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 |
|---|---|---|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC wirehouse | New York, Ny ยท principal | 2,286 | 434 | 62 | +372 | 2.7% | 9 | 13 | |
| J.P. MORGAN SECURITIES LLC wirehouse | Los Angeles, Ca | 407 | 78 | 18 | +60 | 4.4% | 6 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Houston, Tx | 359 | 62 | 18 | +44 | 5.0% | 2 | 1 | |
| J.P. MORGAN SECURITIES LLC wirehouse | Chicago, Il | 784 | 137 | 15 | +122 | 1.9% | 5 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Dallas, Tx | 297 | 41 | 15 | +26 | 5.1% | 2 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | San Antonio, Tx | 160 | 56 | 14 | +42 | 8.8% | 3 | 1 | |
| J.P. MORGAN SECURITIES LLC wirehouse | Boston, Ma | 346 | 41 | 13 | +28 | 3.8% | 1 | 6 | |
| J.P. MORGAN SECURITIES LLC wirehouse | Austin, Tx | 147 | 34 | 13 | +21 | 8.8% | 2 | 1 | |
| J.P. MORGAN SECURITIES LLC wirehouse | San Francisco, Ca | 401 | 63 | 12 | +51 | 3.0% | 2 | 2 | |
| J.P. MORGAN SECURITIES LLC wirehouse | Miami, Fl | 453 | 127 | 11 | +116 | 2.4% | 2 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Plano, Tx | 296 | 67 | 10 | +57 | 3.4% | 1 | 1 | |
| J.P. MORGAN SECURITIES LLC wirehouse | Atlanta, Ga | 226 | 44 | 10 | +34 | 4.4% | 1 | 1 | |
| J.P. MORGAN SECURITIES LLC wirehouse | Charlotte, Nc | 68 | 14 | 9 | +5 | 13% | 1 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Tempe, Az | 166 | 70 | 8 | +62 | 4.8% | 2 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Brooklyn, Ny | 150 | 27 | 7 | +20 | 4.7% | 1 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Denver, Co | 123 | 29 | 7 | +22 | 5.7% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Scottsdale, Az | 61 | 6 | 7 | -1 | 11% | 1 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Columbus, Oh | 624 | 103 | 6 | +97 | 1.0% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Seattle, Wa | 114 | 23 | 6 | +17 | 5.3% | 4 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Washington, Dc | 144 | 19 | 4 | +15 | 2.8% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Fort Worth, Tx | 110 | 15 | 4 | +11 | 3.6% | 2 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Phoenix, Az | 101 | 17 | 4 | +13 | 4.0% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Baltimore, Md | 31 | 4 | 4 | 0 | 13% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Ft Worth, Tx | 21 | 2 | 4 | -2 | 19% | 1 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Irvine, Ca | 245 | 70 | 3 | +67 | 1.2% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Greenwich, Ct | 150 | 22 | 3 | +19 | 2.0% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | San Diego, Ca | 125 | 22 | 3 | +19 | 2.4% | 1 | 3 | |
| J.P. MORGAN SECURITIES LLC wirehouse | Newport Beach, Ca | 87 | 6 | 3 | +3 | 3.4% | 1 | 1 | |
| J.P. MORGAN SECURITIES LLC wirehouse | Mineola, Ny | 58 | 15 | 3 | +12 | 5.2% | 1 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Las Vegas, Nv | 56 | 7 | 3 | +4 | 5.4% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Milwaukee, Wi | 41 | 6 | 3 | +3 | 7.3% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Minneapolis, Mn | 39 | 6 | 3 | +3 | 7.7% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Vancouver, Wa | 12 | 1 | 3 | -2 | 25% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Irving, Tx | 10 | 1 | 3 | -2 | 30% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Round Rock, Tx | 7 | 2 | 3 | -1 | 43% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Philadelphia, Pa | 155 | 25 | 2 | +23 | 1.3% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Summit, Nj | 138 | 28 | 2 | +26 | 1.4% | 1 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Jacksonville, Fl | 104 | 36 | 2 | +34 | 1.9% | 1 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Tampa, Fl | 82 | 13 | 2 | +11 | 2.4% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Palm Beach, Fl | 78 | 19 | 2 | +17 | 2.6% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Indianapolis, In | 77 | 11 | 2 | +9 | 2.6% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Birmingham, Mi | 56 | 6 | 2 | +4 | 3.6% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Ft Lauderdale, Fl | 46 | 13 | 2 | +11 | 4.3% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Rochester, Ny | 37 | 5 | 2 | +3 | 5.4% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Naples, Fl | 36 | 4 | 2 | +2 | 5.6% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Sacramento, Ca | 36 | 9 | 2 | +7 | 5.6% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Cincinnati, Oh | 36 | 9 | 2 | +7 | 5.6% | 1 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | The Woodlands, Tx | 32 | 6 | 2 | +4 | 6.3% | 1 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Pittsburgh, Pa | 32 | 9 | 2 | +7 | 6.3% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Frisco, Tx | 22 | 6 | 2 | +4 | 9.1% | 1 | 1 | |
| J.P. MORGAN SECURITIES LLC wirehouse | Torrance, Ca | 19 | 3 | 2 | +1 | 11% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Chandler, Az | 19 | 0 | 2 | -2 | 11% | 2 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Manhattan Beach, Ca | 17 | 1 | 2 | -1 | 12% | 1 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Gilbert, Az | 15 | 4 | 2 | +2 | 13% | 3 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Oakland, Ca | 14 | 4 | 2 | +2 | 14% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Evanston, Il | 13 | 3 | 2 | +1 | 15% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Alpharetta, Ga | 13 | 2 | 2 | 0 | 15% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Glendale, Az | 11 | 2 | 2 | 0 | 18% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Weston, Fl | 9 | 2 | 2 | 0 | 22% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Miami Beach, Fl | 9 | 1 | 2 | -1 | 22% |
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2,498 offices match.