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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPTRUST institutional | Raleigh, Nc · principal | 138 | 22 | 3 | +19 | 2.2% | |||
| CAPTRUST institutional | San Antonio, Tx | 29 | 1 | 2 | -1 | 6.9% | |||
| CAPTRUST institutional | Rochester, Ny | 17 | 17 | 2 | +15 | 12% | |||
| CAPTRUST institutional | Boston, Ma | 55 | 3 | 1 | +2 | 1.8% | |||
| CAPTRUST institutional | Tampa, Fl | 36 | 16 | 1 | +15 | 2.8% | 2 | ||
| CAPTRUST institutional | Charlotte, Nc | 32 | 7 | 1 | +6 | 3.1% | |||
| CAPTRUST institutional | Costa Mesa, Ca | 18 | 18 | 1 | +17 | 5.6% | |||
| CAPTRUST institutional | Alexandria, Va | 14 | 1 | 1 | 0 | 7.1% | |||
| CAPTRUST institutional | Brentwood, Tn | 33 | 3 | 0 | +3 | 0.0% | |||
| CAPTRUST institutional | Phoenix, Az | 25 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Chesterton, In | 23 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Sacramento, Ca | 21 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST WEALTH ADVISORS independent RIA | Holland, Mi · principal | 19 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Allentown, Pa | 19 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Minnetonka, Mn | 18 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST institutional | Leawood, Ks | 18 | 3 | 0 | +3 | 0.0% | |||
| CAPTRUST institutional | Indianapolis, In | 18 | 3 | 0 | +3 | 0.0% | |||
| CAPTRUST institutional | Dallas, Tx | 18 | 2 | 0 | +2 | 0.0% | |||
| CAPTRUST institutional | Greenville, Sc | 17 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST institutional | Uniontown, Oh | 16 | 2 | 0 | +2 | 0.0% | |||
| CAPTRUST institutional | Salt Lake City, Ut | 15 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST institutional | Chicago, Il | 14 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST institutional | New York, Ny | 13 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST institutional | Lake Success, Ny | 12 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST institutional | Wilmington, Nc | 11 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Warren, Nj | 10 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Houston, Tx | 10 | 2 | 0 | +2 | 0.0% | |||
| CAPTRUST institutional | Bellevue, Wa | 10 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | New Orleans, La | 9 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Southfield, Mi | 9 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Minneapolis, Mn | 9 | 3 | 0 | +3 | 0.0% | |||
| CAPTRUST institutional | West Des Moines, Ia | 9 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Overland Park, Ks | 8 | 8 | 0 | +8 | 0.0% | |||
| CAPTRUST institutional | Folsom, Ca | 8 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST institutional | Greensburg, Pa | 8 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Roseville, Ca | 8 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Pittsburgh, Pa | 8 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | The Woodlands, Tx | 8 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST institutional | Austin, Tx | 8 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST institutional | Bethlehem, Pa | 8 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST institutional | Homewood, Al | 7 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST institutional | Greenwood Village, Co | 7 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Wichita, Ks | 7 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Alpharetta, Ga | 7 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST institutional | Fort Worth, Tx | 6 | 1 | 0 | +1 | 0.0% | |||
| CAPTRUST institutional | Montgomery, Al | 6 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Wayne, Pa | 6 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Clarkston, Mi | 6 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Newton, Ma | 6 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Sanford, Nc | 6 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Lynchburg, Va | 5 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Grand Rapids, Mi | 5 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Lone Tree, Co | 5 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | St Paul, Mn | 5 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Peachtree City, Ga | 4 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Devon, Pa | 4 | 4 | 0 | +4 | 0.0% | |||
| CAPTRUST institutional | Greensboro, Nc | 4 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Newnan, Ga | 4 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Boeme, Tx | 4 | 0 | 0 | 0 | 0.0% | |||
| CAPTRUST institutional | Roanoke, Va | 4 | 0 | 0 | 0 | 0.0% |