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Office IT & facilities — January 2026

Managed IT, telecom, and facilities for new offices.

111 firms opened this window in the January 2026 SEC roster: 84 new office, 27 relocation.

Months: October 2026 · September 2026 · August 2026 · July 2026 · June 2026 · May 2026 · April 2026 · March 2026 · February 2026 · January 2026 · December 2025 · August 2025 · July 2025 · June 2025 · May 2025 · April 2025 · March 2025 · February 2025 · January 2025 · December 2024 · November 2024 · October 2024 · September 2024 · August 2024 · July 2024 · June 2024 · May 2024 · April 2024 · March 2024 · February 2024

55
D.A. DAVIDSON & CO. — added office(s): 98 -> 100 additional locations. IAPD ↗
$41.84B RAUM · 410 reps · 406-727-4200
55
RAYMOND JAMES & ASSOCIATES, INC. — added office(s): 635 -> 817 additional locations. IAPD ↗
$500.96B RAUM · 5683 reps · 727-567-1000
55
NOTTINGHAM ADVISORS INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.65B RAUM · 6 reps · 716-633-3800
55
EARNED WEALTH ADVISORS, LLC — added office(s): 15 -> 20 additional locations. IAPD ↗
$1.92B RAUM · 28 reps · 925.939.2500
55
EMBREE FINANCIAL GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
$2.28B RAUM · 14 reps · 312-527-5565
55
CAPITAL ADVANTAGE, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.11B RAUM · 9 reps · 925-299-1500
55
FINANCIAL MANAGEMENT NETWORK INC — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.14B RAUM · 21 reps · 949-455-0300 · fmnbenefits.com
55
WAVERLY ADVISORS, LLC — added office(s): 42 -> 43 additional locations. IAPD ↗
$28.26B RAUM · 197 reps · 205-871-3334 · waverly-advisors.com
55
CERTUITY, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$3.10B RAUM · 10 reps · 561-693-3255 · certuity.com
55
CLEARBRIDGE INVESTMENTS, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$184.81B RAUM · 71 reps · 212-805-2000
55
MAINSTREET ADVISORS — added office(s): 2 -> 4 additional locations. IAPD ↗
$5.41B RAUM · 6 reps · 312-223-0270
55
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC — added office(s): 2552 -> 3629 additional locations. IAPD ↗
$390.04B RAUM · 6024 reps · 727-567-3020
55
GLASSMAN WEALTH SERVICES, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
$2.19B RAUM · 13 reps · 703-534-4444
55
GALVIN, GAUSTAD & STEIN, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$1.22B RAUM · 17 reps · 480-776-1445 · ggsadvisors.com
55
ASHTON THOMAS PRIVATE WEALTH — added office(s): 23 -> 25 additional locations. IAPD ↗
$4.05B RAUM · 35 reps · 602-732-4745
55
SOLTIS INVESTMENT ADVISORS, LLC — added office(s): 9 -> 12 additional locations. IAPD ↗
$8.35B RAUM · 51 reps · 435-674-1600 · soltisadvisors.com
55
PRIVATE CAPITAL MANAGEMENT, LLC — added office(s): 4 -> 9 additional locations. IAPD ↗
$1.54B RAUM · 25 reps · 303-370-0055 · pcm-inc.com
55
MOTLEY FOOL WEALTH MANAGEMENT, LLC — added office(s): 8 -> 12 additional locations. IAPD ↗
$1.60B RAUM · 28 reps · 844-408-4390
55
STONEX ADVISORS INC. — added office(s): 147 -> 155 additional locations. IAPD ↗
$5.09B RAUM · 220 reps · 800-292-2411
55
SUMMIT TRAIL ADVISORS, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
$26.16B RAUM · 34 reps · 212-812-7010 · summittrail.com
55
WINTHROP WEALTH — added office(s): 16 -> 17 additional locations. IAPD ↗
$2.60B RAUM · 24 reps · 617-530-1010
55
PRIME CAPITAL FINANCIAL — added office(s): 77 -> 83 additional locations. IAPD ↗
$30.11B RAUM · 245 reps · (800) 493-6226 · info.pciawealth.com
55
INNOVIA WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.43B RAUM · 18 reps · 616-719-5007
55
WEDMONT PRIVATE CAPITAL — added office(s): 5 -> 7 additional locations. IAPD ↗
$2.37B RAUM · 10 reps · 6108858200
55
MADISON PARTNERS — added office(s): 4 -> 6 additional locations. IAPD ↗
$1.30B RAUM · 17 reps · 608-210-1021
55
ETHOS FINANCIAL GROUP, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$2.06B RAUM · 29 reps · 610-822-5246 · ethosfg.com
55
GC WEALTH MANAGEMENT RIA, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$2.15B RAUM · 17 reps · 617-234-7000
55
DIVERSIFIED, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$2.08B RAUM · 28 reps · 302-765-3500
53
QUANTUM FINANCIAL PLANNING SERVICES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$727.2M RAUM · 13 reps · 509-328-6653
53
PALISADE INVESTMENTS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$513.0M RAUM · 6 reps · 775-299-4600 · palisadeinvestments.com
53
GENEVA PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$387.3M RAUM · 8 reps · 262-248-1350 · genevapartnersllc.com
53
SECURE ASSET MANAGEMENT, L.L.C. — added office(s): 26 -> 27 additional locations. IAPD ↗
$890.0M RAUM · 55 reps · 248-414-1562 · nevillefinancial.com
53
M3 ADVISORY GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$310.0M RAUM · 3 reps · (781) 371-2670
53
INVESTOR FAN — added office(s): 10 -> 13 additional locations. IAPD ↗
$427.7M RAUM · 13 reps · 425-372-7517 · panfili-financial.com
53
BRIGHT ROAD WEALTH MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$349.5M RAUM · 10 reps · (907) 339-1555
53
QUARTZ PARTNERS INVESTMENT MANAGEMENT — added office(s): 9 -> 12 additional locations. IAPD ↗
$397.8M RAUM · 22 reps · 800-433-0422 · eticofinancial.com
53
GOLDSTONE FINANCIAL GROUP, LLC — added office(s): 14 -> 16 additional locations. IAPD ↗
$917.5M RAUM · 11 reps · 630-620-9300 · anthony-pellegrino.com
53
KINETIC INVESTMENT MANAGEMENT, INC. — added office(s): 15 -> 16 additional locations. IAPD ↗
$348.2M RAUM · 20 reps · (800) 711-4818
53
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
$529.1M RAUM · 11 reps · 866-405-1031 · askglobalwealth.com
53
INSTRUMENTAL WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$397.1M RAUM · 4 reps · 813-578-7001
53
THEPARTNERS WEALTH MANAGEMENT — added office(s): 22 -> 25 additional locations. IAPD ↗
$454.5M RAUM · 32 reps · 800-324-3010 · trivam.com
53
VICTORY FINANCIAL — added office(s): 24 -> 25 additional locations. IAPD ↗
$687.6M RAUM · 34 reps · (512) 763-7671 · l5wealthplanning.com
53
STENGER FAMILY OFFICE, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$521.5M RAUM · 8 reps · 630-912-8295
53
GGM FINANCIAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$425.7M RAUM · 6 reps · 614-310-2400
53
MKT AND ASSOCIATES LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$275.5M RAUM · 1 reps · 253-252-2359 · mktandassociates.com
53
MARATHON FINANCIAL GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗
$289.1M RAUM · 4 reps · 857-201-3420 · meetmarathon.com
50
HEXIMER INVESTMENT MANAGEMENT INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$113.9M RAUM · 2 reps · (614) 760-9100
50
FORTUNE FINANCIAL GROUP, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$107.0M RAUM · 3 reps · 630-942-9007 · fortunefinancialgroup.com
50
INTEGRA FINANCIAL, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
$181.0M RAUM · 3 reps · 303-220-5525
50
REGAL ADVISORY SERVICES, INC. — added office(s): 11 -> 12 additional locations. IAPD ↗
$113.5M RAUM · 15 reps · 877-488-6537
50
CAMPION ASSET MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$203.8M RAUM · 3 reps · 703-848-0399 · campionam.com
50
WRIGHT PRIVATE ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$62.4M RAUM · 8 reps · 203-783-4400 · wrightpam.com
50
LIFETIME WEALTH MANAGEMENT P.C. — added office(s): 1 -> 2 additional locations. IAPD ↗
$179.5M RAUM · 5 reps · 972-771-0650
50
RGA INVESTMENT ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$107.3M RAUM · 3 reps · 516-665-1945 · rgaia.com
50
FIDUCIARY FINANCIAL PARTNERS, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$247.7M RAUM · 5 reps · 630-780-1534
50
SUMMIT WEALTH GROUP, LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
$150.0M RAUM · 4 reps · (888) 439-3041
50
TRANSGLOBAL ADVISORY, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
$46.8M RAUM · 26 reps · 626-447-7888 · transglobaladvisory.com
50
HIPPOCRATIC FINANCIAL ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
$170.2M RAUM · 3 reps · 866-447-2380 · hippocraticfa.com
50
INVISOR — added office(s): 1 -> 2 additional locations. IAPD ↗
$198.5M RAUM · 4 reps · 785-334-4100 · goinvisor.com
50
PEAK WEALTH MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$137.7M RAUM · 3 reps · 603-488-2476
50
PROSPERITEA PLANNING — added office(s): 0 -> 2 additional locations. IAPD ↗
$125.0M RAUM · 2 reps · 413-829-4832
50
CANDIDE GROUP — added office(s): 0 -> 2 additional locations. IAPD ↗
$125.3M RAUM · 7 reps · (510) 761-8150
50
SYNCHRONOUS WEALTH ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$163.6M RAUM · 4 reps · (805) 452-5918 · synchronouswealth.com
50
CONSCIOUS WEALTH INVESTMENTS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$214.4M RAUM · 3 reps · (404) 826.7747
50
NEIL JESANI WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$125.9M RAUM · 4 reps · (954) 800-0460
50
JOSS BROWN WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$139.3M RAUM · 5 reps · 757-903-2127
50
INNOVATIVE FAMILY OFFICE LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$21.5M RAUM · 6 reps · (914) 427-8036 · innovativefo.com
50
TRITONPOINT PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$110.3M RAUM · 4 reps · 301-799-9001
50
W&S ADVISORY SERVICES, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$0 RAUM · 0 reps · 513-362-8176 · meetfabric.com
50
CONNECTIVE WEALTH PARTNERS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$36.7M RAUM · 10 reps · (603) 498-1854
50
LIFTPOINT FAMILY WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$186.0M RAUM · 2 reps · (862) 412-8862
50
SKYVIEW PINNACLE — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 2 reps · 656-245-3491 · skyviewpinnacle.com
50
RETIREMENT RESOURCES INVESTMENT CORPORATION — moved its main office from PEABODY, MA to ANDOVER, MA. IAPD ↗
$1.99B RAUM · 2 reps · 978-536-9000 · retirewithmore.com
50
BNY ADVISORS — moved its main office from PENNINGTON, NJ to NEW YORK, NY. IAPD ↗
$23.96B RAUM · 46 reps · 800-200-3033, OPTION 3
50
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC — moved its main office from SAN FRANCISCO, CA to LONE TREE, CO. IAPD ↗
$1436.97B RAUM · 173 reps · 800-650-9744
50
LNW — moved its main office from SAN FRANCISCO, CA to SEATTLE, WA. IAPD ↗
$12.23B RAUM · 93 reps · 206-464-5100
50
MERIDIAN WEALTH PARTNERS, LLC — moved its main office from EXTON, PA to EAST NORRITON, PA. IAPD ↗
$1.26B RAUM · 9 reps · 610-272-4700
48
OBJECTIVE CAPITAL MANAGEMENT, LLC — moved its main office from PEPPER PIKE, OH to FAIRLAWN, OH. IAPD ↗
$304.7M RAUM · 4 reps · 216-468-1231 · ocmwealth.com
48
PACIFIC POINT ADVISORS, LLC — moved its main office from RANCHO SANTA FE, CA to SAN DIEGO, CA. IAPD ↗
$345.6M RAUM · 4 reps · 858-356-6600 · pacificpointcapital.com
48
GOLDEN STATE EQUITY PARTNERS, LLC — moved its main office from SOUTH COAST METRO, CA to DALLAS, TX. IAPD ↗
$880.4M RAUM · 25 reps · 866-273-1563 · heartmtwm.com
45
CHARLES SCHWAB & CO., INC. — moved its main office from SAN FRANCISCO, CA to LONE TREE, CO. IAPD ↗
$0 RAUM · 3692 reps · 415-667-7000
45
MAIN STREET FINANCIAL — moved its main office from HARRISON, NY to PURCHASE, NY. IAPD ↗
$61.3M RAUM · 3 reps · 914-698-8303 · mainstfinancial.com
45
CAMPION ASSET MANAGEMENT, LLC — moved its main office from FALLS CHURCH, VA to FAIRFAX, VA. IAPD ↗
$203.8M RAUM · 3 reps · 703-848-0399 · campionam.com
45
REDBLACK ADVISERS, INC. — moved its main office from ATLANTA, GA to ORADELL, NJ. IAPD ↗
$124.0M RAUM · 3 reps · 800-607-3340
45
SCHWAB WEALTH ADVISORY, INC. — moved its main office from SAN FRANCISCO, CA to LONE TREE, CO. IAPD ↗
$0 RAUM · 987 reps · 415-667-7000
45
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC — moved its main office from MILL VALLEY, CA to SAUSALITO, CA. IAPD ↗
$137.6M RAUM · 2 reps · 415.287-5100 · nollmac.com
45
WEALTHBUILDERS INVESTMENTS — moved its main office from ENGLEWOOD, CO to GREENWOOD VILLAGE, CO. IAPD ↗
$122.3M RAUM · 5 reps · 972-719-2557 · thekingdomfinanceshow.buzzsprout.co
45
LEGACY PCG, LLC — moved its main office from IRVINE, CA to NEWPORT, CA. IAPD ↗
$206.2M RAUM · 2 reps · (949) 207-3241 · legacypcg.com
45
MAVROS CAPITAL MANAGEMENT, LLC — moved its main office from LOS ANGELES, CA to NEW YORK, NY. IAPD ↗
$32.1M RAUM · 3 reps · (424) 522-2524 · mavrosgroup.com
45
SMITH & CO ADVISORY LLC — moved its main office from FRANKLIN, TN to SPRING HILL, TN. IAPD ↗
$129.4M RAUM · 2 reps · (615) 682-4383 · smithcoadvisory.com
45
DISHMI CAPITAL, LLC — moved its main office from SOUTH PASADENA, CA to PASADENA, CA. IAPD ↗
$144.2M RAUM · 1 reps · (323) 835-5560 · dishmicap.com
45
MEEDER PUBLIC FUNDS, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗institutional
$59.25B RAUM · 34 reps · 866-633-3371
45
SMITH CAPITAL INVESTORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$12.45B RAUM · 12 reps · 303-597-5555
40
LEXINGTON ADVISORS LLC — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$2.66B RAUM · 165 reps · 212-754-0411
40
ALTARIS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$9.70B RAUM · 35 reps · 212-931-0250 · altariscap.com
40
IFM INVESTORS (US) ADVISOR, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$40.23B RAUM · 63 reps · 212-784-2260
40
LEXINGTON PARTNERS L.P. — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$79.27B RAUM · 165 reps · 212-754-0411 · lexingtonpartners.com
40
BLUEARC CAPITAL MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$2.44B RAUM · 7 reps · 404-419-6130 · bluearccapital.com
40
COLLABORATIVE FUND ADVISORS — added office(s): 1 -> 3 additional locations. IAPD ↗institutional
$39.0M RAUM · 7 reps · 203-629-3300 · anydrusfunds.com
38
CLEARLIST CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$434.1M RAUM · 2 reps · 212-207-1350 · clearlist.com
35
CF PRIVATE EQUITY, INC. — moved its main office from WILTON, CT to NORWALK, CT. IAPD ↗fund
$15.78B RAUM · 38 reps · 203-563-5000 · cfprivateequity.com
35
COMMONFUND OCIO, INC. — moved its main office from WILTON, CT to NORWALK, CT. IAPD ↗fund
$22.66B RAUM · 33 reps · 203-563-5000
35
SWANDER PACE CAPITAL — moved its main office from SAN FRANCISCO, CA to BEDMINSTER, NJ. IAPD ↗fund
$1.09B RAUM · 18 reps · 908-719-2322 · spcap.com
35
PINEGROVE ADVISER LLC — moved its main office from NEW YORK, NY to SAN FRANCISCO, CA. IAPD ↗fund
$2.05B RAUM · 12 reps · 626-676-0710 · pinegrove.vc
35
TRIARTISAN CAPITAL ADVISORS LLC — moved its main office from NEW YORK, NY to WEST PALM BEACH, FL. IAPD ↗fund
$1.26B RAUM · 5 reps · (561) 295-3485 · triartisan.com
33
CORSAIR CAPITAL MANAGEMENT, L.P. — moved its main office from SCARSDALE, NY to NEW YORK, NY. IAPD ↗fund
$643.5M RAUM · 2 reps · 212-949-3000 · corsaircap.com
30
SQUARE NINE CAPITAL, LP — moved its main office from NEW YORK, NY to LOS ANGELES, CA. IAPD ↗fund
$181.5M RAUM · 5 reps · 818-254-7459
25
RAYMOND JAMES (USA) LTD — added office(s): 65 -> 76 additional locations. IAPD ↗foreign
$1.99B RAUM · 145 reps · 877-570-7558 · rjlu.com
25
1832 ASSET MANAGEMENT U.S. INC. — added office(s): 30 -> 37 additional locations. IAPD ↗foreign
$1.43B RAUM · 113 reps · 416-840-7986
25
CARDINAL CAPITAL MANAGEMENT, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗foreign
$4.02B RAUM · 16 reps · 1-800-310-4664
20
PARADICE INVESTMENT MANAGEMENT LLC — moved its main office from DENVER, CO to SYDNEY, . IAPD ↗foreign
$1.39B RAUM · 4 reps · 720-751-2100

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.