DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Offices

Where advisors are leaving, and where they are arriving

An office is a firm and a branch city on IAPD. Advisors today is the count of people whose current registration lists that branch; a departure is a registration ending at the firm whose last listed branch was this city; a join is a current registration that began in the window. Teams are the lift-outs and arrivals on the teams page, placed at their top city. Breakaways in formation counts advisors at this office who are direct owners of an adviser first registered in the last year. Street addresses are not read.

FirmOfficeAdvisorsJoined 12mLeft 12mNetRateTeams outTeams inForming
LPL ENTERPRISE, LLC BD affiliatedNewark, De121108.3%
LPL ENTERPRISE, LLC BD affiliatedSussex, Wi1101-19.1%
LPL ENTERPRISE, LLC BD affiliatedMalvern, Pa911011%
LPL ENTERPRISE, LLC BD affiliatedNaples, Fl901-111%
LPL ENTERPRISE, LLC BD affiliatedWest Hampton Beach, Ny821+113%
LPL ENTERPRISE, LLC BD affiliatedThe Woodlands, Tx711014%
LPL ENTERPRISE, LLC BD affiliatedGreensboro, Nc721+114%
LPL ENTERPRISE, LLC BD affiliatedVestal, Ny711014%
LPL ENTERPRISE, LLC BD affiliatedBentonville, Ar641+317%
LPL ENTERPRISE, LLC BD affiliatedWichita, Ks601-117%
LPL ENTERPRISE, LLC BD affiliatedRaleigh, Nc641+317%
LPL ENTERPRISE, LLC BD affiliatedAnn Arbor, Mi541+320%
LPL ENTERPRISE, LLC BD affiliatedLincoln, Ne521+120%
LPL ENTERPRISE, LLC BD affiliatedHarrisonburg, Va411025%
LPL ENTERPRISE, LLC BD affiliatedBradenton, Fl301-133%
LPL ENTERPRISE, LLC BD affiliatedValparaiso, In301-133%
LPL ENTERPRISE, LLC BD affiliatedSpringfield, Il301-133%
LPL ENTERPRISE, LLC BD affiliatedColumbia, Md211050%
LPL ENTERPRISE, LLC BD affiliatedPerryville, Mo201-150%
LPL ENTERPRISE, LLC BD affiliatedPalm Beach Gardens, Fl201-150%
LPL ENTERPRISE, LLC BD affiliatedCamp Hill, Pa31110+110.0%
LPL ENTERPRISE, LLC BD affiliatedBaton Rouge, La24120+120.0%
LPL ENTERPRISE, LLC BD affiliatedPittsford, Ny2350+50.0%
LPL ENTERPRISE, LLC BD affiliatedChampaign, Il2240+40.0%
LPL ENTERPRISE, LLC BD affiliatedOverland Park, Ks1840+40.0%
LPL ENTERPRISE, LLC BD affiliatedGlen Allen, Va160000.0%
LPL ENTERPRISE, LLC BD affiliatedSt Petersburg, Fl160000.0%
LPL ENTERPRISE, LLC BD affiliatedSarasota, Fl1320+20.0%
LPL ENTERPRISE, LLC BD affiliatedRochester, Ny1310+10.0%
LPL ENTERPRISE, LLC BD affiliatedDover, Nh1210+10.0%
LPL ENTERPRISE, LLC BD affiliatedDewitt, Ny1220+20.0%
LPL ENTERPRISE, LLC BD affiliatedHunt Valley, Md110000.0%
LPL ENTERPRISE, LLC BD affiliatedJohns Creek, Ga1010+10.0%
LPL ENTERPRISE, LLC BD affiliatedManasquan, Nj90000.0%
LPL ENTERPRISE, LLC BD affiliatedHonolulu, Hi910+10.0%
LPL ENTERPRISE, LLC BD affiliatedOrchard Park, Ny90000.0%
LPL ENTERPRISE, LLC BD affiliatedLiberty, Mo920+20.0%
LPL ENTERPRISE, LLC BD affiliatedAustin, Tx820+20.0%
LPL ENTERPRISE, LLC BD affiliatedLas Vegas, Nv830+30.0%
LPL ENTERPRISE, LLC BD affiliatedBay City, Mi810+10.0%
LPL ENTERPRISE, LLC BD affiliatedHuntersville, Nc810+10.0%
LPL ENTERPRISE, LLC BD affiliatedHigh Point, Nc810+10.0%
LPL ENTERPRISE, LLC BD affiliatedFarmingdale, Ny820+20.0%
LPL ENTERPRISE, LLC BD affiliatedBloomington, Il720+20.0%
LPL ENTERPRISE, LLC BD affiliatedSan Francisco, Ca70000.0%
LPL ENTERPRISE, LLC BD affiliatedHarrisburg, Pa710+10.0%
LPL ENTERPRISE, LLC BD affiliatedAlexandria, Va710+10.0%
LPL ENTERPRISE, LLC BD affiliatedGreat Neck, Ny720+20.0%
LPL ENTERPRISE, LLC BD affiliatedLos Angeles, Ca710+10.0%
LPL ENTERPRISE, LLC BD affiliatedWest Chester, Oh70000.0%
LPL ENTERPRISE, LLC BD affiliatedChalfont, Pa720+20.0%
LPL ENTERPRISE, LLC BD affiliatedLivingston, Nj70000.0%
LPL ENTERPRISE, LLC BD affiliatedPortland, Me610+10.0%
LPL ENTERPRISE, LLC BD affiliatedSan Antonio, Tx640+40.0%
LPL ENTERPRISE, LLC BD affiliatedKeene, Nh620+20.0%
LPL ENTERPRISE, LLC BD affiliatedLafayette, La610+10.0%
LPL ENTERPRISE, LLC BD affiliatedLiverpool, Ny60000.0%
LPL ENTERPRISE, LLC BD affiliatedBrooklyn, Ct610+10.0%
LPL ENTERPRISE, LLC BD affiliatedMinster, Oh610+10.0%
LPL ENTERPRISE, LLC BD affiliatedColts Neck, Nj610+10.0%
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444 offices match.