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 “LINCOLN INVESTMENT” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK INVESTMENT MANAGEMENT, LLC asset manager | Princeton, Nj · principal | 671 | 96 | 18 | +78 | 2.7% | 1 | ||
| GLOBAL RETIREMENT PARTNERS LLC institutional | San Rafael, Ca · principal | 484 | 92 | 18 | +74 | 3.7% | 4 | ||
| J.P. MORGAN SECURITIES LLC wirehouse | Houston, Tx | 360 | 63 | 18 | +45 | 5.0% | 2 | 1 | |
| E•••••••• A•••••••• L•• national BD | San Francisco, Ca | 57 | 13 | 18 | -5 | 32% | 2 | ||
| J••• M••••• S••••••••• L•• wirehouse | Chicago, Il | 789 | 137 | 17 | +120 | 2.2% | 4 | ||
| T• R••• P•••• A••••••• S•••••••• I••• BD affiliated | Owings Mills, Md · principal | 231 | 66 | 17 | +49 | 7.4% | 1 | ||
| M••••••••• R••••••••• BD affiliated | Washington, Dc · principal | 131 | 19 | 17 | +2 | 13% | 2 | ||
| F••••• I••••••••• independent RIA | Camas, Wa | 856 | 139 | 16 | +123 | 1.9% | |||
| W•••• F•••• A••••••• wirehouse | St Louis, Mo | 643 | 405 | 16 | +389 | 2.5% | 1 | 1 | |
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | Chicago, Il · principal | 528 | 97 | 16 | +81 | 3.0% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Dallas, Tx | 373 | 15 | 16 | -1 | 4.3% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Riverside, Ri | 341 | 38 | 16 | +22 | 4.7% | 1 | ||
| F•••••• independent RIA | San Francisco, Ca · principal | 330 | 157 | 16 | +141 | 4.8% | |||
| W•••• F•••• A••••••• wirehouse | Houston, Tx | 319 | 53 | 16 | +37 | 5.0% | 2 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Newport Beach, Ca | 312 | 24 | 16 | +8 | 5.1% | 3 | ||
| S•••••• N••••••• • C••••••• I••••••••• national BD | St Louis, Mo · principal | 252 | 26 | 16 | +10 | 6.3% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Dallas, Tx | 164 | 20 | 16 | +4 | 9.8% | 2 | ||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Fort Worth, Tx · principal | 1,035 | 225 | 15 | +210 | 1.4% | |||
| C•••••• S••••• • C••• I••• national BD | Lone Tree, Co | 683 | 84 | 15 | +69 | 2.2% | 1 | ||
| W•••• F•••• A••••••• wirehouse | New York, Ny | 406 | 73 | 15 | +58 | 3.7% | 3 | 7 | |
| O••••••••• S••••••••• I••• BD affiliated | Indianapolis, In · principal | 336 | 60 | 15 | +45 | 4.5% | 3 | ||
| J••• M••••• S••••••••• L•• wirehouse | Dallas, Tx | 298 | 41 | 15 | +26 | 5.0% | 2 | ||
| I•••••••• A•••••••• L•• BD affiliated | Urbandale, Ia · principal | 241 | 74 | 15 | +59 | 6.2% | 2 | ||
| L•••• A••••• • C•• L•• asset manager | Jersey City, Nj · principal | 210 | 68 | 15 | +53 | 7.1% | |||
| E•••••••• A•••••••• L•• national BD | Bala Cynwyd, Pa | 178 | 32 | 15 | +17 | 8.4% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | San Diego, Ca | 128 | 14 | 15 | -1 | 12% | 2 | 1 | |
| A•••• W••••• M••••••••• L•• independent RIA | Brookfield, Wi · principal | 99 | 35 | 15 | +20 | 15% | |||
| E•••••••• A•••••••• L•• national BD | Charlotte, Nc | 75 | 12 | 15 | -3 | 20% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Fort Collins, Co | 36 | 3 | 15 | -12 | 42% | 3 | ||
| H•••••• I••••••••• I••• independent RIA | Madison, Wi · principal | 26 | 7 | 15 | -8 | 58% | 1 | ||
| M••••• S•••••• wirehouse | Boston, Ma | 427 | 48 | 14 | +34 | 3.3% | 3 | 5 | |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Miami, Fl | 371 | 27 | 14 | +13 | 3.8% | 1 | 1 | |
| T•• A•••••••• I••• BD affiliated | Summit, Nj · principal | 301 | 68 | 14 | +54 | 4.7% | 1 | ||
| C••••••••• W•••••• L•• independent RIA | Overland Park, Ks · principal | 223 | 38 | 14 | +24 | 6.3% | 3 | 1 | |
| G••••••• A•••••••• L•• independent RIA | Arden Hills, Mn · principal | 186 | 45 | 14 | +31 | 7.5% | |||
| M••••• S•••••• wirehouse | Sandy, Ut | 181 | 29 | 14 | +15 | 7.7% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | San Antonio, Tx | 161 | 57 | 14 | +43 | 8.7% | 3 | 1 | |
| E•••••••• A•••••••• L•• national BD | Syracuse, Ny | 75 | 16 | 14 | +2 | 19% | 2 | ||
| O•••• W•••••• I••• BD affiliated | Raleigh, Nc | 62 | 7 | 14 | -7 | 23% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Roseville, Ca | 45 | 4 | 14 | -10 | 31% | 2 | ||
| L•••••• I••••••••• independent RIA | Palm Beach Gardens, Fl | 3 | 0 | 14 | -14 | 467% | 2 | ||
| M••••• S•••••• wirehouse | Miami, Fl | 487 | 55 | 13 | +42 | 2.7% | 3 | ||
| J••• M••••• S••••••••• L•• wirehouse | Boston, Ma | 346 | 40 | 13 | +27 | 3.8% | 1 | 7 | |
| S••••• W••••• A•••••••• I••• no RAUM | Phoenix, Az | 299 | 87 | 13 | +74 | 4.3% | |||
| K••••• A•••••••• I••• BD affiliated | Ft Lauderdale, Fl | 245 | 22 | 13 | +9 | 5.3% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Fort Worth, Tx | 221 | 48 | 13 | +35 | 5.9% | 2 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Chicago, Il | 219 | 15 | 13 | +2 | 5.9% | 1 | ||
| T• R••• P•••• A••••••• S•••••••• I••• BD affiliated | Colorado Springs, Co | 181 | 47 | 13 | +34 | 7.2% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Atlanta, Ga | 158 | 10 | 13 | -3 | 8.2% | 2 | 1 | |
| J••• M••••• S••••••••• L•• wirehouse | Austin, Tx | 149 | 36 | 13 | +23 | 8.7% | 2 | 2 | |
| T••••••• A•••••• N••••••• L•• BD affiliated | Minneapolis, Mn · principal | 118 | 25 | 13 | +12 | 11% | 2 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Wayzata, Mn | 75 | 2 | 13 | -11 | 17% | 3 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Dallas, Tx | 69 | 12 | 13 | -1 | 19% | 2 | ||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Atlanta, Ga | 62 | 21 | 13 | +8 | 21% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Tulsa, Ok | 9 | 1 | 13 | -12 | 144% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Bedford, Nh | 3 | 0 | 13 | -13 | 433% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Minneapolis, Mn · principal | 631 | 85 | 12 | +73 | 1.9% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | San Francisco, Ca | 400 | 63 | 12 | +51 | 3.0% | 2 | 3 | |
| M••••• S•••••• wirehouse | Boca Raton, Fl | 240 | 13 | 12 | +1 | 5.0% | 1 | 2 | |
| S••••• W••••• A•••••••• I••• no RAUM | Orlando, Fl | 228 | 53 | 12 | +41 | 5.3% |
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.