RIA Intelligence
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 |
|---|---|---|---|---|---|---|---|---|---|
| VICUS CAPITAL, INC. independent RIA | State College, Pa · principal | 23 | 1 | 0 | +1 | 0.0% | |||
| VICUS CAPITAL, INC. independent RIA | Bethlehem, Pa | 6 | 0 | 0 | 0 | 0.0% | |||
| VICUS CAPITAL, INC. independent RIA | Camp Hill, Pa | 6 | 2 | 0 | +2 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Tampa, Fl | 5 | 2 | 0 | +2 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Bedminster, Nj | 4 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Bridgewater, Nj | 4 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Columbia, Md | 4 | 1 | 0 | +1 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | White Plains, Ny | 4 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Grove City, Pa | 3 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Mechanicsburg, Pa | 3 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Sewickley, Pa | 3 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Watertown, Ny | 3 | 1 | 0 | +1 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Dover, De | 2 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Miami, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Rochester, Ny | 2 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Hallstead, Pa | 2 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | St Petersburg, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Forty Fort, Pa | 2 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Stroudsburg, Pa | 2 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Lakeland, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Lakewood, Pa | 2 | 0 | 0 | 0 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | Lewisburg, Pa | 2 | 0 | 0 | 0 | 0.0% |
The firm and advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.