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
SAVVY independent RIA	New York, Ny · principal	193	123	3	+120	1.6%
SAVVY independent RIA	Denver, Co	6	3	1	+2	17%
SAVVY independent RIA	Orem, Ut	8	8	0	+8	0.0%
SAVVY independent RIA	Reno, Nv	5	0	0	0	0.0%
SAVVY independent RIA	Louisville, Ky	4	1	0	+1	0.0%
SAVVY independent RIA	Cincinnati, Oh	4	2	0	+2	0.0%
SAVVY independent RIA	Carmel, In	4	4	0	+4	0.0%	1
SAVVY independent RIA	Midlothian, Va	3	3	0	+3	0.0%
SAVVY independent RIA	Del Mar, Ca	3	0	0	0	0.0%
SAVVY independent RIA	Fairfield, Oh	3	3	0	+3	0.0%
SAVVY independent RIA	Reston, Va	3	3	0	+3	0.0%
SAVVY independent RIA	Chicago, Il	3	3	0	+3	0.0%
SAVVY independent RIA	Los Angeles, Ca	2	0	0	0	0.0%
SAVVY independent RIA	Mount Pleasant, Sc	2	2	0	+2	0.0%	1
SAVVY independent RIA	Naperville, Il	2	2	0	+2	0.0%
SAVVY independent RIA	Bellingham, Wa	2	1	0	+1	0.0%
SAVVY independent RIA	Charlotte, Nc	2	1	0	+1	0.0%
SAVVY independent RIA	Chesterfield, Mo	2	2	0	+2	0.0%
SAVVY independent RIA	Colorado Springs, Co	2	2	0	+2	0.0%	1
SAVVY independent RIA	Eagle, Id	2	2	0	+2	0.0%	1
SAVVY independent RIA	Orland Park, Il	2	2	0	+2	0.0%
SAVVY independent RIA	Provo, Ut	2	2	0	+2	0.0%
SAVVY independent RIA	San Diego, Ca	2	0	0	0	0.0%
SAVVY independent RIA	Schaumburg, Il	2	2	0	+2	0.0%
SAVVY independent RIA	Summerville, Sc	2	2	0	+2	0.0%
SAVVY independent RIA	Tampa, Fl	2	1	0	+1	0.0%
SAVVY independent RIA	Edina, Mn	2	2	0	+2	0.0%
SAVVY independent RIA	San Antonio, Tx	2	2	0	+2	0.0%	1
SAVVY independent RIA	Evergreen, Co	2	1	0	+1	0.0%
SAVVY independent RIA	Fishers, In	2	1	0	+1	0.0%
SAVVY independent RIA	Fontana, Wi	2	1	0	+1	0.0%
SAVVY independent RIA	Fort Collins, Co	2	2	0	+2	0.0%	1
SAVVY independent RIA	Franklin, Tn	2	2	0	+2	0.0%
SAVVY independent RIA	Glenview, Il	2	2	0	+2	0.0%
SAVVY independent RIA	Greenwood, In	2	2	0	+2	0.0%	1
SAVVY independent RIA	Hawthorne, Ca	2	0	0	0	0.0%
SAVVY independent RIA	Houston, Tx	2	2	0	+2	0.0%
SAVVY independent RIA	Las Vegas, Nv	2	0	0	0	0.0%
SAVVY independent RIA	Lehi, Ut	2	2	0	+2	0.0%

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39 offices match.