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
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Palm Beach Gardens, Fl · principal	394	41	18	+23	4.6%	1
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Louisville, Ky	46	4	1	+3	2.2%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Bellefontaine, Oh	9	0	1	-1	11%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Saint Peters, Mo	66	9	0	+9	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Wethersfield, Ct	31	2	0	+2	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	New City, Ny	10	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Amherst, Nh	9	1	0	+1	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Marietta, Ga	7	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Brea, Ca	6	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Indianapolis, In	6	1	0	+1	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Placentia, Ca	6	3	0	+3	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Sidney, Oh	6	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Dublin, Oh	5	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Conway, Ar	5	5	0	+5	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Cincinnati, Oh	5	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Washington, Mo	5	1	0	+1	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Portsmouth, Oh	4	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Sarasota, Fl	4	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Springfield, Il	4	1	0	+1	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Cleveland, Tn	4	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Troy, Mi	4	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Bradenton, Fl	4	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Pleasant View, Tn	4	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Boston, Ma	3	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Tulsa, Ok	3	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Middleville, Mi	3	1	0	+1	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Denver, Co	3	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Lexington, Ky	3	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Westfield, Ma	3	1	0	+1	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Fort Worth, Tx	3	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Braintree, Ma	3	3	0	+3	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Loveland, Co	3	1	0	+1	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Batesville, In	3	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Boonville, Mo	3	1	0	+1	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Peabody, Ma	3	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Russellville, Ar	2	2	0	+2	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Saco, Me	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Saint Charles, Mo	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Sioux Center, Ia	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Sunbury, Oh	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Tampa, Fl	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Thibodaux, La	2	1	0	+1	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Towson, Md	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Tulare, Ca	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Vandalia, Oh	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Washington, Pa	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Williamsburg, Va	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Windsor Locks, Ct	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Worcester, Ma	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Pittsboro, Nc	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Bozeman, Mt	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Butler, Mo	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Carmel, In	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Chillicothe, Oh	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Coldwater, Oh	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Columbus, In	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Corpus Christi, Tx	2	0	0	0	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Dayton, Tn	2	1	0	+1	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Fayetteville, Ga	2	1	0	+1	0.0%
MONEY CONCEPTS ADVISORY SERVICE BD affiliated	Franklin, Tn	2	0	0	0	0.0%

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84 offices match.