← Tributary

Office IT & facilities — March 2025

Managed IT, telecom, and facilities for new offices.

186 firms opened this window in the March 2025 SEC roster: 154 new office, 32 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
EDWARD JONES — added office(s): 15075 -> 15321 additional locations. IAPD ↗
$824.99B RAUM · 22226 reps · 314-515-2000 · edwardjones.ca
55
NORTHERN TRUST SECURITIES, INC — added office(s): 20 -> 24 additional locations. IAPD ↗
$1.28B RAUM · 62 reps · 312-557-2000 · northerntrust.com
55
FLAGSTAR ADVISORS, INC. — added office(s): 16 -> 17 additional locations. IAPD ↗
$1.16B RAUM · 47 reps · 646-822-1475
55
CREATIVE PLANNING — added office(s): 79 -> 102 additional locations. IAPD ↗
$217.40B RAUM · 1319 reps · (866) 909-5148
55
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS — added office(s): 8 -> 9 additional locations. IAPD ↗
$22.37B RAUM · 80 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
55
TRANSAMERICA RETIREMENT ADVISORS, LLC — added office(s): 53 -> 158 additional locations. IAPD ↗
$16.16B RAUM · 159 reps · 866-368-0566 · transamerica.com
55
INTELLICENTS INVESTMENT SOLUTIONS INC — added office(s): 8 -> 9 additional locations. IAPD ↗
$6.01B RAUM · 36 reps · 507-377-2919
55
ALTFEST PERSONAL WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.62B RAUM · 19 reps · 212-406-0850
55
COOKSON PEIRCE WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.92B RAUM · 16 reps · 412-471-5320 · cooksonpeirce.com
55
CONSOLIDATED PORTFOLIO REVIEW CORP — added office(s): 22 -> 24 additional locations. IAPD ↗
$1.29B RAUM · 28 reps · 631-845-5100 · wwww.financialresourcesinc.com
55
SAX WEALTH ADVISORS, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
$2.44B RAUM · 24 reps · 973-859-2199
55
PINKERTON WEALTH PARTNERS — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.25B RAUM · 17 reps · 800-634-2008
55
INVESTMENT MANAGEMENT GROUP — added office(s): 8 -> 9 additional locations. IAPD ↗
$5.07B RAUM · 21 reps · 406-655-3960
55
SCS CAPITAL MANAGEMENT LLC — added office(s): 4 -> 9 additional locations. IAPD ↗
$39.64B RAUM · 78 reps · 617-204-6400
55
TFO WEALTH PARTNERS — added office(s): 8 -> 9 additional locations. IAPD ↗
$4.85B RAUM · 55 reps · 419-891-9999 · tfowealth.com
55
PROSPERITY - AN EISNERAMPER COMPANY — added office(s): 8 -> 9 additional locations. IAPD ↗
$2.91B RAUM · 46 reps · 410-363-7211 · prosperityconsult.com
55
WEST FINANCIAL SERVICES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.57B RAUM · 22 reps · 703-847-2500 · westfinancial.com
55
BEAR CREEK ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$7.46B RAUM · 8 reps · 303-459-7333 · bearcreekam.com
55
MERIT FINANCIAL ADVISORS — added office(s): 47 -> 59 additional locations. IAPD ↗
$10.58B RAUM · 144 reps · 678-867-7050 · meritfa.com
55
SEACREST WEALTH MANAGEMENT, LLC — added office(s): 26 -> 27 additional locations. IAPD ↗
$1.56B RAUM · 42 reps · 914-502-1900 · stantongwp.com
55
AVIOR WEALTH MANAGEMENT, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
$5.08B RAUM · 113 reps · 402-218-4064
55
TRAJAN WEALTH, L.L.C. — added office(s): 28 -> 37 additional locations. IAPD ↗
$1.97B RAUM · 38 reps · 480-990-3300
55
NORTHROCK PARTNERS, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
$6.60B RAUM · 50 reps · (612) 367-8800 · facebook.comhttps
55
CABLE HILL PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.98B RAUM · 17 reps · (888) 313-0417 · cablehill.com
55
REVISOR WEALTH MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.72B RAUM · 6 reps · 330-864-9516
55
CLEAR CREEK FINANCIAL MANAGEMENT, LLC — added office(s): 24 -> 30 additional locations. IAPD ↗
$1.47B RAUM · 46 reps · (360) 308-8239 · jackthomasfinancial.com
55
ONE WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.05B RAUM · 12 reps · (415) 729-1770 · onewealth.net
55
ONE WEALTH MAP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.10B RAUM · 6 reps · 702-470-2660
55
PROWELL FINANCIAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$8.09B RAUM · 3 reps · 484-359-4057 · prowell-financial.com
55
LEXAURUM ADVISORS — added office(s): 19 -> 20 additional locations. IAPD ↗
$1.01B RAUM · 30 reps · 913-261-9316 · kowitzfinancialgroup.com
55
LEO WEALTH, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$1.52B RAUM · 29 reps · 817-354-1090
55
STRATEGIC WEALTH GROUP — added office(s): 7 -> 9 additional locations. IAPD ↗
$1.04B RAUM · 19 reps · 952-843-4944 · saltf.com
55
EVERSOURCE WEALTH ADVISORS, LLC — added office(s): 25 -> 27 additional locations. IAPD ↗
$2.69B RAUM · 40 reps · 205-982-5515 · clarionwealth.com
55
VIDENT ASSET MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$8.99B RAUM · 6 reps · 404-267-1501 · videntam.com
55
PROCYON — added office(s): 5 -> 11 additional locations. IAPD ↗
$7.77B RAUM · 34 reps · (475) 232-2704
55
CWS FINANCIAL ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.20B RAUM · 5 reps · (269) 349-4600 · cwsfas.com
55
KMG FIDUCIARY PARTNERS, LLC — added office(s): 4 -> 8 additional locations. IAPD ↗
$1.60B RAUM · 10 reps · (419) 517-8040 · kmgfiduciarypartners.com
55
BLEAKLEY FINANCIAL GROUP, LLC — added office(s): 20 -> 22 additional locations. IAPD ↗
$9.18B RAUM · 152 reps · (973) 575-4180
55
SAPIENT CAPITAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$11.44B RAUM · 22 reps · (317) 719-0157 · sapientcapital.com
55
ASTRA WEALTH MANAGEMENT GROUP — added office(s): 0 -> 2 additional locations. IAPD ↗
$1.30B RAUM · 10 reps · 972-464-1571
53
THOR WEALTH MANAGEMENT INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$557.7M RAUM · 8 reps · 513-271-6777
53
KUTSCHER BENNER BARSNESS & STEVENS, INC. — added office(s): 0 -> 6 additional locations. IAPD ↗
$550.8M RAUM · 6 reps · 206-462-6100 · krbfinancial.com
53
BOURNE LENT ASSET MANAGAMENT, INC. — added office(s): 1 -> 4 additional locations. IAPD ↗
$303.2M RAUM · 3 reps · 845-855-1590 · bournelent.com
53
ASTORIA STRATEGIC WEALTH, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$420.3M RAUM · 8 reps · 888.321.7374
53
DEW WEALTH MANAGEMENT — added office(s): 9 -> 11 additional locations. IAPD ↗
$293.9M RAUM · 21 reps · 480-614-9119
53
AMERICAN MONEY MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$734.0M RAUM · 10 reps · 858-755-0909 · americanmoneymanagement.com
53
WEBSTERROGERS FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$371.8M RAUM · 7 reps · 843-665-6321 · wrfasc.com
53
PRIVATE WEALTH GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$281.8M RAUM · 2 reps · 813-226-1900
53
DISCIPLINED EQUITY MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$389.7M RAUM · 2 reps · (904) 222-0280 · demgt.com
53
UHLER VERTICH WHITE ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$466.8M RAUM · 5 reps · 239-936-6300
53
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$350.1M RAUM · 5 reps · 386-253-1980 · kswwealthmanagement.com
53
STRATEGIC INVESTMENT SOLUTIONS, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
$910.0M RAUM · 12 reps · 708-645-8820 · sisfp.com
53
PRECISION FINANCIAL SERVICES — added office(s): 3 -> 4 additional locations. IAPD ↗
$367.7M RAUM · 11 reps · 973-927-6300 · precisionfinancialservices.com
53
SUMMIT PLACE FINANCIAL ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$256.4M RAUM · 4 reps · 908-517-5880
53
BLUEPRINT INVESTING LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$346.6M RAUM · 2 reps · 415-963-9815 · blueprintinvest.com
53
FINANCIAL ENHANCEMENT GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
$831.5M RAUM · 18 reps · 765-640-1524
53
FSA INVESTMENT GROUP, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$709.5M RAUM · 9 reps · (850) 696-1550
53
PROVIDER FINANCIAL, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$281.0M RAUM · 2 reps · (317)706-0890 · provider-financial.com
53
PROFESSIONAL FINANCIAL ADVISORS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$614.1M RAUM · 6 reps · 308-534-8210
53
SUNPOINTE INVESTMENTS — added office(s): 3 -> 4 additional locations. IAPD ↗
$559.2M RAUM · 9 reps · (314) 880-0821 · sunpointeinvestments.com
53
HOWARD BAILEY SECURITIES, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$463.3M RAUM · 14 reps · 260-482-9559
53
GOLDEN RESERVE RETIREMENT, LLC — added office(s): 16 -> 41 additional locations. IAPD ↗
$310.9M RAUM · 17 reps · 855-456-4777 · goldenreserve.com
53
SILVER GROVE ADVISORY SERVICES — added office(s): 8 -> 9 additional locations. IAPD ↗
$256.4M RAUM · 16 reps · 716-800-4291 · silvergrovegroup.com
53
IRONBRIDGE PRIVATE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$314.8M RAUM · 4 reps · 512-327-8901
53
MRA ADVISORY GROUP — added office(s): 3 -> 4 additional locations. IAPD ↗
$293.6M RAUM · 8 reps · 844.672.7623
53
INVICTA FINANCIAL GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
$251.0M RAUM · 10 reps · 928-344-8000 · invictafg.com
53
LIBRA WEALTH LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$473.7M RAUM · 4 reps · (408) 721-1633 · librawealth.com
53
LIFEWORKS ADVISORS, LLC — added office(s): 24 -> 29 additional locations. IAPD ↗
$742.3M RAUM · 33 reps · (616) 200-6512 · brightadvisers.com
53
COMPASS ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$644.1M RAUM · 5 reps · (516) 938-2400 · compassadvisors.com
53
MA PRIVATE WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$584.1M RAUM · 5 reps · (650) 232-2021 · maprivatewealth.com
53
4J WEALTH MANAGEMENT, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$294.1M RAUM · 4 reps · (703) 566-9573
53
SANDBOX FINANCIAL PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$575.2M RAUM · 8 reps · (301) 214-4190
53
PRECISION WEALTH STRATEGIES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$386.3M RAUM · 7 reps · 314-994-6460 · precisionwealthstrategies.com
53
TURNING POINT FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$310.0M RAUM · 16 reps · 301-846-9336 · tpfinancial.com
53
BOOKENDS FINANCIAL PLANNING — added office(s): 3 -> 4 additional locations. IAPD ↗
$289.0M RAUM · 5 reps · 317-859-2502
53
STORGE — added office(s): 0 -> 1 additional locations. IAPD ↗
$720.7M RAUM · 3 reps · 7859692515 · storgepartners.com
53
APRICUS WEALTH LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$272.4M RAUM · 4 reps · 610-329-4899 · apricuswealth.com
53
NORTHSTAR ADVISORY GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$334.4M RAUM · 3 reps · 833-226-0400 · thenorthstaradvisorygroup.com
53
SAFEGUARD WEALTH MANAGEMENT — added office(s): 6 -> 7 additional locations. IAPD ↗
$601.0M RAUM · 4 reps · 920-544-0576 · safeguardinvest.com
53
CORNERSTONE PLANNING GROUP — added office(s): 4 -> 6 additional locations. IAPD ↗
$650.0M RAUM · 15 reps · 973-487-3220 · cspgllc.com
53
FIVE OCEANS ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$408.1M RAUM · 4 reps · (310) 507-9180
53
VANCE WEALTH — added office(s): 2 -> 3 additional locations. IAPD ↗
$736.1M RAUM · 11 reps · 888-775-0950
53
ROOTED WEALTH ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
$318.3M RAUM · 7 reps · 866.766.8332 · retirerwa.com
53
CLARENDON PRIVATE LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$344.3M RAUM · 4 reps · (617) 927 7999
53
CARR FINANCIAL GROUP — added office(s): 3 -> 4 additional locations. IAPD ↗
$648.4M RAUM · 5 reps · (508) 795-0264 · carrfinancial.com
53
MAINSAIL FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$268.2M RAUM · 3 reps · (425) 502-7693
53
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$272.4M RAUM · 5 reps · 608-784-9100
53
ETHOS FINANCIAL GROUP, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$913.9M RAUM · 20 reps · 484-889-7270 · ethosfg.com
53
BASE WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$269.9M RAUM · 6 reps · 941-203-6040
53
AURELIUS FAMILY OFFICE, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$265.9M RAUM · 5 reps · 603-413-6060
53
UPTICK PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$688.1M RAUM · 7 reps · (936) 800-0800
53
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$641.8M RAUM · 8 reps · 937-644-0351
53
PITCAIRN WEALTH ADVISORS LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$775.8M RAUM · 2 reps · 215-881-6144 · pitcairn.com
50
UMB FINANCIAL SERVICES, INC. — added office(s): 14 -> 15 additional locations. IAPD ↗
$3.1M RAUM · 51 reps · 816-842-2222 · umb.com
50
SETCHFIELD ASSET MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$171.0M RAUM · 1 reps · 303-627-1099 · setchfieldassociates.com
50
KCD FINANCIAL, INC. — added office(s): 15 -> 17 additional locations. IAPD ↗
$182.6M RAUM · 27 reps · 920-347-3400 · kcdfinancial.com
50
U.S. WEALTH GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$154.3M RAUM · 1 reps · 516-682-9800
50
FINANCIAL INSTITUTION SERVICES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$220.4M RAUM · 2 reps · 248-661-8190 · adviceman.net
50
CHELSEA ADVISORY SERVICES, INC — added office(s): 18 -> 21 additional locations. IAPD ↗
$126.9M RAUM · 22 reps · 718-967-8400 · chfs.com
50
BANKPLUS WEALTH ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
$186.1M RAUM · 13 reps · 601-607-4290 · bankplus.net
50
DELPHINUS FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$132.6M RAUM · 2 reps · 781-780-2439 · delphinusfa.com
50
WELCY CAPITAL ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$171.4M RAUM · 3 reps · 786.353.0036 · welcycap.com
50
EMPIRIC INSTITUTIONAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$8.2M RAUM · 3 reps · 512-583-0160 · empiricinstitutional.com
50
VALUE INVESTMENT PROFESSIONALS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$141.9M RAUM · 4 reps · 646-383-7757 · valueinvestmentprofessionals.com
50
CAPITAL CITY WEALTH MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$126.0M RAUM · 3 reps · (701) 250-7220
50
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$152.0M RAUM · 6 reps · 813-443-0879
50
DIPSEA CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$103.0M RAUM · 3 reps · 415-925-9022 · dipseacapital.com
50
APTUS FINANCIAL, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$0 RAUM · 10 reps · 501-907-1993
50
PEAK WEALTH MANAGEMENT LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$137.7M RAUM · 3 reps · 603-488-2476
50
CROSS STATE FINANCIAL GROUP LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$166.8M RAUM · 9 reps · 800-621-6974
50
ST. JAMES INVESTMENT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$46.5M RAUM · 4 reps · (631) 979-6520 · stjamesia.com
50
SMITH BRUER ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$198.2M RAUM · 5 reps · 850-877-0803 · smithbruer.com
50
TREEHOUSE WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$184.8M RAUM · 3 reps · 415-887-1416
50
AVANT FINANCIAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$158.5M RAUM · 2 reps · 512-910-2467
50
ACCESS SOFTEK ADVISORY SERVICES — added office(s): 3 -> 4 additional locations. IAPD ↗
$6.3M RAUM · 4 reps · 510-848-0606 · accesssoftek.com
50
SPYRNAL FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$117.9M RAUM · 2 reps · 239.282.2835
50
THOMPSON CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$183.1M RAUM · 3 reps · (312) 278 1003 · thompsoncm.com
50
WHARTON MIDMARKET INVESTMENT ADVISORS INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$222.4M RAUM · 2 reps · 2036069696
50
CAPITAL CS GROUP, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$175.4M RAUM · 3 reps · 949-447-5405
50
FOREFRONT — added office(s): 3 -> 4 additional locations. IAPD ↗
$239.8M RAUM · 7 reps · 512-617-1984
50
ELEVATION ADVISORY PARTNERS LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$205.8M RAUM · 7 reps · 913-827-4588 · harrisoncapitalmanagement.com
50
ELEVATION WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
$113.4M RAUM · 2 reps · 952-905-3042
50
WINCAP FINANCIAL LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$153.3M RAUM · 5 reps · (617) 590-3250 · wincapfinancial.com
50
TRUEWEALTH FINANCIAL PARTNERS — added office(s): 0 -> 2 additional locations. IAPD ↗
$224.7M RAUM · 3 reps · 425-615-7360 · truewealthfp.com
50
MARIDEA WEALTH MANAGEMENT — added office(s): 8 -> 9 additional locations. IAPD ↗
$25.2M RAUM · 9 reps · 269-598-0939 · hartshornegroup.com
50
ACCELERATE RETIREMENT — added office(s): 12 -> 13 additional locations. IAPD ↗
$242.8M RAUM · 25 reps · 888-439-7071 · accelerateretirement.com
50
NECTARINE — added office(s): 25 -> 26 additional locations. IAPD ↗
$0 RAUM · 25 reps · (858) 779-0115 · hellonectarine.com
50
WAYSTONE ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$136.1M RAUM · 4 reps · (425) 484-0045 · waystoneadvisors.com
50
BROADSTREET FAMILY OFFICE LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$0 RAUM · 1 reps · (914) 427-8036 · broadstreetfamilyoffice.com
50
CATALYST WEALTH MANAGEMENT LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
$47.7M RAUM · 14 reps · 832-657-7735 · catalystfg.com
50
ZERO DAY CAPITAL ENTERPRISES LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
$35.2M RAUM · 10 reps · 702 271 3265 · zerodaycapital.com
50
WHITWELL ADVISORS — added office(s): 3 -> 6 additional locations. IAPD ↗
$112.6M RAUM · 6 reps · 512-766-7775
50
OLD BRIDGE WEALTH, INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$38.7M RAUM · 3 reps · 347-723-8943 · oldbridgewealth.com
50
PLUM POINTE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$206.7M RAUM · 2 reps · 401-228-8258
50
D'ORAZIO WEALTH ADVISORS — moved its main office from FALLS CHURCH, VA to VIENNA, VA. IAPD ↗
$1.32B RAUM · 6 reps · 703-269-3100
50
C2 PRIVATE WEALTH — moved its main office from LIVONIA, MI to NOVI, MI. IAPD ↗
$1.18B RAUM · 11 reps · 248-567-6688 · retirementplanningedu.com
50
UNISON — moved its main office from WASHINGTON, DC to PROVIDENCE, RI. IAPD ↗
$1.81B RAUM · 1 reps · 646-290-7697 · unisonadvisors.com
50
QUANTUM FINANCIAL ADVISORS, LLC — moved its main office from EL SEGUNDO, CA to SANTA MONICA, CA. IAPD ↗
$1.23B RAUM · 11 reps · (424) 447-8268
48
GS INVESTMENT INC — moved its main office from MINNEAPOLIS, MN to EAGAN, MN. IAPD ↗
$270.9M RAUM · 3 reps · 612-371-0590 · gsinvestments.com
48
THREADGILL FINANCIAL, LLC — moved its main office from SPRING, TX to THE WOODLANDS, TX. IAPD ↗
$376.1M RAUM · 2 reps · 713-893-5635 · threadgillfinancial.com
48
T. ANTON INVESTMENT HOUSE, INC. — moved its main office from MIDDLETON, WI to MADISON, WI. IAPD ↗
$274.9M RAUM · 2 reps · 608-501-1549 · tantoninvestmenthouse.com
48
SUMMIT WEALTH GROUP LLC — moved its main office from WHITE RIVER JUNCTION, VT to EXETER, NH. IAPD ↗
$656.3M RAUM · 8 reps · 802-295-5300 · summitwg.com
48
PINE HARBOR WEALTH MANAGEMENT LLC — moved its main office from SILVER SPRING, MD to FAIRFAX, VA. IAPD ↗
$444.8M RAUM · 1 reps · 703-589-9100 · pineharborwealth.com
48
COMMONWEALTH FINANCIAL SERVICES — moved its main office from PARKERSBURG, WV to VIENNA, WV. IAPD ↗
$774.8M RAUM · 11 reps · 304-422-3531 · cfswv.com
45
CONCORDE FINANCIAL RESOURCES — moved its main office from WILKESBORO, NC to YORK, SC. IAPD ↗
$211.2M RAUM · 2 reps · 336-838-4100 · concordefinancialresources.com
45
CROSSGATE WEALTH ADVISORS, LLC — moved its main office from YARDLEY, PA to NEWTOWN, PA. IAPD ↗
$236.2M RAUM · 3 reps · (215) 860-2234
45
DAVIS FINANCIAL MANAGEMENT, INC. — moved its main office from LEAWOOD, KS to OVERLAND PARK, KS. IAPD ↗
$125.6M RAUM · 1 reps · (913) 890-7279 · davisfinancialmanagement.com
45
REDWOOD GROVE WEALTH MANAGEMENT — moved its main office from LARKSPUR, CA to SAN RAFAEL, CA. IAPD ↗
$131.8M RAUM · 2 reps · 415-737-5003 · redwoodgrovewm.com
45
ANKERSTAR WEALTH, LLC — moved its main office from ROUND ROCK, TX to LEANDER, TX. IAPD ↗
$107.6M RAUM · 6 reps · 512-614-0085
45
ARES FINANCIAL CONSULTING LLC — moved its main office from SHERMAN OAKS, CA to CALABASAS, CA. IAPD ↗
$193.3M RAUM · 4 reps · 818-986-1479
45
BAYBRIDGE CAPITAL GROUP, LLC — moved its main office from PLEASANTON, CA to LIVERMORE, CA. IAPD ↗
$162.2M RAUM · 2 reps · (888) 440-2224 · baybridgecg.com
45
ONE WEALTH INVESTORS — moved its main office from MIAMI BEACH, FL to BOCA RATON, FL. IAPD ↗
$153.2M RAUM · 3 reps · (561) 289-8105 · onewealthinvestors.com
45
ACCESS SOFTEK ADVISORY SERVICES — moved its main office from BERKELEY, CA to NAPERVILLE, IL. IAPD ↗
$6.3M RAUM · 4 reps · 510-848-0606 · accesssoftek.com
45
BRAZOS WEALTH ADVISORS LLC — moved its main office from IOWA PARK, TX to FORT WORTH, TX. IAPD ↗
$130.8M RAUM · 2 reps · 682-350-1055 · brazoswa.com
45
WAGNER WEALTH MANAGEMENT, CORP. — moved its main office from SUGARLOAF, PA to CONYNGHAM, PA. IAPD ↗
$100.8M RAUM · 2 reps · 570-987-6244 · wwmcorp.com
45
MAVROS CAPITAL MANAGEMENT, LLC — moved its main office from LOS ANGELES, CA to BEVERLY HILLS, CA. IAPD ↗
$0 RAUM · 3 reps · (424) 522-2524 · mavroscapitalgroup.com
45
ARIMATHEA — moved its main office from POWELL, WY to SOUTH COAST METRO, CA. IAPD ↗
$2.7M RAUM · 3 reps · 707-813-7070 · arimatheainvesting.com
45
MERKKURI WEALTH ADVISORS LLC — moved its main office from HICKSVILLE, NY to JERICHO, NY. IAPD ↗
$156.2M RAUM · 2 reps · 516-268-3446
45
INVESCO INVESTMENT ADVISERS LLC — added office(s): 1 -> 4 additional locations. IAPD ↗institutional
$4.63B RAUM · 28 reps · 713-214-1919 · invesco.com
45
KA FUND ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$3.26B RAUM · 10 reps · 713-493-2020 · kaynefunds.com
45
HOLBROOK HOLDINGS, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$2.30B RAUM · 3 reps · 678-400-3980 · holbrookholdings.com
43
PNC STEEL CITY ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$532.3M RAUM · 15 reps · 312-454-2922
40
TFG ASSET MANAGEMENT L.P. — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$19.69B RAUM · 54 reps · 212-359-7300
40
RM ADVISER, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$175.1M RAUM · 3 reps · 310-907-7129 · realtymogul.com (website for realty mogul, co., the parent company of rm adviser, llc)
40
BOFA SECURITIES, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$0 RAUM · 314 reps · 646-743-2734 · bofaml.com
40
APERTURE INVESTORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$4.36B RAUM · 23 reps · 212-521-5180
40
VESTED FINANCE — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 7 reps · 310-895-3927 · vested.co.in
40
QUADRATURE US INC. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$14.28B RAUM · 89 reps · 646-224-7425
40
PUBLIC EQUITY PARTNERS — moved its main office from WALTHAM, MA to FRAMINGHAM, MA. IAPD ↗institutional
$6.75B RAUM · 18 reps · 781-373-6900
40
ONEAMERICA INVESTMENT ADVISORY SERVICES LLC — moved its main office from INDIANAPOLIS, IN to WINDSOR, CT. IAPD ↗institutional
$5.09B RAUM · 6 reps · 860-580-4414
38
PARAFI CAPITAL LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$945.0M RAUM · 8 reps · (203) 326-1321 · parafi.com
38
CORTEN REAL ESTATE MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$468.8M RAUM · 10 reps · 215-500-4950
35
CAPITAL UNITED, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$0 RAUM · 0 reps · (424) 279-8308 · capunited.com
35
STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$128.8M RAUM · 3 reps · 214-845-7254 · stratos.xyz
35
TFJ MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$178.6M RAUM · 2 reps · 617-877-7752
35
GATEMORE — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$213.7M RAUM · 4 reps · 1 212-251-6700 · gvpclimate.com
35
VESTED FINANCE — moved its main office from EL SEGUNDO, CA to DURHAM, NC. IAPD ↗institutional
$0 RAUM · 7 reps · 310-895-3927 · vested.co.in
35
PACIFIC COAST FIDUCIARY LLC — moved its main office from SHERMAN OAKS, CA to CALABASAS, CA. IAPD ↗institutional
$0 RAUM · 2 reps · 818-986-1479 · pacificcoastfiduciary.com
30
STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC — moved its main office from NEWPORT BEACH, CA to MIAMI, FL. IAPD ↗fund
$128.8M RAUM · 3 reps · 214-845-7254 · stratos.xyz
30
EXCOLERE EQUITY PARTNERS, LLC — moved its main office from SANTA MONICA, CA to LOS ANGELES, CA. IAPD ↗fund
$190.0M RAUM · 7 reps · 310-867-2758 · excolerepartners.com
30
GATEMORE — moved its main office from ASPEN, CO to NEW YORK, NY. IAPD ↗fund
$213.7M RAUM · 4 reps · 1 212-251-6700 · gvpclimate.com
25
7RIDGE LIMITED — added office(s): 0 -> 2 additional locations. IAPD ↗foreign
$1.19B RAUM · 7 reps · +44 20 8148 1378 · 7ridge.com
20
SWISS FINANCE MANAGEMENT INTERNATIONAL SA — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$56.2M RAUM · 4 reps · 41797837160 · swissfim.com
20
VIKING HARBOUR INVESTMENT SOLUTIONS LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$0 RAUM · 0 reps · 44 79 66916636
20
UTI INVESTMENTS AMERICA LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$0 RAUM · 2 reps · 65 8499 0103
15
SUPERFUND ADVISORS, INC. — moved its main office from ST. GEORGE'S, to ST. GEORGE, . IAPD ↗foreign
$0 RAUM · 0 reps · 1-473-439-6704

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.