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
KEY INVESTMENT SERVICES LLC BD affiliated	Brooklyn, Oh · principal	640	139	30	+109	4.7%	3
KEY INVESTMENT SERVICES LLC BD affiliated	Cleveland, Oh	6	1	2	-1	33%
KEY INVESTMENT SERVICES LLC BD affiliated	Canton, Oh	5	0	1	-1	20%
KEY INVESTMENT SERVICES LLC BD affiliated	Hillsboro, Or	4	0	1	-1	25%
KEY INVESTMENT SERVICES LLC BD affiliated	Cincinnati, Oh	4	1	1	0	25%		1
KEY INVESTMENT SERVICES LLC BD affiliated	Anchorage, Ak	4	1	1	0	25%
KEY INVESTMENT SERVICES LLC BD affiliated	Saratoga Springs, Ny	3	1	1	0	33%
KEY INVESTMENT SERVICES LLC BD affiliated	Ann Arbor, Mi	3	1	1	0	33%
KEY INVESTMENT SERVICES LLC BD affiliated	Bellevue, Wa	3	0	1	-1	33%		1
KEY INVESTMENT SERVICES LLC BD affiliated	Colorado Springs, Co	3	2	1	+1	33%
KEY INVESTMENT SERVICES LLC BD affiliated	Pottstown, Pa	2	1	1	0	50%
KEY INVESTMENT SERVICES LLC BD affiliated	Pawling, Ny	2	1	1	0	50%
KEY INVESTMENT SERVICES LLC BD affiliated	Elkhart, In	2	0	1	-1	50%
KEY INVESTMENT SERVICES LLC BD affiliated	Cranberry Twp, Pa	2	0	1	-1	50%
KEY INVESTMENT SERVICES LLC BD affiliated	Exton, Pa	2	1	1	0	50%
KEY INVESTMENT SERVICES LLC BD affiliated	Loveland, Co	2	0	1	-1	50%
KEY INVESTMENT SERVICES LLC BD affiliated	Rochester, Ny	16	3	0	+3	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Seattle, Wa	14	4	0	+4	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Columbus, Oh	9	3	0	+3	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Albany, Ny	8	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Williamsville, Ny	8	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Westlake, Oh	8	3	0	+3	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Syracuse, Ny	7	4	0	+4	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Amherst, Ny	7	2	0	+2	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Indianapolis, In	7	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Toledo, Oh	7	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Pittsburgh, Pa	7	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Denver, Co	6	2	0	+2	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Niagara Falls, Ny	6	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	North Tonawanda, Ny	6	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Akron, Oh	6	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Portland, Me	6	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Lakewood, Oh	6	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Liverpool, Ny	6	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Hamburg, Ny	5	2	0	+2	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Naples, Fl	5	2	0	+2	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Canfield, Oh	5	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Lakewood, Wa	5	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Erie, Pa	5	2	0	+2	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Vancouver, Wa	5	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Mentor, Oh	5	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Solon, Oh	4	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Camillus, Ny	4	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Schenectady, Ny	4	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Strongsville, Oh	4	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Storrs, Ct	4	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Redmond, Wa	4	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Buffalo, Ny	4	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Portland, Or	4	2	0	+2	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Puyallup, Wa	4	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Salt Lake City, Ut	4	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Ogden, Ut	4	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Avon, Oh	4	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Old Saybrook, Ct	4	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Meridian, Id	4	1	0	+1	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Middleburg Heights, Oh	4	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	North Olmsted, Oh	4	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Pocatello, Id	4	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Depew, Ny	4	0	0	0	0.0%
KEY INVESTMENT SERVICES LLC BD affiliated	Chagrin Falls, Oh	4	1	0	+1	0.0%

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347 offices match.