← Tributary

Office IT & facilities — July 2025

Managed IT, telecom, and facilities for new offices.

142 firms opened this window in the July 2025 SEC roster: 116 new office, 26 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
SMITH SHELLNUT WILSON — added office(s): 6 -> 7 additional locations. IAPD ↗
$8.02B RAUM · 15 reps · 601-605-1776 · ssw1776.com
55
COBBLESTONE CAPITAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.93B RAUM · 23 reps · 585-473-3333 · cobblestonecap.com
55
COLDSTREAM WEALTH MANAGEMENT — added office(s): 7 -> 8 additional locations. IAPD ↗
$12.44B RAUM · 165 reps · 425-283-1600
55
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. — added office(s): 10 -> 11 additional locations. IAPD ↗
$43.42B RAUM · 99 reps · 800-621-4421 · mesirowfinancial.com
55
CONSOLIDATED PORTFOLIO REVIEW CORP — added office(s): 24 -> 25 additional locations. IAPD ↗
$1.29B RAUM · 28 reps · 631-845-5100 · delanceywealth.com
55
CARY STREET PARTNERS — added office(s): 23 -> 24 additional locations. IAPD ↗
$8.26B RAUM · 81 reps · (804) 340-8100
55
SIMON QUICK ADVISORS, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
$7.07B RAUM · 57 reps · 973-525-1000 · simonquickadvisors.com
55
ARAX ADVISORY PARTNERS — added office(s): 9 -> 15 additional locations. IAPD ↗
$7.32B RAUM · 52 reps · 303-633-5900 · simondavisinc.com
55
L & S ADVISORS, INC — added office(s): 0 -> 2 additional locations. IAPD ↗
$1.05B RAUM · 15 reps · 310-893-6060 · lsadvisors.com
55
STEPSTONE GROUP LP — added office(s): 9 -> 10 additional locations. IAPD ↗
$95.63B RAUM · 193 reps · 858-558-9700 · vimeo.com
55
ROYAL FUND MANAGEMENT, LLC — added office(s): 90 -> 91 additional locations. IAPD ↗
$1.31B RAUM · 83 reps · 352-750-1637
55
FORUM FINANCIAL MANAGEMENT, LP — added office(s): 48 -> 49 additional locations. IAPD ↗
$9.03B RAUM · 87 reps · (630) 873-8520
55
BALLENTINE PARTNERS — added office(s): 3 -> 4 additional locations. IAPD ↗
$12.01B RAUM · 88 reps · 781-314-1300
55
FOURSTAR WEALTH ADVISORS, LLC — added office(s): 25 -> 26 additional locations. IAPD ↗
$1.24B RAUM · 45 reps · (312) 667-1750 · financialadvisorsworkshop.com
55
1900 WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.27B RAUM · 12 reps · 210-736-7770 · jeffersonbank.com
55
PATTON ALBERTSON MILLER GROUP, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$1.54B RAUM · 16 reps · 423-414-2100 · focusfinancialpartners.com
55
ONEASCENT FINANCIAL SERVICES LLC — added office(s): 33 -> 34 additional locations. IAPD ↗
$2.61B RAUM · 57 reps · 205-313-9142
55
THE FIDUCIARY ALLIANCE — added office(s): 20 -> 21 additional locations. IAPD ↗
$1.92B RAUM · 38 reps · 864-385-7999
55
VIDENT ASSET MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$12.09B RAUM · 8 reps · 404-267-1501 · videntam.com
55
ALERA INVESTMENT ADVISORS, LLC — added office(s): 14 -> 16 additional locations. IAPD ↗
$3.57B RAUM · 53 reps · (847) 457-3000 · aleragroup.com
55
LEGACY CAPITAL WEALTH PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.32B RAUM · 16 reps · 501-376-7878 · legacycapitalwp.com
55
CANOPY WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.47B RAUM · 7 reps · 608-662-9018 · canopy-wealth.com
55
AMERICANA PARTNERS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$6.08B RAUM · 26 reps · 713-429-5552
55
WEDMONT PRIVATE CAPITAL — added office(s): 3 -> 4 additional locations. IAPD ↗
$2.37B RAUM · 7 reps · 6108858200
55
WEALTHPLAN INVESTMENT MANAGEMENT LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.57B RAUM · 14 reps · 402-691-0200
55
DAYMARK WEALTH PARTNERS, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$3.94B RAUM · 19 reps · 513-838-2520 · music.amazon.com
55
PORTSIDE WEALTH GROUP, LLC — added office(s): 35 -> 36 additional locations. IAPD ↗
$1.13B RAUM · 41 reps · 385-412-1222
53
HEROLD ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$489.7M RAUM · 8 reps · 212-371-3950 · heroldlantern.com
53
SANTORI & PETERS — added office(s): 1 -> 2 additional locations. IAPD ↗
$389.7M RAUM · 4 reps · 412-373-6904
53
AZA CAPITAL MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$314.0M RAUM · 8 reps · 312-429-0880
53
NEUMANN CAPITAL MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$568.5M RAUM · 4 reps · 650-548-9200 · neumanncm.portal.tamaracinc.com
53
SAXONY CAPITAL MANAGEMENT, LLC — added office(s): 18 -> 19 additional locations. IAPD ↗
$297.9M RAUM · 0 reps · 314-963-9336 · saxonyadvisors.com
53
UNITED FINANCIAL PLANNING GROUP LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$305.4M RAUM · 5 reps · (631) 234-0871
53
CYPRESS FINANCIAL PLANNING — added office(s): 2 -> 3 additional locations. IAPD ↗
$395.0M RAUM · 6 reps · (856) 720-0029 · cypressplanning.com
53
LODESTONE WEALTH MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$306.2M RAUM · 3 reps · 509-413-2386 · lodestonewm.com
53
ETESIAN WEALTH ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$426.8M RAUM · 6 reps · 503-387-3615
53
KING WEALTH MANAGEMENT GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$931.3M RAUM · 7 reps · 518-306-5640 · kingwealthmanagementgroup.com
53
WALKNER CONDON FINANCIAL ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$732.8M RAUM · 13 reps · 608-234-4127 · walknercondon.com
53
SEQUENT PLANNING, LLC — added office(s): 20 -> 21 additional locations. IAPD ↗
$394.7M RAUM · 70 reps · 402-953-3544
53
BOYUM WEALTH ARCHITECTS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$316.2M RAUM · 5 reps · 651-289-6444 · myboyum.com
53
FSA INVESTMENT GROUP, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$709.5M RAUM · 13 reps · (850) 696-1550 · fsa-ig.com
53
MOSAIC ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$499.4M RAUM · 16 reps · 713-980-4100
53
GEOMETRIC WEALTH ADVISORS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$971.6M RAUM · 8 reps · (973) 525-4901
53
ROSE CAPITAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$663.6M RAUM · 7 reps · 305-534-7673 · rosecapitaladvisors.com
53
OASIS WEALTH PLANNING ADVISORS — added office(s): 6 -> 7 additional locations. IAPD ↗
$267.8M RAUM · 6 reps · (615) 933-3314 · oasiswealthplanning.com
53
SUMMIT WEALTH AND RETIREMENT PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
$824.8M RAUM · 6 reps · (925) 927-1900 · summitwealthandretirement.com
53
FINANCIAL SERVICES OF AMERICA ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$396.2M RAUM · 24 reps · (800) 977-9292 · fsa1.com
53
DUNHILL FINANCIAL — added office(s): 3 -> 4 additional locations. IAPD ↗
$322.9M RAUM · 8 reps · (561) 685-2381 · dunhillfinancial.com
53
ASTORIA PORTFOLIO ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$698.8M RAUM · 7 reps · 212-381-6185
53
SOVEREIGN FINANCIAL GROUP, INC. — added office(s): 19 -> 21 additional locations. IAPD ↗
$882.7M RAUM · 17 reps · (888) 765-8180
53
ORBA WEALTH ADVISORS, LLC — added office(s): 13 -> 15 additional locations. IAPD ↗
$257.1M RAUM · 16 reps · (312) 670-6262
53
HOXTON WEALTH USA LLC — added office(s): 6 -> 12 additional locations. IAPD ↗
$470.0M RAUM · 37 reps · 737-249-9620
53
SERENITY INVESTMENT ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$376.0M RAUM · 5 reps · 312-734-1415 · yelp.com
53
UNIQUE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$766.5M RAUM · 11 reps · 813-816-2030 · uniquewealth.com
53
ORG PARTNERS — added office(s): 11 -> 12 additional locations. IAPD ↗
$772.6M RAUM · 15 reps · 260-469-9173 · tinkercapital.com
53
THEPARTNERS WEALTH MANAGEMENT — added office(s): 17 -> 18 additional locations. IAPD ↗
$454.5M RAUM · 22 reps · 800-324-3010 · twsfinancialplanning.com
53
ENCOMPASS MORE ASSET MANAGEMENT LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$581.9M RAUM · 76 reps · 925-272-8850
53
GOLDEN STATE EQUITY PARTNERS, LLC — added office(s): 18 -> 19 additional locations. IAPD ↗
$880.4M RAUM · 25 reps · 866-273-1563 · heartmtwm.com
53
ROSSBY FINANCIAL, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$358.6M RAUM · 2 reps · 321-209-0111
53
GRATUS WEALTH ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$690.7M RAUM · 6 reps · 757-909-5505 · gratuswealthadvisors.com
53
MAY HILL CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$380.7M RAUM · 3 reps · 617-800-0388 · mayhillwealth.com
50
STERLING WEALTH ADVISORS, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
$187.6M RAUM · 1 reps · 954-771-1313 · sterlingwealthadvisors.com
50
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$227.6M RAUM · 10 reps · (949) 261-7726
50
CAITLIN JOHN, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
$183.4M RAUM · 20 reps · 810-355-1325 · caitlinjohn.com
50
SANKALA GROUP LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$116.1M RAUM · 4 reps · 720-310-0605
50
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$137.6M RAUM · 2 reps · 415.287-5100 · nollmac.com
50
RUTHERFORD INVESTMENT MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$216.4M RAUM · 4 reps · 503-452-1210 · rutherfordinvestment.com
50
CAERUS INVESTMENT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$194.6M RAUM · 2 reps · 650-906-7666
50
Q3 ADVISORS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$0 RAUM · 12 reps · 720-730-9892
50
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$80.4M RAUM · 4 reps · (317) 706-4748
50
CENTENNIAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$169.8M RAUM · 6 reps · (512) 265-5000 · iwanttoretirewell.com
50
PROXY WEALTH ADVISORS LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$90.0M RAUM · 11 reps · 646-289-5075 · proxywealth.com
50
KENNONDALE CAPITAL MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$100.4M RAUM · 2 reps · (804) 350-3368 · kennondale.com
50
CORNERSTONE WEALTH ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$110.2M RAUM · 4 reps · 760-476-1376 · cwainvestors.com
50
FREEDOM FAMILY OFFICE, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$143.5M RAUM · 3 reps · (855) 540-0400 · freedomfamilyoffice.com
50
MOMENT PRIVATE WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
$156.7M RAUM · 4 reps · (636) 591-1050 · momentprivatewealth.com
50
BOOSTER, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$239.8M RAUM · 2 reps · 410-216-1551 · booster401k.com
50
WINCAP FINANCIAL LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$153.3M RAUM · 5 reps · (617) 590-3250 · wincapfinancial.com
50
ALPHA ZERO LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$183.2M RAUM · 7 reps · (561) 576-2599 · alphazerowealth.com
50
TABLEAUX WEALTH — added office(s): 2 -> 4 additional locations. IAPD ↗
$154.3M RAUM · 5 reps · 413-264-2400
50
AXIM PLANNING & WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
$119.3M RAUM · 1 reps · 937-291-2060 · aximwealth.com
50
RIGDEN CAPITAL STRATEGIES — added office(s): 1 -> 2 additional locations. IAPD ↗
$104.1M RAUM · 4 reps · 303-351-1618 · rigdencapital.com
50
BROADSTREET FAMILY OFFICE LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$21.5M RAUM · 6 reps · (914) 427-8036 · broadstreetfamilyoffice.com
50
BERLIN WEALTH GROUP ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.4M RAUM · 2 reps · +1 310 696 3704 · berlin-wealthadvisors.com
50
BLUE JEAN FINANCIAL LLC — added office(s): 5 -> 8 additional locations. IAPD ↗
$94.7M RAUM · 7 reps · (518) 406-8488 · bluejeanfinancial.com
50
ZERO DAY CAPITAL ENTERPRISES LLC — added office(s): 12 -> 14 additional locations. IAPD ↗
$38.2M RAUM · 14 reps · 702 271 3265 · zerodaycapital.com
50
CATOCTIN RIDGE WEALTH PARTNER — added office(s): 0 -> 1 additional locations. IAPD ↗
$102.3M RAUM · 2 reps · 301-304-6004 · burhonfg.com
50
VALOIR WEALTH LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$44.1M RAUM · 1 reps · (786) 505-2845
50
ALONGSIDE, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$0 RAUM · 3 reps · 214-563-1190
50
STORGATE, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$149.2M RAUM · 2 reps · (917) 690-7972 · storgate.com
50
OASIS ADVISORS — added office(s): 3 -> 8 additional locations. IAPD ↗
$0 RAUM · 22 reps · 715-843-5518
50
CONNECTIVE WEALTH PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$0 RAUM · 7 reps · (603) 498-1854
50
DISHMI CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · (213) 373-1949 · dishmicap.com
50
THE PACIFIC FINANCIAL GROUP, INC. — moved its main office from BELLEVUE, WA to NASHVILLE, TN. IAPD ↗
$4.11B RAUM · 21 reps · 425 451-7722
50
CEREDEX VALUE ADVISORS LLC — moved its main office from ORLANDO, FL to WINTER PARK, FL. IAPD ↗
$5.16B RAUM · 11 reps · 407-674-1270
50
FOCUS PARTNERS WEALTH, LLC — moved its main office from BOSTON, MA to ST. LOUIS, MO. IAPD ↗
$95.89B RAUM · 980 reps · (314) 725-0455
48
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC — moved its main office from MENOMONEE FALLS, WI to MILWAUKEE, WI. IAPD ↗
$286.6M RAUM · 3 reps · 414-319-1080
48
INVESTMENT ADVISORY GROUP LLC — moved its main office from HANOVER, MA to SARASOTA, FL. IAPD ↗
$994.4M RAUM · 5 reps · 781-826-1235 · maritimewealthadvisors.com
48
FOUNDERS CAPITAL MANAGEMENT, LLC — moved its main office from EAST HARTFORD, CT to HARTFORD, CT. IAPD ↗
$794.9M RAUM · 4 reps · 860.308.0061 · foundcapital.com
48
M1 CAPITAL MANAGEMENT LLC — moved its main office from BLOOMFIELD HILLS, MI to TROY, MI. IAPD ↗
$406.0M RAUM · 6 reps · 248-556-4600 · m1capitalmanagement.com
48
KING WEALTH MANAGEMENT GROUP, LLC — moved its main office from NAPLES, FL to SARATOGA SPRINGS, NY. IAPD ↗
$931.3M RAUM · 7 reps · 518-306-5640 · kingwealthmanagementgroup.com
48
UNIQUE WEALTH, LLC — moved its main office from CLEARWATER, FL to TAMPA, FL. IAPD ↗
$766.5M RAUM · 11 reps · 813-816-2030 · uniquewealth.com
45
COPPERLEAF CAPITAL, LLC — moved its main office from RALEIGH, NC to CONCORD, NC. IAPD ↗
$249.7M RAUM · 4 reps · 919-787-9725
45
VALUES FIRST ADVISORS, INC. — moved its main office from GRAY, TN to JOHNSON CITY, TN. IAPD ↗
$202.0M RAUM · 8 reps · 877-832-3847
45
COVE STREET CAPITAL, LLC — moved its main office from EL SEGUNDO, CA to HERMOSA BEACH, CA. IAPD ↗
$126.7M RAUM · 1 reps · 424-221-5897 · covestreetcapital.com
45
DUTCH ASSET CORPORATION — moved its main office from ALBANY, NY to SELKIRK, NY. IAPD ↗
$91.1M RAUM · 4 reps · 518-478-8077 · dutchasset.com
45
THINKING BIG FINANCIAL — moved its main office from NEW YORK, NY to BROOKLYN, NY. IAPD ↗
$74.5M RAUM · 2 reps · (973) 224-1145
45
VERUS FINANCIAL GROUP — moved its main office from HOUSTON, TX to SUGAR LAND, TX. IAPD ↗
$129.7M RAUM · 4 reps · (281) 727-0285 · verusfinancial.net
45
MAREST CAPITAL, LLC — moved its main office from TARZANA, CA to ENCINO, CA. IAPD ↗
$217.9M RAUM · 2 reps · 818-216-4900
45
TRUEHAVEN CAPITAL — moved its main office from BRADENTON, FL to FRANKLIN, TN. IAPD ↗
$117.2M RAUM · 1 reps · 210-260-8668 · truehaven.net
45
MESSINA WEALTH MANAGEMENT, LLC — moved its main office from SPRING HILL, FL to DALLAS, TX. IAPD ↗
$60.9M RAUM · 2 reps · 214-205-2066 · messinawealthmanagement.com
45
PLANPILOT — added office(s): 3 -> 10 additional locations. IAPD ↗institutional
$3.71B RAUM · 11 reps · 312-973-4911
45
STEPSTONE PRIVATE WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$8.17B RAUM · 0 reps · 704-215-4300
40
GABELLI FUNDS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$21.95B RAUM · 48 reps · 914-921-5000 · gabelli.com
40
HAMILTON LANE — added office(s): 21 -> 22 additional locations. IAPD ↗fund
$138.30B RAUM · 257 reps · 610-934-2222
40
VANGUARD GLOBAL ADVISERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$491.43B RAUM · 84 reps · 610-669-1000 · vanguardoffshore.com
40
STEPSTONE GROUP REAL ASSETS LP — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$33.10B RAUM · 75 reps · 858-558-9700
40
MAM AMERICAS, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$3.17B RAUM · 128 reps · 212-231-1000
40
PARAFI CAPITAL LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.40B RAUM · 8 reps · (203) 326-1321 · parafi.com
40
GREAT MOUNTAIN PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$11.32B RAUM · 10 reps · 203.993.6149
40
PERCHERON CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.59B RAUM · 54 reps · (415)738-4340 · percheroncapital.com
40
ELDRIDGE SME ADVISERS — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 8 reps · (212) 895-2000 · eldridge.com
40
PACIFIC FINANCIAL GROUP, LLC — moved its main office from BELLEVUE, WA to NASHVILLE, TN. IAPD ↗institutional
$3.76B RAUM · 2 reps · 4254517722 · tpfg.com
38
POLAR CAPITAL (AMERICA) CORPORATION — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$505.6M RAUM · 6 reps · 203-604-1550 · polarcapital.co.uk
35
FIVE ARROWS MANAGERS NORTH AMERICA LLC — moved its main office from LOS ANGELES, CA to MANHATTAN BEACH, CA. IAPD ↗fund
$3.24B RAUM · 11 reps · 213-621-3700 · rothschildandco.com
35
CAPINSIGHTS PARTNERS, LLC — moved its main office from GREENSBORO, NC to GREENWICH, CT. IAPD ↗institutional
$0 RAUM · 6 reps · 617.872.7174 · capinsights.partners
35
WEDBUSH FUND ADVISERS, LLC — moved its main office from LOS ANGELES, CA to PASADENA, CA. IAPD ↗institutional
$0 RAUM · 2 reps · 213-688-8000 · wedbushfunds.com
33
LYNX1 CAPITAL MANAGEMENT LP — moved its main office from SAN JUAN, PR to DORADO, PR. IAPD ↗fund
$310.3M RAUM · 1 reps · 929-888-7476
33
CRE VENTURE CAPITAL, INC. — moved its main office from FRANKLIN LAKES, NJ to MAHWAH, NJ. IAPD ↗fund
$406.5M RAUM · 4 reps · 917 583 4687
25
POLAR CAPITAL — added office(s): 5 -> 6 additional locations. IAPD ↗foreign
$29.11B RAUM · 58 reps · 011 44 20 72272700 · polarcapital.co.uk
25
QUANTUM ADVISORS PRIVATE LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$2.28B RAUM · 15 reps · 91-22-61447900
25
AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED — added office(s): 6 -> 9 additional locations. IAPD ↗foreign
$2.01B RAUM · 3 reps · -7488
25
POLAR ASSET MANAGEMENT PARTNERS INC. — added office(s): 5 -> 7 additional locations. IAPD ↗foreign
$42.92B RAUM · 61 reps · 416-367-4364 · polaramp.com
25
MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED — added office(s): 2 -> 4 additional locations. IAPD ↗foreign
$160.25B RAUM · 73 reps · 612 8232 3333 · macquarie.com
25
MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$15.72B RAUM · 55 reps · 44 203 037 2000 · macquarie.com
25
CLEAN ENERGY TRANSITION LLP — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$4.02B RAUM · 5 reps · 442038705963 · cleanenergytransition.com
23
ESCHLER ASSET MANAGEMENT LLP — added office(s): 7 -> 12 additional locations. IAPD ↗foreign
$497.2M RAUM · 31 reps · 447775824595
20
CANACCORD GENUITY WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗foreign
$101.2M RAUM · 31 reps · 604-643-7300
20
BFINANCE US LTD. — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$0 RAUM · 3 reps · 442077478600 · bfinance.com
20
OCEANIC INVESTMENT MANAGEMENT LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$198.7M RAUM · 6 reps · +44 1624 663616 · oceanicim.com
20
ALPEN PARTNERS INTERNATIONAL AG — moved its main office from BAECH, to FREIENBACH, . IAPD ↗foreign
$1.39B RAUM · 32 reps · 0041581057550 · alpeninternational.com
18
CEDERBERG CAPITAL ASIA LIMITED — moved its main office from HONG KONG, KOWLOON, to TSIM SHA TSUI, KOWLOON, . IAPD ↗foreign
$772.8M RAUM · 3 reps · 90137758 · cederbergcap.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.