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.

Firm	Office	Advisors	Joined 12m	Left 12m	Net	Rate	Teams out	Teams in
ADVICE AND PLANNING SERVICES BD affiliated	Charlotte, Nc	430	88	8	+80	1.9%		3
ADVICE AND PLANNING SERVICES BD affiliated	Frisco, Tx	282	110	8	+102	2.8%
ADVICE AND PLANNING SERVICES BD affiliated	Denver, Co	18	1	6	-5	33%
ADVICE AND PLANNING SERVICES BD affiliated	Glendale, Co	54	1	3	-2	5.6%
ADVICE AND PLANNING SERVICES BD affiliated	Huntersville, Nc	28	4	3	+1	11%
ADVICE AND PLANNING SERVICES BD affiliated	Pittsburgh, Pa	19	0	3	-3	16%
ADVICE AND PLANNING SERVICES BD affiliated	Littleton, Co	5	0	3	-3	60%	1
ADVICE AND PLANNING SERVICES BD affiliated	Arvada, Co	2	0	3	-3	150%
ADVICE AND PLANNING SERVICES BD affiliated	New York, Ny · principal	72	11	2	+9	2.8%		1
ADVICE AND PLANNING SERVICES BD affiliated	Concord, Nc	34	10	2	+8	5.9%
ADVICE AND PLANNING SERVICES BD affiliated	Dallas, Tx	29	15	2	+13	6.9%
ADVICE AND PLANNING SERVICES BD affiliated	Austin, Tx	10	3	2	+1	20%	1
ADVICE AND PLANNING SERVICES BD affiliated	Aurora, Co	10	0	2	-2	20%
ADVICE AND PLANNING SERVICES BD affiliated	Portland, Or	8	0	2	-2	25%
ADVICE AND PLANNING SERVICES BD affiliated	Roswell, Ga	3	0	2	-2	67%	1
ADVICE AND PLANNING SERVICES BD affiliated	Pasadena, Ca	27	6	1	+5	3.7%
ADVICE AND PLANNING SERVICES BD affiliated	Durham, Nc	27	3	1	+2	3.7%
ADVICE AND PLANNING SERVICES BD affiliated	Atlanta, Ga	22	6	1	+5	4.5%
ADVICE AND PLANNING SERVICES BD affiliated	Chicago, Il	19	4	1	+3	5.3%
ADVICE AND PLANNING SERVICES BD affiliated	Gainesville, Fl	15	1	1	0	6.7%
ADVICE AND PLANNING SERVICES BD affiliated	Phoenix, Az	14	3	1	+2	7.1%
ADVICE AND PLANNING SERVICES BD affiliated	Houston, Tx	12	3	1	+2	8.3%
ADVICE AND PLANNING SERVICES BD affiliated	Fairfax, Va	11	0	1	-1	9.1%
ADVICE AND PLANNING SERVICES BD affiliated	Prosper, Tx	5	1	1	0	20%
ADVICE AND PLANNING SERVICES BD affiliated	Charlottesville, Va	5	0	1	-1	20%
ADVICE AND PLANNING SERVICES BD affiliated	Denton, Tx	5	4	1	+3	20%
ADVICE AND PLANNING SERVICES BD affiliated	Belmont, Nc	5	0	1	-1	20%
ADVICE AND PLANNING SERVICES BD affiliated	Westminster, Co	5	0	1	-1	20%
ADVICE AND PLANNING SERVICES BD affiliated	Centennial, Co	4	0	1	-1	25%
ADVICE AND PLANNING SERVICES BD affiliated	Kannapolis, Nc	4	1	1	0	25%	1
ADVICE AND PLANNING SERVICES BD affiliated	Morgantown, Wv	4	0	1	-1	25%
ADVICE AND PLANNING SERVICES BD affiliated	Knoxville, Tn	4	0	1	-1	25%
ADVICE AND PLANNING SERVICES BD affiliated	Lynbrook, Ny	2	0	1	-1	50%
ADVICE AND PLANNING SERVICES BD affiliated	Wheat Ridge, Co	2	0	1	-1	50%
ADVICE AND PLANNING SERVICES BD affiliated	Las Vegas, Nv	2	0	1	-1	50%
ADVICE AND PLANNING SERVICES BD affiliated	Lakewood, Co	2	0	1	-1	50%	1
ADVICE AND PLANNING SERVICES BD affiliated	Parker, Co	2	0	1	-1	50%
ADVICE AND PLANNING SERVICES BD affiliated	Philadelphia, Pa	38	7	0	+7	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Waltham, Ma	27	6	0	+6	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Princeton, Nj	23	1	0	+1	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Melville, Ny	23	4	0	+4	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Seattle, Wa	22	6	0	+6	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Ann Arbor, Mi	20	1	0	+1	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Hackensack, Nj	18	2	0	+2	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Hamden, Ct	18	1	0	+1	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Providence, Ri	17	1	0	+1	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Fort Worth, Tx	16	7	0	+7	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Salt Lake City, Ut	15	4	0	+4	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Roseland, Nj	14	0	0	0	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Latham, Ny	13	2	0	+2	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Washington, Dc	13	2	0	+2	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Wheaton, Il	13	1	0	+1	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Lewisville, Tx	13	4	0	+4	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Celina, Tx	12	6	0	+6	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Waxhaw, Nc	12	0	0	0	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Cambridge, Ma	12	0	0	0	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Tampa, Fl	12	0	0	0	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Birmingham, Al	11	0	0	0	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	East Lansing, Mi	11	1	0	+1	0.0%
ADVICE AND PLANNING SERVICES BD affiliated	Harrisburg, Nc	11	1	0	+1	0.0%

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292 offices match.