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
MUTUAL ADVISORS, LLC BD affiliated	Omaha, Ne · principal	148	14	3	+11	2.0%
MUTUAL ADVISORS, LLC BD affiliated	Scottsdale, Az	3	0	1	-1	33%
MUTUAL ADVISORS, LLC BD affiliated	Clayton, Mo	12	2	0	+2	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Camarillo, Ca	10	2	0	+2	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Manhattan Beach, Ca	7	1	0	+1	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Roseville, Ca	5	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Latrobe, Pa	4	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Mercer Island, Wa	4	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Minneapolis, Mn	4	1	0	+1	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Reno, Nv	4	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	San Jose, Ca	4	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Sweetwater, Tx	3	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Prescott, Az	3	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Kingwood, Tx	3	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	St Petersburg, Fl	3	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Caledonia, Mi	3	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Vancouver, Wa	3	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Edwardsville, Il	3	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Milwaukee, Wi	2	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Campbell, Ca	2	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Carpinteria, Ca	2	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Chesterfield, Mo	2	1	0	+1	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Denver, Co	2	1	0	+1	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Greensboro, Nc	2	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Hermosa Beach, Ca	2	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Houston, Tx	2	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Boca Raton, Fl	2	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Pasadena, Ca	2	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Porterville, Ca	2	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Santa Monica, Ca	2	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Seattle, Wa	2	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Thousand Oaks, Ca	2	0	0	0	0.0%
MUTUAL ADVISORS, LLC BD affiliated	Visalia, Ca	2	0	0	0	0.0%

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33 offices match.