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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS wirehouse | Greenwich, Ct | 37 | 8 | 1 | +7 | 2.7% | 1 | ||
| MORGAN STANLEY wirehouse | San Rafael, Ca | 37 | 2 | 1 | +1 | 2.7% | |||
| STRATEGIC ADVISERS LLC brokerage advisory | Greenville, De | 37 | 6 | 1 | +5 | 2.7% | |||
| W•••• F•••• A••••••• wirehouse | Palm Beach Gardens, Fl | 37 | 3 | 1 | +2 | 2.7% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Livonia, Mi | 37 | 2 | 1 | +1 | 2.7% | |||
| L•• F•••••••• L•• BD affiliated | Chesterfield, Mo | 37 | 5 | 1 | +4 | 2.7% | |||
| W•••• F•••• A••••••• wirehouse | Annapolis, Md | 37 | 2 | 1 | +1 | 2.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lake Oswego, Or | 37 | 4 | 1 | +3 | 2.7% | |||
| O•••• W•••••• I••• BD affiliated | Oklahoma City, Ok | 37 | 1 | 1 | 0 | 2.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Shreveport, La | 37 | 2 | 1 | +1 | 2.7% | |||
| E••••• J•••• national BD | Baton Rouge, La | 37 | 1 | 1 | 0 | 2.7% | |||
| M••••• S•••••• wirehouse | Santa Barbara, Ca | 36 | 4 | 1 | +3 | 2.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Greensboro, Nc | 36 | 2 | 1 | +1 | 2.8% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Houston, Tx | 36 | 2 | 1 | +1 | 2.8% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Ontario, Ca | 36 | 3 | 1 | +2 | 2.8% | |||
| M••••• S•••••• wirehouse | Beavercreek, Oh | 36 | 4 | 1 | +3 | 2.8% | |||
| C••••••• institutional | Tampa, Fl | 36 | 16 | 1 | +15 | 2.8% | 2 | ||
| T•• W••••• P••••••• independent RIA | Maumee, Oh · principal | 36 | 6 | 1 | +5 | 2.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Metairie, La | 36 | 2 | 1 | +1 | 2.8% | |||
| L•• F•••••••• L•• BD affiliated | Eugene, Or | 36 | 3 | 1 | +2 | 2.8% | |||
| L•• F•••••••• L•• BD affiliated | Williamsburg, Va | 36 | 3 | 1 | +2 | 2.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Greenwood Village, Co | 36 | 4 | 1 | +3 | 2.8% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Bethesda, Md | 36 | 1 | 1 | 0 | 2.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Baton Rouge, La | 36 | 2 | 1 | +1 | 2.8% | |||
| S•••••••• A••••••• L•• brokerage advisory | Portsmouth, Nh | 36 | 1 | 1 | 0 | 2.8% | |||
| S•••••••• A••••••• L•• brokerage advisory | Woodland Hills, Ca | 36 | 3 | 1 | +2 | 2.8% | |||
| S•••••••• A••••••• L•• brokerage advisory | Larkspur, Ca | 36 | 2 | 1 | +1 | 2.8% | |||
| R••••••• W••••• M••••••••• independent RIA | New York, Ny · principal | 36 | 4 | 1 | +3 | 2.8% | |||
| M••••• S•••••• wirehouse | West Hartford, Ct | 36 | 3 | 1 | +2 | 2.8% | |||
| L•• F•••••••• L•• BD affiliated | Fort Wayne, In | 36 | 3 | 1 | +2 | 2.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Tulsa, Ok | 36 | 3 | 1 | +2 | 2.8% | |||
| S•••• Q•••• A•••••••• L•• independent RIA | Morristown, Nj · principal | 36 | 7 | 1 | +6 | 2.8% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Wichita, Ks | 36 | 4 | 1 | +3 | 2.8% | |||
| S••••• W••••• A•••••••• I••• brokerage advisory | Atlanta, Ga | 35 | 8 | 1 | +7 | 2.9% | 1 | ||
| R•• C•••••• M••••••• L•• national BD | Los Angeles, Ca | 35 | 7 | 1 | +6 | 2.9% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Greenwich, Ct | 35 | 3 | 1 | +2 | 2.9% | |||
| O••••••••• • C•• I••• BD affiliated | Washington, Dc | 35 | 4 | 1 | +3 | 2.9% | |||
| L•• F•••••••• L•• BD affiliated | Glen Allen, Va | 35 | 6 | 1 | +5 | 2.9% | |||
| S•••••••• A••••••• L•• brokerage advisory | Marlton, Nj | 35 | 2 | 1 | +1 | 2.9% | |||
| M••••• S•••••• wirehouse | Orinda, Ca | 35 | 3 | 1 | +2 | 2.9% | |||
| C•••••••• A••••••• independent RIA | Boston, Ma · principal | 35 | 6 | 1 | +5 | 2.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | West Palm Beach, Fl | 35 | 2 | 1 | +1 | 2.9% | |||
| E••••• J•••• national BD | Huntsville, Al | 35 | 7 | 1 | +6 | 2.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Sewickley, Pa | 35 | 2 | 1 | +1 | 2.9% | |||
| T• P•••••• C••••• W••••• L•• bank affiliated | Sarasota, Fl | 35 | 3 | 1 | +2 | 2.9% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Clearwater, Fl | 35 | 2 | 1 | +1 | 2.9% | |||
| O•••• W•••••• I••• BD affiliated | Cincinnati, Oh | 35 | 0 | 1 | -1 | 2.9% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Powell, Oh | 34 | 5 | 1 | +4 | 2.9% | |||
| U•• F•••••••• S••••••• I••• wirehouse | St Petersburg, Fl | 34 | 0 | 1 | -1 | 2.9% | |||
| M•• S••••••••• L•• no RAUM | San Diego, Ca | 34 | 13 | 1 | +12 | 2.9% | |||
| M••••• S•••••• wirehouse | Charleston, Wv | 34 | 5 | 1 | +4 | 2.9% | |||
| E•••••••• A•••••••• L•• BD affiliated | Saddle Brook, Nj | 34 | 5 | 1 | +4 | 2.9% | |||
| S••• W••••• L•• brokerage advisory | Cottonwood Heights, Ut | 34 | 11 | 1 | +10 | 2.9% | |||
| E•••••• E••••• L•• BD affiliated | Irvine, Ca | 34 | 4 | 1 | +3 | 2.9% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Seattle, Wa | 34 | 8 | 1 | +7 | 2.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | New Canaan, Ct | 34 | 2 | 1 | +1 | 2.9% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Cleveland, Oh | 34 | 1 | 1 | 0 | 2.9% | |||
| L•• F•••••••• L•• BD affiliated | Columbia, Md | 34 | 1 | 1 | 0 | 2.9% | |||
| L•••••• I••••••••• BD affiliated | Lutz, Fl | 34 | 3 | 1 | +2 | 2.9% | |||
| O•••• W•••••• I••• BD affiliated | Amherst, Ny | 34 | 4 | 1 | +3 | 2.9% |
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.