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
CWM, LLC BD affiliated	Omaha, Ne · principal	615	140	12	+128	2.0%	2
CWM, LLC BD affiliated	Cincinnati, Oh	11	11	1	+10	9.1%
CWM, LLC BD affiliated	Houston, Tx	4	0	1	-1	25%
CWM, LLC BD affiliated	Dallas, Tx	3	0	1	-1	33%
CWM, LLC BD affiliated	San Rafael, Ca	3	1	1	0	33%
CWM, LLC BD affiliated	Cupertino, Ca	3	0	1	-1	33%
CWM, LLC BD affiliated	New Orleans, La	3	0	1	-1	33%
CWM, LLC BD affiliated	Scottsdale, Az	18	2	0	+2	0.0%
CWM, LLC BD affiliated	Amarillo, Tx	16	0	0	0	0.0%
CWM, LLC BD affiliated	Baton Rouge, La	15	2	0	+2	0.0%
CWM, LLC BD affiliated	Palatine, Il	13	2	0	+2	0.0%
CWM, LLC BD affiliated	Southlake, Tx	13	1	0	+1	0.0%
CWM, LLC BD affiliated	Cedar Rapids, Ia	12	1	0	+1	0.0%
CWM, LLC BD affiliated	Overland Park, Ks	12	2	0	+2	0.0%
CWM, LLC BD affiliated	Green Bay, Wi	11	6	0	+6	0.0%
CWM, LLC BD affiliated	Englewood, Co	10	0	0	0	0.0%
CWM, LLC BD affiliated	Lake Oswego, Or	10	2	0	+2	0.0%
CWM, LLC BD affiliated	Wichita, Ks	10	0	0	0	0.0%
CWM, LLC BD affiliated	Westport, Ct	8	1	0	+1	0.0%
CWM, LLC BD affiliated	Hastings, Ne	8	1	0	+1	0.0%
CWM, LLC BD affiliated	Yuma, Az	8	0	0	0	0.0%
CWM, LLC BD affiliated	Valparaiso, In	7	0	0	0	0.0%
CWM, LLC BD affiliated	Lake Mary, Fl	7	7	0	+7	0.0%
CWM, LLC BD affiliated	Pittsburgh, Pa	7	2	0	+2	0.0%
CWM, LLC BD affiliated	Hagerstown, Md	7	2	0	+2	0.0%
CWM, LLC BD affiliated	Franklin Lakes, Nj	7	1	0	+1	0.0%
CWM, LLC BD affiliated	Conshohocken, Pa	7	0	0	0	0.0%
CWM, LLC BD affiliated	Lebanon, Nh	7	7	0	+7	0.0%		1
CWM, LLC BD affiliated	Arvada, Co	7	2	0	+2	0.0%
CWM, LLC BD affiliated	Atlanta, Ga	7	3	0	+3	0.0%		1
CWM, LLC BD affiliated	Roseville, Ca	7	3	0	+3	0.0%
CWM, LLC BD affiliated	West Des Moines, Ia	6	1	0	+1	0.0%
CWM, LLC BD affiliated	Doylestown, Pa	6	0	0	0	0.0%
CWM, LLC BD affiliated	Torrance, Ca	6	0	0	0	0.0%
CWM, LLC BD affiliated	Woodland Hills, Ca	6	0	0	0	0.0%
CWM, LLC BD affiliated	Fairmont, Mn	6	0	0	0	0.0%
CWM, LLC BD affiliated	Wasilla, Ak	6	6	0	+6	0.0%
CWM, LLC BD affiliated	Las Vegas, Nv	6	2	0	+2	0.0%
CWM, LLC BD affiliated	Farmington Hills, Mi	6	0	0	0	0.0%
CWM, LLC BD affiliated	Orlando, Fl	6	1	0	+1	0.0%
CWM, LLC BD affiliated	Pasadena, Ca	6	0	0	0	0.0%
CWM, LLC BD affiliated	Ann Arbor, Mi	6	1	0	+1	0.0%
CWM, LLC BD affiliated	Waltham, Ma	5	0	0	0	0.0%
CWM, LLC BD affiliated	The Woodlands, Tx	5	0	0	0	0.0%
CWM, LLC BD affiliated	Stephenville, Tx	5	2	0	+2	0.0%
CWM, LLC BD affiliated	Farmington, Ct	5	1	0	+1	0.0%
CWM, LLC BD affiliated	Carlisle, Pa	5	1	0	+1	0.0%
CWM, LLC BD affiliated	Johnson City, Tn	5	0	0	0	0.0%
CWM, LLC BD affiliated	Cockeysville, Md	5	0	0	0	0.0%
CWM, LLC BD affiliated	Edmond, Ok	5	5	0	+5	0.0%		1
CWM, LLC BD affiliated	Sioux Falls, Sd	5	0	0	0	0.0%
CWM, LLC BD affiliated	Milton, Ga	5	0	0	0	0.0%
CWM, LLC BD affiliated	Irvine, Ca	5	1	0	+1	0.0%
CWM, LLC BD affiliated	Hauppauge, Ny	5	2	0	+2	0.0%
CWM, LLC BD affiliated	Billings, Mt	5	0	0	0	0.0%
CWM, LLC BD affiliated	Littleton, Co	5	0	0	0	0.0%
CWM, LLC BD affiliated	Murray, Ut	5	2	0	+2	0.0%
CWM, LLC BD affiliated	Fort Atkinson, Wi	5	1	0	+1	0.0%
CWM, LLC BD affiliated	Quincy, Il	5	0	0	0	0.0%
CWM, LLC BD affiliated	Austin, Tx	5	0	0	0	0.0%

Page 1 of 3Next

156 offices match.