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	Forming
PRIVATE ADVISOR GROUP, LLC BD affiliated	Morristown, Nj · principal	921	229	8	+221	0.9%			2
PRIVATE ADVISOR GROUP, LLC BD affiliated	York, Pa	4	0	2	-2	50%	1
PRIVATE ADVISOR GROUP, LLC BD affiliated	Reston, Va	18	3	1	+2	5.6%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Lansing, Mi	6	2	1	+1	17%
PRIVATE ADVISOR GROUP, LLC BD affiliated	San Diego, Ca	4	0	1	-1	25%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Wexford, Pa	3	1	1	0	33%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Plymouth, Mn	20	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	West Chester, Pa	19	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	New Rochelle, Ny	14	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	East Lansing, Mi	14	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Bedminster, Nj	14	2	0	+2	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Albany, Ny	13	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Houston, Tx	13	8	0	+8	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Allentown, Pa	12	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Roseville, Ca	12	12	0	+12	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Center Valley, Pa	12	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Blue Bell, Pa	11	6	0	+6	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Mount Juliet, Tn	10	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Springfield, Il	9	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Owensboro, Ky	8	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Mt Laurel, Nj	8	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Munster, In	8	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Louisville, Ky	8	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Sacramento, Ca	7	7	0	+7	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Mt Juliet, Tn	7	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Walnut Creek, Ca	7	7	0	+7	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Bel Air, Md	7	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Avon, Ct	7	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Glastonbury, Ct	7	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	San Ramon, Ca	7	7	0	+7	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Rochester, Ny	7	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Charlottesville, Va	7	2	0	+2	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	San Francisco, Ca	6	4	0	+4	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Arlington, Tx	6	5	0	+5	0.0%		1
PRIVATE ADVISOR GROUP, LLC BD affiliated	Valparaiso, In	6	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Williamsville, Ny	6	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Holyoke, Ma	6	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Lansdale, Pa	6	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Troy, Mi	6	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Franklin, Tn	6	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Rock Hill, Sc	6	2	0	+2	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Florham Park, Nj	6	2	0	+2	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Plano, Tx	6	6	0	+6	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Middleton, Wi	6	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Buffalo, Ny	6	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Memphis, Tn	6	2	0	+2	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Bentonville, Ar	5	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Camarillo, Ca	5	5	0	+5	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	West Hartford, Ct	5	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Reno, Nv	5	5	0	+5	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Tustin, Ca	5	2	0	+2	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Irvington, Ny	5	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Needham, Ma	5	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Hopkinton, Ma	5	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Naples, Fl	5	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Stroudsburg, Pa	5	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Fishers, In	5	2	0	+2	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Simsbury, Ct	5	0	0	0	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Mcmurray, Pa	5	1	0	+1	0.0%
PRIVATE ADVISOR GROUP, LLC BD affiliated	Tucson, Az	5	1	0	+1	0.0%

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214 offices match.