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
FISHER INVESTMENTS independent RIA	Plano, Tx · principal	2,960	691	97	+594	3.3%	8
FISHER INVESTMENTS independent RIA	Camas, Wa	856	139	17	+122	2.0%
FISHER INVESTMENTS independent RIA	Tampa, Fl	708	260	8	+252	1.1%		5
FISHER INVESTMENTS independent RIA	Pittsburgh, Pa	2	0	1	-1	50%
FISHER INVESTMENTS independent RIA	San Mateo, Ca	70	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Woodside, Ca	30	1	0	+1	0.0%
FISHER INVESTMENTS independent RIA	Dallas, Tx	15	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Austin, Tx	10	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Vancouver, Wa	7	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Charlotte, Nc	5	2	0	+2	0.0%
FISHER INVESTMENTS independent RIA	New York, Ny	5	0	0	0	0.0%		1
FISHER INVESTMENTS independent RIA	Arlington, Va	4	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Nashville, Tn	4	1	0	+1	0.0%
FISHER INVESTMENTS independent RIA	Atlanta, Ga	3	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Brooklyn, Ny	3	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Houston, Tx	3	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Washougal, Wa	3	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Frisco, Tx	3	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Portland, Or	3	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Park City, Ut	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Philadelphia, Pa	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Prosper, Tx	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Raleigh, Nc	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Saint Louis, Mo	2	1	0	+1	0.0%
FISHER INVESTMENTS independent RIA	Saint Paul, Mn	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	San Francisco, Ca	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Sarasota, Fl	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Spring, Tx	2	1	0	+1	0.0%
FISHER INVESTMENTS independent RIA	St Louis, Mo	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	St Petersburg, Fl	2	0	0	0	0.0%		1
FISHER INVESTMENTS independent RIA	West Chester, Pa	2	1	0	+1	0.0%
FISHER INVESTMENTS independent RIA	Woodland Hills, Ca	2	1	0	+1	0.0%
FISHER INVESTMENTS independent RIA	Elmhurst, Il	2	1	0	+1	0.0%
FISHER INVESTMENTS independent RIA	Westerville, Oh	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Birmingham, Mi	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Boynton Beach, Fl	2	1	0	+1	0.0%
FISHER INVESTMENTS independent RIA	Carrollton, Tx	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Alpharetta, Ga	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Chapel Hill, Nc	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Cincinnati, Oh	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	College Grove, Tn	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Colleyville, Tx	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Danville, Ca	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Denver, Co	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Franklin, Tn	2	1	0	+1	0.0%
FISHER INVESTMENTS independent RIA	Kirkland, Wa	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Las Vegas, Nv	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Los Angeles, Ca	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Miami, Fl	2	0	0	0	0.0%		1
FISHER INVESTMENTS independent RIA	Oakland, Ca	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Chicago, Il	2	0	0	0	0.0%
FISHER INVESTMENTS independent RIA	Jacksonville, Fl	2	1	0	+1	0.0%

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52 offices match.