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 |
|---|---|---|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC BD affiliated | Holmdel, Nj | 57 | 20 | 12 | +8 | 21% | |||
| LPL ENTERPRISE, LLC BD affiliated | Troy, Mi | 77 | 18 | 11 | +7 | 14% | 1 | ||
| LPL ENTERPRISE, LLC BD affiliated | Atlanta, Ga | 56 | 20 | 11 | +9 | 20% | |||
| LPL ENTERPRISE, LLC BD affiliated | Warrington, Pa | 72 | 18 | 10 | +8 | 14% | |||
| LPL ENTERPRISE, LLC BD affiliated | Bedminster, Nj | 81 | 15 | 9 | +6 | 11% | |||
| LPL ENTERPRISE, LLC BD affiliated | San Diego, Ca | 36 | 11 | 9 | +2 | 25% | 1 | ||
| LPL ENTERPRISE, LLC BD affiliated | St Louis Park, Mn | 89 | 14 | 7 | +7 | 7.9% | |||
| LPL ENTERPRISE, LLC BD affiliated | Fort Mill, Sc ยท principal | 77 | 10 | 7 | +3 | 9.1% | |||
| LPL ENTERPRISE, LLC BD affiliated | Melville, Ny | 75 | 13 | 7 | +6 | 9.3% | |||
| LPL ENTERPRISE, LLC BD affiliated | Wakefield, Ma | 49 | 8 | 7 | +1 | 14% | |||
| LPL ENTERPRISE, LLC BD affiliated | Houston, Tx | 59 | 14 | 6 | +8 | 10% | |||
| LPL ENTERPRISE, LLC BD affiliated | San Jose, Ca | 47 | 6 | 6 | 0 | 13% | 1 | ||
| LPL ENTERPRISE, LLC BD affiliated | Columbus, Oh | 46 | 6 | 6 | 0 | 13% | |||
| LPL ENTERPRISE, LLC BD affiliated | Plano, Tx | 33 | 17 | 6 | +11 | 18% | |||
| LPL ENTERPRISE, LLC BD affiliated | Indianapolis, In | 71 | 25 | 5 | +20 | 7.0% | |||
| LPL ENTERPRISE, LLC BD affiliated | Tampa, Fl | 38 | 14 | 5 | +9 | 13% | |||
| LPL ENTERPRISE, LLC BD affiliated | Charlotte, Nc | 37 | 10 | 5 | +5 | 14% | |||
| LPL ENTERPRISE, LLC BD affiliated | Orange, Ca | 30 | 5 | 5 | 0 | 17% | |||
| LPL ENTERPRISE, LLC BD affiliated | Mt Pleasant, Sc | 26 | 6 | 5 | +1 | 19% | |||
| LPL ENTERPRISE, LLC BD affiliated | St Louis, Mo | 73 | 3 | 4 | -1 | 5.5% | |||
| LPL ENTERPRISE, LLC BD affiliated | Shelton, Ct | 63 | 21 | 4 | +17 | 6.3% | |||
| LPL ENTERPRISE, LLC BD affiliated | New York, Ny | 58 | 12 | 4 | +8 | 6.9% | |||
| LPL ENTERPRISE, LLC BD affiliated | Paramus, Nj | 46 | 1 | 4 | -3 | 8.7% | |||
| LPL ENTERPRISE, LLC BD affiliated | Wauwatosa, Wi | 35 | 3 | 4 | -1 | 11% | |||
| LPL ENTERPRISE, LLC BD affiliated | Rosemont, Il | 28 | 5 | 4 | +1 | 14% | |||
| LPL ENTERPRISE, LLC BD affiliated | Miami, Fl | 28 | 5 | 4 | +1 | 14% | 1 | ||
| LPL ENTERPRISE, LLC BD affiliated | Walnut Creek, Ca | 6 | 0 | 4 | -4 | 67% | |||
| LPL ENTERPRISE, LLC BD affiliated | Newark, Nj | 3 | 1 | 4 | -3 | 133% | |||
| LPL ENTERPRISE, LLC BD affiliated | Irvine, Ca | 76 | 18 | 3 | +15 | 3.9% | |||
| LPL ENTERPRISE, LLC BD affiliated | Sherman Oaks, Ca | 58 | 12 | 3 | +9 | 5.2% | |||
| LPL ENTERPRISE, LLC BD affiliated | Cranberry Township, Pa | 46 | 4 | 3 | +1 | 6.5% | |||
| LPL ENTERPRISE, LLC BD affiliated | Williamsville, Ny | 29 | 7 | 3 | +4 | 10% | |||
| LPL ENTERPRISE, LLC BD affiliated | Jacksonville, Fl | 28 | 7 | 3 | +4 | 11% | |||
| LPL ENTERPRISE, LLC BD affiliated | Chicago, Il | 28 | 13 | 3 | +10 | 11% | |||
| LPL ENTERPRISE, LLC BD affiliated | Syracuse, Ny | 62 | 2 | 2 | 0 | 3.2% | |||
| LPL ENTERPRISE, LLC BD affiliated | Cockeysville, Md | 59 | 16 | 2 | +14 | 3.4% | |||
| LPL ENTERPRISE, LLC BD affiliated | Downers Grove, Il | 58 | 9 | 2 | +7 | 3.4% | |||
| LPL ENTERPRISE, LLC BD affiliated | Mercer Island, Wa | 37 | 6 | 2 | +4 | 5.4% | 1 | ||
| LPL ENTERPRISE, LLC BD affiliated | White Plains, Ny | 33 | 7 | 2 | +5 | 6.1% | |||
| LPL ENTERPRISE, LLC BD affiliated | Warwick, Ri | 31 | 12 | 2 | +10 | 6.5% | |||
| LPL ENTERPRISE, LLC BD affiliated | Southborough, Ma | 29 | 7 | 2 | +5 | 6.9% | |||
| LPL ENTERPRISE, LLC BD affiliated | Phoenix, Az | 24 | 7 | 2 | +5 | 8.3% | |||
| LPL ENTERPRISE, LLC BD affiliated | Orlando, Fl | 19 | 5 | 2 | +3 | 11% | |||
| LPL ENTERPRISE, LLC BD affiliated | Swansea, Il | 18 | 3 | 2 | +1 | 11% | |||
| LPL ENTERPRISE, LLC BD affiliated | Franklin, Tn | 17 | 11 | 2 | +9 | 12% | |||
| LPL ENTERPRISE, LLC BD affiliated | Roseville, Ca | 15 | 1 | 2 | -1 | 13% | |||
| LPL ENTERPRISE, LLC BD affiliated | Louisville, Ky | 15 | 3 | 2 | +1 | 13% | |||
| LPL ENTERPRISE, LLC BD affiliated | Littleton, Co | 6 | 1 | 2 | -1 | 33% | 1 | ||
| LPL ENTERPRISE, LLC BD affiliated | Farmington Hills, Mi | 5 | 2 | 2 | 0 | 40% | |||
| LPL ENTERPRISE, LLC BD affiliated | Forest Hills, Ny | 2 | 0 | 2 | -2 | 100% | |||
| LPL ENTERPRISE, LLC BD affiliated | Glastonbury, Ct | 2 | 1 | 2 | -1 | 100% | |||
| LPL ENTERPRISE, LLC BD affiliated | Vienna, Va | 41 | 7 | 1 | +6 | 2.4% | |||
| LPL ENTERPRISE, LLC BD affiliated | North Bethesda, Md | 35 | 9 | 1 | +8 | 2.9% | |||
| LPL ENTERPRISE, LLC BD affiliated | Brooklyn, Ny | 29 | 4 | 1 | +3 | 3.4% | |||
| LPL ENTERPRISE, LLC BD affiliated | Englewood, Co | 24 | 12 | 1 | +11 | 4.2% | |||
| LPL ENTERPRISE, LLC BD affiliated | Independence, Oh | 21 | 6 | 1 | +5 | 4.8% | |||
| LPL ENTERPRISE, LLC BD affiliated | Omaha, Ne | 19 | 4 | 1 | +3 | 5.3% | |||
| LPL ENTERPRISE, LLC BD affiliated | Grand Rapids, Mi | 15 | 7 | 1 | +6 | 6.7% | |||
| LPL ENTERPRISE, LLC BD affiliated | Cincinnati, Oh | 13 | 0 | 1 | -1 | 7.7% | |||
| LPL ENTERPRISE, LLC BD affiliated | Lake Oswego, Or | 13 | 5 | 1 | +4 | 7.7% |
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442 offices match.