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
TD PRIVATE CLIENT WEALTH LLC BD affiliated	New York, Ny · principal	82	25	5	+20	6.1%	2
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Greenville, Sc	64	18	3	+15	4.7%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Vienna, Va	36	10	3	+7	8.3%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Manchester, Nh	39	12	2	+10	5.1%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Melville, Ny	30	11	2	+9	6.7%	1
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Portsmouth, Nh	17	1	2	-1	12%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Sarasota, Fl	47	9	1	+8	2.1%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Ramsey, Nj	38	10	1	+9	2.6%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Princeton, Nj	24	7	1	+6	4.2%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	White Plains, Ny	22	6	1	+5	4.5%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Exton, Pa	17	3	1	+2	5.9%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Wellesley, Ma	17	6	1	+5	5.9%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Brooklyn, Ny	12	5	1	+4	8.3%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Philadelphia, Pa	9	1	1	0	11%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Washington, Dc	3	2	1	+1	33%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Springfield, Ma	3	0	1	-1	33%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Marlton, Nj	77	9	0	+9	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Hartford, Ct	29	5	0	+5	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Bernardsville, Nj	25	13	0	+13	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Portland, Me	18	2	0	+2	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Boston, Ma	16	7	0	+7	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Fort Lauderdale, Fl	16	3	0	+3	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Tampa, Fl	9	7	0	+7	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Jacksonville, Fl	8	2	0	+2	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	West Palm Beach, Fl	8	3	0	+3	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Coral Gables, Fl	8	1	0	+1	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Mount Laurel, Nj	7	2	0	+2	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Orlando, Fl	6	1	0	+1	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Andover, Ma	5	2	0	+2	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Cherry Hill, Nj	5	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Burlington, Vt	5	1	0	+1	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Flushing, Ny	4	3	0	+3	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Concord, Nh	3	1	0	+1	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Bronx, Ny	3	1	0	+1	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Foxborough, Ma	3	1	0	+1	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Staten Island, Ny	3	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Charlotte, Nc	3	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Columbia, Sc	3	1	0	+1	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Plaistow, Nh	2	2	0	+2	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Allentown, Pa	2	1	0	+1	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Boca Raton, Fl	2	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Coconut Creek, Fl	2	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Conshohocken, Pa	2	1	0	+1	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Cranford, Nj	2	2	0	+2	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Easley, Sc	2	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Forked River, Nj	2	1	0	+1	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Haddonfield, Nj	2	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Haverhill, Ma	2	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Keene, Nh	2	1	0	+1	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Lake Worth, Fl	2	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Manchester, Ct	2	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Merrick, Ny	2	1	0	+1	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Nanuet, Ny	2	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Nashua, Nh	2	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	New Hyde Park, Ny	2	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Ocean City, Nj	2	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Plymouth, Ma	2	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Port St Lucie, Fl	2	0	0	0	0.0%
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Randolph, Nj	2	1	0	+1	0.0%	1
TD PRIVATE CLIENT WEALTH LLC BD affiliated	Springfield, Va	2	2	0	+2	0.0%

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64 offices match.