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 in
LIDO independent RIA	Los Angeles, Ca · principal	318	92	11	+81	3.5%
LIDO independent RIA	San Diego, Ca	19	2	2	0	11%
LIDO independent RIA	Boulder, Co	14	3	2	+1	14%
LIDO independent RIA	Bellevue, Wa	8	4	2	+2	25%
LIDO independent RIA	Boca Raton, Fl	15	1	1	0	6.7%
LIDO independent RIA	Scottsdale, Az	9	1	1	0	11%
LIDO independent RIA	Chicago, Il	23	2	0	+2	0.0%
LIDO independent RIA	New York, Ny	20	11	0	+11	0.0%	1
LIDO independent RIA	Mequon, Wi	17	3	0	+3	0.0%
LIDO independent RIA	Dallas, Tx	17	2	0	+2	0.0%
LIDO independent RIA	Warren, Nj	15	15	0	+15	0.0%
LIDO independent RIA	Cottonwood Heights, Ut	13	7	0	+7	0.0%
LIDO independent RIA	Ann Arbor, Mi	11	1	0	+1	0.0%
LIDO independent RIA	Atlanta, Ga	9	2	0	+2	0.0%
IDB LIDO WEALTH, LLC bank affiliated	New York, Ny · principal	9	0	0	0	0.0%
LIDO independent RIA	New Albany, Oh	7	2	0	+2	0.0%
LIDO independent RIA	Denver, Co	7	3	0	+3	0.0%
LIDO independent RIA	Wellesley, Ma	6	2	0	+2	0.0%
LIDO independent RIA	San Ramon, Ca	6	6	0	+6	0.0%	1
LIDO independent RIA	Bethesda, Md	4	0	0	0	0.0%
LIDO independent RIA	Tulsa, Ok	4	4	0	+4	0.0%
LIDO independent RIA	East Palo Alto, Ca	4	0	0	0	0.0%
IDB LIDO WEALTH, LLC bank affiliated	Los Angeles, Ca	4	0	0	0	0.0%
LIDO independent RIA	Los Gatos, Ca	3	0	0	0	0.0%
LIDO independent RIA	Red Bank, Nj	3	0	0	0	0.0%
LIDO independent RIA	Louisville, Co	3	0	0	0	0.0%
LIDO independent RIA	Edina, Mn	2	2	0	+2	0.0%
LIDO independent RIA	Johnstown, Co	2	1	0	+1	0.0%
LIDO independent RIA	South Jordan, Ut	2	0	0	0	0.0%

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29 offices match.