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 “MARINER” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| WESBANCO SECURITIES, INC. BD affiliated | Wheeling, Wv | 42 | 5 | 1 | +4 | 2.4% | |||
| LPL FINANCIAL LLC BD affiliated | Minneapolis, Mn | 42 | 5 | 1 | +4 | 2.4% | 1 | ||
| TRANSCE3ND LLC independent RIA | Buda, Tx · principal | 42 | 7 | 1 | +6 | 2.4% | |||
| S•••••••• A••••••• L•• national BD | Burlingame, Ca | 42 | 11 | 1 | +10 | 2.4% | |||
| L•• F•••••••• L•• BD affiliated | St Petersburg, Fl | 41 | 2 | 1 | +1 | 2.4% | 1 | ||
| C• W••••• M••••••••• L•• independent RIA | Schaumburg, Il · principal | 41 | 0 | 1 | -1 | 2.4% | |||
| S•••••••• A••••••• L•• national BD | Oak Brook, Il | 41 | 2 | 1 | +1 | 2.4% | |||
| E••••• J•••• national BD | Plano, Tx | 41 | 6 | 1 | +5 | 2.4% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Mequon, Wi | 41 | 3 | 1 | +2 | 2.4% | |||
| C•••••• S••••• • C••• I••• national BD | Denver, Co | 41 | 7 | 1 | +6 | 2.4% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Dublin, Oh | 41 | 9 | 1 | +8 | 2.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Memphis, Tn | 41 | 2 | 1 | +1 | 2.4% | |||
| C•••• C•••• T•••• C•••••• mixed wealth | Bethesda, Md · principal | 41 | 4 | 1 | +3 | 2.4% | |||
| W•••• F•••• A••••••• wirehouse | El Dorado Hills, Ca | 41 | 1 | 1 | 0 | 2.4% | |||
| M••••• S•••••• wirehouse | Torrance, Ca | 41 | 3 | 1 | +2 | 2.4% | |||
| M••••• S•••••• wirehouse | Fort Worth, Tx | 41 | 2 | 1 | +1 | 2.4% | 1 | ||
| 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% | |||
| L•• F•••••••• L•• BD affiliated | Winston Salem, Nc | 41 | 3 | 1 | +2 | 2.4% | |||
| W•••• F•••• A••••••• wirehouse | Greensboro, Nc | 41 | 4 | 1 | +3 | 2.4% | |||
| M••••• S•••••• wirehouse | Rockville, Md | 41 | 3 | 1 | +2 | 2.4% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Houston, Tx | 41 | 5 | 1 | +4 | 2.4% | |||
| 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% | |||
| F•••••••• G•••••• F••••• O••••• S•••••••• L•• independent RIA | Lakeway, Tx · principal | 40 | 0 | 1 | -1 | 2.5% | |||
| P••••••• independent RIA | Conshohocken, Pa · principal | 40 | 8 | 1 | +7 | 2.5% | |||
| R•• C•••••• M••••••• L•• national BD | Stillwater, Mn | 40 | 2 | 1 | +1 | 2.5% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Bozeman, Mt | 40 | 11 | 1 | +10 | 2.5% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Southlake, Tx | 40 | 3 | 1 | +2 | 2.5% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Voorhees, Nj | 40 | 0 | 1 | -1 | 2.5% | |||
| G•• S••••••••• I••• BD affiliated | Pasadena, Ca | 40 | 6 | 1 | +5 | 2.5% | |||
| O•••• W•••••• I••• BD affiliated | Sacramento, Ca | 40 | 3 | 1 | +2 | 2.5% | |||
| E•• F•••••••• A••••••• independent RIA | Red Bank, Nj | 40 | 3 | 1 | +2 | 2.5% | |||
| B••••••• I••• independent RIA | Foster City, Ca · principal | 40 | 1 | 1 | 0 | 2.5% | |||
| C•••••• S••••• • C••• I••• national BD | Tampa, Fl | 40 | 3 | 1 | +2 | 2.5% | |||
| W•••• F•••• A••••••• wirehouse | Davidson, Nc | 40 | 2 | 1 | +1 | 2.5% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Pasadena, Ca | 40 | 2 | 1 | +1 | 2.5% | 1 | ||
| G•••••• S•••• W••••• S•••••••• L••• BD affiliated | Troy, Mi | 40 | 8 | 1 | +7 | 2.5% | |||
| T•• I••••••••• M••••••••• C•••••• L•• asset manager | Los Angeles, Ca · principal | 40 | 6 | 1 | +5 | 2.5% | |||
| L•• F•••••••• L•• BD affiliated | Napa, Ca | 40 | 9 | 1 | +8 | 2.5% | 1 | ||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Bellevue, Wa | 40 | 12 | 1 | +11 | 2.5% | |||
| T••••••••• I••• independent RIA | Cincinnati, Oh · principal | 40 | 3 | 1 | +2 | 2.5% | |||
| L•• F•••••••• L•• BD affiliated | Bradenton, Fl | 40 | 6 | 1 | +5 | 2.5% | |||
| L•• F•••••••• L•• BD affiliated | Southfield, Mi | 39 | 6 | 1 | +5 | 2.6% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bala Cynwyd, Pa | 39 | 4 | 1 | +3 | 2.6% | |||
| J••• M••••• S••••••••• L•• wirehouse | Portland, Or | 39 | 5 | 1 | +4 | 2.6% | |||
| E••••• J•••• national BD | Lubbock, Tx | 39 | 3 | 1 | +2 | 2.6% | |||
| M••••• S•••••• wirehouse | Chapel Hill, Nc | 39 | 1 | 1 | 0 | 2.6% | |||
| C••••• F•••••••• independent RIA | Lenexa, Ks · principal | 39 | 4 | 1 | +3 | 2.6% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Plymouth, Mn | 39 | 8 | 1 | +7 | 2.6% | |||
| R•• C•••••• M••••••• L•• national BD | Conshohocken, Pa | 39 | 4 | 1 | +3 | 2.6% | |||
| M••••• S•••••• wirehouse | Alexandria, Va | 39 | 1 | 1 | 0 | 2.6% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Charlotte, Nc | 39 | 11 | 1 | +10 | 2.6% | 2 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Austin, Tx | 39 | 11 | 1 | +10 | 2.6% | |||
| S•••••• A••••••••• L••• independent RIA | New York, Ny · principal | 39 | 7 | 1 | +6 | 2.6% | |||
| W•••• F•••• A••••••• wirehouse | Irvine, Ca | 39 | 5 | 1 | +4 | 2.6% | 1 | ||
| S•••••••• W•••••• L•• independent RIA | Los Angeles, Ca · principal | 39 | 11 | 1 | +10 | 2.6% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Atlanta, Ga | 39 | 10 | 1 | +9 | 2.6% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Norfolk, Va | 39 | 1 | 1 | 0 | 2.6% | 1 | ||
| S•••••••• A••••••• L•• national BD | Bethesda, Md | 39 | 2 | 1 | +1 | 2.6% |
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.