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
CREATIVE PLANNING independent RIA	Overland Park, Ks · principal	1,169	236	7	+229	0.6%
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC institutional	Newport Beach, Ca · principal	89	7	7	0	7.9%	1
CREATIVE PLANNING independent RIA	Mclean, Va	30	3	1	+2	3.3%
CREATIVE PLANNING independent RIA	Brookfield, Wi	16	3	1	+2	6.3%
CREATIVE PLANNING independent RIA	Madison, Wi	13	1	1	0	7.7%
CREATIVE PLANNING independent RIA	Denver, Co	13	2	1	+1	7.7%
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC institutional	Knoxville, Tn	10	2	1	+1	10%
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC institutional	Redwood City, Ca	7	0	1	-1	14%
CREATIVE PLANNING independent RIA	Newport Beach, Ca	6	6	1	+5	17%
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC institutional	Eden Prairie, Mn	4	0	1	-1	25%
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC institutional	Westlake Village, Ca	4	0	1	-1	25%
CREATIVE PLANNING independent RIA	Green Bay, Wi	3	0	1	-1	33%
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC institutional	Chicago, Il	3	0	1	-1	33%
CREATIVE PLANNING independent RIA	Eden Prairie, Mn	3	1	1	0	33%
CREATIVE PLANNING independent RIA	Bloomington, Mn	28	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	Atlanta, Ga	25	5	0	+5	0.0%
CREATIVE PLANNING independent RIA	San Diego, Ca	24	2	0	+2	0.0%
CREATIVE PLANNING independent RIA	Chicago, Il	22	5	0	+5	0.0%
CREATIVE PLANNING independent RIA	Oak Brook, Il	19	6	0	+6	0.0%
CREATIVE PLANNING independent RIA	Austin, Tx	18	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	Irvine, Ca	17	8	0	+8	0.0%
CREATIVE PLANNING independent RIA	Dallas, Tx	17	3	0	+3	0.0%
CREATIVE PLANNING independent RIA	Omaha, Ne	12	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	Charlotte, Nc	12	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	Knoxville, Tn	12	12	0	+12	0.0%		1
CREATIVE PLANNING independent RIA	New York, Ny	10	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Doylestown, Pa	10	10	0	+10	0.0%
CREATIVE PLANNING independent RIA	Gilbert, Az	10	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	Memphis, Tn	9	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	Addison, Tx	9	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Montgomery, Oh	9	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Phoenix, Az	9	3	0	+3	0.0%
CREATIVE PLANNING independent RIA	Walnut Creek, Ca	8	0	0	0	0.0%
CREATIVE PLANNING independent RIA	North Bethesda, Md	8	8	0	+8	0.0%
CREATIVE PLANNING independent RIA	Alpharetta, Ga	7	0	0	0	0.0%
CREATIVE PLANNING independent RIA	De Pere, Wi	7	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Kansas City, Mo	7	0	0	0	0.0%		1
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC institutional	Boston, Ma	7	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Berwyn, Pa	7	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Monterey, Ca	7	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	Des Peres, Mo	7	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Bellevue, Wa	6	2	0	+2	0.0%
CREATIVE PLANNING independent RIA	Scottsdale, Az	6	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	Seattle, Wa	6	2	0	+2	0.0%
CREATIVE PLANNING independent RIA	Northbrook, Il	6	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Raleigh, Nc	6	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	Westlake Village, Ca	5	5	0	+5	0.0%
CREATIVE PLANNING independent RIA	Indianapolis, In	5	0	0	0	0.0%
CREATIVE PLANNING independent RIA	St Louis, Mo	5	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Metairie, La	5	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Honolulu, Hi	5	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	Minneapolis, Mn	5	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Greenville, De	5	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Olathe, Ks	5	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	San Francisco, Ca	5	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	The Woodlands, Tx	4	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Tampa, Fl	4	0	0	0	0.0%
CREATIVE PLANNING independent RIA	Wausau, Wi	4	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	Katy, Tx	4	1	0	+1	0.0%
CREATIVE PLANNING independent RIA	El Dorado Hills, Ca	4	0	0	0	0.0%

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153 offices match.