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 “CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. BD affiliated | Las Vegas, Nv | 13 | 1 | 2 | -1 | 15% | |||
| EDWARD JONES national BD | Idaho Falls, Id | 13 | 1 | 2 | -1 | 15% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Alpharetta, Ga | 13 | 2 | 2 | 0 | 15% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bedford, Tx | 13 | 3 | 2 | +1 | 15% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Duluth, Ga | 13 | 0 | 2 | -2 | 15% | |||
| L•• F•••••••• L•• BD affiliated | Fairfield, Ct | 13 | 3 | 2 | +1 | 15% | |||
| J••• M••••• S••••••••• L•• wirehouse | Mckinney, Tx | 13 | 2 | 2 | 0 | 15% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Spokane, Wa | 13 | 0 | 2 | -2 | 15% | |||
| M••• A••••••• S•••••••• L•• independent RIA | Alpharetta, Ga · principal | 13 | 0 | 2 | -2 | 15% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Miami Beach, Fl | 13 | 1 | 2 | -1 | 15% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Frisco, Tx | 13 | 0 | 2 | -2 | 15% | |||
| E••••• J•••• national BD | Clearwater, Fl | 13 | 0 | 2 | -2 | 15% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Syracuse, Ny | 13 | 0 | 2 | -2 | 15% | 1 | ||
| P••• A••••• S••••••••• L•• BD affiliated | Phoenix, Az | 13 | 2 | 2 | 0 | 15% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Highland Park, Il | 13 | 1 | 2 | -1 | 15% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | West Chester, Pa | 13 | 3 | 2 | +1 | 15% | |||
| E••••••• independent RIA | New York, Ny · principal | 13 | 0 | 2 | -2 | 15% | |||
| L•• F•••••••• L•• BD affiliated | Medford, Or | 13 | 8 | 2 | +6 | 15% | 1 | 1 | |
| E••••• J•••• national BD | Ft Myers, Fl | 13 | 1 | 2 | -1 | 15% | |||
| J••• M••••• S••••••••• L•• wirehouse | Evanston, Il | 13 | 3 | 2 | +1 | 15% | |||
| A••••• F•••••••• A•••••••• I••• independent RIA | Orlando, Fl · principal | 13 | 2 | 2 | 0 | 15% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Prior Lake, Mn | 13 | 2 | 2 | 0 | 15% | |||
| M••••• S•••••• wirehouse | Montecito, Ca | 13 | 0 | 2 | -2 | 15% | |||
| E••••• J•••• national BD | Fairfax, Va | 13 | 3 | 2 | +1 | 15% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Uniondale, Ny | 13 | 1 | 2 | -1 | 15% | |||
| R•• C••••••• L•• independent RIA | Sugar Land, Tx · principal | 13 | 3 | 2 | +1 | 15% | 1 | ||
| E•••• S••••••••• L•• BD affiliated | Fresno, Ca | 12 | 2 | 2 | 0 | 17% | |||
| T••••• W••••• M••••••••• L•• independent RIA | Audubon, Pa · principal | 12 | 1 | 2 | -1 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Fort Collins, Co | 12 | 0 | 2 | -2 | 17% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Hilliard, Oh | 12 | 2 | 2 | 0 | 17% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Andover, Ma | 12 | 2 | 2 | 0 | 17% | 1 | ||
| P•• W••••• M••••••••• BD affiliated | Columbus, Oh | 12 | 4 | 2 | +2 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Lakewood Ranch, Fl | 12 | 3 | 2 | +1 | 17% | 1 | ||
| E••••• J•••• national BD | Surprise, Az | 12 | 0 | 2 | -2 | 17% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Easton, Md | 12 | 1 | 2 | -1 | 17% | 1 | ||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Alpharetta, Ga | 12 | 2 | 2 | 0 | 17% | 1 | 1 | |
| P•••••• F•••••••• A••••••• independent RIA | College Station, Tx · principal | 12 | 3 | 2 | +1 | 17% | |||
| L• • S• A•••••••• I•• independent RIA | Los Angeles, Ca · principal | 12 | 2 | 2 | 0 | 17% | 1 | ||
| V•••• F•••••••• A•••••••• I••• BD affiliated | St Louis, Mo | 12 | 1 | 2 | -1 | 17% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Jacksonville, Fl | 12 | 0 | 2 | -2 | 17% | 1 | ||
| E•••• S••••••••• L•• BD affiliated | Latham, Ny | 12 | 3 | 2 | +1 | 17% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Brentwood, Tn | 12 | 0 | 2 | -2 | 17% | |||
| O•••••••• W••••• M••••••••• independent RIA | Birmingham, Al · principal | 12 | 1 | 2 | -1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Vancouver, Wa | 12 | 1 | 2 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Clarks Summit, Pa | 12 | 1 | 2 | -1 | 17% | |||
| C•••••• W••••• A••••••• G•••• independent RIA | Fleming Island, Fl · principal | 12 | 5 | 2 | +3 | 17% | |||
| P•••••••• A••••••• national BD | Lakeland, Fl | 12 | 2 | 2 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Visalia, Ca | 12 | 0 | 2 | -2 | 17% | |||
| E•••• S••••••••• L•• BD affiliated | Pasadena, Ca | 12 | 2 | 2 | 0 | 17% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Irvine, Ca | 12 | 1 | 2 | -1 | 17% | |||
| P••••••• A••••••• S•••••••• I••• independent RIA | Englewood, Co · principal | 12 | 1 | 2 | -1 | 17% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Oklahoma City, Ok | 12 | 1 | 2 | -1 | 17% | |||
| I•••••• I••••••••• L•• asset manager | Meridian, Id · principal | 12 | 1 | 2 | -1 | 17% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Sacramento, Ca | 11 | 5 | 2 | +3 | 18% | 1 | ||
| E••••• J•••• national BD | Dothan, Al | 11 | 1 | 2 | -1 | 18% | |||
| W•••• F•••• A••••••• wirehouse | Troy, Mi | 11 | 0 | 2 | -2 | 18% | 1 | ||
| E•••• S••••••••• L•• BD affiliated | Tulsa, Ok | 11 | 0 | 2 | -2 | 18% | |||
| R••••••••• I••••••••• M••••••••• L•• independent RIA | Syracuse, Ny · principal | 11 | 0 | 2 | -2 | 18% | |||
| P••••••••• P••••••• • C••• L•• independent RIA | Bethesda, Md · principal | 11 | 3 | 2 | +1 | 18% | |||
| D••• D••••••• • C•• independent RIA | Bend, Or | 11 | 2 | 2 | 0 | 18% |
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.