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.
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.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC BD affiliated | Newark, De | 12 | 1 | 1 | 0 | 8.3% | |||
| LPL ENTERPRISE, LLC BD affiliated | Sussex, Wi | 11 | 0 | 1 | -1 | 9.1% | |||
| LPL ENTERPRISE, LLC BD affiliated | Malvern, Pa | 9 | 1 | 1 | 0 | 11% | |||
| LPL ENTERPRISE, LLC BD affiliated | Naples, Fl | 9 | 0 | 1 | -1 | 11% | |||
| LPL ENTERPRISE, LLC BD affiliated | West Hampton Beach, Ny | 8 | 2 | 1 | +1 | 13% | |||
| LPL ENTERPRISE, LLC BD affiliated | The Woodlands, Tx | 7 | 1 | 1 | 0 | 14% | |||
| LPL ENTERPRISE, LLC BD affiliated | Greensboro, Nc | 7 | 2 | 1 | +1 | 14% | |||
| LPL ENTERPRISE, LLC BD affiliated | Vestal, Ny | 7 | 1 | 1 | 0 | 14% | |||
| LPL ENTERPRISE, LLC BD affiliated | Bentonville, Ar | 6 | 4 | 1 | +3 | 17% | |||
| LPL ENTERPRISE, LLC BD affiliated | Wichita, Ks | 6 | 0 | 1 | -1 | 17% | |||
| LPL ENTERPRISE, LLC BD affiliated | Raleigh, Nc | 6 | 4 | 1 | +3 | 17% | |||
| LPL ENTERPRISE, LLC BD affiliated | Ann Arbor, Mi | 5 | 4 | 1 | +3 | 20% | |||
| LPL ENTERPRISE, LLC BD affiliated | Lincoln, Ne | 5 | 2 | 1 | +1 | 20% | |||
| LPL ENTERPRISE, LLC BD affiliated | Harrisonburg, Va | 4 | 1 | 1 | 0 | 25% | |||
| LPL ENTERPRISE, LLC BD affiliated | Bradenton, Fl | 3 | 0 | 1 | -1 | 33% | |||
| LPL ENTERPRISE, LLC BD affiliated | Valparaiso, In | 3 | 0 | 1 | -1 | 33% | |||
| LPL ENTERPRISE, LLC BD affiliated | Springfield, Il | 3 | 0 | 1 | -1 | 33% | |||
| LPL ENTERPRISE, LLC BD affiliated | Columbia, Md | 2 | 1 | 1 | 0 | 50% | |||
| LPL ENTERPRISE, LLC BD affiliated | Perryville, Mo | 2 | 0 | 1 | -1 | 50% | |||
| LPL ENTERPRISE, LLC BD affiliated | Palm Beach Gardens, Fl | 2 | 0 | 1 | -1 | 50% | |||
| LPL ENTERPRISE, LLC BD affiliated | Camp Hill, Pa | 31 | 11 | 0 | +11 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Baton Rouge, La | 24 | 12 | 0 | +12 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Pittsford, Ny | 23 | 5 | 0 | +5 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Champaign, Il | 22 | 4 | 0 | +4 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Overland Park, Ks | 18 | 4 | 0 | +4 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Glen Allen, Va | 16 | 0 | 0 | 0 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | St Petersburg, Fl | 16 | 0 | 0 | 0 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Sarasota, Fl | 13 | 2 | 0 | +2 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Rochester, Ny | 13 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Dover, Nh | 12 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Dewitt, Ny | 12 | 2 | 0 | +2 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Hunt Valley, Md | 11 | 0 | 0 | 0 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Johns Creek, Ga | 10 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Manasquan, Nj | 9 | 0 | 0 | 0 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Honolulu, Hi | 9 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Orchard Park, Ny | 9 | 0 | 0 | 0 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Liberty, Mo | 9 | 2 | 0 | +2 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Austin, Tx | 8 | 2 | 0 | +2 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Las Vegas, Nv | 8 | 3 | 0 | +3 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Bay City, Mi | 8 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Huntersville, Nc | 8 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | High Point, Nc | 8 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Farmingdale, Ny | 8 | 2 | 0 | +2 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Bloomington, Il | 7 | 2 | 0 | +2 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | San Francisco, Ca | 7 | 0 | 0 | 0 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Harrisburg, Pa | 7 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Alexandria, Va | 7 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Great Neck, Ny | 7 | 2 | 0 | +2 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Los Angeles, Ca | 7 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | West Chester, Oh | 7 | 0 | 0 | 0 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Chalfont, Pa | 7 | 2 | 0 | +2 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Livingston, Nj | 7 | 0 | 0 | 0 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Portland, Me | 6 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | San Antonio, Tx | 6 | 4 | 0 | +4 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Keene, Nh | 6 | 2 | 0 | +2 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Lafayette, La | 6 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Liverpool, Ny | 6 | 0 | 0 | 0 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Brooklyn, Ct | 6 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Minster, Oh | 6 | 1 | 0 | +1 | 0.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Colts Neck, Nj | 6 | 1 | 0 | +1 | 0.0% |