← Tributary

Office IT & facilities — February 2025

Managed IT, telecom, and facilities for new offices.

161 firms opened this window in the February 2025 SEC roster: 114 new office, 47 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
RBC CAPITAL MARKETS, LLC — added office(s): 320 -> 360 additional locations. IAPD ↗
$259.96B RAUM · 5680 reps · 212-858-7000 · us.rbcwealthmanagement.com
55
EARNED WEALTH ADVISORS, LLC — added office(s): 1 -> 11 additional locations. IAPD ↗
$1.42B RAUM · 20 reps · 925.939.2500 · thomasdoll.com
55
GCM GROSVENOR L.P. — added office(s): 1 -> 2 additional locations. IAPD ↗
$82.44B RAUM · 159 reps · 312-506-6500
55
COLDSTREAM WEALTH MANAGEMENT — added office(s): 6 -> 7 additional locations. IAPD ↗
$10.67B RAUM · 151 reps · 425-283-1600
55
LBMC INVESTMENT ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.95B RAUM · 3 reps · 615-377-4603
55
SLOY, DAHL & HOLST, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.34B RAUM · 5 reps · 503-248-9800 · sdh-inc.com
55
IMA ADVISORY SERVICES, INC. — added office(s): 6 -> 8 additional locations. IAPD ↗
$2.66B RAUM · 31 reps · 316-266-6574
55
WAVERLY ADVISORS, LLC — added office(s): 34 -> 35 additional locations. IAPD ↗
$14.54B RAUM · 141 reps · 205-871-3334
55
CITY NATIONAL ROCHDALE — added office(s): 9 -> 10 additional locations. IAPD ↗
$68.18B RAUM · 126 reps · 212-702-3500 · cnr.com
55
APRIO WEALTH MANAGEMENT, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$1.84B RAUM · 23 reps · 404-892-9651 · wealth.aprio.com
55
S.B. VALUE PARTNERS, L.P. — added office(s): 3 -> 4 additional locations. IAPD ↗
$3.55B RAUM · 6 reps · 844-728-2583
55
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.12B RAUM · 7 reps · (408) 217-2000 · wrpwealth.com
55
PURE FINANCIAL ADVISORS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$6.29B RAUM · 56 reps · 877-222-6044 · purefinancial.com
55
SOLTIS INVESTMENT ADVISORS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$6.82B RAUM · 45 reps · 435-674-1600 · soltisadvisors.com
55
APTUS CAPITAL ADVISORS, LLC — added office(s): 13 -> 17 additional locations. IAPD ↗
$5.29B RAUM · 16 reps · 251-517-7198 · aptuscapitaladvisors.com
55
RMR WEALTH BUILDERS, INC. — added office(s): 25 -> 26 additional locations. IAPD ↗
$1.70B RAUM · 43 reps · (201) 836-2460
55
FOURSTAR WEALTH ADVISORS, LLC — added office(s): 26 -> 27 additional locations. IAPD ↗
$1.02B RAUM · 39 reps · (312) 667-1750 · timeto.planyourexitstrategy.com
55
ONE WEALTH MAP, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$1.10B RAUM · 5 reps · 702-470-2660
55
THE PATRIOT FINANCIAL GROUP, LLC — added office(s): 24 -> 25 additional locations. IAPD ↗
$2.12B RAUM · 46 reps · 508-251-6100
55
SOUND INCOME STRATEGIES, LLC — added office(s): 68 -> 84 additional locations. IAPD ↗
$3.49B RAUM · 111 reps · 954-487-1860 · blisswealthmanagement.com
55
ONE DAY IN JULY LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.09B RAUM · 10 reps · (802) 503-8280 · eventbrite.com
55
BRYN MAWR CAPITAL MANAGEMENT, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
$3.04B RAUM · 32 reps · 215.731.1820 · bmt.com
55
U.S. CAPITAL WEALTH ADVISORS, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$6.82B RAUM · 64 reps · 713-366-0500
55
MAG CAP — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.15B RAUM · 13 reps · 601-362-5872
55
BISON WEALTH, LLC — added office(s): 15 -> 16 additional locations. IAPD ↗
$2.75B RAUM · 66 reps · 404-841-2224 · zenithretirement.com
55
GUARDIAN WEALTH ADVISORS, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
$1.66B RAUM · 23 reps · 919-874-1900 · silowealth.com
55
HUB INVESTMENT PARTNERS, LLC — added office(s): 23 -> 28 additional locations. IAPD ↗
$7.32B RAUM · 50 reps · 512-600-5390
55
HOMRICH BERG — added office(s): 7 -> 9 additional locations. IAPD ↗
$15.20B RAUM · 80 reps · 404-264-1400 · homrichbergfamilyoffice.com
55
SAVVY — added office(s): 11 -> 39 additional locations. IAPD ↗
$1.30B RAUM · 52 reps · 833-745-6789
53
RANDOLPH CO INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$808.4M RAUM · 2 reps · [513]891-7144
53
GABLES CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$348.9M RAUM · 3 reps · 305-374-9121 · gablescapital.com
53
MONUMENT GROUP WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$535.6M RAUM · 3 reps · 978-369-7705 · monumentgroupcompanies.com
53
CONSOLIDATED PORTFOLIO REVIEW CORP — added office(s): 19 -> 22 additional locations. IAPD ↗
$905.6M RAUM · 28 reps · 631-845-5100 · 3dwealthadvisory.com
53
FORTITUDE ADVISORY GROUP L.L.C. — added office(s): 8 -> 9 additional locations. IAPD ↗
$429.6M RAUM · 17 reps · 253-470-4977 · p3wm.com
53
SNIDER FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$315.8M RAUM · 5 reps · 425-453-7080
53
PRIVATE CLIENT SERVICES, LLC — added office(s): 19 -> 20 additional locations. IAPD ↗
$845.8M RAUM · 50 reps · 502-451-0600
53
SECURE ASSET MANAGEMENT, L.L.C. — added office(s): 21 -> 25 additional locations. IAPD ↗
$599.6M RAUM · 48 reps · 248-414-1562 · re-transition.com
53
INVESTOR FAN — added office(s): 9 -> 10 additional locations. IAPD ↗
$427.7M RAUM · 10 reps · 425-372-7517 · thewaytoinvest.com
53
FSA INVESTMENT GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$709.5M RAUM · 9 reps · (850) 696-1550
53
MBE WEALTH MANAGEMENT, LLC — added office(s): 5 -> 8 additional locations. IAPD ↗
$859.6M RAUM · 10 reps · 608-372-5521 · mbewealth.com
53
VIRTUS ADVISERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$567.1M RAUM · 7 reps · 800-248-7971
53
WT WEALTH MANAGEMENT, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$311.1M RAUM · 15 reps · 800-825-0616
53
CYPRESS CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$401.0M RAUM · 6 reps · 615-467-6075
53
RIVERPATH INVESTMENTS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$310.6M RAUM · 3 reps · 916-467-9290
53
WEALTH ADVISORS NW — added office(s): 9 -> 10 additional locations. IAPD ↗
$264.1M RAUM · 7 reps · 971-249-9930
53
NIA IMPACT CAPITAL — added office(s): 0 -> 2 additional locations. IAPD ↗
$446.5M RAUM · 4 reps · 510-319-9221 · niaimpactadvisors.com
53
PRACTICE FINANCIAL GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
$295.4M RAUM · 7 reps · (541) 973-2602 · pfg-investments.com
53
IGNITE PLANNERS LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
$941.8M RAUM · 36 reps · 619-504-1907 · atlaswealthmgmt.com
53
PCG WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$765.5M RAUM · 23 reps · (913) 323-3112 · pcgstrategies.com
53
PGI WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$934.4M RAUM · 7 reps · (888) 493-9022
53
SAGE ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$482.4M RAUM · 4 reps · 206-516-7991 · sageadvisorsllc.com
53
RISKBRIDGE ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$633.0M RAUM · 6 reps · (203) 658-6055
53
WEALTH EFFECTS — added office(s): 5 -> 6 additional locations. IAPD ↗
$405.8M RAUM · 9 reps · 617-465-2560 · w-effects.com
53
COVE PRIVATE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$269.9M RAUM · 2 reps · 516-588-1123 · coveprivatewealth.com
53
VICTORY FINANCIAL — added office(s): 6 -> 24 additional locations. IAPD ↗
$687.6M RAUM · 34 reps · (512) 763-7671 · victoryfinancialgroup.com
53
CORNERSTONE ADVISORS LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$273.7M RAUM · 9 reps · 501-943-7132
53
ELEVATUS WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$346.5M RAUM · 4 reps · 585-565-4450 · elevatuswealth.com
53
HS WEALTH PARTNERS — added office(s): 2 -> 4 additional locations. IAPD ↗
$397.6M RAUM · 3 reps · (505) 361-2223 · hswealthpartners.com
53
BRADY MARTZ WEALTH SOLUTIONS, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$599.4M RAUM · 4 reps · 701-223-1717
53
PARKWOODS WEALTH PARTNERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$403.5M RAUM · 3 reps · 315-757-1100 · parkwoodswealth.com
53
STONE TEMPLE PARTNERS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$600.1M RAUM · 4 reps · (203) 253-1823
53
MORANGIE MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$578.0M RAUM · 4 reps · 908-285-6686 · morangiemanagement.com
53
TFR CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$327.6M RAUM · 5 reps · 800-765-0397 · tfr-inc.com
50
KAISER WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$34.6M RAUM · 1 reps · 307-634-1547
50
DBS INVESTMENT ADVISERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$228.7M RAUM · 3 reps · 800-327-2377 · dbsia.net
50
FENWAY FINANCIAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$236.5M RAUM · 2 reps · 617-704-7805 · fenway-financial.com
50
ADVISOR.INVESTMENTS — added office(s): 1 -> 7 additional locations. IAPD ↗
$195.5M RAUM · 4 reps · 225-292-0687
50
LIFETIME WEALTH MANAGEMENT P.C. — added office(s): 0 -> 1 additional locations. IAPD ↗
$184.2M RAUM · 5 reps · 972-771-0650 · lifetimewm.com
50
FREESTATE ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$159.6M RAUM · 9 reps · 913-890-2065 · freestateadvisors.com
50
CLS FINANCIAL ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$166.7M RAUM · 3 reps · (503) 244-8879 · clsadvisors.com
50
KOKUA CAPITAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$192.1M RAUM · 2 reps · 312 994-2390 · kokuacap.com
50
NEW MILLENNIUM GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗
$200.6M RAUM · 8 reps · 801-446-9950
50
HILTON HEAD CAPITAL PARTNERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$228.2M RAUM · 3 reps · 843-790-7573
50
CENTERFIN — added office(s): 0 -> 1 additional locations. IAPD ↗
$4.0M RAUM · 2 reps · 646-518-7913
50
GOALFUSION WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$199.2M RAUM · 3 reps · 512-593-6367 · goalfusion.com
50
MISSION FINANCIAL GROUP, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$232.8M RAUM · 5 reps · 808-445-9965
50
ELYSIUM WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$116.0M RAUM · 6 reps · 801-735-8407 · saltwealthpartners.com
50
THEPARTNERS WEALTH MANAGEMENT — added office(s): 11 -> 12 additional locations. IAPD ↗
$172.5M RAUM · 7 reps · 800-324-3010 · oceanpointefg.com
50
BLUEPRINT FINANCIAL ADVISORS — added office(s): 14 -> 15 additional locations. IAPD ↗
$132.5M RAUM · 14 reps · 336-609-7522 · bluegrasscapadv.com
50
PINNACLE WEALTH MANAGEMENT, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$181.7M RAUM · 3 reps · 916-772-0807 · pinnacle-mgmt.com
50
THE WEALTH BOUTIQUE — added office(s): 2 -> 7 additional locations. IAPD ↗
$94.1M RAUM · 7 reps · 908-955-0077 · tanisfingroup.com
50
AMERITY WEALTH MANAGEMENT, LLC — added office(s): 12 -> 15 additional locations. IAPD ↗
$141.0M RAUM · 14 reps · (863) 683-1750 · ameritywm.com
50
SLP WEALTH — added office(s): 16 -> 17 additional locations. IAPD ↗
$29.2M RAUM · 17 reps · (910) 315-0973
50
ACCELERATE RETIREMENT — added office(s): 11 -> 12 additional locations. IAPD ↗
$242.8M RAUM · 24 reps · 888-439-7071 · sapers-wallack.com
50
EVERGREEN WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$110.5M RAUM · 16 reps · 888-884-0557 · evergreenmoney.com
50
NECTARINE — added office(s): 18 -> 25 additional locations. IAPD ↗
$0 RAUM · 24 reps · (858) 779-0115 · hellonectarine.com
50
TIDE COVE CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$142.1M RAUM · 2 reps · 858-224-3507 · tidecovecapital.com
50
LORD AND RICHARDS — added office(s): 0 -> 1 additional locations. IAPD ↗
$95.5M RAUM · 8 reps · 720-214-6801
50
SMART STEPS WEALTH MANAGEMENT LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$60.9M RAUM · 1 reps · 314-970-2377 · smartstepswealth.com
50
ZERO DAY CAPITAL ENTERPRISES LLC — added office(s): 0 -> 6 additional locations. IAPD ↗
$35.2M RAUM · 7 reps · 702 271 3265 · zerodaycapital.com
50
A&M PRIVATE WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$103.2M RAUM · 11 reps · 561-437-6738
50
TERRAFIRMA WEALTH PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$83.0M RAUM · 1 reps · 925-587-8882 · terrafirmawealth.com
50
ARCHLIGHT WEALTH MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$0 RAUM · 2 reps · 2016613416
50
INDIVISIBLE PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · 732-306-5490 · indivisible.com
50
PITCAIRN WEALTH ADVISORS LLC — added office(s): 0 -> 8 additional locations. IAPD ↗
$0 RAUM · 1 reps · 215-881-6144 · pitcairn.com
50
TRANSAMERICA FINANCIAL ADVISORS, LLC — moved its main office from ST PETERSBURG, FL to PHILADELPHIA, PA. IAPD ↗
$1.62B RAUM · 1127 reps · 727-299-1800
50
FENIMORE ASSET MANAGEMENT, INC. — moved its main office from ALBANY, NY to COBLESKILL, NY. IAPD ↗
$5.43B RAUM · 24 reps · 518-234-4393
50
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. — moved its main office from SOUTHFIELD, MI to BLOOMFIELD HILLS, MI. IAPD ↗
$1.97B RAUM · 6 reps · 248-358-3220
50
MAG CAP — moved its main office from JACKSON, MS to RIDGELAND, MS. IAPD ↗
$1.15B RAUM · 13 reps · 601-362-5872
50
BISON WEALTH, LLC — moved its main office from HARTWELL, GA to ATLANTA, GA. IAPD ↗
$2.75B RAUM · 66 reps · 404-841-2224 · zenithretirement.com
48
FIDUCIARY ADVISORS, LLC — moved its main office from SALT LAKE CITY, UT to COTTONWOOD HEIGHTS, UT. IAPD ↗
$402.7M RAUM · 2 reps · (267) 534-2490 · managedplan.com
48
HFM WEALTH MANAGEMENT — moved its main office from HARTFORD, CT to WEST HARTFORD, CT. IAPD ↗
$713.0M RAUM · 5 reps · 860-241-0028
48
ARGYLE CAPITAL MANAGEMENT, LLC — moved its main office from BETHLEHEM, PA to CENTER VALLEY, PA. IAPD ↗
$317.1M RAUM · 3 reps · 610-997-3777 · argylecapital.net
48
TARGETED FINANCIAL SERVICES, LLC — moved its main office from NEPTUNE CITY, NJ to SEMINOLE, FL. IAPD ↗
$282.6M RAUM · 3 reps · 732-750-9880 · targetedfinancial.com
48
ABG CONSULTANTS — moved its main office from SALT LAKE CITY, UT to COTTONWOOD HEIGHTS, UT. IAPD ↗
$511.9M RAUM · 3 reps · 801-486-5069 · consultabg.com
48
FCF ADVISORS LLC — moved its main office from NEW YORK, NY to ORLANDO, FL. IAPD ↗
$795.6M RAUM · 3 reps · 212-217-2597
48
GLOBAL TRUST — moved its main office from WEST PALM BEACH, FL to PALM BEACH GARDENS, FL. IAPD ↗
$440.5M RAUM · 5 reps · 561-472-0191
48
DENTIST ADVISORS — moved its main office from SOUTH JORDAN, UT to SALT LAKE CITY, UT. IAPD ↗
$383.6M RAUM · 7 reps · 801-748-1243
48
JULEX CAPITAL MANAGEMENT — moved its main office from WELLESLEY, MA to NATICK, MA. IAPD ↗
$363.2M RAUM · 2 reps · 781-489-5279
48
VIRTUS ADVISERS, LLC — moved its main office from NEW YORK, NY to HARTFORD, CT. IAPD ↗
$567.1M RAUM · 7 reps · 800-248-7971
48
MUSIC ROW WEALTH MANAGEMENT — moved its main office from FRANKLIN, TN to NASHVILLE, TN. IAPD ↗
$355.9M RAUM · 5 reps · (615) 647-5882 · musicrowwealthmanagement.com
48
ROCKLINE WEALTH MANAGEMENT LLC — moved its main office from PLAINVIEW, NY to ISLIP TERRACE, NY. IAPD ↗
$631.7M RAUM · 5 reps · 516-605-1624
48
TRAVEKA WEALTH, LLC — moved its main office from SAN JOSE, CA to LOS ALTOS, CA. IAPD ↗
$647.9M RAUM · 3 reps · (650) 397-2225 · travekawealth.com
48
JPL WEALTH MANAGEMENT, LLC — moved its main office from HIGHLANDS RANCH, CO to GREENWOOD VILLAGE, CO. IAPD ↗
$300.0M RAUM · 3 reps · 855-575-5752 · jplwm.com
48
MORANGIE MANAGEMENT LLC — moved its main office from MARSHFIELD, MA to VERO BEACH, FL. IAPD ↗
$578.0M RAUM · 4 reps · 908-285-6686 · morangiemanagement.com
45
FINANCIAL LIFE PLANNERS — moved its main office from PHOENIX, AZ to TEMPE, AZ. IAPD ↗
$133.0M RAUM · 3 reps · 480-477-8530
45
ORCA INVESTMENT MANAGEMENT, LLC — moved its main office from ROSEBURG, OR to LAKE OSWEGO, OR. IAPD ↗
$162.1M RAUM · 3 reps · (503)582-9500 · orcaim.com
45
PRIVATE CLIENT GROUP ASSET MANAGEMENT — moved its main office from BEDMINSTER, NJ to GLADSTONE, NJ. IAPD ↗
$125.4M RAUM · 1 reps · 908-719-3024 · privateclientgroupam.com
45
ROCKET DOLLAR ADVISOR, INC. — moved its main office from AUSTIN, TX to LAS VEGAS, NV. IAPD ↗
$0 RAUM · 0 reps · 855-762-5383
45
VOLARIS CAPITAL MANAGEMENT LLC — moved its main office from MILLBURN, NJ to SHORT HILLS, NJ. IAPD ↗
$229.2M RAUM · 3 reps · 973-985-7128 · volariscapital.com
45
JOURNEY BEYOND WEALTH — moved its main office from KENNESAW, GA to ROSWELL, GA. IAPD ↗
$226.1M RAUM · 4 reps · 678-331-7900
45
CARDEA CAPITAL ADVISORS, LLC — moved its main office from ATLANTA, GA to ALPHARETTA, GA. IAPD ↗
$147.5M RAUM · 7 reps · 770-977-7779
45
MISSION FINANCIAL GROUP, LLC — moved its main office from HONOLULU, HI to LAS VEGAS, NV. IAPD ↗
$232.8M RAUM · 5 reps · 808-445-9965
45
THEPARTNERS WEALTH MANAGEMENT — moved its main office from MONTEREY, CA to CARMEL BY THE SEA, CA. IAPD ↗
$172.5M RAUM · 7 reps · 800-324-3010 · oceanpointefg.com
45
OXENFREE FINANCIAL — moved its main office from SATELLITE BEACH, FL to MELBOURNE, FL. IAPD ↗
$168.4M RAUM · 8 reps · 321-722-7882
45
PRAIRIEVIEW WEALTH & TAX ADVISORS — moved its main office from ORLAND PARK, IL to FRANKFORT, IL. IAPD ↗
$163.7M RAUM · 3 reps · 708-326-4750 · prairieviewwealthpartners.com
45
PLANPILOT — added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$3.71B RAUM · 11 reps · 312-973-4911
45
STRIVE ASSET MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$1.08B RAUM · 4 reps · 614-704-0187
40
MMA SECURITIES LLC — added office(s): 27 -> 32 additional locations. IAPD ↗institutional
$0 RAUM · 87 reps · 212-345-5000 · mmaprosperwise.com
40
DEER PARK ROAD MANAGEMENT COMPANY, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.86B RAUM · 8 reps · 970-457-4340 · deerparkrd.com
40
ELDRIDGE CREDIT ADVISERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$7.01B RAUM · 38 reps · 212-895-2000
40
SERENGETI ASSET MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.08B RAUM · 10 reps · 212-672-2220
40
HAYFIN CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.67B RAUM · 14 reps · 646-218-9479 · hayfin.com
40
ODYSSEY INVESTMENT PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$6.09B RAUM · 30 reps · 212-351-7900
40
AMBERJACK CAPITAL PARTNERS, L.P. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.23B RAUM · 8 reps · 281-605-3900 · amberjackcapital.com
40
OPENGATE CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.51B RAUM · 30 reps · 310-432-7000
40
ALIGNED CLIMATE CAPITAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.82B RAUM · 15 reps · 917-754-5489 · alignedclimatecapital.com
40
CAPINSIGHTS PARTNERS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$0 RAUM · 5 reps · 326-740-4710 · capinsights.partners
38
TRPC ADVISORY SERVICES — moved its main office from BRENTWOOD, TN to NASHVILLE, TN. IAPD ↗institutional
$899.2M RAUM · 11 reps · 888-673-5440
35
GENERAL INNOVATION CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$200.0M RAUM · 7 reps · 917-816-1744 · generalinnovation.com
35
GRAMERCY FUNDS MANAGEMENT LLC — moved its main office from GREENWICH, CT to WEST PALM BEACH, FL. IAPD ↗fund
$7.07B RAUM · 28 reps · 203-552-1900
35
ELDRIDGE CREDIT ADVISERS, LLC — moved its main office from CHICAGO, IL to NEW YORK, NY. IAPD ↗fund
$7.01B RAUM · 38 reps · 212-895-2000
35
SERENGETI ASSET MANAGEMENT LP — moved its main office from NEW YORK, NY to WEST PALM BEACH, FL. IAPD ↗fund
$1.08B RAUM · 10 reps · 212-672-2220
35
MATRIX CAPITAL MANAGEMENT COMPANY, LP — moved its main office from WALTHAM, MA to PORTSMOUTH, NH. IAPD ↗fund
$12.09B RAUM · 10 reps · 781-522-4007
35
PNC STEEL CITY ADVISORS, LLC — moved its main office from CHICAGO, IL to PITTSBURGH, PA. IAPD ↗institutional
$27.7M RAUM · 14 reps · 312-454-2922
35
UNIGESTION (US) LTD — moved its main office from JERSEY CITY, NJ to NEW YORK, NY. IAPD ↗fund
$2.69B RAUM · 6 reps · +1 646 449 7670 · unigestion.com
35
WAGN ADVISORY SERVICES, LLC — moved its main office from DENVER, CO to MISSION, KS. IAPD ↗institutional
$0 RAUM · 1 reps · 513-295-6777
33
GRAHAM PARTNERS — moved its main office from NEW YORK, NY to ASHEVILLE, NC. IAPD ↗fund
$836.8M RAUM · 5 reps · 212-808-7430 · grahampartners.com
33
AROSA CAPITAL MANAGEMENT LP — moved its main office from NEW YORK, NY to MIAMI BEACH, FL. IAPD ↗fund
$727.2M RAUM · 9 reps · 212-218-0550 · arosacapital.com
33
SHOREBRIDGE CAPITAL MANAGEMENT, LLC — moved its main office from NEW YORK, NY to SUMMIT, NJ. IAPD ↗fund
$706.4M RAUM · 6 reps · 212-698-8544 · shorebridge.com
33
11 CAPITAL PARTNERS LP — moved its main office from NEW YORK, NY to DARIEN, CT. IAPD ↗fund
$399.3M RAUM · 5 reps · 646-989-3735 · 11capitalpartners.com
33
SCALEBUILDER, LLC — moved its main office from SUMMIT, NJ to NEW YORK, NY. IAPD ↗fund
$252.0M RAUM · 2 reps · 617-224-6046 · scalebuilder.net
33
SATURN FIVE ADVISORS LLC — moved its main office from WHEAT RIDGE, CO to DENVER, CO. IAPD ↗fund
$279.0M RAUM · 3 reps · 303-726-8574 · saturnfive.com
25
CIBC ASSET MANAGEMENT INC. — added office(s): 17 -> 18 additional locations. IAPD ↗foreign
$141.77B RAUM · 362 reps · 877-363-5620
25
RBC PRIVATE COUNSEL (USA) INC. — added office(s): 128 -> 131 additional locations. IAPD ↗foreign
$6.83B RAUM · 1379 reps · 416-955-7782
25
TANAGER WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$1.01B RAUM · 12 reps · 020 3965 6330
23
1832 ASSET MANAGEMENT U.S. INC. — added office(s): 11 -> 13 additional locations. IAPD ↗foreign
$922.3M RAUM · 23 reps · 416-840-7986
20
DUNHILL FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$240.6M RAUM · 6 reps · +44 7514 993 556 · dunhillfinancial.com
20
VENTUM ADVISORS CORP. — added office(s): 3 -> 4 additional locations. IAPD ↗foreign
$25.4M RAUM · 5 reps · 416-572-5523 · ventumadvisors.com
18
BRILLIANCE ASSET MANAGEMENT LIMITED — moved its main office from CENTRAL, HONG KONG, to HONG KONG, . IAPD ↗foreign
$846.3M RAUM · 4 reps · +852 38502633 · brilliancecap.com
15
CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY — moved its main office from KHLONG TOEY, BANGKOK, to KHLONG TAN, KHLONG TOEI, BANGKOK, . IAPD ↗foreign
$0 RAUM · 3 reps · +66 2 566-0815

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.