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 in
RFG ADVISORY, LLC independent RIA	Vestavia Hills, Al · principal	172	51	3	+48	1.7%
RFG ADVISORY, LLC independent RIA	Alpharetta, Ga	5	4	1	+3	20%	1
RFG ADVISORY, LLC independent RIA	Creve Coeur, Mo	13	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Birmingham, Al	9	1	0	+1	0.0%
RFG ADVISORY, LLC independent RIA	Colorado Springs, Co	7	2	0	+2	0.0%
RFG ADVISORY, LLC independent RIA	Shreveport, La	7	1	0	+1	0.0%
RFG ADVISORY, LLC independent RIA	Pittsford, Ny	6	1	0	+1	0.0%
RFG ADVISORY, LLC independent RIA	Glen Allen, Va	6	1	0	+1	0.0%
RFG ADVISORY, LLC independent RIA	Madison, Al	5	1	0	+1	0.0%
RFG ADVISORY, LLC independent RIA	Cary, Nc	5	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	St Petersburg, Fl	4	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Poughkeepsie, Ny	4	4	0	+4	0.0%	1
RFG ADVISORY, LLC independent RIA	Centennial, Co	4	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	New Roads, La	3	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Naples, Fl	3	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Flagstaff, Az	3	3	0	+3	0.0%
RFG ADVISORY, LLC independent RIA	Austin, Tx	3	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Salina, Ks	3	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Destin, Fl	3	1	0	+1	0.0%
RFG ADVISORY, LLC independent RIA	Ludington, Mi	2	1	0	+1	0.0%
RFG ADVISORY, LLC independent RIA	Au Train, Mi	2	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Brentwood, Tn	2	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Charlotte, Nc	2	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	College Station, Tx	2	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Cuyahoga Falls, Oh	2	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Englewood, Co	2	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Flower Mound, Tx	2	1	0	+1	0.0%
RFG ADVISORY, LLC independent RIA	Indianapolis, In	2	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Anniston, Al	2	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Mckinney, Tx	2	1	0	+1	0.0%
RFG ADVISORY, LLC independent RIA	Myrtle Beach, Sc	2	2	0	+2	0.0%
RFG ADVISORY, LLC independent RIA	Pembroke, Ma	2	2	0	+2	0.0%	1
RFG ADVISORY, LLC independent RIA	Sandy, Ut	2	2	0	+2	0.0%
RFG ADVISORY, LLC independent RIA	St George, Ut	2	2	0	+2	0.0%
RFG ADVISORY, LLC independent RIA	Tampa, Fl	2	0	0	0	0.0%
RFG ADVISORY, LLC independent RIA	Williamstown, Ky	2	0	0	0	0.0%

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36 offices match.