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
THE AMERIFLEX GROUP BD affiliated	Las Vegas, Nv · principal	101	57	1	+56	1.0%
THE AMERIFLEX GROUP BD affiliated	Pennington, Nj	3	0	1	-1	33%
THE AMERIFLEX GROUP BD affiliated	Tucson, Az	2	0	1	-1	50%
THE AMERIFLEX GROUP BD affiliated	Torrance, Ca	2	0	1	-1	50%
THE AMERIFLEX GROUP BD affiliated	Englewood, Co	13	2	0	+2	0.0%
THE AMERIFLEX GROUP BD affiliated	Tempe, Az	10	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Denver, Co	9	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Scottsdale, Az	7	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Phoenix, Az	6	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Lubbock, Tx	6	3	0	+3	0.0%	1
THE AMERIFLEX GROUP BD affiliated	Santa Barbara, Ca	6	1	0	+1	0.0%
THE AMERIFLEX GROUP BD affiliated	Reno, Nv	5	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Pittsford, Ny	5	1	0	+1	0.0%
THE AMERIFLEX GROUP BD affiliated	Westlake Village, Ca	5	1	0	+1	0.0%
THE AMERIFLEX GROUP BD affiliated	Lakewood Ranch, Fl	5	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Albuquerque, Nm	5	1	0	+1	0.0%
THE AMERIFLEX GROUP BD affiliated	Metairie, La	4	1	0	+1	0.0%
THE AMERIFLEX GROUP BD affiliated	Brea, Ca	4	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Sandiego, Ca	4	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Fullerton, Ca	4	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Plymouth, Ma	3	3	0	+3	0.0%	1
THE AMERIFLEX GROUP BD affiliated	Bloomington, Il	3	3	0	+3	0.0%	1
THE AMERIFLEX GROUP BD affiliated	Boca Raton, Fl	3	3	0	+3	0.0%	1
THE AMERIFLEX GROUP BD affiliated	Carmel, In	3	3	0	+3	0.0%
THE AMERIFLEX GROUP BD affiliated	Columbus, Oh	3	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Jefferson City, Mo	3	3	0	+3	0.0%	1
THE AMERIFLEX GROUP BD affiliated	Rochester, Ny	3	2	0	+2	0.0%	1
THE AMERIFLEX GROUP BD affiliated	Sterling, Co	3	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Myrtle Beach, Sc	2	1	0	+1	0.0%
THE AMERIFLEX GROUP BD affiliated	Malvern, Pa	2	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Livermore, Ca	2	2	0	+2	0.0%	1
THE AMERIFLEX GROUP BD affiliated	Little Silver, Nj	2	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Haddon Heights, Nj	2	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	New York, Ny	2	2	0	+2	0.0%
THE AMERIFLEX GROUP BD affiliated	Sacramento, Ca	2	1	0	+1	0.0%
THE AMERIFLEX GROUP BD affiliated	Erie, Pa	2	2	0	+2	0.0%
THE AMERIFLEX GROUP BD affiliated	Dubois, Pa	2	2	0	+2	0.0%	1
THE AMERIFLEX GROUP BD affiliated	Dallas, Tx	2	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Calabasas, Ca	2	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Corvallis, Or	2	1	0	+1	0.0%
THE AMERIFLEX GROUP BD affiliated	Chandler, Az	2	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Casper, Wy	2	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Williamsville, Ny	2	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Worchester, Ma	2	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	Roseville, Ca	2	2	0	+2	0.0%
THE AMERIFLEX GROUP BD affiliated	Bakersfield, Ca	2	1	0	+1	0.0%
THE AMERIFLEX GROUP BD affiliated	Orange, Ca	2	0	0	0	0.0%
THE AMERIFLEX GROUP BD affiliated	New Paltz, Ny	2	2	0	+2	0.0%	1

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48 offices match.