← Tributary

Office IT & facilities — June 2025

Managed IT, telecom, and facilities for new offices.

108 firms opened this window in the June 2025 SEC roster: 81 new office, 27 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
BALDWIN WEALTH PARTNERS, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$2.51B RAUM · 14 reps · (508) 748-0800 · baldwin-llc.com
55
BRADLEY FOSTER & SARGENT INC — added office(s): 6 -> 8 additional locations. IAPD ↗
$7.68B RAUM · 30 reps · 860-527-8050 · bfsinvest.com
55
SAVANT WEALTH MANAGEMENT — added office(s): 42 -> 43 additional locations. IAPD ↗
$29.65B RAUM · 178 reps · 815-227-0300 · savantwealth.com
55
EAGLE GLOBAL ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.46B RAUM · 10 reps · 713-952-3550 · eagleglobal.com
55
INTELLICENTS INVESTMENT SOLUTIONS INC — added office(s): 9 -> 10 additional locations. IAPD ↗
$7.36B RAUM · 46 reps · 507-377-2919
55
PRIVATE CLIENT SERVICES, LLC — added office(s): 20 -> 22 additional locations. IAPD ↗
$1.05B RAUM · 50 reps · 502-451-0600
55
WALDRON PRIVATE WEALTH — added office(s): 2 -> 3 additional locations. IAPD ↗
$4.52B RAUM · 41 reps · 412-221-1005
55
PARALLEL ADVISORS, LLC — added office(s): 17 -> 18 additional locations. IAPD ↗
$8.74B RAUM · 64 reps · 866-627-6984 · paralleladvisors.com
55
ROYAL FUND MANAGEMENT, LLC — added office(s): 89 -> 90 additional locations. IAPD ↗
$1.31B RAUM · 83 reps · 352-750-1637
55
COMPASS ION ADVISORS, LLC — added office(s): 15 -> 16 additional locations. IAPD ↗
$1.33B RAUM · 15 reps · (610) 228-2200 · ionadv.com
55
REVISOR WEALTH MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$2.06B RAUM · 7 reps · 330-864-9516
55
MCADAM LLC — added office(s): 68 -> 70 additional locations. IAPD ↗
$2.29B RAUM · 138 reps · (888) 614-5323
55
SUMMIT FINANCIAL WEALTH ADVISORS — added office(s): 3 -> 5 additional locations. IAPD ↗
$1.42B RAUM · 12 reps · 337-232-1141
55
ALPHACORE CAPITAL LLC — added office(s): 7 -> 12 additional locations. IAPD ↗
$6.06B RAUM · 42 reps · 858-875-4100
55
FIRST PACIFIC FINANCIAL, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.51B RAUM · 18 reps · (360) 254-2585 · fp-financial.com
55
EVERSOURCE WEALTH ADVISORS, LLC — added office(s): 25 -> 27 additional locations. IAPD ↗
$3.95B RAUM · 40 reps · 205-982-5515 · cornerstone360advisors.com
55
CS MCKEE — added office(s): 0 -> 1 additional locations. IAPD ↗
$10.31B RAUM · 20 reps · 412-566-1234 · csmckee.com
55
CW ADVISORS, LLC — added office(s): 22 -> 26 additional locations. IAPD ↗
$9.30B RAUM · 62 reps · (617) 428-7600 · cwadvisorsgroup.com
55
TURTLE CREEK WEALTH ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.71B RAUM · 19 reps · 214-214-3110
55
UNITED ADVISOR GROUP — added office(s): 23 -> 24 additional locations. IAPD ↗
$1.09B RAUM · 43 reps · 888.242.4912 · thestrategicfinancial.com
53
BRAND ASSET MANAGEMENT GROUP, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$930.4M RAUM · 13 reps · 636-532-7333
53
SK WEALTH MANAGEMENT, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$555.3M RAUM · 4 reps · 401-331-1575 · skwealth.com
53
ROEHL & YI INVESTMENT ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$857.8M RAUM · 11 reps · 541-683-2085 · roehl-yi.com
53
INVESTMENT ADVISORY GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$994.4M RAUM · 5 reps · 781-826-1235 · maritimewealthadvisors.com
53
INTEGRIS WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$635.1M RAUM · 11 reps · 831-333-1717
53
SHARPER & GRANITE LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$318.3M RAUM · 4 reps · 310-426-2909 · sharpergranite.com
53
TORREY GROWTH & INCOME ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$322.2M RAUM · 2 reps · 760-274-2744 · torreygrowth.com
53
THE MARSHALL FINANCIAL GROUP LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$593.0M RAUM · 11 reps · (410) 563-1190
53
ESSEX PRIVATE WEALTH MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$293.6M RAUM · 4 reps · (978) 887-5981 · huntwicke.com
53
CMH WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$774.0M RAUM · 5 reps · (603) 379-8161
53
BLACK CORAL FINANCIAL ADVISORS, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$936.0M RAUM · 6 reps · 973-352-8600 · blackcoralfa.com
53
INTEGRATED FINANCIAL STRATEGIES, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$455.0M RAUM · 6 reps · 704-643-5000 · ifsinvest.com
53
OAK GROVE CAPITAL, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$616.2M RAUM · 2 reps · 412-515-8899
53
VIZCAYA CAPITAL, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$529.8M RAUM · 5 reps · 305-602-5725 · vizcayacapital.com
53
SUMMIT FINANCIAL — added office(s): 0 -> 3 additional locations. IAPD ↗
$255.0M RAUM · 6 reps · 410-584-9600
53
LIFEGUIDE FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$455.6M RAUM · 14 reps · (717) 796-1700
53
XYPN INVEST — added office(s): 25 -> 26 additional locations. IAPD ↗
$321.0M RAUM · 27 reps · (360) 301-7579
53
ROYAL OAK FINANCIAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$309.2M RAUM · 7 reps · 248-709-6134
53
VEERY CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$802.0M RAUM · 6 reps · (302) 660-3350 · veerycapital.com
53
CONVERGENCE FINANCIAL — added office(s): 10 -> 11 additional locations. IAPD ↗
$703.4M RAUM · 13 reps · (573) 818-2264
53
BROOKLYN INVESTMENT GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$522.7M RAUM · 6 reps · 617-319-7229
53
WEST WEALTH GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$472.1M RAUM · 9 reps · 949-682-9105
53
49 FINANCIAL — added office(s): 9 -> 10 additional locations. IAPD ↗
$871.4M RAUM · 128 reps · 214-563-1190
53
AMERITY WEALTH MANAGEMENT, LLC — added office(s): 15 -> 17 additional locations. IAPD ↗
$277.3M RAUM · 16 reps · (863) 683-1750 · ameritywm.com
53
BKM WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$582.0M RAUM · 5 reps · 262-955-7147 · bkmwm.com
53
EVERNEST FINANCIAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$761.2M RAUM · 4 reps · 317-556-1015 · evernestfa.com
53
PARKWOODS WEALTH PARTNERS, LLC — added office(s): 4 -> 7 additional locations. IAPD ↗
$408.6M RAUM · 3 reps · (877) 278-2716 · parkwoodswealth.com
53
UNITING WEALTH PARTNERS — added office(s): 4 -> 5 additional locations. IAPD ↗
$544.7M RAUM · 7 reps · 479-364-0686 · unitingwealthpartners.com
50
LIFECOURSE CAPITAL, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$159.3M RAUM · 4 reps · 256-489-4400 · lccapital.net
50
FEDERMANN FINANCIAL ADVISORS INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$89.3M RAUM · 2 reps · 631-981-1904 · fedadvisors.com
50
VISTICA WEALTH ADVISORS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$131.6M RAUM · 4 reps · 760-854-4003
50
MONEY MANAGERS, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$53.2M RAUM · 3 reps · (725) 254-5220
50
TANDEM WEALTH ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$223.4M RAUM · 7 reps · 602-297-8600
50
INVESTALL, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
$53.1M RAUM · 9 reps · 212-995-9191
50
ARI GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$125.8M RAUM · 4 reps · (212) 419-0400 · arinvgroup.com
50
KISSLING FINANCIAL SERVICES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$112.8M RAUM · 1 reps · 724-667-1617 · kisslingfinancial.com
50
BLACK KNIGHT WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$240.0M RAUM · 6 reps · 972-786-6527 · opgadvisors.com
50
ELYSIUM WEALTH MANAGEMENT, LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
$159.2M RAUM · 8 reps · 801-735-8407 · saltwealthpartners.com
50
BLUEPRINT FINANCIAL ADVISORS — added office(s): 13 -> 14 additional locations. IAPD ↗
$201.5M RAUM · 17 reps · 844-200-2568 · bluegrasscapadv.com
50
LUMIDA WEALTH MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$83.1M RAUM · 1 reps · (833) 512-5111 · podcasts.google.com
50
ROBINHOOD ASSET MANAGEMENT — added office(s): 1 -> 5 additional locations. IAPD ↗
$158.7M RAUM · 47 reps · 650-940-2700 EXT 31450
50
RIGDEN CAPITAL STRATEGIES — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 3 reps · 303-351-1618 · rigdencapital.com
50
CATALYST WEALTH MANAGEMENT LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
$47.7M RAUM · 14 reps · 832-657-7735 · catalystfg.com
50
BALANCE WEALTH — added office(s): 2 -> 8 additional locations. IAPD ↗
$187.6M RAUM · 8 reps · (216) 965-5045 · balancewealth.com
50
TERRAFIRMA WEALTH PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
$83.0M RAUM · 1 reps · 925-587-8882 · terrafirmawealth.com
50
BEATRICE ADVISORS LP — added office(s): 0 -> 1 additional locations. IAPD ↗
$64.6M RAUM · 2 reps · 212-688-1261
50
INFLECTION CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$188.5M RAUM · 5 reps · 415-805-8682
50
FIVE ELEVEN FAMILY OFFICE LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$131.4M RAUM · 4 reps · 917-685-1360 · five11partners.com
50
W&S ADVISORY SERVICES, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$0 RAUM · 0 reps · 513-362-8176 · meetfabric.com
50
PENDULUM WEALTH PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 9 reps · 630-861-6143 · pendulum.partners
50
VERIS WEALTH PARTNERS, LLC — moved its main office from SAN FRANCISCO, CA to OAKLAND, CA. IAPD ↗
$2.26B RAUM · 14 reps · (415) 814-0580
50
PANDI, LLC — moved its main office from LEAWOOD, KS to KANSAS CITY, MO. IAPD ↗
$2.04B RAUM · 6 reps · 913-437-9900 · pandikc.com
48
FIRESTONE CAPITAL MANAGEMENT INC — moved its main office from CORAL GABLES, FL to SOUTH MIAMI, FL. IAPD ↗
$710.3M RAUM · 5 reps · (305) 669-2119 · firestonecapital.com
48
DELTA FINANCIAL ADVISORS, L.L.C. — moved its main office from NEW ORLEANS, LA to METAIRIE, LA. IAPD ↗
$429.7M RAUM · 2 reps · 504 522-9019 · deltafinad.com
48
PAULSON WEALTH MANAGEMENT INC. — moved its main office from WHEATON, IL to WEST PALM BEACH, FL. IAPD ↗
$503.8M RAUM · 5 reps · 407-957-0074
48
BOYUM WEALTH ARCHITECTS LLC — moved its main office from MENDOTA HEIGHTS, MN to BLOOMINGTON, MN. IAPD ↗
$316.2M RAUM · 5 reps · 651-289-6444 · myboyum.com
48
BIRCHWOOD FINANCIAL PARTNERS, INC. — moved its main office from EDINA, MN to BLOOMINGTON, MN. IAPD ↗
$744.0M RAUM · 10 reps · 952-885-9088
48
HAMILTON WEALTH, LLC — moved its main office from ENCINO, CA to LOS ANGELES, CA. IAPD ↗
$553.7M RAUM · 3 reps · 747-208-4300
48
PARKWOODS WEALTH PARTNERS, LLC — moved its main office from SYRACUSE, NY to CLAYTON, MO. IAPD ↗
$408.6M RAUM · 3 reps · (877) 278-2716 · parkwoodswealth.com
45
ADVISOR FINANCIAL SERVICES, INC. — moved its main office from GLEN ALLEN, VA to CHATHAM, NY. IAPD ↗
$56.0M RAUM · 1 reps · 804-234-8600 · advisor.org
45
AVENTUS INVESTMENT ADVISORS, INC. — moved its main office from CORNELIUS, NC to NAPLES, FL. IAPD ↗
$130.4M RAUM · 2 reps · 239-673-0020
45
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC — moved its main office from WASHINGTON, D.C., DC to WASHINGTON, DC. IAPD ↗
$225.9M RAUM · 6 reps · 202-780-7726 · grahamcapitalwealth.com
45
GENESIS FINANCIAL GROUP, LLC — moved its main office from MAHWAH, NJ to PARAMUS, NJ. IAPD ↗
$102.0M RAUM · 1 reps · 551-284-4023 · genesisfinancialgroupllc.com
45
QUANTCA FINANCIAL — moved its main office from DOVER, DE to EDMONDS, WA. IAPD ↗
$10,029 RAUM · 1 reps · 3023215022 · quantca.com
45
ADVISIFI LLC — moved its main office from NEW YORK, NY to ST PETERSBURG, FL. IAPD ↗
$0 RAUM · 2 reps · 888 983-2897 · advisifi.co
45
ACTIVA FINANCIAL — moved its main office from KEY BISCAYNE, FL to MIAMI, FL. IAPD ↗
$0 RAUM · 1 reps · 305-686-7910
45
CAMBIENT FAMILY OFFICE, LLC — moved its main office from FRUITPORT, MI to ADA, MI. IAPD ↗
$0 RAUM · 3 reps · (616) 330-2270
45
BAMCO, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$38.17B RAUM · 44 reps · 212-583-2000 · baroncapitalgroup.com
40
SIGULER GUFF ADVISERS LLC — added office(s): 11 -> 12 additional locations. IAPD ↗fund
$16.87B RAUM · 66 reps · 212-332-5100 · sigulerguff.com
40
ZAIS GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.41B RAUM · 21 reps · 732-530-3610 · zaisesg.net
40
AFFINIUS CAPITAL — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$10.99B RAUM · 279 reps · 212-605-1000 · affiniuscapital.com
40
CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$2.08B RAUM · 36 reps · (310) 400-8800 · whitestaram.com
40
SUMMITTX CAPITAL, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$8.25B RAUM · 39 reps · 817-769-1578 · summittxcapital.com
40
ELDRIDGE GP1 ADVISERS — added office(s): 1 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 20 reps · (212) 895-2000 · eldridge.com
38
MAKARORA — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$353.3M RAUM · 13 reps · 646-647-4133
38
VALKYRIE FUNDS LLC — moved its main office from BRENTWOOD, TN to NEW YORK, NY. IAPD ↗institutional
$258.6M RAUM · 1 reps · 218-255-9743 · coinshares.com
35
NOVAWAVE CAPITAL — added office(s): 0 -> 5 additional locations. IAPD ↗fund
$90.0M RAUM · 6 reps · 781-710-3455 · novawavecapital.com
35
STERLING INVESTMENT PARTNERS ADVISERS, LLC — moved its main office from WESTPORT, CT to GREENWICH, CT. IAPD ↗fund
$1.85B RAUM · 14 reps · 203-226-8711
35
CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC — moved its main office from DALLAS, TX to SANTA MONICA, CA. IAPD ↗fund
$2.08B RAUM · 36 reps · (310) 400-8800 · whitestaram.com
35
ARDSLEY PARTNERS — moved its main office from ROWAYTON, CT to NORWALK, CT. IAPD ↗fund
$1.14B RAUM · 9 reps · 203-564-4200 · ardsley.com
35
THE FAMILY OFFICES GLOBAL VENTURES INC. — moved its main office from NEW YORK, NY to MIAMI, FL. IAPD ↗institutional
$0 RAUM · 2 reps · 310 994 0619
33
BANDERA PARTNERS — moved its main office from NEW YORK, NY to BROOKLYN, NY. IAPD ↗fund
$363.7M RAUM · 2 reps · 212-232-0117 · banderapartners.com
33
SCIENCE & TECHNOLOGY PARTNERS, L.P. — moved its main office from NEW YORK, NY to GREENWICH, CT. IAPD ↗fund
$356.6M RAUM · 5 reps · 212-306-2600 · sandtpartners.com
33
CORINTHIA GLOBAL MANAGEMENT — moved its main office from CHICAGO, IL to NEW YORK, NY. IAPD ↗fund
$275.0M RAUM · 13 reps · +1 (980) 418-2215 · corinthiagm.com
33
EYRE STREET CAPITAL — moved its main office from WASHINGTON, DC to NEW YORK, NY. IAPD ↗fund
$344.9M RAUM · 5 reps · 771-772-8856
30
GREE CAPITAL PARTNERS, LLC — moved its main office from BURLINGAME, CA to SAN FRANCISCO, CA. IAPD ↗fund
$172.1M RAUM · 7 reps · 415-390-8310
23
AUBREY CAPITAL MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$963.6M RAUM · 11 reps · +44 131 226 2083
20
ALETHEIA ANALYST NETWORK LIMITED — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$0 RAUM · 21 reps · 852 25347432 · aletheia-capital.com

Free page: firm, event, phone, website. The paid feed adds every window as CSV, filters by state and AUM band, and alerts the day the roster drops. Data: SEC Form ADV monthly roster; confirm on IAPD before acting.