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Office IT & facilities — May 2025

Managed IT, telecom, and facilities for new offices.

51 firms opened this window in the May 2025 SEC roster: 35 new office, 16 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
NORTHSIDE CAPITAL MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$5.82B RAUM · 7 reps · 541-387-2080 · northsidecap.com
55
TFO WEALTH PARTNERS — added office(s): 9 -> 10 additional locations. IAPD ↗
$4.85B RAUM · 55 reps · 419-891-9999 · tfopartners.com
55
THE INSTITUTE — added office(s): 7 -> 8 additional locations. IAPD ↗
$1.15B RAUM · 2 reps · 303-572-3500
55
BAY COLONY ADVISORS — added office(s): 19 -> 21 additional locations. IAPD ↗
$1.26B RAUM · 30 reps · 978-369-7200 · davidboczar.com
55
ST. GERMAIN INVESTMENT MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$3.10B RAUM · 26 reps · 413-733-5111
55
CGN ADVISORS, LLC — added office(s): 35 -> 36 additional locations. IAPD ↗
$1.26B RAUM · 41 reps · 910-333-6659 · arcadiafs.com
55
ONE WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.05B RAUM · 12 reps · (415) 729-1770 · onewealth.net
55
THE PATRIOT FINANCIAL GROUP, LLC — added office(s): 26 -> 27 additional locations. IAPD ↗
$2.41B RAUM · 47 reps · 508-251-6100
55
STRATEGIC WEALTH GROUP — added office(s): 9 -> 10 additional locations. IAPD ↗
$1.04B RAUM · 24 reps · 952-843-4944
55
ONEASCENT FINANCIAL SERVICES LLC — added office(s): 32 -> 33 additional locations. IAPD ↗
$2.61B RAUM · 57 reps · 205-313-9142
53
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY — added office(s): 0 -> 1 additional locations. IAPD ↗
$340.4M RAUM · 4 reps · 717-790-9001 · investwithmosaic.com
53
RB CAPITAL MANAGEMENT, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$817.2M RAUM · 12 reps · (775) 993-2900 · rbcapitalmanagement.com
53
PASSIVE CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$941.5M RAUM · 8 reps · 315-478-3130 · llinkedin.com
53
GLOBAL TRUST — added office(s): 0 -> 1 additional locations. IAPD ↗
$440.5M RAUM · 5 reps · 561-472-0191
53
KEYSTONE GLOBAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$445.6M RAUM · 2 reps · 646-998-8141
53
BROWN FINANCIAL ADVISORY — added office(s): 0 -> 1 additional locations. IAPD ↗
$344.0M RAUM · 6 reps · 251-928-9498
53
VANTAGE POINT WEALTH MANAGEMENT — added office(s): 6 -> 7 additional locations. IAPD ↗
$277.4M RAUM · 15 reps · (763) 587-7120 · vpwealthmgmt.com
53
BETTER MONEY DECISIONS — added office(s): 8 -> 10 additional locations. IAPD ↗
$326.8M RAUM · 6 reps · 844-507-0961 · bettermoneydecisions.com
53
SAGE PRIVATE WEALTH GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$395.2M RAUM · 11 reps · 630-933-0000
53
BMSS WESSON WEALTH SOLUTIONS — added office(s): 5 -> 6 additional locations. IAPD ↗
$577.1M RAUM · 6 reps · 205-982-5555 · bmsswesson.com
53
OASIS WEALTH PLANNING ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
$267.8M RAUM · 6 reps · (615) 933-3314 · oasiswealthplanning.com
53
XYPN INVEST — added office(s): 20 -> 25 additional locations. IAPD ↗
$321.0M RAUM · 25 reps · (360) 301-7579 · newleaffinancialguidance.com
53
FLORIDA FINANCIAL ADVISORS, LLC — added office(s): 16 -> 21 additional locations. IAPD ↗
$317.8M RAUM · 457 reps · (813) 333-1683
53
STONE TEMPLE PARTNERS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$619.8M RAUM · 5 reps · (203) 253-1823 · stpartners.co
50
VISION INVESTMENT ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$117.9M RAUM · 4 reps · 203-388-2700 · advicewithvision.com
50
THE PUTNEY FINANCIAL GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$187.3M RAUM · 4 reps · 415-460-1990 · putneyfinancial.com
50
ANDREW HILL INVESTMENT ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$222.3M RAUM · 2 reps · 239-450-3999
50
RADIUS WEALTH MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$171.4M RAUM · 2 reps · (617) 765-2200 · radiuswealth.com
50
SCHOLAR FINANCIAL ADVISING, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$0 RAUM · 6 reps · (336) 360-6833 · scholarfinancialadvising.com
50
ASTRA VENTURES — added office(s): 0 -> 1 additional locations. IAPD ↗
$134.5M RAUM · 2 reps · 901-230-5576 · astravc.com
50
IRONOAK WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$106.0M RAUM · 5 reps · 737-271-9421
50
LIGHTSQUARE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$131.4M RAUM · 2 reps · 248-641-3540 · lightsquarewealth.com
50
HENDERSON BROTHERS FINANCIAL PARTNERS LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$0 RAUM · 22 reps · 412-261-3333 · hendersonbrothersfinancialpartners.com
50
HOOT WEALTH LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$0 RAUM · 4 reps · (983) 203-0215 · hootwealth.com
50
STEADTRUST — added office(s): 0 -> 4 additional locations. IAPD ↗
$0 RAUM · 1 reps · 972-876-8422
50
STAIRWAY PARTNERS, LLC — moved its main office from CHICAGO, IL to MINNEAPOLIS, MN. IAPD ↗
$2.03B RAUM · 4 reps · 630-371-2626 · stairwaypartners.com
50
COASTEDGE PARTNERS, LLC — moved its main office from LA JOLLA, CA to SAN DIEGO, CA. IAPD ↗
$1.75B RAUM · 6 reps · 858-997-2777
48
ELEVATION WEALTH PARTNERS, LLC — moved its main office from SANTA ROSA, CA to WALNUT CREEK, CA. IAPD ↗
$582.1M RAUM · 7 reps · 707-524-6131 · elevationwp.com
48
VEERY CAPITAL, LLC — moved its main office from WILMINGTON, DE to WEST CHESTER, PA. IAPD ↗
$802.0M RAUM · 5 reps · (302) 660-3350 · veerycapital.com
48
AMERICAN FUNDSTARS — moved its main office from NEWPORT BEACH, CA to IRVINE, CA. IAPD ↗
$276.6M RAUM · 9 reps · 949-877-8838 · americanfundstars.com
45
UNEST ADVISERS, LLC — moved its main office from NORTH HOLLYWOOD, CA to LARAMIE, WY. IAPD ↗
$35.7M RAUM · 2 reps · (818) 275-0041
45
FORTIS PORTFOLIO SOLUTIONS, LLC — moved its main office from SCHAUMBURG, IL to CHICAGO, IL. IAPD ↗
$128.6M RAUM · 2 reps · 713-854-6442 · fortisportfolio.com
45
SOUND ADVICE FINANCIAL INC. — moved its main office from CHICAGO, IL to BANNOCKBURN, IL. IAPD ↗
$0 RAUM · 1 reps · 312-690-4163 · soundadvice.ai
45
MAVROS CAPITAL MANAGEMENT, LLC — moved its main office from BEVERLY HILLS, CA to LOS ANGELES, CA. IAPD ↗
$0 RAUM · 3 reps · (424) 522-2524 · mavroscapitalgroup.com
45
KMT WEALTH MANAGEMENT, LLC — moved its main office from EL SEGUNDO, CA to HERMOSA BEACH, CA. IAPD ↗
$174.9M RAUM · 1 reps · 773-895-8962 · kmtwealth.com
45
ARGO WEALTH ADVISORY, LLC — moved its main office from VIENNA, VA to MCLEAN, VA. IAPD ↗
$0 RAUM · 2 reps · 703-966-6671 · argowealthadvisory.com
40
LINCOLN ADVISORS — moved its main office from DALLAS, TX to CHICAGO, IL. IAPD ↗institutional
$1.86B RAUM · 7 reps · 312-345-8780 · lincolnadvisors.com
40
LINCOLN ADVISORS — moved its main office from DALLAS, TX to CHICAGO, IL. IAPD ↗institutional
$3.15B RAUM · 8 reps · 312-345-8780 · lincolnadvisors.com
35
PHASE 3 CAPITAL MANAGEMENT LLC — moved its main office from NORTHBROOK, IL to BOCA RATON, FL. IAPD ↗fund
$2.80B RAUM · 4 reps · 312-858-3800 · p3cm.com
33
LNK PARTNERS, LLC — moved its main office from RYE BROOK, NY to WHITE PLAINS, NY. IAPD ↗fund
$666.7M RAUM · 1 reps · 914-824-5900 · lnkpartners.com
30
FOREST ROAD ASSET MANAGEMENT LLC — moved its main office from LOS ANGELES, CA to EL SEGUNDO, CA. IAPD ↗fund
$173.5M RAUM · 12 reps · 302-265-0167

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.