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 |
|---|---|---|---|---|---|---|---|---|---|
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | South Jordan, Ut · principal | 116 | 22 | 5 | +17 | 4.3% | 1 | ||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Sandy, Ut | 7 | 0 | 1 | -1 | 14% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Santa Rosa, Ca | 4 | 0 | 1 | -1 | 25% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | San Jose, Ca | 10 | 0 | 0 | 0 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Lewes, De | 6 | 0 | 0 | 0 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Honolulu, Hi | 6 | 0 | 0 | 0 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Conshohocken, Pa | 5 | 0 | 0 | 0 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Los Angeles, Ca | 5 | 2 | 0 | +2 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Orem, Ut | 4 | 0 | 0 | 0 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Rockland, Ma | 4 | 4 | 0 | +4 | 0.0% | 1 | ||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Quincy, Ma | 3 | 1 | 0 | +1 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Austin, Tx | 3 | 3 | 0 | +3 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | San Diego, Ca | 2 | 0 | 0 | 0 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Windsor, Co | 2 | 0 | 0 | 0 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Newport Beach, Ca | 2 | 0 | 0 | 0 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Waltham, Ma | 2 | 2 | 0 | +2 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | New York, Ny | 2 | 0 | 0 | 0 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Irvine, Ca | 2 | 0 | 0 | 0 | 0.0% | |||
| DIVERSIFY ADVISORY SERVICES, LLC BD affiliated | Burlington, Ma | 2 | 2 | 0 | +2 | 0.0% | 1 |