← Tributary

Office IT & facilities — February 2026

Managed IT, telecom, and facilities for new offices.

153 firms opened this window in the February 2026 SEC roster: 117 new office, 36 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
RBC CAPITAL MARKETS, LLC — added office(s): 360 -> 382 additional locations. IAPD ↗
$310.43B RAUM · 5908 reps · 212-858-7000 · us.rbcwealthmanagement.com
55
RBC SECURITIES, INC. — added office(s): 18 -> 24 additional locations. IAPD ↗
$1.52B RAUM · 124 reps · 310-888-6400 · cnr.com
55
SAVANT WEALTH MANAGEMENT — added office(s): 45 -> 46 additional locations. IAPD ↗
$38.13B RAUM · 178 reps · 815-227-0300
55
VALLEY WEALTH MANAGERS, INC. — added office(s): 11 -> 12 additional locations. IAPD ↗
$2.32B RAUM · 34 reps · 888-794-7940 · valley.com
55
COOPER MCMANUS — added office(s): 24 -> 25 additional locations. IAPD ↗
$2.56B RAUM · 44 reps · 800-516-5333 · fcguides.com
55
STEEL GROVE CAPITAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.36B RAUM · 7 reps · 901-498-6300 · steelgrove.com
55
RBC ROCHDALE, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$72.96B RAUM · 138 reps · 212-702-3500
55
CERTUITY, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$3.10B RAUM · 10 reps · 561-693-3255 · certuity.com
55
MCF ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$3.33B RAUM · 18 reps · 859-967-0999
55
ELEVATION POINT WEALTH PARTNERS, LLC — added office(s): 8 -> 11 additional locations. IAPD ↗
$2.43B RAUM · 20 reps · 303-382-2880 · superiorwealth.net
55
WHALEROCK POINT PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.04B RAUM · 4 reps · 401-228-7799 · wrpoint.com
55
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC — added office(s): 92 -> 95 additional locations. IAPD ↗
$2.57B RAUM · 113 reps · 407-254-1500 · iaac.com
55
CONNECTICUT WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$3.71B RAUM · 40 reps · 860-470-0290 · vimeo.com
55
DESCHUTES INVESTMENT CONSULTING, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.47B RAUM · 7 reps · 503-224-3700 · deschutesinvestment.com
55
SUMMIT GLOBAL INVESTMENTS, LLC — added office(s): 6 -> 10 additional locations. IAPD ↗
$1.92B RAUM · 12 reps · 888-251-4847 · sgimutualfunds.com
55
TD PRIVATE CLIENT WEALTH LLC — added office(s): 36 -> 221 additional locations. IAPD ↗
$8.26B RAUM · 482 reps · 877-703-9896 · td.com
55
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$4.96B RAUM · 27 reps · 803-231-3492
55
NORTHROCK PARTNERS, LLC — added office(s): 16 -> 19 additional locations. IAPD ↗
$6.60B RAUM · 50 reps · (612) 367-8800 · northrockberkeley.com
55
SOUND INCOME STRATEGIES, LLC — added office(s): 84 -> 99 additional locations. IAPD ↗
$4.18B RAUM · 134 reps · 954-487-1860 · thecapitalizedretirement.com
55
BEACON TRUST — added office(s): 2 -> 4 additional locations. IAPD ↗
$4.35B RAUM · 38 reps · 973-377-8090
55
ALTRAVUE CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.54B RAUM · 3 reps · 425 455-8896 · altravue.com
55
PINEBRIDGE INVESTMENTS LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
$71.09B RAUM · 115 reps · (646) 857-8000
55
FACET — added office(s): 0 -> 25 additional locations. IAPD ↗
$6.04B RAUM · 55 reps · (443)376-6222
55
SGROI WEALTH ADVISORY GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.36B RAUM · 14 reps · 716-674-6700 · sgroilawley.com
55
ROOT FINANCIAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.15B RAUM · 59 reps · (760) 452-0720
55
ONEPOINT BFG WEALTH PARTNERS — added office(s): 20 -> 21 additional locations. IAPD ↗
$12.13B RAUM · 96 reps · (973) 575-4180 · bleakley.com
55
SAVVY — added office(s): 39 -> 42 additional locations. IAPD ↗
$1.30B RAUM · 52 reps · 833-745-6789 · savvywealth.com
55
VESTGEN ADVISORS, LLC — added office(s): 9 -> 14 additional locations. IAPD ↗
$3.47B RAUM · 30 reps · 312-237-4446 · vestgen.com
55
ASCENTIS INDEPENDENT ADVISORS, LLC — added office(s): 19 -> 28 additional locations. IAPD ↗
$1.65B RAUM · 25 reps · 866-273-1563 · marshallwealthadvisors.com
55
INDIVISIBLE PARTNERS — added office(s): 1 -> 5 additional locations. IAPD ↗
$1.55B RAUM · 3 reps · 732-306-5490 · linkedin.company
55
EVOLVE PRIVATE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.15B RAUM · 10 reps · (424) 500-4601 · evolvepw.com
55
BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$55.22B RAUM · 29 reps · 212-483-1818 · bbh.com
55
EMERALD INVESTMENT ADVISERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.26B RAUM · 12 reps · 717-556-8900 · teamemerald.com
53
KUTSCHER BENNER BARSNESS & STEVENS, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$627.8M RAUM · 6 reps · 206-462-6100 · krbfinancial.com
53
ESSEX LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$649.3M RAUM · 7 reps · 847-777-7800
53
REA WEALTH MANAGEMENT — added office(s): 4 -> 7 additional locations. IAPD ↗
$892.3M RAUM · 11 reps · 330-308-9707 · invp.com
53
JOHN A. WOLFE & ASSOCIATES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$560.7M RAUM · 1 reps · 269-324-1988
53
AMERICAN FINANCIAL & TAX STRATEGIES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$279.4M RAUM · 1 reps · 212-315-0345 · theintelligentdecision.com
53
CENTENNIAL WEALTH ADVISORY, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$397.1M RAUM · 10 reps · 231-995-9575 · cen-wealth.com
53
WEST FINANCIAL ADVISORS, L.L.C. — added office(s): 0 -> 1 additional locations. IAPD ↗
$674.2M RAUM · 6 reps · 515-284-1011
53
KEATING FINANCIAL ADVISORY SERVICES — added office(s): 5 -> 6 additional locations. IAPD ↗
$330.0M RAUM · 30 reps · 785-537-0366 · theweddleteam.com
53
GLOBAL TRUST — added office(s): 1 -> 2 additional locations. IAPD ↗
$384.5M RAUM · 7 reps · 561-472-0191
53
CHRISTY CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$295.4M RAUM · 10 reps · 478-314-2160 · christycapital.com
53
POST OAK PRIVATE WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$390.9M RAUM · 7 reps · 281-580-2100 · postoakprivatewealth.com
53
INVESTOR FAN — added office(s): 13 -> 14 additional locations. IAPD ↗
$427.7M RAUM · 14 reps · 425-372-7517 · panfili-financial.com
53
ACORN WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$429.9M RAUM · 5 reps · 810-953-4444 · acornwealthadvisors.com
53
WARREN STREET WEALTH ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$457.8M RAUM · 10 reps · 714-876-6200
53
FLOWER CITY CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$333.6M RAUM · 2 reps · 585-236-8501
53
R2 WEALTH MANAGEMENT PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
$421.2M RAUM · 5 reps · 531-333-2728
53
SUMMIT WEALTH PARTNERS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$629.7M RAUM · 10 reps · 407-656-2252
53
MRA ADVISORY GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
$293.6M RAUM · 8 reps · 844.672.7623 · mraadvisory.com
53
AUCTUS ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$480.9M RAUM · 2 reps · 704 533-9880
53
SOUTHERN CAPITAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$514.9M RAUM · 5 reps · 731-265-6812 · southernadvisor.com
53
KINTRA WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$460.9M RAUM · 7 reps · 570-601-6960 · evergreenwealthsolutions.com
53
MID-AMERICAN WEALTH ADVISORY GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗
$335.6M RAUM · 6 reps · 816-640-5888
53
CONVERGENCE FINANCIAL — added office(s): 12 -> 13 additional locations. IAPD ↗
$703.4M RAUM · 13 reps · (573) 818-2264
53
MASON & ASSOCIATES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$403.9M RAUM · 6 reps · (757) 223-9898
53
AIRE ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$905.4M RAUM · 8 reps · 310-277-2473
53
BEACON BRIDGE WEALTH PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$426.6M RAUM · 6 reps · 484-533-6600
53
UPTICK PARTNERS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$688.1M RAUM · 7 reps · (936) 800-0800
53
BPM WEALTH ADVISORS, LLC — added office(s): 7 -> 15 additional locations. IAPD ↗
$268.3M RAUM · 3 reps · 415-421-5757 · bpm.com
53
SSB&T WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$445.1M RAUM · 3 reps · 830-997-7575 · ssbtwealth.com
53
ASSET ONE WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$435.6M RAUM · 7 reps · (425) 504-830 · assetone.com
50
MIAI, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$213.3M RAUM · 4 reps · 214-739-5677 · maplewoodinvestments.com
50
CAPITAL FINANCIAL GROUP, INC. — added office(s): 0 -> 3 additional locations. IAPD ↗
$237.4M RAUM · 2 reps · 303-629-7500
50
BENOLD FINANCIAL PLANNING — added office(s): 2 -> 3 additional locations. IAPD ↗
$139.1M RAUM · 2 reps · 512-818-1800 · benoldfp.com
50
ROYAL PALMS CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$101.1M RAUM · 1 reps · 310 265-5939 · royalpalmscapital.com
50
CORNERSTONE SELECT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$234.0M RAUM · 3 reps · 314-862-5155 · csastl.com
50
THE SHERRY GROUP, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$130.3M RAUM · 3 reps · 870-425-8252
50
INNOVATIVE ADVISORY GROUP — added office(s): 6 -> 7 additional locations. IAPD ↗
$160.5M RAUM · 9 reps · 781-577-2782
50
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — added office(s): 18 -> 21 additional locations. IAPD ↗
$212.1M RAUM · 28 reps · 212-687-5650 · alexandercapitalwealthmanagement.com
50
TENCAP WEALTH COACHING — added office(s): 9 -> 10 additional locations. IAPD ↗
$117.2M RAUM · 9 reps · (801) 221-2956
50
COHEN INVESTMENT ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$225.6M RAUM · 4 reps · (603) 232-8350 · investwithcohen.com
50
NOVA WEALTH MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$191.0M RAUM · 6 reps · 239-444-1794 · novawealthmanagement.com
50
PARADY WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$156.1M RAUM · 2 reps · 352-674-3911
50
MILLENNIAL ADVISERS, LLC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$58.7M RAUM · 12 reps · 646-532-2400
50
CASTLE ISLAND WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$121.2M RAUM · 2 reps · 561-208-3883 · castleislandwealth.com
50
CMG FINANCIAL CONSULTING — added office(s): 0 -> 1 additional locations. IAPD ↗
$149.6M RAUM · 2 reps · (877) 695-8004
50
TRANQUILLI FINANCIAL ADVISOR, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$199.4M RAUM · 2 reps · (908) 730-6234
50
HUDSON CAPITAL ADVISORY, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$133.0M RAUM · 3 reps · 716-277-2717 · hudsonadvisors.com
50
ABUNDO WEALTH — added office(s): 0 -> 10 additional locations. IAPD ↗
$0 RAUM · 10 reps · 612-502-5806
50
STRATEGIC ASSET MANAGEMENT LLC. — added office(s): 2 -> 4 additional locations. IAPD ↗
$218.3M RAUM · 10 reps · 888-526-8755 · strategicassetmgt.com
50
KINETIC WEALTH INVESTMENT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$214.5M RAUM · 3 reps · 440-250-9500
50
AVAIL INVESTMENT PARTNERS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$138.6M RAUM · 6 reps · 814-996-7206
50
CHILDFREE WEALTH — added office(s): 0 -> 4 additional locations. IAPD ↗
$20.7M RAUM · 4 reps · 662-222-1227
50
FAMILY FINANCIAL — added office(s): 2 -> 3 additional locations. IAPD ↗
$232.8M RAUM · 2 reps · (310) 598-8481 · familyfinancial.biz
50
FINANCIAL INDEPENDENCE ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$189.6M RAUM · 8 reps · 904-605-4545 · fiajacksonville.com
50
CALCULATED WEALTH — added office(s): 1 -> 3 additional locations. IAPD ↗
$200.8M RAUM · 4 reps · 608-400-4072 · calcwealth.com
50
CLARITY FINANCIAL ADVISORS LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$99.9M RAUM · 4 reps · (816) 786-5031 · theclarityfinancial.com
50
FORTHRIGHT CAPITAL ADVISORY — added office(s): 16 -> 19 additional locations. IAPD ↗
$65.0M RAUM · 28 reps · 725-712-3016 · forthrightcps.com
50
ENSPIRE WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$104.7M RAUM · 2 reps · (707) 525-1099 · enspirewealth.com
50
COASTAL WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$45.1M RAUM · 2 reps · 917-558-2468 · coastalprivatewealthmgmt.com
50
ARIMATHEA — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.7M RAUM · 4 reps · 707-813-7070 · arimatheainvesting.com
50
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$174.6M RAUM · 4 reps · 509-443-0845 · scfinancials.com
50
BLUE JEAN FINANCIAL LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$94.7M RAUM · 7 reps · (518) 406-8488
50
ZERO DAY CAPITAL ENTERPRISES LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
$30.7M RAUM · 15 reps · 702 271 3265 · zerodaycapital.com
50
BELMONT PRIVATE WEALTH — added office(s): 0 -> 3 additional locations. IAPD ↗
$192.1M RAUM · 3 reps · 314-566-9887 · belmontpw.com
50
MOMENTUM WEALTH PLANNING — added office(s): 0 -> 1 additional locations. IAPD ↗
$204.5M RAUM · 2 reps · 919-323-4219 · momentumwealthplanning.com
50
EXCELSIOR ADVISOR NETWORK LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
$150.0M RAUM · 4 reps · 303-351-6436 · bvprivatewealth.com
50
HOLISTIC FINANCE LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$7.9M RAUM · 4 reps · 808-746-7774 · holisticfinance.com
50
ASA ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$41.7M RAUM · 8 reps · 646-727-4151
50
ELEVATED PRIVATE WEALTH — added office(s): 3 -> 4 additional locations. IAPD ↗
$122.7M RAUM · 4 reps · 715-797-3358 · elevatedprivatewealth.com
50
PROTOCOL WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$126.0M RAUM · 3 reps · 720-439-9055 · protocolwealth.io
50
WESTWOOD GLOBAL INVESTMENTS — moved its main office from BOSTON, MA to PARK CITY, UT. IAPD ↗
$11.82B RAUM · 21 reps · 617-428-4040 · westwoodglobal.com
50
WHALEROCK POINT PARTNERS, LLC — moved its main office from PROVIDENCE, RI to WEST PALM BEACH, FL. IAPD ↗
$1.04B RAUM · 4 reps · 401-228-7799 · wrpoint.com
50
ANDINA FAMILY OFFICES — moved its main office from LEHI, UT to LOGAN, UT. IAPD ↗
$1.02B RAUM · 12 reps · 801-653-0564 · andinaadvisors.com
50
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC — moved its main office from DENVER, CO to COLUMBIA, SC. IAPD ↗
$4.96B RAUM · 27 reps · 803-231-3492
50
GOLDEN STATE WEALTH MANAGEMENT, LLC — moved its main office from SOUTH COAST METRO, CA to POWELL, WY. IAPD ↗
$1.84B RAUM · 47 reps · 866.273.1563 · rwmadvisors.com
50
FACET — moved its main office from BALTIMORE, MD to WEST PALM BEACH, FL. IAPD ↗
$6.04B RAUM · 55 reps · (443)376-6222
50
OBSIDIAN CIO, LLC — moved its main office from WARREN, NJ to NEW YORK, NY. IAPD ↗
$1.28B RAUM · 4 reps · 917-403-2622 · obsidiancio.com
50
ROOT FINANCIAL PARTNERS — moved its main office from ENCINITAS, CA to AUSTIN, TX. IAPD ↗
$2.15B RAUM · 59 reps · (760) 452-0720
50
TEAM HEWINS, LLC — moved its main office from REDWOOD CITY, CA to FOSTER CITY, CA. IAPD ↗
$3.43B RAUM · 18 reps · 650-620-3040 · teamhewins.com
50
VESTGEN ADVISORS, LLC — moved its main office from INVERNESS, IL to CHICAGO, IL. IAPD ↗
$3.47B RAUM · 30 reps · 312-237-4446 · vestgen.com
48
IMS CAPITAL MANAGEMENT — moved its main office from PORTLAND, OR to CLACKAMAS, OR. IAPD ↗
$406.9M RAUM · 6 reps · 503-788-4200
48
HAMEL ASSOCIATES,INC. — moved its main office from CHATHAM, NJ to CENTER VALLEY, PA. IAPD ↗
$514.6M RAUM · 5 reps · 973-665-1400 · hamelassociatesinc.com
48
FREEDOM INVESTMENT MANAGEMENT, INC. — moved its main office from HARTFORD, CT to SOUTH WINDSOR, CT. IAPD ↗
$605.5M RAUM · 6 reps · 860-291-1998
48
ASSET STRATEGY ADVISORS, LLC — moved its main office from NATICK, MA to WAYLAND, MA. IAPD ↗
$917.8M RAUM · 8 reps · 781-235-4426
48
LONGTAIL ALPHA, LLC — moved its main office from NEWPORT BEACH, CA to NEWPORT BEACH, FL. IAPD ↗
$822.4M RAUM · 6 reps · 949 706 8092 · longtailalpha.com
48
MRA ADVISORY GROUP — moved its main office from PARSIPPANY, NJ to SARASOTA, FL. IAPD ↗
$293.6M RAUM · 8 reps · 844.672.7623 · mraadvisory.com
48
OPTAS, LLC — moved its main office from AUSTIN, TX to DRIPPING SPRINGS, TX. IAPD ↗
$741.4M RAUM · 4 reps · 888-284-7139
48
NOMAD — moved its main office from MENLO PARK, CA to ORLANDO, FL. IAPD ↗
$448.6M RAUM · 22 reps · 1-888-998-2261
48
STRATEGIC ADVOCATES, LLC — moved its main office from LOGAN, UT to SACRAMENTO, CA. IAPD ↗
$433.8M RAUM · 3 reps · (888)247-7753 · strati.co
45
SASSER INVESTMENT MANAGEMENT, INC. — moved its main office from OAKLAND, CA to BERKELEY, CA. IAPD ↗
$110.5M RAUM · 2 reps · 510-835-0960 · sasserinvestments.com
45
CAPE ANN CAPITAL, INC. — moved its main office from MANCHESTER, MA to CONCORD, MA. IAPD ↗
$198.8M RAUM · 2 reps · 978-254-5841
45
TARHEEL ADVISORS, LLC — moved its main office from GREENSBORO, NC to CHAPEL HILL, NC. IAPD ↗
$137.8M RAUM · 2 reps · 984-271-1993
45
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC — moved its main office from SAUSALITO, CA to NEWPORT BEACH, CA. IAPD ↗
$137.6M RAUM · 2 reps · 415.287-5100 · nollmac.com
45
RESHAPE WEALTH — moved its main office from JERSEY CITY, NJ to BOCA RATON, FL. IAPD ↗
$171.9M RAUM · 1 reps · 646-626-7902
45
COASTLINE COMPLETE WEALTH LLC — moved its main office from BEAUFORT, SC to BLUFFTON, SC. IAPD ↗
$0 RAUM · 2 reps · 843-379-1300 · coastlinecw.com
45
FOREST CAPITAL MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$3.75B RAUM · 8 reps · 312-809-6010
40
POLARIS CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.45B RAUM · 10 reps · 617-951-1365 · polariscapital.com
40
MAGNETAR FINANCIAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$26.23B RAUM · 64 reps · 847-905-4400 · magnetar.com
40
GLG LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$5.80B RAUM · 31 reps · 212-649-6600 · man.com
40
IIC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$125.0M RAUM · 5 reps · 248-339-9808
40
ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.15B RAUM · 7 reps · 617-951-9400 · ago.adventinternational.com
40
MAGNETAR ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$209.0M RAUM · 23 reps · 847-905-4400 · magnetar.com
40
LMR PARTNERS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$77.25B RAUM · 42 reps · 6468915738 · lmrpartners.com
40
BORNITE CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.13B RAUM · 4 reps · 6467795266 · bornitecapital.com
40
BOXER CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.39B RAUM · 11 reps · 858.400.3115 · boxercap.com
40
O'CONNOR ALTERNATIVE INVESTMENTS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$10.27B RAUM · 4 reps · 212-915-1722
40
SUNAMERICA ASSET MANAGEMENT, LLC — moved its main office from JERSEY CITY, NJ to NEW YORK, NY. IAPD ↗institutional
$57.42B RAUM · 8 reps · 610-249-9586 · venerable.onlineprospectus.net
38
DISRUPTIVE TECHNOLOGY ADVISERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$890.7M RAUM · 3 reps · (214) 668-1536 · disruptive.tech
38
AMHERST CAPITAL MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$782.6M RAUM · 9 reps · 212-593-6020
38
BEXIL ADVISERS LLC — moved its main office from ROCHESTER, NY to WALPOLE, NH. IAPD ↗institutional
$262.4M RAUM · 3 reps · 212-785-0900 · bexil.com
38
FI401K ADVISORS — moved its main office from GREENWOOD VILLAGE, CO to CENTENNIAL, CO. IAPD ↗institutional
$915.0M RAUM · 1 reps · 303-495-5890 · fi401k.com
35
MIDAS MANAGEMENT CORPORATION — moved its main office from ROCHESTER, NY to WALPOLE, NH. IAPD ↗institutional
$52.1M RAUM · 4 reps · 212-785-0900
35
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC — moved its main office from PITTSBURGH, PA to MOON TOWNSHIP, PA. IAPD ↗fund
$4.26B RAUM · 11 reps · 312-948-9899 · usitfund.com
35
ADVISORENGINE PORTFOLIO SOLUTIONS INC. — moved its main office from RALEIGH, NC to NEW YORK, NY. IAPD ↗institutional
$35.0M RAUM · 2 reps · 888-225-7216 · advisorengine-portfolio-solutions.com
33
FRESHFORD CAPITAL MANAGEMENT, LLC — moved its main office from RYE BROOK, NY to HARRISON, NY. IAPD ↗fund
$763.8M RAUM · 5 reps · 914-949-0250 · freshfordcapital.com
33
ANGELENO GROUP, LLC — moved its main office from LOS ANGELES, CA to BEVERLY HILLS, CA. IAPD ↗fund
$532.0M RAUM · 7 reps · 310-552-2790 · angelenogroup.com
33
DISRUPTIVE TECHNOLOGY ADVISERS LLC — moved its main office from AUSTIN, TX to DALLAS, TX. IAPD ↗fund
$890.7M RAUM · 3 reps · (214) 668-1536 · disruptive.tech
33
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC — moved its main office from MENLO PARK, CA to PALO ALTO, CA. IAPD ↗fund
$985.0M RAUM · 1 reps · 650-303-6964 · oliveam.com
30
NEW CATALYST — moved its main office from MCLEAN, VA to WASHINGTON, DC. IAPD ↗fund
$185.0M RAUM · 7 reps · 202-240-8775 · newcatalystsp.com
25
MONTRUSCO BOLTON INVESTMENTS INC. — added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$12.26B RAUM · 13 reps · 514-842-6464 · montruscobolton.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.