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.
65,345 offices matchName search is part of RIA and Wealth Intelligence, so “EAGLE STRATEGIES LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. national BD | Sarasota, Fl | 22 | 6 | 4 | +2 | 18% | |||
| TRUIST ADVISORY SERVICES, INC. BD affiliated | Houston, Tx | 21 | 4 | 4 | 0 | 19% | |||
| EQUITABLE ADVISORS, LLC national BD | Woodland Hills, Ca | 21 | 5 | 4 | +1 | 19% | |||
| F••••••• S••••••••• I••• independent RIA | New York, Ny · principal | 21 | 5 | 4 | +1 | 19% | |||
| O•••• W•••••• I••• BD affiliated | Richmond, Va | 21 | 1 | 4 | -3 | 19% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Ft Worth, Tx | 21 | 2 | 4 | -2 | 19% | 1 | ||
| S••••• I••••••••• M••••••••• L•• independent RIA | Tucson, Az · principal | 21 | 11 | 4 | +7 | 19% | |||
| F•••• F••••••••• A••••••• independent RIA | Irvine, Ca · principal | 21 | 5 | 4 | +1 | 19% | |||
| A•••• W••••• A•••••••• L•• BD affiliated | Chicago, Il · principal | 21 | 3 | 4 | -1 | 19% | 2 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Fort Myers, Fl | 19 | 1 | 4 | -3 | 21% | |||
| O•••• W•••••• I••• BD affiliated | Fond Du Lac, Wi | 19 | 1 | 4 | -3 | 21% | 1 | ||
| E••••• J•••• national BD | Sacramento, Ca | 18 | 3 | 4 | -1 | 22% | |||
| W•••• F•••• A••••••• wirehouse | Bellingham, Wa | 18 | 1 | 4 | -3 | 22% | 1 | ||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Leawood, Ks | 18 | 1 | 4 | -3 | 22% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Canfield, Oh | 18 | 1 | 4 | -3 | 22% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wichita, Ks | 18 | 1 | 4 | -3 | 22% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Pittsford, Ny | 17 | 1 | 4 | -3 | 24% | 1 | ||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Quad Cities, Ia | 17 | 1 | 4 | -3 | 24% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Hudson, Oh | 16 | 1 | 4 | -3 | 25% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Greenville, Sc | 15 | 4 | 4 | 0 | 27% | |||
| K•••••• F•••••••• G••••• L•• independent RIA | Peoria, Az · principal | 14 | 5 | 4 | +1 | 29% | |||
| L•• F•••••••• L•• BD affiliated | Hattiesburg, Ms | 14 | 3 | 4 | -1 | 29% | 1 | ||
| P••• R••••••••• P•••••••• I••• independent RIA | Columbus, Oh · principal | 14 | 3 | 4 | -1 | 29% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Ocala, Fl | 14 | 0 | 4 | -4 | 29% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Amarillo, Tx | 14 | 4 | 4 | 0 | 29% | 2 | 1 | |
| L•• F•••••••• L•• BD affiliated | West Palm Beach, Fl | 14 | 1 | 4 | -3 | 29% | 1 | ||
| K••••• A••••••• S•••••••• L•• BD affiliated | Dallas, Tx | 14 | 0 | 4 | -4 | 29% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Valencia, Ca | 14 | 3 | 4 | -1 | 29% | 1 | 1 | |
| W•••• F•••• A••••••• wirehouse | Cleveland, Oh | 14 | 0 | 4 | -4 | 29% | 1 | ||
| W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C•••••• independent RIA | Tampa, Fl · principal | 14 | 6 | 4 | +2 | 29% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Green Bay, Wi | 14 | 8 | 4 | +4 | 29% | 1 | 1 | |
| C••••• I••••••••• A••••••• L•• BD affiliated | Johnstown, Pa | 13 | 1 | 4 | -3 | 31% | 2 | ||
| P•••••••• S••••••••• I••• BD affiliated | Phoenix, Az | 13 | 3 | 4 | -1 | 31% | |||
| C•••••• S••••• • C••• I••• national BD | Nashville, Tn | 13 | 4 | 4 | 0 | 31% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Mount Laurel, Nj | 12 | 1 | 4 | -3 | 33% | 1 | ||
| T•• I•••••••• independent RIA | Denver, Co · principal | 12 | 3 | 4 | -1 | 33% | 1 | ||
| E••••• J•••• national BD | Roseville, Ca | 12 | 2 | 4 | -2 | 33% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Carmel, In | 11 | 0 | 4 | -4 | 36% | 1 | ||
| C•••• F•••••••• A••••••• independent RIA | Portland, Or · principal | 11 | 2 | 4 | -2 | 36% | 1 | ||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Redding, Ca | 11 | 1 | 4 | -3 | 36% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Southfield, Mi | 11 | 1 | 4 | -3 | 36% | 1 | ||
| T••••••• A••••••• independent RIA | Greenville, Sc · principal | 11 | 4 | 4 | 0 | 36% | |||
| W•••• F•••• A••••••• wirehouse | La Jolla, Ca | 11 | 3 | 4 | -1 | 36% | 1 | ||
| K• C•••••• M••••••••• L•• independent RIA | Saint Francisville, La · principal | 10 | 1 | 4 | -3 | 40% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Highlands Ranch, Co | 10 | 1 | 4 | -3 | 40% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Poughkeepsie, Ny | 10 | 1 | 4 | -3 | 40% | 1 | ||
| A••••• A••••••• independent RIA | Logan, Ut · principal | 9 | 1 | 4 | -3 | 44% | 1 | ||
| E•••• S••••••••• L•• BD affiliated | Westborough, Ma | 9 | 2 | 4 | -2 | 44% | 1 | ||
| O••••• I••••••••• A•••••••• I••• independent RIA | Goshen, Ny · principal | 8 | 2 | 4 | -2 | 50% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Waco, Tx | 8 | 1 | 4 | -3 | 50% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Winter Haven, Fl | 8 | 0 | 4 | -4 | 50% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Marquette, Mi | 8 | 5 | 4 | +1 | 50% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Burnsville, Mn | 8 | 1 | 4 | -3 | 50% | 1 | ||
| T•• I••••••••• A•••• M••••••••• L•• independent RIA | Portland, Or · principal | 8 | 2 | 4 | -2 | 50% | 1 | 1 | |
| S••••••• BD affiliated | Dallas, Tx | 7 | 1 | 4 | -3 | 57% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Naperville, Il | 7 | 0 | 4 | -4 | 57% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Albuquerque, Nm | 7 | 2 | 4 | -2 | 57% | 1 | 1 | |
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Boca Raton, Fl | 7 | 2 | 4 | -2 | 57% | 1 | ||
| L•• E••••••••• L•• BD affiliated | Walnut Creek, Ca | 6 | 0 | 4 | -4 | 67% | |||
| N••••• mixed wealth | Mooresville, Nc · principal | 6 | 0 | 4 | -4 | 67% | 1 |
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.