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 “EAGLE STRATEGIES LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL CLIENT GROUP, INC. no RAUM | New York, Ny | 39 | 8 | 1 | +7 | 2.6% | |||
| COPPER FINANCIAL independent RIA | Lenexa, Ks · principal | 39 | 4 | 1 | +3 | 2.6% | |||
| LPL FINANCIAL LLC BD affiliated | Anaheim, Ca | 38 | 2 | 1 | +1 | 2.6% | 1 | ||
| C••••••• S••••••••• I••• BD affiliated | West Palm Beach, Fl | 38 | 15 | 1 | +14 | 2.6% | |||
| C•••••• S••••• • C••• I••• national BD | Plano, Tx | 38 | 4 | 1 | +3 | 2.6% | |||
| S•••••••• A••••••• L•• national BD | Keller, Tx | 38 | 7 | 1 | +6 | 2.6% | |||
| O•••• W•••••• I••• BD affiliated | Dallas, Tx | 38 | 0 | 1 | -1 | 2.6% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Evansville, In | 38 | 3 | 1 | +2 | 2.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Doylestown, Pa | 38 | 0 | 1 | -1 | 2.6% | |||
| L•• F•••••••• L•• BD affiliated | Springfield, Mo | 38 | 3 | 1 | +2 | 2.6% | |||
| J••• M••••• S••••••••• L•• wirehouse | Wheaton, Il | 38 | 3 | 1 | +2 | 2.6% | 1 | ||
| M••••• S•••••• wirehouse | Baton Rouge, La | 38 | 0 | 1 | -1 | 2.6% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Boston, Ma | 38 | 1 | 1 | 0 | 2.6% | |||
| K•• F••••••••• I••• independent RIA | Green Bay, Wi · principal | 38 | 8 | 1 | +7 | 2.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Shreveport, La | 38 | 2 | 1 | +1 | 2.6% | |||
| M••••• S•••••• wirehouse | Pensacola, Fl | 38 | 5 | 1 | +4 | 2.6% | |||
| W•••• F•••• A••••••• wirehouse | Overland Park, Ks | 38 | 5 | 1 | +4 | 2.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Eden Prairie, Mn | 38 | 6 | 1 | +5 | 2.6% | 1 | 1 | |
| G•• S••••••••• I••• BD affiliated | Bridgewater, Nj | 38 | 3 | 1 | +2 | 2.6% | |||
| K••••• W•••••• L•• independent RIA | Williamsport, Pa · principal | 37 | 31 | 1 | +30 | 2.7% | |||
| E•• F•••••••• A••••••• independent RIA | Hauppauge, Ny | 37 | 8 | 1 | +7 | 2.7% | |||
| S•••••••• A••••••• L•• national BD | West Jordan, Ut | 37 | 2 | 1 | +1 | 2.7% | |||
| L•• F•••••••• L•• BD affiliated | Livonia, Mi | 37 | 2 | 1 | +1 | 2.7% | |||
| M••••• S•••••• wirehouse | San Rafael, Ca | 37 | 2 | 1 | +1 | 2.7% | |||
| T••••••••• W••••• M••••••••• independent RIA | Carmel By The Sea, Ca · principal | 37 | 14 | 1 | +13 | 2.7% | |||
| W•••• F•••• A••••••• wirehouse | Annapolis, Md | 37 | 2 | 1 | +1 | 2.7% | |||
| O•••• W•••••• I••• BD affiliated | Oklahoma City, Ok | 37 | 1 | 1 | 0 | 2.7% | |||
| J••• M••••• S••••••••• L•• wirehouse | Rochester, Ny | 37 | 5 | 1 | +4 | 2.7% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Charlotte, Nc | 37 | 5 | 1 | +4 | 2.7% | |||
| W•••• F•••• A••••••• wirehouse | Palm Beach Gardens, Fl | 37 | 3 | 1 | +2 | 2.7% | 1 | ||
| M••••• S•••••• wirehouse | West Hartford, Ct | 36 | 3 | 1 | +2 | 2.8% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Houston, Tx | 36 | 2 | 1 | +1 | 2.8% | |||
| T•• W••••• P••••••• independent RIA | Maumee, Oh · principal | 36 | 6 | 1 | +5 | 2.8% | |||
| C••••••• institutional | Tampa, Fl | 36 | 16 | 1 | +15 | 2.8% | 2 | ||
| L•• F•••••••• L•• BD affiliated | West Hartford, Ct | 36 | 2 | 1 | +1 | 2.8% | |||
| L•• F•••••••• L•• BD affiliated | Fort Wayne, In | 36 | 3 | 1 | +2 | 2.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Greensboro, Nc | 36 | 2 | 1 | +1 | 2.8% | |||
| C•••••• S••••• • C••• I••• national BD | Bethesda, Md | 36 | 1 | 1 | 0 | 2.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Greenwood Village, Co | 36 | 4 | 1 | +3 | 2.8% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Wichita, Ks | 36 | 4 | 1 | +3 | 2.8% | |||
| L•• F•••••••• L•• BD affiliated | Santa Ana, Ca | 36 | 4 | 1 | +3 | 2.8% | |||
| M••••• S•••••• wirehouse | Santa Barbara, Ca | 36 | 4 | 1 | +3 | 2.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Alexandria, Va | 36 | 1 | 1 | 0 | 2.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Ontario, Ca | 36 | 3 | 1 | +2 | 2.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Baton Rouge, La | 36 | 2 | 1 | +1 | 2.8% | |||
| C•••••• W••••• M••••••••• L•• independent RIA | Naperville, Il · principal | 36 | 6 | 1 | +5 | 2.8% | |||
| M••••• S•••••• wirehouse | Beavercreek, Oh | 36 | 4 | 1 | +3 | 2.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Tulsa, Ok | 36 | 3 | 1 | +2 | 2.8% | |||
| R••••••• W••••• M••••••••• independent RIA | New York, Ny · principal | 36 | 4 | 1 | +3 | 2.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Saint Paul, Mn | 36 | 4 | 1 | +3 | 2.8% | |||
| L•• F•••••••• L•• BD affiliated | Eugene, Or | 36 | 3 | 1 | +2 | 2.8% | |||
| O••••••••• • C•• I••• BD affiliated | Washington, Dc | 35 | 4 | 1 | +3 | 2.9% | |||
| L•• F•••••••• L•• BD affiliated | Tallahassee, Fl | 35 | 9 | 1 | +8 | 2.9% | |||
| U•• F•••••••• S••••••• I••• wirehouse | San Antonio, Tx | 35 | 4 | 1 | +3 | 2.9% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Ft Lauderdale, Fl | 35 | 5 | 1 | +4 | 2.9% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Sewickley, Pa | 35 | 2 | 1 | +1 | 2.9% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Clearwater, Fl | 35 | 2 | 1 | +1 | 2.9% | |||
| S•••••••• A••••••• L•• national BD | Marlton, Nj | 35 | 2 | 1 | +1 | 2.9% | |||
| E••••• J•••• national BD | Huntsville, Al | 35 | 7 | 1 | +6 | 2.9% | |||
| S••••• W••••• A•••••••• I••• no RAUM | Atlanta, Ga | 35 | 8 | 1 | +7 | 2.9% | 1 |
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.