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 “RAYMOND JAMES & ASSOCIATES, INC.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC BD affiliated | Spokane, Wa | 71 | 9 | 2 | +7 | 2.8% | 1 | ||
| RAYMOND JAMES & ASSOCIATES, INC. national BD | St Louis, Mo | 71 | 9 | 2 | +7 | 2.8% | |||
| HIGHTOWER ADVISORS, LLC BD affiliated | New York, Ny | 71 | 9 | 2 | +7 | 2.8% | |||
| F••••• C•••••• A•••••••• L•• independent RIA | Prairie Village, Ks · principal | 71 | 27 | 2 | +25 | 2.8% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Oakhurst, Nj | 70 | 8 | 2 | +6 | 2.9% | |||
| E••••• J•••• national BD | Overland Park, Ks | 70 | 8 | 2 | +6 | 2.9% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Greenwich, Ct | 70 | 1 | 2 | -1 | 2.9% | |||
| S••••• I••••••••• A•••••••• L•• independent RIA | St George, Ut | 70 | 19 | 2 | +17 | 2.9% | |||
| L•• F•••••••• L•• BD affiliated | Pasadena, Ca | 70 | 8 | 2 | +6 | 2.9% | 1 | 1 | |
| S•••••••• A••••••• L•• national BD | Philadelphia, Pa | 69 | 6 | 2 | +4 | 2.9% | |||
| J••• M••••• S••••••••• L•• wirehouse | Palo Alto, Ca | 69 | 13 | 2 | +11 | 2.9% | 1 | ||
| L•••••• I••••••••• independent RIA | Marlton, Nj | 69 | 4 | 2 | +2 | 2.9% | |||
| C• A••••••• S••••••• independent RIA | Williamston, Mi · principal | 68 | 8 | 2 | +6 | 2.9% | |||
| W•••• F•••• A••••••• wirehouse | Wayzata, Mn | 68 | 3 | 2 | +1 | 2.9% | 1 | ||
| M•••••• F•••••••• I••••••••• M••••••••• I••• mixed wealth | Chicago, Il · principal | 67 | 7 | 2 | +5 | 3.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Tulsa, Ok | 67 | 6 | 2 | +4 | 3.0% | |||
| W•••• F•••• A••••••• wirehouse | Tucson, Az | 67 | 10 | 2 | +8 | 3.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Austin, Tx | 67 | 4 | 2 | +2 | 3.0% | 1 | ||
| O•••• W•••••• I••• BD affiliated | San Diego, Ca | 66 | 4 | 2 | +2 | 3.0% | 2 | ||
| C••••••••• P•••••••• R••••• C••• independent RIA | Woodbury, Ny · principal | 66 | 19 | 2 | +17 | 3.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Honolulu, Hi | 66 | 1 | 2 | -1 | 3.0% | |||
| L•• F•••••••• L•• BD affiliated | Fort Worth, Tx | 66 | 11 | 2 | +9 | 3.0% | 1 | 2 | |
| P••• A••••• S••••••••• L•• BD affiliated | Needham, Ma | 66 | 7 | 2 | +5 | 3.0% | |||
| R•• C•••••• M••••••• L•• national BD | Edina, Mn | 66 | 4 | 2 | +2 | 3.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Portland, Or | 66 | 6 | 2 | +4 | 3.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Sarasota, Fl | 65 | 3 | 2 | +1 | 3.1% | 1 | ||
| C•••• W•••••• • A••••••••• L•• independent RIA | Frisco, Tx · principal | 65 | 5 | 2 | +3 | 3.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Minneapolis, Mn | 65 | 4 | 2 | +2 | 3.1% | |||
| B•••••••• I••••••••• M••••••••• L•• asset manager | Boston, Ma | 64 | 15 | 2 | +13 | 3.1% | |||
| O• I••••••••• M••••••••• C• BD affiliated | Cincinnati, Oh · principal | 64 | 1 | 2 | -1 | 3.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wilmington, De | 64 | 3 | 2 | +1 | 3.1% | |||
| P••••••••• • A• E••••••••• C•••••• independent RIA | Owings Mills, Md · principal | 64 | 11 | 2 | +9 | 3.1% | |||
| I••••••••• W••••• C••••••• L•• independent RIA | Waltham, Ma · principal | 63 | 5 | 2 | +3 | 3.2% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Los Angeles, Ca | 63 | 6 | 2 | +4 | 3.2% | |||
| W•••• F•••• A••••••• wirehouse | Bethesda, Md | 63 | 6 | 2 | +4 | 3.2% | |||
| L•• F•••••••• L•• BD affiliated | Carlsbad, Ca | 63 | 9 | 2 | +7 | 3.2% | 1 | ||
| M••••• S•••••• wirehouse | Farmington Hills, Mi | 62 | 1 | 2 | -1 | 3.2% | |||
| L•• E••••••••• L•• BD affiliated | Syracuse, Ny | 62 | 2 | 2 | 0 | 3.2% | |||
| U••• I••••••••• S••••••• C•••••• no RAUM | San Antonio, Tx · principal | 62 | 8 | 2 | +6 | 3.2% | |||
| B•• F•••••••• A••••••• BD affiliated | Oklahoma City, Ok | 62 | 5 | 2 | +3 | 3.2% | |||
| A•••• I••••••••• A•••••••• L•• mixed wealth | Deerfield, Il · principal | 62 | 4 | 2 | +2 | 3.2% | |||
| K•••••• independent RIA | St Louis, Mo | 61 | 14 | 2 | +12 | 3.3% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Latham, Ny | 61 | 6 | 2 | +4 | 3.3% | 2 | ||
| O•••• W•••••• I••• BD affiliated | Houston, Tx | 60 | 1 | 2 | -1 | 3.3% | |||
| M••••• S•••••• wirehouse | Bellevue, Wa | 60 | 5 | 2 | +3 | 3.3% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Miami, Fl | 60 | 5 | 2 | +3 | 3.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wayne, Nj | 60 | 2 | 2 | 0 | 3.3% | |||
| L•• E••••••••• L•• BD affiliated | Cockeysville, Md | 59 | 16 | 2 | +14 | 3.4% | |||
| F••••••• H••••• A•••••••• L•• independent RIA | Boston, Ma · principal | 59 | 3 | 2 | +1 | 3.4% | 1 | ||
| E••••• J•••• national BD | Dallas, Tx | 59 | 6 | 2 | +4 | 3.4% | |||
| H•••• F•••••••• S•••••••• I••• independent RIA | Ann Arbor, Mi | 59 | 11 | 2 | +9 | 3.4% | |||
| L•• F•••••••• L•• BD affiliated | Birmingham, Al | 59 | 4 | 2 | +2 | 3.4% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Richmond, Va | 59 | 5 | 2 | +3 | 3.4% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Jacksonville, Fl | 58 | 4 | 2 | +2 | 3.4% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Brookfield, Wi | 58 | 4 | 2 | +2 | 3.4% | |||
| E•••••••• A•••••••• L•• national BD | Miami, Fl | 58 | 13 | 2 | +11 | 3.4% | |||
| M••••• S•••••• wirehouse | Las Vegas, Nv | 58 | 6 | 2 | +4 | 3.4% | |||
| W•••• F•••• A••••••• wirehouse | Portland, Or | 57 | 5 | 2 | +3 | 3.5% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Kansas City, Mo | 56 | 3 | 2 | +1 | 3.6% | |||
| P••••••• I••••••••• L•• BD affiliated | East Syracuse, Ny · principal | 56 | 5 | 2 | +3 | 3.6% |
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.