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
PRIMERICA ADVISORS national BD	Lakeland, Fl	12	2	2	0	17%
PRIMERICA ADVISORS national BD	Hurricane, Wv	3	2	2	0	67%	1
PRIMERICA ADVISORS national BD	Houston, Tx	103	19	1	+18	1.0%
PRIMERICA ADVISORS national BD	Cincinnati, Oh	66	4	1	+3	1.5%
PRIMERICA ADVISORS national BD	Metairie, La	22	4	1	+3	4.5%
PRIMERICA ADVISORS national BD	Orlando, Fl	19	5	1	+4	5.3%
PRIMERICA ADVISORS national BD	Miami, Fl	18	3	1	+2	5.6%
PRIMERICA ADVISORS national BD	Auburn, Wa	16	0	1	-1	6.3%
PRIMERICA ADVISORS national BD	York, Pa	16	6	1	+5	6.3%
PRIMERICA ADVISORS national BD	Mahwah, Nj	12	2	1	+1	8.3%
PRIMERICA ADVISORS national BD	Liberty Lake, Wa	11	2	1	+1	9.1%
PRIMERICA ADVISORS national BD	Lake Worth, Fl	7	0	1	-1	14%
PRIMERICA ADVISORS national BD	Green Bay, Wi	7	2	1	+1	14%
PRIMERICA ADVISORS national BD	Mobile, Al	6	2	1	+1	17%
PRIMERICA ADVISORS national BD	Summerville, Sc	6	2	1	+1	17%
PRIMERICA ADVISORS national BD	Arlington, Tx	4	3	1	+2	25%
PRIMERICA ADVISORS national BD	Rogers, Ar	3	0	1	-1	33%
PRIMERICA ADVISORS national BD	Garner, Nc	3	0	1	-1	33%
PRIMERICA ADVISORS national BD	Griffin, Ga	2	0	1	-1	50%
PRIMERICA ADVISORS national BD	Wyoming, Mi	2	0	1	-1	50%
PRIMERICA ADVISORS national BD	Duluth, Ga · principal	102	14	0	+14	0.0%
PRIMERICA ADVISORS national BD	Tampa, Fl	54	15	0	+15	0.0%
PRIMERICA ADVISORS national BD	San Antonio, Tx	39	7	0	+7	0.0%
PRIMERICA ADVISORS national BD	Burbank, Ca	38	5	0	+5	0.0%
PRIMERICA ADVISORS national BD	Worthington, Oh	35	0	0	0	0.0%
PRIMERICA ADVISORS national BD	Hiawatha, Ia	35	2	0	+2	0.0%
PRIMERICA ADVISORS national BD	Farmingdale, Ny	34	1	0	+1	0.0%
PRIMERICA ADVISORS national BD	Riverside, Ca	34	10	0	+10	0.0%
PRIMERICA ADVISORS national BD	Jacksonville, Fl	32	9	0	+9	0.0%
PRIMERICA ADVISORS national BD	Overland Park, Ks	31	3	0	+3	0.0%
PRIMERICA ADVISORS national BD	Smyrna, Ga	29	8	0	+8	0.0%
PRIMERICA ADVISORS national BD	Madison, Wi	27	5	0	+5	0.0%
PRIMERICA ADVISORS national BD	Atlanta, Ga	27	7	0	+7	0.0%
PRIMERICA ADVISORS national BD	Findlay, Oh	27	1	0	+1	0.0%
PRIMERICA ADVISORS national BD	Dallas, Tx	26	7	0	+7	0.0%
PRIMERICA ADVISORS national BD	Des Plaines, Il	26	4	0	+4	0.0%
PRIMERICA ADVISORS national BD	Middletown, Ny	25	2	0	+2	0.0%
PRIMERICA ADVISORS national BD	Hoover, Al	25	1	0	+1	0.0%
PRIMERICA ADVISORS national BD	Knoxville, Tn	25	5	0	+5	0.0%
PRIMERICA ADVISORS national BD	Brooklyn, Ny	24	7	0	+7	0.0%
PRIMERICA ADVISORS national BD	La Crosse, Wi	24	1	0	+1	0.0%
PRIMERICA ADVISORS national BD	Allentown, Pa	23	3	0	+3	0.0%
PRIMERICA ADVISORS national BD	Colorado Springs, Co	23	7	0	+7	0.0%
PRIMERICA ADVISORS national BD	Oakland, Nj	22	3	0	+3	0.0%
PRIMERICA ADVISORS national BD	Indianapolis, In	22	5	0	+5	0.0%
PRIMERICA ADVISORS national BD	Rolling Meadows, Il	22	3	0	+3	0.0%
PRIMERICA ADVISORS national BD	Dublin, Oh	21	2	0	+2	0.0%
PRIMERICA ADVISORS national BD	Meridian, Id	21	8	0	+8	0.0%
PRIMERICA ADVISORS national BD	Lawrenceville, Ga	20	3	0	+3	0.0%
PRIMERICA ADVISORS national BD	New York, Ny	20	2	0	+2	0.0%
PRIMERICA ADVISORS national BD	Omaha, Ne	20	5	0	+5	0.0%
PRIMERICA ADVISORS national BD	Maumee, Oh	20	1	0	+1	0.0%
PRIMERICA ADVISORS national BD	Londonderry, Nh	20	2	0	+2	0.0%
PRIMERICA ADVISORS national BD	Newark, De	19	4	0	+4	0.0%
PRIMERICA ADVISORS national BD	Chicago, Il	19	2	0	+2	0.0%
PRIMERICA ADVISORS national BD	Plano, Tx	18	1	0	+1	0.0%
PRIMERICA ADVISORS national BD	Oklahoma City, Ok	18	2	0	+2	0.0%
PRIMERICA ADVISORS national BD	Portage, Mi	17	2	0	+2	0.0%
PRIMERICA ADVISORS national BD	Phoenix, Az	17	1	0	+1	0.0%
PRIMERICA ADVISORS national BD	San Jose, Ca	17	6	0	+6	0.0%

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752 offices match.