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.
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 |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY wirehouse | New York, Ny | 2,584 | 294 | 60 | +234 | 2.3% | 11 | 11 | |
| MORGAN STANLEY wirehouse | Gilbert, Az | 150 | 42 | 43 | -1 | 29% | 4 | 1 | |
| MORGAN STANLEY wirehouse | Tampa, Fl | 342 | 60 | 37 | +23 | 11% | 4 | 1 | |
| MORGAN STANLEY wirehouse | Purchase, Ny ยท principal | 885 | 186 | 27 | +159 | 3.1% | 3 | ||
| MORGAN STANLEY wirehouse | Alpharetta, Ga | 371 | 74 | 24 | +50 | 6.5% | 2 | 1 | |
| MORGAN STANLEY wirehouse | Atlanta, Ga | 502 | 39 | 20 | +19 | 4.0% | 4 | ||
| MORGAN STANLEY wirehouse | Chicago, Il | 720 | 89 | 17 | +72 | 2.4% | 1 | ||
| MORGAN STANLEY wirehouse | Boston, Ma | 427 | 48 | 14 | +34 | 3.3% | 3 | 7 | |
| MORGAN STANLEY wirehouse | Miami, Fl | 486 | 54 | 13 | +41 | 2.7% | 3 | ||
| MORGAN STANLEY wirehouse | Boca Raton, Fl | 239 | 13 | 13 | 0 | 5.4% | 1 | 2 | |
| MORGAN STANLEY wirehouse | Sandy, Ut | 181 | 31 | 13 | +18 | 7.2% | 1 | ||
| MORGAN STANLEY wirehouse | Washington, Dc | 260 | 12 | 10 | +2 | 3.8% | 2 | 1 | |
| MORGAN STANLEY wirehouse | Beverly Hills, Ca | 182 | 15 | 10 | +5 | 5.5% | 2 | ||
| MORGAN STANLEY wirehouse | Naples, Fl | 163 | 10 | 9 | +1 | 5.5% | 2 | ||
| MORGAN STANLEY wirehouse | Aventura, Fl | 128 | 9 | 8 | +1 | 6.3% | 2 | ||
| MORGAN STANLEY wirehouse | Cincinnati, Oh | 152 | 8 | 7 | +1 | 4.6% | 1 | ||
| MORGAN STANLEY wirehouse | Tempe, Az | 88 | 25 | 7 | +18 | 8.0% | 1 | ||
| MORGAN STANLEY wirehouse | San Francisco, Ca | 571 | 33 | 6 | +27 | 1.1% | 2 | ||
| MORGAN STANLEY wirehouse | Houston, Tx | 388 | 20 | 6 | +14 | 1.5% | |||
| MORGAN STANLEY wirehouse | Bethesda, Md | 94 | 8 | 6 | +2 | 6.4% | 1 | ||
| MORGAN STANLEY wirehouse | Long Beach, Ca | 90 | 18 | 6 | +12 | 6.7% | 1 | ||
| MORGAN STANLEY wirehouse | Middleton, Ma | 66 | 7 | 6 | +1 | 9.1% | 1 | ||
| MORGAN STANLEY wirehouse | Indianapolis, In | 119 | 7 | 5 | +2 | 4.2% | 1 | 1 | |
| MORGAN STANLEY wirehouse | Honolulu, Hi | 92 | 10 | 5 | +5 | 5.4% | 1 | ||
| MORGAN STANLEY wirehouse | Paramus, Nj | 192 | 12 | 4 | +8 | 2.1% | 1 | ||
| MORGAN STANLEY wirehouse | Columbus, Oh | 176 | 19 | 4 | +15 | 2.3% | |||
| MORGAN STANLEY wirehouse | San Diego, Ca | 168 | 10 | 4 | +6 | 2.4% | 3 | ||
| MORGAN STANLEY wirehouse | Wayzata, Mn | 88 | 3 | 4 | -1 | 4.5% | |||
| MORGAN STANLEY wirehouse | West Palm Beach, Fl | 85 | 12 | 4 | +8 | 4.7% | 1 | ||
| MORGAN STANLEY wirehouse | Kirkland, Wa | 77 | 14 | 4 | +10 | 5.2% | 1 | ||
| MORGAN STANLEY wirehouse | Oklahoma City, Ok | 56 | 6 | 4 | +2 | 7.1% | 1 | ||
| MORGAN STANLEY wirehouse | Bloomington, Mn | 54 | 3 | 4 | -1 | 7.4% | |||
| MORGAN STANLEY wirehouse | Annapolis, Md | 41 | 3 | 4 | -1 | 9.8% | 1 | ||
| MORGAN STANLEY wirehouse | Camp Hill, Pa | 35 | 1 | 4 | -3 | 11% | 1 | ||
| MORGAN STANLEY wirehouse | Dallas, Tx | 263 | 31 | 3 | +28 | 1.1% | 1 | ||
| MORGAN STANLEY wirehouse | Los Angeles, Ca | 246 | 17 | 3 | +14 | 1.2% | 1 | 2 | |
| MORGAN STANLEY wirehouse | Menlo Park, Ca | 232 | 15 | 3 | +12 | 1.3% | |||
| MORGAN STANLEY wirehouse | Palo Alto, Ca | 189 | 17 | 3 | +14 | 1.6% | 2 | ||
| MORGAN STANLEY wirehouse | Scottsdale, Az | 172 | 7 | 3 | +4 | 1.7% | 1 | ||
| MORGAN STANLEY wirehouse | Pasadena, Ca | 156 | 12 | 3 | +9 | 1.9% | 1 | ||
| MORGAN STANLEY wirehouse | Denver, Co | 133 | 10 | 3 | +7 | 2.3% | |||
| MORGAN STANLEY wirehouse | Melville, Ny | 128 | 4 | 3 | +1 | 2.3% | 1 | ||
| MORGAN STANLEY wirehouse | Charlotte, Nc | 127 | 17 | 3 | +14 | 2.4% | 2 | ||
| MORGAN STANLEY wirehouse | Palm Beach Gardens, Fl | 117 | 8 | 3 | +5 | 2.6% | 1 | 2 | |
| MORGAN STANLEY wirehouse | Birmingham, Mi | 85 | 9 | 3 | +6 | 3.5% | |||
| MORGAN STANLEY wirehouse | Stamford, Ct | 78 | 3 | 3 | 0 | 3.8% | |||
| MORGAN STANLEY wirehouse | Ponte Vedra Beach, Fl | 68 | 8 | 3 | +5 | 4.4% | |||
| MORGAN STANLEY wirehouse | Winter Park, Fl | 63 | 1 | 3 | -2 | 4.8% | |||
| MORGAN STANLEY wirehouse | Bellevue, Wa | 61 | 5 | 3 | +2 | 4.9% | 1 | ||
| MORGAN STANLEY wirehouse | St Petersburg, Fl | 60 | 1 | 3 | -2 | 5.0% | 1 | 1 | |
| MORGAN STANLEY wirehouse | Laguna Niguel, Ca | 49 | 0 | 3 | -3 | 6.1% | 2 | ||
| MORGAN STANLEY wirehouse | Portland, Or | 41 | 5 | 3 | +2 | 7.3% | |||
| MORGAN STANLEY wirehouse | Santa Monica, Ca | 31 | 1 | 3 | -2 | 9.7% | 1 | ||
| MORGAN STANLEY wirehouse | Boulder, Co | 26 | 0 | 3 | -3 | 12% | 1 | ||
| MORGAN STANLEY wirehouse | Jersey City, Nj | 26 | 1 | 3 | -2 | 12% | |||
| MORGAN STANLEY wirehouse | Akron, Oh | 22 | 2 | 3 | -1 | 14% | |||
| MORGAN STANLEY wirehouse | New Albany, Oh | 13 | 0 | 3 | -3 | 23% | 1 | ||
| MORGAN STANLEY wirehouse | Hot Springs, Ar | 3 | 0 | 3 | -3 | 100% | 1 | ||
| MORGAN STANLEY wirehouse | Pueblo, Co | 2 | 1 | 3 | -2 | 150% | 1 | ||
| MORGAN STANLEY wirehouse | Morristown, Nj | 295 | 19 | 2 | +17 | 0.7% | 1 |