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 |
|---|---|---|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC wirehouse | San Jose, Ca | 46 | 8 | 1 | +7 | 2.2% | 1 | ||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Omaha, Ne | 46 | 5 | 1 | +4 | 2.2% | |||
| CITIGROUP GLOBAL MARKETS INC. BD affiliated | Stamford, Ct | 46 | 7 | 1 | +6 | 2.2% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Red Bank, Nj | 46 | 3 | 1 | +2 | 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 | Virginia Beach, Va | 46 | 3 | 1 | +2 | 2.2% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Henderson, Nv | 46 | 2 | 1 | +1 | 2.2% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Vienna, Va | 45 | 2 | 1 | +1 | 2.2% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Novi, Mi | 45 | 5 | 1 | +4 | 2.2% | |||
| S•••• R•••• • C••• I••• independent RIA | Rochester, Ny · principal | 45 | 6 | 1 | +5 | 2.2% | |||
| C••••••••• W••••• M••••••••• L•• independent RIA | Des Peres, Mo · principal | 45 | 1 | 1 | 0 | 2.2% | |||
| L•• E••••••••• L•• BD affiliated | Cranberry Township, Pa | 45 | 4 | 1 | +3 | 2.2% | |||
| J••• M••••• S••••••••• L•• wirehouse | Ft Lauderdale, Fl | 45 | 13 | 1 | +12 | 2.2% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Newport Beach, Ca | 45 | 3 | 1 | +2 | 2.2% | |||
| M••••• S•••••• wirehouse | Minneapolis, Mn | 45 | 5 | 1 | +4 | 2.2% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | San Mateo, Ca | 45 | 2 | 1 | +1 | 2.2% | 1 | ||
| E••••• J•••• national BD | Metairie, La | 45 | 2 | 1 | +1 | 2.2% | |||
| C•••••• S••••• • C••• I••• national BD | Los Angeles, Ca | 45 | 11 | 1 | +10 | 2.2% | |||
| D•••••••• C•••••• M••••••••• L•• independent RIA | Evansville, In · principal | 45 | 9 | 1 | +8 | 2.2% | |||
| W•••• F•••• A••••••• wirehouse | Doylestown, Pa | 45 | 2 | 1 | +1 | 2.2% | |||
| W•••• F•••• A••••••• wirehouse | La Jolla, Ca | 45 | 3 | 1 | +2 | 2.2% | |||
| D••• D••••••• • C•• independent RIA | Great Falls, Mt · principal | 45 | 3 | 1 | +2 | 2.2% | |||
| E••••• J•••• national BD | Portland, Or | 44 | 5 | 1 | +4 | 2.3% | 1 | ||
| P•••••••• F•••••••• S••••••• independent RIA | Los Angeles, Ca · principal | 44 | 8 | 1 | +7 | 2.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Sarasota, Fl | 44 | 2 | 1 | +1 | 2.3% | |||
| C••••••• S••••••••• I••• BD affiliated | Rocky River, Oh | 44 | 8 | 1 | +7 | 2.3% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Chicago, Il | 44 | 4 | 1 | +3 | 2.3% | |||
| L•• F•••••••• L•• BD affiliated | Rochester, Mi | 44 | 9 | 1 | +8 | 2.3% | |||
| F••••••• W••••• A•••••••• L•• independent RIA | Chicago, Il · principal | 44 | 5 | 1 | +4 | 2.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Vero Beach, Fl | 44 | 2 | 1 | +1 | 2.3% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Clayton, Mo | 44 | 2 | 1 | +1 | 2.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bradenton, Fl | 44 | 1 | 1 | 0 | 2.3% | |||
| W•••• F•••• A••••••• wirehouse | Rolling Hills Estates, Ca | 43 | 0 | 1 | -1 | 2.3% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Henderson, Nv | 43 | 10 | 1 | +9 | 2.3% | |||
| L•• F•••••••• L•• BD affiliated | Clearwater, Fl | 43 | 5 | 1 | +4 | 2.3% | 1 | ||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Golden Valley, Mn | 43 | 6 | 1 | +5 | 2.3% | |||
| M••••• S•••••• wirehouse | Fort Myers, Fl | 43 | 2 | 1 | +1 | 2.3% | |||
| S••••• A••••••• W•••••• L•• independent RIA | Detroit, Mi · principal | 43 | 26 | 1 | +25 | 2.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Exton, Pa | 43 | 0 | 1 | -1 | 2.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Golden Valley, Mn | 43 | 3 | 1 | +2 | 2.3% | |||
| A••••• W••••• M••••••••• independent RIA | Fayetteville, Ar | 43 | 0 | 1 | -1 | 2.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Greenville, Sc | 43 | 5 | 1 | +4 | 2.3% | |||
| V•••••• A•••••••• I••• BD affiliated | Akron, Oh · principal | 43 | 4 | 1 | +3 | 2.3% | |||
| S•••••••• A••••••• L•• national BD | Mission Viejo, Ca | 43 | 7 | 1 | +6 | 2.3% | |||
| L•• F•••••••• L•• BD affiliated | Torrance, Ca | 43 | 0 | 1 | -1 | 2.3% | |||
| S••• W••••• L•• BD affiliated | Jacksonville, Fl | 43 | 16 | 1 | +15 | 2.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Boca Raton, Fl | 43 | 1 | 1 | 0 | 2.3% | |||
| L•• F•••••••• L•• BD affiliated | Reno, Nv | 43 | 4 | 1 | +3 | 2.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Scottsdale, Az | 43 | 15 | 1 | +14 | 2.3% | 2 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Glastonbury, Ct | 43 | 9 | 1 | +8 | 2.3% | |||
| S•••••••• A••••••• L•• national BD | Shrewsbury, Ma | 43 | 3 | 1 | +2 | 2.3% | |||
| W•••• F•••• A••••••• wirehouse | Chapel Hill, Nc | 43 | 2 | 1 | +1 | 2.3% | |||
| W••••••• S••••••••• I••• BD affiliated | Wheeling, Wv | 42 | 5 | 1 | +4 | 2.4% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Las Vegas, Nv | 42 | 3 | 1 | +2 | 2.4% | |||
| A••••••• I••••••••• A•••••••• L•• institutional | Needham, Ma · principal | 42 | 8 | 1 | +7 | 2.4% | |||
| T••••••••• L•• independent RIA | Buda, Tx · principal | 42 | 7 | 1 | +6 | 2.4% | |||
| S•••••••• A••••••• L•• national BD | Burlingame, Ca | 42 | 11 | 1 | +10 | 2.4% | |||
| S••••• C•••••• M••••••••• L•• independent RIA | Saint Louis, Mo · principal | 42 | 8 | 1 | +7 | 2.4% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | Sarasota, Fl | 42 | 7 | 1 | +6 | 2.4% |
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.