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 |
|---|---|---|---|---|---|---|---|---|---|
| PRIME CAPITAL FINANCIAL mixed wealth | Overland Park, Ks · principal | 262 | 40 | 4 | +36 | 1.5% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Royal Oak, Mi | 6 | 0 | 1 | -1 | 17% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Reno, Nv | 5 | 0 | 1 | -1 | 20% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | West Palm Beach, Fl | 2 | 0 | 1 | -1 | 50% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Winter Park, Fl | 2 | 0 | 1 | -1 | 50% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Charleston, Sc | 2 | 0 | 1 | -1 | 50% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Houston, Tx | 12 | 1 | 0 | +1 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Flower Mound, Tx | 10 | 3 | 0 | +3 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Little Rock, Ar | 9 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Springfield, Mo | 8 | 1 | 0 | +1 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Greenwood Village, Co | 8 | 3 | 0 | +3 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Fayetteville, Ar | 8 | 1 | 0 | +1 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Hammond, La | 7 | 1 | 0 | +1 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Bethesda, Md | 6 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | San Antonio, Tx | 5 | 1 | 0 | +1 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | San Diego, Ca | 5 | 1 | 0 | +1 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Wichita, Ks | 5 | 3 | 0 | +3 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Fargo, Nd | 4 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Boerne, Tx | 4 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Duluth, Ga | 4 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Sioux Falls, Sd | 4 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Watkinsville, Ga | 4 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Austin, Tx | 3 | 1 | 0 | +1 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Asheville, Nc | 3 | 1 | 0 | +1 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Fresno, Ca | 3 | 3 | 0 | +3 | 0.0% | 1 | ||
| PRIME CAPITAL FINANCIAL mixed wealth | Hiawatha, Ia | 3 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Plymouth Meeting, Pa | 3 | 3 | 0 | +3 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Salisbury, Nc | 3 | 3 | 0 | +3 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Wayzata, Mn | 3 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Costa Mesa, Ca | 3 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Pensacola, Fl | 2 | 1 | 0 | +1 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Pasadena, Ca | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Tampa, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Walnut Creek, Ca | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Milford, Ct | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Batesville, In | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Omaha, Ne | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Horseshoe Bay, Tx | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | West Hartford, Ct | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | White Plains, Ny | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Franklin, Tn | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Daytona Beach, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Stamford, Ct | 2 | 1 | 0 | +1 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Dallas, Tx | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Columbus, In | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Clayton, Nc | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Roseville, Ca | 2 | 0 | 0 | 0 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Charlotte, Nc | 2 | 1 | 0 | +1 | 0.0% | |||
| PRIME CAPITAL FINANCIAL mixed wealth | Richmond, Va | 2 | 0 | 0 | 0 | 0.0% |