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Multi-FA Offices

At UPSTREAM, we have an independent model that can be tailored to your unique vision for your practice. Many advisors and their clients continue to prefer doing business in a branch environment. UPSTREAM operates a number of premier branch locations across Illinois, Michigan, Texas and beyond. Interested in helping us open and grow a branch in your area and have managerial experience? Let’s talk.



8834 North Capital of TX Hwy ste 100
Austin, TX 78759


Lone Tree

10375 Park Meadows Dr, ste 220
Lone Tree, CO 80124

Phone: 303-872-7485



2443 Warrenville Rd., Suite 115
Lisle, IL 60532

Phone: 877-394-1290


East Lansing

3444 E. Lake Lansing Rd.
East Lansing, MI 48823

Phone: 517-219-9808

Traverse City

830 East Front St., Suite 304
Traverse City, MI 49686

Phone: 231-421-8580