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 “CROWN CAPITAL SECURITIES, L.P.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| BRADESCO GLOBAL ADVISORS asset manager | Coral Gables, Fl · principal | 24 | 8 | 3 | +5 | 13% | |||
| JOHNSON BRUNETTI independent RIA | Wethersfield, Ct · principal | 24 | 2 | 3 | -1 | 13% | |||
| LPL ENTERPRISE, LLC BD affiliated | Englewood, Co | 24 | 12 | 3 | +9 | 13% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Portsmouth, Nh | 24 | 2 | 3 | -1 | 13% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Shreveport, La | 24 | 2 | 3 | -1 | 13% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Burbank, Ca | 24 | 3 | 3 | 0 | 13% | |||
| E••••• J•••• national BD | Marietta, Ga | 24 | 2 | 3 | -1 | 13% | 1 | ||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Irvine, Ca | 24 | 10 | 3 | +7 | 13% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | West Des Moines, Ia | 24 | 2 | 3 | -1 | 13% | |||
| O••••••••• • C•• I••• BD affiliated | Fort Lauderdale, Fl | 23 | 3 | 3 | 0 | 13% | |||
| E•••• S••••••••• L•• BD affiliated | Bellevue, Wa | 23 | 3 | 3 | 0 | 13% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Sandy, Ut | 23 | 9 | 3 | +6 | 13% | 1 | ||
| P•••••••• S••••••••• I••• BD affiliated | Raleigh, Nc | 23 | 1 | 3 | -2 | 13% | |||
| G•• W••••• M••••••••• independent RIA | Flower Mound, Tx · principal | 23 | 8 | 3 | +5 | 13% | |||
| M••••• O• O•••• I••••••• S•••••••• I••• independent RIA | Coral Gables, Fl | 23 | 4 | 3 | +1 | 13% | |||
| E••••• J•••• national BD | Redding, Ca | 23 | 1 | 3 | -2 | 13% | 1 | ||
| G•••••• I••••••••• M••••••••• mixed wealth | Carmel, In · principal | 23 | 3 | 3 | 0 | 13% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Birmingham, Al | 23 | 3 | 3 | 0 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bloomfield Hills, Mi | 23 | 0 | 3 | -3 | 13% | |||
| W•••• F•••• A••••••• wirehouse | Deerfield, Il | 23 | 0 | 3 | -3 | 13% | 1 | ||
| C•••••••• G••••• M•••••• I••• BD affiliated | Dallas, Tx | 23 | 5 | 3 | +2 | 13% | 1 | ||
| F•••• P••••••• W•••••• L•• independent RIA | Walnut Creek, Ca | 22 | 0 | 3 | -3 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Washington, Dc | 22 | 3 | 3 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Jefferson City, Mo | 22 | 1 | 3 | -2 | 14% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | New Orleans, La | 22 | 2 | 3 | -1 | 14% | 1 | ||
| K••• W••••• A••••••• independent RIA | Overland Park, Ks · principal | 22 | 7 | 3 | +4 | 14% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Reston, Va | 22 | 6 | 3 | +3 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Westerville, Oh | 22 | 2 | 3 | -1 | 14% | 1 | ||
| I••••••• P•••••••• S•••••••• L•• no RAUM | Denver, Co · principal | 22 | 6 | 3 | +3 | 14% | |||
| L••••••• W•••••• I••• independent RIA | Houston, Tx · principal | 21 | 5 | 3 | +2 | 14% | |||
| M••••• S•••••• wirehouse | Akron, Oh | 21 | 2 | 3 | -1 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Ft Worth, Tx | 21 | 2 | 3 | -1 | 14% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Novato, Ca | 21 | 2 | 3 | -1 | 14% | |||
| S••••• I••••••••• M••••••••• L•• independent RIA | Tucson, Az · principal | 21 | 11 | 3 | +8 | 14% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Charlotte, Nc | 21 | 2 | 3 | -1 | 14% | |||
| M•••••• BD affiliated | Highlands Ranch, Co | 21 | 2 | 3 | -1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Barrington, Il | 21 | 2 | 3 | -1 | 14% | 1 | ||
| E•••• S••••••••• L•• BD affiliated | San Antonio, Tx | 21 | 3 | 3 | 0 | 14% | |||
| S•••••••• L•• independent RIA | Foster City, Ca · principal | 21 | 10 | 3 | +7 | 14% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Roswell, Ga | 20 | 0 | 3 | -3 | 15% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | San Jose, Ca | 20 | 2 | 3 | -1 | 15% | |||
| L•• F•••••••• L•• BD affiliated | Holland, Mi | 20 | 6 | 3 | +3 | 15% | |||
| E••••• J•••• national BD | Southlake, Tx | 20 | 0 | 3 | -3 | 15% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Syracuse, Ny | 20 | 1 | 3 | -2 | 15% | 1 | ||
| A••••• A•• P••••••• S••••••• BD affiliated | Pittsburgh, Pa | 20 | 1 | 3 | -2 | 15% | |||
| U•• F•••••••• S••••••• I••• wirehouse | New Haven, Ct | 20 | 1 | 3 | -2 | 15% | |||
| O•••• W•••••• I••• BD affiliated | Brooklyn, Ny | 20 | 2 | 3 | -1 | 15% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Huntsville, Al | 20 | 7 | 3 | +4 | 15% | 1 | ||
| Z•••• F•••••••• independent RIA | Portage, Mi · principal | 19 | 2 | 3 | -1 | 16% | |||
| J••• M••••• S••••••••• L•• wirehouse | Chandler, Az | 19 | 0 | 3 | -3 | 16% | 1 | ||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Orlando, Fl | 19 | 0 | 3 | -3 | 16% | 1 | ||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Troy, Mi | 19 | 6 | 3 | +3 | 16% | |||
| R•• C•••••• M••••••• L•• national BD | St Paul, Mn | 19 | 3 | 3 | 0 | 16% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Burlington, Nc | 19 | 0 | 3 | -3 | 16% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Madison, Wi | 19 | 0 | 3 | -3 | 16% | 1 | ||
| T••••• A••••••• S•••••••• I••• BD affiliated | Coral Gables, Fl | 19 | 0 | 3 | -3 | 16% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Durham, Nc | 19 | 6 | 3 | +3 | 16% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Westlake, Oh | 19 | 0 | 3 | -3 | 16% | 1 | ||
| N••••••••• S••••••••• L•• no RAUM | Columbus, Oh · principal | 19 | 3 | 3 | 0 | 16% | 1 | ||
| M••••• A••••••• S•••••••• I••• independent RIA | Dublin, Oh · principal | 19 | 6 | 3 | +3 | 16% |
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.