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
SIMPLICITY WEALTH mixed wealth	Summit, Nj · principal	206	80	9	+71	4.4%
SIMPLICITY WEALTH mixed wealth	Lewis Center, Oh	2	1	1	0	50%	1
SIMPLICITY WEALTH mixed wealth	San Diego, Ca	14	6	0	+6	0.0%	1
SIMPLICITY WEALTH mixed wealth	Lincolnshire, Il	6	1	0	+1	0.0%
SIMPLICITY WEALTH mixed wealth	Scottsdale, Az	5	3	0	+3	0.0%
SIMPLICITY WEALTH mixed wealth	Phoenix, Az	5	1	0	+1	0.0%
SIMPLICITY WEALTH mixed wealth	Charlotte, Nc	4	0	0	0	0.0%
SIMPLICITY WEALTH mixed wealth	Minneapolis, Mn	4	1	0	+1	0.0%
SIMPLICITY WEALTH mixed wealth	Houston, Tx	3	1	0	+1	0.0%
SIMPLICITY WEALTH mixed wealth	Ocala, Fl	3	0	0	0	0.0%
SIMPLICITY WEALTH mixed wealth	Clearwater, Fl	3	2	0	+2	0.0%
SIMPLICITY WEALTH mixed wealth	Nashua, Nh	3	0	0	0	0.0%
SIMPLICITY WEALTH mixed wealth	Grand Rapids, Mi	3	1	0	+1	0.0%
SIMPLICITY WEALTH mixed wealth	Logan, Ut	3	2	0	+2	0.0%	1
SIMPLICITY WEALTH mixed wealth	Bloomington, Mn	3	2	0	+2	0.0%
SIMPLICITY WEALTH mixed wealth	Santa Ana, Ca	3	3	0	+3	0.0%
SIMPLICITY WEALTH mixed wealth	Wayne, Pa	2	2	0	+2	0.0%
SIMPLICITY WEALTH mixed wealth	Atlanta, Ga	2	2	0	+2	0.0%
SIMPLICITY WEALTH mixed wealth	Berkeley Heights, Nj	2	1	0	+1	0.0%
SIMPLICITY WEALTH mixed wealth	Cream Ridge, Nj	2	0	0	0	0.0%
SIMPLICITY WEALTH mixed wealth	Fayetteville, Ar	2	0	0	0	0.0%
SIMPLICITY WEALTH mixed wealth	Lafayette, La	2	1	0	+1	0.0%
SIMPLICITY WEALTH mixed wealth	Mcallen, Tx	2	0	0	0	0.0%
SIMPLICITY WEALTH mixed wealth	Melbourne, Fl	2	1	0	+1	0.0%
SIMPLICITY WEALTH mixed wealth	Mobile, Al	2	2	0	+2	0.0%	1
SIMPLICITY WEALTH mixed wealth	Pine Brook, Nj	2	1	0	+1	0.0%
SIMPLICITY WEALTH mixed wealth	The Woodlands, Tx	2	1	0	+1	0.0%
SIMPLICITY WEALTH mixed wealth	Twin Falls, Id	2	0	0	0	0.0%
SIMPLICITY WEALTH mixed wealth	Waco, Tx	2	1	0	+1	0.0%
SIMPLICITY WEALTH MANAGEMENT state registered	Glen Allen, Va	2	1	0	+1	0.0%

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30 offices match.