← Tributary

Office IT & facilities — August 2025

Managed IT, telecom, and facilities for new offices.

149 firms opened this window in the August 2025 SEC roster: 119 new office, 30 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
JANUS HENDERSON INVESTORS — added office(s): 4 -> 5 additional locations. IAPD ↗
$274.67B RAUM · 143 reps · (303) 333-3863
55
GAMCO ASSET MANAGEMENT INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$11.47B RAUM · 46 reps · 914-921-5000
55
F L PUTNAM INVESTMENT MANAGEMENT CO. — added office(s): 11 -> 12 additional locations. IAPD ↗
$7.70B RAUM · 73 reps · 800-344-3435 · flputnam.com
55
TCI WEALTH ADVISORS, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$4.53B RAUM · 40 reps · 520-733-1477
55
MASLOW WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.07B RAUM · 15 reps · 512-610-6930
55
COMPASS CAPITAL MANAGEMENT INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.54B RAUM · 10 reps · 612-338-4051
55
CONSOLIDATED PORTFOLIO REVIEW CORP — added office(s): 25 -> 26 additional locations. IAPD ↗
$1.29B RAUM · 28 reps · 631-845-5100 · delanceywealth.com
55
AA FINANCIAL ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.01B RAUM · 10 reps · 614-442-3355
55
THE RETIREMENT PLANNING GROUP, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$3.02B RAUM · 28 reps · 913-498-8898
55
VERSANT CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.24B RAUM · 13 reps · 602-635-3760
55
ELEVATION POINT WEALTH PARTNERS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$2.43B RAUM · 20 reps · 303-382-2880 · familyofficepartners.com
55
PARALLEL ADVISORS, LLC — added office(s): 18 -> 19 additional locations. IAPD ↗
$8.74B RAUM · 64 reps · 866-627-6984
55
FIRST PACIFIC ADVISORS, LP — added office(s): 11 -> 12 additional locations. IAPD ↗
$26.70B RAUM · 20 reps · 800-982-4372 · fpag.fpa.com
55
BIP WEALTH, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$3.36B RAUM · 27 reps · 404-495-5230
55
PURE FINANCIAL ADVISORS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$8.02B RAUM · 64 reps · 866-876-7873
55
FORUM FINANCIAL MANAGEMENT, LP — added office(s): 49 -> 50 additional locations. IAPD ↗
$9.03B RAUM · 87 reps · (630) 873-8520
55
ARCHFORD CAPITAL STRATEGIES, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.28B RAUM · 8 reps · 618-416-7085
55
MOTLEY FOOL WEALTH MANAGEMENT, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$2.18B RAUM · 26 reps · 844-408-4390
55
NORTHROCK PARTNERS, LLC — added office(s): 9 -> 16 additional locations. IAPD ↗
$6.60B RAUM · 50 reps · (612) 367-8800 · northrockberkeley.com
55
RMR WEALTH BUILDERS, INC. — added office(s): 23 -> 24 additional locations. IAPD ↗
$2.20B RAUM · 44 reps · (201) 836-2460
55
MCADAM LLC — added office(s): 70 -> 71 additional locations. IAPD ↗
$2.29B RAUM · 138 reps · (888) 614-5323 · cmwealth.com
55
APELLA WEALTH — added office(s): 19 -> 23 additional locations. IAPD ↗
$4.71B RAUM · 53 reps · 860.785.2260
55
ISTHMUS PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.30B RAUM · 8 reps · 608-729-0949
55
ONE WEALTH MAP, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
$1.10B RAUM · 5 reps · 702-470-2660 · hhtba.net
55
EVOKE ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
$27.70B RAUM · 32 reps · 424-372-1776 · evokeadvisors.com
55
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
$207.09B RAUM · 107 reps · 410-345-2000 · troweprice.com
55
HOMRICH BERG — added office(s): 9 -> 10 additional locations. IAPD ↗
$25.88B RAUM · 95 reps · 404-264-1400
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 28 -> 29 additional locations. IAPD ↗
$9.90B RAUM · 146 reps · 813-709-8800 · concurrentny.com
55
ARIS INVESTING — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.12B RAUM · 3 reps · 3129102502 · arisinvesting.com
55
TOPSAIL WEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.03B RAUM · 3 reps · 980-308-9901 · topsailwealthmanagement.com
53
WESTERN FINANCIAL CORPORATION — added office(s): 0 -> 1 additional locations. IAPD ↗
$282.5M RAUM · 2 reps · 619-544-0260
53
TOBIAS FINANCIAL ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
$892.2M RAUM · 8 reps · 954-424-1660
53
WHELAN FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$674.6M RAUM · 7 reps · 559-228-8002 · whelanfinancial.com
53
RUGGAARD & ASSOCIATES — added office(s): 2 -> 3 additional locations. IAPD ↗
$346.9M RAUM · 6 reps · (330) 487-5888
53
RAINEY & RANDALL WEALTH ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$820.4M RAUM · 4 reps · 727-344-7711 · raineyrandall.com
53
CAMBRIDGE FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$538.9M RAUM · 6 reps · 520-531-0550 · cambridgefinancialgroup.com
53
NORTHEAST PLANNING ASSOCIATES, INC. — added office(s): 32 -> 33 additional locations. IAPD ↗
$327.7M RAUM · 63 reps · (603) 471-0900 · paulhbrock.com
53
DAI WEALTH, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$267.4M RAUM · 32 reps · 404-531-7080 · goodcounselwealth.com
53
SECURE ASSET MANAGEMENT, L.L.C. — added office(s): 23 -> 26 additional locations. IAPD ↗
$890.0M RAUM · 52 reps · 248-414-1562 · re-transition.com
53
VISIONARY HORIZONS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$291.4M RAUM · 13 reps · 865-675-8496 · visionaryhorizons.com
53
BLUEPRINT INVESTING LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$346.6M RAUM · 2 reps · 415-963-9815 · blueprintinvest.com
53
PARADIEM, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$466.2M RAUM · 8 reps · 985-727-0770
53
A.G. CAMPBELL ADVISORY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$345.0M RAUM · 5 reps · 410-779-1239 · agcadvisory.com
53
TRUNORTH CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$530.6M RAUM · 4 reps · 8774690446 · trunorthcapital.com
53
KERBERROSE WEALTH MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$909.8M RAUM · 12 reps · 715.526.9400
53
SCHULZ WEALTH, LTD. — added office(s): 1 -> 2 additional locations. IAPD ↗
$363.2M RAUM · 2 reps · 817-405-4014 · schulzwealth.com
53
KINETIC INVESTMENT MANAGEMENT, INC. — added office(s): 14 -> 16 additional locations. IAPD ↗
$348.2M RAUM · 18 reps · (800) 711-4818
53
WALLACE HART CAPITAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$255.6M RAUM · 4 reps · 859-300-3030
53
FINANCIAL SERVICES OF AMERICA ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$396.2M RAUM · 24 reps · (800) 977-9292 · fsa1.com
53
TALON PRIVATE WEALTH, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
$876.9M RAUM · 8 reps · (352) 751-3200 · guardingyournestegg.com
53
JOURNEY WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$940.7M RAUM · 17 reps · 216-468-1333 · fsmwealthadvisors.com
53
HOHIMER WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$993.7M RAUM · 10 reps · 206-709-5955
53
LANDING POINT FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$263.5M RAUM · 5 reps · 440-365-9100
53
THEPARTNERS WEALTH MANAGEMENT — added office(s): 18 -> 20 additional locations. IAPD ↗
$454.5M RAUM · 29 reps · 800-324-3010 · oceanpointefg.com
53
MARIDEA WEALTH MANAGEMENT — added office(s): 8 -> 12 additional locations. IAPD ↗
$469.2M RAUM · 15 reps · 347-289-5227 · hartshornegroup.com
53
LEGACY EDGE ADVISORS — added office(s): 2 -> 4 additional locations. IAPD ↗
$896.2M RAUM · 14 reps · 516-447-4200
53
TIEMPO CAPITAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$508.0M RAUM · 4 reps · 786-885-2120 · tiempocapital.com
53
PROSPERA CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$337.3M RAUM · 2 reps · 480-648-9369 · deterswealthmanagement.com
53
BRADY MARTZ WEALTH SOLUTIONS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$599.4M RAUM · 4 reps · 701-223-1717
53
PITCAIRN — added office(s): 9 -> 11 additional locations. IAPD ↗
$775.8M RAUM · 2 reps · 215-881-6144 · pitcairn.com
50
SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$118.0M RAUM · 2 reps · 503-672-7750 · schulmerichandassoc.com
50
WEALTHKARE.COM, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$119.1M RAUM · 6 reps · 814-542-5433 · unlockretirement.seminarsoncall.com
50
REGAL ADVISORY SERVICES, INC. — added office(s): 11 -> 12 additional locations. IAPD ↗
$113.5M RAUM · 15 reps · 877-488-6537 · regaladvisoryservices.com
50
PURTILL FINANCIAL LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
$190.4M RAUM · 4 reps · (440) 484-5340 · purtillfinancial.com
50
BANTA ASSET MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗
$114.6M RAUM · 3 reps · 949-673-9944 · bantaassetmanagement.com
50
EASTSOUND CAPITAL ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$167.7M RAUM · 5 reps · 360-317-4688
50
RPM CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$78.4M RAUM · 1 reps · 203-992-1100 · rpmcapitalmgt.com
50
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — added office(s): 11 -> 12 additional locations. IAPD ↗
$243.2M RAUM · 11 reps · (888) 256-6855
50
INVARIANT INVESTMENT MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$135.9M RAUM · 6 reps · (717) 317-9006 · invariantinvestments.com
50
SOUNDHAVEN CAPITAL MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
$159.4M RAUM · 2 reps · 818-292-1474 · soundhavencapital.com
50
MODERN CAPITAL GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$42.5M RAUM · 2 reps · 212-531-5600 · modern.net
50
GREAT PATH PLANNING — added office(s): 1 -> 2 additional locations. IAPD ↗
$144.3M RAUM · 2 reps · 845-397-7284 · greatpath.com
50
RELEVE FINANCIAL GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
$222.8M RAUM · 5 reps · 612-801-5440
50
CRAFT WEALTH SERVICES — added office(s): 4 -> 5 additional locations. IAPD ↗
$92.0M RAUM · 8 reps · 813-394-0984
50
DBA SEASIDE FINANCIAL & INSURANCE SERVICES — added office(s): 0 -> 2 additional locations. IAPD ↗
$73.3M RAUM · 5 reps · (760) 433-4632 · seasideadvisory.com
50
BENCHMARK FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$100.3M RAUM · 3 reps · 302-635-9760
50
CAVU WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$175.0M RAUM · 7 reps · 858-360-7800 · cavuwealthmanagement.com
50
CIMARRON WEALTH MANAGEMENT, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
$230.5M RAUM · 5 reps · 970-249-9882
50
KENNONDALE CAPITAL MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$100.4M RAUM · 3 reps · (804) 350-3368 · kennondale.com
50
BLACK KNIGHT WEALTH MANAGEMENT, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
$240.0M RAUM · 7 reps · 972-786-6527 · opgadvisors.com
50
MAGNIFINA, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$53.9M RAUM · 1 reps · 800-732-0818
50
FARNAM FINANCIAL — added office(s): 1 -> 3 additional locations. IAPD ↗
$122.1M RAUM · 4 reps · (602) 603-4000 · farnamfinancial.com
50
GROWSTRONG WEALTH STRATEGIES — added office(s): 1 -> 2 additional locations. IAPD ↗
$103.3M RAUM · 3 reps · 866-535-2774
50
RPR FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$128.8M RAUM · 3 reps · 913-274-1452 · rprfinancial.com
50
CHRISTENSEN GROUP FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$18.5M RAUM · 5 reps · 952-653-1000 · christensengroup.com
50
ALPHA ZERO LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$183.2M RAUM · 7 reps · (561) 576-2599 · alphazerowealth.com
50
STRUCTURAL SOLUTIONS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$118.2M RAUM · 2 reps · 917-836-0339
50
SLP WEALTH — added office(s): 12 -> 13 additional locations. IAPD ↗
$29.2M RAUM · 13 reps · (910) 315-0973
50
ECHELONS CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$127.1M RAUM · 1 reps · 706-372-4218 · echelonscapital.com
50
BACKBONE PLANNING PARTNERS LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$91.5M RAUM · 2 reps · 702569716 · backboneplanning.com
50
NECTARINE — added office(s): 23 -> 24 additional locations. IAPD ↗
$0 RAUM · 23 reps · (858) 779-0115 · hellonectarine.com
50
ALTITUDE CAPITAL MANAGEMENT LLC — added office(s): 15 -> 16 additional locations. IAPD ↗
$49.4M RAUM · 16 reps · 515-207-3310 · altitudecm.com
50
EXPRESSIVE WEALTH LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$131.1M RAUM · 7 reps · 847-595-8812 · expressivewealth.com
50
KILTER GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
$202.1M RAUM · 4 reps · 646-438-6557 · kiltergroup.com
50
HOLISTIC FINANCE LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$0 RAUM · 2 reps · 808-746-7774 · holisticfinance.com
50
PIVOT CAPITAL PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$0 RAUM · 2 reps · 888-585-9981 · pivotcapitalllc.com
50
SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$0 RAUM · 2 reps · 775-800-1801 · sanchezgaunt.com
50
MILESTONE FINANCIAL ASSOCIATES, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$0 RAUM · 1 reps · 6104218777
50
GAMCO ASSET MANAGEMENT INC. — moved its main office from RYE, NY to GREENWICH, CT. IAPD ↗
$11.47B RAUM · 46 reps · 914-921-5000
50
POTOMAC — moved its main office from MIAMI, FL to BETHESDA, MD. IAPD ↗
$2.41B RAUM · 25 reps · (301) 901-3466 · potomac.com
50
MAS ADVISORS LLC — moved its main office from MIAMI, FL to CORAL GABLES, FL. IAPD ↗
$1.50B RAUM · 6 reps · 786-364-3101 · masadvisorsllc.com
50
TOWNSQUARE CAPITAL, LLC — moved its main office from PROVO, UT to LEHI, UT. IAPD ↗
$14.99B RAUM · 8 reps · 385-375-8650 · orion.com
50
ARIS INVESTING — moved its main office from DEERFIELD, IL to GLENVIEW, IL. IAPD ↗
$1.12B RAUM · 3 reps · 3129102502 · arisinvesting.com
48
ALTRIUS CAPITAL MANAGEMENT, INC. — moved its main office from GRAND RAPIDS, MI to NOVI, MI. IAPD ↗
$626.8M RAUM · 7 reps · 252-638-7598 · altrius-capital.com
48
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC — moved its main office from BLOOMINGTON, MN to PHOENIX, AZ. IAPD ↗
$402.8M RAUM · 7 reps · 952-831-8243 · brettmachtig.com
48
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. — moved its main office from MIAMI, FL to CORAL GABLES, FL. IAPD ↗
$670.4M RAUM · 5 reps · 305.373.8033 · alti-global.com
48
INSIGHT CAPITAL MANAGEMENT — moved its main office from SAN RAMON, CA to CONCORD, CA. IAPD ↗
$325.4M RAUM · 3 reps · 925-362-9571
48
CAPITAL A WEALTH MANAGEMENT — moved its main office from NEW CASTLE, PA to CRANBERRY TWP., PA. IAPD ↗
$412.3M RAUM · 9 reps · 724-658-4211
48
BALANCE WEALTH — moved its main office from COLUMBUS, OH to WORTHINGTON, OH. IAPD ↗
$348.4M RAUM · 8 reps · (800) 551-7787 · balancewealth.com
48
HS WEALTH PARTNERS — moved its main office from ALBUQUERQUE, NM to NASHVILLE, TN. IAPD ↗
$397.6M RAUM · 3 reps · (505) 361-2223 · hswealthpartners.com
45
FARROW FINANCIAL INC — moved its main office from RANDOLPH, VT to SOUTH BURLINGTON, VT. IAPD ↗
$242.1M RAUM · 1 reps · 802-728-4287 · farrowfinancial.com
45
RELEVE FINANCIAL GROUP — moved its main office from WOODBURY, MN to SCOTTSDALE, AZ. IAPD ↗
$222.8M RAUM · 5 reps · 612-801-5440
45
BENCHMARK FINANCIAL, LLC — moved its main office from GREENVILLE, DE to WILMINGTON, DE. IAPD ↗
$100.3M RAUM · 3 reps · 302-635-9760
45
EMCEE INVEST — moved its main office from NEW YORK, NY to MIAMI, FL. IAPD ↗
$0 RAUM · 2 reps · (201) 366-2224
45
MAGNIFINA, LLC — moved its main office from NEW YORK, NY to BEDFORD HILLS, NY. IAPD ↗
$53.9M RAUM · 1 reps · 800-732-0818
45
TSG ALPHA PARTNERS, LLC — moved its main office from RONKONKOMA, NY to JERSEY CITY, NJ. IAPD ↗
$75.4M RAUM · 6 reps · 631-403-5364 · tsginvest.com
45
SOCIALTRADER — moved its main office from LEWES, DE to SAN DIEGO, CA. IAPD ↗
$400 RAUM · 1 reps · 5105793526 · socialtrader.ai
45
HARRISON STREET PRIVATE WEALTH LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$4.59B RAUM · 8 reps · 877-200-1878 · harrisonstpw.com
45
HPS ADVISORS, LLC — added office(s): 19 -> 20 additional locations. IAPD ↗institutional
$17.64B RAUM · 346 reps · 212-287-6767
43
SMA CAPITAL LLC — added office(s): 1 -> 3 additional locations. IAPD ↗institutional
$314.4M RAUM · 7 reps · (860) 839-0074 · smacap.com
40
BRIDGEWATER ASSOCIATES, LP — added office(s): 1 -> 4 additional locations. IAPD ↗fund
$136.49B RAUM · 254 reps · 203-226-3030
40
CF PRIVATE EQUITY, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$15.25B RAUM · 42 reps · 203-563-5000 · commonfund.org
40
LIGHTHOUSE INVESTMENT PARTNERS, LLC — added office(s): 19 -> 21 additional locations. IAPD ↗fund
$74.15B RAUM · 171 reps · 561-741-0820
40
HPS INVESTMENT PARTNERS, LLC — added office(s): 19 -> 20 additional locations. IAPD ↗fund
$155.79B RAUM · 346 reps · 212-287-6767
40
QUINBROOK INFRASTRUCTURE PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$6.87B RAUM · 10 reps · 646 574 8303 · quinbrook.com
40
CINCTIVE CAPITAL MANAGEMENT LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$3.10B RAUM · 43 reps · 332.208.6800 · cinctive.com
40
CALPA ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 1 reps · 310-418-1683
40
HKW MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 5 reps · 317-590-7401
40
EHLERS — moved its main office from ROSEVILLE, MN to MINNEAPOLIS, MN. IAPD ↗institutional
$2.74B RAUM · 5 reps · 800-552-1171
40
PACIFIC OAK CAPITAL ADVISORS, LLC — moved its main office from LOS ANGELES, CA to COSTA MESA, CA. IAPD ↗institutional
$3.20B RAUM · 9 reps · 866-722-6257
38
ALTERNA CAPITAL PARTNERS LLC — added office(s): 0 -> 3 additional locations. IAPD ↗fund
$363.3M RAUM · 3 reps · 203-210-7333 · alternacapital.com
38
HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$660.6M RAUM · 7 reps · 317-590-7401
38
GREY ROCK ENERGY MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$363.0M RAUM · 10 reps · 214-396-2850 · grey-rock.com
38
AGIS MANAGEMENT LLC — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$588.1M RAUM · 16 reps · 617-350-9894 · agiscapital.com
38
MANNA TREE PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$736.6M RAUM · 8 reps · 970-837-3027
38
GREY ROCK MANAGEMENT PARTNERS IV, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$703.4M RAUM · 10 reps · 214-396-2850 · grey-rock.com
38
AIP CAPITAL ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$360.0M RAUM · 12 reps · 203-487-8200 · aipcapital.com
35
SBAUER FUNDS, LLC — moved its main office from INDIANAPOLIS, IN to CARMEL, IN. IAPD ↗institutional
$59.8M RAUM · 3 reps · 317-814-5000 · sbauerfunds.com
35
QUINBROOK INFRASTRUCTURE PARTNERS LLC — moved its main office from HOUSTON, TX to NEW YORK, NY. IAPD ↗fund
$6.87B RAUM · 10 reps · 646 574 8303 · quinbrook.com
35
GOLDFINCH PARTNERS — moved its main office from SEATTLE, WA to BELLEVUE, WA. IAPD ↗fund
$2.05B RAUM · 7 reps · 206-360-4002
35
CLOUD CAPITAL ADVISORS LLC — moved its main office from TAMPA, FL to WASHINGTON, DC. IAPD ↗fund
$1.97B RAUM · 10 reps · (202) 607 2300 · cldcap.com
33
AMERRA CAPITAL MANAGEMENT, LLC — moved its main office from NEW YORK, NY to ENGLEWOOD, NJ. IAPD ↗fund
$664.5M RAUM · 7 reps · 212-710-8033, 212-843-8927
33
TSP ADVISORS, LLC — moved its main office from BELLEVUE, WA to MERCER ISLAND, WA. IAPD ↗fund
$289.3M RAUM · 3 reps · 425-248-0591
33
MANNA TREE PARTNERS, LLC — moved its main office from VAIL, CO to DENVER, CO. IAPD ↗fund
$736.6M RAUM · 8 reps · 970-837-3027
33
CANNAE PORTFOLIO ADVISORS, LLC — moved its main office from GREENWICH, CT to STAMFORD, CT. IAPD ↗fund
$964.1M RAUM · 8 reps · 203-496-5224 · cannaellc.com
30
DRYDEN CAPITAL, LLC — moved its main office from MIAMI, FL to NEW YORK, NY. IAPD ↗fund
$76.2M RAUM · 2 reps · (646) 596-9781
25
PRIME QUADRANT — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$1.05B RAUM · 4 reps · 212-365-7400
20
IFPS — added office(s): 0 -> 2 additional locations. IAPD ↗foreign
$0 RAUM · 3 reps · 443-450-4543 · ifpsonline.com
20
ROSEN GROUP PRIVATE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$0 RAUM · 1 reps · 514-782-5966

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.