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 “BEACON POINTE ADVISORS, LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS wirehouse | Minneapolis, Mn | 409 | 51 | 9 | +42 | 2.2% | |||
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC BD affiliated | Saint Petersburg, Fl · principal | 321 | 89 | 9 | +80 | 2.8% | |||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | San Francisco, Ca | 296 | 29 | 9 | +20 | 3.0% | 1 | 1 | |
| A••••••• F••••••••• L••• BD affiliated | Folsom, Ca · principal | 258 | 69 | 9 | +60 | 3.5% | 1 | ||
| C•••••• S••••• • C••• I••• national BD | Orlando, Fl | 258 | 67 | 9 | +58 | 3.5% | |||
| M••••• G•••• I••••••••• A•••••••• L•• independent RIA | St Louis, Mo | 255 | 35 | 9 | +26 | 3.5% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Hunt Valley, Md | 233 | 22 | 9 | +13 | 3.9% | 2 | ||
| R••••••••• C•••••• M••••••••• BD affiliated | New York, Ny · principal | 225 | 58 | 9 | +49 | 4.0% | 3 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Miami, Fl | 221 | 22 | 9 | +13 | 4.1% | 2 | ||
| I••••••••• F•••••••• P••••••• BD affiliated | Tampa, Fl · principal | 202 | 44 | 9 | +35 | 4.5% | 1 | ||
| G••••••• A•••••••• L•• independent RIA | Arden Hills, Mn · principal | 185 | 44 | 9 | +35 | 4.9% | |||
| O•••• A••••••• S•••••••• L•• BD affiliated | Atlanta, Ga · principal | 175 | 30 | 9 | +21 | 5.1% | 2 | ||
| F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Raleigh, Nc · principal | 171 | 25 | 9 | +16 | 5.3% | |||
| M••••• S•••••• wirehouse | Naples, Fl | 163 | 10 | 9 | +1 | 5.5% | 2 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Boca Raton, Fl | 159 | 7 | 9 | -2 | 5.7% | 3 | ||
| P•• W••••• M••••••••• BD affiliated | Pittsburgh, Pa · principal | 145 | 26 | 9 | +17 | 6.2% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Indianapolis, In | 130 | 5 | 9 | -4 | 6.9% | 1 | ||
| S•••• I••••• S••••••••• L•• independent RIA | Fort Lauderdale, Fl · principal | 122 | 28 | 9 | +19 | 7.4% | |||
| L•• F•••••••• L•• BD affiliated | Denver, Co | 111 | 20 | 9 | +11 | 8.1% | 1 | 2 | |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Walnut Creek, Ca | 110 | 4 | 9 | -5 | 8.2% | 1 | ||
| A••• I••••• A••••••• independent RIA | Charlotte, Nc · principal | 81 | 12 | 9 | +3 | 11% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Dallas, Tx | 45 | 2 | 9 | -7 | 20% | 2 | ||
| E•••••••• A•••••••• L•• national BD | Raleigh, Nc | 39 | 8 | 9 | -1 | 23% | |||
| L•• E••••••••• L•• BD affiliated | San Diego, Ca | 37 | 12 | 9 | +3 | 24% | 1 | ||
| P•• A••••••• independent RIA | Phoenix, Az · principal | 31 | 2 | 9 | -7 | 29% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Seattle, Wa | 28 | 5 | 9 | -4 | 32% | |||
| R•• P•••••• W••••• independent RIA | Lancaster, Pa · principal | 26 | 11 | 9 | +2 | 35% | 1 | ||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Austin, Tx | 24 | 11 | 9 | +2 | 38% | |||
| C••••• P••••••• L•• independent RIA | New York, Ny · principal | 737 | 219 | 8 | +211 | 1.1% | |||
| L••• independent RIA | Los Angeles, Ca · principal | 319 | 90 | 8 | +82 | 2.5% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Frisco, Tx | 286 | 113 | 8 | +105 | 2.8% | |||
| A••••••• S••••••• N•••••• independent RIA | Atlanta, Ga · principal | 245 | 36 | 8 | +28 | 3.3% | 2 | ||
| E••••• J•••• national BD | Tempe, Az | 234 | 10 | 8 | +2 | 3.4% | |||
| C•••••• S••••• • C••• I••• national BD | Indianapolis, In | 228 | 35 | 8 | +27 | 3.5% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Houston, Tx | 207 | 11 | 8 | +3 | 3.9% | 1 | 1 | |
| W•••• F•••• A••••••• wirehouse | Fort Worth, Tx | 198 | 42 | 8 | +34 | 4.0% | 2 | 1 | |
| W••••••••• A••••••• P••••••• L•• BD affiliated | West Chester, Pa · principal | 175 | 40 | 8 | +32 | 4.6% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Tempe, Az | 170 | 73 | 8 | +65 | 4.7% | 1 | ||
| B••••••• J•••• L•• independent RIA | Seattle, Wa · principal | 159 | 33 | 8 | +25 | 5.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Las Vegas, Nv | 152 | 23 | 8 | +15 | 5.3% | |||
| W•••• F•••• A••••••• wirehouse | San Jose, Ca | 145 | 17 | 8 | +9 | 5.5% | 2 | 1 | |
| F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Charlotte, Nc | 129 | 28 | 8 | +20 | 6.2% | |||
| M••••• S•••••• wirehouse | Aventura, Fl | 128 | 9 | 8 | +1 | 6.3% | 2 | ||
| J••••• M••••••••• S•••• L•• BD affiliated | Philadelphia, Pa · principal | 127 | 11 | 8 | +3 | 6.3% | 1 | ||
| H•••• F•••••••• S•••••••• I••• independent RIA | Southfield, Mi · principal | 122 | 18 | 8 | +10 | 6.6% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Palo Alto, Ca | 112 | 15 | 8 | +7 | 7.1% | 3 | ||
| W•••• F•••• A••••••• wirehouse | Purchase, Ny | 108 | 13 | 8 | +5 | 7.4% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Oak Brook, Il | 96 | 28 | 8 | +20 | 8.3% | |||
| G••• L••• A•••••••• L•• independent RIA | Celebration, Fl · principal | 88 | 8 | 8 | 0 | 9.1% | 2 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Boca Raton, Fl | 82 | 8 | 8 | 0 | 9.8% | 1 | ||
| Z•••• I••••••••• M••••••••• I••• mixed wealth | Chicago, Il · principal | 81 | 16 | 8 | +8 | 9.9% | |||
| I••••••••• A••••••• N•••••• L•• independent RIA | Dallas, Tx · principal | 78 | 11 | 8 | +3 | 10% | 2 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Sacramento, Ca | 75 | 12 | 8 | +4 | 11% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Naples, Fl | 75 | 1 | 8 | -7 | 11% | 2 | ||
| J••• H•••••• P••••••• F•••••••• S•••••••• L•• BD affiliated | Boston, Ma · principal | 63 | 9 | 8 | +1 | 13% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Scottsdale, Az | 62 | 7 | 8 | -1 | 13% | 1 | 1 | |
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Philadelphia, Pa | 60 | 23 | 8 | +15 | 13% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Rochester, Ny | 55 | 3 | 8 | -5 | 15% | 3 | ||
| E•••••••• A•••••••• L•• national BD | Los Angeles, Ca | 55 | 14 | 8 | +6 | 15% | |||
| P•••••••• A•••••• S••••••• BD affiliated | Charlotte, Nc | 54 | 18 | 8 | +10 | 15% | 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.