← Tributary

Office IT & facilities — August 2026

Managed IT, telecom, and facilities for new offices.

132 firms opened this window in the August 2026 SEC roster: 97 new office, 35 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
BALDWIN WEALTH PARTNERS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$2.33B RAUM · 14 reps · (508) 748-0800 · baldwinbrothersinc.com
55
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS — added office(s): 8 -> 10 additional locations. IAPD ↗
$33.88B RAUM · 104 reps · 216-621-1090 · clearstead.com
55
TIMUCUAN ASSET MANAGEMENT INC — added office(s): 2 -> 3 additional locations. IAPD ↗
$3.81B RAUM · 4 reps · 904-356-1739 · timucuan.com
55
FIRST FOUNDATION ADVISORS — added office(s): 10 -> 11 additional locations. IAPD ↗
$5.06B RAUM · 28 reps · 949-476-0300
55
F L PUTNAM INVESTMENT MANAGEMENT CO. — added office(s): 13 -> 14 additional locations. IAPD ↗
$9.72B RAUM · 90 reps · 800-344-3435 · flputnam.com
55
PLANCORP, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$9.94B RAUM · 51 reps · (636) 532-7824
55
MATTER FAMILY OFFICE — added office(s): 2 -> 3 additional locations. IAPD ↗
$3.81B RAUM · 40 reps · 314-862-5190 · matterfamilyoffice.com
55
BRIGHTON JONES LLC — added office(s): 31 -> 33 additional locations. IAPD ↗
$18.88B RAUM · 156 reps · 206-258-5000 · blueprintcap.com
55
CPC ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.68B RAUM · 17 reps · 404-879-3000
55
THE WELCH GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$3.68B RAUM · 26 reps · 205-879-5001 · welchgroup.com
55
PLANTE MORAN FINANCIAL ADVISORS — added office(s): 12 -> 13 additional locations. IAPD ↗
$25.12B RAUM · 146 reps · 248-352-2500
55
ANTOLINO WEALTH ADVISORS — added office(s): 8 -> 9 additional locations. IAPD ↗
$1.42B RAUM · 11 reps · 614-442-3355
55
THE INSTITUTE — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.37B RAUM · 17 reps · 303-572-3500
55
COASTAL BRIDGE ADVISORS — added office(s): 6 -> 10 additional locations. IAPD ↗
$5.02B RAUM · 25 reps · 203-683-1530 · focusfinancialpartners.com
55
BLUESPRING WEALTH MANAGEMENT, LLC — added office(s): 4 -> 7 additional locations. IAPD ↗
$5.43B RAUM · 47 reps · 737-443-2122 · bluespringwealthcalifornia.com
55
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$4.11B RAUM · 36 reps · 310-399-6397
55
SOLTIS INVESTMENT ADVISORS, LLC — added office(s): 13 -> 19 additional locations. IAPD ↗
$12.04B RAUM · 63 reps · 435-674-1600 · soltisadvisors.com
55
STEELPEAK WEALTH, LLC — added office(s): 12 -> 14 additional locations. IAPD ↗
$4.15B RAUM · 35 reps · (818) 835-8720 · steelpeak.com
55
NORTHROCK PARTNERS, LLC — added office(s): 18 -> 24 additional locations. IAPD ↗
$12.19B RAUM · 91 reps · (612) 367-8800
55
THE PATRIOT FINANCIAL GROUP, LLC — added office(s): 21 -> 24 additional locations. IAPD ↗
$2.64B RAUM · 33 reps · 508-251-6100 · provowealth.com
55
ALPHACORE CAPITAL LLC — added office(s): 24 -> 27 additional locations. IAPD ↗
$9.03B RAUM · 69 reps · 858-875-4100 · alphacore.com
55
NORTHCOAST ASSET MANAGEMENT LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
$4.97B RAUM · 28 reps · (203) 532-7000
55
VANGUARD PERSONALIZED INDEXING MANAGEMENT — added office(s): 6 -> 7 additional locations. IAPD ↗
$11.35B RAUM · 6 reps · 844-317-5190
55
PASADENA PRIVATE WEALTH, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.62B RAUM · 8 reps · 626-993-9300 · pasadenaprivatewealth.com
55
LAKE STREET — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.16B RAUM · 6 reps · 312-766 7040 · clarity-fg.com
55
EVOKE ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
$17.29B RAUM · 25 reps · 424-372-1776 · mai.capital.evoke-advisors
55
THEPARTNERS WEALTH MANAGEMENT — added office(s): 23 -> 24 additional locations. IAPD ↗
$1.18B RAUM · 36 reps · 800-324-3010 · oceanpointefg.com
55
BLUEPRINT FINANCIAL ADVISORS — added office(s): 17 -> 21 additional locations. IAPD ↗
$1.41B RAUM · 39 reps · 844-200-2568 · komaracap.com
55
DAYMARK WEALTH PARTNERS, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$5.04B RAUM · 21 reps · 513-838-2520 · music.amazon.com
55
BREAKWATER CAPITAL GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.02B RAUM · 4 reps · (551) 342-3733 · breakwatercapitalgroup.com
55
ETHOS FINANCIAL GROUP, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$2.14B RAUM · 33 reps · 610-822-5246
55
UPTICK PARTNERS, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$1.06B RAUM · 25 reps · (936) 800-0800
55
TRIAD WEALTH PARTNERS, LLC — added office(s): 22 -> 28 additional locations. IAPD ↗
$1.53B RAUM · 33 reps · 785-830-0000 · vwpwealth.com
55
BASECAMP WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.08B RAUM · 4 reps · 425-553-0031 · basecampwealthadvisors.com
53
DARROW WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$392.4M RAUM · 4 reps · 978-369-5144
53
REDW WEALTH LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$869.2M RAUM · 9 reps · 505-998-3200
53
PINNACLE WEALTH ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
$549.7M RAUM · 14 reps · 503-654-5100 · thinkpinnacle.com.
53
SAXONY CAPITAL MANAGEMENT, LLC — added office(s): 18 -> 20 additional locations. IAPD ↗
$367.9M RAUM · 0 reps · 314-963-9336
53
FINER WEALTH MANAGEMENT, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$305.8M RAUM · 2 reps · 978-740-1011 · finer.com
53
RDA FINANCIAL NETWORK — added office(s): 15 -> 16 additional locations. IAPD ↗
$675.2M RAUM · 17 reps · 888-300-4975
53
FINANCIAL INDEPENDENCE, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$288.1M RAUM · 4 reps · 401-681-4825
53
BLUE WATER WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
$472.8M RAUM · 12 reps · 503-296-8700 · bluewaterwealth.com
53
PRAIRIE WEALTH ADVISORS, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$558.0M RAUM · 10 reps · 402-505-6810
53
MBE WEALTH MANAGEMENT, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$977.1M RAUM · 10 reps · 608-372-5521
53
ROSE CAPITAL ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$608.3M RAUM · 9 reps · 305-534-7673
53
EXODUS WEALTH, LLC — added office(s): 48 -> 49 additional locations. IAPD ↗
$483.6M RAUM · 51 reps · 925-791-4444 · thinkfloresfinancial.com
53
BETTERWEALTH LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$659.9M RAUM · 5 reps · 408-659-2390 · betterwealth.us
53
KINETIC INVESTMENT MANAGEMENT, INC. — added office(s): 19 -> 20 additional locations. IAPD ↗
$450.9M RAUM · 31 reps · (800) 711-4818 · kineticfinancial.com
53
ROYAL OAK FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$366.1M RAUM · 7 reps · 248-709-6134
53
THE SUM — added office(s): 0 -> 1 additional locations. IAPD ↗
$551.4M RAUM · 10 reps · 281-940-4859
53
LGG FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$563.9M RAUM · 2 reps · 301-312-6660 · lggfinancial.com
53
CMG WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$379.4M RAUM · 5 reps · 469-729-7084
53
AURELIUS FAMILY OFFICE, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$315.3M RAUM · 1 reps · 603-413-6060
53
ROSSBY FINANCIAL, LLC — added office(s): 15 -> 18 additional locations. IAPD ↗
$854.8M RAUM · 2 reps · 321-209-0111
53
MDRN CAPITAL — added office(s): 23 -> 24 additional locations. IAPD ↗
$338.6M RAUM · 22 reps · 410-533-9966 · go.aaroncirksena.com
53
PROSPERA CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$343.9M RAUM · 3 reps · 480-648-9369 · deterswealthmanagement.com
53
PANDORA WEALTH, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
$285.0M RAUM · 4 reps · (630) 230-6841
53
ARENA PRIVATE WEALTH — added office(s): 6 -> 7 additional locations. IAPD ↗
$404.7M RAUM · 8 reps · 312-798-9045
53
ASSET ONE WEALTH MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$982.5M RAUM · 9 reps · (425) 504-8200 · assetone.com
53
PROSPERITY FINANCIAL GROUP, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$503.0M RAUM · 8 reps · 925-314-8500 · 401kprosperityfg.com
53
ADVISORY SOLUTIONS GROUP — added office(s): 0 -> 13 additional locations. IAPD ↗
$408.4M RAUM · 33 reps · 763-417-1700 · advisorysolutions.com
53
WEALTH INTELLIGENTLY NAVIGATED, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$532.9M RAUM · 7 reps · (864) 375-4031
50
VORPAHL WING ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$124.4M RAUM · 4 reps · 509-747-1749 · vorpahlwing.com
50
DRUM HILL CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$194.3M RAUM · 2 reps · 203-349-8182
50
BARTLEY FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$151.6M RAUM · 1 reps · 603-625-9900 · truthsocial.com
50
AJF CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$178.5M RAUM · 4 reps · 212-779-0789
50
SERVANT FINANCIAL, LTD. — added office(s): 0 -> 1 additional locations. IAPD ↗
$143.6M RAUM · 1 reps · 630-264-0127
50
INSIGHT FINANCIAL SERVICES — added office(s): 0 -> 3 additional locations. IAPD ↗
$213.8M RAUM · 8 reps · 913-402-2020 · ifsadvisors.com
50
FULCRUM WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$192.8M RAUM · 3 reps · 888-304-6942 · fulcrumeq.com
50
PRAKASH INVESTMENT ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$161.5M RAUM · 2 reps · (978) 273-9747
50
ANKERSTAR WEALTH, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$152.5M RAUM · 6 reps · 512-614-0085
50
FOLIOBEYOND, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$206.6M RAUM · 3 reps · 212-397-7539 · foliobeyond.com
50
AEGIS WEALTH MANAGEMENT, INC. — added office(s): 28 -> 29 additional locations. IAPD ↗
$216.5M RAUM · 27 reps · (833) 483-8383 · oakwayfinancial.com
50
PEERLESS WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$148.7M RAUM · 3 reps · 614-824-2824
50
UMB PRIVATE WEALTH MANAGEMENT, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
$124.7M RAUM · 41 reps · 816-860-7000 · umb.com
50
CLARIVOR — added office(s): 0 -> 1 additional locations. IAPD ↗
$4.4M RAUM · 1 reps · 212-810-1187
50
MINT ASSET MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$64.5M RAUM · 4 reps · 908-777-1717 · mintassetmanagement.com
50
TRG INVESTMENT ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$167.1M RAUM · 6 reps · 800-222-6016
50
GASSMAN FINANCIAL LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$112.6M RAUM · 1 reps · (603) 898-3663
50
PEAK FINANCIAL PLANNING — added office(s): 3 -> 6 additional locations. IAPD ↗
$93.0M RAUM · 7 reps · (818) 600-6099 · thepeakfp.com
50
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$147.1M RAUM · 9 reps · 864-920-3155 · bigmoneyretirement.com
50
ALTAR ROCK — added office(s): 0 -> 4 additional locations. IAPD ↗
$158.7M RAUM · 5 reps · (917) 226-0565
50
RIVERTREE WEALTH — added office(s): 2 -> 3 additional locations. IAPD ↗
$143.1M RAUM · 4 reps · (501) 500-0893 · rivertreewealth.com
50
WURZ FINANCIAL SERVICES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$117.0M RAUM · 3 reps · 859-291-9879
50
STRIVE FINANCIAL GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$246.7M RAUM · 9 reps · (317) 590-0146 · firefighterfinancialadvisor.com
50
RISE NORTH CAPITAL INVESTMENT ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$50.6M RAUM · 12 reps · (781) 519-6969
50
COMMERCIAL TRUST FINANCIAL SERVICES — added office(s): 0 -> 3 additional locations. IAPD ↗
$204.1M RAUM · 5 reps · 660-248-2223 · commercialtrustfs.com
50
YOUR IA, LLC — added office(s): 6 -> 19 additional locations. IAPD ↗
$106.6M RAUM · 15 reps · 800-823-0489 · youria.com
50
OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · 317-581-4003 · ohcpwm.com
50
STEELPEAK WEALTH, LLC — moved its main office from WOODLAND HILLS, CA to LOS ANGELES, CA. IAPD ↗
$4.15B RAUM · 35 reps · (818) 835-8720 · steelpeak.com
50
QUATTRO FINANCIAL ADVISORS — moved its main office from THE WOODLANDS, TX to MONTGOMERY, TX. IAPD ↗
$1.66B RAUM · 1 reps · 281 323 4007 · quattrofa.com
50
CORIENT — moved its main office from MIAMI, IL to MIAMI, FL. IAPD ↗
$165.25B RAUM · 620 reps · (305) 735-2020
48
DOMINION PORTFOLIO MANAGEMENT, INC. — moved its main office from MARBLE FALLS, TX to TAMPA, FL. IAPD ↗
$277.1M RAUM · 18 reps · 813-264-0440
48
AVALON CAPITAL MANAGEMENT — moved its main office from PORT OF REDWOOD CITY, CA to MENLO PARK, CA. IAPD ↗
$582.2M RAUM · 3 reps · 650-306-1500 · avaloncapital.com
48
PARKVIEW US LLC — moved its main office from NEW YORK CITY, NY to NEW YORK, NY. IAPD ↗
$312.3M RAUM · 4 reps · 1 646 213 4980 · parkviewgroup.com
48
ALMANACK INVESTMENT PARTNERS — moved its main office from WAYNE, PA to NEWTOWN SQUARE, PA. IAPD ↗
$945.9M RAUM · 13 reps · 484-580-2277 · whiteknightcapital.net
48
CROSS FINANCIAL ADVISORS — moved its main office from BEAVERTON, OR to PORTLAND, OR. IAPD ↗
$481.8M RAUM · 11 reps · (503) 430-0563 · crossfinancialmgmt.com
48
HOXTON WEALTH — moved its main office from JERSEY CITY, NJ to ORLANDO, FL. IAPD ↗
$803.5M RAUM · 34 reps · 737-249-9620
48
GLOBAL KANDOR ADVISORS, LLC — moved its main office from KEY BISCAYNE, FL to MIAMI, FL. IAPD ↗
$483.3M RAUM · 3 reps · (786) 558-0391 · globalkandor.com
48
PANDORA WEALTH, INC. — moved its main office from OAKBROOK TERRACE, IL to LAS VEGAS, NV. IAPD ↗
$285.0M RAUM · 4 reps · (630) 230-6841
48
REVEL WEALTH MANAGEMENT — moved its main office from TEANECK, NJ to ELMWOOD PARK, NJ. IAPD ↗
$258.9M RAUM · 2 reps · 316-518-3615 · revelwm.com
45
RENAUD & COMPANY, LLC — moved its main office from OFALLON, MO to O'FALLON, MO. IAPD ↗
$210.7M RAUM · 2 reps · 636-240-5055
45
STEWARDSHIP FINANCIAL PLANNING — moved its main office from IRVINGTON, NY to TARRYTOWN, NY. IAPD ↗
$65.5M RAUM · 1 reps · 914-380-1421 · stewardshipfp.com
45
DAVIDOV WEALTH GROUP, LLC — moved its main office from NEW HYDE PARK, NY to GARDEN CITY, NY. IAPD ↗
$174.5M RAUM · 2 reps · (516) 587-5550 · davidovfinancial.com
45
LEGACY CORNERSTONE WEALTH LLC — moved its main office from LAS VEGAS, NV to PEORIA, AZ. IAPD ↗
$22.4M RAUM · 1 reps · 702-767-9891 · legacycornerstonewealth.com
45
WINTHROP PARTNERS - EPA, LLC — moved its main office from BUFFALO, NY to ORCHARD, NY. IAPD ↗
$82.2M RAUM · 3 reps · 716-508-8178
45
WINTHROP PARTNERS - WNY, LLC — moved its main office from BUFFALO, NY to ORCHARD, NY. IAPD ↗
$186.2M RAUM · 4 reps · 716-508-8178 · winthroppartners.com
45
WINTHROP PARTNERS - WPA , LLC — moved its main office from BUFFALO, NY to ORCHARD, NY. IAPD ↗
$44.1M RAUM · 2 reps · 716-508-8178
45
AUTHENTIKOS WEALTH ADVISORY LLC — moved its main office from MORGAN HILL, CA to NEW BRAUNFELS, TX. IAPD ↗
$184.1M RAUM · 3 reps · (877) 457-4567
45
NINTH ETERNITY ASSET MANAGEMENT LLC — moved its main office from CAMBRIDGE, MA to NEW YORK, NY. IAPD ↗
$238.6M RAUM · 2 reps · 5162866888 · neam-us.com.
45
ORMONDE INVESTMENT MANAGEMENT, LLC — moved its main office from AYLSHAM, to DALLAS, TX. IAPD ↗
$105.3M RAUM · 2 reps · +1 833 689 6003 · ormondeinvestments.com
45
SUNDIAL WEALTH LLC — moved its main office from BOCA RATON, FL to DELRAY BEACH, FL. IAPD ↗
$125.8M RAUM · 1 reps · 561-302-4371 · sundialwealth.com
45
FOREST CAPITAL — moved its main office from CONCORD, NC to CHARLOTTE, NC. IAPD ↗
$143.2M RAUM · 1 reps · 704.533.9876 · forestcapital.net
45
STEELE STREET CAPITAL LLC — moved its main office from KITTERY, ME to PORTSMOUTH, NH. IAPD ↗
$140.5M RAUM · 2 reps · 207-475-0060 · steelestreetcapital.com
43
CHICAGO ATLANTIC BDC ADVISERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$342.0M RAUM · 0 reps · 312-625-9295 · lien.chicagoatlantic.com
40
AXA INVESTMENT MANAGERS US INC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$79.24B RAUM · 87 reps · 212-681-3181 · bnpparibas-am.com
40
THE MOLPUS WOODLANDS GROUP, LLC — added office(s): 2 -> 5 additional locations. IAPD ↗fund
$1.83B RAUM · 23 reps · 601-948-8733
40
BOFA SECURITIES, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$0 RAUM · 317 reps · 646-743-2734 · bankofamerica.com
40
RETIREMENT AND WEALTH AT ALLIANT, LLC — moved its main office from ALPHARETTA, GA to WAYNE, PA. IAPD ↗institutional
$7.37B RAUM · 30 reps · 267 363 2865 · alliantretirementconsulting.com
38
SWS CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$413.1M RAUM · 4 reps · 212-461-6500
38
CHICAGO ATLANTIC ADVISERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$970.3M RAUM · 30 reps · 312-625-9295
38
LASALLE DEBT INVESTORS, LLC — moved its main office from LOS ANGELES, CA to DENVER, CO. IAPD ↗institutional
$384.7M RAUM · 14 reps · 720-614-8939 · lasalle.com
35
AXA INVESTMENT MANAGERS US INC — moved its main office from STAMFORD, CT to NEW YORK, NY. IAPD ↗fund
$79.24B RAUM · 87 reps · 212-681-3181 · bnpparibas-am.com
35
LOCKTON INVESTMENT ADVISORS, LLC — moved its main office from KANSAS CITY, MO to OVERLAND PARK, KS. IAPD ↗institutional
$0 RAUM · 24 reps · 816-960-9000 · lockton.com
35
INCOME DISCOVERY — moved its main office from LIBERTY CORNER, NJ to BASKING RIDGE, NJ. IAPD ↗institutional
$0 RAUM · 10 reps · 1-888-966-9469 · incomediscovery.com
35
ALPHA WAVE GLOBAL, LP — moved its main office from MIAMI BEACH, FL to MIAMI, FL. IAPD ↗fund
$26.66B RAUM · 48 reps · 305-360-3020
35
GADSDEN — moved its main office from WAYNE, PA to NEWTOWN SQUARE, PA. IAPD ↗institutional
$161.8M RAUM · 1 reps · 484-580-2277 · gadsdenfunds.com
35
RAYLIANT INVESTMENT RESEARCH — moved its main office from NEWPORT BEACH, CA to WALNUT, CA. IAPD ↗institutional
$203.5M RAUM · 8 reps · 626-407-4581 · rayliant.com
33
ROSCOMMON ANALYTICS LLC — moved its main office from HOUSTON, TX to NEW YORK, NY. IAPD ↗fund
$880.6M RAUM · 45 reps · 212-850-8865
30
GATEMORE — moved its main office from NEW YORK, NY to ASPEN, CO. IAPD ↗fund
$239.5M RAUM · 3 reps · 970-746-4790 · gvpclimate.com
25
BAILLIE GIFFORD OVERSEAS LTD — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$144.00B RAUM · 144 reps · +44 131 275 2000
25
VONTOBEL SWISS FINANCIAL ADVISERS — added office(s): 3 -> 4 additional locations. IAPD ↗foreign
$11.94B RAUM · 60 reps · +41-58-2388111

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.