← Tributary

Office IT & facilities — May 2026

Managed IT, telecom, and facilities for new offices.

116 firms opened this window in the May 2026 SEC roster: 96 new office, 20 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
HANTZ FINANCIAL SERVICES, INC. — added office(s): 19 -> 20 additional locations. IAPD ↗
$10.00B RAUM · 333 reps · 248-304-2855 · hantzgroup.com
55
BLOOM ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.62B RAUM · 11 reps · 248-932-5200
55
WEALTHSPIRE ADVISORS — added office(s): 22 -> 26 additional locations. IAPD ↗
$34.32B RAUM · 220 reps · (212) 973-1200
55
PLANCORP, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$9.94B RAUM · 48 reps · (636) 532-7824
55
ONEDIGITAL — added office(s): 83 -> 173 additional locations. IAPD ↗
$155.41B RAUM · 367 reps · 877-742-2021
55
SAVANT WEALTH MANAGEMENT — added office(s): 49 -> 65 additional locations. IAPD ↗
$49.57B RAUM · 238 reps · 815-227-0300
55
BRIGHTON JONES LLC — added office(s): 23 -> 24 additional locations. IAPD ↗
$18.88B RAUM · 156 reps · 206-258-5000
55
TRIBUTARY CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$1.90B RAUM · 13 reps · 877-458-0021 · tributarycapital.com
55
BEACON POINTE ADVISORS, LLC — added office(s): 65 -> 89 additional locations. IAPD ↗
$54.87B RAUM · 440 reps · 949-718-1600 · beaconpointefunds.com
55
TFO WEALTH PARTNERS — added office(s): 10 -> 11 additional locations. IAPD ↗
$5.66B RAUM · 55 reps · 419-891-9999
55
PKS ADVISORY SERVICES, LLC — added office(s): 22 -> 23 additional locations. IAPD ↗
$1.09B RAUM · 36 reps · (518) 426-5791 · woehlerfinancialgroup.com
55
GLASSMAN WEALTH SERVICES, LLC — added office(s): 15 -> 16 additional locations. IAPD ↗
$2.56B RAUM · 13 reps · 703-534-4444
55
THREE BELL CAPITAL LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$5.05B RAUM · 14 reps · 650-843-9836
55
B.O.S.S. RETIREMENT ADVISORS, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$1.38B RAUM · 49 reps · 801-990-5055
55
DESTINY WEALTH PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.50B RAUM · 11 reps · 352.343.2700 · destinywealthpartners.com
55
ALPHACORE CAPITAL LLC — added office(s): 23 -> 24 additional locations. IAPD ↗
$9.03B RAUM · 69 reps · 858-875-4100 · alphacore.com
55
SUMMIT TRAIL ADVISORS, LLC — added office(s): 16 -> 17 additional locations. IAPD ↗
$19.94B RAUM · 31 reps · 212-812-7010 · summittrail.com
55
ONESEVEN — added office(s): 37 -> 47 additional locations. IAPD ↗
$7.72B RAUM · 95 reps · 216-865-1700
55
THE FIDUCIARY ALLIANCE — added office(s): 23 -> 24 additional locations. IAPD ↗
$2.53B RAUM · 45 reps · 864-385-7999
55
BRYN MAWR TRUST ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$3.51B RAUM · 55 reps · 215.731.1820 · bmt.com
55
ONEPOINT BFG WEALTH PARTNERS — added office(s): 20 -> 21 additional locations. IAPD ↗
$15.13B RAUM · 104 reps · (973) 575-4180
55
PORTSIDE WEALTH GROUP, LLC — added office(s): 42 -> 43 additional locations. IAPD ↗
$1.43B RAUM · 47 reps · 385-412-1222
55
QUOTIENT WEALTH PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$4.61B RAUM · 29 reps · (469) 912-2522
55
LEGACY EDGE ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.23B RAUM · 16 reps · 516-447-4200
53
MCCLARREN FINANCIAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$453.0M RAUM · 8 reps · 814-235-1940
53
STONECREST ADVISORS, INC. — added office(s): 10 -> 12 additional locations. IAPD ↗
$398.8M RAUM · 24 reps · 866-342-1069 · stonecrestpartners.com
53
CORNERSTONE SELECT ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$315.3M RAUM · 4 reps · 314-862-5155 · csastl.com
53
DELTA INVESTMENT MANAGEMENT, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$856.7M RAUM · 25 reps · (415) 249-6337
53
RESEARCH FINANCIAL STRATEGIES — added office(s): 7 -> 8 additional locations. IAPD ↗
$251.6M RAUM · 6 reps · 301-294-7500 · rfsadvisors.com
53
MBM WEALTH CONSULTANTS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$476.7M RAUM · 7 reps · (636) 274-6262 · mbmadvisorservices.com
53
EQUITA FINANCIAL NETWORK, INC. — added office(s): 17 -> 18 additional locations. IAPD ↗
$391.0M RAUM · 15 reps · 800.604.0176
53
ALMANACK INVESTMENT PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
$945.9M RAUM · 13 reps · 484-580-2277 · whiteknightcapital.net
53
KINETIC INVESTMENT MANAGEMENT, INC. — added office(s): 15 -> 16 additional locations. IAPD ↗
$450.9M RAUM · 24 reps · (800) 711-4818
53
OASIS WEALTH PLANNING ADVISORS — added office(s): 14 -> 15 additional locations. IAPD ↗
$275.9M RAUM · 7 reps · (615) 933-3314 · oasiswealthatlanta.com
53
SHERWOOD FINANCIAL PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$293.8M RAUM · 3 reps · 805.870.5591
53
BLUEDOOR PRIVATE WEALTH, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
$337.3M RAUM · 4 reps · 781-810-4604 · bluedoorprivate.com
53
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$264.7M RAUM · 3 reps · 971-371-3444 · meritwealth.com
53
RETIRE AGILE — added office(s): 4 -> 5 additional locations. IAPD ↗
$433.7M RAUM · 5 reps · 218-336-2506 · align.financial
53
FAITH INVESTOR SERVICES — added office(s): 2 -> 3 additional locations. IAPD ↗
$279.7M RAUM · 6 reps · 314-214-1404
53
BLUEPRINT FINANCIAL ADVISORS — added office(s): 15 -> 17 additional locations. IAPD ↗
$966.6M RAUM · 28 reps · 844-200-2568 · buildyourblueprint.com
53
PACE FINANCIAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$362.1M RAUM · 9 reps · 971-727-8434 · pace-fa.com
53
BESPOKE ADVISORY — added office(s): 0 -> 1 additional locations. IAPD ↗
$284.0M RAUM · 9 reps · 877-777-6845 · bespokeadvisory.io
53
SEVEN MILE ADVISORY LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$416.8M RAUM · 4 reps · 212-365-5562
53
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. — added office(s): 4 -> 6 additional locations. IAPD ↗
$367.0M RAUM · 7 reps · 914-427-8036
53
SAND CREEK CAPITAL, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$471.2M RAUM · 8 reps · 208-356-9022 · sandcreekcap.com
53
RELATION WEALTH MANAGEMENT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$541.2M RAUM · 5 reps · (918) 999-9138 · relationwealth.com
53
INFLECTION CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$365.6M RAUM · 8 reps · 415-450-6556
53
ALONGSIDE, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$878.6M RAUM · 3 reps · (512) 241-7341
53
XCELSIOR ADVISOR PARTNERS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$650.7M RAUM · 13 reps · 480-866-8616 · xcelsiorpartners.com
53
ASSET ONE WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$982.5M RAUM · 9 reps · (425) 504-830 · assetone.com
50
INTERCAROLINA FINANCIAL SERVICES, INC. — added office(s): 8 -> 9 additional locations. IAPD ↗
$85.4M RAUM · 9 reps · 336-288-6890 · intercarolina.net
50
CEF ADVISORS — added office(s): 0 -> 4 additional locations. IAPD ↗
$186.3M RAUM · 2 reps · 804-288-2482 · cefdata.com
50
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$157.1M RAUM · 3 reps · 601-898-8069 · davenportwattsdrake.com
50
SECURE INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$42.9M RAUM · 20 reps · 520-333-4719 · secureinvestmentmanagement.com
50
KEEN CAPITAL, LTD — added office(s): 3 -> 4 additional locations. IAPD ↗
$179.7M RAUM · 3 reps · 803-941-4444 · coreadvisors.com
50
MCKINLEY MONEY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$163.7M RAUM · 2 reps · (715) 835-2732 · wpr.com
50
CAPSTONE WEALTH PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
$114.9M RAUM · 3 reps · (614) 754-7805 · capstonewealthpartners.com
50
PLANVISION, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$0 RAUM · 5 reps · (612) 965-4286
50
TOTAL WEALTH PLANNING AND MANAGEMENT, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$238.8M RAUM · 7 reps · (866) 568-0003 · buzzsprout.com
50
COASTAL WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$106.6M RAUM · 2 reps · 843-870-9568 · pinterest.com
50
RAI WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
$159.7M RAUM · 4 reps · (714) 449-9696
50
CRAFT WEALTH SERVICES — added office(s): 5 -> 6 additional locations. IAPD ↗
$120.8M RAUM · 7 reps · 813-394-0984
50
SUCCESS WEALTH MANAGEMENT LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
$110.5M RAUM · 13 reps · 724-934-8128 · successwealth.org
50
CWM ADVISORY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$101.0M RAUM · 3 reps · (410) 208-1091
50
LEGACY CHIEF FINANCIAL OFFICE, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$105.1M RAUM · 1 reps · 832-510-9099 · legacycfo.com
50
THREE SIXTY WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$190.1M RAUM · 3 reps · (630) 219-1695
50
SMARTPATH ADVISORS — added office(s): 7 -> 8 additional locations. IAPD ↗
$0 RAUM · 7 reps · (678) 538-9420 · getfrank.com
50
API FINANCIAL ADVISORS, LLC — added office(s): 4 -> 7 additional locations. IAPD ↗
$84.7M RAUM · 13 reps · 321-888-2599
50
KUHN & COMPANY INVESTMENT COUNSEL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$182.7M RAUM · 3 reps · 630-416-7700
50
GREYCLIFF WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$83.8M RAUM · 4 reps · 201-738-2818
50
TEAM WEALTH & TAX ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$233.3M RAUM · 6 reps · 951-308-6444 · g.co
50
DALE Q. RICE INVESTMENT MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$156.6M RAUM · 1 reps · 360-693-7577
50
CSP FINANCIAL GROUP LLC — added office(s): 16 -> 17 additional locations. IAPD ↗
$119.2M RAUM · 20 reps · 480-600-9626 · cspfgllc.com
50
FIDUCIARY FINANCIAL PLANNING NETWORK — added office(s): 0 -> 1 additional locations. IAPD ↗
$175.7M RAUM · 5 reps · (608) 534-4444
50
TSG ALPHA PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$134.9M RAUM · 9 reps · 631-403-5364 · tsginvest.com
50
PARA WEALTH ADVISORS, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
$221.0M RAUM · 2 reps · 3605587058 · parawealthadvisors.com
50
WAYSTONE ADVISORS LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$179.3M RAUM · 4 reps · (425) 484-0045 · waystoneadvisors.com
50
AVISE FINANCIAL — added office(s): 3 -> 6 additional locations. IAPD ↗
$169.4M RAUM · 6 reps · 310-807-5778 · primerosfinancial.com
50
INNOVATIVE FAMILY OFFICE LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$65.8M RAUM · 8 reps · (914) 427-8036 · innovativefo.com
50
ZERO DAY CAPITAL ENTERPRISES LLC — added office(s): 15 -> 16 additional locations. IAPD ↗
$30.7M RAUM · 16 reps · 702 271 3265 · zerodaycapital.com
50
PARK SQUARE FINANCIAL GROUP LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$218.6M RAUM · 4 reps · 770-641-1401
50
COLAB CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.4M RAUM · 1 reps · 415-317-5100 · colab-capital.com
50
TUTTLE WEALTH PARTNERS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$75.1M RAUM · 3 reps · (800) 781-1219 · tuttlewealth.com
50
YOUR IA, LLC — added office(s): 0 -> 6 additional locations. IAPD ↗
$106.6M RAUM · 15 reps · 800-823-0489 · youria.com
50
SAGEPOINT CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · 239-307-8180
50
STILLWATER PRIVATE WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
$0 RAUM · 2 reps · 6102910232 · swprivatewealth.com
50
VANDALIA WEALTH — added office(s): 4 -> 5 additional locations. IAPD ↗
$0 RAUM · 14 reps · 304-915-0260
50
GUSTO INVESTMENT SERVICES, LLC — moved its main office from BURLINGAME, CA to SAN FRANCISCO, CA. IAPD ↗
$16.49B RAUM · 2 reps · (888) 228-3491 · retirement.gusto.com
50
INTEGRITY ADVISORY SOLUTIONS — moved its main office from DALLAS, TX to DALLAS, IA. IAPD ↗
$1.10B RAUM · 108 reps · (214) 919-2165 · integritywealthsolutions.com
50
BEARING POINT CAPITAL — moved its main office from BLOOMINGTON, MN to RICHFIELD, MN. IAPD ↗
$1.11B RAUM · 4 reps · 952-800-6301 · bearingpointcap.com
48
LAZARI CAPITAL MANAGEMENT, INC. — moved its main office from WOODLAND HILLS, CA to BURBANK, CA. IAPD ↗
$691.1M RAUM · 8 reps · 818-264-0610 · lazaricapital.com
48
BOSTONPREMIER WEALTH — moved its main office from HANOVER, MA to HINGHAM, MA. IAPD ↗
$525.2M RAUM · 4 reps · (617) 934-1100
48
MASTER'S WEALTH MANAGEMENT INC. — moved its main office from LANCASTER, PA to LEOLA, PA. IAPD ↗
$589.5M RAUM · 9 reps · (717) 581-1323
45
CONTEGO CAPITAL GROUP, INC. — moved its main office from MINNEAPOLIS, MN to EDINA, MN. IAPD ↗
$88.0M RAUM · 8 reps · 952-697-2579
45
U.S.A. FINANCIAL & TAX SERVICES, LLC — moved its main office from GLASTONBURY, CT to FARMINGTON, CT. IAPD ↗
$159.3M RAUM · 3 reps · 860-430-2138 · usafinancialandtaxservices.com
45
VITA PLANNING GROUP LLC — moved its main office from VANCOUVER, WA to CAMAS, WA. IAPD ↗
$83.7M RAUM · 3 reps · 650-567-9300 · vita401k.com
45
TSG ALPHA PARTNERS, LLC — moved its main office from JERSEY CITY, NJ to OLD BRIDGE, NJ. IAPD ↗
$134.9M RAUM · 9 reps · 631-403-5364 · tsginvest.com
45
EL MENUDO CUENTA LLC — moved its main office from CORAL GABLES, FL to MIAMI, FL. IAPD ↗
$3,600 RAUM · 1 reps · 7862066036 · elmenudocuenta.com
45
SAVILE CAPITAL MANAGEMENT LLC — moved its main office from SHERIDAN, WY to SAN JUAN, PR. IAPD ↗
$0 RAUM · 1 reps · 787-763-5868
45
EVERTERN WEALTH, LLC — moved its main office from SAINT PETERSBURG, FL to NAPLES, FL. IAPD ↗
$0 RAUM · 5 reps · 239-508-7700 · everternwealth.com
45
FIDUCIARY CONSULTING GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$14.73B RAUM · 33 reps · 303-333-7770
45
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS — added office(s): 29 -> 33 additional locations. IAPD ↗institutional
$40.25B RAUM · 153 reps · 212-850-4260
40
LGT CAPITAL PARTNERS (USA) INC. — added office(s): 5 -> 7 additional locations. IAPD ↗fund
$59.78B RAUM · 49 reps · 212-336-0650 · lgtcp.com
40
WEALTHRAMP, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 2 reps · (877) 260-9545 · wealthramp.com
38
AUGMENT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$342.6M RAUM · 3 reps · 757-298-9839
35
KELLY PARK INVESTMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$241.5M RAUM · 3 reps · 212 710 4111 · kellyparkcapital.com
35
NOVAWAVE CAPITAL — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$90.0M RAUM · 3 reps · 781-710-3455 · novawavecapital.com
35
VALLIANCE ASSET MANAGEMENT LLC — moved its main office from CHICAGO, IL to NEW YORK, NY. IAPD ↗institutional
$123.0M RAUM · 1 reps · +1 312 573 5677 · valliance.com
35
HURRICANE ADVISOR SOLUTIONS — moved its main office from MIAMI, FL to NEW YORK, NY. IAPD ↗institutional
$0 RAUM · 1 reps · 212-702-7101 · hurricaneadvisorsolutions.io
33
REDWOOD GROVE CAPITAL, LLC — moved its main office from PALO ALTO, CA to NEW YORK, NY. IAPD ↗fund
$364.0M RAUM · 4 reps · 650-622-8739 · redwoodgrovecapital.com
30
MAPLE PARK CAPITAL — moved its main office from DALLAS, TX to DALLAS, TN. IAPD ↗fund
$162.2M RAUM · 5 reps · 214-302-5550
25
INFRARED CAPITAL PARTNERS LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$14.30B RAUM · 53 reps · 44 0 20 7484 1800
25
VITTORIA AND PARTNERS LLP — added office(s): 7 -> 8 additional locations. IAPD ↗foreign
$3.65B RAUM · 2 reps · 02030393214 · vittoriapartners.com
20
FUNDSMITH INVESTMENT SERVICES LIMITED — moved its main office from BLACK RIVER, to BEAUX SONGES, . IAPD ↗foreign
$40.03B RAUM · 2 reps · 00 230 483 3015
18
PASCAL INVESTMENT ADVISERS SA — moved its main office from GENEVA, to NYON, . IAPD ↗foreign
$874.3M RAUM · 4 reps · 41227187400 · pascaladvisers.com
15
TORMA CAPITAL LLP — moved its main office from LONDON, LONDON, to LONDON, . IAPD ↗foreign
$26.5M RAUM · 4 reps · 0044 20 7096 6299 · tormacapital.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.