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 |
|---|---|---|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | San Mateo, Ca | 45 | 2 | 1 | +1 | 2.2% | 1 | ||
| MORGAN STANLEY wirehouse | Minneapolis, Mn | 45 | 5 | 1 | +4 | 2.2% | |||
| D.A. DAVIDSON & CO. BD affiliated | Great Falls, Mt · principal | 45 | 3 | 1 | +2 | 2.2% | |||
| S•••• R•••• • C••• I••• BD affiliated | Rochester, Ny · principal | 45 | 6 | 1 | +5 | 2.2% | |||
| W•••• F•••• A••••••• wirehouse | La Jolla, Ca | 45 | 3 | 1 | +2 | 2.2% | |||
| D•••••••• C•••••• M••••••••• L•• independent RIA | Evansville, In · principal | 45 | 9 | 1 | +8 | 2.2% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Vienna, Va | 45 | 2 | 1 | +1 | 2.2% | |||
| F••••••• W••••• A•••••••• L•• independent RIA | Chicago, Il · principal | 44 | 5 | 1 | +4 | 2.3% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Chicago, Il | 44 | 4 | 1 | +3 | 2.3% | |||
| E••••• J•••• national BD | Metairie, La | 44 | 1 | 1 | 0 | 2.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Sarasota, Fl | 44 | 2 | 1 | +1 | 2.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bradenton, Fl | 44 | 1 | 1 | 0 | 2.3% | |||
| 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% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Vero Beach, Fl | 44 | 2 | 1 | +1 | 2.3% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Glastonbury, Ct | 44 | 10 | 1 | +9 | 2.3% | |||
| T••••••• A•••• M••••••••• L•• independent RIA | San Antonio, Tx · principal | 44 | 12 | 1 | +11 | 2.3% | |||
| S••••• A••••••• W•••••• L•• independent RIA | Detroit, Mi · principal | 43 | 26 | 1 | +25 | 2.3% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Fairfield, Nj | 43 | 4 | 1 | +3 | 2.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Golden Valley, Mn | 43 | 3 | 1 | +2 | 2.3% | |||
| S•••••••• A••••••• L•• brokerage advisory | Eagle Mountain, Ut | 43 | 2 | 1 | +1 | 2.3% | |||
| L•• F•••••••• L•• BD affiliated | Reno, Nv | 43 | 4 | 1 | +3 | 2.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Williamsville, Ny | 43 | 1 | 1 | 0 | 2.3% | |||
| W•••• F•••• A••••••• wirehouse | Chapel Hill, Nc | 43 | 2 | 1 | +1 | 2.3% | |||
| R•• C•••••• M••••••• L•• national BD | Palm Beach Gardens, Fl | 43 | 8 | 1 | +7 | 2.3% | 2 | ||
| V•••••• A•••••••• I••• BD affiliated | Akron, Oh · principal | 43 | 4 | 1 | +3 | 2.3% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Henderson, Nv | 43 | 10 | 1 | +9 | 2.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Boca Raton, Fl | 43 | 1 | 1 | 0 | 2.3% | |||
| W•••• F•••• A••••••• wirehouse | Rolling Hills Estates, Ca | 43 | 0 | 1 | -1 | 2.3% | |||
| S•••••••• A••••••• L•• brokerage advisory | Shrewsbury, Ma | 43 | 3 | 1 | +2 | 2.3% | |||
| M••••• S•••••• wirehouse | Fort Myers, Fl | 43 | 2 | 1 | +1 | 2.3% | |||
| R•• C•••••• M••••••• L•• national BD | Annapolis, Md | 42 | 9 | 1 | +8 | 2.4% | 1 | ||
| C•••••• S••••• • C••• I••• brokerage advisory | Denver, Co | 42 | 7 | 1 | +6 | 2.4% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Roseville, Ca | 42 | 6 | 1 | +5 | 2.4% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Las Vegas, Nv | 42 | 3 | 1 | +2 | 2.4% | |||
| L•• E••••••••• L•• BD affiliated | Vienna, Va | 42 | 8 | 1 | +7 | 2.4% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Virginia Beach, Va | 42 | 8 | 1 | +7 | 2.4% | |||
| S•••••••• A••••••• L•• brokerage advisory | Plainview, Ny | 42 | 3 | 1 | +2 | 2.4% | |||
| R••••••••• P••• A•••••••• L•• mixed wealth | Chicago, Il · principal | 42 | 7 | 1 | +6 | 2.4% | |||
| L•• F•••••••• L•• BD affiliated | Minneapolis, Mn | 42 | 5 | 1 | +4 | 2.4% | |||
| L•• F•••••••• L•• BD affiliated | St Petersburg, Fl | 41 | 2 | 1 | +1 | 2.4% | 1 | ||
| M••• S••••• F•••••••• S••••••••• L•• independent RIA | Newtown, Pa · principal | 41 | 4 | 1 | +3 | 2.4% | |||
| J••• M••••• S••••••••• L•• wirehouse | Bellevue, Wa | 41 | 5 | 1 | +4 | 2.4% | |||
| M••••• S•••••• wirehouse | Rockville, Md | 41 | 3 | 1 | +2 | 2.4% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Dublin, Oh | 41 | 9 | 1 | +8 | 2.4% | |||
| W•••• F•••• A••••••• wirehouse | El Dorado Hills, Ca | 41 | 1 | 1 | 0 | 2.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Memphis, Tn | 41 | 2 | 1 | +1 | 2.4% | |||
| M••••• S•••••• wirehouse | Fort Worth, Tx | 41 | 2 | 1 | +1 | 2.4% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Bradenton, Fl | 41 | 10 | 1 | +9 | 2.4% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | San Antonio, Tx | 41 | 6 | 1 | +5 | 2.4% | |||
| L•• F•••••••• L•• BD affiliated | Cedar Rapids, Ia | 41 | 3 | 1 | +2 | 2.4% | |||
| M••••• S•••••• wirehouse | Torrance, Ca | 41 | 3 | 1 | +2 | 2.4% | |||
| G•••••• S•••• W••••• S•••••••• L••• BD affiliated | Troy, Mi | 41 | 9 | 1 | +8 | 2.4% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Houston, Tx | 41 | 4 | 1 | +3 | 2.4% | |||
| M••••• S•••••• wirehouse | Green Bay, Wi | 41 | 2 | 1 | +1 | 2.4% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Bedford, Nh | 41 | 6 | 1 | +5 | 2.4% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Mequon, Wi | 41 | 3 | 1 | +2 | 2.4% | |||
| C•••• C•••• T•••• C•••••• institutional | Bethesda, Md · principal | 41 | 4 | 1 | +3 | 2.4% | |||
| L•• F•••••••• L•• BD affiliated | Winston Salem, Nc | 41 | 3 | 1 | +2 | 2.4% | |||
| L•• F•••••••• L•• BD affiliated | Chandler, Az | 41 | 4 | 1 | +3 | 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.