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.

FirmOfficeAdvisorsJoined 12mLeft 12mNetRateTeams outTeams inForming
TREK FINANCIAL independent RIAScottsdale, Az · principal5970+70.0%
TREK FINANCIAL independent RIATacoma, Wa50000.0%
TREK FINANCIAL independent RIASandy, Ut40000.0%
TREK FINANCIAL independent RIABoise, Id30000.0%
TREK FINANCIAL independent RIASpanish Fork, Ut310+10.0%
TREK FINANCIAL independent RIAMesa, Az20000.0%
TREK FINANCIAL independent RIAMiddleton, Wi20000.0%
TREK FINANCIAL independent RIAPleasant Grove, Ut20000.0%
TREK FINANCIAL independent RIAAlbuquerque, Nm20000.0%
TREK FINANCIAL independent RIASan Clemente, Ca210+10.0%
TREK FINANCIAL independent RIASanta Rosa, Ca20000.0%
TREK FINANCIAL independent RIATallahassee, Fl210+10.0%
TREK FINANCIAL independent RIAVernal, Ut20000.0%
TREK FINANCIAL independent RIAWinchester, Va20000.0%
TREK FINANCIAL independent RIASalt Lake City, Ut20000.0%
TREK FINANCIAL independent RIABellaire, Tx20000.0%
TREK FINANCIAL independent RIADavis, Ca20000.0%
TREK FINANCIAL independent RIADefiance, Oh20000.0%
TREK FINANCIAL independent RIAMedina, Oh20000.0%
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19 offices match.