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 |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY wirehouse | Hartford, Ct | 34 | 5 | 1 | +4 | 2.9% | |||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | New Canaan, Ct | 34 | 2 | 1 | +1 | 2.9% | |||
| WELLS FARGO ADVISORS wirehouse | Boulder, Co | 34 | 2 | 1 | +1 | 2.9% | 1 | ||
| M•• S••••••••• L•• no RAUM | San Diego, Ca | 34 | 13 | 1 | +12 | 2.9% | |||
| E•••••• E••••• L•• BD affiliated | Irvine, Ca | 34 | 4 | 1 | +3 | 2.9% | |||
| H•••••••• A•••••••• L•• BD affiliated | Los Angeles, Ca | 34 | 2 | 1 | +1 | 2.9% | |||
| S••• W••••• L•• brokerage advisory | Cottonwood Heights, Ut | 34 | 11 | 1 | +10 | 2.9% | |||
| M••••• S•••••• wirehouse | Charleston, Wv | 34 | 5 | 1 | +4 | 2.9% | |||
| U•• F•••••••• S••••••• I••• wirehouse | St Petersburg, Fl | 34 | 0 | 1 | -1 | 2.9% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Atlanta, Ga | 33 | 6 | 1 | +5 | 3.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Wayne, Nj | 33 | 4 | 1 | +3 | 3.0% | |||
| A••••• T••••• S••••••••• L•• BD affiliated | Rochester, Ny · principal | 33 | 8 | 1 | +7 | 3.0% | |||
| L•• F•••••••• L•• BD affiliated | Henderson, Nv | 33 | 3 | 1 | +2 | 3.0% | |||
| C••••••• institutional | Charlotte, Nc | 33 | 8 | 1 | +7 | 3.0% | |||
| L•• E••••••••• L•• BD affiliated | North Bethesda, Md | 33 | 8 | 1 | +7 | 3.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Seal Beach, Ca | 33 | 5 | 1 | +4 | 3.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Westlake Village, Ca | 33 | 0 | 1 | -1 | 3.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Portage, Mi | 33 | 3 | 1 | +2 | 3.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Naples, Fl | 33 | 2 | 1 | +1 | 3.0% | |||
| T•• P•••••• F•••••••• G••••• L•• independent RIA | Walpole, Ma · principal | 33 | 3 | 1 | +2 | 3.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | El Segundo, Ca | 33 | 4 | 1 | +3 | 3.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Glen Allen, Va | 33 | 2 | 1 | +1 | 3.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Norfolk, Va | 33 | 1 | 1 | 0 | 3.0% | |||
| O•••• W•••••• I••• BD affiliated | Bellevue, Wa | 33 | 1 | 1 | 0 | 3.0% | |||
| L•• F•••••••• L•• BD affiliated | Meridian, Id | 33 | 7 | 1 | +6 | 3.0% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Manasquan, Nj | 33 | 2 | 1 | +1 | 3.0% | |||
| E••••• J•••• national BD | Naperville, Il | 33 | 1 | 1 | 0 | 3.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Westlake, Oh | 33 | 0 | 1 | -1 | 3.0% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Poughkeepsie, Ny | 33 | 0 | 1 | -1 | 3.0% | |||
| E••••• J•••• national BD | Madison, Wi | 33 | 2 | 1 | +1 | 3.0% | |||
| L•• F•••••••• L•• BD affiliated | Mesa, Az | 33 | 11 | 1 | +10 | 3.0% | 1 | ||
| B•• F•••••••• A••••••• bank affiliated | Plano, Tx | 33 | 5 | 1 | +4 | 3.0% | |||
| W•••• F•••• A••••••• wirehouse | Saint Paul, Mn | 32 | 2 | 1 | +1 | 3.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Evansville, In | 32 | 3 | 1 | +2 | 3.1% | 1 | ||
| S•••••••• A••••••• L•• brokerage advisory | Santa Monica, Ca | 32 | 7 | 1 | +6 | 3.1% | |||
| E•••• S••••••••• L•• BD affiliated | Frisco, Tx | 32 | 3 | 1 | +2 | 3.1% | |||
| E•• F•••••••• A••••••• BD affiliated | Media, Pa | 32 | 2 | 1 | +1 | 3.1% | |||
| C••••• F••••••••• I••••••••• A••••••• mixed wealth | New York, Ny · principal | 32 | 10 | 1 | +9 | 3.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Rockledge, Fl | 32 | 0 | 1 | -1 | 3.1% | |||
| F•••• T•••• S••••••••• I••• bank affiliated | Louisville, Ky | 32 | 3 | 1 | +2 | 3.1% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Rockville, Md | 32 | 5 | 1 | +4 | 3.1% | |||
| E••••• J•••• national BD | Columbia, Mo | 32 | 3 | 1 | +2 | 3.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Westfield, Nj | 32 | 0 | 1 | -1 | 3.1% | |||
| P•• W••••• M••••••••• bank affiliated | Cincinnati, Oh | 32 | 5 | 1 | +4 | 3.1% | 1 | ||
| E••••• J•••• national BD | Saint Charles, Mo | 32 | 1 | 1 | 0 | 3.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Princeton, Nj | 32 | 6 | 1 | +5 | 3.1% | 1 | ||
| E•••••••• A•••••••• L•• BD affiliated | Cincinnati, Oh | 32 | 8 | 1 | +7 | 3.1% | |||
| M••••• S•••••• wirehouse | Lancaster, Pa | 32 | 2 | 1 | +1 | 3.1% | |||
| R•• S••••••••• I••• BD affiliated | New York, Ny | 32 | 7 | 1 | +6 | 3.1% | |||
| E••••• J•••• national BD | Saint Louis, Mo | 32 | 2 | 1 | +1 | 3.1% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• independent RIA | Charlotte, Nc | 32 | 2 | 1 | +1 | 3.1% | |||
| E••••• J•••• national BD | Las Vegas, Nv | 32 | 3 | 1 | +2 | 3.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Richardson, Tx | 32 | 1 | 1 | 0 | 3.1% | |||
| M••••• S•••••• wirehouse | Portsmouth, Nh | 32 | 1 | 1 | 0 | 3.1% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Fort Worth, Tx | 32 | 2 | 1 | +1 | 3.1% | |||
| O•••• W•••••• I••• BD affiliated | San Antonio, Tx | 32 | 2 | 1 | +1 | 3.1% | |||
| W•••• F•••• A••••••• wirehouse | Anchorage, Ak | 32 | 8 | 1 | +7 | 3.1% | |||
| S•••••••• A••••••• L•• brokerage advisory | Roslyn, Ny | 32 | 1 | 1 | 0 | 3.1% | |||
| T••••••••• A•••• M••••••••• L• independent RIA | New York, Ny · principal | 32 | 0 | 1 | -1 | 3.1% | |||
| W•••• F•••• A••••••• wirehouse | Albuquerque, Nm | 32 | 4 | 1 | +3 | 3.1% |
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.