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
FARTHER independent RIA	San Francisco, Ca · principal	328	154	20	+134	6.1%	1
FARTHER independent RIA	Irving, Tx	3	0	1	-1	33%
FARTHER independent RIA	Indianapolis, In	8	8	0	+8	0.0%
FARTHER independent RIA	New York, Ny	6	3	0	+3	0.0%
FARTHER independent RIA	Boston, Ma	5	5	0	+5	0.0%		1
FARTHER independent RIA	Englewood, Co	5	0	0	0	0.0%
FARTHER independent RIA	Bartlesville, Ok	5	3	0	+3	0.0%
FARTHER independent RIA	Springfield, Mo	5	0	0	0	0.0%
FARTHER independent RIA	Portland, Me	5	5	0	+5	0.0%		1
FARTHER independent RIA	Greenwood Village, Co	4	4	0	+4	0.0%		1
FARTHER independent RIA	Irvine, Ca	4	1	0	+1	0.0%
FARTHER independent RIA	Dallas, Tx	4	0	0	0	0.0%
FARTHER independent RIA	Austin, Tx	4	0	0	0	0.0%
FARTHER independent RIA	Wilmington, Nc	4	2	0	+2	0.0%		1
FARTHER independent RIA	West Des Moines, Ia	3	3	0	+3	0.0%		1
FARTHER independent RIA	Bend, Or	3	2	0	+2	0.0%
FARTHER independent RIA	Charlottesville, Va	3	3	0	+3	0.0%
FARTHER independent RIA	Duluth, Mn	3	1	0	+1	0.0%
FARTHER independent RIA	Fort Wayne, In	3	3	0	+3	0.0%
FARTHER independent RIA	Jacksonville, Fl	3	2	0	+2	0.0%
FARTHER independent RIA	Larkspur, Ca	3	3	0	+3	0.0%		1
FARTHER independent RIA	Madison, Wi	3	0	0	0	0.0%
FARTHER independent RIA	Marlton, Nj	3	3	0	+3	0.0%
FARTHER independent RIA	Mercer Island, Wa	3	3	0	+3	0.0%
FARTHER independent RIA	Miami, Fl	3	2	0	+2	0.0%
FARTHER independent RIA	Petoskey, Mi	3	3	0	+3	0.0%
FARTHER independent RIA	San Rafael, Ca	3	0	0	0	0.0%		1
FARTHER independent RIA	Needham, Ma	3	0	0	0	0.0%
FARTHER independent RIA	Lake Oswego, Or	2	0	0	0	0.0%
FARTHER independent RIA	Armonk, Ny	2	0	0	0	0.0%
FARTHER independent RIA	Leland, Nc	2	0	0	0	0.0%
FARTHER independent RIA	Brooklyn, Ny	2	1	0	+1	0.0%
FARTHER independent RIA	Winston Salem, Nc	2	2	0	+2	0.0%
FARTHER ASSET MANAGEMENT, LLC independent RIA	San Francisco, Ca · principal	2	1	0	+1	0.0%
FARTHER independent RIA	Athens, Ga	2	2	0	+2	0.0%
FARTHER independent RIA	Mount Solon, Va	2	0	0	0	0.0%
FARTHER independent RIA	Mt Pleasant, Sc	2	0	0	0	0.0%
FARTHER independent RIA	Newport Beach, Ca	2	1	0	+1	0.0%		1
FARTHER independent RIA	Atlantic Beach, Fl	2	0	0	0	0.0%
FARTHER independent RIA	Phoenix, Az	2	1	0	+1	0.0%		1
FARTHER independent RIA	Pittston, Pa	2	2	0	+2	0.0%
FARTHER independent RIA	Ponte Vedra, Fl	2	1	0	+1	0.0%
FARTHER independent RIA	Carlsbad, Ca	2	2	0	+2	0.0%
FARTHER independent RIA	Portland, Or	2	1	0	+1	0.0%
FARTHER independent RIA	Pueblo, Co	2	0	0	0	0.0%
FARTHER independent RIA	San Mateo, Ca	2	1	0	+1	0.0%
FARTHER independent RIA	Searcy, Ar	2	1	0	+1	0.0%
FARTHER independent RIA	Atlanta, Ga	2	0	0	0	0.0%
FARTHER independent RIA	Asheville, Nc	2	2	0	+2	0.0%		1
FARTHER independent RIA	Buffalo, Ny	2	0	0	0	0.0%
FARTHER independent RIA	Tampa, Fl	2	1	0	+1	0.0%
FARTHER independent RIA	Tempe, Az	2	2	0	+2	0.0%
FARTHER independent RIA	Topeka, Ks	2	1	0	+1	0.0%
FARTHER independent RIA	East Syracuse, Ny	2	0	0	0	0.0%
FARTHER independent RIA	Vancouver, Wa	2	1	0	+1	0.0%
FARTHER independent RIA	Franklin, Tn	2	1	0	+1	0.0%
FARTHER independent RIA	Denver, Co	2	1	0	+1	0.0%
FARTHER independent RIA	Delray Beach, Fl	2	1	0	+1	0.0%		1
FARTHER independent RIA	Culver City, Ca	2	2	0	+2	0.0%
FARTHER independent RIA	Hoffman Estates, Il	2	2	0	+2	0.0%		1

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63 offices match.