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 “HIGHTOWER ADVISORS, LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES BD affiliated | Dallas, Tx | 29 | 14 | 2 | +12 | 6.9% | |||
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC BD affiliated | Virginia Beach, Va | 29 | 7 | 2 | +5 | 6.9% | 1 | 2 | |
| EQUITABLE ADVISORS, LLC national BD | Erie, Pa | 29 | 4 | 2 | +2 | 6.9% | |||
| P••••• C•••••• A•••••••• L•• independent RIA | Braintree, Ma · principal | 28 | 5 | 2 | +3 | 7.1% | 1 | ||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Carmel, In | 28 | 0 | 2 | -2 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Mckinney, Tx | 28 | 0 | 2 | -2 | 7.1% | |||
| E•••••••• A•••••••• L•• national BD | Stamford, Ct | 28 | 4 | 2 | +2 | 7.1% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Lexington, Ky | 28 | 3 | 2 | +1 | 7.1% | |||
| E•••••••• A•••••••• L•• national BD | Milwaukee, Wi | 28 | 11 | 2 | +9 | 7.1% | |||
| W•••• F•••• A••••••• wirehouse | Palm Desert, Ca | 28 | 0 | 2 | -2 | 7.1% | |||
| M••• C•••••• independent RIA | Annapolis, Md · principal | 28 | 11 | 2 | +9 | 7.1% | |||
| E••••• J•••• national BD | Bradenton, Fl | 28 | 3 | 2 | +1 | 7.1% | |||
| B•• S••••••••• I••• mixed wealth | Miami, Fl · principal | 28 | 4 | 2 | +2 | 7.1% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Alviso, Ca | 28 | 3 | 2 | +1 | 7.1% | |||
| S•••••• W••••• P•••••••• L•• BD affiliated | San Diego, Ca | 28 | 9 | 2 | +7 | 7.1% | |||
| C•••••• C••••• G••••• I••• no RAUM | Indianapolis, In | 28 | 4 | 2 | +2 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Toms River, Nj | 27 | 1 | 2 | -1 | 7.4% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Los Angeles, Ca | 27 | 1 | 2 | -1 | 7.4% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Reno, Nv | 27 | 3 | 2 | +1 | 7.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Peoria, Il | 27 | 1 | 2 | -1 | 7.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Augusta, Ga | 27 | 2 | 2 | 0 | 7.4% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Alpharetta, Ga | 27 | 3 | 2 | +1 | 7.4% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Canonsburg, Pa | 27 | 4 | 2 | +2 | 7.4% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Alpharetta, Ga | 27 | 3 | 2 | +1 | 7.4% | |||
| E••••• J•••• national BD | Atlanta, Ga | 27 | 1 | 2 | -1 | 7.4% | |||
| M••••• S•••••• wirehouse | Melbourne, Fl | 26 | 3 | 2 | +1 | 7.7% | |||
| M•• S••••••••• L•• no RAUM | Minneapolis, Mn | 26 | 3 | 2 | +1 | 7.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Hyannis, Ma | 26 | 0 | 2 | -2 | 7.7% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | San Ramon, Ca | 26 | 6 | 2 | +4 | 7.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Conshohocken, Pa | 26 | 8 | 2 | +6 | 7.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Saint Augustine, Fl | 26 | 0 | 2 | -2 | 7.7% | |||
| E•••• S••••••••• L•• BD affiliated | Houston, Tx | 26 | 3 | 2 | +1 | 7.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Torrance, Ca | 26 | 1 | 2 | -1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Dubuque, Ia | 26 | 8 | 2 | +6 | 7.7% | 1 | 1 | |
| W•••• F•••• A••••••• wirehouse | Sugar Land, Tx | 26 | 2 | 2 | 0 | 7.7% | |||
| U•• S••••••••• I••• no RAUM | Glastonbury, Ct · principal | 26 | 8 | 2 | +6 | 7.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lake Mary, Fl | 26 | 0 | 2 | -2 | 7.7% | |||
| O•••• W•••••• I••• BD affiliated | Rochester, Mn | 26 | 2 | 2 | 0 | 7.7% | 1 | ||
| E••••• J•••• national BD | Naples, Fl | 26 | 4 | 2 | +2 | 7.7% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Jacksonville, Fl | 26 | 7 | 2 | +5 | 7.7% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Temecula, Ca | 26 | 1 | 2 | -1 | 7.7% | 1 | ||
| P••• A••••• S••••••••• L•• BD affiliated | Garden City, Ny | 26 | 5 | 2 | +3 | 7.7% | |||
| A•••••• W••••• L• independent RIA | Lake Oswego, Or · principal | 26 | 2 | 2 | 0 | 7.7% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Watkinsville, Ga | 25 | 1 | 2 | -1 | 8.0% | 1 | ||
| C•••••• H••• I••••••••• M••••••••• I••• other | Tulsa, Ok · principal | 25 | 4 | 2 | +2 | 8.0% | |||
| O•••• W•••••• I••• BD affiliated | Phoenix, Az | 25 | 1 | 2 | -1 | 8.0% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Seal Beach, Ca | 25 | 1 | 2 | -1 | 8.0% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Scottsdale, Az | 25 | 16 | 2 | +14 | 8.0% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Greenwood Village, Co | 25 | 2 | 2 | 0 | 8.0% | |||
| S••••••••• F•••••••• G••••• L•• independent RIA | Wormleysburg, Pa · principal | 25 | 5 | 2 | +3 | 8.0% | |||
| C•••••• S••••• • C••• I••• national BD | San Mateo, Ca | 25 | 6 | 2 | +4 | 8.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Crown Point, In | 25 | 0 | 2 | -2 | 8.0% | |||
| G•••• W••••• F•••••••• independent RIA | Shoreview, Mn · principal | 25 | 4 | 2 | +2 | 8.0% | |||
| P•••••••• S••••••••• I••• BD affiliated | Downers Grove, Il | 24 | 7 | 2 | +5 | 8.3% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Waverly, Ia | 24 | 8 | 2 | +6 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Eden Prairie, Mn | 24 | 3 | 2 | +1 | 8.3% | 1 | 1 | |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wilmington, Nc | 24 | 3 | 2 | +1 | 8.3% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Tampa, Fl | 24 | 3 | 2 | +1 | 8.3% | 1 | ||
| A••••••• F••••••••• L••• BD affiliated | Indianapolis, In | 24 | 1 | 2 | -1 | 8.3% | 1 | ||
| R•••••• J•••• • A••••••••• I••• national BD | Little Rock, Ar | 24 | 2 | 2 | 0 | 8.3% | 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.