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
NEWEDGE ADVISORS BD affiliated	New Orleans, La · principal	599	134	29	+105	4.8%	4
NEWEDGE ADVISORS BD affiliated	Jupiter, Fl	5	1	2	-1	40%	1
NEWEDGE ADVISORS BD affiliated	Dallas, Tx	12	5	1	+4	8.3%
NEWEDGE ADVISORS BD affiliated	Jacksonville, Fl	8	5	1	+4	13%		2
NEWEDGE ADVISORS BD affiliated	Nashville, Tn	2	2	1	+1	50%		1
NEWEDGE ADVISORS BD affiliated	Lafayette, La	18	2	0	+2	0.0%
NEWEDGE ADVISORS BD affiliated	Franklin, Tn	17	17	0	+17	0.0%		1
NEWEDGE ADVISORS BD affiliated	Milldale, Ct	11	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Birmingham, Al	11	11	0	+11	0.0%
NEWEDGE ADVISORS BD affiliated	Pittsburgh, Pa	10	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	Shreveport, La	10	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	Troy, Mi	10	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Greenville, Sc	9	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	Bismarck, Nd	9	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Destin, Fl	9	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	Baton Rouge, La	8	2	0	+2	0.0%
NEWEDGE ADVISORS BD affiliated	Sarasota, Fl	8	4	0	+4	0.0%
NEWEDGE ADVISORS BD affiliated	Beaumont, Tx	8	4	0	+4	0.0%
NEWEDGE ADVISORS BD affiliated	St Simons Island, Ga	8	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Seal Beach, Ca	7	2	0	+2	0.0%
NEWEDGE ADVISORS BD affiliated	Valdosta, Ga	7	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	New York, Ny	7	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Lake Charles, La	7	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Atlanta, Ga	7	5	0	+5	0.0%		1
NEWEDGE ADVISORS BD affiliated	Irvine, Ca	6	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	Lincoln, Ne	6	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Boca Raton, Fl	6	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	St Louis, Mo	6	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Pasadena, Ca	5	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	Pierre, Sd	5	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Scottsdale, Az	5	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	Ashland, Wi	5	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Arlington Heights, Il	5	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Tulsa, Ok	5	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	San Diego, Ca	5	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Sparta, Nj	5	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	Roselle, Il	4	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Overland Park, Ks	4	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Pittsburg, Pa	4	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Northville, Mi	4	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Cleveland, Oh	4	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Lutcher, La	4	4	0	+4	0.0%		1
NEWEDGE ADVISORS BD affiliated	New Iberia, La	4	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Memphis, Tn	4	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	Chaska, Mn	4	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Portsmouth, Nh	4	2	0	+2	0.0%
NEWEDGE ADVISORS BD affiliated	Southern Pines, Nc	4	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	Charlotte, Nc	4	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Los Alamitos, Ca	3	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Janesville, Wi	3	3	0	+3	0.0%		1
NEWEDGE ADVISORS BD affiliated	Houma, La	3	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	Holmdel, Nj	3	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Hammond, La	3	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Gold River, Ca	3	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	Roswell, Ga	3	0	0	0	0.0%		1
NEWEDGE ADVISORS BD affiliated	Fargo, Nd	3	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Poughkeepsie, Ny	3	3	0	+3	0.0%
NEWEDGE ADVISORS BD affiliated	Florham, Nj	3	0	0	0	0.0%
NEWEDGE ADVISORS BD affiliated	Denver, Co	3	1	0	+1	0.0%
NEWEDGE ADVISORS BD affiliated	Decatur, Ga	3	1	0	+1	0.0%

Page 1 of 2Next

118 offices match.