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 “&PARTNERS” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC national BD | Smithfield, Ri | 453 | 108 | 9 | +99 | 2.0% | 1 | ||
| SPC BD affiliated | Ann Arbor, Mi · principal | 452 | 47 | 9 | +38 | 2.0% | 1 | ||
| ONEDIGITAL institutional | Overland Park, Ks · principal | 388 | 106 | 9 | +97 | 2.3% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Saint Petersburg, Fl · principal | 321 | 89 | 9 | +80 | 2.8% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Frisco, Tx | 284 | 111 | 9 | +102 | 3.2% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Houston, Tx · principal | 261 | 47 | 9 | +38 | 3.4% | |||
| A••••••• S••••••• N•••••• independent RIA | Atlanta, Ga · principal | 245 | 35 | 9 | +26 | 3.7% | 1 | ||
| V••••••• A•••••••• I••• BD affiliated | Plano, Tx | 232 | 116 | 9 | +107 | 3.9% | 3 | ||
| B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia · principal | 230 | 76 | 9 | +67 | 3.9% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Miami, Fl | 221 | 22 | 9 | +13 | 4.1% | 2 | ||
| S••••••••• W••••• mixed wealth | Summit, Nj · principal | 206 | 80 | 9 | +71 | 4.4% | |||
| W••••••••• A••••••• P••••••• L•• BD affiliated | West Chester, Pa · principal | 175 | 40 | 9 | +31 | 5.1% | 2 | ||
| F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Raleigh, Nc · principal | 171 | 25 | 9 | +16 | 5.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Boca Raton, Fl | 159 | 7 | 9 | -2 | 5.7% | 2 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Indianapolis, In | 131 | 6 | 9 | -3 | 6.9% | 1 | ||
| H••••••••• F•••••••• A••••••• BD affiliated | Columbus, Oh · principal | 129 | 15 | 9 | +6 | 7.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Charlotte, Nc | 122 | 23 | 9 | +14 | 7.4% | |||
| W•••• F•••• A••••••• wirehouse | Palo Alto, Ca | 112 | 15 | 9 | +6 | 8.0% | 3 | ||
| L•• F•••••••• L•• BD affiliated | Denver, Co | 111 | 20 | 9 | +11 | 8.1% | 2 | 3 | |
| R•••••• J•••• • A••••••••• I••• national BD | Atlanta, Ga | 107 | 14 | 9 | +5 | 8.4% | 1 | 2 | |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Alpharetta, Ga | 101 | 8 | 9 | -1 | 8.9% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Naples, Fl | 75 | 1 | 9 | -8 | 12% | 2 | ||
| C•••••• A••••••• S•••••••• L•• independent RIA | Dallas, Tx · principal | 62 | 15 | 9 | +6 | 15% | 2 | ||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Philadelphia, Pa | 60 | 23 | 9 | +14 | 15% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Los Angeles, Ca | 55 | 14 | 9 | +5 | 16% | |||
| E•••••••• A•••••••• L•• national BD | Austin, Tx | 52 | 15 | 9 | +6 | 17% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Dallas, Tx | 45 | 2 | 9 | -7 | 20% | 2 | ||
| E•••••••• A•••••••• L•• national BD | Fort Worth, Tx | 39 | 10 | 9 | +1 | 23% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Palm Beach Gardens, Fl | 38 | 4 | 9 | -5 | 24% | 4 | ||
| L•• E••••••••• L•• BD affiliated | San Diego, Ca | 37 | 12 | 9 | +3 | 24% | 1 | ||
| G•••••• S•••• W••••• S•••••••• L••• BD affiliated | Irving, Tx | 35 | 7 | 9 | -2 | 26% | |||
| P•• A••••••• independent RIA | Phoenix, Az · principal | 31 | 2 | 9 | -7 | 29% | 1 | ||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Orlando, Fl | 31 | 13 | 9 | +4 | 29% | 3 | ||
| R•• P•••••• W••••• independent RIA | Lancaster, Pa · principal | 26 | 12 | 9 | +3 | 35% | 1 | ||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Austin, Tx | 24 | 11 | 9 | +2 | 38% | |||
| L•• F•••••••• L•• BD affiliated | Evansville, In | 20 | 2 | 9 | -7 | 45% | 2 | ||
| S•••••••• A••••••• L•• national BD | Salt Lake City, Ut | 1,106 | 148 | 8 | +140 | 0.7% | |||
| S•••••••• A••••••• L•• national BD | Westlake, Tx | 972 | 139 | 8 | +131 | 0.8% | |||
| P•••••• A•••••• G••••• L•• BD affiliated | Morristown, Nj · principal | 930 | 238 | 8 | +230 | 0.9% | 2 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Boston, Ma | 531 | 62 | 8 | +54 | 1.5% | 1 | 4 | |
| S•••••• P••••••• I••••••••• A•••••••• L•• BD affiliated | Stamford, Ct · principal | 476 | 89 | 8 | +81 | 1.7% | |||
| M••••• S•••••• wirehouse | Washington, Dc | 259 | 13 | 8 | +5 | 3.1% | 2 | 1 | |
| C•••••• S••••• • C••• I••• national BD | Orlando, Fl | 258 | 67 | 8 | +59 | 3.1% | |||
| W•••• F•••• A••••••• wirehouse | Scottsdale, Az | 236 | 26 | 8 | +18 | 3.4% | 1 | ||
| I••••••••• F•••••••• P••••••• BD affiliated | Tampa, Fl · principal | 201 | 43 | 8 | +35 | 4.0% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Mclean, Va | 200 | 35 | 8 | +27 | 4.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | San Diego, Ca | 183 | 19 | 8 | +11 | 4.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bellevue, Wa | 177 | 23 | 8 | +15 | 4.5% | 2 | ||
| J••• H•••••• I••••••••• M••••••••• L•• asset manager | Boston, Ma · principal | 173 | 36 | 8 | +28 | 4.6% | |||
| J••• M••••• S••••••••• L•• wirehouse | Tempe, Az | 170 | 73 | 8 | +65 | 4.7% | 2 | ||
| B••••••• J•••• L•• independent RIA | Seattle, Wa · principal | 159 | 33 | 8 | +25 | 5.0% | |||
| W•••• F•••• A••••••• wirehouse | San Francisco, Ca | 149 | 19 | 8 | +11 | 5.4% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | San Jose, Ca | 148 | 28 | 8 | +20 | 5.4% | 1 | 1 | |
| 4• F•••••••• independent RIA | Austin, Tx · principal | 146 | 47 | 8 | +39 | 5.5% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Boston, Ma | 130 | 33 | 8 | +25 | 6.2% | 1 | 1 | |
| M••••• S•••••• wirehouse | Aventura, Fl | 128 | 9 | 8 | +1 | 6.3% | 2 | ||
| C•••••••• G••••• M•••••• I••• BD affiliated | Jacksonville, Fl | 127 | 19 | 8 | +11 | 6.3% | 1 | ||
| J••••• M••••••••• S•••• L•• BD affiliated | Philadelphia, Pa · principal | 127 | 11 | 8 | +3 | 6.3% | 1 | ||
| S•• I••••••••• M••••••••• C••• mixed wealth | Oaks, Pa · principal | 126 | 14 | 8 | +6 | 6.3% | |||
| H•••• F•••••••• S•••••••• I••• independent RIA | Southfield, Mi · principal | 122 | 18 | 8 | +10 | 6.6% | 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.