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.
65,345 offices matchName search is part of RIA and Wealth Intelligence, so “EAGLE STRATEGIES 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 | Walnut Creek, Ca | 110 | 4 | 8 | -4 | 7.3% | 1 | ||
| MORGAN STANLEY wirehouse | Long Beach, Ca | 90 | 16 | 8 | +8 | 8.9% | 1 | ||
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC institutional | Newport Beach, Ca · principal | 89 | 7 | 8 | -1 | 9.0% | |||
| G••• L••• A•••••••• L•• independent RIA | Celebration, Fl · principal | 88 | 8 | 8 | 0 | 9.1% | 2 | ||
| W•••• F•••• A••••••• wirehouse | Sacramento, Ca | 88 | 5 | 8 | -3 | 9.1% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Boca Raton, Fl | 82 | 8 | 8 | 0 | 9.8% | 1 | ||
| V•••••• C•••••• M••••••••• I••• asset manager | San Antonio, Tx · principal | 80 | 6 | 8 | -2 | 10% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Sacramento, Ca | 75 | 12 | 8 | +4 | 11% | 1 | ||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Jacksonville, Fl | 70 | 22 | 8 | +14 | 11% | 1 | ||
| G••••••• W••••• M••••••••• BD affiliated | Arden Hills, Mn · principal | 64 | 8 | 8 | 0 | 13% | 1 | ||
| J••• H•••••• P••••••• F•••••••• S•••••••• L•• BD affiliated | Boston, Ma · principal | 63 | 10 | 8 | +2 | 13% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Independence, Oh | 55 | 16 | 8 | +8 | 15% | 1 | ||
| P•••••••• A•••••• S••••••• BD affiliated | Charlotte, Nc | 55 | 18 | 8 | +10 | 15% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Rochester, Ny | 55 | 3 | 8 | -5 | 15% | 3 | ||
| E•••••••• A•••••••• L•• national BD | Houston, Tx | 47 | 9 | 8 | +1 | 17% | |||
| E•••••• F•••••••• P••••••• A•• W••••• M••••••••• independent RIA | St Petersburg, Fl | 45 | 18 | 8 | +10 | 18% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Secaucus, Nj | 40 | 11 | 8 | +3 | 20% | |||
| E•••••••• A•••••••• L•• national BD | Raleigh, Nc | 39 | 8 | 8 | 0 | 21% | |||
| O••••• I••••••••• A••••••• L•• independent RIA | Sarasota, Fl | 33 | 3 | 8 | -5 | 24% | |||
| R••••••••• P••••••• O• A•••••• independent RIA | Plano, Tx · principal | 33 | 2 | 8 | -6 | 24% | 2 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Houston, Tx | 31 | 1 | 8 | -7 | 26% | 2 | ||
| E••••• J•••• national BD | Tucson, Az | 31 | 1 | 8 | -7 | 26% | 2 | ||
| O•••• W•••••• I••• BD affiliated | St Louis, Mo | 21 | 0 | 8 | -8 | 38% | 1 | 3 | |
| K••••• F•••••••• independent RIA | Boston, Ma · principal | 20 | 8 | 8 | 0 | 40% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Arlington, Tx | 13 | 1 | 8 | -7 | 62% | 1 | ||
| N•••••• I••• independent RIA | Minneapolis, Mn · principal | 12 | 0 | 8 | -8 | 67% | |||
| C••••••••• F•••••••• N•••••• national BD | Columbia, Md | 11 | 1 | 8 | -7 | 73% | 1 | ||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Baton Rouge, La | 9 | 0 | 8 | -8 | 89% | 1 | ||
| O••••• W••••• G••••• L•• independent RIA | Orlando, Fl · principal | 7 | 2 | 8 | -6 | 114% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Tyler, Tx | 3 | 0 | 8 | -8 | 267% | 1 | ||
| C••••• P••••••• L•• independent RIA | New York, Ny · principal | 737 | 219 | 7 | +212 | 0.9% | |||
| J••• M••••• S••••••••• L•• wirehouse | Columbus, Oh | 626 | 101 | 7 | +94 | 1.1% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Charlotte, Nc | 432 | 90 | 7 | +83 | 1.6% | 3 | ||
| W•••• F•••• A••••••• wirehouse | Minneapolis, Mn | 409 | 51 | 7 | +44 | 1.7% | |||
| F•••• P••••••• W•••••• L•• independent RIA | St Louis, Mo | 351 | 26 | 7 | +19 | 2.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | San Francisco, Ca | 296 | 29 | 7 | +22 | 2.4% | 1 | 1 | |
| P••••••••• S••••••••• C••••••••• independent RIA | Carpinteria, Ca · principal | 289 | 34 | 7 | +27 | 2.4% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | San Francisco, Ca | 273 | 32 | 7 | +25 | 2.6% | |||
| S••••• W••••• A•••••••• I••• no RAUM | Lone Tree, Co | 259 | 59 | 7 | +52 | 2.7% | 1 | ||
| W•••• F•••• A••••••• wirehouse | San Diego, Ca | 219 | 18 | 7 | +11 | 3.2% | 4 | 1 | |
| F•••••••• S••••••••• C•••• no RAUM | Pittsburgh, Pa · principal | 210 | 14 | 7 | +7 | 3.3% | |||
| P••• A••••• S••••••••• L•• BD affiliated | New York, Ny · principal | 210 | 21 | 7 | +14 | 3.3% | |||
| O•••• P•••••••• S••••••••• L•• BD affiliated | Omaha, Ne · principal | 199 | 41 | 7 | +34 | 3.5% | |||
| G•••••• S•••• W••••• S•••••••• L••• BD affiliated | Newport Beach, Ca | 166 | 33 | 7 | +26 | 4.2% | 1 | ||
| H• W••••• independent RIA | Atlanta, Ga · principal | 157 | 46 | 7 | +39 | 4.5% | 1 | ||
| M••••• S•••••• wirehouse | Cincinnati, Oh | 153 | 9 | 7 | +2 | 4.6% | 1 | ||
| W•••• F•••• A••••••• wirehouse | San Jose, Ca | 145 | 17 | 7 | +10 | 4.8% | 2 | 1 | |
| A••••••••• F•••••••• S•••••••• L•• national BD | New York, Ny | 132 | 16 | 7 | +9 | 5.3% | 2 | 1 | |
| J••• M••••• S••••••••• L•• wirehouse | Denver, Co | 124 | 30 | 7 | +23 | 5.6% | |||
| S•••• I••••• S••••••••• L•• independent RIA | Fort Lauderdale, Fl · principal | 122 | 28 | 7 | +21 | 5.7% | |||
| A••••••••• L••• other | New York, Ny | 113 | 14 | 7 | +7 | 6.2% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Purchase, Ny | 109 | 14 | 7 | +7 | 6.4% | |||
| V•••• F•••••••• A•••••••• L•• independent RIA | Carmel, In · principal | 108 | 12 | 7 | +5 | 6.5% | |||
| I••••••••• F•••••••• G••••• L•• BD affiliated | San Diego, Ca · principal | 105 | 22 | 7 | +15 | 6.7% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Las Vegas, Nv | 103 | 13 | 7 | +6 | 6.8% | 1 | 1 | |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Nashville, Tn | 94 | 13 | 7 | +6 | 7.4% | 1 | ||
| M••••• S•••••• wirehouse | Bethesda, Md | 93 | 8 | 7 | +1 | 7.5% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Newport Beach, Ca | 93 | 10 | 7 | +3 | 7.5% | |||
| C•••••• S••••• • C••• I••• national BD | St Louis, Mo | 91 | 24 | 7 | +17 | 7.7% | 1 | ||
| L•• E••••••••• L•• BD affiliated | St Louis Park, Mn | 90 | 15 | 7 | +8 | 7.8% |
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.