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
PLANMEMBER SECURITIES CORPORATION independent RIA	Carpinteria, Ca · principal	288	33	7	+26	2.4%	1
PLANMEMBER SECURITIES CORPORATION independent RIA	San Diego, Ca	19	2	1	+1	5.3%
PLANMEMBER SECURITIES CORPORATION independent RIA	Santa Barbara, Ca	8	0	1	-1	13%
PLANMEMBER SECURITIES CORPORATION independent RIA	Kansas City, Mo	5	0	1	-1	20%
PLANMEMBER SECURITIES CORPORATION independent RIA	Spokane, Wa	2	0	1	-1	50%
PLANMEMBER SECURITIES CORPORATION independent RIA	Oviedo, Fl	80	8	0	+8	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Austin, Tx	46	3	0	+3	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Grandville, Mi	27	3	0	+3	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Farmingville, Ny	24	3	0	+3	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Mililani, Hi	17	2	0	+2	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Irvington, Ny	15	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Winter Springs, Fl	14	1	0	+1	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Agoura Hills, Ca	11	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Brighton, Mi	9	4	0	+4	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Corpus Christi, Tx	9	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Elkridge, Md	8	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Los Angeles, Ca	7	1	0	+1	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Campbell, Ca	7	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Copley, Oh	6	2	0	+2	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Ventura, Ca	5	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Anchorage, Ak	5	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Bend, Or	5	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Henderson, Nv	5	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Lake Oswego, Or	5	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Naperville, Il	5	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Richardson, Tx	5	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Spanaway, Wa	5	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Tyler, Tx	5	1	0	+1	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Winchester, Va	5	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Houston, Tx	4	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Mcdonough, Ga	4	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Waukesha, Wi	4	2	0	+2	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	East Wenatchee, Wa	4	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Rockledge, Fl	4	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Kissimmee, Fl	3	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Ocala, Fl	3	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Dana Point, Ca	3	1	0	+1	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Palm Desert, Ca	3	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Weston, Fl	3	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Levittown, Ny	3	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	San Antonio, Tx	3	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Puyallup, Wa	3	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Visalia, Ca	3	1	0	+1	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Northport, Al	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Littleton, Co	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Prescott Valley, Az	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Rancho Palos Verdes, Ca	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Redlands, Ca	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Reno, Nv	2	1	0	+1	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Wytheville, Va	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Richmond, Va	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Riverside, Ca	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Salem, Or	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Bothell, Wa	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	San Dimas, Ca	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	San Leandro, Ca	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Boise, Id	2	1	0	+1	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Scottsdale, Az	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Albuquerque, Nm	2	0	0	0	0.0%
PLANMEMBER SECURITIES CORPORATION independent RIA	Birmingham, Al	2	0	0	0	0.0%

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83 offices match.