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
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Tampa, Fl · principal	201	43	8	+35	4.0%	1
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Fort Lauderdale, Fl	4	1	1	0	25%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Cocoa Beach, Fl	3	2	1	+1	33%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Denver, Co	7	2	0	+2	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Edmond, Ok	7	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Hastings, Ne	6	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	San Antonio, Tx	6	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Jacksonville Beach, Fl	6	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Schaumburg, Il	6	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Crescent Springs, Ky	5	1	0	+1	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Orlando, Fl	5	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Stamford, Ct	5	3	0	+3	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Jacksonville, Fl	4	1	0	+1	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Fort Washington, Pa	4	1	0	+1	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Louisville, Ky	4	1	0	+1	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Woodstock, Ga	4	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Conshohocken, Pa	4	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Waukesha, Wi	4	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Manistee, Mi	4	1	0	+1	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Granger, In	4	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	St Petersburg, Fl	4	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Clearwater, Fl	4	2	0	+2	0.0%		1
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Lone Tree, Co	3	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Lockport, Ny	3	3	0	+3	0.0%		1
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Great Bend, Ks	3	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Coral Gables, Fl	3	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Cleveland, Oh	3	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Castle Rock, Co	3	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Boca Raton, Fl	3	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Lexington, Ky	3	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Trussville, Al	3	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Albany, Ny	3	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Plantation, Fl	3	1	0	+1	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Syracuse, Ny	3	3	0	+3	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Wexford, Pa	3	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Jackson, Tn	2	1	0	+1	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Glen Rock, Pa	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Winter Haven, Fl	2	1	0	+1	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Cincinnati, Oh	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Jackson, Ms	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Edina, Mn	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Live Oak, Fl	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Annapolis, Md	2	2	0	+2	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Alexandria, La	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Downingtown, Pa	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Louuisville, Ky	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Deerfield Beach, Fl	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Middletown, Oh	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	New Albany, Oh	2	1	0	+1	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Ocala, Fl	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Oregon, Oh	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Pensacola, Fl	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Phoenix, Az	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Williamsville, Ny	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Plymouth, Mn	2	2	0	+2	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Port Orange, Fl	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Powell, Oh	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Rochester, Ny	2	1	0	+1	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	Columbia, Tn	2	0	0	0	0.0%
INDEPENDENT FINANCIAL PARTNERS BD affiliated	San Diego, Ca	2	0	0	0	0.0%

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71 offices match.