.com
53
SECURE ASSET MANAGEMENT, L.L.C. — added office(s): 20 -> 21 additional locations. IAPD ↗
$599.6M RAUM · 48 reps · 248-414-1562 · re-transition.com
53
JACKSON WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$820.9M RAUM · 6 reps · 407-585-0235 · jacksonwm.com
53
DENTIST ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$383.6M RAUM · 7 reps · 801-748-1243
53
IRONVIEW CAPITAL MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$851.0M RAUM · 8 reps · 215-793-0111 · ironview.com
53
VISIONARY HORIZONS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$252.6M RAUM · 9 reps · 865-675-8496 · vimeo.com
53
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$424.7M RAUM · 10 reps · 207-288-4747 · costonshea.com
53
SMART MONEY GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$286.5M RAUM · 7 reps · 254-629-3866 · kennedy-financial.com
53
SOVEREIGN FINANCIAL GROUP, INC. — added office(s): 18 -> 19 additional locations. IAPD ↗
$716.9M RAUM · 16 reps · (888) 765-8180 · sfgroupinc.com
53
CONVERGENCE FINANCIAL — added office(s): 8 -> 9 additional locations. IAPD ↗
$422.4M RAUM · 13 reps · (573) 818-2264
53
MIDWEST HERITAGE FINANCIAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$314.2M RAUM · 4 reps · 515-246-8378 · midwestheritage.com
53
ATTESSA CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$259.1M RAUM · 7 reps · 520-600-3064 · attessacapital.com
53
ELK RIVER WEALTH MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$930.8M RAUM · 8 reps · (720) 310-3275
53
SERENITY INVESTMENT ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$296.9M RAUM · 4 reps · 312-734-1415 · yelp.com
53
OLDE WEALTH MANAGEMENT, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$284.2M RAUM · 2 reps · 4254957484
53
MOTIVE WEALTH ADVISORS, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$279.3M RAUM · 3 reps · (248) 987-5731 · motivewealth.com
53
VESTGEN ADVISORS, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
$660.3M RAUM · 20 reps · 847-907-9600 · investwithwmg.com
53
LRI INVESTMENTS — added office(s): 1 -> 3 additional locations. IAPD ↗
$932.9M RAUM · 12 reps · 561-323-2265
53
HEDONOVA ADVISORS LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$643.2M RAUM · 11 reps · 213-340-1334
50
SCHAEFFER FINANCIAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$199.4M RAUM · 4 reps · 301-933-5550 · schaefferfinancial.com
50
PARKWORTH WEALTH MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$151.8M RAUM · 3 reps · 408-436-9800
50
TURNER FINANCIAL GROUP, INC. — added office(s): 3 -> 5 additional locations. IAPD ↗
$115.7M RAUM · 8 reps · 850-995-1797 · seelan.com
50
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$218.8M RAUM · 9 reps · (949) 261-7726
50
MAYA ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$103.7M RAUM · 1 reps · 650-704-3074
50
PROSPETTIVA FINANCIAL — added office(s): 3 -> 4 additional locations. IAPD ↗
$106.5M RAUM · 3 reps · 415-362-8636
50
CLARITY INVESTMENTS + PLANNING LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$105.9M RAUM · 2 reps · (212) 730-7029 · clarityinv.com
50
TRITON FINANCIAL GROUP, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$237.2M RAUM · 1 reps · 508-480-8383 · tritonfinancialgroup.com
50
NOVUS ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
$211.8M RAUM · 5 reps · 864-272-3579 · novusadvisors.com
50
TENCAP WEALTH COACHING — added office(s): 10 -> 11 additional locations. IAPD ↗
$0 RAUM · 9 reps · 801-337-5032
50
FSAM LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$71.5M RAUM · 8 reps · 770-777-9373
50
SHORE POINT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$212.7M RAUM · 4 reps · 732-876-3777
50
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$117.2M RAUM · 4 reps · 971-371-3444 · meritwealth.com
50
TRANSCEND ADVISOR GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$216.2M RAUM · 4 reps · 262-884-9983 · info@transcendadvisorgroup.com
50
AVAIL INVESTMENT PARTNERS, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$105.4M RAUM · 5 reps · 814-996-7206 · availinvest.com
50
AXIM PLANNING & WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$129.3M RAUM · 3 reps · 937-291-2060 · aximwealth.com
50
BASE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$213.8M RAUM · 5 reps · 941-203-6040
50
RETIREMENT FINANCIAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$121.7M RAUM · 2 reps · 409-908-4160
50
ACCELERATE RETIREMENT — added office(s): 10 -> 11 additional locations. IAPD ↗
$173.5M RAUM · 21 reps · 888-439-7071
50
MDRN CAPITAL — added office(s): 8 -> 9 additional locations. IAPD ↗
$101.6M RAUM · 7 reps · 410-533-9966
50
APERTURE ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$0 RAUM · 2 reps · 917-734-2804 · apertureadvisors.io
50
CATALYST WEALTH MANAGEMENT LLC — added office(s): 16 -> 18 additional locations. IAPD ↗
$20.6M RAUM · 19 reps · 832-657-7735 · catalystfg.com
50
BLUE JEAN FINANCIAL LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$77.2M RAUM · 9 reps · (518) 406-8488 · bluejeanfinancial.com
50
PREMIER PRIVATE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$107.8M RAUM · 2 reps · 727-281-2882 · premierprivatewealthmgt.com
50
UNITING WEALTH PARTNERS — added office(s): 1 -> 4 additional locations. IAPD ↗
$0 RAUM · 7 reps · 479-364-0686 · unitingwealthpartners.com
50
BEACON CAPITAL ADVISORY GROUP — added office(s): 0 -> 3 additional locations. IAPD ↗
$105.5M RAUM · 2 reps · 877-801-2322
50
PCM ENCORE, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 2 reps · 888-697-0204
50
GOELZER INVESTMENT MANAGEMENT — moved its main office from INDIANAPOLIS, IN to CARMEL, IN. IAPD ↗
$3.16B RAUM · 36 reps · 317-264-2600 · goelzerinc.com
50
SISUNG INVESTMENT MANAGEMENT SERVICES LLC — moved its main office from NEW ORLEANS, LA to METAIRIE, LA. IAPD ↗
$2.00B RAUM · 4 reps · 504-544-7700 · sisunginvestments.com
50
MAIN STREET RESEARCH LLC — moved its main office from SAUSALITO, CA to LAKEVILLE, CT. IAPD ↗
$1.82B RAUM · 11 reps · 860.435.2350
50
FIDUCIARY WEALTH PARTNERS, LLC — moved its main office from BOSTON, MA to NEWTON LOWER FALLS, MA. IAPD ↗
$1.33B RAUM · 6 reps · 617-602-1900
50
MERIDIAN WEALTH PARTNERS, LLC — moved its main office from BLUE BELL, PA to EXTON, PA. IAPD ↗
$1.12B RAUM · 9 reps · 610-272-4700
50
QUOTIENT WEALTH PARTNERS, LLC — moved its main office from IRVING, TX to DALLAS, TX. IAPD ↗
$3.12B RAUM · 21 reps · (972) 807-0003
48
MARIN WEALTH ADVISORS LLC — moved its main office from SAN RAFAEL, CA to NOVATO, CA. IAPD ↗
$296.0M RAUM · 5 reps · 415-458-5880 · marinwealthadvisors.com
48
THE RETIREMENT SOLUTION LLC — moved its main office from REDMOND, OH to REDMOND, WA. IAPD ↗
$475.3M RAUM · 13 reps · 425-558-3700 · vimeo.com
48
DENVER WEALTH MANAGEMENT, INC. — moved its main office from GREENWOOD VILLAGE, CO to DENVER, CO. IAPD ↗
$372.6M RAUM · 10 reps · (303) 261-8015
48
STEADMONT ADVISORS, LLC — moved its main office from VESTAVIA HILLS, AL to BIRMINGHAM, AL. IAPD ↗
$308.1M RAUM · 4 reps · (205) 721-7005 · steadmontadvisors.com
45
GARY L. GREENBERG — moved its main office from MINNEAPOLIS, MN to EDEN PRAIRIE, MN. IAPD ↗
$133.0M RAUM · 1 reps · 612-360-4557
45
ADVANTAGE INVESTING, INC. — moved its main office from CHESAPEAKE, VA to CORAL GABLES, FL. IAPD ↗
$102.2M RAUM · 2 reps · 757-547-8257 · advantageinvesting.com
45
OAKBOURNE ADVISORS — moved its main office from HACKETTSTOWN, NJ to BERKELEY HEIGHTS, NJ. IAPD ↗
$195.7M RAUM · 7 reps · 908-850-9991 · nstarinvest.com
45
GUARDIAN WEALTH ADVISORS, LLC — moved its main office from BLOOMINGTON, MN to ST LOUIS PARK, MN. IAPD ↗
$249.2M RAUM · 3 reps · 952-746-3211
45
PORTFOLIO RESOURCES ADVISOR GROUP, INC. — moved its main office from MIAMI, FL to CORAL GABLES, FL. IAPD ↗
$116.0M RAUM · 16 reps · 305-372-0299 · ffsins.com
45
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. — moved its main office from SAN RAFAEL, CA to NOVATO, CA. IAPD ↗
$172.6M RAUM · 2 reps · 415-259-3933 · hzadvisors.com
45
BLUE SUMMIT WEALTH MANAGEMENT — moved its main office from LA MESA, CA to SAN DIEGO, CA. IAPD ↗
$172.0M RAUM · 3 reps · 619-698-4330 · bluesummitwealth.com
45
FOUR CORNERS FINANCIAL — moved its main office from HUNTINGTON, NY to MELVILLE, NY. IAPD ↗
$69.5M RAUM · 2 reps · (631) 271-1170
45
TREASURE INVESTMENT MANAGEMENT, LLC — moved its main office from SAN FRANCISCO, CA to SCOTTSDALE, AZ. IAPD ↗
$222.1M RAUM · 1 reps · 224-309-9330 · treasure.tech
45
JB WEALTH ADVISORS LLC — moved its main office from NASHVILLE, TN to NORFOLK, VA. IAPD ↗
$11.2M RAUM · 2 reps · 615-560-8268
45
STORYONE FAMILY OFFICE — moved its main office from LEAWOOD, KS to OVERLAND PARK, KS. IAPD ↗
$118.3M RAUM · 2 reps · 913-544-0600
45
STRIVE ASSET MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$1.08B RAUM · 4 reps · 614-704-0187
43
LOGIA PORTFOLIO MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$713.6M RAUM · 1 reps · 844-882-0193
40
WOODSON CAPITAL MANAGEMENT, LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.16B RAUM · 5 reps · 212-716-2624
40
MONTICELLOAM, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗fund
$1.90B RAUM · 49 reps · 646-844-3600
40
PHASE 3 CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.28B RAUM · 4 reps · 312-858-3800 · p3cm.com
40
MARCYPEN CAPITAL PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.06B RAUM · 14 reps · 424-421-6040 · marcypen.com
38
CREO CAPITAL PARTNERS MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$394.2M RAUM · 5 reps · 305-998-0078 · creocapitalpartners.com
38
SOVEREIGN'S CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$867.2M RAUM · 28 reps · 404-260-2798 · sovereignscapital.com
35
TRIATOMIC CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$181.8M RAUM · 4 reps · 917-887-0705 · hkcap.com
35
GROUP RMC INVESTMENT ADVISOR LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$28.4M RAUM · 2 reps · 917-503-9730 · grouprmc.com
35
EIDE BAILLY ADVISORS, LLC — moved its main office from FARGO, ND to SIOUX FALLS, SD. IAPD ↗institutional
$0 RAUM · 1 reps · 605-339-1999
35
ALTEGRIS ADVISORS, LLC — moved its main office from LA JOLLA, CA to SAN JUAN CAPISTRANO, CA. IAPD ↗institutional
$234.1M RAUM · 1 reps · 858-459-7040
33
CALVERT STREET CAPITAL PARTNERS, INC. — moved its main office from LUTHERVILLE, MD to TOWSON, MD. IAPD ↗fund
$389.2M RAUM · 16 reps · 443-573-3700
33
CREO CAPITAL PARTNERS MANAGEMENT LLC — moved its main office from GREENWOOD VILLAGE, CO to MIAMI, FL. IAPD ↗fund
$394.2M RAUM · 5 reps · 305-998-0078 · creocapitalpartners.com
33
KENT LAKE PR LLC — moved its main office from ANASCO, PR to RINCON, PR. IAPD ↗fund
$496.5M RAUM · 1 reps · 415-799-2720
30
RIVERROCK ASSET MANAGEMENT LLC — moved its main office from AUSTIN, TX to HOUSTON, TX. IAPD ↗fund
$148.3M RAUM · 7 reps · 713-375-1300 · riverrockam.com
30
CREDIT VALUE PARTNERS, LLC — moved its main office from GREENWICH, CT to SARASOTA, FL. IAPD ↗fund
$161.5M RAUM · 2 reps · 203-893-4700
30
TRIATOMIC CAPITAL — moved its main office from NEW YORK, NY to PALO ALTO, CA. IAPD ↗fund
$181.8M RAUM · 4 reps · 917-887-0705 · hkcap.com
15
PARALLEL49 EQUITY — moved its main office from LAKE FOREST, IL to VANCOUVER, . IAPD ↗foreign
$179.1M RAUM · 5 reps · +1 604 646 4367

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.