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 | Forming |
|---|---|---|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC BD affiliated | New York, Ny ยท principal | 163 | 18 | 4 | +14 | 2.5% | |||
| EAGLE STRATEGIES LLC BD affiliated | Bellevue, Wa | 23 | 3 | 3 | 0 | 13% | |||
| EAGLE STRATEGIES LLC BD affiliated | San Antonio, Tx | 21 | 3 | 3 | 0 | 14% | |||
| EAGLE STRATEGIES LLC BD affiliated | Alpharetta, Ga | 11 | 0 | 3 | -3 | 27% | 1 | ||
| EAGLE STRATEGIES LLC BD affiliated | Westborough, Ma | 10 | 3 | 3 | 0 | 30% | 1 | ||
| EAGLE STRATEGIES LLC BD affiliated | Downers Grove, Il | 7 | 0 | 3 | -3 | 43% | |||
| EAGLE STRATEGIES LLC BD affiliated | Waltham, Ma | 72 | 8 | 2 | +6 | 2.8% | |||
| EAGLE STRATEGIES LLC BD affiliated | Dallas, Tx | 42 | 13 | 2 | +11 | 4.8% | |||
| EAGLE STRATEGIES LLC BD affiliated | Houston, Tx | 26 | 3 | 2 | +1 | 7.7% | |||
| EAGLE STRATEGIES LLC BD affiliated | Glendale, Ca | 23 | 9 | 2 | +7 | 8.7% | |||
| EAGLE STRATEGIES LLC BD affiliated | Los Angeles, Ca | 15 | 4 | 2 | +2 | 13% | |||
| EAGLE STRATEGIES LLC BD affiliated | Knoxville, Tn | 14 | 3 | 2 | +1 | 14% | |||
| EAGLE STRATEGIES LLC BD affiliated | Fresno, Ca | 12 | 2 | 2 | 0 | 17% | |||
| EAGLE STRATEGIES LLC BD affiliated | Pasadena, Ca | 12 | 2 | 2 | 0 | 17% | |||
| EAGLE STRATEGIES LLC BD affiliated | Tulsa, Ok | 11 | 0 | 2 | -2 | 18% | |||
| EAGLE STRATEGIES LLC BD affiliated | Miami, Fl | 10 | 3 | 2 | +1 | 20% | |||
| EAGLE STRATEGIES LLC BD affiliated | Wayne, Pa | 10 | 1 | 2 | -1 | 20% | |||
| EAGLE STRATEGIES LLC BD affiliated | Jacksonville, Fl | 9 | 3 | 2 | +1 | 22% | |||
| EAGLE STRATEGIES LLC BD affiliated | Oklahoma City, Ok | 8 | 0 | 2 | -2 | 25% | 1 | ||
| EAGLE STRATEGIES LLC BD affiliated | Hyannis, Ma | 7 | 1 | 2 | -1 | 29% | |||
| EAGLE STRATEGIES LLC BD affiliated | Franklin, Tn | 6 | 2 | 2 | 0 | 33% | 1 | ||
| EAGLE STRATEGIES LLC BD affiliated | Springfield, Mo | 2 | 0 | 2 | -2 | 100% | |||
| EAGLE STRATEGIES LLC BD affiliated | Frisco, Tx | 32 | 3 | 1 | +2 | 3.1% | |||
| EAGLE STRATEGIES LLC BD affiliated | Austin, Tx | 30 | 4 | 1 | +3 | 3.3% | |||
| EAGLE STRATEGIES LLC BD affiliated | Vienna, Va | 30 | 6 | 1 | +5 | 3.3% | |||
| EAGLE STRATEGIES LLC BD affiliated | Denver, Co | 25 | 1 | 1 | 0 | 4.0% | |||
| EAGLE STRATEGIES LLC BD affiliated | Anaheim, Ca | 23 | 4 | 1 | +3 | 4.3% | |||
| EAGLE STRATEGIES LLC BD affiliated | Charlotte, Nc | 22 | 6 | 1 | +5 | 4.5% | |||
| EAGLE STRATEGIES LLC BD affiliated | Brooklyn, Ny | 21 | 0 | 1 | -1 | 4.8% | |||
| EAGLE STRATEGIES LLC BD affiliated | Irvine, Ca | 20 | 4 | 1 | +3 | 5.0% | |||
| EAGLE STRATEGIES LLC BD affiliated | Saddle Brook, Nj | 19 | 4 | 1 | +3 | 5.3% | |||
| EAGLE STRATEGIES LLC BD affiliated | Honolulu, Hi | 17 | 5 | 1 | +4 | 5.9% | |||
| EAGLE STRATEGIES LLC BD affiliated | Pittsburgh, Pa | 15 | 4 | 1 | +3 | 6.7% | |||
| EAGLE STRATEGIES LLC BD affiliated | Grand Rapids, Mi | 13 | 2 | 1 | +1 | 7.7% | |||
| EAGLE STRATEGIES LLC BD affiliated | Edina, Mn | 13 | 1 | 1 | 0 | 7.7% | |||
| EAGLE STRATEGIES LLC BD affiliated | Maitland, Fl | 13 | 3 | 1 | +2 | 7.7% | |||
| EAGLE STRATEGIES LLC BD affiliated | Latham, Ny | 12 | 3 | 1 | +2 | 8.3% | |||
| EAGLE STRATEGIES LLC BD affiliated | Albuquerque, Nm | 11 | 3 | 1 | +2 | 9.1% | |||
| EAGLE STRATEGIES LLC BD affiliated | Spokane, Wa | 11 | 3 | 1 | +2 | 9.1% | |||
| EAGLE STRATEGIES LLC BD affiliated | San Ramon, Ca | 9 | 0 | 1 | -1 | 11% | |||
| EAGLE STRATEGIES LLC BD affiliated | Raleigh, Nc | 9 | 0 | 1 | -1 | 11% | |||
| EAGLE STRATEGIES LLC BD affiliated | Newport Beach, Ca | 8 | 2 | 1 | +1 | 13% | |||
| EAGLE STRATEGIES LLC BD affiliated | Pensacola, Fl | 8 | 2 | 1 | +1 | 13% | |||
| EAGLE STRATEGIES LLC BD affiliated | Horsham, Pa | 7 | 0 | 1 | -1 | 14% | |||
| EAGLE STRATEGIES LLC BD affiliated | Wall, Nj | 7 | 2 | 1 | +1 | 14% | |||
| EAGLE STRATEGIES LLC BD affiliated | Fort Worth, Tx | 6 | 2 | 1 | +1 | 17% | |||
| EAGLE STRATEGIES LLC BD affiliated | Fremont, Ca | 5 | 2 | 1 | +1 | 20% | |||
| EAGLE STRATEGIES LLC BD affiliated | Rockland, Ma | 5 | 0 | 1 | -1 | 20% | |||
| EAGLE STRATEGIES LLC BD affiliated | Staten Island, Ny | 5 | 1 | 1 | 0 | 20% | |||
| EAGLE STRATEGIES LLC BD affiliated | Perrysburg, Oh | 5 | 1 | 1 | 0 | 20% | |||
| EAGLE STRATEGIES LLC BD affiliated | Matthews, Nc | 4 | 0 | 1 | -1 | 25% | |||
| EAGLE STRATEGIES LLC BD affiliated | Mandeville, La | 4 | 0 | 1 | -1 | 25% | |||
| EAGLE STRATEGIES LLC BD affiliated | Columbus, Ga | 3 | 0 | 1 | -1 | 33% | |||
| EAGLE STRATEGIES LLC BD affiliated | Stockton, Ca | 3 | 1 | 1 | 0 | 33% | |||
| EAGLE STRATEGIES LLC BD affiliated | Westlake Village, Ca | 3 | 1 | 1 | 0 | 33% | |||
| EAGLE STRATEGIES LLC BD affiliated | Montgomery, Al | 3 | 1 | 1 | 0 | 33% | |||
| EAGLE STRATEGIES LLC BD affiliated | Columbiana, Oh | 3 | 0 | 1 | -1 | 33% | |||
| EAGLE STRATEGIES LLC BD affiliated | Winter Park, Fl | 2 | 0 | 1 | -1 | 50% | |||
| EAGLE STRATEGIES LLC BD affiliated | San Dimas, Ca | 2 | 0 | 1 | -1 | 50% | |||
| EAGLE STRATEGIES LLC BD affiliated | Lynchburg, Va | 2 | 0 | 1 | -1 | 50% |
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340 offices match.