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 |
|---|---|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC BD affiliated | Chandler, Az | 41 | 4 | 1 | +3 | 2.4% | |||
| FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC independent RIA | Lakeway, Tx · principal | 40 | 0 | 1 | -1 | 2.5% | |||
| WELLS FARGO ADVISORS BD affiliated | Bozeman, Mt | 40 | 11 | 1 | +10 | 2.5% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Tampa, Fl | 40 | 3 | 1 | +2 | 2.5% | |||
| L•• F•••••••• L•• BD affiliated | Boulder, Co | 40 | 5 | 1 | +4 | 2.5% | 1 | ||
| C•••••••• A•••••••• L•• independent RIA | Eagle, Id · principal | 40 | 6 | 1 | +5 | 2.5% | |||
| E••••• J•••• national BD | Chicago, Il | 40 | 9 | 1 | +8 | 2.5% | |||
| O•••• W•••••• I••• BD affiliated | Sacramento, Ca | 40 | 3 | 1 | +2 | 2.5% | |||
| E•• F•••••••• A••••••• BD affiliated | Red Bank, Nj | 40 | 3 | 1 | +2 | 2.5% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Southlake, Tx | 40 | 3 | 1 | +2 | 2.5% | |||
| P••••••• independent RIA | Conshohocken, Pa · principal | 40 | 8 | 1 | +7 | 2.5% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Bellevue, Wa | 40 | 12 | 1 | +11 | 2.5% | |||
| B••••••• I••• independent RIA | Foster City, Ca · principal | 40 | 1 | 1 | 0 | 2.5% | |||
| G•• S••••••••• I••• BD affiliated | Pasadena, Ca | 40 | 6 | 1 | +5 | 2.5% | |||
| T•• I••••••••• M••••••••• C•••••• L•• asset manager | Los Angeles, Ca · principal | 40 | 6 | 1 | +5 | 2.5% | |||
| S•••••••• A••••••• L•• brokerage advisory | Berkeley, Ca | 40 | 5 | 1 | +4 | 2.5% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Voorhees, Nj | 40 | 0 | 1 | -1 | 2.5% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Pasadena, Ca | 40 | 2 | 1 | +1 | 2.5% | 1 | ||
| T••••••••• I••• independent RIA | Cincinnati, Oh · principal | 40 | 3 | 1 | +2 | 2.5% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Uniondale, Ny | 39 | 4 | 1 | +3 | 2.6% | |||
| C•••••• C••••• G••••• I••• no RAUM | New York, Ny | 39 | 8 | 1 | +7 | 2.6% | |||
| C•••••• independent RIA | Houston, Tx | 39 | 5 | 1 | +4 | 2.6% | |||
| S•••••• A••••••••• L••• independent RIA | New York, Ny · principal | 39 | 7 | 1 | +6 | 2.6% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Plymouth, Mn | 39 | 8 | 1 | +7 | 2.6% | |||
| S•••••••• W•••••• L•• independent RIA | Los Angeles, Ca · principal | 39 | 11 | 1 | +10 | 2.6% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Austin, Tx | 39 | 11 | 1 | +10 | 2.6% | |||
| W•••• F•••• A••••••• BD affiliated | Irvine, Ca | 39 | 5 | 1 | +4 | 2.6% | 2 | ||
| L•• F•••••••• L•• BD affiliated | York, Pa | 39 | 7 | 1 | +6 | 2.6% | |||
| R•• C•••••• M••••••• L•• national BD | Conshohocken, Pa | 39 | 4 | 1 | +3 | 2.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bala Cynwyd, Pa | 39 | 4 | 1 | +3 | 2.6% | |||
| M••••• S•••••• wirehouse | Alexandria, Va | 39 | 1 | 1 | 0 | 2.6% | |||
| M••••• S•••••• wirehouse | Chapel Hill, Nc | 39 | 1 | 1 | 0 | 2.6% | |||
| M••••• O• O•••• I••••••• S•••••••• I••• BD affiliated | Phoenix, Az | 39 | 8 | 1 | +7 | 2.6% | |||
| L•• F•••••••• L•• BD affiliated | Southfield, Mi | 39 | 6 | 1 | +5 | 2.6% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Portland, Or | 39 | 5 | 1 | +4 | 2.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Spokane, Wa | 39 | 2 | 1 | +1 | 2.6% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Charlotte, Nc | 39 | 11 | 1 | +10 | 2.6% | 2 | ||
| L•• F•••••••• L•• BD affiliated | Toledo, Oh | 39 | 4 | 1 | +3 | 2.6% | |||
| V••• F•••••••• A•••••••• I••• BD affiliated | Redlands, Ca | 39 | 3 | 1 | +2 | 2.6% | |||
| E••••• J•••• national BD | Lubbock, Tx | 39 | 3 | 1 | +2 | 2.6% | |||
| K•• F••••••••• I••• BD affiliated | Green Bay, Wi · principal | 38 | 8 | 1 | +7 | 2.6% | |||
| O•••• W•••••• I••• BD affiliated | Dallas, Tx | 38 | 0 | 1 | -1 | 2.6% | |||
| J••• M••••• S••••••••• L•• wirehouse | Wheaton, Il | 38 | 3 | 1 | +2 | 2.6% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Doylestown, Pa | 38 | 0 | 1 | -1 | 2.6% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Plano, Tx | 38 | 4 | 1 | +3 | 2.6% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Evansville, In | 38 | 3 | 1 | +2 | 2.6% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Boston, Ma | 38 | 1 | 1 | 0 | 2.6% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Scottsdale, Az | 38 | 2 | 1 | +1 | 2.6% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Philadelphia, Pa | 38 | 7 | 1 | +6 | 2.6% | |||
| G•• S••••••••• I••• BD affiliated | Bridgewater, Nj | 38 | 3 | 1 | +2 | 2.6% | |||
| H••••• W••••• independent RIA | Orlando, Fl · principal | 38 | 9 | 1 | +8 | 2.6% | |||
| M••••• S•••••• wirehouse | Baton Rouge, La | 38 | 0 | 1 | -1 | 2.6% | |||
| W•••• F•••• A••••••• wirehouse | Overland Park, Ks | 38 | 5 | 1 | +4 | 2.6% | |||
| L•• F•••••••• L•• BD affiliated | Springfield, Mo | 38 | 3 | 1 | +2 | 2.6% | |||
| M••••• S•••••• wirehouse | Pensacola, Fl | 38 | 5 | 1 | +4 | 2.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Eden Prairie, Mn | 38 | 6 | 1 | +5 | 2.6% | 1 | ||
| K••••• W•••••• L•• independent RIA | Williamsport, Pa · principal | 38 | 32 | 1 | +31 | 2.6% | |||
| S•••••••• A••••••• L•• brokerage advisory | West Jordan, Ut | 37 | 2 | 1 | +1 | 2.7% | |||
| E••••• J•••• national BD | Baton Rouge, La | 37 | 1 | 1 | 0 | 2.7% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Charlotte, Nc | 37 | 5 | 1 | +4 | 2.7% |
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.