Altus Consulting Group, based in Texas and Wisconsin, becomes an office of supervisory jurisdiction.
Sandstone Wealth and its two advisers were formerly affiliated with Raymond James and Royal Alliance.
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NorthCoast Asset Management will become part of Cincinnati, Ohio-based Connectus Wealth Advisers.
The agreement will help Morgan Stanley at Work deliver services to small-business retirement plans.
T. Rowe Price and National Benefit Services join Captrust in providing the program, which offers an alternative to multiple employer plans and pooled employer plans.
Advyzon says those firms also more likely to have multiple fee schedules.
The company's shares are expected to begin regular trading on the New York Stock Exchange on Sept. 20.
The funds are most popular with younger plan participants; 62% of those in their 20s hold the funds, compared with 50% of those in their 60s.
