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
ESI FINANCIAL ADVISORS independent RIA	Latham, Ny	28	5	4	+1	14%	1
ESI FINANCIAL ADVISORS independent RIA	Chicago, Il	43	12	3	+9	7.0%
ESI FINANCIAL ADVISORS independent RIA	Roanoke, Va	35	12	3	+9	8.6%
ESI FINANCIAL ADVISORS independent RIA	Montpelier, Vt · principal	85	7	2	+5	2.4%
ESI FINANCIAL ADVISORS independent RIA	Charlotte, Nc	18	1	2	-1	11%
ESI FINANCIAL ADVISORS independent RIA	Colchester, Vt	60	6	1	+5	1.7%
ESI FINANCIAL ADVISORS independent RIA	Red Bank, Nj	40	3	1	+2	2.5%
ESI FINANCIAL ADVISORS independent RIA	Hauppauge, Ny	37	8	1	+7	2.7%
ESI FINANCIAL ADVISORS independent RIA	Media, Pa	32	2	1	+1	3.1%
ESI FINANCIAL ADVISORS independent RIA	New York, Ny	25	3	1	+2	4.0%
ESI FINANCIAL ADVISORS independent RIA	Sandy Springs, Ga	23	5	1	+4	4.3%
ESI FINANCIAL ADVISORS independent RIA	Boca Raton, Fl	19	2	1	+1	5.3%
ESI FINANCIAL ADVISORS independent RIA	Timonium, Md	18	2	1	+1	5.6%
ESI FINANCIAL ADVISORS independent RIA	Crown Point, In	7	3	1	+2	14%
ESI FINANCIAL ADVISORS independent RIA	Winston Salem, Nc	5	1	1	0	20%
ESI FINANCIAL ADVISORS independent RIA	Jacksonville, Fl	4	0	1	-1	25%
ESI FINANCIAL ADVISORS independent RIA	Melville, Ny	19	2	0	+2	0.0%
ESI FINANCIAL ADVISORS independent RIA	Addison, Tx	18	3	0	+3	0.0%
ESI FINANCIAL ADVISORS independent RIA	Clifton Park, Ny	14	2	0	+2	0.0%
ESI FINANCIAL ADVISORS independent RIA	Roseland, Nj	13	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Irvine, Ca	12	4	0	+4	0.0%
ESI FINANCIAL ADVISORS independent RIA	Fairfax, Va	11	3	0	+3	0.0%
ESI FINANCIAL ADVISORS independent RIA	South Jordan, Ut	9	3	0	+3	0.0%
ESI FINANCIAL ADVISORS independent RIA	Columbus, Oh	9	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Glastonbury, Ct	8	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Marlton, Nj	7	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Amherst, Ny	7	3	0	+3	0.0%
ESI FINANCIAL ADVISORS independent RIA	White Plains, Ny	6	1	0	+1	0.0%
ESI FINANCIAL ADVISORS independent RIA	Charleston, Sc	5	5	0	+5	0.0%
ESI FINANCIAL ADVISORS independent RIA	Richmond, Va	4	1	0	+1	0.0%
ESI FINANCIAL ADVISORS independent RIA	Queensbury, Ny	4	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Vergennes, Vt	4	1	0	+1	0.0%
ESI FINANCIAL ADVISORS independent RIA	Oakbrook Terrace, Il	4	1	0	+1	0.0%
ESI FINANCIAL ADVISORS independent RIA	Houston, Tx	3	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Glens Falls, Ny	3	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Cary, Nc	3	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Elgin, Il	3	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Elkins Park, Pa	3	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Green Bay, Wi	3	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Jericho, Ny	3	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Kalispell, Mt	3	1	0	+1	0.0%
ESI FINANCIAL ADVISORS independent RIA	Alhambra, Ca	3	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Overland Park, Ks	3	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Peshtigo, Wi	3	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Portland, Or	3	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Rochester, Ny	3	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Winchester, Va	3	1	0	+1	0.0%
ESI FINANCIAL ADVISORS independent RIA	Lake In The Hills, Il	2	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Bennington, Vt	2	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Minnetonka, Mn	2	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Columbia, Sc	2	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	West Palm Beach, Fl	2	1	0	+1	0.0%
ESI FINANCIAL ADVISORS independent RIA	West Sayville, Ny	2	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Beavercreek, Oh	2	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Cincinnati, Oh	2	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Fayetteville, Ga	2	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Fairport, Ny	2	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Atlanta, Ga	2	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Albany, Ny	2	0	0	0	0.0%
ESI FINANCIAL ADVISORS independent RIA	Greenville, Sc	2	0	0	0	0.0%

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68 offices match.