← Tributary

Office IT & facilities — March 2026

Managed IT, telecom, and facilities for new offices.

162 firms opened this window in the March 2026 SEC roster: 137 new office, 25 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
U.S. BANCORP ADVISORS, LLC — added office(s): 147 -> 1790 additional locations. IAPD ↗
$1.52B RAUM · 126 reps · 800-888-4700 · usbank.com
55
LINSCOMB WEALTH, INC. — added office(s): 4 -> 6 additional locations. IAPD ↗
$5.21B RAUM · 25 reps · 713-840-1000 · linscombwealth.com
55
MACKAY SHIELDS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$151.64B RAUM · 79 reps · 212-758-5400 · newyorklifeinvestments.com
55
EMBREE FINANCIAL GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
$2.64B RAUM · 14 reps · 312-527-5565
55
CALIFORNIA FINANCIAL ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
$2.26B RAUM · 14 reps · 925.275.1000
55
ECLECTIC ASSOCIATES, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.47B RAUM · 10 reps · 714-738-0220 · eclecticassociates.com
55
NATURAL INVESTMENTS — added office(s): 15 -> 18 additional locations. IAPD ↗
$2.05B RAUM · 24 reps · 707-758-0171 · naturalinvestments.com
55
AA FINANCIAL ADVISORS, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$1.01B RAUM · 10 reps · 614-442-3355
55
THE RETIREMENT PLANNING GROUP, LLC — added office(s): 11 -> 13 additional locations. IAPD ↗
$4.45B RAUM · 28 reps · 913-498-8898
55
ARAX ADVISORY PARTNERS — added office(s): 20 -> 35 additional locations. IAPD ↗
$11.30B RAUM · 55 reps · 303-633-5900 · kleinhenzwealth.com
55
PROSPERITY - AN EISNERAMPER COMPANY — added office(s): 12 -> 13 additional locations. IAPD ↗
$3.20B RAUM · 56 reps · 410-363-7211 · prosperityconsult.com
55
ELEVATION POINT WEALTH PARTNERS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$2.43B RAUM · 20 reps · 303-382-2880 · besterwealth.com
55
CAPRICORN INVESTMENT GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$12.47B RAUM · 12 reps · 650-331-8800 · capricornllc.com
55
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.01B RAUM · 8 reps · (920) 882-5299
55
SELECT MONEY MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.49B RAUM · 8 reps · 3107122323 · seia.com
55
FOCUS PARTNERS WEALTH, LLC — added office(s): 87 -> 112 additional locations. IAPD ↗
$181.86B RAUM · 1025 reps · (314) 725-0455
55
ACCUMULUS CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.74B RAUM · 7 reps · 212-490-7570 · accumuluscapital.com
55
SHEPHERD FINANCIAL PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.14B RAUM · 8 reps · (781) 756-1804
55
FOURSTAR WEALTH ADVISORS, LLC — added office(s): 26 -> 27 additional locations. IAPD ↗
$1.24B RAUM · 45 reps · (312) 667-1750 · timeto.planyourexitstrategy.com
55
ALPHACORE CAPITAL LLC — added office(s): 17 -> 23 additional locations. IAPD ↗
$9.03B RAUM · 69 reps · 858-875-4100 · alphacore.com
55
ONE DAY IN JULY LLC — added office(s): 5 -> 9 additional locations. IAPD ↗
$1.36B RAUM · 13 reps · (802) 503-8280
55
LIBERTY WEALTH MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.47B RAUM · 18 reps · 510-658-1880
55
TCP ASSET MANAGEMENT, LLC — added office(s): 11 -> 13 additional locations. IAPD ↗
$1.18B RAUM · 21 reps · 614-761-9378 · tcpasset.com
55
VALLEY WEALTH STRATEGIES, LLC — added office(s): 19 -> 21 additional locations. IAPD ↗
$1.45B RAUM · 26 reps · (209) 366-1264 · zukfinancial.com
55
PROMETHOS CAPITAL, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$1.27B RAUM · 5 reps · 617-535-9240
55
WEDMONT PRIVATE CAPITAL — added office(s): 7 -> 8 additional locations. IAPD ↗
$3.44B RAUM · 11 reps · (610) 885-8200 · wedmont.com
55
CS MCKEE — added office(s): 1 -> 2 additional locations. IAPD ↗
$11.65B RAUM · 19 reps · 412-566-1234
55
GREAT WATERS FINANCIAL — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.24B RAUM · 23 reps · 612-360-2127
55
ASSUREDPARTNERS INVESTMENT ADVISORS — added office(s): 16 -> 17 additional locations. IAPD ↗
$3.88B RAUM · 38 reps · 407-708-0050 · apadvisors.com
55
PALLAS CAPITAL ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$4.31B RAUM · 23 reps · (781) 971-5052 · pallascapitaladvisors.com
55
PERFORMANCE WEALTH — added office(s): 2 -> 6 additional locations. IAPD ↗
$4.09B RAUM · 11 reps · (630) 686-5715
55
DAYMARK WEALTH PARTNERS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$5.04B RAUM · 21 reps · 513-838-2520 · music.amazon.com
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 42 -> 43 additional locations. IAPD ↗
$9.90B RAUM · 164 reps · 813-709-8800 · headretirement.com
55
ROBINHOOD ASSET MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.52B RAUM · 138 reps · 650-940-2700 EXT 31450
55
JEFFERIES INVESTMENT ADVISERS LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$3.42B RAUM · 107 reps · 212-284-2300 · jefferies.com
55
STIFEL CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.49B RAUM · 1 reps · 212-328-1000 · stifelcapitalmanagement.com
55
DIVERSIFIED, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$2.08B RAUM · 28 reps · 302-765-3500
53
RIGGS ASSET MANAGEMENT CO INC — added office(s): 1 -> 2 additional locations. IAPD ↗
$640.0M RAUM · 8 reps · 570-823-3383 · riggsadvisors.com
53
DEW WEALTH MANAGEMENT — added office(s): 13 -> 16 additional locations. IAPD ↗
$361.9M RAUM · 20 reps · 480-614-9119
53
WMS ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$280.9M RAUM · 5 reps · 301-294-7804
53
SAXONY CAPITAL MANAGEMENT, LLC — added office(s): 18 -> 19 additional locations. IAPD ↗
$367.9M RAUM · 0 reps · 314-963-9336
53
DBS INVESTMENT ADVISERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$280.2M RAUM · 5 reps · 989-686-6222 · thedbscompanies.com
53
FINANCIAL INSTITUTION SERVICES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$258.7M RAUM · 2 reps · 248-661-8190 · adviceman.net
53
THE MARSHALL FINANCIAL GROUP LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$735.6M RAUM · 10 reps · (410) 563-1190 · marshallfinancialgroup.com
53
IRONWOOD FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$574.9M RAUM · 6 reps · 520-318-4600 · ironwoodfinancial.com
53
MARKET STREET WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$837.0M RAUM · 10 reps · (610) 692-3200 · marketstreetwealth.net
53
THE O'DONNELL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$492.0M RAUM · 2 reps · 530-564-0960
53
BCU WEALTH ADVISORS, LLC — added office(s): 16 -> 17 additional locations. IAPD ↗
$653.6M RAUM · 3 reps · 847-932-8007 · uhgcu.org
53
COMMONS CAPITAL, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$307.4M RAUM · 6 reps · (617) 431-7200
53
ALLIANCE WEALTH MANAGEMENT GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$517.4M RAUM · 6 reps · (908) 751-7090 · alliancewmg.com
53
MPWM ADVISORY SOLUTIONS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$320.5M RAUM · 12 reps · 678-566-4001
53
FOUNDER FAMILY FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$321.0M RAUM · 1 reps · 843-621-0435 · f3financial.com
53
RUBICON ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
$420.7M RAUM · 19 reps · 530-223-5357
53
BCS PRIVATE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$469.7M RAUM · 4 reps · 732-291-7272 · bc-wm.com
53
GREAT OAK CAPITAL PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$477.9M RAUM · 5 reps · (508) 230-7100
53
MAGNATE ADVISORY SERVICES, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$260.9M RAUM · 6 reps · (502) 855-3160
53
CAPITOL PRIVATE WEALTH GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$562.1M RAUM · 7 reps · (703) 226-0008 · capitolpwg.com
53
IAMS WEALTH MANAGEMENT, LLC — added office(s): 41 -> 44 additional locations. IAPD ↗
$397.2M RAUM · 53 reps · (888)255-7670
53
FINANCIAL SERVICES OF AMERICA ADVISORS — added office(s): 2 -> 4 additional locations. IAPD ↗
$573.4M RAUM · 31 reps · (800) 977-9292 · fsa1.com
53
SHARP FINANCIAL — added office(s): 6 -> 7 additional locations. IAPD ↗
$391.9M RAUM · 5 reps · (215) 659-2130 · sharpllc.com
53
RANGE FINANCIAL GROUP, LLC — added office(s): 1 -> 7 additional locations. IAPD ↗
$408.1M RAUM · 7 reps · 503-482-4400
53
LANTZ FINANCIAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$994.1M RAUM · 6 reps · 331-204-6230
53
COREPATH WEALTH PARTNERS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$261.2M RAUM · 5 reps · (480) 448-0334 · corepathwealthpartners.com
53
GAMMA ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$424.8M RAUM · 8 reps · 787-957-3260 · gammaam.com
53
BIRCHCREEK WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$300.1M RAUM · 3 reps · (937) 567-0646
53
626 FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$379.6M RAUM · 5 reps · (269) 321-5040 · 626financial.com
53
ALIGN FINANCIAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$433.7M RAUM · 5 reps · 218-336-2506 · align.financial
53
ROTH FINANCIAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$460.1M RAUM · 3 reps · 281-973-8816 · rothfinancialpartners.com
53
INTEGRATED QUANTITATIVE INVESTMENTS LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$844.8M RAUM · 5 reps · 617-686-2008 · integratedquant.com
53
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$254.6M RAUM · 1 reps · 972-833-2684
53
MILESTONE ASSET MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$690.7M RAUM · 13 reps · 412-643-3058
53
WEALTH EFFECTS — added office(s): 6 -> 10 additional locations. IAPD ↗
$472.0M RAUM · 9 reps · 617-465-2560 · w-effects.com
53
TRANSCE3ND LLC — added office(s): 16 -> 17 additional locations. IAPD ↗
$418.9M RAUM · 42 reps · 512-268-9220 · transcendim.com
53
ATLAS FIDUCIARY SERVICES, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$269.3M RAUM · 4 reps · 603-581-7125 · afgplanning.com
53
CACHE ADVISORS LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$962.1M RAUM · 5 reps · 2137881501
53
PETROS FAMILY WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$341.6M RAUM · 8 reps · (612) 643-9995 · petrosfw.com
53
FOGUTH WEALTH MANAGEMENT, LLC. — added office(s): 10 -> 14 additional locations. IAPD ↗
$825.1M RAUM · 32 reps · (810) 522-5650
53
ADAPT WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$469.2M RAUM · 10 reps · 404-594-5559 · adaptwealthadvisors.com
53
LIBERTY SQUARE WEALTH PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$567.8M RAUM · 5 reps · (610) 865-5803 · libertysquarewealth.com
53
MARKET INVESTMENT GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$416.4M RAUM · 19 reps · 316-252-8707 · retirementhelp.com
53
SONOMA ALLOCATIONS — added office(s): 0 -> 1 additional locations. IAPD ↗
$350.0M RAUM · 4 reps · 707-490-8842 · sonomaallocations.com
53
LIVET WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$322.2M RAUM · 2 reps · 801-893-8320 · livetwealth.com
50
BROOKER WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$136.4M RAUM · 5 reps · 510-638-1815 · brooker-cpa.com
50
VIP PLANNERS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$126.2M RAUM · 3 reps · 5403421895 · vipplanners.com
50
MINERVA PLANNING GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗
$236.9M RAUM · 3 reps · 404-816-6688
50
FOOTPRINTS ASSET MANAGEMENT & RESEARCH, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
$41.9M RAUM · 2 reps · 402-445-9333
50
TWENTY TWENTY INVESTMENT ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$139.0M RAUM · 4 reps · 509-892-3512
50
NEW ENGLAND SCHOONER, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$130.8M RAUM · 4 reps · 978-977-4757 · neschooner.com
50
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$227.6M RAUM · 14 reps · (949) 261-7726
50
KEEN CAPITAL, LTD — added office(s): 2 -> 3 additional locations. IAPD ↗
$179.7M RAUM · 3 reps · 803-941-4444 · coreadvisors.com
50
NATURAL BRIDGES FINANCIAL ADVISORS — added office(s): 0 -> 3 additional locations. IAPD ↗
$155.8M RAUM · 3 reps · 831-421-0700
50
BELLWETHER INVESTMENT GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$155.1M RAUM · 6 reps · 423-698-6256 · focuspointefinancial.com
50
COLLAR CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$176.3M RAUM · 3 reps · 920-830-1556 · collarcapital.com
50
DESERT ROSE CAPITAL MANAGEMENT, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$192.1M RAUM · 10 reps · 208 297-2710 · desertrosecapital.com
50
NORTH RIDGE — added office(s): 0 -> 1 additional locations. IAPD ↗
$216.0M RAUM · 3 reps · 503-206-8784
50
NOVUS ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$202.9M RAUM · 3 reps · 864-272-3579
50
GUIDANCE POINT RETIREMENT SERVICES, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$88.2M RAUM · 6 reps · 207-358-3099
50
LUMINIST CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$104.6M RAUM · 4 reps · 616-600-4517
50
STONE STEPS FINANCIAL, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$105.4M RAUM · 4 reps · 760-456-7147
50
APTUS FINANCIAL, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$0 RAUM · 10 reps · 501-907-1993
50
SEEDSAFE FINANCIAL LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$125.2M RAUM · 4 reps · 360-602-1274 · seedsafefinancial.com
50
URBAN WEALTH MANAGEMENT OR UWM — added office(s): 0 -> 1 additional locations. IAPD ↗
$202.1M RAUM · 4 reps · 424-277-2260
50
KEYSTONE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$137.4M RAUM · 1 reps · (319) 883-3096 · keystonewealth.com
50
TOBERMAN BECKER WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$170.8M RAUM · 3 reps · (314) 900-1404
50
SIGNAL TREE FINANCIAL PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$213.4M RAUM · 5 reps · (330) 590-5937
50
BLUEPRINT FINANCIAL ADVISORS — added office(s): 15 -> 16 additional locations. IAPD ↗
$201.5M RAUM · 17 reps · 844-200-2568 · bluegrasscapadv.com
50
PINNACLE WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$211.1M RAUM · 3 reps · 916-772-0807 · pinnacle-mgmt.com
50
RPR FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$162.1M RAUM · 4 reps · 913-274-1452
50
OXFORD WEALTH GROUP, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
$235.9M RAUM · 8 reps · 407-495-2004
50
SLP WEALTH — added office(s): 16 -> 17 additional locations. IAPD ↗
$63.7M RAUM · 16 reps · (910) 315-0973 · slpwealth.com
50
NECTARINE — added office(s): 24 -> 29 additional locations. IAPD ↗
$0 RAUM · 28 reps · (858) 779-0115
50
APFORIA — added office(s): 2 -> 6 additional locations. IAPD ↗
$101.9M RAUM · 9 reps · (833) 780-2487
50
AVISE FINANCIAL — added office(s): 2 -> 3 additional locations. IAPD ↗
$169.4M RAUM · 6 reps · 310-807-5778
50
PRIVATE CLIENT ADVISOR GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$110.0M RAUM · 6 reps · 516-241-3934 · privateclientadvisor.net
50
STURMAN WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$116.4M RAUM · 2 reps · (434) 201-2255 · sturmanwealth.com
50
STRIVE FINANCIAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$188.0M RAUM · 6 reps · (317) 590-0146 · firefighterfinancialadvisor.com
50
PRESTIGE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$148.4M RAUM · 5 reps · 8176378121
50
FINANCIAL JUSTUS — added office(s): 0 -> 1 additional locations. IAPD ↗
$169.3M RAUM · 1 reps · 262-240-4002
50
CSI GROUP ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 5 reps · (732) 224-3990
50
TWENTY-FIVE CAPITAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 3 reps · 9255776909
50
OCEAN PATH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 5 reps · 310 302 7685 · oceanpath.com
50
STILLWATER PRIVATE WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 2 reps · 6102910232 · swprivatewealth.com
50
U.S. BANCORP ADVISORS, LLC — moved its main office from GLENDALE, CA to SAINT PAUL, MN. IAPD ↗
$1.52B RAUM · 126 reps · 800-888-4700 · usbank.com
50
MATTER FAMILY OFFICE — moved its main office from CLAYTON, MO to ST LOUIS, MO. IAPD ↗
$3.55B RAUM · 40 reps · 314-862-5190
50
SC&H WEALTH — moved its main office from SPARKS, MD to HUNT VALLEY, MD. IAPD ↗
$1.23B RAUM · 20 reps · 410-403-1500
50
SELECT MONEY MANAGEMENT, INC. — moved its main office from ALISO VIEJO, CA to LOS ANGELES, CA. IAPD ↗
$1.49B RAUM · 8 reps · 3107122323 · seia.com
50
NORTHCOAST ASSET MANAGEMENT LLC — moved its main office from CHICAGO, IL to STAMFORD, CT. IAPD ↗
$4.97B RAUM · 28 reps · (203) 532-7000
50
MODELL CAPITAL MANAGEMENT LLC — moved its main office from ROCHESTER, MI to BLOOMFIELD HILLS, MI. IAPD ↗
$1.88B RAUM · 3 reps · (248) 723-8000
48
MKT ADVISORS LLC — moved its main office from ESCONDIDO, CA to CARLSBAD, CA. IAPD ↗
$463.7M RAUM · 4 reps · (760) 658-8780
48
LONGTAIL ALPHA, LLC — moved its main office from NEWPORT BEACH, FL to NEWPORT BEACH, CA. IAPD ↗
$822.4M RAUM · 6 reps · 949 706 8092 · longtailalpha.com
48
PROSPERITY ADVISERS, LLC — moved its main office from FORT WASHINGTON, PA to HORSHAM, PA. IAPD ↗
$375.8M RAUM · 2 reps · 267-405-6166 · prosperityadvisers.com
48
EAGLE WEALTH STRATEGIES — moved its main office from WEST DEPTFORD, NJ to MULLICA HILL, NJ. IAPD ↗
$653.8M RAUM · 9 reps · 856-845-4005 · eaglewealthstrategies.com
45
AMERICAN FINANCIAL MANAGEMENT, LTD. — moved its main office from TOWSON, MD to OWINGS MILLS, MD. IAPD ↗
$31.6M RAUM · 2 reps · (443) 339-2115
45
GORDON ASSET MANAGEMENT LLC — moved its main office from AUSTIN, TX to WEST PALM BEACH, FL. IAPD ↗
$128.9M RAUM · 2 reps · 512-482-9600 · gordonasset.com
45
IUR CAPITAL, LLC — moved its main office from LONDON, to MIAMI, FL. IAPD ↗
$4.7M RAUM · 1 reps · 786-706-2595 · iurcapital.com
45
CARDEA CAPITAL ADVISORS, LLC — moved its main office from ALPHARETTA, GA to VERO BEACH, FL. IAPD ↗
$105.8M RAUM · 7 reps · 770-977-7779
45
INCOMPASS FINANCIAL PARTNERS, LLC — moved its main office from MARIETTA, GA to ALPHARETTA, GA. IAPD ↗
$192.0M RAUM · 3 reps · 770-971-9141 · incompassfp.com
45
ENSPIRE WEALTH MANAGEMENT, LLC — moved its main office from SAN RAFAEL, CA to SANTA ROSA, CA. IAPD ↗
$119.3M RAUM · 2 reps · (707) 525-1099 · enspirewealth.com
45
UNIFIMONEY RIA — moved its main office from SOMERVILLE, MA to AUSTIN, TX. IAPD ↗
$87,000 RAUM · 1 reps · 415-964-5877
45
AGF INVESTMENTS — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$4.92B RAUM · 23 reps · 617-292-9804
45
NEWFRONT RETIREMENT SERVICES, INC. — added office(s): 20 -> 22 additional locations. IAPD ↗institutional
$1.04B RAUM · 25 reps · 415-754-3635 · newfront.com
45
ACADEMY ASSET MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$1.29B RAUM · 3 reps · 646-341-6869 · academyassetmanagement.com
43
FLOWSTONE PARTNERS, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗institutional
$767.4M RAUM · 5 reps · 312-429-2419
40
VALOR EQUITY PARTNERS — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$26.08B RAUM · 70 reps · 312-683-1900
40
JEFFERIES RESEARCH SERVICES LLC — added office(s): 6 -> 7 additional locations. IAPD ↗institutional
$0 RAUM · 221 reps · 212-284-2300 · jefferies.com
40
LMR PARTNERS LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$77.25B RAUM · 42 reps · 6468915738 · lmrpartners.com
40
BURKEHILL GLOBAL MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.52B RAUM · 6 reps · 2124906760
40
BRIDGEPOINT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$15.86B RAUM · 18 reps · 212-324-5200 · bridgepoint.eu
40
COLLABORATIVE FUND ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$144.8M RAUM · 7 reps · 203-629-3300 · anydrusfunds.com
38
OLYMPUS PEAK ASSET MANAGEMENT LP — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$702.0M RAUM · 4 reps · 212-373-1195
35
CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$169.0M RAUM · 3 reps · 917-846-0764
35
1207 CAPITAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$138.0M RAUM · 4 reps · 312-690-6201 · cimarrongrp.com
35
LYNWOOD PRICE CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$207.9M RAUM · 3 reps · 512-521-0075
35
MPI INFINITE INVESTORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$0 RAUM · 2 reps · 480-695-3214 · mpiinfiniteinvestors.com
35
USA MUTUALS ADVISORS, INC. — moved its main office from DALLAS, TX to CONCORD, MA. IAPD ↗institutional
$73.7M RAUM · 2 reps · (312) 714-5596 · usamutuals.com (portal to fund sites)
35
SILVERBACK ASSET MANAGEMENT, LLC — moved its main office from CHAPEL HILL, NC to DURHAM, NC. IAPD ↗fund
$1.04B RAUM · 5 reps · 919-969-9300 · silverbackasset.com
35
SIRIS CAPITAL GROUP, LLC — moved its main office from NEW YORK, NY to WEST PALM BEACH, FL. IAPD ↗fund
$5.39B RAUM · 20 reps · 212-231-0095 · siris.com
35
ACASTA PARTNERS US LLC — moved its main office from LONDON, to BOCA RATON, FL. IAPD ↗fund
$4.72B RAUM · 2 reps · +44 20 7070 2500 · acasta.com
33
SIENA CAPITAL PARTNERS GP, LLC — moved its main office from CHICAGO, IL to EVANSTON, IL. IAPD ↗fund
$379.3M RAUM · 5 reps · 312-559-1850 · sienacapital.net
33
GULLANE CAPITAL, LLC — moved its main office from MEMPHIS, TN to JACKSONVILLE, FL. IAPD ↗fund
$250.9M RAUM · 1 reps · 901-766-1969 · gullanecapital-irm.investorflow.com
30
1207 CAPITAL GROUP, LLC — moved its main office from CHICAGO, IL to JUNEAU, AK. IAPD ↗fund
$138.0M RAUM · 4 reps · 312-690-6201 · cimarrongrp.com
30
GENERAL INNOVATION CAPITAL, LLC — moved its main office from MIAMI, FL to NEW YORK, NY. IAPD ↗fund
$200.0M RAUM · 6 reps · 917-816-1744

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.