DFX Intelligence
Offices
Where advisors are leaving, and where they are arrivingHow offices are countedAn 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.
65,359 offices matchName search is part of RIA and Wealth Intelligence, so “CADARET GRANT & CO INC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| HUB INVESTMENT PARTNERS, LLC independent RIA | Austin, Tx · principal | 118 | 29 | 4 | +25 | 3.4% | |||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Palo Alto, Ca | 114 | 11 | 4 | +7 | 3.5% | 1 | ||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC BD affiliated | Orlando, Fl · principal | 113 | 16 | 4 | +12 | 3.5% | |||
| M•• A•••••••• A• D••••••• O• F•••••••• M••• L•• asset manager | Pittsburgh, Pa | 111 | 11 | 4 | +7 | 3.6% | |||
| W•••• F•••• A••••••• wirehouse | Roseville, Ca | 110 | 8 | 4 | +4 | 3.6% | 1 | 1 | |
| L•••• F••• A••••••• S••••••• BD affiliated | Dallas, Tx · principal | 110 | 9 | 4 | +5 | 3.6% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Coral Gables, Fl | 108 | 11 | 4 | +7 | 3.7% | |||
| W•••• F•••• A••••••• wirehouse | Naples, Fl | 108 | 14 | 4 | +10 | 3.7% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Vancouver, Wa | 107 | 17 | 4 | +13 | 3.7% | |||
| S••••• M••••••••• independent RIA | North Little Rock, Ar · principal | 105 | 20 | 4 | +16 | 3.8% | |||
| W•••• F•••• A••••••• wirehouse | Charleston, Sc | 104 | 15 | 4 | +11 | 3.8% | |||
| K•••••••• W••••• M••••••••• L•• independent RIA | Grants Pass, Or · principal | 102 | 21 | 4 | +17 | 3.9% | |||
| W•••• F•••• A••••••• wirehouse | Beverly Hills, Ca | 102 | 6 | 4 | +2 | 3.9% | 2 | ||
| M••••••• I••••••••• N•••••• I••• BD affiliated | Dallas, Tx · principal | 102 | 15 | 4 | +11 | 3.9% | |||
| W•••• F•••• A••••••• wirehouse | Tampa, Fl | 100 | 13 | 4 | +9 | 4.0% | 2 | ||
| G••••• V••• C•••••• M••••••••• L•• independent RIA | Waukesha, Wi · principal | 100 | 13 | 4 | +9 | 4.0% | 1 | ||
| C••••••••• W••••• A•••••••• L•• BD affiliated | Minneapolis, Mn · principal | 99 | 18 | 4 | +14 | 4.0% | |||
| T••••••• S••••••• A••••••• BD affiliated | Indianapolis, In · principal | 97 | 32 | 4 | +28 | 4.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Pittsburgh, Pa | 96 | 9 | 4 | +5 | 4.2% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Mount Pleasant, Sc | 96 | 7 | 4 | +3 | 4.2% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | New York, Ny | 95 | 9 | 4 | +5 | 4.2% | |||
| P•••••• W••••• M••••••••• L•• independent RIA | San Francisco, Ca · principal | 95 | 14 | 4 | +10 | 4.2% | |||
| H•••••• S••••••••• I••• BD affiliated | Dallas, Tx · principal | 92 | 17 | 4 | +13 | 4.3% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Cleveland, Oh · principal | 89 | 10 | 4 | +6 | 4.5% | |||
| H•••••• T••••••• • K•••• L•• independent RIA | Conshohocken, Pa · principal | 87 | 14 | 4 | +10 | 4.6% | |||
| M••••• S•••••• wirehouse | Wayzata, Mn | 87 | 3 | 4 | -1 | 4.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Gilbert, Az | 86 | 3 | 4 | -1 | 4.7% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Chicago, Il | 85 | 10 | 4 | +6 | 4.7% | |||
| I•••••••• A•••••••• L•• BD affiliated | Austin, Tx | 84 | 79 | 4 | +75 | 4.8% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Pittsburgh Wexford, Pa | 82 | 4 | 4 | 0 | 4.9% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Bloomington, Mn | 80 | 7 | 4 | +3 | 5.0% | 1 | ||
| T••••••••• A••••••• I•• asset manager | Cincinnati, Oh · principal | 78 | 12 | 4 | +8 | 5.1% | |||
| M••••• S•••••• wirehouse | Kirkland, Wa | 77 | 14 | 4 | +10 | 5.2% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Elmsford, Ny | 76 | 8 | 4 | +4 | 5.3% | |||
| P••••••• A•••••••• L•• independent RIA | San Francisco, Ca · principal | 75 | 9 | 4 | +5 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Baton Rouge, La | 75 | 8 | 4 | +4 | 5.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Phoenix, Az | 75 | 4 | 4 | 0 | 5.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Honolulu, Hi | 73 | 12 | 4 | +8 | 5.5% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bedford, Nh | 73 | 1 | 4 | -3 | 5.5% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Santa Rosa, Ca | 73 | 7 | 4 | +3 | 5.5% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Baltimore, Md | 71 | 5 | 4 | +1 | 5.6% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Memphis, Tn | 71 | 7 | 4 | +3 | 5.6% | |||
| H•••••• • W•••• A•••• M••••••••• I••• BD affiliated | Parsippany, Nj · principal | 71 | 6 | 4 | +2 | 5.6% | |||
| L••••• F•••••••• G••••• L•• BD affiliated | Saint Louis, Mo · principal | 67 | 9 | 4 | +5 | 6.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Birmingham, Mi | 65 | 11 | 4 | +7 | 6.2% | |||
| B•• P•••••• A•••• M••••••••• U• • L•• asset manager | New York, Ny · principal | 65 | 12 | 4 | +8 | 6.2% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Tampa, Fl | 65 | 6 | 4 | +2 | 6.2% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Tampa, Fl | 63 | 9 | 4 | +5 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Sacramento, Ca | 63 | 15 | 4 | +11 | 6.3% | 2 | ||
| L•• F•••••••• L•• BD affiliated | Vancouver, Wa | 62 | 4 | 4 | 0 | 6.5% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Indianapolis, In | 62 | 10 | 4 | +6 | 6.5% | 1 | ||
| F•••••••• C•••••• M••••••••• L•• independent RIA | Seattle, Wa · principal | 62 | 9 | 4 | +5 | 6.5% | |||
| L•• F•••••••• L•• BD affiliated | Fargo, Nd | 61 | 12 | 4 | +8 | 6.6% | 1 | 1 | |
| C•••••• independent RIA | Chicago, Il | 61 | 26 | 4 | +22 | 6.6% | 1 | ||
| H••••••• C•••••• independent RIA | Columbus, Oh · principal | 60 | 4 | 4 | 0 | 6.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Winter Park, Fl | 60 | 4 | 4 | 0 | 6.7% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Boulder, Co | 60 | 7 | 4 | +3 | 6.7% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Charlotte, Nc | 58 | 5 | 4 | +1 | 6.9% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Bloomington, Mn | 58 | 7 | 4 | +3 | 6.9% | |||
| O•••• W•••••• I••• BD affiliated | Chicago, Il | 58 | 6 | 4 | +2 | 6.9% |
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.