← Tributary

Office IT & facilities — January 2025

Managed IT, telecom, and facilities for new offices.

117 firms opened this window in the January 2025 SEC roster: 92 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
D.A. DAVIDSON & CO. — added office(s): 87 -> 98 additional locations. IAPD ↗
$36.18B RAUM · 410 reps · 406-727-4200 · dadavidson.com
55
FRANKLIN ADVISERS, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$467.02B RAUM · 254 reps · (650) 312-3000
55
SAVANT WEALTH MANAGEMENT — added office(s): 39 -> 40 additional locations. IAPD ↗
$28.60B RAUM · 185 reps · 815-227-0300 · savantwealth.com
55
THOMAS DOLL — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.42B RAUM · 11 reps · 925.939.2500 · thomasdoll.com
55
CAPSTONE FINANCIAL ADVISORS INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.12B RAUM · 25 reps · 630-241-0833 · capstone-advisors.com
55
MOISAND FITZGERALD TAMAYO, LLC — added office(s): 2 -> 11 additional locations. IAPD ↗
$1.03B RAUM · 9 reps · 407-869-6228
55
REDW WEALTH LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.00B RAUM · 9 reps · 505-998-3200
55
GRIES FINANCIAL PARTNERS — added office(s): 6 -> 9 additional locations. IAPD ↗
$1.28B RAUM · 17 reps · 833-309-9900 · gries.com
55
WAVERLY ADVISORS, LLC — added office(s): 28 -> 34 additional locations. IAPD ↗
$14.54B RAUM · 141 reps · 205-871-3334 · waverly-advisors.com
55
FRANKLIN TEMPLETON INSTITUTIONAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$28.93B RAUM · 28 reps · (212) 632-3000
55
TORTOISE INVESTMENT MANAGEMENT, LLC — added office(s): 1 -> 14 additional locations. IAPD ↗
$1.46B RAUM · 16 reps · 914-686-0024 · tortoiseinvestment.com
55
SRS CAPITAL ADVISORS, LLC — added office(s): 5 -> 11 additional locations. IAPD ↗
$1.44B RAUM · 15 reps · 303-633-5900 · simondavisinc.com
55
CLEAR HARBOR ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.46B RAUM · 14 reps · 212-867-7310
55
MODERA WEALTH MANAGEMENT, LLC — added office(s): 21 -> 26 additional locations. IAPD ↗
$12.53B RAUM · 100 reps · (201) 768-4600
55
FOURSTAR WEALTH ADVISORS, LLC — added office(s): 25 -> 26 additional locations. IAPD ↗
$1.02B RAUM · 39 reps · (312) 667-1750 · timeto.planyourexitstrategy.com
55
COMPOUND PLANNING — added office(s): 44 -> 45 additional locations. IAPD ↗
$1.40B RAUM · 13 reps · 888-533-9364 · lifeplan2retire.com
55
ONEASCENT FINANCIAL SERVICES LLC — added office(s): 31 -> 32 additional locations. IAPD ↗
$1.79B RAUM · 39 reps · 205-313-9142 · adventurefinancial.net
55
EVERSOURCE WEALTH ADVISORS, LLC — added office(s): 23 -> 25 additional locations. IAPD ↗
$2.69B RAUM · 40 reps · 205-982-5515 · clarionwealth.com
55
ALERA INVESTMENT ADVISORS, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
$2.73B RAUM · 52 reps · (847) 457-3000 · aleragroup.com
55
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$6.51B RAUM · 24 reps · 860-596-8126
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 39 -> 42 additional locations. IAPD ↗
$6.26B RAUM · 133 reps · (813) 575-2652 · concurrentboca.com
53
WEINBERGER ASSET MANAGEMENT, INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$360.2M RAUM · 3 reps · 310-442-8472 · wamasset.com
53
AMERICA FIRST INVESTMENT ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$476.0M RAUM · 7 reps · 402-991-3388
53
WINANS INVESTMENTS — added office(s): 1 -> 2 additional locations. IAPD ↗
$258.2M RAUM · 2 reps · 800-494-6267
53
CTS FINANCIAL PLANNING, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$298.7M RAUM · 4 reps · 312-337-1040
53
CONSOLIDATED PORTFOLIO REVIEW CORP — added office(s): 17 -> 19 additional locations. IAPD ↗
$905.6M RAUM · 28 reps · 631-845-5100 · 3dwealthadvisory.com
53
COPPERLEAF CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$255.1M RAUM · 4 reps · 919-787-9725
53
HOPWOOD FINANCIAL SERVICES, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$548.1M RAUM · 6 reps · 703-787-0008
53
NAMCOA — added office(s): 7 -> 8 additional locations. IAPD ↗
$277.7M RAUM · 17 reps · (239) 593-5525 · dstnews.org
53
MACROVIEW INVESTMENT MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$270.9M RAUM · 4 reps · 301-907-6794
53
DESTINY WEALTH PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$996.8M RAUM · 11 reps · 352.343.2700
53
EQUITA FINANCIAL NETWORK, INC. — added office(s): 13 -> 14 additional locations. IAPD ↗
$283.1M RAUM · 13 reps · 800.604.0176
53
BOSTONPREMIER WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
$322.4M RAUM · 5 reps · (617) 934-1100
53
STRATA WEALTH ADVISORS, LLC — added office(s): 0 -> 10 additional locations. IAPD ↗
$795.5M RAUM · 11 reps · (214) 420-7020 · stratawealth.com
53
ORBA WEALTH ADVISORS, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
$257.1M RAUM · 16 reps · (312) 670-6262
53
INSPIRE ADVISORS, LLC — added office(s): 28 -> 29 additional locations. IAPD ↗
$835.3M RAUM · 45 reps · 877-859-6383 · inspireadvisors.com
53
CONVERGENCE FINANCIAL — added office(s): 9 -> 10 additional locations. IAPD ↗
$422.4M RAUM · 13 reps · (573) 818-2264
53
ALETHEIAN WEALTH ADVISORS LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$350.0M RAUM · 5 reps · 425-458-2840 · aletheianadvisors.com
53
PALUMBO WEALTH MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$322.7M RAUM · 4 reps · (516) 629-7073 · palumbowm.com
53
ALPHA FINANCIAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$295.0M RAUM · 3 reps · (859) 785-2660
53
WEALTHPLAN INVESTMENT MANAGEMENT LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$988.9M RAUM · 8 reps · 402-691-0200
53
RIDGECREST WEALTH PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$542.8M RAUM · 2 reps · 415-260-2616 · ridgecrestwp.com
53
GADDIS PREMIER WEALTH ADVISORS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$278.6M RAUM · 7 reps · 580-745-8133
53
WEALTH SCIENCE ADVISORS LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$368.9M RAUM · 7 reps · 678-837-5438 · wealthscienceadvisors.net
53
ETHOS FINANCIAL GROUP, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$913.9M RAUM · 20 reps · 484-889-7270 · ethosfg.com
53
PORTSIDE WEALTH GROUP, LLC — added office(s): 33 -> 34 additional locations. IAPD ↗
$884.8M RAUM · 37 reps · 385-412-1222
53
CRUX WEALTH ADVISORS — added office(s): 3 -> 5 additional locations. IAPD ↗
$250.8M RAUM · 13 reps · 562.735.3875
50
BRADFORD FINANCIAL CENTER — added office(s): 3 -> 4 additional locations. IAPD ↗
$209.8M RAUM · 12 reps · 515.532.6661 · bradfordfinancialcenter.com
50
THE FOUNDRY FINANCIAL GROUP, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$207.9M RAUM · 5 reps · 603-528-5171
50
ORION CAPITAL MANAGEMENT LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$218.5M RAUM · 3 reps · (619) 319-0520 · sierra-ws.com
50
LONGVIEW FINANCIAL ADVISORS, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
$180.5M RAUM · 4 reps · 256-534-1196 · longviewfa.com
50
PRINCE FINANCIAL ADVISORY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$50.6M RAUM · 1 reps · 212-286-1372
50
ALPHA DOG ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$168.1M RAUM · 2 reps · 401-351-4900
50
SYNTAL CAPITAL PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$60.3M RAUM · 1 reps · 432-262-8111 · syntal.com
50
SHADOWRIDGE ASSET MANAGEMENT, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$108.5M RAUM · 6 reps · 888-434-1427
50
VANGUARD CAPITAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$194.6M RAUM · 0 reps · 844-861-7504 · vcapwa.com
50
XYPN INVEST — added office(s): 15 -> 17 additional locations. IAPD ↗
$133.3M RAUM · 15 reps · (360) 301-7579 · hundredfp.com
50
INVEST CAPITAL PARTNERS — added office(s): 4 -> 5 additional locations. IAPD ↗
$144.5M RAUM · 9 reps · 937-557-3200 · mwm.financial
50
PROXY WEALTH ADVISORS LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$132.8M RAUM · 12 reps · 646-289-5075 · proxywealth.com
50
SUCCESS WEALTH MANAGEMENT LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
$40.1M RAUM · 14 reps · 724-934-8128
50
THEPARTNERS WEALTH MANAGEMENT — added office(s): 10 -> 11 additional locations. IAPD ↗
$172.5M RAUM · 7 reps · 800-324-3010 · wilkinswealthmanagement.com
50
BLUEPRINT FINANCIAL ADVISORS — added office(s): 13 -> 14 additional locations. IAPD ↗
$132.5M RAUM · 14 reps · 336-609-7522 · buildyourblueprint.com
50
EARNED WEALTH — added office(s): 9 -> 10 additional locations. IAPD ↗
$106.6M RAUM · 7 reps · (914) 417-4556 · earnedwealth.com
50
WINNOW WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$101.0M RAUM · 3 reps · 254-776-8400 · winnowwealth.com
50
ALLIO ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
$234,911 RAUM · 3 reps · (845) 475-7905 · alliocapital.com
50
ARTA FINANCE — added office(s): 0 -> 1 additional locations. IAPD ↗
$59.1M RAUM · 18 reps · 650-318-3898
50
ALPHA ZERO LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$172.0M RAUM · 6 reps · (561) 576-2599 · alphazerowealth.com
50
ATHENA WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$107.7M RAUM · 1 reps · (408) 684-3705 · athenawm.com
50
BROADSTREET GLOBAL ADVISORS, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$102.7M RAUM · 4 reps · 914-427-8036 · broadstreetglobaladvisors.com
50
MARIDEA WEALTH MANAGEMENT — added office(s): 7 -> 8 additional locations. IAPD ↗
$25.2M RAUM · 9 reps · 269-598-0939 · marideawealth.com
50
FOGUTH WEALTH MANAGEMENT, LLC. — added office(s): 9 -> 10 additional locations. IAPD ↗
$237.0M RAUM · 10 reps · (810) 522-5650
50
DECISIONMAP WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$177.4M RAUM · 4 reps · (703) 520-1160 · decisionmap.com
50
BROADSTREET FAMILY OFFICE LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · (914) 427-8036 · broadstreetfamilyoffice.com
50
EXPRESSIVE WEALTH LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$124.8M RAUM · 7 reps · 847-595-8812 · expressivewealth.com
50
CORNERSTONE ALTERNATIVES — added office(s): 1 -> 2 additional locations. IAPD ↗
$103.3M RAUM · 2 reps · 315-416-3384 · cornerstonealternatives.com
50
HARBORFRONT FINANCIAL GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗
$0 RAUM · 4 reps · 231-843-1516 · custerfinancialadvisors.com
50
LIFT ASSET MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · 303-887-1729
50
CANTATA WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$32.3M RAUM · 3 reps · 844-226-8282 · cantatawealth.com
50
SMITH WYND CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 3 reps · (615) 794-8881 · smithwynd.com
50
AERIE ADVISORY GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 2 reps · (253) 209-7425
50
EULAV ASSET MANAGEMENT — moved its main office from NEW YORK, NY to SARASOTA, FL. IAPD ↗
$4.79B RAUM · 5 reps · 212-907-1900 · eulavam.com
48
FINANCIAL CONNECTIONS GROUP, INC. — moved its main office from CORTE MADERA, CA to LARKSPUR, CA. IAPD ↗
$427.2M RAUM · 3 reps · 415-924-1091 · financialconnections.com
48
ASPEN INVESTMENT MANAGEMENT INC. — moved its main office from ADA, MI to GRAND RAPIDS, MI. IAPD ↗
$257.1M RAUM · 4 reps · 616-361-2500 · aspenim.com
48
PRAIRIE SKY FINANCIAL GROUP — moved its main office from WESTCHESTER, IL to LAKE BLUFF, IL. IAPD ↗
$275.6M RAUM · 2 reps · 847-512-8820
48
RIDGECREST WEALTH PARTNERS, LLC — moved its main office from MILL VALLEY, CA to SAN RAFAEL, CA. IAPD ↗
$542.8M RAUM · 2 reps · 415-260-2616 · ridgecrestwp.com
48
503 CAPITAL PARTNERS, LLC — moved its main office from OVERLAND PARK, KS to LEAWOOD, KS. IAPD ↗
$382.0M RAUM · 10 reps · 913-279-0177 · 503capitalpartners.com
45
KENSINGTON FINANCIAL ADVISORS LLC — moved its main office from FLORHAM PARK, NJ to ROSELAND, NJ. IAPD ↗
$130.0M RAUM · 2 reps · 201-201-0439 · kfinadvisors.com
45
MARIACA WEALTH MANAGEMENT, LLC — moved its main office from LAKE WORTH, FL to WELLINGTON, FL. IAPD ↗
$212.1M RAUM · 2 reps · 561-650-8061 · fiduciaryessentials.com
45
NEWDAY — moved its main office from TIBURON, CA to SOUTHBURY, CT. IAPD ↗
$175.4M RAUM · 3 reps · 415-935-0550
45
KENNON-GREEN & CO. — moved its main office from NEWPORT BEACH, CA to NEW ALBANY, OH. IAPD ↗
$129.5M RAUM · 2 reps · (614) 656-3638 · kennongreen.com
45
ABLE WEALTH MANAGEMENT LLC — moved its main office from LAKEWOOD, NJ to TOMS RIVER, NJ. IAPD ↗
$244.4M RAUM · 6 reps · 212-634-7842
45
OAKMONT WEALTH ADVISORY, LLC — moved its main office from RESTON, VA to COLUMBIA, MD. IAPD ↗
$96.2M RAUM · 2 reps · 443-741-9101 · whiteoakwealthmanagement.com
45
PALADINO WEALTH — moved its main office from CONROE, TX to MONTGOMERY, TX. IAPD ↗
$129.1M RAUM · 2 reps · (936) 444-2583 · paladinowealth.com
45
AEM ASSET MANAGEMENT, LLC — moved its main office from SOMERSET, NY to SOMERSET, NJ. IAPD ↗
$127.9M RAUM · 2 reps · 973-714-6437 · aemadvisory.com
45
CALLAHAN FINANCIAL PLANNING — moved its main office from OMAHA, NE to COUNCIL BLUFFS, IA. IAPD ↗
$100.4M RAUM · 5 reps · (800) 991-5195 · callahanfp.com
45
QUANTBASE — moved its main office from NEW YORK CITY, NY to NEW YORK, NY. IAPD ↗
$20.0M RAUM · 1 reps · 9296821617 · getquantbase.com
45
ATHENA WEALTH MANAGEMENT, LLC — moved its main office from INCLINE VILLAGE, NV to RENO, NV. IAPD ↗
$107.7M RAUM · 1 reps · (408) 684-3705 · athenawm.com
45
PUBLIC TRUST ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$81.14B RAUM · 16 reps · 855-395-3954 · publictrustadvisors.com
40
SENVEST MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$3.67B RAUM · 14 reps · 212-202-3250 · senvest.com
40
ALPHADYNE ASSET MANAGEMENT LP — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$115.31B RAUM · 21 reps · 212-806-3700 · adyne.com
40
HUDSON BAY CAPITAL MANAGEMENT LP — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$31.12B RAUM · 100 reps · (475) 900-9550 · hudsonbaycapital.com
40
BLUEARC CAPITAL MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$1.68B RAUM · 4 reps · 404-419-6130 · bluearccapital.com
40
FS GLOBAL ADVISOR, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.65B RAUM · 15 reps · 215-220-6651
40
ACTIVANT CAPITAL GROUP LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1.24B RAUM · 8 reps · 203-489-9080 · activantcapital.com
40
ARC70 ADVISERS LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.34B RAUM · 6 reps · (415) 322-3260 · arc70.com
40
MARTIS CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.96B RAUM · 18 reps · 202-975-1281
35
ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$25.0M RAUM · 4 reps · (646) 270-4224 · artesianinvest.com
35
OBRA CAPITAL MANAGEMENT, LLC. — moved its main office from AUSTIN, TX to NEW YORK, NY. IAPD ↗fund
$2.68B RAUM · 54 reps · 8773150520 · obra.com
35
HUDSON BAY CAPITAL MANAGEMENT LP — moved its main office from GREENWICH, CT to STAMFORD, CT. IAPD ↗fund
$31.12B RAUM · 100 reps · (475) 900-9550 · hudsonbaycapital.com
35
NEWFOUND RESEARCH LLC — moved its main office from WELLESLEY HILLS, MA to ST. PETERSBURG, FL. IAPD ↗institutional
$122.1M RAUM · 2 reps · (617) 531-9773 · blog.thinknewfound.com
35
OBRA FUND MANAGEMENT, LLC — moved its main office from AUSTIN, TX to NEW YORK, NY. IAPD ↗institutional
$0 RAUM · 18 reps · 8773150520
33
PARALLAXES CAPITAL — moved its main office from NEW YORK, NY to LOS ANGELES, CA. IAPD ↗fund
$389.1M RAUM · 3 reps · 217-255-3906
33
PINEGROVE OPPORTUNITY PARTNERS LLC — moved its main office from MENLO PARK, CA to SAN FRANCISCO, CA. IAPD ↗fund
$804.1M RAUM · 7 reps · 626-676-0710 · pinegrovecp.com
30
RAVEN MUSIC PARTNERS LLC — moved its main office from NEW YORK, NY to PALM BEACH GARDENS, FL. IAPD ↗fund
$248.5M RAUM · 13 reps · 212-966-7926
25
RAYMOND JAMES (USA) LTD — added office(s): 60 -> 65 additional locations. IAPD ↗foreign
$1.54B RAUM · 125 reps · 877-570-7558 · rjlu.com
23
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$922.8M RAUM · 3 reps · 41583176400 · jsafrasarasin.com
18
INDIA CAPITAL MANAGEMENT LIMITED — moved its main office from EBENE, to TRIANON, . IAPD ↗foreign
$398.9M RAUM · 5 reps · 230.404.8800 · indiacapital.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.