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 “&PARTNERS” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN WEALTH MANAGEMENT LLC independent RIA | Beaver Falls, Pa | 4 | 0 | 2 | -2 | 50% | |||
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. BD affiliated | Brookfield, Wi | 4 | 1 | 2 | -1 | 50% | |||
| INTEGRITY FINANCIAL CORPORATION independent RIA | Malibu, Ca | 4 | 0 | 2 | -2 | 50% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Northridge, Ca | 4 | 0 | 2 | -2 | 50% | |||
| W••••••••• W••••• M•••••••• L••• independent RIA | Wooster, Oh | 4 | 0 | 2 | -2 | 50% | 1 | ||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Garden Grove, Ca | 4 | 1 | 2 | -1 | 50% | |||
| E••••• J•••• national BD | Waipahu, Hi | 4 | 0 | 2 | -2 | 50% | |||
| A•• F•••••••• S•••••••• L•• independent RIA | Westminster, Co · principal | 4 | 4 | 2 | +2 | 50% | |||
| M•••••• BD affiliated | Mcminnville, Or | 4 | 1 | 2 | -1 | 50% | |||
| B•••• D•••••• F••••••••• L•• independent RIA | Bend, Or | 4 | 1 | 2 | -1 | 50% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Cumming, Ga | 4 | 2 | 2 | 0 | 50% | |||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Miami, Fl | 4 | 1 | 2 | -1 | 50% | |||
| M••••• F••••• O••••• independent RIA | Dallas, Tx | 4 | 2 | 2 | 0 | 50% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Ashland, Or | 4 | 0 | 2 | -2 | 50% | 1 | ||
| R•• C••••••• L•• independent RIA | Biloxi, Ms | 4 | 3 | 2 | +1 | 50% | 1 | ||
| G•••• V••••• A•••••• G••••• L•• independent RIA | Altoona, Wi | 4 | 0 | 2 | -2 | 50% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Liverpool, Ny | 4 | 1 | 2 | -1 | 50% | |||
| L•• F•••••••• L•• BD affiliated | Winnetka, Il | 4 | 0 | 2 | -2 | 50% | 1 | ||
| 4• F•••••••• independent RIA | Jacksonville, Fl | 4 | 0 | 2 | -2 | 50% | |||
| I••••••••• F•••••••• G••••• L•• BD affiliated | Prescott, Az | 4 | 0 | 2 | -2 | 50% | |||
| L•• F•••••••• L•• BD affiliated | New Ulm, Mn | 4 | 0 | 2 | -2 | 50% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | League City, Tx | 4 | 0 | 2 | -2 | 50% | |||
| W•••• I••••••••• A•••••••• L•• other | Denver, Co | 4 | 1 | 2 | -1 | 50% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Webster, Ny | 4 | 0 | 2 | -2 | 50% | |||
| J• W• C••• A•••••••• I••• BD affiliated | Honolulu, Hi | 4 | 0 | 2 | -2 | 50% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Pearland, Tx | 4 | 0 | 2 | -2 | 50% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | North Andover, Ma | 4 | 0 | 2 | -2 | 50% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Pensacola, Fl | 4 | 3 | 2 | +1 | 50% | |||
| M••••• S•••••• wirehouse | Carlisle, Pa | 4 | 0 | 2 | -2 | 50% | |||
| O•••••••• C•••••• M••••••••• L•• independent RIA | Fairlawn, Oh · principal | 4 | 0 | 2 | -2 | 50% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Medfield, Ma | 4 | 0 | 2 | -2 | 50% | |||
| E••••• J•••• national BD | Hermosa Beach, Ca | 4 | 2 | 2 | 0 | 50% | 1 | ||
| M••••••••• F•••••••• P•••••••• I••• state registered | Los Gatos, Ca · principal | 4 | 1 | 2 | -1 | 50% | |||
| W•••••• S••••••••• I••• BD affiliated | Dallas, Tx | 4 | 1 | 2 | -1 | 50% | 1 | ||
| M••••• S•••••• wirehouse | Forsyth, Il | 4 | 0 | 2 | -2 | 50% | 1 | ||
| C••••••••• W•••••• L•• independent RIA | Santa Barbara, Ca | 4 | 0 | 2 | -2 | 50% | 1 | ||
| L•••• W••••• M••••••••• independent RIA | Winter Park, Fl · principal | 4 | 4 | 2 | +2 | 50% | |||
| S•• V••••• A••••••• state registered | Scottsdale, Az · principal | 4 | 0 | 2 | -2 | 50% | 1 | ||
| R••• H••••• C•••••• L•• state registered | Birmingham, Mi · principal | 4 | 2 | 2 | 0 | 50% | |||
| A•••• C•••• C•••••• L•• independent RIA | Fort Collins, Co · principal | 4 | 1 | 2 | -1 | 50% | |||
| B••••• I••••••••• C•••••• L•• state registered | Fort Worth, Tx · principal | 4 | 0 | 2 | -2 | 50% | |||
| M••••• T•••• A••••••• independent RIA | Middlebury, Vt · principal | 4 | 1 | 2 | -1 | 50% | |||
| C•••••• I••••••••• A••••••• C••••••• I••• independent RIA | St Charles, Il | 4 | 2 | 2 | 0 | 50% | 1 | ||
| L•••• F••• A••••••• S••••••• BD affiliated | Shakopee, Mn | 4 | 0 | 2 | -2 | 50% | |||
| H•••••••• A•••••••• L•• BD affiliated | Oak Brook, Il | 4 | 1 | 2 | -1 | 50% | |||
| J••• M••••• S••••••••• L•• wirehouse | Red Bank, Nj | 4 | 0 | 2 | -2 | 50% | |||
| F•• W••••• A•••••••• L•• independent RIA | Fishkill, Ny · principal | 3 | 0 | 2 | -2 | 67% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Lake Worth, Fl | 3 | 0 | 2 | -2 | 67% | |||
| W•• B•••••••• S•••••••• I••• BD affiliated | Maumee, Oh | 3 | 0 | 2 | -2 | 67% | |||
| C••••••••• F•••••••• N•••••• national BD | Santa Rosa, Ca | 3 | 0 | 2 | -2 | 67% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Marquette, Mi | 3 | 0 | 2 | -2 | 67% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Richmond, Ca | 3 | 1 | 2 | -1 | 67% | |||
| C••••••• S••••••••• I••• BD affiliated | Fairlawn, Oh | 3 | 3 | 2 | +1 | 67% | |||
| J••• M••••• S••••••••• L•• wirehouse | Grand Blanc, Mi | 3 | 1 | 2 | -1 | 67% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Renton, Wa | 3 | 2 | 2 | 0 | 67% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Palmetto Bay, Fl | 3 | 0 | 2 | -2 | 67% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lewis Center, Oh | 3 | 0 | 2 | -2 | 67% | |||
| L•• F•••••••• L•• BD affiliated | Stoughton, Wi | 3 | 0 | 2 | -2 | 67% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Rice Lake, Wi | 3 | 0 | 2 | -2 | 67% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Onalaska, Wi | 3 | 0 | 2 | -2 | 67% |
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.