← Tributary

Office IT & facilities — December 2025

Managed IT, telecom, and facilities for new offices.

488 firms opened this window in the December 2025 SEC roster: 380 new office, 108 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
MOORS & CABOT, INC — added office(s): 13 -> 30 additional locations. IAPD ↗
$3.44B RAUM · 85 reps · 800-426-0501
55
ROTHSCHILD INVESTMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
$2.31B RAUM · 18 reps · 312-983-8900 · rothschildwealth.com
55
PROSPERA FINANCIAL SERVICES, INC. — added office(s): 123 -> 139 additional locations. IAPD ↗
$12.44B RAUM · 207 reps · 972-581-3000
55
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC — added office(s): 37 -> 40 additional locations. IAPD ↗
$13.32B RAUM · 97 reps · 612-376-4777 · claconnect.com
55
MONETA GROUP INVESTMENT ADVISORS, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$42.80B RAUM · 220 reps · 314-726-2300
55
NOTTINGHAM ADVISORS INC. — added office(s): 1 -> 4 additional locations. IAPD ↗
$1.65B RAUM · 6 reps · 716-633-3800
55
PLANCORP, LLC — added office(s): 4 -> 7 additional locations. IAPD ↗
$7.29B RAUM · 39 reps · (636) 532-7824
55
SAVANT WEALTH MANAGEMENT — added office(s): 43 -> 45 additional locations. IAPD ↗
$37.13B RAUM · 178 reps · 815-227-0300
55
INTELLICENTS INVESTMENT SOLUTIONS INC — added office(s): 10 -> 11 additional locations. IAPD ↗
$7.36B RAUM · 46 reps · 507-377-2919
55
SFMG WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.52B RAUM · 16 reps · 972-960-6460 · sfmg.com
55
EARNED WEALTH ADVISORS, LLC — added office(s): 9 -> 15 additional locations. IAPD ↗
$1.92B RAUM · 20 reps · 925.939.2500
55
SEIZERT CAPITAL PARTNERS — added office(s): 0 -> 2 additional locations. IAPD ↗
$2.32B RAUM · 6 reps · 248-593-1500
55
GRIMES & COMPANY — added office(s): 25 -> 26 additional locations. IAPD ↗
$5.59B RAUM · 29 reps · 508-366-3883
55
WASHINGTON TRUST ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.00B RAUM · 9 reps · 781-235-7055
55
DAVIDSON INVESTMENT ADVISORS, INC. — added office(s): 4 -> 6 additional locations. IAPD ↗
$5.03B RAUM · 13 reps · 406-727-6111 · caprinbonds.com
55
BARON CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$5.76B RAUM · 44 reps · 212-583-2000
55
FORVIS MAZARS WEALTH ADVISORS, LLC — added office(s): 52 -> 62 additional locations. IAPD ↗
$9.75B RAUM · 78 reps · 417.831.7283 · forvismazars.us
55
ORLEANS CAPITAL MANAGEMENT CORP — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.58B RAUM · 7 reps · 504-592-4680 · orleanscapital.com
55
ADVISORS CAPITAL MANAGEMENT, LLC — added office(s): 19 -> 21 additional locations. IAPD ↗
$9.47B RAUM · 41 reps · 201-447-3400 · bridgeviewwealth.com
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WAVERLY ADVISORS, LLC — added office(s): 38 -> 42 additional locations. IAPD ↗
$28.26B RAUM · 190 reps · 205-871-3334
55
TRUE NORTH ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$4.48B RAUM · 28 reps · 214-360-7300
55
SEQUOIA FINANCIAL GROUP, L.L.C. — added office(s): 29 -> 36 additional locations. IAPD ↗
$23.03B RAUM · 168 reps · 330-375-9480
55
HOWARD CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
$6.87B RAUM · 15 reps · 770-642-4902 · howardcmetfs.com
55
PAUL WINKLER, INC. — added office(s): 10 -> 12 additional locations. IAPD ↗
$1.17B RAUM · 14 reps · 615-851-1950
55
VERITY INVESTMENT PARTNERS — added office(s): 3 -> 5 additional locations. IAPD ↗
$1.21B RAUM · 12 reps · 843-379-6661 · verityvip.com
55
PRIVATE CLIENT SERVICES, LLC — added office(s): 22 -> 23 additional locations. IAPD ↗
$1.05B RAUM · 50 reps · 502-451-0600
55
BEACON CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$4.67B RAUM · 5 reps · 937-439-9093 · beaconinvesting.com
55
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
$2.25B RAUM · 6 reps · 248-358-3220
55
FRAGASSO FINANCIAL ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$2.42B RAUM · 25 reps · 412-227-3200
55
SAGEVIEW ADVISORY GROUP, LLC — added office(s): 36 -> 37 additional locations. IAPD ↗
$238.55B RAUM · 133 reps · 800-814-8742
55
APRIO WEALTH MANAGEMENT, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
$2.64B RAUM · 24 reps · 404-892-9651 · wealth.aprio.com
55
ANNEX WEALTH MANAGEMENT, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$7.95B RAUM · 66 reps · 262-786-6363 · annexwealth.wistia.com
55
SMITH SALLEY WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$2.34B RAUM · 17 reps · 336-379-7556 · smith-salley.com
55
THE RETIREMENT PLANNING GROUP, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗
$4.01B RAUM · 28 reps · 913-498-8898
55
EXENCIAL WEALTH ADVISORS — added office(s): 12 -> 14 additional locations. IAPD ↗
$5.30B RAUM · 50 reps · 405-478-1971
55
GREENSPRING ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$3.78B RAUM · 42 reps · 443-564-4600 · greenspringadvice.com
55
ARAX ADVISORY PARTNERS — added office(s): 15 -> 20 additional locations. IAPD ↗
$8.96B RAUM · 61 reps · 303-633-5900 · swsllc.com
55
WATERLOO CAPITAL — added office(s): 7 -> 9 additional locations. IAPD ↗
$1.69B RAUM · 37 reps · 512-777-5900
55
PROSPERITY - AN EISNERAMPER COMPANY — added office(s): 9 -> 12 additional locations. IAPD ↗
$3.20B RAUM · 56 reps · 410-363-7211 · prosperityconsult.com
55
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$3.00B RAUM · 10 reps · 781-416-1700 · nepwealth.com
55
DAYBRIGHT ADVISORY SERVICES, INC. — added office(s): 2 -> 11 additional locations. IAPD ↗
$4.21B RAUM · 21 reps · 305-671-2200 · ingham.com
55
ELEVATION POINT WEALTH PARTNERS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$2.43B RAUM · 20 reps · 303-382-2880 · superiorwealth.net
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LARSON FINANCIAL GROUP, LLC — added office(s): 18 -> 20 additional locations. IAPD ↗
$4.03B RAUM · 57 reps · 866.569.2450
55
PARALLEL ADVISORS, LLC — added office(s): 19 -> 20 additional locations. IAPD ↗
$8.74B RAUM · 64 reps · 866-627-6984
55
BULLTICK WEALTH MANAGEMENT, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$1.68B RAUM · 20 reps · 305-533-1541 · bulltick.com
55
CANNELL & SPEARS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$6.32B RAUM · 17 reps · 212-752-5255
55
BIP WEALTH, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$4.46B RAUM · 36 reps · 404-495-5230
55
JASPER RIDGE PARTNERS, L.P. — added office(s): 2 -> 3 additional locations. IAPD ↗
$40.12B RAUM · 35 reps · 817-333-0027 · jasperridge.com
55
FORUM FINANCIAL MANAGEMENT, LP — added office(s): 50 -> 53 additional locations. IAPD ↗
$9.03B RAUM · 87 reps · (630) 873-8520
55
GATEWAY INVESTMENT ADVISERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$10.91B RAUM · 9 reps · 513-719-1100 · gia.com
55
LEAFHOUSE FINANCIAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$20.72B RAUM · 7 reps · (512) 879-1505 · leafhousefinancial.com
55
CS PLANNING CORP — added office(s): 31 -> 33 additional locations. IAPD ↗
$1.27B RAUM · 49 reps · 503-292-5853 · cultivant.com
55
GLASSMAN WEALTH SERVICES, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
$2.19B RAUM · 13 reps · 703-534-4444
55
ANDINA FAMILY OFFICES — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.02B RAUM · 12 reps · 801-653-0564 · andinaadvisors.com
55
MSH CAPITAL ADVISORS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.09B RAUM · 11 reps · 480-563-2021 · buchanancapitalinc.com
55
REBALANCE LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$1.56B RAUM · 6 reps · 650-396-3900
55
PHAROS CAPITAL GROUP, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$1.07B RAUM · 11 reps · 615-234-5522
55
STEELPEAK WEALTH, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$3.44B RAUM · 29 reps · (818) 835-8720 · steelpeak.com
55
MUTUAL ADVISORS, LLC — added office(s): 74 -> 75 additional locations. IAPD ↗
$6.75B RAUM · 123 reps · 307-439-6357 · purplecloverwm.com
55
WEALTHSHIELD PARTNERS, LLC — added office(s): 5 -> 11 additional locations. IAPD ↗
$1.08B RAUM · 13 reps · 919-948-4453
55
MCADAM LLC — added office(s): 71 -> 77 additional locations. IAPD ↗
$2.29B RAUM · 138 reps · (888) 614-5323 · cmwealth.com
55
APELLA WEALTH — added office(s): 23 -> 29 additional locations. IAPD ↗
$7.95B RAUM · 68 reps · 860.785.2260
55
B.O.S.S. RETIREMENT ADVISORS, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$1.06B RAUM · 41 reps · 801-990-5055
55
DESTINY WEALTH PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.13B RAUM · 11 reps · 352.343.2700
55
ONE WEALTH MAP, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$1.10B RAUM · 5 reps · 702-470-2660 · hhtba.net
55
FIDUCIARY FINANCIAL ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.17B RAUM · 38 reps · 616-622-3062
55
RIVER WEALTH ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.26B RAUM · 7 reps · 717-888-9830 · riverwealthadvisors.com
55
FALCON WEALTH PLANNING, INC. — added office(s): 41 -> 43 additional locations. IAPD ↗
$1.16B RAUM · 25 reps · 855-963-2526
55
ALPHACORE CAPITAL LLC — added office(s): 12 -> 17 additional locations. IAPD ↗
$6.06B RAUM · 42 reps · 858-875-4100 · alphacore.com
55
ELLEVEST — added office(s): 0 -> 12 additional locations. IAPD ↗
$1.01B RAUM · 13 reps · 844-355-7100
55
INTRUA FINANCIAL — added office(s): 7 -> 8 additional locations. IAPD ↗
$1.21B RAUM · 41 reps · 713-355-9910
55
COURIER CAPITAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$3.09B RAUM · 11 reps · 716-883-9595 · couriercapital.com
55
INSIGNEO ADVISORY SERVICES, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
$3.61B RAUM · 188 reps · 305.373.9000 · insigneo.com
55
LEXAURUM ADVISORS — added office(s): 20 -> 23 additional locations. IAPD ↗
$1.01B RAUM · 30 reps · 913-261-9316 · crg1.com
55
BOGART WEALTH, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$2.68B RAUM · 23 reps · (703) 570-8651 · bogartwealth.com
55
ONEASCENT FINANCIAL SERVICES LLC — added office(s): 34 -> 35 additional locations. IAPD ↗
$2.61B RAUM · 57 reps · 205-313-9142
55
THE FIDUCIARY ALLIANCE — added office(s): 21 -> 22 additional locations. IAPD ↗
$1.92B RAUM · 38 reps · 864-385-7999
55
ALERA INVESTMENT ADVISORS, LLC — added office(s): 16 -> 23 additional locations. IAPD ↗
$3.57B RAUM · 53 reps · (847) 457-3000 · aleragroup.com
55
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$4.95B RAUM · 26 reps · 317-975-5033
55
ROBERTSON STEPHENS — added office(s): 25 -> 27 additional locations. IAPD ↗
$7.14B RAUM · 63 reps · 415-500-6810
55
CX INSTITUTIONAL, LLC — added office(s): 11 -> 14 additional locations. IAPD ↗
$4.12B RAUM · 68 reps · 260-927-1830 · cxwealthdirect.com
55
STOKES FAMILY OFFICE LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$2.48B RAUM · 10 reps · (504) 399-4100 · stokesfamilyoffice.com
55
SIGNAL ADVISORS WEALTH, LLC — added office(s): 16 -> 18 additional locations. IAPD ↗
$1.35B RAUM · 10 reps · 1-866-774-4625
55
AMERICANA PARTNERS, LLC — added office(s): 6 -> 10 additional locations. IAPD ↗
$6.08B RAUM · 26 reps · 713-429-5552 · americanapartners.podbean.com
55
IEQ CAPITAL, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
$35.38B RAUM · 140 reps · 650-581-9807 · ieqcapital.com
55
ABSHER WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.10B RAUM · 7 reps · 919-283-2340 · absherwealth.com
55
WEDMONT PRIVATE CAPITAL — added office(s): 4 -> 5 additional locations. IAPD ↗
$2.37B RAUM · 9 reps · 6108858200
55
MAIN STREET FINANCIAL SOLUTIONS, LLC — added office(s): 24 -> 25 additional locations. IAPD ↗
$2.49B RAUM · 35 reps · 215-259-5021
55
ONYX BRIDGE WEALTH GROUP LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$1.00B RAUM · 17 reps · (914) 909-6699 · onyxbridge.com
55
HAYS FINANCIAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$6.09B RAUM · 4 reps · (612) 373-9863
55
UX WEALTH PARTNERS LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$2.06B RAUM · 4 reps · 720-797-8357
55
GAMMA INVESTING LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.42B RAUM · 6 reps · 888-585-1755 · gammainvesting.com
55
FIFTH THIRD WEALTH ADVISORS LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$6.08B RAUM · 52 reps · (513) 534-7452
55
HB WEALTH — added office(s): 10 -> 11 additional locations. IAPD ↗
$25.88B RAUM · 95 reps · 404-264-1400
55
VALENCE8 — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.40B RAUM · 5 reps · 508-281-9208
55
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$1.63B RAUM · 8 reps · 212-697-1000
55
ONEPOINT BFG WEALTH PARTNERS — added office(s): 19 -> 20 additional locations. IAPD ↗
$12.13B RAUM · 96 reps · (973) 575-4180 · bleakley.com
55
CONCENTRIC — added office(s): 1 -> 2 additional locations. IAPD ↗
$7.67B RAUM · 9 reps · 888-265-2257 · concentricinnovation.com
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 29 -> 42 additional locations. IAPD ↗
$9.90B RAUM · 163 reps · 813-709-8800 · tailormade-wealth.com
55
TITLEIST ASSET MANAGEMENT, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
$2.43B RAUM · 32 reps · 210-826-2424 · paragonpwg.com
55
UNITED ADVISOR GROUP — added office(s): 24 -> 29 additional locations. IAPD ↗
$1.09B RAUM · 43 reps · 888-242-4912 · wealthsyncpartners.com
55
SPIREPOINT PRIVATE CLIENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.12B RAUM · 6 reps · 772-316-1271 · spirepointpc.com
55
STONEBRIDGE FINANCIAL GROUP, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$1.83B RAUM · 20 reps · 717-736-7007
55
SOVRAN ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.31B RAUM · 53 reps · 619-281-9890
55
DIVERSIFIED, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
$2.08B RAUM · 28 reps · 302-765-3500
55
BERMAN MCALEER — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.60B RAUM · 14 reps · 410-560-9960
55
PCM ENCORE, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
$1.24B RAUM · 6 reps · 425-214-1755
55
HORAN WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.45B RAUM · 22 reps · 513-745-0707 · horanwealth.com
53
HAMEL ASSOCIATES,INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$514.6M RAUM · 5 reps · 973-665-1400 · hamelassociatesinc.com
53
NORTHSTAR ASSET MANAGEMENT INC — added office(s): 3 -> 5 additional locations. IAPD ↗
$727.3M RAUM · 14 reps · 617-522-2635 · northstarasset.com
53
AVISO WEALTH MANAGEMENT — added office(s): 6 -> 7 additional locations. IAPD ↗
$494.9M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
53
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$956.1M RAUM · 14 reps · 719-478-7036
53
LOWERY THOMAS, LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
$341.1M RAUM · 4 reps · 831-230-6380 · lowerythomas.com
53
KEATING INVESTMENT COUNSELORS INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$343.5M RAUM · 3 reps · 561-278-7862 · keatinginvestment.com
53
LEVEL FINANCIAL ADVISORS, INC. — added office(s): 1 -> 4 additional locations. IAPD ↗
$684.2M RAUM · 9 reps · 716-634-6113
53
TILSON FINANCIAL GROUP INC — added office(s): 2 -> 3 additional locations. IAPD ↗
$640.2M RAUM · 7 reps · 908-561-6203 · login.bdreporting.com
53
DESTINY CAPITAL CORPORATION — added office(s): 1 -> 4 additional locations. IAPD ↗
$333.3M RAUM · 8 reps · (720) 715-7570
53
CHICAGO WEALTH MANAGEMENT, INC. — added office(s): 0 -> 4 additional locations. IAPD ↗
$307.4M RAUM · 4 reps · 312-376-8350
53
QUANTUM FINANCIAL ADVISORS INC — added office(s): 5 -> 6 additional locations. IAPD ↗
$507.1M RAUM · 7 reps · 301-296-6203 · instragram.com
53
DEW WEALTH MANAGEMENT — added office(s): 11 -> 13 additional locations. IAPD ↗
$361.9M RAUM · 20 reps · 480-614-9119
53
SLAYTON LEWIS INC — added office(s): 1 -> 2 additional locations. IAPD ↗
$307.7M RAUM · 3 reps · 801-521-2191 · slaytonlewis.com
53
PEREGRINE ASSET ADVISERS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$575.6M RAUM · 6 reps · 503-459-4651 · peregrineaa.com
53
TRANSITION FINANCIAL ADVISORS GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$261.5M RAUM · 3 reps · (480) 722-9414 · transitionfinancial.ca
53
LAUREL WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$972.7M RAUM · 7 reps · 704-927-4379
53
FINANCIAL MANAGEMENT STRATEGIES, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$619.5M RAUM · 23 reps · 216-642-1099 · fmstrategies.biz
53
GIBRALTAR CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 4 additional locations. IAPD ↗
$840.6M RAUM · 12 reps · (918) 492-4209 · gibraltar-capital.com
53
SAXONY CAPITAL MANAGEMENT, LLC — added office(s): 18 -> 20 additional locations. IAPD ↗
$297.9M RAUM · 0 reps · 314-963-9336
53
PURKISS CAPITAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$633.0M RAUM · 3 reps · (203) 431-5862 · pcapadvisors.com
53
PKS ADVISORY SERVICES, LLC — added office(s): 25 -> 26 additional locations. IAPD ↗
$905.4M RAUM · 37 reps · (518) 426-5791 · woehlerfinancialgroup.com
53
RB CAPITAL MANAGEMENT, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$817.2M RAUM · 12 reps · (775) 993-2900
53
RICHARD YOUNG ASSOCIATES, LTD. — added office(s): 0 -> 1 additional locations. IAPD ↗
$972.4M RAUM · 8 reps · 706-739-0725 · vimeo.com
53
CFCI — added office(s): 1 -> 2 additional locations. IAPD ↗
$515.1M RAUM · 18 reps · 812-334-3190 · cfci.us
53
COLTON GROOME FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$444.0M RAUM · 12 reps · 828-252-1816 · coltongroome.com
53
RICHARDSON CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$526.5M RAUM · 7 reps · 262-255-4100 · richardson-financial.com
53
MADISON ADVISORY SERVICES, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$428.9M RAUM · 15 reps · 914-328-8558 · madisonplanning.net
53
PIONEER WEALTH MANAGEMENT GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗
$273.7M RAUM · 9 reps · 512-334-6800
53
TORREY GROWTH & INCOME ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$322.2M RAUM · 3 reps · 760-274-2744 · torreygrowth.com
53
MASON & ASSOCIATES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$631.3M RAUM · 7 reps · 323-254-3072 · masonlifeplanning.com
53
KEATING FINANCIAL ADVISORY SERVICES — added office(s): 4 -> 5 additional locations. IAPD ↗
$330.0M RAUM · 30 reps · 785-537-0366 · theweddleteam.com
53
COMMERCE STREET INVESTMENT MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$876.5M RAUM · 12 reps · 214-545-6800
53
WALSH & ASSOCIATES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$660.2M RAUM · 8 reps · 941-952-1188 · walshandassociates.com
53
INSIGHT STRATEGIC WEALTH LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$256.9M RAUM · 2 reps · 866-467-9756 · insightstrategicwealth.com
53
MERITAS WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$533.8M RAUM · 5 reps · 415-300-4560
53
OLD NORTH STATE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$384.5M RAUM · 6 reps · 910-509-3800 · thefamilycfo.com
53
ALPHA OMEGA WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$905.8M RAUM · 9 reps · 804-955-1600
53
MINICHMACGREGOR WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$630.0M RAUM · 7 reps · (518) 499-4565 · minichmacgregor.com
53
ALLSQUARE WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$284.8M RAUM · 4 reps · (518) 456-8900 · allsquarewealth.com
53
FUSION CAPITAL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$405.4M RAUM · 4 reps · 843-972-0065
53
MARKET STREET WEALTH MANAGEMENT — added office(s): 3 -> 5 additional locations. IAPD ↗
$714.9M RAUM · 10 reps · (610) 692-3200 · marketstreetwealth.net
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
LIFESTYLE ASSET MANAGEMENT, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$399.2M RAUM · 14 reps · 281-612-2035 · lsaminc.com
53
PARADIEM, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$466.2M RAUM · 8 reps · 985-727-0770
53
TLWM FINANCIAL — added office(s): 3 -> 4 additional locations. IAPD ↗
$577.3M RAUM · 10 reps · 1-877-348-8822 · tlwmadvisor.com
53
HARVEST INVESTMENT SERVICES, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$534.2M RAUM · 23 reps · (630) 613-9230
53
BENCHMARK INVESTMENT ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$305.3M RAUM · 4 reps · 312-552-9595 · trustbenchmark.com
53
MONUMENT WEALTH MANAGEMENT — added office(s): 5 -> 8 additional locations. IAPD ↗
$465.1M RAUM · 8 reps · 703-504-9600
53
OAKWELL PRIVATE WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$461.9M RAUM · 9 reps · 1-800-55OAKWELL · oakwellpwm.com
53
ROTHSCHILD WEALTH LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$751.1M RAUM · 14 reps · 630-448-5711
53
BRIGHT ROAD WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$349.5M RAUM · 10 reps · (907) 339-1555
53
ARGENT RETIREMENT PLAN ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$651.9M RAUM · 3 reps · 381-251-5800 · argentfinancial.com
53
CHEVIOT VALUE MANAGEMENT, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$963.3M RAUM · 4 reps · 310-451-8600
53
DARWIN WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$617.3M RAUM · 6 reps · 813-579-4074
53
VICTRIX INVESTMENT ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$312.3M RAUM · 7 reps · 772-320-9658
53
TRU INDEPENDENCE ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$575.3M RAUM · 11 reps · (971) 371-3444 · waparkadvisors.com
53
MBI LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
$300.7M RAUM · 9 reps · (301) 986-0600 · cbmcpa.com
53
GEOMETRIC WEALTH ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$971.6M RAUM · 9 reps · (973) 525-4901
53
FORTIS CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$775.9M RAUM · 17 reps · 425-453-5010
53
ATON FINANCIAL LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$469.1M RAUM · 7 reps · 787-725-6070 · atonfinancial.com
53
BROWN EDWARDS WEALTH STRATEGIES — added office(s): 12 -> 13 additional locations. IAPD ↗
$330.7M RAUM · 7 reps · 434 948-9000 · brownedwardswealth.com
53
KEY CAPITAL MANAGEMENT, INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
$293.0M RAUM · 7 reps · 615-826-5749
53
TREVIAN WEALTH MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$549.9M RAUM · 2 reps · 847-347-3000 · trevianwealth.com
53
WEST RIDGE ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
$268.1M RAUM · 10 reps · (702) 547-9483 · westridgeadvisors.com
53
SUMMIT WEALTH PARTNERS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$629.7M RAUM · 10 reps · 407-656-2252 · mysummitwealth.com
53
ATLAS PRIVATE WEALTH ADVISORS — added office(s): 7 -> 8 additional locations. IAPD ↗
$688.1M RAUM · 13 reps · (888) 996-2666
53
PAX FINANCIAL GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗
$728.5M RAUM · 12 reps · 210-881-5700 · listennotes.com
53
XYPN INVEST — added office(s): 26 -> 27 additional locations. IAPD ↗
$321.0M RAUM · 31 reps · (360) 301-7579
53
BRICKLEY WEALTH MANAGEMENT — added office(s): 0 -> 5 additional locations. IAPD ↗
$824.3M RAUM · 4 reps · (650) 638-0111
53
SILVER GROVE ADVISORY SERVICES — added office(s): 9 -> 10 additional locations. IAPD ↗
$326.6M RAUM · 16 reps · (716) 800-4291 · silvergrovegroup.com
53
MAIA WEALTH — added office(s): 7 -> 8 additional locations. IAPD ↗
$704.3M RAUM · 35 reps · (720) 644-8803 · ifatoday.com
53
SOVEREIGN FINANCIAL GROUP, INC. — added office(s): 21 -> 22 additional locations. IAPD ↗
$882.7M RAUM · 17 reps · (888) 765-8180 · stonearchwealth.com
53
CANTON HATHAWAY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$672.7M RAUM · 5 reps · 401-433-7800 · cantonhathaway.com
53
FIRETHORN WEALTH PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$543.6M RAUM · 5 reps · 706.426.4243
53
CASTLE COAST WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$412.3M RAUM · 4 reps · (858) 546-1247 · castlecoastwealthllc.com
53
HILTON HEAD CAPITAL PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$253.8M RAUM · 5 reps · 843-790-7573
53
GREAT DIAMOND PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$613.4M RAUM · 5 reps · 207-274-2500
53
GLOBAL ASSETS ADVISORY, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
$338.1M RAUM · 21 reps · 407-254-1500 · iaac.com
53
RANCH CAPITAL ADVISORS INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$338.2M RAUM · 6 reps · (941) 462-2666 · ranchcap.com
53
CARTER FINANCIAL GROUP, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$325.1M RAUM · 5 reps · 847-713-2700
53
CONVERGENCE FINANCIAL — added office(s): 11 -> 12 additional locations. IAPD ↗
$703.4M RAUM · 13 reps · (573) 818-2264
53
INVESTMENT RESEARCH PARTNERS — added office(s): 3 -> 6 additional locations. IAPD ↗
$359.6M RAUM · 4 reps · 814-966-7206
53
BUTTONWOOD WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
$306.9M RAUM · 5 reps · 540-662-5233
53
TSG ADVICE PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$762.2M RAUM · 12 reps · (614) 697-2750
53
ENVOY ADVISORY INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$533.9M RAUM · 12 reps · 888-879-1376
53
CREEKMUR ASSET MANAGEMENT, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$561.8M RAUM · 15 reps · 309-925-2043
53
CORNERSTONE PLANNING GROUP — added office(s): 6 -> 7 additional locations. IAPD ↗
$650.0M RAUM · 15 reps · 973-487-3220 · cspgllc.com
53
STRAIT & SOUND — added office(s): 6 -> 7 additional locations. IAPD ↗
$303.9M RAUM · 7 reps · (425) 577-7710
53
SNOWWATER INVESTMENT PARTNERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$795.0M RAUM · 2 reps · (203) 997-6670 · snowwaterinvestments.com
53
ORG PARTNERS — added office(s): 12 -> 13 additional locations. IAPD ↗
$772.6M RAUM · 15 reps · 260-469-9173 · tinkercapital.com
53
ENDEAVOR PRIVATE WEALTH, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
$352.8M RAUM · 4 reps · 785-329-2510
53
ROOTED WEALTH ADVISORS — added office(s): 6 -> 7 additional locations. IAPD ↗
$318.3M RAUM · 7 reps · 866.766.8332
53
THEPARTNERS WEALTH MANAGEMENT — added office(s): 20 -> 22 additional locations. IAPD ↗
$454.5M RAUM · 32 reps · 800-324-3010 · coactivewealthstrategists.com
53
KINEO CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$258.0M RAUM · 3 reps · 212-457-1268 · kineocapital.com
53
FORTRESS FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$303.7M RAUM · 7 reps · (507) 529-1400
53
DISCIPLINE WEALTH SOLUTIONS, INC. — added office(s): 11 -> 12 additional locations. IAPD ↗
$316.3M RAUM · 15 reps · 864-322-6046 · lindedin.com
53
ALLIANCE PRIVATE WEALTH, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$449.6M RAUM · 3 reps · 978-276-1300
53
ALDEN INVESTMENT GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$319.2M RAUM · 40 reps · 215-572-8700
53
GADDIS PREMIER WEALTH ADVISORS LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$314.0M RAUM · 7 reps · 580-745-8133
53
HILLCREST FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$470.8M RAUM · 4 reps · (805) 373-8686
53
CENTURION WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$741.2M RAUM · 8 reps · 571-765-1890 · centurionwealth.com
53
CORA CAPITAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$587.5M RAUM · 7 reps · 856-513-8600
53
HIBERNIA WEALTH PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$346.6M RAUM · 6 reps · 225-778-7972
53
WEALTH SCIENCE ADVISORS LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$512.5M RAUM · 7 reps · 678-480-2681 · wealthscienceadvisors.net
53
BREAKWATER CAPITAL GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
$843.4M RAUM · 3 reps · (551) 342-3733 · breakwatercapitalgroup.com
53
APOLLON FINANCIAL, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$890.4M RAUM · 13 reps · 843-579-0018 · apollonfinancial.com
53
RITTER DANIHER FINANCIAL ADVISORY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$605.9M RAUM · 10 reps · 513-233-0715 · ritterdaniher.com
53
ONEASCENT FAMILY OFFICES — added office(s): 5 -> 6 additional locations. IAPD ↗
$360.2M RAUM · 6 reps · (205) 313-9142 · sovereignfamilyoffice.co
53
UPTICK PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$688.1M RAUM · 7 reps · (936) 800-0800
53
MARIDEA WEALTH MANAGEMENT — added office(s): 12 -> 13 additional locations. IAPD ↗
$469.2M RAUM · 15 reps · 347-289-5227 · marideawealth.com
53
TRIAD WEALTH PARTNERS, LLC — added office(s): 9 -> 23 additional locations. IAPD ↗
$425.0M RAUM · 13 reps · 785-830-0000 · triadwealthpartners.com
53
LUCAS GROUP FINANCIAL ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$329.0M RAUM · 7 reps · 815-235-9610 · lucasgroupfinancial.com
53
SIGNATURE EQUITY PARTNERS, LLC — added office(s): 8 -> 12 additional locations. IAPD ↗
$330.6M RAUM · 25 reps · 614-846-6000 · mgonzalezwealth.com
53
CURIO WEALTH, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
$384.3M RAUM · 7 reps · 410-449-2599 · curiowealth.com
53
TORREN MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$333.6M RAUM · 3 reps · 619-649-0700 · torren.com
53
BALANCE WEALTH — added office(s): 8 -> 9 additional locations. IAPD ↗
$348.4M RAUM · 9 reps · (800) 551-7787 · balancewealth.com
53
ZEGA INVESTMENTS, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$548.8M RAUM · 10 reps · 800.380.9342 · luckinbillfinancial.com
53
PARKWOODS WEALTH PARTNERS, LLC — added office(s): 7 -> 11 additional locations. IAPD ↗
$408.6M RAUM · 3 reps · (877) 278-2716 · parkwoodswealth.com
53
UNITING WEALTH PARTNERS — added office(s): 5 -> 6 additional locations. IAPD ↗
$544.7M RAUM · 7 reps · 479-364-0686 · unitingwealthpartners.com
53
STONE TEMPLE PARTNERS LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
$619.8M RAUM · 9 reps · (203) 253-1823 · stpartners.co
53
SANTA BARBARA MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$259.2M RAUM · 6 reps · 734-604-9891 · santabarbaramanagement.com
53
WARNER WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
$362.8M RAUM · 5 reps · 203-929-2727 · warnerwealthct.com
53
CEDAR COVE WEALTH PARTNERS — added office(s): 0 -> 3 additional locations. IAPD ↗
$431.7M RAUM · 10 reps · 952-358-3456 · cedarcovewealth.com
53
ASSET ONE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$435.6M RAUM · 7 reps · (425) 504-830 · assetone.com
53
PEARL PLANNING — added office(s): 0 -> 1 additional locations. IAPD ↗
$312.8M RAUM · 3 reps · 734.274.6744 · pearlplan.com
53
NAPIER FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$517.7M RAUM · 8 reps · 781-884-2300 · napierfinancial.com
53
MEADOWBROOK ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
$313.4M RAUM · 3 reps · 973-370-7850
53
DUCERE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$329.8M RAUM · 6 reps · 714-393-0959 · ducerewealth.com
50
HEXIMER INVESTMENT MANAGEMENT INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
$113.9M RAUM · 2 reps · (614) 760-9100
50
FINANCIAL CONSULTANTS GROUP INC — added office(s): 1 -> 2 additional locations. IAPD ↗
$139.9M RAUM · 3 reps · 770-627-2121 · financialconsultantsgroup.net
50
MILLENIA FINANCIAL PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$115.8M RAUM · 1 reps · 908-268-5550
50
PROFOCUS INCORPORATED — added office(s): 1 -> 2 additional locations. IAPD ↗
$151.0M RAUM · 2 reps · 480-598-9960 · profocus.com
50
ELIOT ROSE WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$152.8M RAUM · 2 reps · (401) 588-5102
50
LONGVIEW FINANCIAL ADVISORS, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$195.5M RAUM · 3 reps · 256-534-1196
50
PATRICK MAURO INVESTMENT ADVISOR, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$196.2M RAUM · 2 reps · (630) 789-3374 · mauroinvestor.com
50
PENBROOK MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$169.8M RAUM · 4 reps · 212-792-6952 · penbrookllc.com
50
MCDERMOTT INVESTMENT ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$211.0M RAUM · 10 reps · (610) 882-1460 · mcdermottadvisors.com
50
CANNON BEACH FINANCIAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$175.7M RAUM · 2 reps · 888-839-9399
50
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$164.2M RAUM · 9 reps · 866-785-5350 · retirewithlonestar.com
50
INNOVATIVE ADVISORY GROUP — added office(s): 4 -> 6 additional locations. IAPD ↗
$160.5M RAUM · 9 reps · 781-577-2782
50
TNT ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$145.3M RAUM · 4 reps · 512-255-1600
50
IQVESTMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$10.9M RAUM · 2 reps · 877-486-4702 · iqvestment.io
50
DEL-SETTE CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$145.8M RAUM · 4 reps · 518-793-3851
50
CAPSTONE INVESTMENT GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗
$152.4M RAUM · 6 reps · 360-570-9888 · wisdomanddiscipline.com
50
BLUELINE ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$211.1M RAUM · 3 reps · 603-418-0940 · blueline-advisors.com
50
CHRISTIAN FINANCIAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$187.7M RAUM · 5 reps · 830-609-6986 · christianfinancialadvisors.com
50
LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$144.3M RAUM · 3 reps · 845-708-5306 · lexingtonave.com
50
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — added office(s): 12 -> 13 additional locations. IAPD ↗
$243.2M RAUM · 11 reps · (888) 256-6855
50
RUGGIERO INVESTMENTS — added office(s): 3 -> 4 additional locations. IAPD ↗
$114.0M RAUM · 3 reps · (800) 777-4726
50
HIPPOCRATIC FINANCIAL ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$170.2M RAUM · 3 reps · 866-447-2380 · hippocraticfa.com
50
CAPITAL CITY WEALTH MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$126.0M RAUM · 3 reps · (701) 250-7220
50
STONE STEPS FINANCIAL, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$105.4M RAUM · 3 reps · 760-456-7147
50
WEALTHCOLLAB — added office(s): 0 -> 1 additional locations. IAPD ↗
$229.5M RAUM · 1 reps · 206-456-6171
50
KERR WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$125.6M RAUM · 5 reps · (559) 277-4772 · kerrwealth.com
50
PRECISE INVESTMENT MANAGEMENT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$186.3M RAUM · 4 reps · 702-906-0940
50
NAVIGATION WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$127.7M RAUM · 10 reps · 970-672-1236 · navwm.com
50
Q3 ADVISORS, LLC — added office(s): 12 -> 15 additional locations. IAPD ↗
$0 RAUM · 12 reps · 720-730-9892
50
RETIREWISE TAX AND WEALTH ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$170.1M RAUM · 7 reps · 785-228-1234
50
SOUTH COVE FINANCIAL, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$145.0M RAUM · 3 reps · 206-914-4132 · southcovefinancial.com
50
URBAN WEALTH MANAGEMENT OR UWM — added office(s): 0 -> 1 additional locations. IAPD ↗
$202.1M RAUM · 5 reps · 424-277-2260
50
ALERE PLANNING LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$184.2M RAUM · 2 reps · 410-252-0088 · alereplanning.com
50
LAKE HILLS WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$175.5M RAUM · 3 reps · (512) 580-4740
50
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$215.2M RAUM · 3 reps · (310) 928-8192 · davidsonkahn.com
50
PRISM PLANNING PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$191.4M RAUM · 4 reps · (847) 250-9870
50
SECURE WEALTH, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$113.0M RAUM · 4 reps · 561-340-2667
50
ORBA WEALTH ADVISORS, LLC — added office(s): 15 -> 16 additional locations. IAPD ↗
$136.9M RAUM · 16 reps · (312) 670-6262
50
BABB WEALTH ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$140.9M RAUM · 3 reps · 928-526-2911 · babbgroup.com
50
RE-ENVISION WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗
$117.4M RAUM · 4 reps · 301-233-7903
50
FOUNDRY FINANCIAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$104.7M RAUM · 4 reps · (213) 802-8662
50
SAGE WEALTH PLANNING — added office(s): 1 -> 2 additional locations. IAPD ↗
$113.7M RAUM · 3 reps · (231) 221-2448 · sagewealthplans.com
50
RESOLUTE CAPITAL, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$188.7M RAUM · 10 reps · (864) 800-1831 · retiretrunorth.com
50
SMARTPATH ADVISORS — added office(s): 7 -> 8 additional locations. IAPD ↗
$0 RAUM · 8 reps · (678) 538-9420 · smartpathadvisors.co
50
EMPOWER WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$200.2M RAUM · 2 reps · 512-833-6557 · empoweringretirement.com
50
OPTIMA CAPITAL MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$116.5M RAUM · 4 reps · 480-757-9052
50
STRATTON CAPITAL INVESTMENT ADVISORY LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$75.2M RAUM · 6 reps · (914) 471-3377 · stratton-capital.com
50
EMISSARY WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$156.1M RAUM · 4 reps · 201-853-9103
50
AMARA FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$200.1M RAUM · 2 reps · 415-319-1071 · amarafinancial.com
50
ALIGN FINANCIAL, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$101.5M RAUM · 1 reps · 218-336-2506 · align.financial
50
DIAMOND CLIENT GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$117.3M RAUM · 9 reps · 832-319-1555
50
INVESTED ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$226.2M RAUM · 2 reps · 814-235-2703 · weareinvested.com
50
NEXWEALTH LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$132.4M RAUM · 4 reps · 561-971-3939 · nexwealthllc.com
50
ATX FINANCIAL PLANNING, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$139.9M RAUM · 2 reps · 512-693-4040 · atxfinancialplanning.com
50
SIGNAL TREE FINANCIAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$171.2M RAUM · 6 reps · (330) 590-5937
50
MISSION FINANCIAL GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$232.8M RAUM · 5 reps · 808-445-9965 · missionfinancial.com
50
VITA PLANNING GROUP LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
$64.6M RAUM · 5 reps · 650-567-9300 · vita401k.com
50
CABIN ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$133.6M RAUM · 15 reps · 913-933-3351 · financialarchitects.com
50
J.M. ARBOUR, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$154.0M RAUM · 6 reps · (207) 248-6767 · jmarbour.com
50
DOWNSHIFT FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$191.5M RAUM · 3 reps · (720) 515-0564
50
BLUEPRINT FINANCIAL ADVISORS — added office(s): 14 -> 15 additional locations. IAPD ↗
$201.5M RAUM · 17 reps · 844-200-2568 · bluegrasscapadv.com
50
AVAIL INVESTMENT PARTNERS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$138.6M RAUM · 6 reps · 814-996-7206
50
PEACE OF MIND WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$214.1M RAUM · 6 reps · 919-787-8866 · pomwealth.net
50
THE WEALTH BOUTIQUE — added office(s): 7 -> 8 additional locations. IAPD ↗
$94.1M RAUM · 7 reps · 908-955-0077 · tanisfingroup.com
50
COGENT PRIVATE WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$141.5M RAUM · 5 reps · (407) 887-4965 · cogentprivatewealth.com
50
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$161.0M RAUM · 3 reps · 847-983-0123 · mirrettiperryman.com
50
BURR FINANCIAL SERVICES, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$155.4M RAUM · 3 reps · 925-676-6007
50
10ELMS LLP — added office(s): 3 -> 4 additional locations. IAPD ↗
$120.9M RAUM · 3 reps · 918-812-7998 · 10elms.com
50
RSG INVESTMENTS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$116.4M RAUM · 9 reps · 9136859422 · rsgusa.net
50
ATLAS — added office(s): 0 -> 6 additional locations. IAPD ↗
$121.3M RAUM · 5 reps · 805-557-8713
50
SMART PORTFOLIO — added office(s): 0 -> 1 additional locations. IAPD ↗
$44.1M RAUM · 1 reps · 858-898-8000 · smrtportfolio.com
50
WEALTH MORE ENTERPRISE, INC. — added office(s): 0 -> 5 additional locations. IAPD ↗
$76,000 RAUM · 6 reps · 888-303-6361 · hellowealthmore.com
50
SLP WEALTH — added office(s): 13 -> 16 additional locations. IAPD ↗
$29.2M RAUM · 16 reps · (910) 315-0973 · slpwealth.com
50
MICA CREEK CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$169.8M RAUM · 2 reps · 917-399-0058
50
ACCELERATE RETIREMENT — added office(s): 13 -> 14 additional locations. IAPD ↗
$242.8M RAUM · 28 reps · 888-439-7071
50
NORTH STAR WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$152.8M RAUM · 1 reps · (224) 342-2525
50
RIGDEN CAPITAL STRATEGIES — added office(s): 2 -> 3 additional locations. IAPD ↗
$104.1M RAUM · 6 reps · 303-351-1618
50
STIRLING FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$152.4M RAUM · 1 reps · 619-435-1210 · stirlingfinancialgroup.com
50
APFORIA — added office(s): 1 -> 2 additional locations. IAPD ↗
$96.3M RAUM · 10 reps · (833) 780-2487 · redeploymentwealth.com
50
FJELL CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$157.2M RAUM · 5 reps · 701-491-7600 · fjellcapital.com
50
INTENTIONAL WEALTH STRATEGIES — added office(s): 0 -> 1 additional locations. IAPD ↗
$139.6M RAUM · 2 reps · 719-694-8002 · intentionalwealth.com
50
MAIN ADVISORY, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$128.2M RAUM · 2 reps · (724) 731-0173 · mainadvisory.com
50
ALTITUDE CAPITAL MANAGEMENT LLC — added office(s): 16 -> 18 additional locations. IAPD ↗
$49.4M RAUM · 16 reps · 515-207-3310 · altitudecm.com
50
SALUS FINANCIAL ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
$203.1M RAUM · 4 reps · (612) 747-9420 · salusfinancialadvisors.com
50
CRUSONIA WEALTH ADVISORS LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$161.3M RAUM · 4 reps · 303-810-6366
50
RESHAPE WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$171.9M RAUM · 1 reps · 646-626-7902
50
KONZA GLOBAL WEALTH GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$116.5M RAUM · 2 reps · (913) 318-5980 · konzaglobal.com
50
SANDRO WEALTH MANAGEMENT LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$101.7M RAUM · 5 reps · 2016613416 · sandrowealth.com
50
OCM PRIVATE WEALTH, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$139.1M RAUM · 4 reps · 216-456-1515 · ocmprivatewealth.com
50
MANNA WEALTH MANAGEMENT — added office(s): 0 -> 5 additional locations. IAPD ↗
$122.6M RAUM · 1 reps · 305-306-7107 · mannawealthmanagement.com
50
PLUM POINTE WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$206.7M RAUM · 2 reps · 401-228-8258
50
MADRID WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$127.3M RAUM · 4 reps · 505-633-5332 · madridwm.com
50
GPS INVESTMENTS — added office(s): 0 -> 2 additional locations. IAPD ↗
$124.0M RAUM · 2 reps · 602-558-1211
50
PARADIGM INVESTMENT ADVISORY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$182.8M RAUM · 4 reps · 908-450-7402
50
EXCELSIOR ADVISOR NETWORK LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$150.0M RAUM · 4 reps · 303-351-6436 · jhardeeim.com
50
SAMARA CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$114.2M RAUM · 3 reps · 888-397-8331 · samara-capital.com
50
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$64.4M RAUM · 1 reps · (203) 642-6781 · achieveretirementandwealth.com
50
CIO CAPITAL GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$25.7M RAUM · 2 reps · 212-516-4000 · ciocapitalgroup.com
50
HANOVER SQUARE WEALTH ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$104.2M RAUM · 1 reps · 336-444-2680 · hanoversquarewa.com
50
CHARMARLINE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$111.9M RAUM · 1 reps · 434-455-3036
50
WEDBUSH SECURITIES INC. — moved its main office from LOS ANGELES, CA to PASADENA, CA. IAPD ↗
$5.68B RAUM · 202 reps · 213-688-8000
50
CABOT WEALTH MANAGEMENT — moved its main office from SALEM, MA to BEVERLY, MA. IAPD ↗
$1.06B RAUM · 8 reps · 978-745-9233
50
SPRING MOUNTAIN CAPITAL, LP — moved its main office from NEW YORK, NY to WEST WINDSOR, NJ. IAPD ↗
$1.60B RAUM · 19 reps · 212-292-8300
50
DAYBRIGHT ADVISORY SERVICES, INC. — moved its main office from NASHVILLE, TN to MIAMI, FL. IAPD ↗
$4.21B RAUM · 21 reps · 305-671-2200 · ingham.com
50
TEEWINOT CAPITAL ADVISERS, L.L.C. — moved its main office from NEW YORK, NY to NORWALK, CT. IAPD ↗
$1.19B RAUM · 9 reps · 212-984-2360 · teewinotfunds.com
50
ALPHA ARCHITECT — moved its main office from HAVERTOWN, PA to NEWTOWN SQUARE, PA. IAPD ↗
$7.27B RAUM · 4 reps · +1.215.882.9983
50
RWA WEALTH PARTNERS — moved its main office from NEWTON, MA to BOSTON, MA. IAPD ↗
$17.26B RAUM · 67 reps · (857) 255-2100 · rwawealth.com
50
ETF ARCHITECT — moved its main office from HAVERTOWN, PA to NEWTOWN SQUARE, PA. IAPD ↗
$16.05B RAUM · 8 reps · 1.215.882.9983 · etfarchitect.com
50
SANCTUARY ADVISORS, LLC — moved its main office from INDIANAPOLIS, IN to MIAMI, FL. IAPD ↗
$27.70B RAUM · 370 reps · 317-975-7729
50
STEWARD PARTNERS INVESTMENT ADVISORY, LLC — moved its main office from NEW YORK, NY to STAMFORD, CT. IAPD ↗
$28.34B RAUM · 397 reps · 866-694-7769
50
TRIVIUM POINT ADVISORY, LLC — moved its main office from WESTPORT, CT to WILTON, CT. IAPD ↗
$1.49B RAUM · 23 reps · (203) 221-3085
50
OAKRIDGE MANAGEMENT GROUP LLC — moved its main office from DARIEN, CT to STAMFORD, CT. IAPD ↗
$1.08B RAUM · 3 reps · 203-257-3289
50
DUCENTA SQUARED ASSET MANAGEMENT — moved its main office from LOS ANGELES, CA to EL SEGUNDO, CA. IAPD ↗
$3.17B RAUM · 10 reps · (213) 687-9170
50
BROOKLYN INVESTMENT GROUP, LLC — moved its main office from BROOKLYN, NY to NEW YORK, NY. IAPD ↗
$1.11B RAUM · 6 reps · 617-319-7229
50
ALLOCATE MANAGEMENT COMPANY, LLC — moved its main office from MENLO PARK, CA to PALO ALTO, CA. IAPD ↗
$2.14B RAUM · 4 reps · 650-331-4151
48
THE CAVANAUGH GROUP INC — moved its main office from HILTON HEAD ISLAND, SC to KIAWAH ISLAND, SC. IAPD ↗
$453.6M RAUM · 2 reps · 410-241-0084
48
L. K. BENSON & COMPANY, P.C. — moved its main office from TOWSON, MD to TIMONIUM, MD. IAPD ↗
$369.1M RAUM · 2 reps · (410) 494-6680 · lkbenson.com
48
MULLANEY KEATING & WRIGHT INC — moved its main office from WEST HARTFORD, CT to MIDDLETOWN, CT. IAPD ↗
$337.0M RAUM · 3 reps · 860-521-9900 · mkwinc.com
48
PAUL MANNERS & ASSOCIATES, INC. — moved its main office from ATLANTA, GA to MARIETTA, GA. IAPD ↗
$349.5M RAUM · 2 reps · 404-231-8611 · paulmanners.net
48
VIOLICH CAPITAL MANAGEMENT — moved its main office from SAN FRANCISCO, CA to MILL VALLEY, CA. IAPD ↗
$911.7M RAUM · 1 reps · 415-217-4444 · violichcapital.com
48
HELIUM ADVISORS LLC — moved its main office from EVERETT, WA to VANCOUVER, WA. IAPD ↗
$308.1M RAUM · 4 reps · (425) 214-1533
48
SUMMIT WEALTH AND RETIREMENT PARTNERS — moved its main office from SAN RAMON, CA to EAGLE, ID. IAPD ↗
$824.8M RAUM · 6 reps · (925) 927-1900 · summitwealthandretirement.com
48
HENDRICKS WEALTH AND ESTATE MANAGEMENT — moved its main office from WEST DUNDEE, IL to ALGONQUIN, IL. IAPD ↗
$411.6M RAUM · 6 reps · 847-428-3997
48
EAGLEBROOK ADVISORS — moved its main office from BETHESDA, MD to NEW YORK, NY. IAPD ↗
$350.2M RAUM · 4 reps · 786-807-7374
48
BROWNLEE WEALTH MANAGEMENT — moved its main office from THE WOODLANDS, TX to HOUSTON, TX. IAPD ↗
$295.8M RAUM · 4 reps · 281-377-3170 · brownleewealthmanagement.com
48
MARKS WEALTH MANAGEMENT — moved its main office from ANNAPOLIS, MD to ELLICOTT CITY, MD. IAPD ↗
$383.0M RAUM · 4 reps · (410) 934-1199
48
ORG PARTNERS — moved its main office from ROANOKE, IN to DALLAS, TX. IAPD ↗
$772.6M RAUM · 15 reps · 260-469-9173 · tinkercapital.com
48
1836 ASSET MANAGEMENT, LLC — moved its main office from DALLAS, TX to GARLAND, TX. IAPD ↗
$360.0M RAUM · 3 reps · 888-808-8278 · 1836assetmgmt.com
48
ASCENTIS ASSET MANAGEMENT, LLC — moved its main office from SOUTH COAST METRO, CA to DALLAS, TX. IAPD ↗
$559.3M RAUM · 6 reps · 866-273-1563 · ascentisasset.com
48
LUCAS GROUP FINANCIAL ADVISORS, LLC — moved its main office from LOVES PARK, IL to FREEPORT, IL. IAPD ↗
$329.0M RAUM · 7 reps · 815-235-9610 · lucasgroupfinancial.com
48
NAPLES WEALTH PLANNING — moved its main office from NAPLES, FL to BONITA SPRINGS, FL. IAPD ↗
$356.3M RAUM · 10 reps · 239-330-4183 · napleswealthplanning.com
48
UNITING WEALTH PARTNERS — moved its main office from MISSION, KS to DENVER, CO. IAPD ↗
$544.7M RAUM · 7 reps · 479-364-0686 · unitingwealthpartners.com
48
STONE TEMPLE PARTNERS LLC — moved its main office from DARIEN, CT to NEW YORK, NY. IAPD ↗
$619.8M RAUM · 9 reps · (203) 253-1823 · stpartners.co
48
ELEVATED FINANCIAL GROUP — moved its main office from CARMEL, IN to INDIANAPOLIS, IN. IAPD ↗
$399.3M RAUM · 4 reps · 317-533-7721
48
OPENARC CORPORATE ADVISORY, LLC — moved its main office from ST. PETERSBURG, FL to ATLANTA, GA. IAPD ↗
$443.7M RAUM · 140 reps · 844-648-6001
45
U.S. FINANCIAL ADVISORS — moved its main office from BRAINTREE, MA to WILMINGTON, DE. IAPD ↗
$0 RAUM · 0 reps · 302-483-7200
45
TANAKA CAPITAL MANAGEMENT INC — moved its main office from NEW YORK, NY to GREENWICH, CT. IAPD ↗
$44.4M RAUM · 3 reps · 212-490-3380 · tanaka.com
45
NORTON CAPITAL MANAGEMENT, INC. — moved its main office from NORFOLK, VA to HENRICO, VA. IAPD ↗
$136.6M RAUM · 2 reps · (757) 623-1200
45
JOHNSON & SHUTE INVESTMENT ADVISORS, INC. — moved its main office from BELLEVUE, WA to BOTHELL, WA. IAPD ↗
$115.7M RAUM · 2 reps · 425-615-6808
45
INVESTMENT CONSULTING SERVICES, LLC — moved its main office from OAK BROOK, IL to LOMBARD, IL. IAPD ↗
$0 RAUM · 3 reps · 630-928-1052 · icsllc.org
45
WELLSPRING ADVISORS, INC. — moved its main office from LAKE OSWEGO, OR to HILLSBORO, OR. IAPD ↗
$198.2M RAUM · 3 reps · 503-714-9531
45
DAVIDSON WEALTH MANAGEMENT LLC — moved its main office from MANALAPAN, NJ to FORKED RIVER, NJ. IAPD ↗
$147.6M RAUM · 3 reps · 732-409-1060 · davidsonwealthmgmt.com
45
REVALUE LLC — moved its main office from YPSILANTI, MI to HOWELL, MI. IAPD ↗
$103.9M RAUM · 5 reps · 888-642-2728
45
SACKS & ASSOCIATES, LLC — moved its main office from BRIDGEWATER, NJ to WARREN, NJ. IAPD ↗
$196.1M RAUM · 3 reps · 908-864-4950
45
KUHN CAPITAL PARTNERS — moved its main office from NAPERVILLE, IL to OAK BROOK, IL. IAPD ↗
$125.8M RAUM · 5 reps · 800-674-3217
45
DUNHAM LANE CAPITAL PARTNERS LLC — moved its main office from SCARSDALE, NY to GREENWICH, CT. IAPD ↗
$106.8M RAUM · 2 reps · 203-355-3639
45
CLARITY WEALTH MANAGEMENT, L.L.C. — moved its main office from MESA, AZ to GILBERT, AZ. IAPD ↗
$247.8M RAUM · 2 reps · 480-776-9670 · claritywealthmgt.com
45
UNISON ASSET MANAGEMENT LLC — moved its main office from NORTH MIAMI BEACH, FL to AVENTURA, FL. IAPD ↗
$244.2M RAUM · 3 reps · 786-971-5105 · unisonam.com
45
CIRRUS CAPITAL LLC — moved its main office from BIRMINGHAM, MI to BLOOMFIELD HILLS, MI. IAPD ↗
$124.3M RAUM · 4 reps · 248-290-6222
45
R.J. CLOUD ADVISORS & COMPANY — moved its main office from TULSA, OK to BIXBY, OK. IAPD ↗
$150.7M RAUM · 3 reps · 918-949-9713 · rjcloudadvisorsandcompany.com
45
KDT ADVISORS, LLC — moved its main office from NEW YORK, NY to PRINCETON, NJ. IAPD ↗
$229.8M RAUM · 4 reps · 929-293-1270 · kdtadvisors.com
45
STITES FINANCIAL CONSULTING — moved its main office from ROSEVILLE, CA to WILTON, CA. IAPD ↗
$105.2M RAUM · 2 reps · 916-601-1992 · stitesfc.com
45
PROXY WEALTH ADVISORS LLC — moved its main office from AVENTURA, FL to WINDERMERE, FL. IAPD ↗
$90.0M RAUM · 11 reps · 646-289-5075 · proxywealth.com
45
BENCHMARK WEALTH MANAGEMENT — moved its main office from BLUE ASH, OH to CINCINNATI, OH. IAPD ↗
$146.0M RAUM · 3 reps · 513-328-0272 · benchmark-wealth.com
45
RE-ENVISION WEALTH — moved its main office from MANHATTAN, NY to NEW YORK, NY. IAPD ↗
$117.4M RAUM · 4 reps · 301-233-7903
45
FOUNDRY FINANCIAL LLC — moved its main office from LOS ANGELES, CA to PASADENA, CA. IAPD ↗
$104.7M RAUM · 4 reps · (213) 802-8662
45
EASLEY INVESTMENT CONSULTANTS, INC. — moved its main office from FLOWOOD, MS to RIDGELAND, MS. IAPD ↗
$198.3M RAUM · 2 reps · 601-992-4101 · easleyinvest.co
45
DILLOW WEALTH MANAGEMENT LLC — moved its main office from OAKBROOK TERRACE, IL to OAK BROOK, IL. IAPD ↗
$221.0M RAUM · 1 reps · 224-330-9662 · dillowwealth.com
45
ONWARD ADVISORS LLC — moved its main office from LOS ANGELES, CA to PASADENA, CA. IAPD ↗
$0 RAUM · 1 reps · (213) 688-8000 · growwithonward.com
45
HELIANTH INVESTMENT MANAGEMENT LLC — moved its main office from RYE, NY to PORT CHESTER, NY. IAPD ↗
$48.2M RAUM · 1 reps · 203-302-3979 · helianthinvestment.com
45
LUMIDA WEALTH MANAGEMENT LLC — moved its main office from NEW YORK, NY to WAYNE, NJ. IAPD ↗
$148.6M RAUM · 1 reps · (833) 512-5111 · lumidanews.com
45
SMART PORTFOLIO — moved its main office from SACRAMENTO, CA to BREA, CA. IAPD ↗
$44.1M RAUM · 1 reps · 858-898-8000 · smrtportfolio.com
45
ENSPIRE WEALTH MANAGEMENT, LLC — moved its main office from LARKSPUR, CA to SAN RAFAEL, CA. IAPD ↗
$104.7M RAUM · 2 reps · (707) 525-1099 · enspirewealth.com
45
OPENVEST — moved its main office from NEW YORK, NY to MIAMI, FL. IAPD ↗
$2,364 RAUM · 1 reps · 212-523-0920 · openvest.co
45
EDLY ADVISORS — moved its main office from NEW YORK, NY to WHITE PLAINS, NY. IAPD ↗
$19.8M RAUM · 2 reps · (914) 785-8344 · edly.co
45
ARIMATHEA — moved its main office from SOUTH COAST METRO, CA to FORT BRAGG, CA. IAPD ↗
$2.7M RAUM · 3 reps · 707-813-7070 · arimatheainvesting.com
45
INVESTABLE — moved its main office from DAYTON, OH to OAKWOOD, OH. IAPD ↗
$315,500 RAUM · 1 reps · 937-369-9275 · myinvestable.com
45
THRYVE WEALTH MANAGEMENT — moved its main office from DALLAS, TX to IRVING, TX. IAPD ↗
$179.1M RAUM · 4 reps · 805-451-2909 · thryvewealthmanagement.com
45
SAMARA CAPITAL — moved its main office from LAKE OSWEGO, OR to BEAVERTON, OR. IAPD ↗
$114.2M RAUM · 3 reps · 888-397-8331 · samara-capital.com
45
TEMPO WEALTH — moved its main office from AVON, OH to INDEPENDENCE, OH. IAPD ↗
$216.0M RAUM · 4 reps · 440-568-3676 · tempowealth.com
45
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS — added office(s): 19 -> 21 additional locations. IAPD ↗institutional
$18.95B RAUM · 68 reps · 212-850-4260
45
FLEXPATH STRATEGIES — added office(s): 0 -> 3 additional locations. IAPD ↗institutional
$79.85B RAUM · 12 reps · 949-418-6030 · flexpathstrategies.com
45
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$109.76B RAUM · 6 reps · 515-221-4879
43
INFUSIVE ASSET MANAGEMENT INC. — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$317.5M RAUM · 2 reps · +44 20 3958 6343
43
FCA PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$741.2M RAUM · 6 reps · 704-972-2684 · fcapartners.com
43
FPLF MANAGEMENT LLC — added office(s): 2 -> 16 additional locations. IAPD ↗institutional
$761.9M RAUM · 55 reps · 212-798-6100
43
CLAREN ROAD PRIVATE CREDIT SOLUTIONS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$283.1M RAUM · 4 reps · 212-888-1433
40
SIGULER GUFF ADVISERS LLC — added office(s): 12 -> 13 additional locations. IAPD ↗fund
$16.87B RAUM · 66 reps · 212-332-5100 · sigulerguff.com
40
NUMERIC INVESTORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$50.58B RAUM · 46 reps · 617 897 7800 · man.com
40
LIGHTHOUSE INVESTMENT PARTNERS, LLC — added office(s): 21 -> 22 additional locations. IAPD ↗fund
$87.38B RAUM · 206 reps · 561-741-0820
40
BALYASNY ASSET MANAGEMENT L.P. — added office(s): 28 -> 29 additional locations. IAPD ↗fund
$265.15B RAUM · 869 reps · 312-499-2999
40
OWL CREEK ASSET MANAGEMENT, L.P. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.29B RAUM · 13 reps · 212-688-2550
40
CAPSTONE INVESTMENT ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$91.71B RAUM · 111 reps · 212-232-1420 · globalvolatilitysummit.com
40
TOWERBROOK CAPITAL PARTNERS — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$22.45B RAUM · 92 reps · 212-699-2200
40
C-III INVESTMENT MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$3.05B RAUM · 30 reps · 212-705-5000 · c3cp.com
40
HAYFIN CAPITAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.63B RAUM · 16 reps · 212 680 0011 · hayfin.com
40
LS POWER EQUITY ADVISORS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗fund
$12.42B RAUM · 139 reps · 212-615-3456
40
EDGE PRINCIPAL ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$1.35B RAUM · 12 reps · 212-547-4380
40
TOWNSEND HOLDINGS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$19.30B RAUM · 70 reps · 216-781-9090 · townsendgroup.com
40
BROAD BAY CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.47B RAUM · 7 reps · 212.503.5800 · broadbaycapital.com
40
REVELAR CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.86B RAUM · 15 reps · 212-318-9800 · revelarcapital.com
40
KIRKOSWALD ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$16.09B RAUM · 18 reps · 1-332-207-4650
40
SOVEREIGN'S CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1.05B RAUM · 26 reps · 404-260-2798 · sovereignscapital.com
40
SALUDA GRADE ASSET MANAGEMENT LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$5.87B RAUM · 21 reps · 1 646 974 8560 · saludagrade.com
40
PEAKLINE PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.63B RAUM · 10 reps · 214-661-8167 · peakline.com
40
ISLAND INVESTMENT MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$1.49B RAUM · 30 reps · 212-705-5000 · islandcapital.com
40
COPENHAGEN INFRASTRUCTURE PARTNERS INC. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$33.61B RAUM · 40 reps · +1 646-300-0541
40
TRIARTISAN CAPITAL ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.26B RAUM · 5 reps · (212) 609-0620 · triartisan.com
40
PACIFIC WAY CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.70B RAUM · 3 reps · 646-893-4859
40
ALPHABIT INVESTMENTS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$6.6M RAUM · 2 reps · 641-251-6001 · alphabitinvestments.com
40
LANE42 — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.01B RAUM · 14 reps · (212) 970-5740 · lane42.com
40
MERK INVESTMENTS LLC — moved its main office from MENLO PARK, CA to PALO ALTO, CA. IAPD ↗institutional
$3.12B RAUM · 5 reps · 650-323-4341
38
WELLSPRING CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$401.7M RAUM · 15 reps · 212-318-9800 · revelarcapital.com
38
CREO CAPITAL PARTNERS MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$348.0M RAUM · 5 reps · 305-998-0078 · creocapitalpartners.com
38
CORINTHIA GLOBAL MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$261.4M RAUM · 16 reps · +1 (980) 418-2215 · corinthiagm.com
38
SUNFLOWER WEALTH ADVISORS LLC — moved its main office from LEAWOOD, KS to SALINA, KS. IAPD ↗institutional
$764.4M RAUM · 3 reps · 844-882-0193
38
NINE MASTS CAPITAL ADVISERS LLC — moved its main office from HONG KONG, to NEW YORK, NY. IAPD ↗institutional
$508.7M RAUM · 1 reps · 85228689973 · ninemasts.com
38
BLACK LAKE INVESTMENTS LLC — moved its main office from SHOREWOOD, MN to WAYZATA, MN. IAPD ↗institutional
$800.8M RAUM · 3 reps · 215.913.2782 · blacklakeinvestments.com
38
SMA CAPITAL LLC — moved its main office from STAMFORD, CT to NEW YORK, NY. IAPD ↗institutional
$518.0M RAUM · 7 reps · (860) 839-0074 · smacap.com
35
MA ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$215.1M RAUM · 3 reps · (914) 274-8483
35
SEAPORT GLOBAL ASSET MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$118.6M RAUM · 1 reps · 212-616-7700 · seaportglobal.com
35
M28 CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$120.8M RAUM · 1 reps · (203) 516-3730 · m28capital.com
35
MAPLE PARK CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$138.8M RAUM · 4 reps · 214-302-5550
35
STRATEGIC ASSET ALLIANCE — moved its main office from BELLINGHAM, WA to BELLEVUE, WA. IAPD ↗institutional
$0 RAUM · 4 reps · 360-255-2500 · saai.com
35
GOBI CAPITAL LLC — moved its main office from SAN FRANCISCO, CA to BEVERLY HILLS, CA. IAPD ↗fund
$2.47B RAUM · 4 reps · 415-288-7288
35
BLACK DIAMOND CAPITAL MANAGEMENT — moved its main office from STAMFORD, CT to ST. THOMAS, VI. IAPD ↗fund
$10.55B RAUM · 47 reps · 340-777-2950
35
NEXT LEGACY MANAGEMENT, LLC — moved its main office from PALO ALTO, CA to PORTOLA VALLEY, CA. IAPD ↗fund
$3.65B RAUM · 11 reps · 650-324-5980 · nextlegacy.com
35
THE PRAEDIUM GROUP LLC — moved its main office from NEW YORK, NY to BOCA RATON, FL. IAPD ↗fund
$1.61B RAUM · 9 reps · 561-831-4030 · praediumgroup.com
35
FORESITE CAPITAL — moved its main office from LARKSPUR, CA to WEST HOLLYWOOD, CA. IAPD ↗fund
$3.18B RAUM · 20 reps · 310-981-3630
35
SPRING LAKE EQUITY MANAGEMENT LLC — moved its main office from BOSTON, MA to BURLINGTON, MA. IAPD ↗institutional
$0 RAUM · 2 reps · 617-391-6341
35
ACTIVANT CAPITAL GROUP LLC — moved its main office from GREENWICH, CT to DARIEN, CT. IAPD ↗fund
$1.28B RAUM · 8 reps · 203-489-9080 · activantcapital.com
35
SKYKNIGHT CAPITAL, L.P. — moved its main office from SAN FRANCISCO, CA to BURLINGAME, CA. IAPD ↗fund
$4.00B RAUM · 17 reps · 415.914.0782 · skyknightcapital.com
35
WARREN EQUITY PARTNERS MANAGER, L.P. — moved its main office from JACKSONVILLE, FL to JACKSONVILLE BEACH, FL. IAPD ↗fund
$5.16B RAUM · 27 reps · 904-746-7027 · warrenequity.com
35
EDISON PARTNERS MANAGEMENT, LLC — moved its main office from PRINCETON, NJ to NASHVILLE, TN. IAPD ↗fund
$2.39B RAUM · 14 reps · (609) 896-1900
35
ELITE PORTFOLIOS — moved its main office from ALPHARETTA, GA to CARMEL BY THE SEA, CA. IAPD ↗institutional
$497,372 RAUM · 0 reps · 402-670-7704 · elitetamp.com
35
JB WEALTH ADVISORS LLC — moved its main office from NORFOLK, VA to NASHVILLE, TN. IAPD ↗institutional
$0 RAUM · 0 reps · 615-560-8268
35
VARCOV CO. — moved its main office from GLASTONBURY, CT to DARIEN, CT. IAPD ↗institutional
$150.1M RAUM · 2 reps · 203-543-9165 · varcov.com
33
POLAR CAPITAL (AMERICA) CORPORATION — moved its main office from DARIEN, CT to TAMPA, FL. IAPD ↗fund
$505.6M RAUM · 6 reps · 011442072272700 · polarcapital.co.uk
33
HEADLANDS CAPITAL — moved its main office from SAN FRANCISCO, CA to NEW YORK, NY. IAPD ↗fund
$896.3M RAUM · 7 reps · 415-263-7300 · headlandscap.net
33
SPRING LAKE EQUITY GP LLC — moved its main office from BOSTON, MA to BURLINGTON, MA. IAPD ↗fund
$295.0M RAUM · 2 reps · 617 391 6341 · springlakeequitypartners.com
33
TURNBRIDGE CAPITAL, LLC — moved its main office from DALLAS, TX to LITTLE ELM, TX. IAPD ↗fund
$279.7M RAUM · 5 reps · 214-624-5010 · turnbridgecapital.com
33
EXTRACT ADVISORS — moved its main office from LOS ANGELES, CA to CALABASAS, CA. IAPD ↗fund
$651.6M RAUM · 9 reps · 212 255 0972 · extractcapital.com
33
HAZOOR PARTNERS, LLC — moved its main office from AUSTIN, TX to FORT WORTH, TX. IAPD ↗fund
$393.1M RAUM · 6 reps · 458-203-0665 · hazoorpartners.com
33
GREENSLEDGE ASSET MANAGEMENT LLC — moved its main office from SIMSBURY, CT to GLASTONBURY, CT. IAPD ↗fund
$606.0M RAUM · 3 reps · 860-256-4952 · greensledge.com
30
MILLENNIUM TVP MANAGEMENT CO., LLC — moved its main office from NEW YORK, NY to CROSS RIVER, NY. IAPD ↗fund
$157.5M RAUM · 5 reps · 646-521-7800 · mtvlp.com
30
IBS CAPITAL LLC — moved its main office from BOSTON, MA to MEDFIELD, MA. IAPD ↗fund
$117.9M RAUM · 2 reps · 617-261-5327 · ibscapital.com
30
LEO FUND SERVICES, LLC — moved its main office from ISELIN, NJ to EDISON, NJ. IAPD ↗fund
$167.9M RAUM · 5 reps · 732-903-2600
30
LAKE WHILLANS CAPITAL PARTNERS LLC — moved its main office from DALLAS, TX to PLANO, TX. IAPD ↗fund
$246.1M RAUM · 4 reps · (646) 389-1032 · lakewhillans.com
30
CEDAR SPRINGS ADVISORS, LLC — moved its main office from DALLAS, TX to ADDISON, TX. IAPD ↗fund
$232.2M RAUM · 5 reps · 214-495-1562 · cedarspringscapital.com
30
MCT ENTERTAINMENT ADVISORS LLC — moved its main office from LOS ANGELES, CA to WEST HOLLYWOOD, CA. IAPD ↗fund
$153.9M RAUM · 6 reps · 310-650-1526
30
NOVAWAVE CAPITAL — moved its main office from PALO ALTO, CA to MENLO PARK, CA. IAPD ↗fund
$90.0M RAUM · 5 reps · 781-710-3455 · novawavecapital.com
25
CARDINAL POINT WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$3.98B RAUM · 24 reps · 866-213-2036 · sportsmgt.cardinalpointwealth.com
25
GLADSTONE MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$1.87B RAUM · 8 reps · +44 207 408 4771 · gladstone-management.com
25
PRIME QUADRANT — added office(s): 2 -> 5 additional locations. IAPD ↗foreign
$1.05B RAUM · 4 reps · 212-365-7400
23
1832 ASSET MANAGEMENT U.S. INC. — added office(s): 13 -> 30 additional locations. IAPD ↗foreign
$922.3M RAUM · 77 reps · 416-840-7986
23
AUGUST GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$649.7M RAUM · 3 reps · 438-792-5161
20
SARTORIAL WEALTH INC. — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$82.5M RAUM · 2 reps · 647-998-9705
20
INVESCO MANAGEMENT S.A. — moved its main office from FRANKFURT, to LUXEMBOURG, . IAPD ↗foreign
$42.57B RAUM · 33 reps · +32 2 641 0170
20
TAULA CAPITAL MANAGEMENT (DIFC) LTD — moved its main office from DUBAI, to ST HELIER, . IAPD ↗foreign
$158.48B RAUM · 2 reps · +97 14323 0800
18
SQUARE ADVISORS, LLC — moved its main office from MILAN, to LONDON, . IAPD ↗foreign
$311.7M RAUM · 1 reps · +1 212 207 4450 · squareadvisors.com
18
CHANAKYA CAPITAL PARTNERS — moved its main office from EBENE, to TRIANON, . IAPD ↗foreign
$328.1M RAUM · 2 reps · + 230 471 3213
15
STRATEGIC SWISS ADVISORS AG — moved its main office from GENEVA, to WOLLERAU, . IAPD ↗foreign
$46.5M RAUM · 1 reps · +41 58 680 64 10 · strategic-swiss-advisors.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.