← Tributary

Office IT & facilities — June 2026

Managed IT, telecom, and facilities for new offices.

115 firms opened this window in the June 2026 SEC roster: 88 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
MANNING & NAPIER ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$17.03B RAUM · 159 reps · 585-325-6880
55
F L PUTNAM INVESTMENT MANAGEMENT CO. — added office(s): 12 -> 13 additional locations. IAPD ↗
$9.72B RAUM · 90 reps · 800-344-3435 · flputnam.com
55
PLANCORP, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
$9.94B RAUM · 50 reps · (636) 532-7824
55
BRIGHTON JONES LLC — added office(s): 24 -> 31 additional locations. IAPD ↗
$18.88B RAUM · 156 reps · 206-258-5000 · blueprintcap.com
55
IMA ADVISORY SERVICES, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$3.90B RAUM · 40 reps · 316-266-6574
55
CRA FINANCIAL SERVICES, L.L.C. — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.69B RAUM · 11 reps · 609-380-3500
55
CS PLANNING CORP — added office(s): 33 -> 36 additional locations. IAPD ↗
$1.96B RAUM · 49 reps · 503-292-5853
55
GALVIN, GAUSTAD & STEIN, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$1.35B RAUM · 17 reps · 480-776-1445 · ggsadvisors.com
55
GEOMETRIC WEALTH ADVISORS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$1.33B RAUM · 9 reps · (973) 525-4901
55
LIBERTY WEALTH MANAGEMENT, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$1.73B RAUM · 23 reps · 510-903-5489
55
HIGH PROBABILITY ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.05B RAUM · 13 reps · 585-485-0135 · vimeo.com
55
AARON WEALTH ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$4.29B RAUM · 9 reps · 312-506-5780 · aaronwealth.com
55
WEDMONT PRIVATE CAPITAL — added office(s): 9 -> 10 additional locations. IAPD ↗
$3.44B RAUM · 12 reps · (610) 885-8200 · wedmont.com
55
ONYX BRIDGE WEALTH GROUP LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$1.37B RAUM · 19 reps · (914) 909-6699 · onyxbridge.com
55
ADVUS FINANCIAL PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$3.97B RAUM · 10 reps · 407-585-1160 · vimeo.com
55
WHITTIER ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.89B RAUM · 6 reps · 949-341-4250 · whittieradvisors.com
55
PCM ENCORE, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$1.94B RAUM · 6 reps · 425-214-1755
53
SEARCY FINANCIAL SERVICES, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
$514.0M RAUM · 9 reps · 913-814-3800 · searcyfinancial.com
53
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$905.2M RAUM · 12 reps · 719-478-7036
53
LEVEL FINANCIAL ADVISORS, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
$862.7M RAUM · 9 reps · 716-634-6113
53
AFFINITY INVESTMENT GROUP, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$595.1M RAUM · 3 reps · 603-778-6436
53
FINANCIAL & TAX ARCHITECTS, LLC — added office(s): 20 -> 21 additional locations. IAPD ↗
$506.2M RAUM · 40 reps · 314-858-1122 · summitretirementplanning.com
53
ELEVATION WEALTH PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$670.7M RAUM · 6 reps · 925-962-5600 · elevationwp.com
53
HILLCREST WEALTH ADVISORS - NY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$390.7M RAUM · 1 reps · 732-837-4455 · hcwadvisors.com
53
FIRST FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$317.0M RAUM · 4 reps · 919-876-4926
53
STRATEGIC FINANCIAL CONCEPTS, LLC — added office(s): 22 -> 23 additional locations. IAPD ↗
$927.7M RAUM · 41 reps · 210-737-7800 · ccutx.org
53
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC — added office(s): 8 -> 10 additional locations. IAPD ↗
$274.0M RAUM · 11 reps · 866-785-5350 · retirewithlonestar.com
53
FIDUCIARY EXPERTS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$985.8M RAUM · 3 reps · 951-412-6283 · 401kfe.com
53
VISIONARY HORIZONS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$396.7M RAUM · 12 reps · 865-675-8496
53
WELLMENT FINANCIAL — added office(s): 1 -> 3 additional locations. IAPD ↗
$312.7M RAUM · 11 reps · 630-993-8200 · academy.wellment.com
53
J. HAGAN CAPITAL, INC. — added office(s): 2 -> 5 additional locations. IAPD ↗
$341.8M RAUM · 10 reps · (502) 690-5635
53
GRANITE BAY WEALTH MANAGEMENT, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
$588.0M RAUM · 6 reps · 603-610-8881
53
GRANITE HARBOR ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$642.1M RAUM · 6 reps · 832-461-0789
53
MIRAMONTES CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$396.9M RAUM · 8 reps · 1-800-460-1595
53
KINETIC INVESTMENT MANAGEMENT, INC. — added office(s): 16 -> 19 additional locations. IAPD ↗
$450.9M RAUM · 29 reps · (800) 711-4818
53
ATLAS PRIVATE WEALTH ADVISORS — added office(s): 11 -> 12 additional locations. IAPD ↗
$859.8M RAUM · 14 reps · (888) 996-2666
53
BENCHMARK FINANCIAL WEALTH ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$766.1M RAUM · 7 reps · (561) 416-2992 · bfllc.com
53
PEAK PLANNING GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$710.0M RAUM · 7 reps · 303-991-0056 · peakplan.com
53
BROOKLYN FI, LLC — added office(s): 0 -> 10 additional locations. IAPD ↗
$563.1M RAUM · 10 reps · (332) 296-1660
53
VAN CLEMENS WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$470.4M RAUM · 24 reps · 612-758-9140 · vanclemens.com
53
CIMARRON WEALTH MANAGEMENT, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$327.3M RAUM · 7 reps · 970-249-9882 · wealthwithapurpose.com
53
VALUEWEALTH SERVICES, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$319.0M RAUM · 4 reps · 410-286-9230 · valuewealthservices.com
53
MISSION FINANCIAL GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$310.9M RAUM · 5 reps · 808-445-9965 · missionfinancial.com
53
ENDEAVOR PRIVATE WEALTH, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$595.3M RAUM · 9 reps · 785-329-2510
53
H. L. ORMOND & COMPANY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$401.4M RAUM · 4 reps · (252) 756-4010 · hlormond.com
53
TRUEWEALTH FINANCIAL PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
$273.7M RAUM · 3 reps · 425-615-7360 · truewealthaz.com
53
EQUITY WEALTH PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$258.6M RAUM · 6 reps · 816-373-1068 · equitywp.com
53
CENTRAL PINE CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$332.4M RAUM · 3 reps · 212-430-1030
53
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. — added office(s): 6 -> 10 additional locations. IAPD ↗
$367.0M RAUM · 7 reps · 914-427-8036
53
MDRN CAPITAL — added office(s): 22 -> 23 additional locations. IAPD ↗
$338.6M RAUM · 22 reps · 410-533-9966
53
ELYXIUM WEALTH LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$819.0M RAUM · 6 reps · (310) 221-8349*224 · elyxwealth.com
53
RELATION WEALTH MANAGEMENT, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$541.2M RAUM · 7 reps · (918) 999-9138 · relationwealth.com
53
PARKWOODS WEALTH PARTNERS, LLC — added office(s): 12 -> 14 additional locations. IAPD ↗
$961.9M RAUM · 14 reps · (877) 278-2716 · parkwoods.com
53
TRITONPOINT PARTNERS, LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
$286.5M RAUM · 3 reps · 301-799-9001
50
BERLA INVESTMENT CONSULTING — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 2 reps · 925-947-0326 · berlainv.com
50
WRIGHT PRIVATE ASSET MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$74.1M RAUM · 10 reps · 203-783-4400 · wrightpam.com
50
ALLOS INVESTMENT ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$73.6M RAUM · 9 reps · 913-948-7788
50
LEWINTER WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$162.5M RAUM · 1 reps · 973-294-2621 · lewinterwealthadvisors.com
50
BAMBOO WEALTH STRATEGIES — added office(s): 1 -> 2 additional locations. IAPD ↗
$235.7M RAUM · 4 reps · (619) 289-9670 · bamboowealthstrategies.com
50
TRUADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
$132.7M RAUM · 4 reps · (813) 212-4000 · truadvisors.com
50
LAUREATE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$121.9M RAUM · 4 reps · 312-300-6765 · laureate-wealth.com
50
THE LIFE GROUP FINANCIAL SERVICES — added office(s): 3 -> 4 additional locations. IAPD ↗
$146.2M RAUM · 4 reps · 563-587-7840 · thelifegroupllc.com
50
BRASIL PLURAL INVESTMENT ADVISOR LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$201.6M RAUM · 14 reps · (305) 904-9496
50
VINES CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$192.2M RAUM · 3 reps · 318-450-4664 · vinescapital.com
50
SUCCESS WEALTH MANAGEMENT LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
$110.5M RAUM · 15 reps · 724-934-8128 · successwealth.org
50
FOUNDRY FINANCIAL LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$232.6M RAUM · 7 reps · (213) 802-8662 · foundryfinancial.org
50
SMARTPATH ADVISORS — added office(s): 8 -> 9 additional locations. IAPD ↗
$0 RAUM · 8 reps · (678) 538-9420 · getfrank.com
50
BIRCH WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$62.1M RAUM · 2 reps · 315-795-2005
50
UMB PRIVATE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 13 additional locations. IAPD ↗
$68.4M RAUM · 41 reps · 816-860-7000 · umb.com
50
SONOMA PRIVATE WEALTH LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$158.5M RAUM · 3 reps · 415-806-0073 · sonomaprivatewealth.com
50
CLARUS GROUP LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$158.0M RAUM · 2 reps · (732) 325-0456 · clarusfinancial.com
50
PEAK FINANCIAL PLANNING — added office(s): 2 -> 3 additional locations. IAPD ↗
$93.0M RAUM · 4 reps · (818) 600-6099 · thepeakfp.com
50
VINCIMUS CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$183.7M RAUM · 4 reps · 904.226.4946 · vincimus.com
50
VOSS WEALTH MANAGEMENT — added office(s): 0 -> 3 additional locations. IAPD ↗
$0 RAUM · 1 reps · (607) 444-2234 · vosswealth.com
50
GUARDANT WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$149.3M RAUM · 3 reps · 305-845-7511 · guardantwealthadvisors.com
50
TBG-BEDFORD GROUP LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$0 RAUM · 9 reps · (314) 957-5737
50
THREADLINE WEALTH — moved its main office from SEATTLE, WA to BELLEVUE, WA. IAPD ↗
$5.77B RAUM · 30 reps · 425-650-9500
50
PENTEGRA INVESTORS, INC. — moved its main office from WHITE PLAINS, NY to SHELTON, CT. IAPD ↗
$5.60B RAUM · 5 reps · (800) 872-3473 · pentegra.com
50
ARTEMIS WEALTH ADVISORS, LLC — moved its main office from NEW YORK, NY to PORT WASHINGTON, NY. IAPD ↗
$1.91B RAUM · 5 reps · 212-838-9000 · artemiswa.com
50
REAGAN COMPANIES ASSET MANAGEMENT, INC — moved its main office from MARCELLUS, NY to SYRACUSE, NY. IAPD ↗
$1.16B RAUM · 4 reps · 315-673-2094 · reaganinvesting.com
48
HILLCREST WEALTH ADVISORS - NY, LLC — moved its main office from HAZLET, NJ to HOLMDEL, NJ. IAPD ↗
$390.7M RAUM · 1 reps · 732-837-4455 · hcwadvisors.com
48
LEGACIES WEALTH LLC — moved its main office from WAYZATA, MN to MINNETONKA, MN. IAPD ↗
$505.4M RAUM · 3 reps · 612-376-4040
48
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC — moved its main office from NEW YORK, NY to HOLMDEL, NJ. IAPD ↗
$706.0M RAUM · 10 reps · 212-417-8247 · empiream.com
48
AIFAM GROUP LLC — moved its main office from WHITE PLAINS, NY to RYE, NY. IAPD ↗
$289.2M RAUM · 6 reps · 212-682-6100 · aifaminc.com
48
PREPARED RETIREMENT INSTITUTE LLC — moved its main office from LANSDALE, PA to MONTGOMERYVILLE, PA. IAPD ↗
$307.6M RAUM · 4 reps · 215-997-5700
48
INNOVA ADVISORS — moved its main office from MIAMI, FL to CORAL GABLES, FL. IAPD ↗
$264.8M RAUM · 2 reps · 305-646-1557 · innovadvisors.com
45
RIDGE CAPITAL MANAGEMENT, LLC — moved its main office from ALPHARETTA, GA to JOHN CREEK, GA. IAPD ↗
$186.0M RAUM · 4 reps · 770-516-7747
45
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. — moved its main office from NOVATO, CA to SAN RAFAEL, CA. IAPD ↗
$235.4M RAUM · 2 reps · 415-259-3933 · hzadvisors.com
45
MINDFUL WEALTH LLC — moved its main office from NORTHBROOK, IL to GLENCOE, IL. IAPD ↗
$225.3M RAUM · 1 reps · 312-953-9900 · mindfulwealthllc.com
45
MILLSTONE FINANCIAL GROUP — moved its main office from MILLSTONE, NJ to PRINCETON, NJ. IAPD ↗
$104.4M RAUM · 6 reps · 732-385-8544
45
BRIGHT LAKE WEALTH MANAGEMENT, LLC — moved its main office from ROSEVILLE, CA to REDDING, CA. IAPD ↗
$103.6M RAUM · 4 reps · (530) 395-0202 · brightlakewealth.com
45
FINANCEHQ LLC — moved its main office from CORAL GABLES, FL to NEW YORK, NY. IAPD ↗
$0 RAUM · 0 reps · 415-234-3727
45
CLERA — moved its main office from COSTA MESA, CA to BAKERSFIELD, CA. IAPD ↗
$0 RAUM · 2 reps · +1 (661) 889-7456 · askclera.com
45
CAVU WEALTH ADVISORS, LLC — moved its main office from MORAGA, CA to WALNUT CREEK, CA. IAPD ↗
$171.6M RAUM · 3 reps · 925.289.9902 · cavuwealth.com
45
TBG-BEDFORD GROUP LLC — moved its main office from FESTUS, MO to SAINT LOUIS, MO. IAPD ↗
$0 RAUM · 9 reps · (314) 957-5737
45
SOUNDWATCH CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$1.02B RAUM · 4 reps · 646-442-9655 · soundwatchfunds.com
45
VETA INVESTMENT PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$2.79B RAUM · 2 reps · 646-630-3218 · vetainvestmentpartners.com
43
KURV INVESTMENT MANAGEMENT LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$279.2M RAUM · 2 reps · 888-393-5878
40
HARBOURVEST PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$191.18B RAUM · 296 reps · 617-348-3707
40
PETERSON PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.96B RAUM · 27 reps · 801-417-0748 · petersonpartners.com
40
SPEAR ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$181.3M RAUM · 1 reps · 347-597-2738 · spear-invest.com
40
DATALIGN — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 2 reps · 781-228-5678
40
SIRENIA CAPITAL MANAGEMENT LP — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$4.26B RAUM · 10 reps · 212-516-4765
40
SOUNDWATCH CAPITAL, LLC — moved its main office from ROWAYTON, CT to DALLAS, TX. IAPD ↗institutional
$1.02B RAUM · 4 reps · 646-442-9655 · soundwatchfunds.com
38
THE AMBRUS GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$485.1M RAUM · 3 reps · 917-270-6563 · ambrusgroup.com
38
FATHOM POINT CAPITAL LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$280.0M RAUM · 2 reps · 415-636-5500 · fathompointcapital.com
35
TENERE CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$241.1M RAUM · 2 reps · 303-376-4800 · tenerecapital.com
35
MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC. — moved its main office from CHICAGO, IL to CHICAGO, CT. IAPD ↗fund
$7.09B RAUM · 6 reps · 312-595-6000 · mesirow.com
33
HIGHCREST CAPITAL, LLC — moved its main office from FREDRICKSBURG, TX to FREDERICKSBURG, TX. IAPD ↗fund
$823.7M RAUM · 10 reps · 830-214-2770 · highcrestcapital.com
33
ARDAN EQUITY PARTNERS, LLC — moved its main office from MIAMI, FL to WEST PALM BEACH, FL. IAPD ↗fund
$441.4M RAUM · 6 reps · 917-304-7294
33
HAMILTON SQUARE PARTNERS MANAGEMENT, LP — moved its main office from PRINCETON, NJ to NEW YORK, NY. IAPD ↗fund
$319.3M RAUM · 5 reps · (646) 649-6790 · hsqhealthcare.com
33
HCIP ADVISORS, LLC — moved its main office from CHICAGO, IL to NASHVILLE, TN. IAPD ↗fund
$339.3M RAUM · 1 reps · 210-274-0985
30
STROBE VENTURES — moved its main office from NEW YORK, NY to BROOKLYN, NY. IAPD ↗fund
$245.2M RAUM · 4 reps · 702-659-1042 · strobe.fund
30
MAPLE PARK CAPITAL — moved its main office from DALLAS, TN to DALLAS, TX. IAPD ↗fund
$162.2M RAUM · 5 reps · 214-302-5550
20
BFINANCE US LTD. — added office(s): 3 -> 4 additional locations. IAPD ↗foreign
$0 RAUM · 4 reps · +442077478600 · bfinance.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.