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
ONEDIGITAL institutional	Overland Park, Ks · principal	388	106	12	+94	3.1%	2
ONEDIGITAL institutional	Clayton, Mo	5	1	2	-1	40%
ONEDIGITAL institutional	Baltimore, Md	7	3	1	+2	14%
ONEDIGITAL institutional	Orlando, Fl	3	0	1	-1	33%
ONEDIGITAL institutional	Atlanta, Ga	22	7	0	+7	0.0%
ONEDIGITAL institutional	Danvers, Ma	14	3	0	+3	0.0%
ONEDIGITAL institutional	Auburn Hills, Mi	12	2	0	+2	0.0%
ONEDIGITAL institutional	Medina, Oh	10	2	0	+2	0.0%
ONEDIGITAL institutional	Sandy, Ut	9	0	0	0	0.0%
ONEDIGITAL institutional	Wall, Nj	8	1	0	+1	0.0%
ONEDIGITAL institutional	Princeton, Nj	8	2	0	+2	0.0%
ONEDIGITAL institutional	Greensboro, Nc	8	0	0	0	0.0%
ONEDIGITAL institutional	Phoenix, Az	8	7	0	+7	0.0%		1
ONEDIGITAL institutional	Manassas, Va	7	7	0	+7	0.0%		1
ONEDIGITAL institutional	Houston, Tx	7	2	0	+2	0.0%
ONEDIGITAL institutional	New York, Ny	7	3	0	+3	0.0%
ONEDIGITAL institutional	Chicago, Il	7	2	0	+2	0.0%
ONEDIGITAL institutional	Richmond, Va	7	2	0	+2	0.0%
ONEDIGITAL institutional	Minnetonka, Mn	6	2	0	+2	0.0%
ONEDIGITAL institutional	Bend, Or	6	1	0	+1	0.0%
ONEDIGITAL institutional	Franklin, Tn	6	3	0	+3	0.0%
ONEDIGITAL institutional	Walnut Creek, Ca	5	0	0	0	0.0%
ONEDIGITAL institutional	San Diego, Ca	5	2	0	+2	0.0%
ONEDIGITAL institutional	St Johns, Fl	5	0	0	0	0.0%
ONEDIGITAL institutional	Basking Ridge, Nj	4	0	0	0	0.0%
ONEDIGITAL institutional	Apex, Nc	4	0	0	0	0.0%
ONEDIGITAL institutional	Armonk, Ny	4	0	0	0	0.0%
ONEDIGITAL institutional	Farmington, Ct	4	0	0	0	0.0%
ONEDIGITAL institutional	Hopkins, Mn	4	4	0	+4	0.0%
ONEDIGITAL institutional	Huntersville, Nc	4	4	0	+4	0.0%
ONEDIGITAL institutional	Irvine, Ca	4	2	0	+2	0.0%
ONEDIGITAL institutional	Raleigh, Nc	4	0	0	0	0.0%
ONEDIGITAL institutional	Rochester, Ny	4	0	0	0	0.0%
ONEDIGITAL institutional	Tampa, Fl	4	1	0	+1	0.0%
ONEDIGITAL institutional	Reno, Nv	3	3	0	+3	0.0%
ONEDIGITAL institutional	High Point, Nc	3	2	0	+2	0.0%
ONEDIGITAL institutional	Hauppauge, Ny	3	0	0	0	0.0%
ONEDIGITAL institutional	Cypress, Tx	3	0	0	0	0.0%
ONEDIGITAL institutional	Boonton, Nj	3	0	0	0	0.0%
ONEDIGITAL institutional	Bonita Springs, Fl	3	0	0	0	0.0%
ONEDIGITAL institutional	Portland, Or	3	2	0	+2	0.0%
ONEDIGITAL institutional	Sarasota, Fl	2	2	0	+2	0.0%
ONEDIGITAL institutional	Ellicott City, Md	2	2	0	+2	0.0%
ONEDIGITAL institutional	Sacramento, Ca	2	0	0	0	0.0%
ONEDIGITAL institutional	Dunwoody, Ga	2	1	0	+1	0.0%
ONEDIGITAL institutional	Dallas, Tx	2	1	0	+1	0.0%
ONEDIGITAL institutional	St Louis, Mo	2	2	0	+2	0.0%
ONEDIGITAL institutional	Tacoma, Wa	2	1	0	+1	0.0%
ONEDIGITAL institutional	Union, Ky	2	1	0	+1	0.0%
ONEDIGITAL institutional	Vancouver, Wa	2	1	0	+1	0.0%
ONEDIGITAL institutional	Wadsworth, Oh	2	1	0	+1	0.0%
ONEDIGITAL institutional	Cincinnati, Oh	2	1	0	+1	0.0%
ONEDIGITAL institutional	Charlotte, Nc	2	0	0	0	0.0%
ONEDIGITAL institutional	West Hartford, Ct	2	0	0	0	0.0%
ONEDIGITAL institutional	Westerville, Oh	2	0	0	0	0.0%
ONEDIGITAL institutional	Brooklyn, Ny	2	2	0	+2	0.0%
ONEDIGITAL institutional	Kansas City, Mo	2	0	0	0	0.0%
ONEDIGITAL institutional	Lewes, De	2	1	0	+1	0.0%
ONEDIGITAL institutional	Knoxville, Tn	2	0	0	0	0.0%
ONEDIGITAL institutional	Haymarket, Va	2	2	0	+2	0.0%

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65 offices match.