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 “KINGSVIEW WEALTH MANAGEMENT, LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Madison, Wi | 50 | 1 | 1 | 0 | 2.0% | |||
| STRATEGIC ADVISERS LLC brokerage advisory | Naples, Fl | 50 | 3 | 1 | +2 | 2.0% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Jersey City, Nj | 50 | 6 | 1 | +5 | 2.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Huntersville, Nc | 50 | 1 | 1 | 0 | 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 | ||
| L•• F•••••••• L•• BD affiliated | Columbus, Oh | 50 | 4 | 1 | +3 | 2.0% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Eagan, Mn | 50 | 3 | 1 | +2 | 2.0% | |||
| C•• A•••• M••••••••• G•••• independent RIA | Naples, Fl · principal | 50 | 12 | 1 | +11 | 2.0% | |||
| L•• F•••••••• L•• BD affiliated | Oak Brook, Il | 50 | 8 | 1 | +7 | 2.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Westwood, Ma | 49 | 3 | 1 | +2 | 2.0% | |||
| M••••• S•••••• wirehouse | Portland, Me | 49 | 2 | 1 | +1 | 2.0% | |||
| A••••••• W••••• M••••••••• L•• independent RIA | Wesley Chapel, Fl · principal | 49 | 8 | 1 | +7 | 2.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Aventura, Fl | 49 | 2 | 1 | +1 | 2.0% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Vancouver, Wa | 49 | 4 | 1 | +3 | 2.0% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Manchester, Nh | 49 | 4 | 1 | +3 | 2.0% | |||
| K•••••• F•••••••• G•••• independent RIA | Granger, In · principal | 49 | 12 | 1 | +11 | 2.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Boca Raton, Fl | 48 | 11 | 1 | +10 | 2.1% | 1 | ||
| C•••••• S••••• • C••• I••• brokerage advisory | Houston, Tx | 48 | 2 | 1 | +1 | 2.1% | |||
| M••••• S•••••• wirehouse | Palm Beach, Fl | 48 | 5 | 1 | +4 | 2.1% | 1 | ||
| M••••• S•••••• wirehouse | Potomac, Md | 48 | 6 | 1 | +5 | 2.1% | |||
| W•••• F•••• A••••••• wirehouse | The Woodlands, Tx | 48 | 6 | 1 | +5 | 2.1% | 1 | ||
| M••••• S•••••• wirehouse | Orland Park, Il | 48 | 4 | 1 | +3 | 2.1% | 1 | ||
| S•••••••• A••••••• L•• brokerage advisory | Torrance, Ca | 48 | 7 | 1 | +6 | 2.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Brentwood, Tn | 48 | 3 | 1 | +2 | 2.1% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Tampa, Fl | 48 | 2 | 1 | +1 | 2.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Orland Park, Il | 48 | 6 | 1 | +5 | 2.1% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Boston, Ma | 48 | 8 | 1 | +7 | 2.1% | 5 | ||
| J••• M••••• S••••••••• L•• wirehouse | New Orleans, La | 47 | 9 | 1 | +8 | 2.1% | |||
| M••••• S•••••• wirehouse | Brea, Ca | 47 | 1 | 1 | 0 | 2.1% | |||
| E••••• J•••• national BD | Greenville, Sc | 47 | 7 | 1 | +6 | 2.1% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Bloomington, Mn | 47 | 3 | 1 | +2 | 2.1% | |||
| E•••••••• A•••••••• L•• BD affiliated | Conshohocken, Pa | 47 | 5 | 1 | +4 | 2.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Annapolis, Md | 47 | 5 | 1 | +4 | 2.1% | |||
| B••••• F•••••••• G•••• independent RIA | Plymouth, Mn · principal | 47 | 8 | 1 | +7 | 2.1% | |||
| M••••••••• S••••••••• T•••••• C•••••• BD affiliated | East Peoria, Il · principal | 47 | 9 | 1 | +8 | 2.1% | |||
| S•••••••• A••••••• L•• brokerage advisory | Sunnyvale, Ca | 47 | 9 | 1 | +8 | 2.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | San Jose, Ca | 46 | 8 | 1 | +7 | 2.2% | 1 | ||
| G••••••••• A•••••••• L•• independent RIA | Towson, Md · principal | 46 | 18 | 1 | +17 | 2.2% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Omaha, Ne | 46 | 5 | 1 | +4 | 2.2% | |||
| E•••••••• P•••• W••••• P•••••••• L•• independent RIA | Denver, Co · principal | 46 | 27 | 1 | +26 | 2.2% | |||
| S•••••••• A••••••• L•• brokerage advisory | Highland Park, Il | 46 | 6 | 1 | +5 | 2.2% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Jericho, Ny | 46 | 3 | 1 | +2 | 2.2% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Leawood, Ks | 46 | 4 | 1 | +3 | 2.2% | |||
| S•••••••• A••••••• L•• brokerage advisory | Sugar Land, Tx | 46 | 8 | 1 | +7 | 2.2% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Hunt Valley, Md | 46 | 4 | 1 | +3 | 2.2% | |||
| M•••• C••••••• A••••••• S•••••• BD affiliated | Louisville, Ky | 46 | 4 | 1 | +3 | 2.2% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Henderson, Nv | 46 | 2 | 1 | +1 | 2.2% | |||
| S•••••••• A••••••• L•• brokerage advisory | Peoria, Az | 46 | 5 | 1 | +4 | 2.2% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | West Des Moines, Ia | 46 | 3 | 1 | +2 | 2.2% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Jupiter, Fl | 46 | 4 | 1 | +3 | 2.2% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Virginia Beach, Va | 46 | 3 | 1 | +2 | 2.2% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Red Bank, Nj | 46 | 3 | 1 | +2 | 2.2% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Chicago, Il | 46 | 3 | 1 | +2 | 2.2% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Los Angeles, Ca | 45 | 11 | 1 | +10 | 2.2% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Chattanooga, Tn | 45 | 1 | 1 | 0 | 2.2% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Newport Beach, Ca | 45 | 3 | 1 | +2 | 2.2% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Novi, Mi | 45 | 5 | 1 | +4 | 2.2% | |||
| W•••• F•••• A••••••• wirehouse | La Jolla, Ca | 45 | 3 | 1 | +2 | 2.2% | |||
| C••••••••• W••••• M••••••••• L•• independent RIA | Des Peres, Mo · principal | 45 | 1 | 1 | 0 | 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.