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 |
|---|---|---|---|---|---|---|---|---|---|
| &PARTNERS independent RIA | Nashville, Tn ยท principal | 183 | 0 | 3 | -3 | 1.6% | 1 | ||
| &PARTNERS independent RIA | Clayton, Mo | 411 | 167 | 1 | +166 | 0.2% | 1 | ||
| &PARTNERS independent RIA | Davidson, Nc | 12 | 1 | 1 | 0 | 8.3% | |||
| &PARTNERS independent RIA | Florham Park, Nj | 8 | 8 | 1 | +7 | 13% | 1 | ||
| &PARTNERS independent RIA | Saint Louis, Mo | 8 | 3 | 1 | +2 | 13% | |||
| &PARTNERS independent RIA | Clemson, Sc | 4 | 0 | 1 | -1 | 25% | |||
| &PARTNERS independent RIA | Columbia, Sc | 11 | 2 | 0 | +2 | 0.0% | |||
| &PARTNERS independent RIA | Pittsford, Ny | 10 | 3 | 0 | +3 | 0.0% | |||
| &PARTNERS independent RIA | Glen Allen, Va | 10 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Winston Salem, Nc | 10 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Tyler, Tx | 9 | 1 | 0 | +1 | 0.0% | |||
| &PARTNERS independent RIA | Wichita, Ks | 9 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Fayetteville, Ar | 9 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Sumter, Sc | 8 | 2 | 0 | +2 | 0.0% | |||
| &PARTNERS independent RIA | Boston, Ma | 8 | 2 | 0 | +2 | 0.0% | |||
| &PARTNERS independent RIA | Arlington Heights, Il | 8 | 6 | 0 | +6 | 0.0% | |||
| &PARTNERS independent RIA | Austin, Tx | 8 | 7 | 0 | +7 | 0.0% | |||
| &PARTNERS independent RIA | Jackson, Mi | 7 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Charlottesville, Va | 7 | 7 | 0 | +7 | 0.0% | 1 | ||
| &PARTNERS independent RIA | Northbrook, Il | 7 | 2 | 0 | +2 | 0.0% | |||
| &PARTNERS independent RIA | Albany, Ny | 7 | 7 | 0 | +7 | 0.0% | 1 | ||
| &PARTNERS independent RIA | Boca Raton, Fl | 7 | 5 | 0 | +5 | 0.0% | 1 | ||
| &PARTNERS independent RIA | Charlotte, Nc | 6 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Lansing, Ny | 6 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Willoughby Hills, Oh | 6 | 6 | 0 | +6 | 0.0% | 1 | ||
| &PARTNERS independent RIA | Bloomington, Mn | 6 | 1 | 0 | +1 | 0.0% | |||
| &PARTNERS independent RIA | Houston, Tx | 6 | 1 | 0 | +1 | 0.0% | |||
| &PARTNERS independent RIA | Lake Forest, Il | 6 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Russellville, Ar | 6 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Basking Ridge, Nj | 6 | 2 | 0 | +2 | 0.0% | |||
| &PARTNERS independent RIA | Wilmington, De | 6 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Meridian, Ms | 5 | 5 | 0 | +5 | 0.0% | 1 | ||
| &PARTNERS independent RIA | Fairbanks, Ak | 5 | 5 | 0 | +5 | 0.0% | |||
| &PARTNERS independent RIA | Littleton, Co | 5 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Vienna, Va | 5 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Bellevue, Wa | 5 | 5 | 0 | +5 | 0.0% | 1 | ||
| &PARTNERS independent RIA | Aiken, Sc | 5 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Longview, Tx | 5 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Baltimore, Md | 5 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Ann Arbor, Mi | 5 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Thomasville, Ga | 5 | 2 | 0 | +2 | 0.0% | |||
| &PARTNERS independent RIA | Luzerne, Pa | 4 | 1 | 0 | +1 | 0.0% | |||
| &PARTNERS independent RIA | Issaquah, Wa | 4 | 4 | 0 | +4 | 0.0% | 1 | ||
| &PARTNERS independent RIA | Indianapolis, In | 4 | 4 | 0 | +4 | 0.0% | 1 | ||
| &PARTNERS independent RIA | Fort Worth, Tx | 4 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Naperville, Il | 4 | 4 | 0 | +4 | 0.0% | 1 | ||
| &PARTNERS independent RIA | Cumberland, Md | 4 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Bellingham, Wa | 4 | 4 | 0 | +4 | 0.0% | 1 | ||
| &PARTNERS independent RIA | Bloomington, In | 4 | 1 | 0 | +1 | 0.0% | |||
| &PARTNERS independent RIA | Norwich, Ny | 4 | 4 | 0 | +4 | 0.0% | 1 | ||
| &PARTNERS independent RIA | Waco, Tx | 4 | 4 | 0 | +4 | 0.0% | 1 | ||
| &PARTNERS independent RIA | Sewickley, Pa | 4 | 1 | 0 | +1 | 0.0% | |||
| &PARTNERS independent RIA | Terre Haute, In | 4 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Chesterfield, Mo | 4 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Myrtle Beach, Sc | 3 | 2 | 0 | +2 | 0.0% | |||
| &PARTNERS independent RIA | Mishawaka, In | 3 | 3 | 0 | +3 | 0.0% | |||
| &PARTNERS independent RIA | Oakdale, Mn | 3 | 0 | 0 | 0 | 0.0% | |||
| &PARTNERS independent RIA | Cottage Grove, Or | 3 | 3 | 0 | +3 | 0.0% | 1 | ||
| &PARTNERS independent RIA | Carbondale, Il | 3 | 1 | 0 | +1 | 0.0% | |||
| &PARTNERS independent RIA | Greensburg, Pa | 3 | 0 | 0 | 0 | 0.0% |