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 “GENEOS WEALTH MANAGEMENT, INC.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Fort Worth, Tx | 52 | 4 | 1 | +3 | 1.9% | 1 | ||
| ADVISORS ASSET MANAGEMENT, INC. mixed wealth | Princeton, Nj | 52 | 5 | 1 | +4 | 1.9% | |||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Hartford, Ct | 52 | 4 | 1 | +3 | 1.9% | |||
| V••••• A•••• M••••••••• independent RIA | Durham, Nc · principal | 52 | 5 | 1 | +4 | 1.9% | |||
| T•• C•••••• G••••• L•• independent RIA | Boise, Id · principal | 51 | 9 | 1 | +8 | 2.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Scottsdale, Az | 51 | 4 | 1 | +3 | 2.0% | |||
| O••••••••• • C•• I••• BD affiliated | Coral Gables, Fl | 51 | 8 | 1 | +7 | 2.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Midlothian, Va | 51 | 5 | 1 | +4 | 2.0% | |||
| S•••••••• A••••••• L•• national BD | Las Vegas, Nv | 51 | 4 | 1 | +3 | 2.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Mechanicsburg, Pa | 51 | 5 | 1 | +4 | 2.0% | |||
| O••••• F•••••••• G••••• L•• independent RIA | Carmel, In · principal | 51 | 5 | 1 | +4 | 2.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Hingham, Ma | 51 | 1 | 1 | 0 | 2.0% | |||
| E•••••••• A•••••••• L•• national BD | Falls Church, Va | 51 | 3 | 1 | +2 | 2.0% | |||
| C•• A•••• M••••••••• G•••• independent RIA | Naples, Fl · principal | 50 | 13 | 1 | +12 | 2.0% | |||
| C•••••• S••••• • C••• I••• national BD | Newport Beach, Ca | 50 | 9 | 1 | +8 | 2.0% | |||
| L•• F•••••••• L•• BD affiliated | Oak Brook, Il | 50 | 8 | 1 | +7 | 2.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Madison, Wi | 50 | 1 | 1 | 0 | 2.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Huntersville, Nc | 50 | 1 | 1 | 0 | 2.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Saint Petersburg, Fl | 50 | 7 | 1 | +6 | 2.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Eagan, Mn | 50 | 3 | 1 | +2 | 2.0% | |||
| H•••••• T••••••• • K•••• L•• independent RIA | New York, Ny | 50 | 6 | 1 | +5 | 2.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Jersey City, Nj | 50 | 7 | 1 | +6 | 2.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Orlando, Fl | 50 | 3 | 1 | +2 | 2.0% | |||
| M••••• S•••••• wirehouse | Milwaukee, Wi | 50 | 4 | 1 | +3 | 2.0% | |||
| C•••••• independent RIA | Dallas, Tx | 50 | 10 | 1 | +9 | 2.0% | 1 | ||
| E••••• J•••• national BD | Tulsa, Ok | 50 | 5 | 1 | +4 | 2.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Aventura, Fl | 49 | 2 | 1 | +1 | 2.0% | 1 | ||
| K•••••• F•••••••• G•••• independent RIA | Granger, In · principal | 49 | 12 | 1 | +11 | 2.0% | |||
| L•• F•••••••• L•• BD affiliated | Walnut Creek, Ca | 49 | 8 | 1 | +7 | 2.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Manchester, Nh | 49 | 4 | 1 | +3 | 2.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Vancouver, Wa | 49 | 4 | 1 | +3 | 2.0% | 1 | ||
| M••••• S•••••• wirehouse | Palm Beach, Fl | 48 | 5 | 1 | +4 | 2.1% | 1 | ||
| C•••••••• G••••• M•••••• I••• BD affiliated | Tampa, Fl | 48 | 2 | 1 | +1 | 2.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Brentwood, Tn | 48 | 3 | 1 | +2 | 2.1% | |||
| C•••••• S••••• • C••• I••• national BD | Boston, Ma | 48 | 8 | 1 | +7 | 2.1% | 4 | ||
| E•••••• A••••••• G••••• L•• BD affiliated | Denver, Co | 48 | 28 | 1 | +27 | 2.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Rancho Santa Fe, Ca | 48 | 4 | 1 | +3 | 2.1% | |||
| M••••• S•••••• wirehouse | Potomac, Md | 48 | 6 | 1 | +5 | 2.1% | |||
| C•••••• S••••• • C••• I••• national BD | Houston, Tx | 48 | 2 | 1 | +1 | 2.1% | |||
| S•••••••• A••••••• L•• national BD | The Woodlands, Tx | 48 | 4 | 1 | +3 | 2.1% | |||
| C••••• P••••••• L•• independent RIA | Boston, Ma | 48 | 13 | 1 | +12 | 2.1% | |||
| E•••••••• A•••••••• L•• national BD | Wall, Nj | 48 | 4 | 1 | +3 | 2.1% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Beverly Hills, Ca | 48 | 11 | 1 | +10 | 2.1% | |||
| M••••• S•••••• wirehouse | Brea, Ca | 47 | 1 | 1 | 0 | 2.1% | |||
| S•••••••• A••••••• L•• national BD | Sunnyvale, Ca | 47 | 9 | 1 | +8 | 2.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Pepper Pike, Oh | 47 | 1 | 1 | 0 | 2.1% | |||
| B••••• F•••••••• G•••• independent RIA | Plymouth, Mn · principal | 47 | 8 | 1 | +7 | 2.1% | |||
| M••••••••• S••••••••• T•••••• C•••••• independent RIA | East Peoria, Il · principal | 47 | 9 | 1 | +8 | 2.1% | |||
| A••••••• I••••••••• S••••••••• G••••• L•• independent RIA | Eagle, Id · principal | 47 | 2 | 1 | +1 | 2.1% | |||
| E••••• J•••• national BD | Greenville, Sc | 47 | 7 | 1 | +6 | 2.1% | |||
| S•••••••• A••••••• L•• national BD | Dunwoody, Ga | 47 | 4 | 1 | +3 | 2.1% | |||
| T•• B•••••• G•••• W••••• A•••••••• L•• other | Tampa, Fl · principal | 47 | 12 | 1 | +11 | 2.1% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Bloomington, Mn | 47 | 3 | 1 | +2 | 2.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | New Orleans, La | 47 | 9 | 1 | +8 | 2.1% | |||
| E••••• J•••• national BD | Reno, Nv | 46 | 2 | 1 | +1 | 2.2% | |||
| E•••••••• P•••• W••••• P•••••••• L•• independent RIA | Denver, Co · principal | 46 | 27 | 1 | +26 | 2.2% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Newport Beach, Ca | 46 | 8 | 1 | +7 | 2.2% | 3 | ||
| G••••••••• A•••••••• L•• independent RIA | Towson, Md · principal | 46 | 18 | 1 | +17 | 2.2% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Henderson, Nv | 46 | 2 | 1 | +1 | 2.2% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Jericho, Ny | 46 | 3 | 1 | +2 | 2.2% |
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.