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 |
|---|---|---|---|---|---|---|---|---|---|
| GWN SECURITIES INC. BD affiliated | Palm Beach Gardens, Fl ยท principal | 447 | 27 | 6 | +21 | 1.3% | 1 | ||
| GWN SECURITIES INC. BD affiliated | Pasadena, Ca | 39 | 5 | 1 | +4 | 2.6% | |||
| GWN SECURITIES INC. BD affiliated | Bridgewater, Nj | 38 | 3 | 1 | +2 | 2.6% | |||
| GWN SECURITIES INC. BD affiliated | Hauppauge, Ny | 16 | 1 | 1 | 0 | 6.3% | |||
| GWN SECURITIES INC. BD affiliated | Bordentown, Nj | 6 | 0 | 1 | -1 | 17% | |||
| GWN SECURITIES INC. BD affiliated | Grand Rapids, Mi | 2 | 0 | 1 | -1 | 50% | |||
| GWN SECURITIES INC. BD affiliated | Wayne, Pa | 44 | 2 | 0 | +2 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Kansas City, Mo | 10 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Lake Mary, Fl | 8 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Torrance, Ca | 7 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Owasso, Ok | 6 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Miami Lakes, Fl | 6 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Norwalk, Ct | 5 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Albany, Ny | 5 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Adel, Ga | 5 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Henderson, Nv | 5 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Mesquite, Tx | 5 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Bluffton, Sc | 5 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Bardstown, Ky | 5 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | West Palm Beach, Fl | 5 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Dallas, Tx | 4 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Greensburg, Pa | 4 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Austin, Tx | 4 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Irvine, Ca | 4 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Bowling Green, Ky | 4 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Merritt Island, Fl | 4 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | South Jordan, Ut | 4 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Bridgeville, Pa | 4 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Orlando, Fl | 3 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Orange, Ca | 3 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Bloomsburg, Pa | 3 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Camillus, Ny | 3 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Rolling Hills Estates, Ca | 3 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Warwick, Ny | 3 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Altoona, Pa | 3 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | West Chester, Pa | 3 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Bellport, Ny | 3 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Greenwood Village, Co | 3 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Charlotte, Nc | 3 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Los Angeles, Ca | 3 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Edmond, Ok | 3 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | San Marcos, Tx | 3 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Greeley, Co | 3 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Houston, Tx | 3 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Mcallen, Tx | 2 | 1 | 0 | +1 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Watchung, Nj | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Sarasota, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Basking Ridge, Nj | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Beavercreek, Oh | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Blythwood, Sc | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Cerritos, Ca | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Chester, Nj | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Churchville, Pa | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | College Station, Tx | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Colorado Springs, Co | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Cranberry Township, Pa | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Daytona Beach, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Euclid, Oh | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Export, Pa | 2 | 0 | 0 | 0 | 0.0% | |||
| GWN SECURITIES INC. BD affiliated | Fort Pierce, Fl | 2 | 0 | 0 | 0 | 0.0% |
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83 offices match.