← Tributary

Office IT & facilities — April 2025

Managed IT, telecom, and facilities for new offices.

1108 firms opened this window in the April 2025 SEC roster: 964 new office, 144 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
J.P. MORGAN SECURITIES LLC — added office(s): 3411 -> 3559 additional locations. IAPD ↗
$352.61B RAUM · 8097 reps · 800-999-2000
55
OPPENHEIMER & CO. INC. — added office(s): 117 -> 123 additional locations. IAPD ↗
$32.42B RAUM · 1295 reps · 212-668-8000 · oppenheimer.com
55
ESI FINANCIAL ADVISORS — added office(s): 230 -> 257 additional locations. IAPD ↗
$2.45B RAUM · 430 reps · 800-344-7437 · equity-services.com
55
GOLDMAN SACHS & CO. LLC — added office(s): 24 -> 35 additional locations. IAPD ↗
$233.16B RAUM · 2318 reps · 212-902-1000
55
STIFEL, NICOLAUS & COMPANY, INCORPORATED — added office(s): 460 -> 486 additional locations. IAPD ↗
$171.21B RAUM · 3045 reps · 314-342-2000 · ruderinvestmentgroup.com
55
PRINCIPAL SECURITIES, INC. — added office(s): 384 -> 437 additional locations. IAPD ↗
$14.83B RAUM · 1436 reps · 888-774-6267
55
WILLIAM BLAIR & COMPANY L.L.C. — added office(s): 9 -> 10 additional locations. IAPD ↗
$58.33B RAUM · 201 reps · 312-236-1600
55
DAVENPORT & COMPANY LLC — added office(s): 26 -> 29 additional locations. IAPD ↗
$22.47B RAUM · 216 reps · 804-780-2000
55
MEANS WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.31B RAUM · 13 reps · 1-207-947-6763
55
STATE FARM INVESTMENT MANAGEMENT CORP. — added office(s): 0 -> 17 additional locations. IAPD ↗
$11.29B RAUM · 150 reps · 800-447-0740
55
HORNOR, TOWNSEND & KENT, LLC — added office(s): 160 -> 163 additional locations. IAPD ↗
$7.75B RAUM · 398 reps · 215-957-7300 · htk.com
55
HILLTOP SECURITIES INC. — added office(s): 17 -> 19 additional locations. IAPD ↗
$2.25B RAUM · 91 reps · 214-953-4000 · advisors.hilltopsecurities.com
55
AMERIPRISE FINANCIAL SERVICES, LLC — added office(s): 150 -> 157 additional locations. IAPD ↗
$564.62B RAUM · 12636 reps · 612-671-3131
55
LPL FINANCIAL LLC — added office(s): 17453 -> 18523 additional locations. IAPD ↗
$618.92B RAUM · 28347 reps · 704-733-3300
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED — added office(s): 3542 -> 3779 additional locations. IAPD ↗
$1511.09B RAUM · 25753 reps · 800-637-7455 · pbig.ml.com
55
COMMONWEALTH FINANCIAL NETWORK — added office(s): 1613 -> 1762 additional locations. IAPD ↗
$209.74B RAUM · 3150 reps · 781-736-0700 · slideshare.net
55
ROBERT W. BAIRD & CO. INCORPORATED — added office(s): 179 -> 206 additional locations. IAPD ↗
$342.14B RAUM · 3047 reps · 414-765-3500
55
LPL ENTERPRISE, LLC — added office(s): 4 -> 1075 additional locations. IAPD ↗
$18.86B RAUM · 3130 reps · 704-733-3300 · lpl.com
55
PRIMERICA ADVISORS — added office(s): 1704 -> 1754 additional locations. IAPD ↗
$11.16B RAUM · 3732 reps · 833-786-0550
55
WELLS FARGO ADVISORS — added office(s): 866 -> 1197 additional locations. IAPD ↗
$197.36B RAUM · 2274 reps · 314-875-3000 · stories.wf.com
55
MONEY CONCEPTS ADVISORY SERVICE — added office(s): 24 -> 25 additional locations. IAPD ↗
$3.33B RAUM · 431 reps · 561-472-2000
55
HUNTINGTON FINANCIAL ADVISORS — added office(s): 766 -> 787 additional locations. IAPD ↗
$6.34B RAUM · 398 reps · 800.322.4600 · huntington.com
55
FIRST HORIZON ADVISORS, INC — added office(s): 69 -> 77 additional locations. IAPD ↗
$13.62B RAUM · 169 reps · 1-800-213-3702 · firsthorizon.com
55
U.S. BANCORP INVESTMENTS, INC. — added office(s): 1644 -> 1645 additional locations. IAPD ↗
$19.30B RAUM · 919 reps · 800-888-4700
55
THRIVENT INVESTMENT MANAGEMENT INC. — added office(s): 1111 -> 1169 additional locations. IAPD ↗
$17.50B RAUM · 2774 reps · 800-847-4836 · thrivent.com
55
HSBC SECURITIES (USA) INC. — added office(s): 62 -> 63 additional locations. IAPD ↗
$3.23B RAUM · 376 reps · 212-525-2879 · us.hsbc.com
55
ADVICE AND PLANNING SERVICES — added office(s): 137 -> 147 additional locations. IAPD ↗
$34.34B RAUM · 1041 reps · 212-490-9000
55
WORLD ADVISORY SERVICES — added office(s): 94 -> 96 additional locations. IAPD ↗
$1.73B RAUM · 118 reps · 732-758-9300 · buyholdplus.com, http
55
OSAIC WEALTH, INC. — added office(s): 1670 -> 3791 additional locations. IAPD ↗
$200.27B RAUM · 6276 reps · 800-821-5100 · icmfinancial.com
55
OSAIC INSTITUTIONS, INC. — added office(s): 557 -> 574 additional locations. IAPD ↗
$4.02B RAUM · 446 reps · 203-599-6000 · osaic.com
55
ARVEST WEALTH MANAGEMENT — added office(s): 180 -> 181 additional locations. IAPD ↗
$2.82B RAUM · 216 reps · 888-916-2121 · share.arvest.com
55
SUNBELT SECURITIES — added office(s): 13 -> 18 additional locations. IAPD ↗
$2.02B RAUM · 68 reps · 713-965-9510 · cwrawl.com
55
VALIC FINANCIAL ADVISORS, INC. — added office(s): 148 -> 246 additional locations. IAPD ↗
$26.37B RAUM · 1239 reps · 866-544-4968
55
FIRST CITIZENS INVESTOR SERVICES, INC. — added office(s): 107 -> 113 additional locations. IAPD ↗
$2.10B RAUM · 148 reps · 800-229-0205
55
PARK AVENUE SECURITIES LLC — added office(s): 399 -> 427 additional locations. IAPD ↗
$15.00B RAUM · 1963 reps · 1-888-600-4667 · vestwise.com
55
SILVER OAK SECURITIES, INC. — added office(s): 76 -> 82 additional locations. IAPD ↗
$2.03B RAUM · 106 reps · 731-668-3825 · silveroaksecurities.com
55
MIDWESTERN SECURITIES TRADING CO.,LLC — added office(s): 71 -> 76 additional locations. IAPD ↗
$1.63B RAUM · 41 reps · 309-699-6786
55
SANFORD C. BERNSTEIN & CO., LLC — added office(s): 23 -> 24 additional locations. IAPD ↗
$1.65B RAUM · 0 reps · 615-622-0000
55
HENSSLER FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$3.40B RAUM · 40 reps · 770-429-9166
55
STRATEGIC ADVISERS LLC — added office(s): 2 -> 240 additional locations. IAPD ↗
$1067.66B RAUM · 16178 reps · 617-563-7000 · reddit.com
55
AVANTAX ADVISORY SERVICES — added office(s): 1580 -> 1923 additional locations. IAPD ↗
$46.11B RAUM · 2278 reps · 972-870-6000
55
CAPITAL ADVISORS, INC. — added office(s): 9 -> 11 additional locations. IAPD ↗
$6.15B RAUM · 33 reps · (866) 230-5879 · capadvfunds.com
55
PRIVATE MANAGEMENT GROUP INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$4.52B RAUM · 20 reps · 949-752-7500 · privatemanagementgroup.com
55
MONETA GROUP INVESTMENT ADVISORS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$42.80B RAUM · 220 reps · 314-726-2300
55
EATON VANCE MANAGEMENT — added office(s): 2 -> 5 additional locations. IAPD ↗
$84.88B RAUM · 189 reps · 617-482-8260
55
GAMCO ASSET MANAGEMENT INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
$10.46B RAUM · 39 reps · 914-921-5000
55
CONGRESS ASSET MANAGEMENT COMPANY, LLP — added office(s): 0 -> 1 additional locations. IAPD ↗
$14.19B RAUM · 27 reps · 800-542-7888
55
1834 INVESTMENT ADVISORS CO. — added office(s): 5 -> 7 additional locations. IAPD ↗
$1.03B RAUM · 16 reps · (414) 615-1012 · 1834investmentadvisors.com
55
R M DAVIS INC — added office(s): 1 -> 2 additional locations. IAPD ↗
$7.27B RAUM · 24 reps · 207-774-0022 · rmdavis.com
55
T. ROWE PRICE ASSOCIATES, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$1934.23B RAUM · 533 reps · 410-345-2000 · troweprice.com
55
HALBERT HARGROVE — added office(s): 15 -> 25 additional locations. IAPD ↗
$3.52B RAUM · 35 reps · 562-435-5657
55
CETERA INVESTMENT ADVISERS LLC — added office(s): 1614 -> 4816 additional locations. IAPD ↗
$163.79B RAUM · 6825 reps · 310-257-7880 · ceteraholdings.com
55
GODSEY & GIBB WEALTH MANAGEMENT — added office(s): 1 -> 3 additional locations. IAPD ↗
$1.40B RAUM · 11 reps · 804-285-7333
55
TRUEPOINT, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$5.39B RAUM · 37 reps · 513-792-6648 · truepointwealth.com
55
WARWICK PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.14B RAUM · 4 reps · (979) 260-9777 · warwickpartners.net
55
BARINGS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$345.21B RAUM · 419 reps · 704-805-7200
55
POLEN CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$37.70B RAUM · 43 reps · 1-561-241-2425
55
WEALTHSPIRE ADVISORS — added office(s): 21 -> 24 additional locations. IAPD ↗
$25.79B RAUM · 185 reps · (212) 973-1200
55
VICTORY CAPITAL MANAGEMENT INC. — added office(s): 10 -> 11 additional locations. IAPD ↗
$152.29B RAUM · 135 reps · 877-660-4400
55
SMITH SHELLNUT WILSON — added office(s): 1 -> 6 additional locations. IAPD ↗
$8.02B RAUM · 14 reps · 601-605-1776 · ssw1776.com
55
AVANTAX PLANNING PARTNERS, INC. — added office(s): 108 -> 173 additional locations. IAPD ↗
$6.93B RAUM · 254 reps · 563-582-2855 · avantax.com
55
MANULIFE INVESTMENT MANAGEMENT (US) LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$201.36B RAUM · 144 reps · 617-375-1500
55
VANGUARD ADVISERS, INC. — added office(s): 2107 -> 2225 additional locations. IAPD ↗
$300.43B RAUM · 1567 reps · 610-669-1000
55
BOK FINANCIAL PRIVATE WEALTH, INC. — added office(s): 7 -> 8 additional locations. IAPD ↗
$3.19B RAUM · 19 reps · 303-539-0100 · bokfinancialprivatewealth.com
55
UBS ASSET MANAGEMENT (AMERICAS) LLC — added office(s): 15 -> 17 additional locations. IAPD ↗
$542.25B RAUM · 263 reps · 212-713-2000
55
WINSLOW CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$27.17B RAUM · 18 reps · 612-376-9100 · winslowcapital.com
55
FIRST TRUST ADVISORS LP — added office(s): 2 -> 4 additional locations. IAPD ↗
$256.33B RAUM · 125 reps · 630-765-8000
55
TEACHERS ADVISORS, LLC — added office(s): 14 -> 19 additional locations. IAPD ↗
$402.99B RAUM · 299 reps · 212-490-9000
55
PPM AMERICA INC — added office(s): 5 -> 6 additional locations. IAPD ↗
$74.48B RAUM · 112 reps · 312-634-2500
55
SAVANT WEALTH MANAGEMENT — added office(s): 40 -> 42 additional locations. IAPD ↗
$29.06B RAUM · 178 reps · 815-227-0300 · savantwealth.com
55
MEDIQUS ASSET ADVISORS, INC. — added office(s): 0 -> 5 additional locations. IAPD ↗
$1.30B RAUM · 6 reps · 312-419-3733 · mediqus.com
55
MORNINGSTAR INVESTMENT MANAGEMENT LLC — added office(s): 25 -> 40 additional locations. IAPD ↗
$76.59B RAUM · 113 reps · 312-696-6000
55
CADINHA & CO LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.07B RAUM · 10 reps · 808-523-9488
55
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$4730.74B RAUM · 727 reps · 617-563-7000
55
SUNCOAST EQUITY MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.87B RAUM · 13 reps · (813) 963-0502 · suncoastequity.com
55
BRIGHTON JONES LLC — added office(s): 18 -> 20 additional locations. IAPD ↗
$14.99B RAUM · 171 reps · 206-258-5000
55
HCR WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.68B RAUM · 8 reps · 310-473-5445
55
PRINCIPAL ASSET MANAGEMENT — added office(s): 19 -> 21 additional locations. IAPD ↗
$364.04B RAUM · 324 reps · 800-787-1621
55
ASSETMARK, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
$77.41B RAUM · 244 reps · 800-664-5345
55
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$11.66B RAUM · 14 reps · 617-235-7100
55
TREK FINANCIAL — added office(s): 32 -> 35 additional locations. IAPD ↗
$2.49B RAUM · 55 reps · (480) 483-1510 · trekwealthadvisors.com
55
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$3.13B RAUM · 2 reps · 305-448-8882 · evensky.com
55
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — added office(s): 63 -> 70 additional locations. IAPD ↗
$4.35B RAUM · 137 reps · 630-600-0500
55
IAG WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.59B RAUM · 14 reps · 262-446-8150
55
MAI CAPITAL MANAGEMENT, LLC — added office(s): 26 -> 29 additional locations. IAPD ↗
$29.63B RAUM · 204 reps · (216) 920-4800
55
BEAM WEALTH ADVISORS, INC. — added office(s): 28 -> 29 additional locations. IAPD ↗
$1.31B RAUM · 17 reps · 985-893-1440
55
AAM — added office(s): 2 -> 3 additional locations. IAPD ↗
$24.03B RAUM · 30 reps · 312-263-2900
55
SENTINEL PENSION ADVISORS INC — added office(s): 10 -> 23 additional locations. IAPD ↗
$10.73B RAUM · 48 reps · 781-914-1450
55
SOL CAPITAL MANAGEMENT CO — added office(s): 9 -> 10 additional locations. IAPD ↗
$2.98B RAUM · 9 reps · 301-881-3727 · sol-capital.com
55
WESTWOOD MANAGEMENT CORP — added office(s): 2 -> 3 additional locations. IAPD ↗
$12.80B RAUM · 76 reps · 214-756-6900 · westwoodgroup.com
55
WESTMINSTER FINANCIAL ADVISORY CORP — added office(s): 12 -> 21 additional locations. IAPD ↗
$1.22B RAUM · 46 reps · 937-898-5010 · westminsterfinanical.com
55
MORGAN STANLEY INVESTMENT MANAGEMENT INC. — added office(s): 8 -> 10 additional locations. IAPD ↗
$619.20B RAUM · 263 reps · 212-761-4000 · morganstanley.com
55
BECKER CAPITAL MANAGEMENT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$4.98B RAUM · 19 reps · 503-223-1720
55
BROOKFIELD PUBLIC SECURITIES GROUP LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$48.29B RAUM · 38 reps · 212-549-8400 · publicsecurities.brookfield.com
55
NEPC, LLC — added office(s): 6 -> 25 additional locations. IAPD ↗
$137.33B RAUM · 126 reps · 617-374-1300
55
BUCKHEAD CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$5.17B RAUM · 12 reps · 404-720-8800 · buckheadcapital.com
55
NEXT CAPITAL MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.78B RAUM · 9 reps · 212-433-1111
55
EAGLE STRATEGIES LLC — added office(s): 849 -> 864 additional locations. IAPD ↗
$25.40B RAUM · 2093 reps · (888) 695-3245
55
ALLSPRING FUNDS MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$318.04B RAUM · 2 reps · 833-568-4255
55
CG ADVISORY SERVICES — added office(s): 25 -> 31 additional locations. IAPD ↗
$4.02B RAUM · 69 reps · 517-339-7662
55
TLG ADVISORS, INC. — added office(s): 96 -> 107 additional locations. IAPD ↗
$1.95B RAUM · 147 reps · 888-371-0013
55
WEALTHCARE CAPITAL MANAGEMENT LLC — added office(s): 18 -> 21 additional locations. IAPD ↗
$3.03B RAUM · 36 reps · 804-644-4711 · gdx360.com
55
CHOREO, LLC — added office(s): 33 -> 34 additional locations. IAPD ↗
$18.23B RAUM · 97 reps · 312-702-1680
55
COOPER MCMANUS — added office(s): 23 -> 24 additional locations. IAPD ↗
$2.56B RAUM · 44 reps · 800-516-5333 · newportinvestors.com
55
U.S. BANCORP ASSET MANAGEMENT, INC. — added office(s): 5 -> 25 additional locations. IAPD ↗
$402.82B RAUM · 63 reps · 717-232-2723 · usbancorpassetmanagement.com
55
GREYCOURT & CO., INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$5.51B RAUM · 20 reps · 412-361-0100
55
EMPOWER ADVISORY GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$159.12B RAUM · 802 reps · 866-575-4977 · empower.com
55
MISSION WEALTH MANAGEMENT, LP — added office(s): 32 -> 37 additional locations. IAPD ↗
$10.02B RAUM · 97 reps · 805-882-2360
55
AFFIANCE FINANCIAL LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$1.15B RAUM · 10 reps · 952-544-9818 · affiancefinancial.com
55
MAIN STREET RESEARCH LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$2.38B RAUM · 16 reps · 860.435.2350
55
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$33.18B RAUM · 31 reps · 213-430-1000
55
ONE CAPITAL MANAGEMENT, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$7.00B RAUM · 46 reps · 805.409.8150 · onecapital.com
55
MCMORGAN & COMPANY LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$7.42B RAUM · 16 reps · 415-788-9300 · mcmorgan.com
55
WAVERLY ADVISORS, LLC — added office(s): 35 -> 38 additional locations. IAPD ↗
$16.13B RAUM · 152 reps · 205-871-3334
55
TRUE NORTH ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$4.48B RAUM · 28 reps · 214-360-7300 · truenorthadvisors.com
55
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — added office(s): 105 -> 144 additional locations. IAPD ↗
$94.63B RAUM · 730 reps · 763-417-1700
55
SYNERGY ASSET MANAGEMENT, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$1.05B RAUM · 9 reps · 206-386-5455 · advisorempowerment.com
55
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$1.37B RAUM · 8 reps · 800-344-4038 · miracenter.com
55
BEACON POINTE ADVISORS, LLC — added office(s): 52 -> 65 additional locations. IAPD ↗
$39.84B RAUM · 355 reps · 949-718-1600
55
MAIN MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.65B RAUM · 20 reps · 415-217-5800
55
PARTNERS CAPITAL INVESTMENT GROUP, LLP — added office(s): 6 -> 7 additional locations. IAPD ↗
$41.48B RAUM · 85 reps · 617-292-2570
55
SYMMETRY PARTNERS — added office(s): 1 -> 3 additional locations. IAPD ↗
$5.72B RAUM · 3 reps · 860-734-2000 · symmetrypartners.com
55
CERTIFIED ADVISORY CORP — added office(s): 5 -> 6 additional locations. IAPD ↗
$2.67B RAUM · 21 reps · 407-869-9800 · apgplanning.com
55
NFP RETIREMENT INC. — added office(s): 26 -> 44 additional locations. IAPD ↗
$118.03B RAUM · 149 reps · 949.460.9898
55
SCS CAPITAL MANAGEMENT LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$43.13B RAUM · 98 reps · 617-204-6400
55
RETIREMENT PLAN ADVISORS, LLC — added office(s): 26 -> 28 additional locations. IAPD ↗
$1.88B RAUM · 44 reps · 312-701-1100 · retirementplanadvisors.com
55
REHMANN WEALTH — added office(s): 12 -> 13 additional locations. IAPD ↗
$4.27B RAUM · 36 reps · 517-316-2400 · rehmann.com
55
ANDERSEN — added office(s): 5 -> 6 additional locations. IAPD ↗
$6.08B RAUM · 51 reps · 571-382-0020
55
THE CAPROCK GROUP, LLC — added office(s): 8 -> 11 additional locations. IAPD ↗
$10.15B RAUM · 36 reps · (208) 368-9600
55
VALEO FINANCIAL ADVISORS, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
$10.64B RAUM · 111 reps · 317.218.6000
55
APRIO WEALTH MANAGEMENT, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
$2.64B RAUM · 24 reps · 404-892-9651 · wealth.aprio.com
55
CARY STREET PARTNERS — added office(s): 17 -> 23 additional locations. IAPD ↗
$8.26B RAUM · 78 reps · (804) 340-8100
55
SUMMITRY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$3.01B RAUM · 14 reps · 650-212-2240 · summitry.com
55
ABACUS WEALTH PARTNERS — added office(s): 13 -> 27 additional locations. IAPD ↗
$3.27B RAUM · 36 reps · 888-422-2287
55
PNC INVESTMENTS — added office(s): 572 -> 610 additional locations. IAPD ↗
$26.53B RAUM · 818 reps · 800-762-6111 · pnc.com
55
BOLTON GLOBAL ASSET MANAGEMENT — added office(s): 65 -> 73 additional locations. IAPD ↗
$7.00B RAUM · 116 reps · 978.779.5361 · boltoncapitalgroup.com
55
CERTUITY, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$3.10B RAUM · 10 reps · 561-693-3255 · certuity.com
55
THE RETIREMENT PLANNING GROUP, LLC — added office(s): 4 -> 8 additional locations. IAPD ↗
$2.65B RAUM · 28 reps · 913-498-8898
55
MCF ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$3.33B RAUM · 18 reps · 859-967-0999 · mcfinstitutional.com
55
PERIGON WEALTH MANAGEMENT, LLC — added office(s): 44 -> 46 additional locations. IAPD ↗
$8.71B RAUM · 82 reps · (877) 977-2555
55
WAYPOINT WEALTH PARTNERS — added office(s): 0 -> 12 additional locations. IAPD ↗
$1.07B RAUM · 5 reps · 877-768-4802 · waypointwp.com
55
BASSO CAPITAL MANAGEMENT, L.P. — added office(s): 0 -> 2 additional locations. IAPD ↗
$2.23B RAUM · 4 reps · 203 352-6100 · bassocap.com
55
REDWOOD INVESTMENTS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.05B RAUM · 7 reps · 617-467-3000 · redwoodinv.com
55
FIAM LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
$270.66B RAUM · 137 reps · 617-563-7000
55
GENERAL ATLANTIC SERVICE COMPANY, L.P. — added office(s): 13 -> 29 additional locations. IAPD ↗
$105.75B RAUM · 406 reps · (212) 715-4000 · generalatlantic.com
55
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — added office(s): 2192 -> 2260 additional locations. IAPD ↗
$102.41B RAUM · 3327 reps · 641-472-5100
55
UNITED CAPITAL FINANCIAL ADVISORS — added office(s): 40 -> 41 additional locations. IAPD ↗
$17.21B RAUM · 138 reps · 972-822-2055
55
KEY INVESTMENT SERVICES LLC — added office(s): 14 -> 25 additional locations. IAPD ↗
$6.11B RAUM · 359 reps · (888) 547-2968 · key.com
55
ELEVATION POINT WEALTH PARTNERS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$2.43B RAUM · 20 reps · 303-382-2880 · elevationpoint.com
55
HERITAGE WEALTH ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$4.57B RAUM · 17 reps · 804-643-4080 · heritagewealth.net
55
MV CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.27B RAUM · 9 reps · 301-656-6545
55
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.13B RAUM · 7 reps · (408) 217-2000 · wrpwealth.com
55
MARINER WEALTH — added office(s): 68 -> 115 additional locations. IAPD ↗
$98.60B RAUM · 803 reps · 913-904-5700 · joinmwa.com
55
LARSON FINANCIAL GROUP, LLC — added office(s): 14 -> 18 additional locations. IAPD ↗
$4.03B RAUM · 57 reps · 866.569.2450
55
PARALLEL ADVISORS, LLC — added office(s): 13 -> 17 additional locations. IAPD ↗
$8.74B RAUM · 64 reps · 866-627-6984
55
STRATEGIC FINANCIAL CONCEPTS, LLC — added office(s): 25 -> 29 additional locations. IAPD ↗
$1.01B RAUM · 41 reps · 210-737-7800 · solinskygroup.com
55
METLIFE INVESTMENT MANAGEMENT, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
$508.89B RAUM · 688 reps · 973-355-4000 · investments.metlife.com
55
CALLAN CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.33B RAUM · 8 reps · 858-551-3800
55
BELPOINTE ASSET MANAGEMENT LLC — added office(s): 95 -> 107 additional locations. IAPD ↗
$6.01B RAUM · 151 reps · 2036293300 · belpointe.com
55
CHECCHI CAPITAL ADVISERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.31B RAUM · 8 reps · 310-432-0010
55
COMPOSITION WEALTH, LLC — added office(s): 5 -> 11 additional locations. IAPD ↗
$6.71B RAUM · 46 reps · (310) 246-1243
55
JAFFE TILCHIN INVESTMENT PARTNERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$1.84B RAUM · 34 reps · 813-963-2500 · jaffetilchin.com
55
HECK CAPITAL ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$9.67B RAUM · 20 reps · 715-361-1500
55
PURE FINANCIAL ADVISORS, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗
$8.02B RAUM · 64 reps · 866-876-7873 · purefinancial.com
55
ROYAL FUND MANAGEMENT, LLC — added office(s): 81 -> 89 additional locations. IAPD ↗
$1.31B RAUM · 83 reps · 352-750-1637
55
NICHOLAS HOFFMAN & COMPANY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$7.16B RAUM · 13 reps · 404-815-5050 · nhoffmanandco.com
55
HIGHTOWER ADVISORS, LLC — added office(s): 100 -> 132 additional locations. IAPD ↗
$164.79B RAUM · 889 reps · 312-962-3800 · alinewealth.com
55
WPWEALTH LLP — added office(s): 6 -> 7 additional locations. IAPD ↗
$1.03B RAUM · 13 reps · 817-259-9100 · wpwealth.com
55
TBH GLOBAL ASSET MANAGEMENT, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$1.27B RAUM · 0 reps · 615-690-4820
55
MAINSTREET ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
$5.41B RAUM · 6 reps · 312-223-0270 · mainstreetadv.com
55
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — added office(s): 89 -> 95 additional locations. IAPD ↗
$15.66B RAUM · 436 reps · 314-726-1600
55
ALDRICH WEALTH LP — added office(s): 3 -> 4 additional locations. IAPD ↗
$6.47B RAUM · 29 reps · 503-620-5329 · aldrichadvisors.com
55
MERCER GLOBAL ADVISORS INC. — added office(s): 83 -> 107 additional locations. IAPD ↗
$60.26B RAUM · 741 reps · (888) 885-8101
55
NORTHWEST ASSET MANAGEMENT — added office(s): 66 -> 71 additional locations. IAPD ↗
$3.61B RAUM · 38 reps · 206-838-3680 · farrellwealthgroup.com
55
WESPAC ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.08B RAUM · 8 reps · 510-287-5255 · wespacadvisorsllc.net
55
KELLOGG ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$2.65B RAUM · 10 reps · 800-236-5215
55
CARNEGIE INVESTMENT COUNSEL — added office(s): 8 -> 9 additional locations. IAPD ↗
$6.52B RAUM · 40 reps · 216-367-4114
55
GLASSMAN WEALTH SERVICES, LLC — added office(s): 11 -> 13 additional locations. IAPD ↗
$2.19B RAUM · 13 reps · 703-534-4444
55
CERITY PARTNERS LLC — added office(s): 42 -> 55 additional locations. IAPD ↗
$122.85B RAUM · 862 reps · 212-850-4260
55
VERUS CAPITAL PARTNERS, LLC — added office(s): 25 -> 27 additional locations. IAPD ↗
$2.07B RAUM · 38 reps · 480-990-3719 · guardianwb.com
55
PATHSTONE — added office(s): 18 -> 20 additional locations. IAPD ↗
$100.44B RAUM · 342 reps · 201-944-7284
55
CKW FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.21B RAUM · 2 reps · 808-629-7600 · ckwhawaii.com
55
COASTAL BRIDGE ADVISORS — added office(s): 3 -> 5 additional locations. IAPD ↗
$4.60B RAUM · 22 reps · 203-683-1530
55
ASHTON THOMAS PRIVATE WEALTH — added office(s): 22 -> 23 additional locations. IAPD ↗
$4.05B RAUM · 35 reps · 602-732-4745
55
PRIVATE ADVISOR GROUP, LLC — added office(s): 349 -> 461 additional locations. IAPD ↗
$37.26B RAUM · 742 reps · 973-538-7010
55
LIBREMAX CAPITAL, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$13.54B RAUM · 43 reps · (212) 612-1550
55
NUVEEN ASSET MANAGEMENT, LLC — added office(s): 14 -> 19 additional locations. IAPD ↗
$259.92B RAUM · 299 reps · 312-917-7700
55
MODERA WEALTH MANAGEMENT, LLC — added office(s): 26 -> 29 additional locations. IAPD ↗
$15.51B RAUM · 113 reps · (201) 768-4600
55
PROSPERITY CAPITAL ADVISORS — added office(s): 37 -> 39 additional locations. IAPD ↗
$3.68B RAUM · 102 reps · 888-240-0064
55
SUMMIT GLOBAL INVESTMENTS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$1.92B RAUM · 12 reps · 888-251-4847 · sgimutualfunds.com
55
ALPHASTAR CAPITAL MANAGEMENT — added office(s): 58 -> 66 additional locations. IAPD ↗
$1.84B RAUM · 109 reps · 855-340-2514 · alphastarcm.com
55
PERMCAP INVESTMENT OFFICE — added office(s): 1 -> 2 additional locations. IAPD ↗
$4.93B RAUM · 6 reps · 843 882 7950
55
MSH CAPITAL ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.09B RAUM · 11 reps · 480-563-2021 · buchanancapitalinc.com
55
ADVISORY ALPHA, LLC — added office(s): 23 -> 24 additional locations. IAPD ↗
$3.47B RAUM · 57 reps · 866-530-1400 · advisoryalpha.com
55
RFG ADVISORY, LLC — added office(s): 46 -> 61 additional locations. IAPD ↗
$4.94B RAUM · 135 reps · 205-397-2450
55
VERITY ASSET MANAGEMENT — added office(s): 9 -> 11 additional locations. IAPD ↗
$1.04B RAUM · 57 reps · 919-490-6717
55
LEGACY FINANCIAL ADVISORS, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
$1.26B RAUM · 12 reps · 859-655-5225 · legacyfinancialadvisors.com
55
NOVEM GROUP — added office(s): 7 -> 8 additional locations. IAPD ↗
$1.41B RAUM · 50 reps · 585-348-9525 · novemgroup.com
55
ALLIED INVESTMENT ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.13B RAUM · 9 reps · 406-839-2037
55
ZHANG FINANCIAL — added office(s): 7 -> 9 additional locations. IAPD ↗
$6.55B RAUM · 17 reps · 269-385-5888
55
CGN ADVISORS, LLC — added office(s): 34 -> 35 additional locations. IAPD ↗
$1.26B RAUM · 40 reps · 910-333-6659 · arcadiafs.com
55
JANNEY CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$5.31B RAUM · 8 reps · 412-562-8100
55
THREE BELL CAPITAL LLC — added office(s): 3 -> 10 additional locations. IAPD ↗
$3.80B RAUM · 14 reps · 650-843-9836
55
CLARO ADVISORS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$1.28B RAUM · 16 reps · (800) 604-2838 · jimabbottclaroadvisors.com
55
MONTIS FINANCIAL, LLC — added office(s): 0 -> 6 additional locations. IAPD ↗
$1.01B RAUM · 17 reps · 781-541-5057 · montisfinancial.com
55
TIDAL INVESTMENTS LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$27.26B RAUM · 19 reps · 855-843-2534 · tidalfinancialgroup.com
55
CORNERSTONE WEALTH MANAGEMENT, LLC — added office(s): 41 -> 42 additional locations. IAPD ↗
$4.08B RAUM · 91 reps · 636-397-6200
55
ISC ADVISORS, INC. — added office(s): 11 -> 25 additional locations. IAPD ↗
$1.54B RAUM · 26 reps · 214 520 1115
55
LION STREET ADVISORS, LLC — added office(s): 27 -> 75 additional locations. IAPD ↗
$3.18B RAUM · 138 reps · 512-776-8400 · chansamson.com
55
INDEPENDENT ADVISOR ALLIANCE, LLC — added office(s): 132 -> 140 additional locations. IAPD ↗
$14.07B RAUM · 219 reps · 888.430.1555 · jacksonfinancialplanning.com
55
RITHOLTZ WEALTH MANAGEMENT — added office(s): 13 -> 14 additional locations. IAPD ↗
$5.67B RAUM · 45 reps · (212) 625-1200
55
BALEFIRE, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$1.24B RAUM · 36 reps · 972-361-1001
55
SHEPHERD FINANCIAL PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.14B RAUM · 8 reps · (781) 756-1804
55
SCHECHTER INVESTMENT ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$3.94B RAUM · 14 reps · 248-731-9500 · schechterwealth.com
55
VISIONARY WEALTH ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$2.86B RAUM · 44 reps · 314-764-2727
55
OLD ORCHARD CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.29B RAUM · 12 reps · 212-331-6920
55
MCADAM LLC — added office(s): 66 -> 68 additional locations. IAPD ↗
$2.29B RAUM · 138 reps · (888) 614-5323
55
OSAIC ADVISORY SERVICES, LLC — added office(s): 155 -> 200 additional locations. IAPD ↗
$12.47B RAUM · 389 reps · 866-580-8219 · indiconinc.com
55
APELLA WEALTH — added office(s): 16 -> 19 additional locations. IAPD ↗
$4.71B RAUM · 44 reps · 860.785.2260
55
JOURNEY ADVISORY GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.47B RAUM · 13 reps · 859-888-0356
55
SPRUCEVIEW CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.27B RAUM · 10 reps · 303-867-1673 · spruceviewpartners.com
55
INTEGRATED ADVISORS NETWORK LLC — added office(s): 39 -> 45 additional locations. IAPD ↗
$4.59B RAUM · 83 reps · 855-729-4222 · zimwags.com
55
SPIDERROCK ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$5.98B RAUM · 36 reps · (312) 847-0300 · spiderrockadvisors.com
55
THE PATRIOT FINANCIAL GROUP, LLC — added office(s): 25 -> 26 additional locations. IAPD ↗
$2.41B RAUM · 47 reps · 508-251-6100
55
FOUNDERS FINANCIAL ALLIANCE, LLC — added office(s): 15 -> 17 additional locations. IAPD ↗
$1.00B RAUM · 31 reps · 855-860-5940 · foundersfinancialalliance.com
55
THE WEALTH CONSULTING GROUP — added office(s): 34 -> 50 additional locations. IAPD ↗
$5.45B RAUM · 115 reps · 702-263-1919
55
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$1.98B RAUM · 11 reps · 617-572-0109 · johnhancock.com
55
CAPTRUST — added office(s): 69 -> 96 additional locations. IAPD ↗
$1083.05B RAUM · 816 reps · 919-870-6822
55
WORLD INVESTMENT ADVISORS, LLC — added office(s): 59 -> 73 additional locations. IAPD ↗
$56.28B RAUM · 156 reps · 888-201-5488
55
SUMMIT TRAIL ADVISORS, LLC — added office(s): 5 -> 10 additional locations. IAPD ↗
$23.64B RAUM · 34 reps · 212-812-7010 · summittrail.com
55
LIDO — added office(s): 32 -> 40 additional locations. IAPD ↗
$29.08B RAUM · 200 reps · 310-278-8232
55
CYNOSURE GROUP, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗
$6.57B RAUM · 30 reps · 801-521-3100 · cynosuregroup.com
55
3EDGE ASSET MANAGEMENT, LP — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.66B RAUM · 12 reps · 844-903-3343
55
KOVITZ INVESTMENT GROUP PARTNERS, LLC — added office(s): 40 -> 43 additional locations. IAPD ↗
$31.73B RAUM · 181 reps · 312-334-7300
55
INVST, LLC — added office(s): 8 -> 12 additional locations. IAPD ↗
$1.79B RAUM · 39 reps · 317-202-1891 · levinefinancial.net
55
STEWARD PARTNERS INVESTMENT ADVISORY, LLC — added office(s): 45 -> 111 additional locations. IAPD ↗
$24.75B RAUM · 397 reps · 866-694-7769
55
CONTINUUM ADVISORY, LLC — added office(s): 13 -> 18 additional locations. IAPD ↗
$1.42B RAUM · 33 reps · 2084171933 · lentinifinancialadvisory.com
55
SAGESPRING WEALTH PARTNERS — added office(s): 10 -> 11 additional locations. IAPD ↗
$6.49B RAUM · 75 reps · 615-861-6100
55
MARINER ADVISOR NETWORK — added office(s): 94 -> 118 additional locations. IAPD ↗
$8.49B RAUM · 164 reps · 650-571-1934 · redtoweradvisors.com
55
LEO WEALTH, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
$2.66B RAUM · 32 reps · 817-354-1090
55
NICOLET WEALTH MANAGEMENT — added office(s): 9 -> 10 additional locations. IAPD ↗
$3.85B RAUM · 34 reps · 920-430-1400 · nicoletbank.com
55
THE FIDUCIARY ALLIANCE — added office(s): 18 -> 20 additional locations. IAPD ↗
$1.92B RAUM · 38 reps · 864-385-7999
55
XML FINANCIAL GROUP — added office(s): 16 -> 24 additional locations. IAPD ↗
$2.99B RAUM · 27 reps · (301) 770-5234
55
GPS WEALTH STRATEGIES GROUP, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$1.42B RAUM · 26 reps · 7204145412 · lizwindisch.com
55
SEPIO CAPITAL, LP — added office(s): 3 -> 4 additional locations. IAPD ↗
$4.46B RAUM · 17 reps · (415) 915-3708 · sepiocap.com
55
CRESTWOOD ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
$7.02B RAUM · 55 reps · 617-523-8880
55
PERENNIAL FINANCIAL SERVICES — added office(s): 10 -> 15 additional locations. IAPD ↗
$1.90B RAUM · 42 reps · 310-445-2504
55
CFO4LIFE — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.74B RAUM · 16 reps · 214-637-9500 · focusfinancialpartners.com
55
ALERA INVESTMENT ADVISORS, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
$3.57B RAUM · 53 reps · (847) 457-3000 · aleragroup.com
55
GRYPHON FINANCIAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.03B RAUM · 14 reps · 614-929-2880 · gryphonfp.com
55
VERDENCE CAPITAL ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$3.91B RAUM · 28 reps · 410-472-5380 · verdence.com
55
CRESSET ASSET MANAGEMENT, LLC — added office(s): 25 -> 31 additional locations. IAPD ↗
$62.02B RAUM · 191 reps · 312-429-2400
55
PRIME CAPITAL FINANCIAL — added office(s): 70 -> 77 additional locations. IAPD ↗
$30.11B RAUM · 240 reps · (800) 493-6226 · pciapeterson.com
55
ARKADIOS WEALTH ADVISORS — added office(s): 44 -> 64 additional locations. IAPD ↗
$3.86B RAUM · 151 reps · 404-445-0035
55
VALLEY WEALTH STRATEGIES, LLC — added office(s): 19 -> 20 additional locations. IAPD ↗
$1.21B RAUM · 26 reps · (209) 366-1264 · zukfinancial.com
55
OPAL WEALTH ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.03B RAUM · 7 reps · 516-388-7980
55
SHADE TREE ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.03B RAUM · 21 reps · 518-290-9460 · shadetreeadvisors.com
55
ROBERTSON STEPHENS — added office(s): 24 -> 25 additional locations. IAPD ↗
$7.14B RAUM · 63 reps · 415-500-6810
55
ARNHOLD LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$5.24B RAUM · 8 reps · (212) 651-3700 · arnholdllc.com
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 54 -> 64 additional locations. IAPD ↗
$70.03B RAUM · 748 reps · 212-549-5100
55
APOLLON WEALTH MANAGEMENT, LLC — added office(s): 34 -> 56 additional locations. IAPD ↗
$7.72B RAUM · 115 reps · 843-579-0018 · tampawealthadvisor.net
55
TRIVIUM POINT ADVISORY, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.49B RAUM · 23 reps · (203) 221-3085
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 16 -> 47 additional locations. IAPD ↗
$32.59B RAUM · 157 reps · 212-549-5100 · rockco.com
55
PASADENA PRIVATE WEALTH, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$1.27B RAUM · 7 reps · 626-993-9300 · pasadenaprivatewealth.com
55
ADERO PARTNERS, LLC — added office(s): 23 -> 24 additional locations. IAPD ↗
$4.38B RAUM · 24 reps · 650-252-0550
55
ACCURATE WEALTH MANAGEMENT, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$1.15B RAUM · 41 reps · 813-994-0984 · accurateadvisorygroup.com
55
ASPIRE CAPITAL ADVISORS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.01B RAUM · 10 reps · (206) 939-5615 · investwithaspire.com
55
TRANSCEND CAPITAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$3.10B RAUM · 31 reps · (973) 370-3203
55
INDEPENDENCE SQUARE HOLDINGS, LLC — added office(s): 7 -> 10 additional locations. IAPD ↗
$1.49B RAUM · 37 reps · 610-520-1500
55
EVOKE ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
$27.70B RAUM · 32 reps · 424-372-1776 · evokewealth.com
55
SIGNAL ADVISORS WEALTH, LLC — added office(s): 12 -> 16 additional locations. IAPD ↗
$1.16B RAUM · 9 reps · 1-866-774-4625
55
CAPITAL CREEK PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.24B RAUM · 15 reps · 512-316-3397 · capitalcreek.com
55
FARTHER — added office(s): 25 -> 30 additional locations. IAPD ↗
$5.88B RAUM · 250 reps · 628-246-8004
55
POINT OLEMA CAPITAL PARTNERS, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.04B RAUM · 7 reps · 415-851-0411 · pointolema.com
55
F/M INVESTMENTS LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
$16.90B RAUM · 38 reps · 202-839-4910
55
WEALTHPLAN PARTNERS — added office(s): 11 -> 12 additional locations. IAPD ↗
$1.27B RAUM · 24 reps · 402-691-0200
55
MARINER INDEPENDENT — added office(s): 33 -> 50 additional locations. IAPD ↗
$5.62B RAUM · 99 reps · 650-571-1934
55
THE AMERIFLEX GROUP — added office(s): 81 -> 110 additional locations. IAPD ↗
$9.36B RAUM · 166 reps · (702) 987-9730 · theameriflexgroup.com
55
FERMATA ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.15B RAUM · 17 reps · (707) 938-7414
55
MAIN STREET FINANCIAL SOLUTIONS, LLC — added office(s): 22 -> 24 additional locations. IAPD ↗
$2.49B RAUM · 35 reps · 215-259-5021 · gencapital.com
55
ONYX BRIDGE WEALTH GROUP LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$1.00B RAUM · 17 reps · (914) 909-6699 · onyxbridge.com
55
NEW EDGE WEALTH — added office(s): 13 -> 14 additional locations. IAPD ↗
$12.06B RAUM · 70 reps · 2034242262
55
CYNDEO WEALTH PARTNERS — added office(s): 4 -> 5 additional locations. IAPD ↗
$2.58B RAUM · 15 reps · (727) 472-3700 · cyndeowp.com
55
MAYFLOWER ADVISORS — added office(s): 4 -> 6 additional locations. IAPD ↗
$4.78B RAUM · 24 reps · 617-259-1767
55
TRB WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.17B RAUM · 9 reps · 832-810-3565 · trb.bank
55
ASSUREDPARTNERS INVESTMENT ADVISORS — added office(s): 15 -> 16 additional locations. IAPD ↗
$3.25B RAUM · 46 reps · 407-708-0050
55
FORTIS CAPITAL ADVISORS, LLC — added office(s): 32 -> 40 additional locations. IAPD ↗
$1.21B RAUM · 54 reps · (913) 222-8862 · fortiscapitaladvisors.com
55
CW ADVISORS, LLC — added office(s): 14 -> 22 additional locations. IAPD ↗
$9.30B RAUM · 62 reps · (617) 428-7600 · cwadvisorsgroup.com
55
NAVITER WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.55B RAUM · 11 reps · (501) 333-9800 · naviterwealth.com
55
HILL INVESTMENT GROUP — added office(s): 4 -> 6 additional locations. IAPD ↗
$1.04B RAUM · 8 reps · 314-448-4023
55
THE BALDWIN GROUP WEALTH ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$21.04B RAUM · 36 reps · 813-934-2743 · baldwin.com
55
GAMMA INVESTING LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.42B RAUM · 6 reps · 888-585-1755 · gammainvesting.com
55
IMPACT PARTNERSHIP WEALTH, LLC — added office(s): 49 -> 79 additional locations. IAPD ↗
$1.68B RAUM · 72 reps · 800-380-5040
55
PRIVATE WEALTH ASSET MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.85B RAUM · 22 reps · 402-227-4208
55
ULLMANN WEALTH PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.07B RAUM · 7 reps · 904-280-3700
55
AMERITAS ADVISORY SERVICES, LLC — added office(s): 238 -> 254 additional locations. IAPD ↗
$11.51B RAUM · 473 reps · 800-335-9858 · ameritas.com
55
CALLAN FAMILY OFFICE, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$6.67B RAUM · 14 reps · (877) 506-7990
55
VESTGEN ADVISORS, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$3.47B RAUM · 30 reps · 312-237-4446
55
ARMSTRONG ADVISORY GROUP INC. — added office(s): 11 -> 12 additional locations. IAPD ↗
$1.44B RAUM · 10 reps · (781) 433-0001 · armstrongadvisory.com
55
DAYMARK WEALTH PARTNERS, LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
$3.94B RAUM · 19 reps · 513-838-2520
55
ADVISOR PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$7.67B RAUM · 9 reps · 888-265-2257 · advisorpartners.com
55
ETHOS FINANCIAL GROUP, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$1.58B RAUM · 27 reps · 484-889-7270 · ethosfg.com
55
STRIVE ASSET MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$2.06B RAUM · 10 reps · 872-270-5406
55
FIDELIS CAPITAL — added office(s): 3 -> 5 additional locations. IAPD ↗
$1.66B RAUM · 12 reps · 813-934-6246
55
GATEWAY WEALTH PARTNERS, LLC — added office(s): 24 -> 25 additional locations. IAPD ↗
$1.25B RAUM · 66 reps · (920) 731-9293 · integratedwealthpartners.com
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 42 -> 50 additional locations. IAPD ↗
$9.90B RAUM · 137 reps · 813-709-8800 · brickhousews.com
55
TITLEIST ASSET MANAGEMENT, LLC — added office(s): 11 -> 14 additional locations. IAPD ↗
$2.07B RAUM · 32 reps · 210-826-2424 · tamgmt.com
55
UNITED ADVISOR GROUP — added office(s): 22 -> 23 additional locations. IAPD ↗
$1.09B RAUM · 43 reps · 888.242.4912 · uagria.com
55
MODERN WEALTH MANAGEMENT, LLC — added office(s): 15 -> 17 additional locations. IAPD ↗
$6.15B RAUM · 54 reps · 913-393-1000 · erstpa.com
55
PORTSIDE WEALTH GROUP, LLC — added office(s): 34 -> 35 additional locations. IAPD ↗
$1.13B RAUM · 41 reps · 385-412-1222
55
CAPITAL INVESTMENT COUNSEL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.18B RAUM · 4 reps · (303) 381-0200 · cicwealthadvisors.com
55
KAUFMAN HALL INVESTMENT MANAGEMENT — added office(s): 3 -> 5 additional locations. IAPD ↗
$2.31B RAUM · 7 reps · 224-7243809 · khim.com
55
SOVRAN ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.31B RAUM · 53 reps · 619-281-9890 · sovranadvisors.com
55
PCM ENCORE, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
$1.24B RAUM · 6 reps · 425-214-1755
53
BOK FINANCIAL ADVISORS — added office(s): 109 -> 113 additional locations. IAPD ↗
$835.6M RAUM · 145 reps · 877-781-6889
53
CHAPIN DAVIS ASSET MANAGEMENT — added office(s): 9 -> 12 additional locations. IAPD ↗
$539.1M RAUM · 23 reps · 410-435-3200
53
TOBIAS FINANCIAL ADVISORS — added office(s): 2 -> 5 additional locations. IAPD ↗
$892.2M RAUM · 8 reps · 954-424-1660
53
MPM WEALTH ADVISORS — added office(s): 11 -> 12 additional locations. IAPD ↗
$888.9M RAUM · 20 reps · 419-861-1400
53
DEERFIELD — added office(s): 6 -> 8 additional locations. IAPD ↗
$958.7M RAUM · 5 reps · 317-469-2455
53
PVG ASSET MANAGEMENT CORP — added office(s): 2 -> 3 additional locations. IAPD ↗
$617.9M RAUM · 6 reps · 303-526-0548 · facebook.com\pvgasset
53
WEINBERGER ASSET MANAGEMENT, INC — added office(s): 1 -> 2 additional locations. IAPD ↗
$443.9M RAUM · 3 reps · 310-442-8472 · wamasset.com
53
SMITHBRIDGE ASSET MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$665.8M RAUM · 6 reps · 610-361-9141
53
FINANCIAL ASSET MANAGEMENT CORP — added office(s): 1 -> 2 additional locations. IAPD ↗
$393.2M RAUM · 4 reps · 914-238-8900 · famcorporation.com
53
PORTFOLIO STRATEGIES INC NY — added office(s): 1 -> 2 additional locations. IAPD ↗
$861.2M RAUM · 4 reps · 201-571-4100 · psiinvest.com
53
ITS ASSET MANAGEMENT, L.P. — added office(s): 1 -> 2 additional locations. IAPD ↗
$282.8M RAUM · 2 reps · 203-234-9499 · ptsmanagement.com
53
AVISO WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$494.9M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
53
LOMBARD ADVISERS INCORPORATED — added office(s): 21 -> 25 additional locations. IAPD ↗
$567.4M RAUM · 31 reps · 410-342-1300 · golombard.com
53
ESSEX LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$563.1M RAUM · 7 reps · 847-777-7800
53
BOUVEL INVESTMENT PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$313.8M RAUM · 2 reps · 610-933-3300 · bouvel.com
53
COVENANT ASSET MANAGEMENT, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$624.3M RAUM · 8 reps · 908-879-4090
53
MEIRA WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗
$279.6M RAUM · 5 reps · 305-670-4440
53
ENDOWMENT WEALTH MANAGEMENT, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$427.6M RAUM · 9 reps · 920-785-6010
53
U.S. FINANCIAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$397.1M RAUM · 8 reps · 781-849-9200 · napierfinancial.com
53
FINANCIAL INSIGHTS WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$662.7M RAUM · 9 reps · (253) 627-6010
53
GOODPASTURE GRAY — added office(s): 1 -> 2 additional locations. IAPD ↗
$311.0M RAUM · 2 reps · (615) 601-3330
53
REDW WEALTH LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$880.9M RAUM · 10 reps · 505-998-3200
53
AZA CAPITAL MANAGEMENT — added office(s): 1 -> 4 additional locations. IAPD ↗
$314.0M RAUM · 8 reps · 312-429-0880
53
BEECH HILL ADVISORS, INC — added office(s): 4 -> 6 additional locations. IAPD ↗
$358.6M RAUM · 8 reps · 212-350-7250 · bh-adv.com
53
ARBOR CAPITAL MANAGEMENT INC — added office(s): 5 -> 6 additional locations. IAPD ↗
$348.1M RAUM · 7 reps · 907-222-7581 · arbordigital.io
53
MORLING FINANCIAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$755.7M RAUM · 15 reps · 844-667-5464 · morlingadvisors.com
53
CONSULTIVA WEALTH MANAGEMENT, CORP. — added office(s): 1 -> 2 additional locations. IAPD ↗
$429.7M RAUM · 17 reps · 787-763-5868 · consultiva.com
53
NEUMANN CAPITAL MANAGEMENT — added office(s): 0 -> 3 additional locations. IAPD ↗
$568.5M RAUM · 4 reps · 650-548-9200 · neumanncm.portal.tamaracinc.com
53
MWA FINANCIAL SERVICES, INC. — added office(s): 81 -> 97 additional locations. IAPD ↗
$376.9M RAUM · 134 reps · 309-558-3100
53
GALLACHER CAPITAL MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$487.8M RAUM · 10 reps · 303-708-1640 · gallachercapital.com
53
WINDWARD PRIVATE WEALTH MANAGEMENT INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$273.8M RAUM · 6 reps · 913-381-7411 · windwardfp.com
53
CAPITAL IDEAS — added office(s): 1 -> 2 additional locations. IAPD ↗
$277.0M RAUM · 7 reps · 214-750-4400 · cap-ideas.com
53
SHILANSKI & ASSOCIATES, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
$420.3M RAUM · 6 reps · 907-278-1351 · plan-your-federal-retirement.com
53
ASCENDANT FINANCIAL SOLUTIONS, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$315.9M RAUM · 4 reps · 928-774-9598 · ascendant-financial.com
53
FREEGULLIVER, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$798.1M RAUM · 8 reps · 504-899-0300 · freegulliver.com
53
AMERANT INVESTMENTS, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$688.2M RAUM · 15 reps · 305-460-8599 · amerantinvestments.com
53
PINNACLE WEALTH ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$461.4M RAUM · 9 reps · 503-654-5100 · thinkpinnacle.com.
53
FINANCIAL & TAX ARCHITECTS, LLC — added office(s): 18 -> 20 additional locations. IAPD ↗
$443.0M RAUM · 24 reps · 314-858-1122 · scoutfinancialgroup.com
53
MOSELEY INVESTMENT MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$410.4M RAUM · 3 reps · 941-745-2799 · moseleyinvestment.com
53
INTERACTIVE FINANCIAL ADVISORS — added office(s): 22 -> 30 additional locations. IAPD ↗
$337.8M RAUM · 37 reps · 630-472-1300
53
PKS ADVISORY SERVICES, LLC — added office(s): 17 -> 25 additional locations. IAPD ↗
$905.4M RAUM · 37 reps · (518) 426-5791 · woehlerfinancialgroup.com
53
RB CAPITAL MANAGEMENT, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$817.2M RAUM · 12 reps · (775) 993-2900
53
PACIFICA CAPITAL INVESTMENTS — added office(s): 2 -> 3 additional locations. IAPD ↗
$622.4M RAUM · 3 reps · 512-337-5521 · pacificacapital.net
53
FRISCH FINANCIAL GROUP, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$789.7M RAUM · 7 reps · 516-694-7900
53
CWC ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$421.5M RAUM · 8 reps · 503-968-0950 · cwcadvisors.com
53
MAINSAIL ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$410.1M RAUM · 4 reps · 205-536-7776 · investprudently.com
53
TARGETED FINANCIAL SERVICES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$298.5M RAUM · 3 reps · 732-750-9880 · targetedfinancial.com
53
PROSTATIS FINANCIAL ADVISORS GROUP — added office(s): 8 -> 10 additional locations. IAPD ↗
$508.9M RAUM · 18 reps · 410-863-1040
53
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$561.5M RAUM · 32 reps · 732-280-6886 · gardenstatesecurities.com
53
KENDALL CAPITAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$604.1M RAUM · 6 reps · 301-838-9110
53
MARYLAND CAPITAL ADVISORS, INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
$428.6M RAUM · 3 reps · 410-604-2741
53
CAPITAL MARKETS IQ, LLC — added office(s): 17 -> 18 additional locations. IAPD ↗
$450.9M RAUM · 19 reps · 310.882.6380
53
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$323.7M RAUM · 4 reps · 800-628-3812 · fieldsgottscho.com
53
FUTURA ASSET ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$296.6M RAUM · 2 reps · (305) 774-9906 · futuraadvisors.com
53
DAI WEALTH, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗
$267.4M RAUM · 32 reps · 404-531-7080 · goodcounselwealth.com
53
STONE HOUSE INVESTMENT MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$669.9M RAUM · 13 reps · (570) 836-7020
53
CONCORDE ASSET MANAGEMENT, LLC — added office(s): 40 -> 56 additional locations. IAPD ↗
$489.9M RAUM · 64 reps · 248-824-6710 · concordeis.com
53
CAPCO ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$458.5M RAUM · 3 reps · 813-805-0777 · capcovalue.com
53
HALLADOR INVESTMENT ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$315.4M RAUM · 5 reps · 775-548-1730 · hallador.com
53
MARKOWSKI INVESTMENTS — added office(s): 6 -> 8 additional locations. IAPD ↗
$410.2M RAUM · 11 reps · 813 831 5168 · truthofinvesting.com
53
SAMALIN WEALTH — added office(s): 4 -> 5 additional locations. IAPD ↗
$420.6M RAUM · 9 reps · 914-666-6600 · samalinwealth.com
53
TRUE WEALTH DESIGN, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$424.8M RAUM · 5 reps · (330) 777-0688
53
GUARDIAN WEALTH ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$267.2M RAUM · 3 reps · 952-746-3211
53
BARRY INVESTMENT ADVISORS, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$712.6M RAUM · 8 reps · 888-992-8601 · barryinvestmentadvisors.com
53
THE MARSHALL FINANCIAL GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$593.0M RAUM · 10 reps · (410) 563-1190 · marshallfinancialgroup.com
53
CAPE INVESTMENT ADVISORY, INC. — added office(s): 29 -> 34 additional locations. IAPD ↗
$402.4M RAUM · 40 reps · 678-583-1120 · glacierwealthmanagement.com
53
LANTERN WEALTH ADVISORS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$265.5M RAUM · 15 reps · 631-454-2000 · lanternwa.com
53
STRATEGIC FINANCIAL PARTNERS, LTD — added office(s): 6 -> 7 additional locations. IAPD ↗
$268.8M RAUM · 6 reps · 503-467-7832 · advisoryfirm.com
53
CENTRAL TRUST BANK — added office(s): 0 -> 3 additional locations. IAPD ↗
$508.6M RAUM · 3 reps · 573-634-1105
53
RALEIGH CAPITAL MANAGEMENT INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$320.6M RAUM · 11 reps · 919-852-1215
53
ADAMS ASHBY FINANCIAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$737.1M RAUM · 2 reps · 916-333-5989 · adamsashby.com
53
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$816.0M RAUM · 7 reps · (920) 882-5299
53
SLAGLE FINANCIAL, LLC. — added office(s): 8 -> 9 additional locations. IAPD ↗
$315.0M RAUM · 7 reps · 618-692-1657
53
BEAUMONT ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$349.8M RAUM · 3 reps · 409-899-9569 · beaumontasset.com
53
CHERRY TREE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$593.3M RAUM · 9 reps · 952-893-9012
53
ASSET ALLOCATION STRATEGIES, LLC — added office(s): 26 -> 28 additional locations. IAPD ↗
$767.4M RAUM · 39 reps · 248-489-0101 · glpfinancialgroup.com
53
RESEARCH FINANCIAL STRATEGIES — added office(s): 6 -> 7 additional locations. IAPD ↗
$254.4M RAUM · 6 reps · 301-294-7500 · rfsadvisors.com
53
RCM WEALTH ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
$324.0M RAUM · 11 reps · 866-903-1822 · rcmwa.com
53
SOUTHLAND EQUITY PARTNERS, LLC. — added office(s): 15 -> 16 additional locations. IAPD ↗
$785.3M RAUM · 21 reps · 770.998.5879 · grpwealthstrategies.com
53
SIMPLIFI, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$251.5M RAUM · 1 reps · 858-695-6600
53
MMA ASSET MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$715.2M RAUM · 16 reps · 610-684-3200 · marshmma.com
53
EMPIRICAL ASSET MANAGEMENT, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$467.0M RAUM · 11 reps · 781-431-2223 · empiricalam.com
53
JT STRATFORD, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$814.9M RAUM · 14 reps · 770-534-6046
53
KINGDOM FINANCIAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$340.6M RAUM · 17 reps · 623-974-0300
53
COMPASS FINANCIAL MANAGEMENT LLC — added office(s): 7 -> 24 additional locations. IAPD ↗
$519.0M RAUM · 27 reps · 813-831-5168 · compassfmllc.com
53
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC — added office(s): 3 -> 4 additional locations. IAPD ↗
$744.7M RAUM · 14 reps · 720-500-0050 · mountaincapital.us
53
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — added office(s): 8 -> 9 additional locations. IAPD ↗
$669.7M RAUM · 18 reps · 785-823-7900 · ucmofkansas.com
53
SENSIBLE MONEY, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$603.7M RAUM · 11 reps · 480-719-7290 · sensiblemoney.com
53
INVESTOR FAN — added office(s): 10 -> 11 additional locations. IAPD ↗
$427.7M RAUM · 11 reps · 425-372-7517 · facebook.com.sherpawealthstrategies
53
HARVEST INVESTMENT SERVICES, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$534.2M RAUM · 23 reps · (630) 613-9230
53
BERNARD WEALTH MANAGEMENT CORP. — added office(s): 1 -> 2 additional locations. IAPD ↗
$278.4M RAUM · 4 reps · 248-556-2900
53
FSA INVESTMENT GROUP, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$709.5M RAUM · 13 reps · (850) 696-1550 · fsa-ig.com
53
DARWIN WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$617.3M RAUM · 6 reps · 813-579-4074
53
TCFG INVESTMENT ADVISORS, LLC — added office(s): 19 -> 21 additional locations. IAPD ↗
$575.1M RAUM · 25 reps · 949-365-5830 · tcfgcompanies.com
53
FULLCIRCLE WEALTH LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$393.5M RAUM · 4 reps · 972-480-6200 · fullcircle-wealth.com
53
AXIS WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$289.7M RAUM · 6 reps · 401-441-5111 · axiswp.com
53
VANTAGE POINT WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$277.4M RAUM · 13 reps · (763) 587-7120 · vpwealthmgmt.com
53
ARMSTRONG DIXON — added office(s): 0 -> 1 additional locations. IAPD ↗
$350.5M RAUM · 6 reps · 443-563-1111
53
LECONTE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$309.8M RAUM · 4 reps · (865) 379-8200 · lecontewealth.com
53
LOGICA CAPITAL ADVISERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$522.6M RAUM · 4 reps · 424-652-9500
53
SANCHEZ WEALTH MANAGEMENT GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$465.5M RAUM · 3 reps · 904-281-9261 · sanchezwealth.com
53
CAPITAL PLANNING, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$676.9M RAUM · 8 reps · 425-643-1800
53
ALLIANCE WEALTH MANAGEMENT GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$424.2M RAUM · 6 reps · (908) 751 - 7090
53
MYSTIC ASSET MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$529.3M RAUM · 2 reps · 866-206-5272 · mysticassetmanagement.com
53
SEQUOIA WEALTH MANAGEMENT, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
$514.3M RAUM · 16 reps · 847-310-5900 · cpmfinancialservices.com
53
FLOURISH WEALTH MANAGEMENT INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$383.0M RAUM · 5 reps · (952) 392-4474
53
MBI LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$300.7M RAUM · 8 reps · (301) 986-0600
53
DIVERSIFIED FINANCIAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$302.4M RAUM · 3 reps · 781-792-0440
53
LWM ADVISORY SERVICES, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$837.8M RAUM · 8 reps · 954-474-7100 · lwmfl.com
53
COTTAGE STREET ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$290.2M RAUM · 2 reps · (508) 748-0709
53
TYLER-STONE WEALTH MANAGEMENT, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$598.9M RAUM · 19 reps · 216-295-0945
53
UPSTART WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$294.0M RAUM · 4 reps · (415) 549-0646
53
COYLE CAPITAL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$800.5M RAUM · 6 reps · (512) 522-9043 · coylecap.com
53
QUARTZ PARTNERS INVESTMENT MANAGEMENT — added office(s): 8 -> 9 additional locations. IAPD ↗
$281.0M RAUM · 13 reps · 800-433-0422
53
LEGACY WEALTH MANAGEMENT, LLC — added office(s): 6 -> 21 additional locations. IAPD ↗
$476.5M RAUM · 35 reps · 208-955-0500
53
TUCKER ASSET MANAGEMENT LLC — added office(s): 57 -> 60 additional locations. IAPD ↗
$640.8M RAUM · 79 reps · 303-734-1234 · tuckeram.com
53
ALIGN IMPACT, LLC — added office(s): 2 -> 12 additional locations. IAPD ↗
$782.3M RAUM · 19 reps · 805-243-8055
53
CASTLE ROCK WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$521.8M RAUM · 8 reps · 925-478-8800 · crwmadvisors.com
53
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — added office(s): 21 -> 27 additional locations. IAPD ↗
$465.1M RAUM · 26 reps · 860.973.3214
53
EQUITA FINANCIAL NETWORK, INC. — added office(s): 14 -> 17 additional locations. IAPD ↗
$412.3M RAUM · 18 reps · 800.604.0176
53
KANEN WEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$340.9M RAUM · 3 reps · 631-863-3100 · kanenadvisory.com
53
KINETIC INVESTMENT MANAGEMENT, INC. — added office(s): 12 -> 14 additional locations. IAPD ↗
$348.2M RAUM · 16 reps · (800) 711-4818
53
PARADIGM WEALTH ADVISORY LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$468.3M RAUM · 12 reps · (908) 450-7402
53
MARTIN WEALTH SOLUTIONS — added office(s): 1 -> 2 additional locations. IAPD ↗
$276.6M RAUM · 5 reps · 540-639-4810 · planwellretirehappy.com
53
WOODSTOCK WEALTH MANAGEMENT, INC. — added office(s): 23 -> 24 additional locations. IAPD ↗
$629.9M RAUM · 25 reps · 800-279-4468 · assetmanagementstrategiesllc.com
53
DUET ADVISORY SERVICES LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$277.9M RAUM · 2 reps · 248.723.4321
53
PLUM STREET ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$359.4M RAUM · 5 reps · 504-517-5107 · plumstreetadvisors.com
53
CLARK ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$778.3M RAUM · 6 reps · 603-237-1341
53
DONOGHUE FORLINES LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$388.6M RAUM · 4 reps · 800.642.4276 · donoghueforlinesfunds.com
53
XYPN INVEST — added office(s): 17 -> 20 additional locations. IAPD ↗
$321.0M RAUM · 25 reps · (360) 301-7579 · charlesmichaelfinancial.com
53
MAYTECH GLOBAL INVESTMENTS — added office(s): 0 -> 1 additional locations. IAPD ↗
$848.5M RAUM · 4 reps · 212-899-2730 · maytechglobal.com
53
WHITAKER-MYERS WEALTH MANAGERS, LTD. — added office(s): 24 -> 27 additional locations. IAPD ↗
$713.1M RAUM · 15 reps · (330) 345-5000
53
ALPHA BETA GAMMA WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$267.0M RAUM · 4 reps · (561) 207-6399
53
INTEGRA GLOBAL ADVISORS LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$562.6M RAUM · 12 reps · (203) 266-3942
53
FLORIDA FINANCIAL ADVISORS, LLC — added office(s): 10 -> 16 additional locations. IAPD ↗
$317.8M RAUM · 457 reps · (813) 333-1683
53
INTEGRITY ADVISORY SOLUTIONS — added office(s): 13 -> 71 additional locations. IAPD ↗
$512.3M RAUM · 90 reps · (214) 919-2165 · integritywealthsolutions.com
53
PRACTICE FINANCIAL GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
$333.1M RAUM · 7 reps · (541) 973-2602 · pfg-investments.com
53
BRIO FINANCIAL GROUP — added office(s): 1 -> 3 additional locations. IAPD ↗
$842.6M RAUM · 11 reps · 415-623-2450
53
PEAK PLANNING GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$650.9M RAUM · 5 reps · 303-991-0056 · peakplan.com
53
FORTRESS PRIVATE LEDGER, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$346.1M RAUM · 15 reps · 919-322-2761 · myept.com
53
THAYER PARTNERS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$401.3M RAUM · 7 reps · 617-275-5430
53
CHICORY WEALTH — added office(s): 8 -> 10 additional locations. IAPD ↗
$682.7M RAUM · 11 reps · (404) 294-5917 · chicorywealth.com
53
EQ WEALTH MANAGEMENT — added office(s): 5 -> 11 additional locations. IAPD ↗
$723.0M RAUM · 8 reps · 425-434-1000
53
INNEALTA CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$258.8M RAUM · 4 reps · (737) 808-4640
53
FIDELIS WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$253.2M RAUM · 6 reps · 303-800-4683
53
MAIA WEALTH — added office(s): 4 -> 7 additional locations. IAPD ↗
$704.3M RAUM · 35 reps · (720) 644-8803 · maiawealth.com
53
PRINCIPAL ADVISED SERVICES — added office(s): 46 -> 157 additional locations. IAPD ↗
$887.3M RAUM · 215 reps · 866-412-0770
53
VAN CLEMENS WEALTH MANAGEMENT, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$327.2M RAUM · 18 reps · 612-758-9140 · vanclemens.com
53
MARSJEWETT FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$734.7M RAUM · 7 reps · 425-289-5000 · marsjewett.com
53
PGI WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$932.0M RAUM · 8 reps · (888) 493-9022
53
Q CAPITAL SOLUTIONS — added office(s): 1 -> 2 additional locations. IAPD ↗
$255.7M RAUM · 2 reps · 732-600-5557 · qcapitalsolutions.com
53
FINANCIAL TRANSPARENCY — added office(s): 11 -> 13 additional locations. IAPD ↗
$306.3M RAUM · 17 reps · (336) 715-3300 · financialtransparencyllc.com
53
SPECTRUM WEALTH ADVISORY GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$370.0M RAUM · 4 reps · (916) 772-5970
53
OPTIMA ASSET MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$807.4M RAUM · 14 reps · 212-484-3000 · optima.com
53
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$352.2M RAUM · 38 reps · 212-698-3300 · firsteagle.com
53
SCHORN WEALTH — added office(s): 2 -> 3 additional locations. IAPD ↗
$367.8M RAUM · 8 reps · 610 399-1500 · schorn.net
53
INVESTMENT RESEARCH PARTNERS — added office(s): 0 -> 3 additional locations. IAPD ↗
$370.2M RAUM · 4 reps · 814-966-7206
53
EAGLEBROOK ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$350.2M RAUM · 4 reps · 786-807-7374
53
PRESIDIO CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$397.4M RAUM · 6 reps · 858-461-4959
53
BURKHOLDER WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$255.1M RAUM · 4 reps · 918-727-7100
53
SYNERGY INVESTMENT MANAGEMENT LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$461.2M RAUM · 9 reps · 321-203-4458
53
CREEKMUR ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$561.8M RAUM · 15 reps · 309-925-2043
53
HOXTON WEALTH USA LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
$470.0M RAUM · 37 reps · 737-249-9620
53
LINDENWOLD ADVISORS INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$278.6M RAUM · 3 reps · 610-396-2448 · lindenwoldadvisors.com
53
OXLER PRIVATE WEALTH — added office(s): 2 -> 4 additional locations. IAPD ↗
$539.6M RAUM · 3 reps · 212-785-2860 · oxlerpw.com
53
THE KELLY GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗
$953.2M RAUM · 14 reps · 410-893-0560 · kellyria.com
53
RISKBRIDGE ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$833.8M RAUM · 8 reps · (203) 658-6055 · riskbridgeadvisors.com
53
VENATOR MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$428.5M RAUM · 2 reps · 412-586-3747 · venatormanagement.com
53
BOS ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$828.7M RAUM · 7 reps · 833-943-8090 · bosassetmanagement.com
53
CITY DIFFERENT INVESTMENTS — added office(s): 3 -> 4 additional locations. IAPD ↗
$265.8M RAUM · 8 reps · 505-416-4550
53
KERA CAPITAL PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
$808.1M RAUM · 8 reps · 408-668-2201 · keracapital.com
53
THEPARTNERS WEALTH MANAGEMENT — added office(s): 12 -> 17 additional locations. IAPD ↗
$454.5M RAUM · 19 reps · 800-324-3010 · twsfinancialplanning.com
53
GLASSY MOUNTAIN ADVISORS, INC. — added office(s): 2 -> 9 additional locations. IAPD ↗
$334.9M RAUM · 6 reps · (301) 541-8900 · glassymountainadvisors.com
53
ENZI WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$424.0M RAUM · 3 reps · 512-795-0030
53
VANTAGE FINANCIAL PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$810.7M RAUM · 12 reps · 262-439-8587 · vantagefinancialwi.com
53
ALLOCATE MANAGEMENT COMPANY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$930.6M RAUM · 5 reps · 650-260-3431
53
STRATEGIC ADVOCATES, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$433.8M RAUM · 7 reps · (435) 755-9400 · wealth-advocates.com
53
TRANSCE3ND LLC — added office(s): 12 -> 16 additional locations. IAPD ↗
$362.0M RAUM · 39 reps · 512-268-9220 · e3wealth.com
53
UNIVERSAL FINANCIAL ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$251.1M RAUM · 6 reps · 314-721-5522 · universaladvisorsgroup.com
53
APOLLON FINANCIAL, LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
$890.4M RAUM · 13 reps · 843-579-0018 · apollonfinancial.com
53
ATLAS FIDUCIARY SERVICES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$257.7M RAUM · 2 reps · 603-581-7125 · afgplanning.com
53
SOLLINDA CAPITAL MANAGEMENT LLC — added office(s): 1 -> 7 additional locations. IAPD ↗
$909.4M RAUM · 14 reps · 8446621211 · sollinda.com
53
ONEASCENT FAMILY OFFICES — added office(s): 4 -> 5 additional locations. IAPD ↗
$360.2M RAUM · 6 reps · (205) 313-9142 · sovereignfamilyoffice.co
53
CRAFT & SAGE WEALTH — added office(s): 2 -> 3 additional locations. IAPD ↗
$289.7M RAUM · 7 reps · 816-436-9939
53
EAGLE WEALTH STRATEGIES — added office(s): 0 -> 1 additional locations. IAPD ↗
$557.6M RAUM · 8 reps · 856-845-4005 · eaglewealthstrategies.com
53
SECOND LINE CAPITAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$723.0M RAUM · 21 reps · 504-321-0923
53
STENGER FAMILY OFFICE, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$433.4M RAUM · 7 reps · 630-912-8295 · stengerfamilyoffice.com
53
CORNERSTONE ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$276.9M RAUM · 9 reps · 501-943-7132
53
BRIDGEPORT FINANCIAL SOLUTIONS — added office(s): 5 -> 8 additional locations. IAPD ↗
$484.5M RAUM · 11 reps · 877-411-2737 · bridgeport.financial
53
LEGACY WEALTH ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$348.0M RAUM · 3 reps · 305-808-6140 · lwgadvisors.com
53
TRIAD WEALTH PARTNERS, LLC — added office(s): 0 -> 9 additional locations. IAPD ↗
$425.0M RAUM · 13 reps · 785-830-0000 · triadwealthpartners.com
53
BBVA GLOBAL WEALTH ADVISORS, INC. — added office(s): 7 -> 9 additional locations. IAPD ↗
$523.7M RAUM · 22 reps · 3052057752 · bbvaglobalwealthadvisors.com
53
CURIO WEALTH, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$384.3M RAUM · 7 reps · 410-449-2599 · curiowealth.com
53
POTENTIA WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$485.5M RAUM · 8 reps · 408-288-7886 · potentiawealth.com
53
PLATFORM WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$328.6M RAUM · 9 reps · (385) 243-0553
53
CRUX WEALTH ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
$410.2M RAUM · 13 reps · 562.735.3875
53
A&M PRIVATE WEALTH PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$760.6M RAUM · 15 reps · 561-268-0900 · ampwp.com
53
PARKWOODS WEALTH PARTNERS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$408.6M RAUM · 3 reps · 315-757-1100 · parkwoodswealth.com
53
SHRIER WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$323.2M RAUM · 3 reps · 310-201-0200 · shrierwealth.com
50
NATIONWIDE SECURITIES, LLC — added office(s): 3 -> 11 additional locations. IAPD ↗
$0 RAUM · 5 reps · 888-753-7364 · nationwide.com
50
SYNDICATED CAPITAL, INC. — added office(s): 6 -> 8 additional locations. IAPD ↗
$123.0M RAUM · 9 reps · 310-751-7098 · syndicatedcapital.com
50
B.B. GRAHAM & COMPANY, INC. — added office(s): 8 -> 9 additional locations. IAPD ↗
$196.1M RAUM · 28 reps · (714) 628-5200 · bbgraham.com
50
SOUTHERN CAPITAL SERVICES INC — added office(s): 2 -> 3 additional locations. IAPD ↗
$174.1M RAUM · 6 reps · 251-626-1140 · southerncapitalservices.com
50
ROBBINS WEALTH MANAGEMENT — added office(s): 0 -> 3 additional locations. IAPD ↗
$220.9M RAUM · 3 reps · 814-838-4185 · investrwm.com
50
BEADELL A D INVESTMENT COUNSEL INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$217.3M RAUM · 2 reps · 262-241-0331 · adbeadell.com
50
BOYD FINANCIAL STRATEGIES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$121.0M RAUM · 3 reps · (508) 754-3226 · boydstrategy.com
50
SCHLINDWEIN ASSOCIATES LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$195.8M RAUM · 3 reps · 469-385-7040
50
CORRADO ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$202.2M RAUM · 5 reps · 201-661-6600
50
QUANTUM FINANCIAL ADVISORS INC — added office(s): 3 -> 5 additional locations. IAPD ↗
$163.7M RAUM · 7 reps · 301-296-6203 · instragram.com
50
SPECTRUM ADVISORS, INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
$149.0M RAUM · 4 reps · 972-931-3700 · spectrumadvisors.net
50
OVERRIDGE WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$238.2M RAUM · 7 reps · 817-738-1451
50
DECATUR CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$228.5M RAUM · 4 reps · 404-270-9838 · decaturcapital.com
50
CAPSTONE WEALTH MANAGEMENT GROUP, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$233.1M RAUM · 4 reps · 541-330-0266 · capstonewmg.com
50
DRAWBRIDGE CAPITAL — added office(s): 4 -> 5 additional locations. IAPD ↗
$189.9M RAUM · 7 reps · 918-493-4190 · drawbridge.capital
50
IKE CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$157.3M RAUM · 3 reps · 516-801-6565 · ikecapital.com
50
TURNER FINANCIAL GROUP, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$171.0M RAUM · 8 reps · 850-995-1797 · gfthomasadvisory.com
50
MZ CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$141.2M RAUM · 2 reps · 301-452-4220
50
HAWKINS INVESTMENT COUNSEL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$150.8M RAUM · 3 reps · 360.536.2181 · hawkinscounsel.com
50
PARKS CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$82.9M RAUM · 2 reps · 585-248-5700
50
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC — added office(s): 2 -> 7 additional locations. IAPD ↗
$2.0M RAUM · 9 reps · 504-520-8050 · colombim.com
50
STONECREST ADVISORS, INC. — added office(s): 8 -> 10 additional locations. IAPD ↗
$155.3M RAUM · 20 reps · 866-342-1069 · stonecrestpartners.com
50
AMIDON & PETERSEN FINANCIALS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$36.6M RAUM · 3 reps · (518) 852-3815 · petersenwealthmanagement.com
50
PARKER FINANCIAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$217.0M RAUM · 4 reps · 360-337-2701
50
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$222.6M RAUM · 10 reps · 443-224-1231 · equitycompass.com
50
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$154.5M RAUM · 8 reps · 312-380-5300
50
VISTICA WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$131.6M RAUM · 4 reps · 760-854-4003
50
TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT — added office(s): 7 -> 11 additional locations. IAPD ↗
$217.9M RAUM · 13 reps · 317-350-4255 · tsnwealth.com
50
LAIDLAW WEALTH MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$114.8M RAUM · 3 reps · 212-953-4910 · laidlawwealthmanagement.com
50
THIRD SIGMA INVESTMENT ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$116.2M RAUM · 3 reps · 302-656-1111 · thirdsigmaadvisors.com
50
GRADIENT ADVISORS, LLC — added office(s): 129 -> 153 additional locations. IAPD ↗
$218.6M RAUM · 169 reps · 877-885-0508 · thefinancialhq.com
50
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS — added office(s): 0 -> 1 additional locations. IAPD ↗
$196.6M RAUM · 2 reps · 541-500-4321 · jonescares.org
50
QUEST 10 WEALTH BUILDERS, INC. — added office(s): 0 -> 5 additional locations. IAPD ↗
$187.7M RAUM · 4 reps · 919-552-4286 · completefinancialsolutions.org
50
DESERT ROSE CAPITAL MANAGEMENT, INC. — added office(s): 4 -> 6 additional locations. IAPD ↗
$112.7M RAUM · 11 reps · 208 297-2710 · desertrosecapital.com
50
THE ARCHER CONSULTING GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$155.5M RAUM · 2 reps · 985-227-4019 · archerconsulting.com
50
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — added office(s): 16 -> 18 additional locations. IAPD ↗
$212.1M RAUM · 28 reps · 212-687-5650 · alexandercapitalwealthmanagement.com
50
SCHWAB WEALTH ADVISORY, INC. — added office(s): 67 -> 97 additional locations. IAPD ↗
$0 RAUM · 987 reps · 415-667-7000
50
CAPSTONE INVESTMENT GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$152.4M RAUM · 4 reps · 360-570-9888 · wisdomanddiscipline.com
50
DONALIES FINANCIAL PLANNING, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$180.2M RAUM · 3 reps · 240-888-2573 · donaliesfp.com
50
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. — added office(s): 3 -> 5 additional locations. IAPD ↗
$131.9M RAUM · 6 reps · 505-982-9661 · horizonssfs.com
50
RIK SAYLOR FINANCIAL, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$178.9M RAUM · 3 reps · (513) 829-8888 · riksaylorfinancial.com
50
PLANVISION, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$0 RAUM · 5 reps · (612) 965-4286 · planvisionmn.com
50
TFS ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$135.1M RAUM · 2 reps · (425) 776-0446
50
COHEN INVESTMENT ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$225.6M RAUM · 4 reps · (603) 232-8350 · investwithcohen.com
50
INVESTORS MOSAIC — added office(s): 0 -> 1 additional locations. IAPD ↗
$148.4M RAUM · 2 reps · (617) 272-0006 · investorsmosaic.com
50
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — added office(s): 0 -> 11 additional locations. IAPD ↗
$243.2M RAUM · 11 reps · (888) 256-6855 · mdfinancialadvisors.com
50
HIPPOCRATIC FINANCIAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$170.2M RAUM · 3 reps · 866-447-2380 · hippocraticfa.com
50
PARADY WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$156.1M RAUM · 2 reps · 352-674-3911
50
EXCEED ADVISORY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$76.7M RAUM · 2 reps · 646-580-7046
50
BIRCHVIEW CAPITAL, LP — added office(s): 0 -> 1 additional locations. IAPD ↗
$183.1M RAUM · 4 reps · 802-923-3826
50
MILLENNIAL ADVISERS, LLC. — added office(s): 4 -> 5 additional locations. IAPD ↗
$58.7M RAUM · 12 reps · 646-532-2400
50
YES WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$116.8M RAUM · 3 reps · (651) 426-5854
50
MATHIS WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$183.1M RAUM · 5 reps · 602-393-0501
50
WRENNE FINANCIAL PLANNING LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$231.3M RAUM · 6 reps · 859-538-6044
50
ABBINGTON INVESTMENT GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$122.9M RAUM · 3 reps · 207-433-5820 · abbingtongroup.com
50
GUIDE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$32.3M RAUM · 1 reps · 646-450-1001 · guidewealth.com
50
TFG FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$154.5M RAUM · 4 reps · (561) 209-1120
50
SIMMONS CAPITAL GROUP — added office(s): 1 -> 4 additional locations. IAPD ↗
$194.5M RAUM · 4 reps · (518) 406-5624 · simmonscapitalgroup.com
50
TOUCHSTONE CAPITAL, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$101.9M RAUM · 4 reps · (724) 933-8388 · touchstonecapital.com
50
FEDERAL PREP — added office(s): 1 -> 2 additional locations. IAPD ↗
$95.5M RAUM · 4 reps · (631) 750-6499
50
GREAT HILL ADVISORY — added office(s): 0 -> 1 additional locations. IAPD ↗
$178.4M RAUM · 3 reps · 516-500-1248 · baysidetaxandwealth.com
50
ROOTED PLANNING GROUP — added office(s): 2 -> 5 additional locations. IAPD ↗
$117.7M RAUM · 4 reps · 607-438-2761
50
Q3 ADVISORS, LLC — added office(s): 7 -> 11 additional locations. IAPD ↗
$0 RAUM · 12 reps · 720-730-9892
50
RIDGELINE WEALTH ADVISORS, LLC. — added office(s): 1 -> 5 additional locations. IAPD ↗
$141.7M RAUM · 4 reps · 919-782-0494 · ridgelinewealthadvisors.com
50
DAVIMAN FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$152.8M RAUM · 3 reps · 317-207-0175
50
WEALTHUNITE ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$56.5M RAUM · 1 reps · (516) 805-2024
50
FISHER & WIENS WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$231.6M RAUM · 1 reps · 925-964-0090 · fisherandwiens.com
50
ROBBINS FARLEY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$225.1M RAUM · 3 reps · 603-703-0255
50
HERITAGE WEALTH PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$176.3M RAUM · 4 reps · 614-389-2488 · hwp-oh.com
50
FBL WEALTH MANAGEMENT, LLC — added office(s): 162 -> 171 additional locations. IAPD ↗
$8.7M RAUM · 138 reps · 515-225-5400 · fbfs.com
50
EPIC WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$112.3M RAUM · 4 reps · 405-257-0301 · epicwmg.com
50
MPI WEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$236.4M RAUM · 3 reps · 630-325-6900 · mpiwealthmanagement.com
50
ECIO, INC. — added office(s): 0 -> 7 additional locations. IAPD ↗
$231.7M RAUM · 4 reps · 608-291-4646 · getecio.com
50
BLACK KNIGHT WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$240.0M RAUM · 5 reps · 972-786-6527 · blackknightwm.com
50
RAYLIANT INVESTMENT RESEARCH — added office(s): 0 -> 4 additional locations. IAPD ↗
$167.6M RAUM · 11 reps · 626-407-4581 · rayliant.com
50
BRIAN LOW FINANCIAL GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$184.2M RAUM · 4 reps · 225-292-4225 · brianlowfinancial.com
50
ADVISOR SHARE WEALTH MANAGEMENT, LLC — added office(s): 21 -> 35 additional locations. IAPD ↗
$185.2M RAUM · 35 reps · 866-232-3251 · advisorsharewm.com
50
CHANNEL INVESTMENT PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
$34.4M RAUM · 2 reps · 571-721-1852 · channelinvestmentpartners.com
50
SONOMA PRIVATE WEALTH LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$136.7M RAUM · 3 reps · 415-806-0073 · sonomaprivatewealth.com
50
TEAM WEALTH & TAX ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$185.8M RAUM · 6 reps · 951-308-6444 · g.co
50
PARK AVENUE INVESTMENT ADVISORY, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$98.3M RAUM · 87 reps · 800-879-6934 · parkavenuesecurities.com
50
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$194.4M RAUM · 1 reps · 972-833-2684
50
INVESTED ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
$226.2M RAUM · 2 reps · 814-235-2703 · weareinvested.com
50
TRANSCEND ADVISOR GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$206.6M RAUM · 3 reps · 262-884-9983 · info@transcendadvisorgroup.com
50
THE WEALTHGARDEN F.S. LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$182.3M RAUM · 3 reps · 310-571-8489 · thewealthgardenfs.com
50
INTEGRATED WEALTHCARE, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$144.9M RAUM · 4 reps · 866-694-6292
50
J.M. ARBOUR, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$154.0M RAUM · 6 reps · (207) 248-6767 · jmarbour.com
50
SKYBOUND WEALTH MANAGEMENT USA, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$160.6M RAUM · 6 reps · 1-346-845-0001
50
INTEGRITY FINANCIAL ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$124.4M RAUM · 9 reps · 978-338-4830 · integrityfa.com
50
LAKE AVENUE FINANCIAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$137.9M RAUM · 3 reps · 626-689-2012 · firstteamadvisors.com
50
WINCAP FINANCIAL LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$153.3M RAUM · 5 reps · (617) 590-3250 · wincapfinancial.com
50
ARBOR PRIVATE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$139.2M RAUM · 2 reps · 703-559-7975
50
TWIN CITY PRIVATE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$129.9M RAUM · 3 reps · 336-930-9494 · twincitywealth.com
50
STREETBEAT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$3.9M RAUM · 0 reps · 650-204-0399 · streetbeat.com
50
NORMANDY INVESTMENT ADVISORS — added office(s): 4 -> 6 additional locations. IAPD ↗
$142.0M RAUM · 6 reps · 913-914-1944 · normandyia.com
50
FAMILY FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$232.8M RAUM · 2 reps · (310) 598-8481 · familyfinancial.biz
50
SENIOR TAX ADVISORY GROUP, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$88.5M RAUM · 3 reps · 719-596-4844 · springstax.com
50
IA NETWORK, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$183.5M RAUM · 4 reps · 704-272-1211
50
ICW HOLDINGS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$107.7M RAUM · 1 reps · 347-413-4750 · icwinvest.co
50
TABLEAUX WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗
$154.3M RAUM · 4 reps · 413-264-2400
50
ATHENA WEALTH MANAGEMENT, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$140.6M RAUM · 1 reps · (408) 684-3705 · athenawm.com
50
HALLSTATT ADVISORS L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗
$156.0M RAUM · 2 reps · 212-804-9085
50
OXFORD WEALTH GROUP, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$235.9M RAUM · 8 reps · 407-495-2004
50
RANGE ADVISORY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$144.7M RAUM · 17 reps · (703) 261-4126
50
COINBASE ASSET MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$87.9M RAUM · 9 reps · (203) 489-1450
50
MOORE WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$144.4M RAUM · 5 reps · (301) 631-1207 · moorewealthinc.com
50
MAGNOLIA PRIVATE WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$225.7M RAUM · 4 reps · 5714771375 · magnoliapw.com
50
DIAZO, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$177.9M RAUM · 4 reps · 702-745-1800
50
BROADSTREET GLOBAL ADVISORS, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$118.3M RAUM · 7 reps · 914-427-8036 · broadstreetglobaladvisors.com
50
ONEWELTH INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$85.7M RAUM · 2 reps · 212-750-0718
50
MDRN CAPITAL — added office(s): 9 -> 23 additional locations. IAPD ↗
$160.9M RAUM · 23 reps · 410-533-9966
50
COVINGTONALSINA — added office(s): 0 -> 1 additional locations. IAPD ↗
$189.3M RAUM · 4 reps · 410-457-7165
50
FINANCIAL MANAGEMENT ASSOCIATES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$126.6M RAUM · 1 reps · 978-687-2867 · fmallc.com
50
INDEX TECHNOLOGIES GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$105.0M RAUM · 4 reps · 212-466-6760
50
SPHINX INVESTMENTS LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$64.7M RAUM · 4 reps · 833-247-7833 · sphinx.com
50
SSB&T WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$131.0M RAUM · 1 reps · 830-997-7575 · ssbtwealth.com
50
LYNK CAPITAL MANAGEMENT COMPANY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$225.2M RAUM · 4 reps · 407-476-2500
50
TORREN MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$177.0M RAUM · 3 reps · 619-649-0700 · torren.com
50
QUANTCA FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$10,029 RAUM · 1 reps · 3023215022 · quantca.com
50
ALTITUDE CAPITAL MANAGEMENT LLC — added office(s): 6 -> 15 additional locations. IAPD ↗
$49.4M RAUM · 16 reps · 515-207-3310 · altitudecm.com
50
KILTER GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
$202.1M RAUM · 4 reps · 646-438-6557 · kiltergroup.com
50
SMART STEPS WEALTH MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$60.9M RAUM · 1 reps · 314-970-2377 · smartstepswealth.com
50
CONCURRENT ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$32.9M RAUM · 2 reps · 813-575-2652 · concurrentam.com
50
ZERO DAY CAPITAL ENTERPRISES LLC — added office(s): 9 -> 12 additional locations. IAPD ↗
$35.2M RAUM · 12 reps · 702 271 3265 · zerodaycapital.com
50
OUTRUNNER CAPITAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$233.2M RAUM · 5 reps · 512-649-3192 · outrunnercapital.com
50
TRUEHAVEN CAPITAL — added office(s): 0 -> 2 additional locations. IAPD ↗
$117.2M RAUM · 1 reps · 210-260-8668 · truehaven.net
50
SANDRO WEALTH MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$0 RAUM · 5 reps · 2016613416 · sandrowealth.com
50
ADVISIFI LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$0 RAUM · 2 reps · 888 983-2897 · advisifi.co
50
ROUTE 20 PRIVATE WEALTH INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$54.6M RAUM · 4 reps · 954-712-7490 · route20wealth.com
50
YANDELL INVESTMENTS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$154.2M RAUM · 1 reps · 407-898-5777
50
GRP FINANCIAL SERVICES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$109.9M RAUM · 5 reps · (207) 622-4494 · grplans.com
50
CANDLESTICK AI — added office(s): 0 -> 1 additional locations. IAPD ↗
$5,000 RAUM · 2 reps · 973-932-9139
50
COQUINA PRIVATE WEALTH ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
$0 RAUM · 8 reps · 941-206-5120 · coquinaprivatewealth.com
50
TRUMAN WEALTH ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
$0 RAUM · 3 reps · 573-227-2077 · trumanwealthadvisors.com
50
EXCELSIOR ADVISOR NETWORK LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$109.5M RAUM · 4 reps · 773-331-4692 · excelsioradvisor.com
50
ARVEST WEALTH MANAGEMENT — moved its main office from ROGERS, AR to LOWELL, AR. IAPD ↗
$2.82B RAUM · 216 reps · 888-916-2121 · share.arvest.com
50
MELLON INVESTMENTS CORPORATION — moved its main office from BOSTON, MA to PITTSBURGH, PA. IAPD ↗
$763.69B RAUM · 67 reps · 617-248-3682
50
TLG ADVISORS, INC. — moved its main office from LITTLETON, CO to SUMMIT, NJ. IAPD ↗
$1.95B RAUM · 147 reps · 888-371-0013
50
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. — moved its main office from ST. LOUIS, MO to CHESTERFIELD, MO. IAPD ↗
$2.20B RAUM · 39 reps · 888-882-0072 · acropolisinvestment.biz
50
MCF ADVISORS, LLC — moved its main office from COVINGTON, KY to LEXINGTON, KY. IAPD ↗
$3.33B RAUM · 18 reps · 859-967-0999 · mcfinstitutional.com
50
BILL FEW ASSOCIATES, INC. — moved its main office from PITTSBURGH, PA to SEWICKLEY, PA. IAPD ↗
$2.64B RAUM · 29 reps · 412 630-6000 · g.co
50
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC — moved its main office from SANTA MONICA, CA to NEW YORK, NY. IAPD ↗
$228.74B RAUM · 173 reps · 212-739-0700
50
BLACK DIAMOND FINANCIAL, LLC — moved its main office from TOWSON, MD to LUTHERVILLE, MD. IAPD ↗
$1.04B RAUM · 11 reps · 443-841-7772 · blackdfinancial.com
50
RETIREMENT MANAGEMENT SYSTEMS — moved its main office from STEVENSVILLE, MD to LEONARDTOWN, MD. IAPD ↗
$1.66B RAUM · 5 reps · 301-327-5312
50
ALPHA CUBED INVESTMENTS, LLC — moved its main office from IRVINE, CA to COSTA MESA, CA. IAPD ↗
$3.03B RAUM · 24 reps · (800) 701-2457
50
MCADAM LLC — moved its main office from PHILADELPHIA, PA to RADNOR, PA. IAPD ↗
$2.29B RAUM · 138 reps · (888) 614-5323
50
SCHOOLCRAFT CAPITAL LLC — moved its main office from BOULDER, CO to DENVER, CO. IAPD ↗
$1.23B RAUM · 8 reps · 303-625-6868 · schoolcraftcapital.com
50
FAIRCOURT PARTNERS, LLC — moved its main office from CHICAGO, IL to LAKE BLUFF, IL. IAPD ↗
$2.45B RAUM · 3 reps · (312) 819-5010
50
HAYS FINANCIAL GROUP, LLC — moved its main office from EDINA, MN to MINNEAPOLIS, MN. IAPD ↗
$6.09B RAUM · 4 reps · (612) 373-9863
50
DALTON INVESTMENTS, INC. — moved its main office from LAS VEGAS, NV to EL SEGUNDO, CA. IAPD ↗
$4.11B RAUM · 17 reps · 4242319100 · daltoninvestments.com
50
BLEAKLEY FINANCIAL GROUP, LLC — moved its main office from FAIRFIELD, NJ to PARSIPPANY, NJ. IAPD ↗
$10.07B RAUM · 84 reps · (973) 575-4180
50
STRIVE ASSET MANAGEMENT — moved its main office from DUBLIN, OH to DALLAS, TX. IAPD ↗
$2.06B RAUM · 10 reps · 872-270-5406
48
KEYSTONE FINANCIAL PLANNING, INC — moved its main office from MIDDLEBURG HEIGHTS, OH to WESTLAKE, OH. IAPD ↗
$377.5M RAUM · 2 reps · 440-234-6323 · keystonefin.com
48
PEGASUS ASSET MANAGEMENT INC — moved its main office from MONTEBELLO, NY to MORRISTOWN, NJ. IAPD ↗
$473.2M RAUM · 3 reps · 845-369-9422 · pegasusassetmgt.com
48
PVG ASSET MANAGEMENT CORP — moved its main office from DENVER, CO to CENTENNIAL, CO. IAPD ↗
$617.9M RAUM · 6 reps · 303-526-0548 · facebook.com\pvgasset
48
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC — moved its main office from IPSWICH, MA to BEVERLY, MA. IAPD ↗
$695.6M RAUM · 6 reps · 978-356-6333 · ipswichinvestment.com
48
ITS ASSET MANAGEMENT, L.P. — moved its main office from WASHINGTON, PA to NORTH HAVEN, CT. IAPD ↗
$282.8M RAUM · 2 reps · 203-234-9499 · ptsmanagement.com
48
BELL INVESTMENT ADVISORS INC — moved its main office from OAKLAND, CA to ORINDA, CA. IAPD ↗
$686.4M RAUM · 6 reps · 510-433-1066
48
MEIRA WEALTH — moved its main office from CORAL CABLES, FL to CORAL GABLES, FL. IAPD ↗
$279.6M RAUM · 5 reps · 305-670-4440
48
ASSET PLANNING, INC — moved its main office from CYPRESS, CA to LOS ALAMITOS, CA. IAPD ↗
$506.0M RAUM · 6 reps · 714-827-5794 · assetplanninginc.com
48
CASTLE WEALTH MANAGEMENT — moved its main office from WEST PALM BEACH, FL to BOYNTON BEACH, FL. IAPD ↗
$371.9M RAUM · 6 reps · 561-686-9604
48
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. — moved its main office from REDWOOD CITY, CA to PETALUMA, CA. IAPD ↗
$253.6M RAUM · 2 reps · (650) 463-0200
48
ALTRIUS CAPITAL MANAGEMENT, INC. — moved its main office from NEW BERN, NC to GRAND RAPIDS, MI. IAPD ↗
$626.8M RAUM · 7 reps · 252-638-7598 · altrius-capital.com
48
CONFIDENCE WEALTH MANAGEMENT, INC. — moved its main office from HENDERSON, NV to LOS ANGELES, CA. IAPD ↗
$344.2M RAUM · 12 reps · 310-824-1000
48
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC — moved its main office from NEW YORK, NY to CHARLOTTESVILLE, VA. IAPD ↗
$323.7M RAUM · 4 reps · 800-628-3812 · fieldsgottscho.com
48
OPTIVEST, INC. — moved its main office from DANA POINT, CA to SAN JUAN CAPISTRANO, CA. IAPD ↗
$316.1M RAUM · 3 reps · 949-363-8686 · optivestinc.com
48
INTEGRITY FINANCIAL CORPORATION — moved its main office from CHEYENNE, WY to JACKSON, WY. IAPD ↗
$680.1M RAUM · 20 reps · 8007944015
48
THE WEALTH COLLABORATIVE, INC. — moved its main office from WESTLAKE VILLAGE, CA to CORONA DEL MAR, CA. IAPD ↗
$702.0M RAUM · 2 reps · 818-577-1180
48
MERITAS WEALTH MANAGEMENT, LLC — moved its main office from LARKSPUR, CA to SAN RAFAEL, CA. IAPD ↗
$533.8M RAUM · 5 reps · 415-300-4560
48
NAUTILUS ADVISORS LLC — moved its main office from SAN DIEGO, CA to LA JOLLA, CA. IAPD ↗
$267.6M RAUM · 3 reps · 619-573-4590
48
FULLCIRCLE WEALTH LLC — moved its main office from DALLAS, TX to MCKINNEY, TX. IAPD ↗
$393.5M RAUM · 4 reps · 972-480-6200 · fullcircle-wealth.com
48
FINANCIAL PLANNING SOLUTIONS, LLC — moved its main office from NEWTON, MA to AUBURNDALE, MA. IAPD ↗
$312.4M RAUM · 5 reps · 617-630-4978 · elderplan.com
48
HARPSWELL CAPITAL ADVISORS, LLC — moved its main office from NEW GLOUCESTER, ME to YARMOUTH, ME. IAPD ↗
$497.4M RAUM · 2 reps · 207-926-1380
48
ALIGN IMPACT, LLC — moved its main office from SANTA MONICA, CA to DENVER, CO. IAPD ↗
$782.3M RAUM · 19 reps · 805-243-8055
48
ARJUNA CAPITAL, LLC — moved its main office from DURHAM, NC to MANCHESTER, MA. IAPD ↗
$634.1M RAUM · 3 reps · (978) 704-0112 · arjuna-capital.com
48
ATLAS PRIVATE WEALTH ADVISORS — moved its main office from MATAWAN, NJ to RED BANK, NJ. IAPD ↗
$688.1M RAUM · 13 reps · (888) 996-2666
48
MARIN BAY WEALTH ADVISORS, LLC — moved its main office from SAUSALITO, CA to SAN ANSELMO, CA. IAPD ↗
$328.7M RAUM · 2 reps · 415-944-6457
48
4J WEALTH MANAGEMENT, LLC — moved its main office from ALEXANDRIA, VA to MCLEAN, VA. IAPD ↗
$294.1M RAUM · 4 reps · (703) 566-9573
48
HOXTON WEALTH USA LLC — moved its main office from BARSHA HEIGHTS, DUBAI, to JERSEY CITY, NJ. IAPD ↗
$470.0M RAUM · 37 reps · 737-249-9620
48
TACTIVE ADVISORS, LLC — moved its main office from JACKSONVILLE, FL to SARASOTA, FL. IAPD ↗
$456.9M RAUM · 13 reps · 855-282-2848 · pcliftonfinancial.com
48
UNION HERITAGE CAPITAL — moved its main office from BLOOMFIELD HILLS, MI to DETROIT, MI. IAPD ↗
$279.8M RAUM · 1 reps · 313-300-0207 · unionheritage.com
48
ESSENTIAL PARTNERS LLC — moved its main office from PACIFIC PALISADES, CA to RANCHO SANTA FE,, CA. IAPD ↗
$325.1M RAUM · 1 reps · 213-878-0074 · essentialp.com
48
TRANSCE3ND LLC — moved its main office from KYLE, TX to BUDA, TX. IAPD ↗
$362.0M RAUM · 39 reps · 512-268-9220 · e3wealth.com
48
BRIDGEPORT FINANCIAL SOLUTIONS — moved its main office from FAIRFIELD, IA to PHOENIX, AZ. IAPD ↗
$484.5M RAUM · 11 reps · 877-411-2737 · bridgeport.financial
48
FRANKLIN MANAGED OPTIONS STRATEGIES, LLC — moved its main office from WESTPORT, CT to STAMFORD, CT. IAPD ↗
$447.4M RAUM · 3 reps · (888) 865-7268 · franklintempleton.com
48
FIRST TURN MANAGEMENT, LLC — moved its main office from DEL MAR, CA to SOLANA BEACH, CA. IAPD ↗
$536.6M RAUM · 3 reps · 310-902-0958
48
A&M PRIVATE WEALTH PARTNERS, LLC — moved its main office from PALM BEACH GARDENS, FL to WEST PALM BEACH, FL. IAPD ↗
$760.6M RAUM · 15 reps · 561-268-0900 · ampwp.com
48
NAVISTA WEALTH MANAGEMENT, INC. — moved its main office from MINNEAPOLIS, MN to MINNETONKA, MN. IAPD ↗
$632.6M RAUM · 3 reps · 612-315-2400 · navistawealth.com
48
ELEVATED FINANCIAL GROUP — moved its main office from INDIANAPOLIS, IN to CARMEL, IN. IAPD ↗
$399.3M RAUM · 4 reps · 317-533-7721 · elevatedfg.com
45
WESTPARK CAPITAL, INC. — moved its main office from LOS ANGELES, CA to NEW YORK, NY. IAPD ↗
$47.6M RAUM · 10 reps · 347-429-8380 · diligentfinancialgroup.com
45
GUILD INVESTMENT MANAGEMENT, INC. — moved its main office from LOS ANGELES, CA to WESTLAKE VILLAGE, CA. IAPD ↗
$151.9M RAUM · 3 reps · 310-826-8600 · guildinvestment.com
45
PEGASUS GROUP, LLC — moved its main office from MONTEBELLO, NY to MORRISTOWN, NJ. IAPD ↗
$77.3M RAUM · 2 reps · 845-369-9422
45
SPECTRUM ADVISORS, INC. — moved its main office from ADDISON, TX to PLANO, TX. IAPD ↗
$149.0M RAUM · 4 reps · 972-931-3700 · spectrumadvisors.net
45
SEAMANS CAPITAL MANAGEMENT, LLC — moved its main office from LEXINGTON, MA to WALTHAM, MA. IAPD ↗
$124.8M RAUM · 3 reps · 781-890-5225 · seamansholdings.com
45
BASSETT HARGROVE INVESTMENT COUNSEL, LLC — moved its main office from GREENVILLE, DE to CHADDS FORD, PA. IAPD ↗
$114.9M RAUM · 1 reps · 610-388-7803 · bassetthargrove.com
45
BLUE MARBLE INVESTMENTS — moved its main office from SAN LUIS OBISPO, CA to SANTA BARBARA, CA. IAPD ↗
$181.4M RAUM · 3 reps · 805-595-1820
45
QUANTITATIVE ASSET MANAGEMENT, LLC — moved its main office from WAYZATA, MN to MINNETONKA, MN. IAPD ↗
$163.6M RAUM · 2 reps · 952-476-7855 · qamgmt.com
45
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS — moved its main office from MEDFORD, OR to JACKSONVILLE, OR. IAPD ↗
$196.6M RAUM · 2 reps · 541-500-4321 · jonescares.org
45
CORE PLANNING — moved its main office from ST. LOUIS, MO to OFALLON, MO. IAPD ↗
$121.5M RAUM · 32 reps · 636-734-7507 · savor.financial
45
PMD ADVISORY — moved its main office from VESTAVIA HILLS, AL to HOOVER, AL. IAPD ↗
$104.4M RAUM · 2 reps · 205-986-0060 · pmdadvisory.com
45
APPROACH RETIREMENT ADVISORS, LLC — moved its main office from VESTAVIA, AL to BIRMINGHAM, AL. IAPD ↗
$199.4M RAUM · 2 reps · (205) 588-8637 · approachretirement.com
45
ARISTOTLE CREDIT PARTNERS, LLC — moved its main office from NEWPORT BEACH, CA to LOS ANGELES, CA. IAPD ↗
$225.0M RAUM · 2 reps · 949-681-2100
45
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. — moved its main office from WESTLAKE, OH to CLEVELAND, OH. IAPD ↗
$53.9M RAUM · 0 reps · 440-899-1121
45
SAPIENCE INVESTMENTS, LLC — moved its main office from NEWPORT BEACH, CA to IRVINE, CA. IAPD ↗
$184.7M RAUM · 4 reps · 949 662 1011 · sapienceinv.com
45
PLANROCK INVESTMENTS LLC — moved its main office from BRENTWOOD, TN to FRANKLIN, TN. IAPD ↗
$64.4M RAUM · 4 reps · 800-677-6025 · planrock.com
45
RAYLIANT INVESTMENT RESEARCH — moved its main office from PASADENA, CA to NEWPORT BEACH, CA. IAPD ↗
$167.6M RAUM · 11 reps · 626-407-4581 · rayliant.com
45
WINTER & ASSOCIATES, INC. — moved its main office from SAINT PAUL, MN to ST. PAUL, MN. IAPD ↗
$147.5M RAUM · 4 reps · (651) 414-5000
45
FINANCIAL PLANNING SERVICES, INC. — moved its main office from CHARLOTTE, NC to FORT LAUDERDALE, FL. IAPD ↗
$145.0M RAUM · 2 reps · 954-526-8339 · ifsinvest.com
45
SKYBOUND WEALTH MANAGEMENT USA, LLC — moved its main office from LONDON, to HOUSTON, TX. IAPD ↗
$160.6M RAUM · 6 reps · 1-346-845-0001
45
CALLAHAN FINANCIAL PLANNING — moved its main office from COUNCIL BLUFFS, IA to TREYNOR, IA. IAPD ↗
$86.3M RAUM · 3 reps · (800) 991-5195 · callahanfp.com
45
BLUEPRINT FINANCIAL ADVISORS — moved its main office from GREENSBORO, NC to CHARLOTTE, NC. IAPD ↗
$201.5M RAUM · 17 reps · 844-200-2568 · bluegrasscapadv.com
45
VALUR ROBO ADVISORS — moved its main office from MIAMI, FL to NEW YORK, NY. IAPD ↗
$2.9M RAUM · 1 reps · 415-968-9304 · valurfinance.com
45
TRUEDGE ASSET MANAGEMENT LLC — moved its main office from CARMEL, IN to INDIANAPOLIS, IN. IAPD ↗
$306,351 RAUM · 1 reps · 317-581-4010 · truedgeam.com
45
COVINGTONALSINA — moved its main office from ANNAPOLIS, MD to JACKSONVILLE, FL. IAPD ↗
$189.3M RAUM · 4 reps · 410-457-7165
45
KELLY WEALTH MANAGEMENT, INC. — moved its main office from SOUTHFIELD, MI to ROYAL OAK, MI. IAPD ↗
$134.4M RAUM · 2 reps · 248-262-7217
45
DECISIONMAP WEALTH MANAGEMENT, LLC — moved its main office from RESTON, VA to GREAT FALLS, VA. IAPD ↗
$242.5M RAUM · 4 reps · (703) 520-1160 · decisionmap.com
45
EMPOWER PRIVATE WEALTH — moved its main office from SARASOTA, FL to NEW YORK, NY. IAPD ↗
$29.5M RAUM · 1 reps · 941-340-0404 · empowerpw.com
45
PIPER SANDLER & CO. — added office(s): 7 -> 8 additional locations. IAPD ↗institutional
$1.99B RAUM · 21 reps · 612-303-6000 · pipersandler.com
45
GUGGENHEIM FUNDS DISTRIBUTORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$6.85B RAUM · 8 reps · 800-820-0888 · guggenheiminvestments.com
45
NUVEEN FUND ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$162.63B RAUM · 26 reps · 312-917-7700
45
TIAA-CREF INVESTMENT MANAGEMENT LLC — added office(s): 14 -> 19 additional locations. IAPD ↗institutional
$271.41B RAUM · 299 reps · 212-490-9000
45
MISSIONSQUARE INVESTMENTS — added office(s): 6 -> 7 additional locations. IAPD ↗institutional
$50.31B RAUM · 80 reps · 202-962-4600 · vantagepointfunds.org
45
NLG CAPITAL, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$39.10B RAUM · 41 reps · 802-229-3773
45
INTERCONTINENTAL REAL ESTATE CORPORATION — added office(s): 10 -> 12 additional locations. IAPD ↗institutional
$12.58B RAUM · 38 reps · 617-782-2600
45
WATER ISLAND CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$1.41B RAUM · 7 reps · 800-560-8210 · altsharesetfs.com
45
SVB ASSET MANAGEMENT — added office(s): 13 -> 18 additional locations. IAPD ↗institutional
$32.96B RAUM · 104 reps · 866-719-9117 · svb.com
45
CATALYST CAPITAL ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$10.13B RAUM · 8 reps · 787-334-1781 · catalystmf.com
45
VERSUS CAPITAL ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$4.59B RAUM · 8 reps · 877-200-1878 · versuscapital.com
45
ARES CAPITAL MANAGEMENT II LLC — added office(s): 17 -> 22 additional locations. IAPD ↗institutional
$8.96B RAUM · 653 reps · 310-201-4100
45
ALLIANCE PARTNERS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗institutional
$2.25B RAUM · 19 reps · 301-232-5400
45
MADISON REALTY CAPITAL — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$6.37B RAUM · 35 reps · 646-442-0714 · vimeo.com
45
TPG GLOBAL ADVISORS, LLC — added office(s): 18 -> 20 additional locations. IAPD ↗institutional
$147.44B RAUM · 617 reps · 817-871-4000
45
PLANPILOT — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$3.71B RAUM · 11 reps · 312-973-4911
45
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS — added office(s): 17 -> 19 additional locations. IAPD ↗institutional
$18.95B RAUM · 68 reps · 212-850-4260
45
MONROE CAPITAL BDC ADVISORS, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗institutional
$4.80B RAUM · 14 reps · (312) 258-8300 · monroebdc.com
45
CVC ADVISORS (U.S.) INC. — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$20.92B RAUM · 54 reps · +1 212-265-6222
45
BLACKSTONE CREDIT BDC ADVISORS LLC — added office(s): 11 -> 12 additional locations. IAPD ↗institutional
$84.76B RAUM · 344 reps · 212-503-2100 · soundcloud.com
45
LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$16.86B RAUM · 24 reps · 212-301-1810
45
BNY MELLON ETF INVESTMENT ADVISER, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$7.25B RAUM · 2 reps · 212-635-8827 · bny.com
45
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$47.43B RAUM · 82 reps · (617) 248-3000
45
ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗institutional
$12.72B RAUM · 10 reps · 212-895-2000
45
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗institutional
$1.02B RAUM · 109 reps · (203) 542-4200
45
VOLATILITY SHARES LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$4.02B RAUM · 9 reps · 866-261-0273
43
M FINANCIAL INVESTMENT ADVISERS INC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$937.9M RAUM · 0 reps · 503-232-6960 · mfin.com
43
NORTHMARQ FUND MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$491.7M RAUM · 7 reps · 503-952-0700 · northmarq.com
43
ALPHACENTRIC ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$495.0M RAUM · 7 reps · 787-334-1781 · alphacentricfunds.com
43
VCC ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$947.2M RAUM · 45 reps · 212-235-2600 · man.com
43
ICAPITAL REGISTERED FUND ADVISER LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$917.9M RAUM · 10 reps · 212-994-7400 · icapitalnetwork.com
43
POLYMER CAPITAL MANAGEMENT (US), LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$802.5M RAUM · 17 reps · 646-660-0364
40
PRUCO SECURITIES, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗institutional
$0 RAUM · 0 reps · 973-802-6000 · prudential.com
40
USI SECURITIES, INC. — added office(s): 14 -> 15 additional locations. IAPD ↗institutional
$0 RAUM · 19 reps · 860-652-3239
40
BRIDGEWATER ASSOCIATES, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$136.49B RAUM · 253 reps · 203-226-3030
40
HEITMAN CAPITAL MANAGEMENT LLC — added office(s): 8 -> 9 additional locations. IAPD ↗fund
$8.39B RAUM · 186 reps · (312) 855-5700 · heitman.com
40
VANGUARD GROUP INC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$10246.60B RAUM · 330 reps · 610-669-1000
40
UBS REALTY INVESTORS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$2.53B RAUM · 27 reps · 860-616-9000 · ubs.com
40
FIRST EAGLE INVESTMENT MANAGEMENT, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗fund
$101.61B RAUM · 43 reps · 212-698-3300 · firsteagle.com
40
GAM USA INC. — added office(s): 0 -> 3 additional locations. IAPD ↗fund
$1.15B RAUM · 4 reps · 212-407-4600
40
GOLDENTREE ASSET MANAGEMENT LP — added office(s): 4 -> 7 additional locations. IAPD ↗fund
$63.45B RAUM · 70 reps · 212-847-3500 · goldentree.com
40
AXA INVESTMENT MANAGERS US INC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$91.13B RAUM · 109 reps · 203-983-4200
40
CABOT PROPERTIES L.P. — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$9.29B RAUM · 118 reps · 617-723-7400 · cabotprop.com
40
ARES MANAGEMENT LLC — added office(s): 24 -> 53 additional locations. IAPD ↗fund
$359.15B RAUM · 1092 reps · 310-201-4100 · aresacquisitioncorporationii.com
40
FRANCIS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 21 reps · 866-232-6457 · francisway.com
40
ARES CAPITAL MANAGEMENT LLC — added office(s): 15 -> 16 additional locations. IAPD ↗fund
$85.09B RAUM · 477 reps · 310-201-4100
40
TPG ANGELO GORDON — added office(s): 7 -> 18 additional locations. IAPD ↗fund
$100.72B RAUM · 326 reps · 212.692.2000 · angelogordon.com
40
BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$30.05B RAUM · 283 reps · 212-503-2100 · blackstone.podbean.com
40
BAIN CAPITAL CREDIT, LP — added office(s): 14 -> 16 additional locations. IAPD ↗fund
$67.99B RAUM · 255 reps · 617-516-2318
40
BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. — added office(s): 10 -> 13 additional locations. IAPD ↗fund
$2.95B RAUM · 404 reps · 212-583-5000 · blackstone.com
40
MAGNETAR FINANCIAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$26.23B RAUM · 64 reps · 847-905-4400
40
GLAZER CAPITAL, LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.08B RAUM · 17 reps · 212-808-7304 · glazercapital.com
40
BLACKSTONE MANAGEMENT PARTNERS L.L.C. — added office(s): 9 -> 10 additional locations. IAPD ↗fund
$141.44B RAUM · 182 reps · 212-583-5000
40
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP — added office(s): 11 -> 12 additional locations. IAPD ↗fund
$46.49B RAUM · 344 reps · 212-503-2100
40
THIRD POINT LLC — added office(s): 3 -> 6 additional locations. IAPD ↗fund
$21.78B RAUM · 65 reps · 212-715-3880 · thirdpoint.com
40
MORGAN CREEK CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.51B RAUM · 17 reps · 919-933-4004 · morgancreekcap.com
40
BLACKSTONE REAL ESTATE ADVISORS L.P. — added office(s): 10 -> 13 additional locations. IAPD ↗fund
$134.59B RAUM · 404 reps · 212-583-5000
40
KOHLBERG KRAVIS ROBERTS & CO. L.P. — added office(s): 18 -> 19 additional locations. IAPD ↗fund
$351.95B RAUM · 671 reps · 212-750-8300
40
BLACKSTONE LIQUID CREDIT STRATEGIES LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$37.26B RAUM · 325 reps · 212-503-2100 · soundcloud.com
40
PARTNERS GROUP (USA) INC. — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$27.52B RAUM · 267 reps · 212-908-2600 · partnersgroup.com
40
BAIN CAPITAL PRIVATE EQUITY, LP — added office(s): 12 -> 15 additional locations. IAPD ↗fund
$71.61B RAUM · 419 reps · 617-516-2318 · baincapitallifesciences.com
40
VOLEON CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$16.36B RAUM · 18 reps · 510-704-9870
40
CITADEL ADVISORS LLC — added office(s): 22 -> 27 additional locations. IAPD ↗fund
$445.96B RAUM · 1237 reps · 305-929-6851
40
BROOKFIELD ASSET MANAGEMENT PIC US, LLC — added office(s): 41 -> 44 additional locations. IAPD ↗fund
$92.29B RAUM · 1610 reps · 212-417-7000 · brookfield.com
40
CERBERUS CAPITAL MANAGEMENT, L.P. — added office(s): 9 -> 10 additional locations. IAPD ↗fund
$85.77B RAUM · 273 reps · 212-891-2100
40
BLACKSTONE LIQUID CREDIT ADVISORS I LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$38.91B RAUM · 304 reps · 212-503-2100 · mp.weixin.qq.com
40
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP — added office(s): 4 -> 7 additional locations. IAPD ↗fund
$5.72B RAUM · 42 reps · 212-295-6200
40
CRESCENT CAPITAL GROUP LP — added office(s): 4 -> 6 additional locations. IAPD ↗fund
$43.78B RAUM · 114 reps · 310-235-5900 · crescentcap.com
40
VALUEACT CAPITAL MANAGEMENT, L.P. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$11.36B RAUM · 11 reps · 415-362-3700 · valueact.com
40
OBRA CAPITAL MANAGEMENT, LLC. — added office(s): 2 -> 5 additional locations. IAPD ↗fund
$3.60B RAUM · 60 reps · 917-831-1000
40
NEW MOUNTAIN FINANCE ADVISERS, L.L.C. — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$10.13B RAUM · 40 reps · 212-720-0300 · newmountainfinance.com
40
CAPSTONE INVESTMENT ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$91.71B RAUM · 111 reps · 212-232-1420 · globalvolatilitysummit.com
40
ELDRIDGE CREDIT ADVISERS, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗fund
$7.71B RAUM · 43 reps · 212-895-2000
40
ROUTE ONE INVESTMENT COMPANY, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.99B RAUM · 8 reps · 415-796-6800
40
VERITION FUND MANAGEMENT LLC — added office(s): 18 -> 22 additional locations. IAPD ↗fund
$130.51B RAUM · 414 reps · 203-742-7700
40
MONROE CAPITAL MANAGEMENT ADVISORS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$16.03B RAUM · 75 reps · (312) 258-8300
40
TENEX CAPITAL MANAGEMENT, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.74B RAUM · 33 reps · 212-457-1138 · tenexcm.com
40
LIME ROCK — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$6.69B RAUM · 49 reps · 203-293-2750 · lrpartners.com
40
GRAYCLIFF PARTNERS LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.02B RAUM · 29 reps · 212-300-2910 · graycliffpartners.com
40
GLOBAL INFRASTRUCTURE MANAGEMENT, LLC — added office(s): 7 -> 12 additional locations. IAPD ↗fund
$116.11B RAUM · 206 reps · 212-810-5300 · global-infra.com
40
ALPINE GROVE PARTNERS LLP — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$1.08B RAUM · 13 reps · 1-212-710-7875 · alpinegrovepartners.com
40
OLYMPUS CAPITAL HOLDINGS ASIA LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$1.29B RAUM · 15 reps · 201-888-1703 · olympuscap.com
40
LBC CREDIT PARTNERS — added office(s): 8 -> 15 additional locations. IAPD ↗fund
$3.26B RAUM · 102 reps · 215-972-8900 · lbccredit.com
40
SILVER POINT CAPITAL, L.P. — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$37.09B RAUM · 109 reps · 203-542-4200 · silverpointcapital.com
40
GLOBAL ENDOWMENT MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$12.06B RAUM · 22 reps · 704-333-8282
40
MAINSAIL PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$2.48B RAUM · 29 reps · 512-772-2260
40
FLEXPOINT FORD, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$7.78B RAUM · 60 reps · 786-885-1850 · flexpointford.com
40
CLEARLAKE CAPITAL GROUP, L.P. — added office(s): 3 -> 6 additional locations. IAPD ↗fund
$79.58B RAUM · 64 reps · 310-400-8800 · clearlake.com
40
HARRISON STREET ADVISORS, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗fund
$19.96B RAUM · 209 reps · 312-920-0500 · harrisonst.com
40
MILLENNIUM MANAGEMENT LLC — added office(s): 77 -> 84 additional locations. IAPD ↗fund
$571.11B RAUM · 2892 reps · 212-841-4100 · millenniummanagementllc.com
40
AFFINIUS CAPITAL — added office(s): 5 -> 7 additional locations. IAPD ↗fund
$10.99B RAUM · 279 reps · 212-605-1000 · affiniuscapital.com
40
CITYVIEW MANAGEMENT SERVICES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.10B RAUM · 43 reps · 310-566-8700 · cityview.com
40
SIXTH STREET ADVISERS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗fund
$79.98B RAUM · 297 reps · 469-621-3001
40
CIFC ASSET MANAGEMENT LLC — added office(s): 5 -> 15 additional locations. IAPD ↗fund
$41.52B RAUM · 102 reps · 786-652-3250
40
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$1.50B RAUM · 23 reps · 561-961-1000 · encorecm.com
40
STONEPEAK — added office(s): 5 -> 9 additional locations. IAPD ↗fund
$70.70B RAUM · 154 reps · 212-907-5100
40
TPG CAPITAL ADVISORS, LLC — added office(s): 12 -> 15 additional locations. IAPD ↗fund
$119.01B RAUM · 386 reps · 817-871-4000
40
VALOR EQUITY PARTNERS — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$26.08B RAUM · 70 reps · 312-683-1900
40
PENNYBACKER CAPITAL MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$5.18B RAUM · 45 reps · 512-610-2910 · pennybackercap.com
40
TISHMAN SPEYER PROPERTIES, L.P. — added office(s): 25 -> 26 additional locations. IAPD ↗fund
$14.32B RAUM · 189 reps · 212-715-0300 · tishmanspeyer.com
40
RA CAPITAL MANAGEMENT, LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$12.63B RAUM · 96 reps · 617-778-2500 · racap.com
40
TXRE ADVISERS, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗fund
$4.89B RAUM · 43 reps · 972-201-2841 · hillwood.pl
40
KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$4.67B RAUM · 23 reps · 646-517-3323 · kimmeridge.com
40
LGT CAPITAL PARTNERS (USA) INC. — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$54.92B RAUM · 45 reps · 212-336-0650 · lgtcp.com
40
AUDAX PRIVATE EQUITY — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$19.56B RAUM · 109 reps · 617-859-1520
40
ANDREESSEN HOROWITZ — added office(s): 2 -> 4 additional locations. IAPD ↗fund
$74.74B RAUM · 99 reps · (650) 798-5800
40
GREYSTAR INVESTMENT GROUP, LLC — added office(s): 9 -> 34 additional locations. IAPD ↗fund
$30.88B RAUM · 551 reps · 843-579-9400
40
TSG CONSUMER PARTNERS LP — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$14.10B RAUM · 35 reps · 415-217-2300 · tsgconsumer.com
40
PAMPLONA CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.05B RAUM · 5 reps · (212 ) 207-6820 · pamplonafunds.com
40
ALPHA WAVE GLOBAL, LP — added office(s): 8 -> 9 additional locations. IAPD ↗fund
$21.10B RAUM · 48 reps · 212 803-9080
40
BDT CAPITAL PARTNERS — added office(s): 9 -> 11 additional locations. IAPD ↗fund
$49.45B RAUM · 208 reps · 312-660-7300 · bdtmsd.com
40
GRAHAM CAPITAL MANAGEMENT, L.P. — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$28.54B RAUM · 98 reps · 203-899-3400 · grahamcapital.com
40
NEW ENTERPRISE ASSOCIATES — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$27.83B RAUM · 53 reps · (650) 854-9499
40
NEW MOUNTAIN CAPITAL, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$42.95B RAUM · 137 reps · 212-720-0300 · wikipedia.org
40
WALLEYE CAPITAL LLC — added office(s): 9 -> 10 additional locations. IAPD ↗fund
$47.29B RAUM · 147 reps · 952-345-5200 · walleyecapital.com
40
FALCON INVESTMENT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.48B RAUM · 18 reps · (617) 412-2700
40
IVY HILL ASSET MANAGEMENT, L.P. — added office(s): 1 -> 4 additional locations. IAPD ↗fund
$12.55B RAUM · 17 reps · 212-710-2100 · aresmgmt.com
40
MSD PARTNERS, L.P. — added office(s): 9 -> 11 additional locations. IAPD ↗fund
$23.13B RAUM · 208 reps · 212-303-1650 · bdtmsd.com
40
THRIVE CAPITAL — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$23.30B RAUM · 31 reps · (646) 680-0240
40
BOOTHBAY FUND MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$14.51B RAUM · 16 reps · 212-332-2676
40
INTERVAL PARTNERS, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$8.42B RAUM · 24 reps · 646-412-6800
40
BLUE OWL REAL ESTATE CAPITAL LLC — added office(s): 2 -> 9 additional locations. IAPD ↗fund
$52.79B RAUM · 110 reps · (212) 419-3000 · blueowlproducts.com
40
THE PALISADES GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$22.62B RAUM · 11 reps · 512-361-2148
40
FOUNDERS CIRCLE CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.08B RAUM · 8 reps · 415-299-8311 · founderscirclecapital.com
40
LCN CAPITAL MANAGEMENT, L.P. — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$5.45B RAUM · 23 reps · 212-201-4076 · lcnpartners.com
40
TAILWATER CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.40B RAUM · 27 reps · 214-269-1183 · tailwatercapital.com
40
MSCI ESG RESEARCH LLC — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$0 RAUM · 42 reps · 212-804-5299 · msci.com
40
HEALTHCARE ROYALTY MANAGEMENT, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$3.33B RAUM · 19 reps · 203-487-8300
40
NYL INVESTORS LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$312.16B RAUM · 189 reps · 212-576-7000 · newyorklifeinvestments.com
40
ELION PARTNERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$1.39B RAUM · 17 reps · 305-933-3538 · elionpartners.com
40
PHOENIX INTERNATIONAL INVESTMENTS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$96.8M RAUM · 2 reps · 603-589-4033 · phnxintl.com
40
PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$23.23B RAUM · 33 reps · 212-257-5757
40
BERENBERG ASSET MANAGEMENT LLC — added office(s): 1 -> 3 additional locations. IAPD ↗institutional
$32.9M RAUM · 8 reps · 646-949-9000
40
SENTINEL DOME PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.26B RAUM · 8 reps · 415-636-9250 · sentineldome.com
40
SQUAREPOINT OPS LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$182.23B RAUM · 51 reps · 646 868 1500 · squarepoint-capital.com
40
PNC REAL ESTATE — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$3.47B RAUM · 176 reps · 913-253-9150
40
AE INDUSTRIAL PARTNERS, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$6.40B RAUM · 46 reps · 561-372-0994 · aeroequity.com
40
MONTICELLOAM, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$1.72B RAUM · 62 reps · 646-844-3600
40
OEP CAPITAL ADVISORS, L.P. — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$14.00B RAUM · 45 reps · 212-277-1500 · oneequity.com
40
COMMUNITY INVESTMENT MANAGEMENT LLC — added office(s): 2 -> 4 additional locations. IAPD ↗fund
$1.09B RAUM · 27 reps · 415-857-3233 · cim-llc.com
40
STELLEX CAPITAL — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$4.98B RAUM · 33 reps · 212-710-2323 · stellexcapitalmanagement.com
40
ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.15B RAUM · 7 reps · 617-951-9400 · ago.adventinternational.com
40
BLACKSTONE PROPERTY ADVISORS L.P. — added office(s): 10 -> 13 additional locations. IAPD ↗fund
$73.62B RAUM · 434 reps · 212-583-5000
40
LEAD EDGE CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$6.30B RAUM · 41 reps · 212-984-2421
40
COMMUNITY DEVELOPMENT FUND ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$206.1M RAUM · 2 reps · 305-663-0100 · communitydevelopmentfund.com
40
VARAGON CAPITAL PARTNERS, L.P. — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$13.56B RAUM · 45 reps · 212-235-2600 · man.com
40
ANTARES CAPITAL ADVISERS LLC — added office(s): 4 -> 6 additional locations. IAPD ↗fund
$41.53B RAUM · 261 reps · (312) 889-9920
40
PROTERRA INVESTMENT PARTNERS LP — added office(s): 10 -> 12 additional locations. IAPD ↗fund
$3.61B RAUM · 40 reps · 612-257-7900
40
GARDA CAPITAL PARTNERS — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$106.64B RAUM · 59 reps · 612-330-4900 · gardacp.dk
40
BLUE OWL CREDIT ADVISORS LLC — added office(s): 3 -> 6 additional locations. IAPD ↗fund
$57.08B RAUM · 210 reps · (212) 419-3000 · blueowl.com
40
REDDING RIDGE ASSET MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$19.01B RAUM · 33 reps · (877) 256-7726
40
POINT72 ASSET MANAGEMENT, L.P. — added office(s): 36 -> 38 additional locations. IAPD ↗fund
$220.93B RAUM · 1431 reps · 203-890-2000 · careers.point72.com
40
TENARON CAPITAL MANAGEMENT LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$40.04B RAUM · 15 reps · 212-951-0595 · tenaroncapital.com
40
ASANA PARTNERS, LP — added office(s): 4 -> 6 additional locations. IAPD ↗fund
$7.02B RAUM · 59 reps · 704-423-1660 · asanapartners.com
40
VESEY STREET CAPITAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.22B RAUM · 11 reps · 646-847-2438 · vscpllc.com
40
1SHARPE CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.10B RAUM · 15 reps · 510-788-5000
40
HARBOR GROUP INTERNATIONAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$4.23B RAUM · 57 reps · 757-640-0800
40
BX REIT ADVISORS L.L.C. — added office(s): 10 -> 13 additional locations. IAPD ↗institutional
$0 RAUM · 421 reps · 212-583-5000 · spoti.fi
40
MAXIM CAPITAL GROUP, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$1.90B RAUM · 4 reps · 212-327-2555 · maximcapitalgroup.com
40
GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 70 reps · 212-847-3459
40
TREVILLE CAPITAL MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$1.96B RAUM · 13 reps · 212-812-0210 · treville.com
40
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗fund
$51.27B RAUM · 147 reps · 561-544-7475 · digitalbridge.com
40
SDC CAPITAL PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$7.68B RAUM · 22 reps · 212-813-6700 · sdccapitalpartners.com
40
CESTRIAN CAPITAL RESEARCH, INC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 1 reps · +44 7468 346320
40
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$20.69B RAUM · 34 reps · 212-720-1000
40
AQUARIAN HOLDINGS MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.71B RAUM · 17 reps · 212-720-1000 · aquarianlp.com
40
MEREWETHER INVESTMENT MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.28B RAUM · 12 reps · 214-453-5522 · merewetherinvestment.com
40
BLUE OWL GPSC ADVISORS LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$84.95B RAUM · 30 reps · (212) 419-3000 · blueowl.com
40
WARREN EQUITY PARTNERS MANAGER, L.P. — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$5.16B RAUM · 27 reps · 904-746-7027 · warrenequity.com
40
COMPASS ROSE ASSET MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$11.86B RAUM · 20 reps · 212-888-1433 · compassroseam.com
40
BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC — added office(s): 3 -> 6 additional locations. IAPD ↗fund
$7.06B RAUM · 210 reps · (212) 419-3000 · blueowl.com
40
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC — added office(s): 3 -> 6 additional locations. IAPD ↗fund
$33.60B RAUM · 210 reps · (212) 419-3000
40
TYREE & D'ANGELO PARTNERS MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.90B RAUM · 53 reps · 312-489-5050 · tdpfund.com
40
PARADIGM OPERATIONS LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$12.66B RAUM · 14 reps · 415-830-5750 · paradigm.xyz
40
JADE CAPITAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$179.9M RAUM · 3 reps · 646-859-7251
40
LESTE USA, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$121.5M RAUM · 7 reps · 305-929-9200
40
SUNDANCE BAY — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.12B RAUM · 42 reps · 801-783-3430 · sundancebay.com
40
BRIGHTON PARK CAPITAL — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$4.20B RAUM · 32 reps · 203-542-0750
40
BLACKSTONE CLO MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$10.42B RAUM · 303 reps · 212-503-2100 · blackstone.com
40
OXFORD FINANCE ADVISORS, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗fund
$1.60B RAUM · 76 reps · 703-519-4900
40
BROWNING WEST LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.59B RAUM · 5 reps · 310-984-7600
40
CANDLESTICK CAPITAL MANAGEMENT LP — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$5.16B RAUM · 30 reps · 203-889-4340
40
STANDARD CRYPTO MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.50B RAUM · 5 reps · 310-630-7229
40
WOLF HILL CAPITAL MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.05B RAUM · 4 reps · 646-933-5538 · wolfhillcap.com
40
NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$2.55B RAUM · 19 reps · 212-720-0300 · newmountainfinance.com
40
HINES CAPITAL ADVISORS LLC — added office(s): 38 -> 39 additional locations. IAPD ↗fund
$3.52B RAUM · 415 reps · 713-621-8000
40
BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC — added office(s): 3 -> 6 additional locations. IAPD ↗fund
$4.10B RAUM · 210 reps · (212) 419-3000 · blueowl.com
40
ISOMETRY CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.05B RAUM · 11 reps · 347-480-2544 · isometrycapital.com
40
CLOVER CREDIT MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$3.57B RAUM · 303 reps · 212-503-2100 · blackstone.com
40
ANOMALY CAPITAL MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$6.25B RAUM · 17 reps · 212-540-7900 · anomalycapital.com
40
GHISALLO CAPITAL MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$3.82B RAUM · 22 reps · 617-502-5735 · ghisallo.com
40
CATALIO CAPITAL MANAGEMENT, LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.67B RAUM · 17 reps · 410-989-6168
40
SOUND CAPITAL SOLUTIONS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$224.2M RAUM · 5 reps · 630-853-3300 · soundcapitalsolutions.com
40
VOYAGER GLOBAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.22B RAUM · 2 reps · (212) 680-4560 · voyagermgmt.com
40
10T HOLDINGS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.36B RAUM · 12 reps · 203-441-7300
40
FIDELITY DIVERSIFYING SOLUTIONS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$9.66B RAUM · 35 reps · 617-563-7000
40
KELLY INTELLIGENCE — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$35.0M RAUM · 2 reps · 303-499-1959
40
ALLY BRIDGE GROUP (PE) LLC — added office(s): 0 -> 5 additional locations. IAPD ↗fund
$1.35B RAUM · 13 reps · 646-829-9676 · ally-bridge.com
40
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC — added office(s): 3 -> 6 additional locations. IAPD ↗fund
$6.82B RAUM · 210 reps · (212) 419-3000 · otic.com
40
VALEAS CAPITAL PARTNERS — added office(s): 0 -> 4 additional locations. IAPD ↗fund
$1.30B RAUM · 13 reps · 415-992-3131 · valeas.com
40
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$7.32B RAUM · 23 reps · 212-583-5000 · bxpef.com
40
ARMADA ETFS — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$11.1M RAUM · 2 reps · 212-220-6681
40
IRENIC CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.45B RAUM · 7 reps · 646-993-6330
40
REALTERM — added office(s): 14 -> 15 additional locations. IAPD ↗fund
$10.01B RAUM · 106 reps · 410-280-1100 · realterm.com
40
LANGAR INVESTMENT MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$2.9M RAUM · 1 reps · 618-315-8925 · langarfunds.com
40
CORIENT IA LLC — added office(s): 10 -> 36 additional locations. IAPD ↗fund
$3.68B RAUM · 41 reps · (305) 735-2020
40
ATLAS CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$16.0M RAUM · 3 reps · (347) 388-2658
40
PINEGROVE VENTURE PARTNERS, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗fund
$11.68B RAUM · 18 reps · 650-519-0540
40
PGIM REAL ESTATE ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 2 reps · 973-367-5122 · pgimrealestate.com
40
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC — added office(s): 11 -> 12 additional locations. IAPD ↗fund
$28.30B RAUM · 344 reps · 212-503-2100
40
BUENA CAPITAL ADVISORS D/B/A IVY INVEST — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$7.4M RAUM · 1 reps · 8005357096 · buenacapital.com
40
MEKETA CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$36.1M RAUM · 14 reps · 720-697-1010 · meketacapital.com
40
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$4.59B RAUM · 121 reps · 833-259-7511
40
SARMAYA PARTNERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$3.2M RAUM · 3 reps · 303-520-2419 · sarmayapartners.com
40
JAIN GLOBAL LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$19.42B RAUM · 139 reps · 212-671-4011 · jainglobal.com
40
BDT & MSD BDC MANAGEMENT, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗institutional
$0 RAUM · 208 reps · 212-303-1650 · bdtmsd.com
40
D2 ASSET MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.02B RAUM · 6 reps · 214-831-5640
40
RAVEN CREDIT CAPITAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.32B RAUM · 10 reps · 212-966-7926 · ravencm.com
40
ROSCOMMON ANALYTICS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.36B RAUM · 54 reps · 212-850-8865
40
THIRD POINT PRIVATE CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 41 reps · 212-715-3880
40
KING RIDGE CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$1.0M RAUM · 2 reps · 617-797-2024 · kingridgecapital.com
40
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — added office(s): 2 -> 6 additional locations. IAPD ↗institutional
$0 RAUM · 210 reps · (212) 419-3000
40
MAN GLOBAL PRIVATE MARKETS (USA) INC. — moved its main office from CHARLOTTE, NC to NEW YORK, NY. IAPD ↗institutional
$1.49B RAUM · 16 reps · 980 321 7560 · man.com
38
GFO ADVISORY SERVICES, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$290.6M RAUM · 0 reps · 203-661-6616
38
S SQUARED TECHNOLOGY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$306.5M RAUM · 2 reps · 212-421-2155 · ssquared.com
38
HARVEST MANAGEMENT, L.L.C. — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$643.5M RAUM · 5 reps · 917-971-9021
38
SAGE ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$442.5M RAUM · 9 reps · 212-850-4260
38
CARLISLE TAX CREDIT ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$498.1M RAUM · 5 reps · 978-697-5369 · carlisletaxcredits.com
38
ACK ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$949.1M RAUM · 6 reps · 914-358-3299
38
GREYROCK CAPITAL GROUP — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$809.5M RAUM · 9 reps · 312-849-0008 · greyrockcapitalgroup.com
38
CP CAPITAL (US) PARTNERS LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$382.3M RAUM · 5 reps · 212-843-6100
38
SYMPHONY TECHNOLOGY GROUP, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$340.9M RAUM · 89 reps · 650-935-9500
38
COLCHIS CAPITAL MANAGEMENT, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$919.8M RAUM · 11 reps · 415-400-8600 · colchiscapital.com
38
ALIDADE CAPITAL, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$551.3M RAUM · 12 reps · 248-593-7878 · alidadecapital.com
38
NEXXUS HOLDINGS ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$263.1M RAUM · 3 reps · 805-880-4105
38
ROUND HILL MUSIC LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$934.6M RAUM · 9 reps · 615-695-7705 · roundhillmusic.com
38
OAK HARBOR CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$507.8M RAUM · 8 reps · 855-330-9520 · argolicallc.com
38
ENHANCED CAPITAL PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$875.0M RAUM · 15 reps · 504-569-7900
38
TRUE GREEN CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$705.3M RAUM · 15 reps · 855-335-5900
38
IKARIAN CAPITAL — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$559.8M RAUM · 3 reps · 214-276-0670
38
ARGAND PARTNERS, LP — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$852.5M RAUM · 11 reps · 212-588-6470 · argandequity.com
38
DUBIN CLARK — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$402.8M RAUM · 13 reps · 904-799-1984 · dubinclark.com
38
AMIP MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$594.8M RAUM · 5 reps · 562-735-6555
38
BLACK BAY PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$383.5M RAUM · 8 reps · 504-227-3020 · blackbaypartners.com
38
ARROWROOT CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$593.9M RAUM · 7 reps · 310-566-5966
38
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$326.6M RAUM · 8 reps · 212-603-9860 · cp-im.com
38
FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$815.0M RAUM · 16 reps · 212-461-5761 · firstcitizens.com
38
VILLAGE GLOBAL MANAGEMENT, L.L.C. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$831.9M RAUM · 7 reps · 303-653-7611
38
TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$552.7M RAUM · 14 reps · 212-651-7272 · turnbridgeeq.com
38
SAFE HARBOR CAPITAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$355.4M RAUM · 10 reps · 786-230-1609 · safeharborcp.com
38
BESTIGE HOLDINGS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$299.8M RAUM · 5 reps · (312) 405-7521 · bestigeholdings.com
38
ARCTARIS IMPACT INVESTORS — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$351.0M RAUM · 17 reps · (617)-735-6000 · arctaris.com
38
PROVENANCE MANAGEMENT CO., LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$392.2M RAUM · 7 reps · 310-388-8761 · provenance.digital
38
GREENSLEDGE ASSET MANAGEMENT LLC — added office(s): 0 -> 3 additional locations. IAPD ↗fund
$606.0M RAUM · 3 reps · 860-256-4952 · greensledge.com
38
ELEQUIN CAPITAL, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$880.6M RAUM · 11 reps · 929.226.2115 · elequincapital.com
38
GRAFINE CAPITAL HOLDINGS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$457.6M RAUM · 3 reps · 212-235-2045 · grafine.com
38
INCEPTIONR LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$951.2M RAUM · 3 reps · 650-799-2945
38
MIRI CAPITAL MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$494.7M RAUM · 4 reps · 617-938-3843 · miricapital.com
38
STERLING INVESTORS LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$437.4M RAUM · 5 reps · 212-430-1812 · sterling-investors.com
38
METEORA CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$969.4M RAUM · 6 reps · 212-207-0090
38
TIDEMARK MANAGEMENT COMPANY LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$669.4M RAUM · 12 reps · 650-260-4887
38
BENCH WALK ADVISORS LLC — added office(s): 2 -> 4 additional locations. IAPD ↗fund
$627.3M RAUM · 13 reps · 561-448-4441
38
MACHINE INVESTMENT GROUP, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$455.3M RAUM · 10 reps · 917-970-0313 · machineinv.com
38
DEEPWATER ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$457.7M RAUM · 6 reps · 612-424-1393
38
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$358.4M RAUM · 5 reps · 267-778-4045 · semcap.com
38
OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$427.8M RAUM · 26 reps · 1-713-402-8266 · ogci.com
38
POLUS CAPITAL MANAGEMENT (US) INC. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$508.4M RAUM · 8 reps · 646-653-2389 · poluscapital.com
38
POWER SUSTAINABLE MANAGER US, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$715.0M RAUM · 10 reps · +1.514.286.7400 · powersustainable.com
38
SNOWHAWK LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$508.8M RAUM · 9 reps · 888-335-3137
38
BLUE OWL STRATEGIC EQUITY ADVISORS LLC — added office(s): 3 -> 6 additional locations. IAPD ↗fund
$310.1M RAUM · 210 reps · (212) 419-3000
38
FOW PARTNERS, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$680.9M RAUM · 12 reps · (617) 752-1590 · fowpartners.com
38
GALLO PARTNERS LP — added office(s): 0 -> 3 additional locations. IAPD ↗fund
$266.2M RAUM · 4 reps · (862) 208-9533 · gallopartnerslp.com
38
WHITEBARK INVESTORS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$340.2M RAUM · 3 reps · 775-737-2214 · whitebarkinvestors.com
38
MATTHEW 25 MANAGEMENT CORP — moved its main office from DRESHER, PA to AMBLER, PA. IAPD ↗institutional
$281.8M RAUM · 1 reps · 215-884-4458
38
NEWFRONT RETIREMENT SERVICES, INC. — moved its main office from SAN FRANCISCO, CA to SAN MATEO, CA. IAPD ↗institutional
$649.3M RAUM · 19 reps · 415-754-3635 · newfront.com
35
BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. — added office(s): 10 -> 12 additional locations. IAPD ↗fund
$147,753 RAUM · 211 reps · 212-583-5000
35
BLACKSTONE REAL ESTATE ADVISORS V L.P. — added office(s): 10 -> 12 additional locations. IAPD ↗fund
$94.9M RAUM · 210 reps · 212-583-5000 · spoti.fi
35
THREE BRIDGES CAPITAL, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$97.5M RAUM · 3 reps · 212-523-9700 · threebridgescap.com
35
SEAF — added office(s): 8 -> 9 additional locations. IAPD ↗fund
$200.1M RAUM · 40 reps · 202-450-1630 · seaf.com
35
BRIGHTLINE CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$214.7M RAUM · 4 reps · 305-423-0834 · brightlinecapital.com
35
RAVEN CAPITAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$157.9M RAUM · 10 reps · 212-966-7926
35
KINGFISH CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$212.4M RAUM · 35 reps · 650-980-0200
35
RECURRING CAPITAL MANAGEMENT COMPANY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$193.6M RAUM · 7 reps · 512-766-0676 · recurring.capital
35
ALLY BRIDGE GROUP (NY) LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$167.9M RAUM · 3 reps · 646-829-9373
35
STAINES FINANCIAL, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗fund
$166.4M RAUM · 3 reps · 916-663-6723 · stainesfinancial.com
35
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$105.5M RAUM · 2 reps · 754-216-9588 · cannonfund.com
35
ALIGN PRIVATE CAPITAL — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$176.8M RAUM · 5 reps · 917-365-9073 · alignprivatecapital.com
35
HIGHBURY PARK LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$131.4M RAUM · 1 reps · 401-651-1059
35
NATURAL CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$218.0M RAUM · 10 reps · 501-517-3162 · naturalcapitalfirm.com
35
CATALYST INTERNATIONAL ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$44.7M RAUM · 7 reps · 787-334-1781 · catalystucits.com
35
GSSG SOLAR, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$200.2M RAUM · 5 reps · 415-361-3427 · gssgsolar.com
35
SOLPACIFIC, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$133.8M RAUM · 8 reps · 218-720-3807 · solpacificinv.com
35
BEYOND GLOBAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$97.4M RAUM · 7 reps · 949-336-5630 · beyondgm.com
35
SF ADVISORS, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗fund
$160.8M RAUM · 26 reps · 617-939-9900 · socialfinance.org
35
STOCKWELL VENTURES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$30.0M RAUM · 8 reps · 212-257-5757
35
POLPO CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$229.3M RAUM · 2 reps · 646-891-5073 · polpocapital.com
35
SUNSTONE ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$95.6M RAUM · 7 reps · 949-771-1764 · sunstoneadvisor.com
35
CIFC PRIVATE CREDIT MANAGEMENT LLC — added office(s): 8 -> 15 additional locations. IAPD ↗fund
$131.0M RAUM · 102 reps · 786-652-3250 · cifc.com
35
ALLIANCEBERNSTEIN CORPORATION — moved its main office from NASHVILLE, TN to NEW YORK, NY. IAPD ↗institutional
$0 RAUM · 0 reps · 212-969-1000
35
HQ CAPITAL PRIVATE EQUITY LLC — moved its main office from NEW YORK, NY to MIAMI, FL. IAPD ↗fund
$8.05B RAUM · 14 reps · 786-944-0500
35
FILLMORE CAPITAL PARTNERS, LLC — moved its main office from COLUMBUS, OH to POWELL, OH. IAPD ↗fund
$1.38B RAUM · 10 reps · 614-781-1420 · fillmorecap.com
35
VARDE MANAGEMENT, L.P. — moved its main office from MINNEAPOLIS, MN to NEW YORK, NY. IAPD ↗fund
$17.98B RAUM · 65 reps · 212-321-3780 · varde.com
35
GLADIUS CAPITAL MANAGEMENT LP — moved its main office from CHICAGO, IL to PARK CITY, UT. IAPD ↗fund
$3.06B RAUM · 6 reps · 312-348-5900 · gladiusgroup.com
35
VANCE STREET CAPITAL LLC — moved its main office from PACIFIC PALISADES, CA to LOS ANGELES, CA. IAPD ↗fund
$2.98B RAUM · 21 reps · 310-231-7100 · vancestreetcapital.com
35
ROCKPOINT — moved its main office from DALLAS, TX to BOSTON, MA. IAPD ↗fund
$12.78B RAUM · 46 reps · 617-437-8400 · rockpoint.com
35
FLEXPOINT FORD, LLC — moved its main office from CHICAGO, IL to MIAMI, FL. IAPD ↗fund
$7.78B RAUM · 60 reps · 786-885-1850 · flexpointford.com
35
HITE HEDGE ASSET MANAGEMENT LLC — moved its main office from QUINCY, MA to BRAINTREE, MA. IAPD ↗fund
$2.57B RAUM · 13 reps · 617-431-4360 · hitehedge.com
35
FISHER LYNCH CAPITAL, LLC — moved its main office from SAN MATEO, CA to BURLINGAME, CA. IAPD ↗fund
$8.05B RAUM · 11 reps · 617-406-3124 · fisherlynch.com
35
WALLEYE CAPITAL LLC — moved its main office from PLYMOUTH, MN to WAYZATA, MN. IAPD ↗fund
$47.29B RAUM · 147 reps · 952-345-5200 · walleyecapital.com
35
INDIGO PARTNERS LLC — moved its main office from PHOENIX, AZ to SCOTTSDALE, AZ. IAPD ↗fund
$1.41B RAUM · 7 reps · 602-224-1500
35
STEADVIEW CAPITAL MANAGEMENT LLC — moved its main office from LONDON, to SAN FRANCISCO, CA. IAPD ↗fund
$3.04B RAUM · 10 reps · 2124040345 · steadview.com
35
STRATTAM CAPITAL MANAGEMENT, LLC — moved its main office from AUSTIN, TX to SAN FRANCISCO, CA. IAPD ↗fund
$1.02B RAUM · 9 reps · 512-829-3963
35
OPENGATE CAPITAL MANAGEMENT, LLC — moved its main office from LOS ANGELES, CA to NEW YORK, NY. IAPD ↗fund
$1.06B RAUM · 20 reps · 212-400-7400
35
THEOREM — moved its main office from SAN MATEO, CA to NEW YORK, NY. IAPD ↗fund
$1.68B RAUM · 5 reps · 646-214-8587 · pagaya.com
35
BLUEPRINT CAPITAL ADVISORS LLC — moved its main office from NEWARK, NJ to SHORT HILLS, NJ. IAPD ↗fund
$1.72B RAUM · 4 reps · 2127862084 · blueprintllc.com
35
1SHARPE CAPITAL LLC — moved its main office from PIEDMONT, CA to SAN FRANCISCO, CA. IAPD ↗fund
$2.10B RAUM · 15 reps · 510-788-5000
35
LOCUST POINT CAPITAL — moved its main office from RED BANK, NJ to MIAMI, FL. IAPD ↗fund
$1.51B RAUM · 26 reps · 732-945-7474 · locustpointcapital.com
35
DRAGONFLY DIGITAL MANAGEMENT, LLC — moved its main office from OAKLAND, CA to SAN FRANCISCO, CA. IAPD ↗fund
$4.14B RAUM · 9 reps · 415-795-8868
35
ARDSLEY PARTNERS — moved its main office from STAMFORD, CT to ROWAYTON, CT. IAPD ↗fund
$1.14B RAUM · 9 reps · 203-564-4200 · ardsley.com
35
DARK FOREST CAPITAL MANAGEMENT LP — moved its main office from SAN JUAN, PR to NEW YORK, NY. IAPD ↗fund
$1.65B RAUM · 7 reps · 1-914-391-1549
35
10T HOLDINGS, LLC — moved its main office from GREENWICH, CT to NEW YORK, NY. IAPD ↗fund
$1.36B RAUM · 12 reps · 203-441-7300
35
ARMADA ETFS — moved its main office from SHELTON, CT to NOVI, MI. IAPD ↗institutional
$11.1M RAUM · 2 reps · 212-220-6681
35
DISTRIBUTION COGNIZANT, LLC — moved its main office from MONTEREY, CA to PALO ALTO, CA. IAPD ↗institutional
$4.6M RAUM · 1 reps · 949-415-6325 · distributioncognizant.com
35
STRIVE ADVISORY, LLC — moved its main office from DUBLIN, OH to DALLAS, TX. IAPD ↗institutional
$0 RAUM · 5 reps · 855-427-7360 · strive.com
35
NERDWALLET ADVISORY — moved its main office from SAN FRANCISCO, CA to SCOTTSDALE, AZ. IAPD ↗institutional
$0 RAUM · 1 reps · 415-549-8913 · nerdwalletcoach.uprise.us
35
SIMPLIFY EQLS LLC — moved its main office from NEW YORK, NY to LAS VEGAS, NV. IAPD ↗institutional
$114.3M RAUM · 13 reps · 646-585-0476
35
ROSCOMMON ANALYTICS LLC — moved its main office from NEW YORK, NY to HOUSTON, TX. IAPD ↗fund
$1.36B RAUM · 54 reps · 212-850-8865
35
ALPHABIT INVESTMENTS, LLC — moved its main office from GILBERT, AZ to FOREST CITY, IA. IAPD ↗institutional
$0 RAUM · 2 reps · 641-925-2138
33
VINE INVESTMENT ADVISORS, LP — moved its main office from NEW YORK, NY to PALM BEACH GARDENS, FL. IAPD ↗fund
$546.3M RAUM · 1 reps · 9175127051
33
LNK PARTNERS, LLC — moved its main office from WHITE PLAINS, NY to RYE BROOK, NY. IAPD ↗fund
$666.7M RAUM · 1 reps · 914-824-5900 · lnkpartners.com
33
OAK HARBOR CAPITAL, LLC — moved its main office from SEATTLE, WA to LAS VEGAS, NV. IAPD ↗fund
$507.8M RAUM · 8 reps · 855-330-9520 · argolicallc.com
33
VILA, LLC — moved its main office from LOS ANGELES, CA to SAN FRANCISCO, CA. IAPD ↗fund
$298.9M RAUM · 4 reps · 213-306-5950 · vilallc.com
33
GREENSLEDGE ASSET MANAGEMENT LLC — moved its main office from HARTFORD, CT to SIMSBURY, CT. IAPD ↗fund
$606.0M RAUM · 3 reps · 860-256-4952 · greensledge.com
33
OCTAHEDRON CAPITAL MANAGEMENT, L.P. — moved its main office from HILLSBOROUGH, CA to BURLINGAME, CA. IAPD ↗fund
$358.8M RAUM · 5 reps · 858-243-2204
33
KANBRICK LLC — moved its main office from NASHVILLE, TN to CHARLOTTE, NC. IAPD ↗fund
$280.1M RAUM · 6 reps · 872-225-2249
33
FVLCRUM PARTNERS, LLC — moved its main office from ROCKVILLE, MD to BETHESDA, MD. IAPD ↗fund
$298.3M RAUM · 11 reps · 202-960-1170
33
TYRO CAPITAL MANAGEMENT, LLC — moved its main office from NEW YORK, NY to MIAMI, FL. IAPD ↗fund
$254.9M RAUM · 4 reps · 212-271-5285 · tyropartners.com
33
BENCH WALK ADVISORS LLC — moved its main office from WILMINGTON, DE to BOCA RATON, FL. IAPD ↗fund
$627.3M RAUM · 13 reps · 561-448-4441
33
LNC PARTNERS — moved its main office from RESTON, VA to ARLINGTON, VA. IAPD ↗fund
$642.4M RAUM · 13 reps · (703) 651-2150 · lnc-partners.com
33
FORTWOOD CAPITAL LP — moved its main office from GRENWICH, CT to GREENWICH, CT. IAPD ↗fund
$320.8M RAUM · 4 reps · 475-303-3380
33
FORMAN CAPITAL, LLC — moved its main office from BOYNTON BEACH, FL to DELRAY BEACH, FL. IAPD ↗fund
$368.1M RAUM · 11 reps · 561-588-0132 · formancap.com
30
MICROVEST CAPITAL MANAGEMENT — moved its main office from BETHESDA, MD to WASHINGTON, DC. IAPD ↗fund
$169.7M RAUM · 3 reps · 202-450-1630
30
AETOS CAPITAL REAL ESTATE — moved its main office from NEW YORK, NY to GREENWICH, CT. IAPD ↗fund
$210.5M RAUM · 3 reps · +1 (212) 710-3200 · aetoscapitalasia.com
30
PLEXO CAPITAL MANAGEMENT, LLC — moved its main office from SAN FRANCISCO, CA to LOS ANGELES, CA. IAPD ↗fund
$161.7M RAUM · 2 reps · 510-838-0825
30
NATURAL CAPITAL — moved its main office from LITTLE ROCK, AR to FAYETTEVILLE, AR. IAPD ↗fund
$218.0M RAUM · 10 reps · 501-517-3162 · naturalcapitalfirm.com
30
SHIMA CAPITAL MANAGEMENT LLC — moved its main office from SAN JUAN, PR to IRVINE, CA. IAPD ↗fund
$164.6M RAUM · 6 reps · 808-301-2963 · shima.capital
30
C4M GLOBAL ADVISORS LLC — moved its main office from WASHINGTON D.C., DC to ARLINGTON, VA. IAPD ↗fund
$10.7M RAUM · 2 reps · 888-336-8402 · c4m.com
30
KATE CAPITAL LLC — moved its main office from STAMFORD, CT to WESTPORT, CT. IAPD ↗fund
$218.7M RAUM · 5 reps · 203-216-9667 · katecapllc.com
30
NEW CATALYST — moved its main office from TYSONS, VA to MCLEAN, VA. IAPD ↗fund
$185.0M RAUM · 7 reps · 202-240-8775 · newcatalystsp.com
25
BLACKROCK INTERNATIONAL LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$34.08B RAUM · 71 reps · 44 131 4727200
25
RECORD CURRENCY MANAGEMENT LIMITED — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$101.90B RAUM · 38 reps · (44)2038921300 · recordfg.com
25
SILCHESTER INTERNATIONAL INVESTORS — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$37.98B RAUM · 12 reps · 011-44207-518-7100 · silchester.com
25
RATHBONES — added office(s): 15 -> 19 additional locations. IAPD ↗foreign
$67.01B RAUM · 512 reps · +44-151 236 6666
25
T. ROWE PRICE INTERNATIONAL LTD — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$248.96B RAUM · 183 reps · 44-20-7651-8200
25
MONTRUSCO BOLTON INVESTMENTS INC. — added office(s): 3 -> 4 additional locations. IAPD ↗foreign
$12.26B RAUM · 13 reps · 514-842-6464 · montruscobolton.com
25
CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$10.00B RAUM · 33 reps · 416-861-0700
25
BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$118.55B RAUM · 107 reps · 852 3903 2800 · douyin.com
25
CANDRIAM S.C.A. — added office(s): 9 -> 11 additional locations. IAPD ↗foreign
$128.74B RAUM · 298 reps · +352 27 97 39 23
25
DAWSON PARTNERS — added office(s): 0 -> 2 additional locations. IAPD ↗foreign
$18.42B RAUM · 80 reps · 647-925-1284
25
REDDING RIDGE ASSET MANAGEMENT (UK) LLP — added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$9.22B RAUM · 33 reps · +44 20 7016 5000 · rram.com
25
BLACKSTONE IRELAND LIMITED — added office(s): 3 -> 4 additional locations. IAPD ↗foreign
$13.59B RAUM · 324 reps · 353 1 436 0100 · blackstone.com
25
BLACKSTONE IRELAND FUND MANAGEMENT LIMITED — added office(s): 3 -> 4 additional locations. IAPD ↗foreign
$2.28B RAUM · 324 reps · 353 1 436 0100 · apple.co
25
MAN INVESTMENTS AUSTRALIA LIMITED — added office(s): 0 -> 2 additional locations. IAPD ↗foreign
$1.25B RAUM · 3 reps · +61 2 8259 9975 · man.com
25
GUARDIAN PARTNERS INC. — added office(s): 0 -> 2 additional locations. IAPD ↗foreign
$2.93B RAUM · 32 reps · 416.840.8001 · guardiancapital.com
23
HEITMAN INTERNATIONAL HK LIMITED — added office(s): 5 -> 6 additional locations. IAPD ↗foreign
$381.2M RAUM · 30 reps · 852 3976 6800
23
DUNHILL FINANCIAL — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$322.9M RAUM · 8 reps · +44 7514 993 556
23
LORNE STEINBERG WEALTH MANAGEMENT INC. — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$654.1M RAUM · 12 reps · 514-876-9888
23
NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$556.0M RAUM · 4 reps · 55 21 3590 2410 · navi-international.com
20
MCA CROSS BORDER ADVISORS INC. — added office(s): 11 -> 12 additional locations. IAPD ↗foreign
$14.8M RAUM · 2 reps · 514-940-8066
20
IA PRIVATE WEALTH (USA) INC. — added office(s): 43 -> 54 additional locations. IAPD ↗foreign
$95.8M RAUM · 116 reps · 1-855-999-2081 · iaprivatewealthusa.com
20
RECORD CURRENCY MANAGEMENT LIMITED — moved its main office from BERKSHIRE, to LONDON, . IAPD ↗foreign
$101.90B RAUM · 38 reps · (44)2038921300 · recordfg.com
20
FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED — moved its main office from EDINBURGH SCOTLAND, to EDINBURGH, . IAPD ↗foreign
$14.79B RAUM · 63 reps · 44(0)131 473 2200 · stewartinvestors.com
20
T. ROWE PRICE AUSTRALIA LIMITED — moved its main office from SYDNEY, NEW SOUTH WALES, to SYDNEY, NSW, . IAPD ↗foreign
$17.50B RAUM · 28 reps · 61 02 8667 5700 · troweprice.com
18
ENVISAGE — moved its main office from ZÜRICH, to GENEVA, . IAPD ↗foreign
$305.1M RAUM · 6 reps · +41 44 552 03 87 · envisage.ch
18
SILVER HEIGHTS CAPITAL MANAGEMENT INC. — moved its main office from TORONTO, to TORONTO, ONTARIO, . IAPD ↗foreign
$673.4M RAUM · 2 reps · 416-342-5624
15
BIN YUAN CAPITAL (CAYMAN) LIMITED — moved its main office from CAYMAN ISLANDS, to GRAND CAYMAN, . IAPD ↗foreign
$82.0M RAUM · 11 reps · +1 3459433100 · binyuancapital.com
15
PATTERSON PARTNERS LTD. — moved its main office from PEMBROKE, to HAMILTON, . IAPD ↗foreign
$27.2M RAUM · 2 reps · 441-296-3528 · pattersonpartnersltd.com
15
EQUITY STORY USA — moved its main office from MANLY, NSW, to SYDNEY NSW, . IAPD ↗foreign
$0 RAUM · 2 reps · +61 488 424 441

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.