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 |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC national BD | Boston, Ma ยท principal | 282 | 26 | 572 | -546 | 203% | 69 | ||
| STRATEGIC ADVISERS LLC national BD | Jacksonville, Fl | 871 | 108 | 11 | +97 | 1.3% | 1 | ||
| STRATEGIC ADVISERS LLC national BD | Merrimack, Nh | 924 | 132 | 7 | +125 | 0.8% | 2 | ||
| STRATEGIC ADVISERS LLC national BD | Salt Lake City, Ut | 1,109 | 149 | 6 | +143 | 0.5% | |||
| STRATEGIC ADVISERS LLC national BD | Westlake, Tx | 966 | 138 | 5 | +133 | 0.5% | |||
| STRATEGIC ADVISERS LLC national BD | Smithfield, Ri | 448 | 106 | 4 | +102 | 0.9% | |||
| STRATEGIC ADVISERS LLC national BD | Greenwood Village, Co | 739 | 113 | 3 | +110 | 0.4% | |||
| STRATEGIC ADVISERS LLC national BD | Fort Worth, Tx | 256 | 32 | 3 | +29 | 1.2% | |||
| STRATEGIC ADVISERS LLC national BD | Houston, Tx | 204 | 19 | 3 | +16 | 1.5% | |||
| STRATEGIC ADVISERS LLC national BD | Scottsdale, Az | 82 | 9 | 3 | +6 | 3.7% | |||
| STRATEGIC ADVISERS LLC national BD | Covington, Ky | 1,090 | 130 | 2 | +128 | 0.2% | |||
| STRATEGIC ADVISERS LLC national BD | Durham, Nc | 407 | 40 | 2 | +38 | 0.5% | |||
| STRATEGIC ADVISERS LLC national BD | New York, Ny | 218 | 14 | 2 | +12 | 0.9% | 1 | ||
| STRATEGIC ADVISERS LLC national BD | San Diego, Ca | 143 | 14 | 2 | +12 | 1.4% | |||
| STRATEGIC ADVISERS LLC national BD | Manchester, Nh | 109 | 14 | 2 | +12 | 1.8% | |||
| STRATEGIC ADVISERS LLC national BD | Providence, Ri | 86 | 9 | 2 | +7 | 2.3% | 1 | ||
| STRATEGIC ADVISERS LLC national BD | Philadelphia, Pa | 69 | 6 | 2 | +4 | 2.9% | |||
| STRATEGIC ADVISERS LLC national BD | Highland Park, Il | 46 | 6 | 2 | +4 | 4.3% | |||
| STRATEGIC ADVISERS LLC national BD | Plainview, Ny | 42 | 3 | 2 | +1 | 4.8% | |||
| STRATEGIC ADVISERS LLC national BD | Greenville, De | 36 | 5 | 2 | +3 | 5.6% | |||
| STRATEGIC ADVISERS LLC national BD | Woodland Hills, Ca | 35 | 3 | 2 | +1 | 5.7% | |||
| STRATEGIC ADVISERS LLC national BD | Fort Myers, Fl | 16 | 3 | 2 | +1 | 13% | |||
| STRATEGIC ADVISERS LLC national BD | Dallas, Tx | 156 | 14 | 1 | +13 | 0.6% | |||
| STRATEGIC ADVISERS LLC national BD | Chicago, Il | 139 | 9 | 1 | +8 | 0.7% | |||
| STRATEGIC ADVISERS LLC national BD | Austin, Tx | 110 | 6 | 1 | +5 | 0.9% | |||
| STRATEGIC ADVISERS LLC national BD | San Jose, Ca | 105 | 16 | 1 | +15 | 1.0% | 1 | ||
| STRATEGIC ADVISERS LLC national BD | Atlanta, Ga | 98 | 8 | 1 | +7 | 1.0% | |||
| STRATEGIC ADVISERS LLC national BD | Los Angeles, Ca | 95 | 12 | 1 | +11 | 1.1% | |||
| STRATEGIC ADVISERS LLC national BD | Phoenix, Az | 91 | 10 | 1 | +9 | 1.1% | |||
| STRATEGIC ADVISERS LLC national BD | Plano, Tx | 91 | 8 | 1 | +7 | 1.1% | |||
| STRATEGIC ADVISERS LLC national BD | Southlake, Tx | 80 | 9 | 1 | +8 | 1.3% | |||
| STRATEGIC ADVISERS LLC national BD | Aurora, Co | 78 | 17 | 1 | +16 | 1.3% | |||
| STRATEGIC ADVISERS LLC national BD | Bellevue, Wa | 70 | 5 | 1 | +4 | 1.4% | |||
| STRATEGIC ADVISERS LLC national BD | South Jordan, Ut | 65 | 8 | 1 | +7 | 1.5% | |||
| STRATEGIC ADVISERS LLC national BD | Campbell, Ca | 65 | 11 | 1 | +10 | 1.5% | |||
| STRATEGIC ADVISERS LLC national BD | Lakewood, Co | 62 | 6 | 1 | +5 | 1.6% | |||
| STRATEGIC ADVISERS LLC national BD | Sarasota, Fl | 60 | 7 | 1 | +6 | 1.7% | |||
| STRATEGIC ADVISERS LLC national BD | Castle Rock, Co | 59 | 3 | 1 | +2 | 1.7% | |||
| STRATEGIC ADVISERS LLC national BD | Lone Tree, Co | 58 | 5 | 1 | +4 | 1.7% | |||
| STRATEGIC ADVISERS LLC national BD | Palo Alto, Ca | 55 | 9 | 1 | +8 | 1.8% | |||
| STRATEGIC ADVISERS LLC national BD | Las Vegas, Nv | 50 | 3 | 1 | +2 | 2.0% | |||
| STRATEGIC ADVISERS LLC national BD | The Woodlands, Tx | 48 | 4 | 1 | +3 | 2.1% | |||
| STRATEGIC ADVISERS LLC national BD | Sunnyvale, Ca | 47 | 9 | 1 | +8 | 2.1% | |||
| STRATEGIC ADVISERS LLC national BD | Dunwoody, Ga | 47 | 4 | 1 | +3 | 2.1% | |||
| STRATEGIC ADVISERS LLC national BD | Shrewsbury, Ma | 42 | 2 | 1 | +1 | 2.4% | |||
| STRATEGIC ADVISERS LLC national BD | Mission Viejo, Ca | 42 | 6 | 1 | +5 | 2.4% | |||
| STRATEGIC ADVISERS LLC national BD | Burlingame, Ca | 42 | 11 | 1 | +10 | 2.4% | |||
| STRATEGIC ADVISERS LLC national BD | Oak Brook, Il | 41 | 2 | 1 | +1 | 2.4% | |||
| STRATEGIC ADVISERS LLC national BD | Keller, Tx | 41 | 7 | 1 | +6 | 2.4% | |||
| STRATEGIC ADVISERS LLC national BD | Bethesda, Md | 39 | 2 | 1 | +1 | 2.6% | |||
| STRATEGIC ADVISERS LLC national BD | West Jordan, Ut | 37 | 2 | 1 | +1 | 2.7% | |||
| STRATEGIC ADVISERS LLC national BD | Marlton, Nj | 35 | 2 | 1 | +1 | 2.9% | |||
| STRATEGIC ADVISERS LLC national BD | Seal Beach, Ca | 33 | 5 | 1 | +4 | 3.0% | |||
| STRATEGIC ADVISERS LLC national BD | Wayne, Nj | 33 | 4 | 1 | +3 | 3.0% | |||
| STRATEGIC ADVISERS LLC national BD | Santa Monica, Ca | 32 | 7 | 1 | +6 | 3.1% | |||
| STRATEGIC ADVISERS LLC national BD | Roslyn, Ny | 32 | 1 | 1 | 0 | 3.1% | |||
| STRATEGIC ADVISERS LLC national BD | Farmington, Mi | 31 | 2 | 1 | +1 | 3.2% | |||
| STRATEGIC ADVISERS LLC national BD | Ponte Vedra, Fl | 31 | 2 | 1 | +1 | 3.2% | |||
| STRATEGIC ADVISERS LLC national BD | Farmington, Ut | 26 | 3 | 1 | +2 | 3.8% | |||
| STRATEGIC ADVISERS LLC national BD | Spring, Tx | 25 | 2 | 1 | +1 | 4.0% |
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1,794 offices match.