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 “BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS wirehouse | New York, Ny | 59 | 27 | 1 | +26 | 1.7% | 1 | ||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Chesterfield, Mo | 59 | 10 | 1 | +9 | 1.7% | |||
| CAPITAL INVESTMENT ADVISORS, LLC independent RIA | Atlanta, Ga · principal | 59 | 7 | 1 | +6 | 1.7% | |||
| R•• C•••••• M••••••• L•• national BD | Boston, Ma | 59 | 10 | 1 | +9 | 1.7% | |||
| S••••• F••••••••• L•• BD affiliated | Parsippany, Nj · principal | 59 | 9 | 1 | +8 | 1.7% | |||
| L•• F•••••••• L•• BD affiliated | Greensboro, Nc | 59 | 4 | 1 | +3 | 1.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Grand Rapids, Mi | 58 | 8 | 1 | +7 | 1.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Baton Rouge, La | 58 | 3 | 1 | +2 | 1.7% | |||
| V•••••• A•••••••• L•• independent RIA | Chicago, Il · principal | 58 | 13 | 1 | +12 | 1.7% | |||
| M••••• S•••••• wirehouse | Kansas City, Mo | 58 | 6 | 1 | +5 | 1.7% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Atlanta, Ga | 58 | 3 | 1 | +2 | 1.7% | |||
| E•••••••• P•• independent RIA | Berwyn, Pa · principal | 58 | 9 | 1 | +8 | 1.7% | |||
| S•••••••• A••••••• L•• national BD | Lone Tree, Co | 58 | 5 | 1 | +4 | 1.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Melville, Ny | 58 | 3 | 1 | +2 | 1.7% | |||
| M••••• S•••••• wirehouse | Troy, Mi | 58 | 2 | 1 | +1 | 1.7% | |||
| B•• P•••••••• L•• independent RIA | New York, Ny · principal | 58 | 12 | 1 | +11 | 1.7% | |||
| W•••• F•••• A••••••• wirehouse | Phoenix, Az | 58 | 8 | 1 | +7 | 1.7% | |||
| O••••••••• • C•• I••• BD affiliated | Chicago, Il | 57 | 10 | 1 | +9 | 1.8% | |||
| R••••• I••••••••• A•••••••• I•• BD affiliated | Wilmington, De · principal | 57 | 12 | 1 | +11 | 1.8% | |||
| L•• F•••••••• L•• BD affiliated | Indianapolis, In | 57 | 5 | 1 | +4 | 1.8% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Miamisburg, Oh | 57 | 4 | 1 | +3 | 1.8% | 1 | ||
| M•••••• W••••• no RAUM | Overland Park, Ks · principal | 57 | 10 | 1 | +9 | 1.8% | |||
| M••••••• W••••• M••••••••• L•• independent RIA | Lexington, Ky · principal | 57 | 6 | 1 | +5 | 1.8% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Bethesda, Md | 57 | 3 | 1 | +2 | 1.8% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | New Haven, Ct | 57 | 7 | 1 | +6 | 1.8% | |||
| B•• M••••• S••••••••• C••••••••• other | New York, Ny · principal | 57 | 10 | 1 | +9 | 1.8% | |||
| W•••• F•••• A••••••• wirehouse | Dublin, Oh | 57 | 2 | 1 | +1 | 1.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Reston, Va | 56 | 5 | 1 | +4 | 1.8% | |||
| R•• C•••••• M••••••• L•• national BD | Beverly Hills, Ca | 56 | 3 | 1 | +2 | 1.8% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Denver, Co | 56 | 7 | 1 | +6 | 1.8% | |||
| S•••••••• A••••••• L•• national BD | Castle Rock, Co | 56 | 3 | 1 | +2 | 1.8% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Atlanta, Ga | 56 | 8 | 1 | +7 | 1.8% | |||
| L•• F•••••••• L•• BD affiliated | Baltimore, Md | 56 | 5 | 1 | +4 | 1.8% | |||
| V•••••• F•••••••• independent RIA | Austin, Tx · principal | 55 | 16 | 1 | +15 | 1.8% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Beverly Hills, Ca | 55 | 10 | 1 | +9 | 1.8% | 1 | ||
| U••••• A•••••• G•••• independent RIA | Cincinnati, Oh · principal | 55 | 12 | 1 | +11 | 1.8% | |||
| S•••••••• A••••••• L•• national BD | Palo Alto, Ca | 55 | 9 | 1 | +8 | 1.8% | |||
| C••••••• institutional | Boston, Ma | 55 | 3 | 1 | +2 | 1.8% | |||
| U•• F•••••••• S••••••• I••• wirehouse | San Juan, Pr | 55 | 5 | 1 | +4 | 1.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Boston, Ma | 55 | 9 | 1 | +8 | 1.8% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Columbia, Md | 55 | 5 | 1 | +4 | 1.8% | |||
| A••••• W••••• M••••••••• independent RIA | Ft Smith, Ar | 55 | 5 | 1 | +4 | 1.8% | |||
| E••••• J•••• national BD | Lincoln, Ne | 55 | 6 | 1 | +5 | 1.8% | |||
| R•• W••••• B•••••••• I••• independent RIA | Montclair, Nj · principal | 54 | 7 | 1 | +6 | 1.9% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Indianapolis, In | 54 | 2 | 1 | +1 | 1.9% | |||
| L•• F•••••••• L•• BD affiliated | Brentwood, Tn | 54 | 14 | 1 | +13 | 1.9% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Garden City, Ny | 54 | 4 | 1 | +3 | 1.9% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Sarasota, Fl | 54 | 5 | 1 | +4 | 1.9% | |||
| M••••• S•••••• wirehouse | Woodland Hills, Ca | 54 | 3 | 1 | +2 | 1.9% | |||
| M••••• S•••••• wirehouse | Greenville, De | 53 | 3 | 1 | +2 | 1.9% | |||
| W•••• F•••• A••••••• wirehouse | Seal Beach, Ca | 53 | 0 | 1 | -1 | 1.9% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Newport Beach, Ca | 53 | 6 | 1 | +5 | 1.9% | |||
| M••••• S•••••• wirehouse | Sacramento, Ca | 53 | 4 | 1 | +3 | 1.9% | 1 | 2 | |
| C••••• P••••••• P••••••• independent RIA | Leawood, Ks · principal | 53 | 11 | 1 | +10 | 1.9% | |||
| A•••••••• P•••••••• L•• independent RIA | Houston, Tx · principal | 53 | 7 | 1 | +6 | 1.9% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Raleigh, Nc | 52 | 1 | 1 | 0 | 1.9% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fort Worth, Tx | 52 | 4 | 1 | +3 | 1.9% | 1 | ||
| P••• A••••• S••••••••• L•• BD affiliated | Melville, Ny | 52 | 6 | 1 | +5 | 1.9% | |||
| A••••••• A•••• M••••••••• I••• mixed wealth | Princeton, Nj | 52 | 5 | 1 | +4 | 1.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Hartford, Ct | 52 | 4 | 1 | +3 | 1.9% |
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.