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 FINANCIAL LLC BD affiliated | San Diego, Ca | 1,957 | 526 | 55 | +471 | 2.8% | 4 | 4 | |
| LPL FINANCIAL LLC BD affiliated | Fort Mill, Sc ยท principal | 731 | 156 | 28 | +128 | 3.8% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Fort Collins, Co | 36 | 4 | 15 | -11 | 42% | 3 | ||
| LPL FINANCIAL LLC BD affiliated | Roseville, Ca | 45 | 4 | 14 | -10 | 31% | 2 | ||
| LPL FINANCIAL LLC BD affiliated | Charlotte, Nc | 204 | 39 | 11 | +28 | 5.4% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Denver, Co | 110 | 18 | 9 | +9 | 8.2% | 2 | 3 | |
| LPL FINANCIAL LLC BD affiliated | Evansville, In | 20 | 2 | 9 | -7 | 45% | 2 | ||
| LPL FINANCIAL LLC BD affiliated | Newport Beach, Ca | 92 | 9 | 7 | +2 | 7.6% | |||
| LPL FINANCIAL LLC BD affiliated | Scottsdale, Az | 160 | 23 | 5 | +18 | 3.1% | 4 | ||
| LPL FINANCIAL LLC BD affiliated | Austin, Tx | 157 | 46 | 5 | +41 | 3.2% | 3 | ||
| LPL FINANCIAL LLC BD affiliated | Baton Rouge, La | 75 | 8 | 5 | +3 | 6.7% | |||
| LPL FINANCIAL LLC BD affiliated | Fargo, Nd | 62 | 12 | 5 | +7 | 8.1% | 1 | 1 | |
| LPL FINANCIAL LLC BD affiliated | Lafayette, La | 37 | 4 | 5 | -1 | 14% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Moline, Il | 11 | 1 | 5 | -4 | 45% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Tampa, Fl | 111 | 14 | 4 | +10 | 3.6% | 2 | ||
| LPL FINANCIAL LLC BD affiliated | Dallas, Tx | 106 | 28 | 4 | +24 | 3.8% | 1 | 1 | |
| LPL FINANCIAL LLC BD affiliated | Melville, Ny | 74 | 13 | 4 | +9 | 5.4% | |||
| LPL FINANCIAL LLC BD affiliated | Sacramento, Ca | 63 | 15 | 4 | +11 | 6.3% | 2 | ||
| LPL FINANCIAL LLC BD affiliated | Knoxville, Tn | 61 | 7 | 4 | +3 | 6.6% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Albuquerque, Nm | 59 | 9 | 4 | +5 | 6.8% | 1 | 1 | |
| LPL FINANCIAL LLC BD affiliated | Salt Lake City, Ut | 54 | 3 | 4 | -1 | 7.4% | |||
| LPL FINANCIAL LLC BD affiliated | Orlando, Fl | 50 | 8 | 4 | +4 | 8.0% | |||
| LPL FINANCIAL LLC BD affiliated | Wilmington, De | 38 | 2 | 4 | -2 | 11% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Murfreesboro, Tn | 25 | 1 | 4 | -3 | 16% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Edmond, Ok | 24 | 3 | 4 | -1 | 17% | 1 | 1 | |
| LPL FINANCIAL LLC BD affiliated | Amarillo, Tx | 14 | 4 | 4 | 0 | 29% | 2 | ||
| LPL FINANCIAL LLC BD affiliated | Hattiesburg, Ms | 14 | 3 | 4 | -1 | 29% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | West Palm Beach, Fl | 14 | 1 | 4 | -3 | 29% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Houston, Tx | 175 | 26 | 3 | +23 | 1.7% | 2 | ||
| LPL FINANCIAL LLC BD affiliated | Chicago, Il | 165 | 17 | 3 | +14 | 1.8% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Las Vegas, Nv | 123 | 21 | 3 | +18 | 2.4% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Seattle, Wa | 100 | 18 | 3 | +15 | 3.0% | 2 | ||
| LPL FINANCIAL LLC BD affiliated | San Jose, Ca | 84 | 4 | 3 | +1 | 3.6% | 1 | 1 | |
| LPL FINANCIAL LLC BD affiliated | St Louis, Mo | 82 | 7 | 3 | +4 | 3.7% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Pasadena, Ca | 70 | 8 | 3 | +5 | 4.3% | 1 | 1 | |
| LPL FINANCIAL LLC BD affiliated | Fort Worth, Tx | 66 | 12 | 3 | +9 | 4.5% | 2 | ||
| LPL FINANCIAL LLC BD affiliated | Bloomington, Mn | 58 | 7 | 3 | +4 | 5.2% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Louisville, Ky | 54 | 9 | 3 | +6 | 5.6% | |||
| LPL FINANCIAL LLC BD affiliated | Virginia Beach, Va | 42 | 3 | 3 | 0 | 7.1% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Doylestown, Pa | 32 | 3 | 3 | 0 | 9.4% | |||
| LPL FINANCIAL LLC BD affiliated | La Jolla, Ca | 28 | 4 | 3 | +1 | 11% | |||
| LPL FINANCIAL LLC BD affiliated | Folsom, Ca | 27 | 4 | 3 | +1 | 11% | |||
| LPL FINANCIAL LLC BD affiliated | Miami, Fl | 24 | 5 | 3 | +2 | 13% | |||
| LPL FINANCIAL LLC BD affiliated | Burbank, Ca | 24 | 3 | 3 | 0 | 13% | |||
| LPL FINANCIAL LLC BD affiliated | Portsmouth, Nh | 24 | 2 | 3 | -1 | 13% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Jefferson City, Mo | 22 | 1 | 3 | -2 | 14% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Westerville, Oh | 22 | 2 | 3 | -1 | 14% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Novato, Ca | 21 | 2 | 3 | -1 | 14% | |||
| LPL FINANCIAL LLC BD affiliated | Holland, Mi | 20 | 6 | 3 | +3 | 15% | |||
| LPL FINANCIAL LLC BD affiliated | Hendersonville, Tn | 18 | 1 | 3 | -2 | 17% | |||
| LPL FINANCIAL LLC BD affiliated | Basking Ridge, Nj | 16 | 0 | 3 | -3 | 19% | |||
| LPL FINANCIAL LLC BD affiliated | Fort Lauderdale, Fl | 14 | 1 | 3 | -2 | 21% | |||
| LPL FINANCIAL LLC BD affiliated | Scranton, Pa | 14 | 0 | 3 | -3 | 21% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Chula Vista, Ca | 13 | 1 | 3 | -2 | 23% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Sparta, Nj | 12 | 2 | 3 | -1 | 25% | |||
| LPL FINANCIAL LLC BD affiliated | Wall, Nj | 9 | 0 | 3 | -3 | 33% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | New Paltz, Ny | 6 | 1 | 3 | -2 | 50% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Stillwater, Mn | 6 | 0 | 3 | -3 | 50% | |||
| LPL FINANCIAL LLC BD affiliated | Kokomo, In | 5 | 2 | 3 | -1 | 60% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Lebanon, Tn | 5 | 2 | 3 | -1 | 60% | 1 |
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4,433 offices match.