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 “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| MONEY CONCEPTS ADVISORY SERVICE BD affiliated | Palm Beach Gardens, Fl · principal | 395 | 43 | 18 | +25 | 4.6% | 2 | ||
| DIMENSIONAL FUND ADVISORS LP asset manager | Austin, Tx · principal | 254 | 39 | 18 | +21 | 7.1% | |||
| EQUITABLE ADVISORS, LLC national BD | Charlotte, Nc | 75 | 12 | 18 | -6 | 24% | 1 | ||
| M••••• S•••••• wirehouse | Chicago, Il | 721 | 89 | 17 | +72 | 2.4% | 1 | ||
| B•••••••• I••••••••• M••••••••• L•• asset manager | Princeton, Nj · principal | 672 | 95 | 17 | +78 | 2.5% | 1 | ||
| W•••• F•••• A••••••• wirehouse | St Louis, Mo | 643 | 405 | 17 | +388 | 2.6% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Houston, Tx | 361 | 64 | 17 | +47 | 4.7% | 2 | 3 | |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Riverside, Ri | 341 | 38 | 17 | +21 | 5.0% | 2 | ||
| S•••••• N••••••• • C••••••• I••••••••• national BD | St Louis, Mo · principal | 253 | 26 | 17 | +9 | 6.7% | 1 | ||
| T• R••• P•••• A••••••• S•••••••• I••• BD affiliated | Owings Mills, Md · principal | 231 | 66 | 17 | +49 | 7.4% | 1 | ||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Tampa, Fl · principal | 76 | 30 | 17 | +13 | 22% | 3 | ||
| F••••• I••••••••• independent RIA | Camas, Wa | 856 | 139 | 16 | +123 | 1.9% | |||
| J••• M••••• S••••••••• L•• wirehouse | Chicago, Il | 790 | 138 | 16 | +122 | 2.0% | 3 | ||
| C•••••• S••••• • C••• I••• national BD | Lone Tree, Co | 682 | 82 | 16 | +66 | 2.3% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Salt Lake City, Ut | 319 | 71 | 16 | +55 | 5.0% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Dallas, Tx | 298 | 42 | 16 | +26 | 5.4% | 2 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Dallas, Tx | 163 | 20 | 16 | +4 | 9.8% | 2 | ||
| J••• M••••• S••••••••• L•• wirehouse | San Antonio, Tx | 163 | 58 | 16 | +42 | 9.8% | 3 | 3 | |
| C••• L•• BD affiliated | Omaha, Ne · principal | 618 | 134 | 15 | +119 | 2.4% | 1 | ||
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | Chicago, Il · principal | 528 | 97 | 15 | +82 | 2.8% | 1 | ||
| G••••• R••••••••• P••••••• L•• institutional | San Rafael, Ca · principal | 484 | 91 | 15 | +76 | 3.1% | 3 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Miami, Fl | 371 | 27 | 15 | +12 | 4.0% | 1 | 1 | |
| L•••• A••••• • C•• L•• asset manager | Jersey City, Nj · principal | 210 | 66 | 15 | +51 | 7.1% | |||
| 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 | 98 | 35 | 15 | +20 | 15% | |||
| L•• F•••••••• L•• BD affiliated | Fort Collins, Co | 36 | 3 | 15 | -12 | 42% | 3 | ||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Fort Worth, Tx · principal | 1,036 | 225 | 14 | +211 | 1.4% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated | Plymouth, Mn · principal | 1,016 | 231 | 14 | +217 | 1.4% | 1 | ||
| M••••• S•••••• wirehouse | Boston, Ma | 427 | 48 | 14 | +34 | 3.3% | 3 | 8 | |
| T•• A•••••••• I••• BD affiliated | Summit, Nj · principal | 302 | 69 | 14 | +55 | 4.6% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Bala Cynwyd, Pa | 179 | 33 | 14 | +19 | 7.8% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Austin, Tx | 150 | 37 | 14 | +23 | 9.3% | 2 | 2 | |
| 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 | ||
| E•••••••• A•••••••• L•• national BD | Columbia, Md | 58 | 15 | 14 | +1 | 24% | |||
| 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% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Dallas, Tx | 373 | 15 | 13 | +2 | 3.5% | 1 | ||
| 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% | 2 | ||
| M••••• S•••••• wirehouse | Boca Raton, Fl | 240 | 13 | 13 | 0 | 5.4% | 1 | 2 | |
| U•• F•••••••• S••••••• I••• wirehouse | Chicago, Il | 219 | 15 | 13 | +2 | 5.9% | 2 | ||
| M••••• S•••••• wirehouse | Sandy, Ut | 182 | 29 | 13 | +16 | 7.1% | 1 | ||
| T• R••• P•••• A••••••• S•••••••• I••• BD affiliated | Colorado Springs, Co | 180 | 47 | 13 | +34 | 7.2% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Atlanta, Ga | 158 | 10 | 13 | -3 | 8.2% | 2 | 1 | |
| T••••••• A•••••• N••••••• L•• BD affiliated | Minneapolis, Mn · principal | 116 | 24 | 13 | +11 | 11% | 2 | ||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Atlanta, Ga | 62 | 21 | 13 | +8 | 21% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Dubuque, Ia | 9 | 2 | 13 | -11 | 144% | 2 | ||
| 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 | ||
| S•••••••• A••••••• L•• national BD | Jacksonville, Fl | 868 | 103 | 12 | +91 | 1.4% | 1 | ||
| M••••• S•••••• wirehouse | Miami, Fl | 487 | 55 | 12 | +43 | 2.5% | 3 | ||
| O••••••••• institutional | Overland Park, Ks · principal | 388 | 106 | 12 | +94 | 3.1% | 2 | ||
| J••• M••••• S••••••••• L•• wirehouse | Boston, Ma | 347 | 41 | 12 | +29 | 3.5% | 1 | 7 | |
| W•••• F•••• A••••••• wirehouse | Houston, Tx | 319 | 52 | 12 | +40 | 3.8% | 2 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Newport Beach, Ca | 312 | 24 | 12 | +12 | 3.8% | 2 | ||
| F•••• I••••••••• S••••••• BD affiliated | San Antonio, Tx · principal | 162 | 20 | 12 | +8 | 7.4% | 1 | ||
| T••••• A••••••• S•••••••• I••• BD affiliated | Atlanta, Ga · principal | 160 | 17 | 12 | +5 | 7.5% | 1 | ||
| A•••••• P••••••• P•••••••• I••• BD affiliated | Dubuque, Ia · principal | 120 | 4 | 12 | -8 | 10% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Savannah, Ga | 119 | 13 | 12 | +1 | 10% | 2 |
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.