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 “OPPENHEIMER & CO. INC.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| CANTOR FITZGERALD INVESTMENT ADVISORS mixed wealth | New York, Ny · principal | 32 | 10 | 1 | +9 | 3.1% | |||
| EDWARD JONES national BD | Columbia, Mo | 32 | 3 | 1 | +2 | 3.1% | |||
| STRATEGIC ADVISERS LLC national BD | Santa Monica, Ca | 32 | 7 | 1 | +6 | 3.1% | |||
| B•••••••• I••••••••• M••••••••• L•• asset manager | Chicago, Il | 32 | 11 | 1 | +10 | 3.1% | |||
| M••••• S•••••• wirehouse | Portsmouth, Nh | 32 | 1 | 1 | 0 | 3.1% | |||
| M••••• S•••••• wirehouse | Lancaster, Pa | 32 | 2 | 1 | +1 | 3.1% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Louisville, Ky | 32 | 3 | 1 | +2 | 3.1% | |||
| C••••• F•••••••• N••••••• L•• independent RIA | Draper, Ut · principal | 32 | 10 | 1 | +9 | 3.1% | |||
| C••••••••• S••••••••• C•••••• I•• independent RIA | Grand Rapids, Mi · principal | 32 | 2 | 1 | +1 | 3.1% | |||
| S•••••••• A••••••• L•• national BD | Roslyn, Ny | 32 | 1 | 1 | 0 | 3.1% | |||
| W•••• F•••• A••••••• wirehouse | Saint Paul, Mn | 32 | 2 | 1 | +1 | 3.1% | |||
| O•••• W•••••• I••• BD affiliated | San Antonio, Tx | 32 | 2 | 1 | +1 | 3.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Farmington Hills, Mi | 32 | 2 | 1 | +1 | 3.1% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Fort Worth, Tx | 32 | 2 | 1 | +1 | 3.1% | |||
| W•••• F•••• A••••••• wirehouse | Anchorage, Ak | 32 | 8 | 1 | +7 | 3.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Rockledge, Fl | 32 | 0 | 1 | -1 | 3.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Evansville, In | 32 | 3 | 1 | +2 | 3.1% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Woodbury, Ny | 32 | 3 | 1 | +2 | 3.1% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated | Charlotte, Nc | 32 | 2 | 1 | +1 | 3.1% | |||
| T••••••••• A•••• M••••••••• L• independent RIA | New York, Ny · principal | 32 | 0 | 1 | -1 | 3.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Greenville, Sc | 32 | 5 | 1 | +4 | 3.1% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Portland, Me | 31 | 1 | 1 | 0 | 3.2% | |||
| R•• S••••••••• I••• BD affiliated | New York, Ny | 31 | 7 | 1 | +6 | 3.2% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Boston, Ma | 31 | 3 | 1 | +2 | 3.2% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | El Paso, Tx | 31 | 5 | 1 | +4 | 3.2% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Brooklyn, Ny | 31 | 4 | 1 | +3 | 3.2% | |||
| P•• S••••••• C•••••• M••••••••• L•• independent RIA | Austin, Tx · principal | 31 | 3 | 1 | +2 | 3.2% | |||
| E••••• J•••• national BD | Orlando, Fl | 31 | 3 | 1 | +2 | 3.2% | |||
| M•••• C••••••• A••••••• S•••••• BD affiliated | Wethersfield, Ct | 31 | 2 | 1 | +1 | 3.2% | |||
| L•• F•••••••• L•• BD affiliated | Lisle, Il | 31 | 5 | 1 | +4 | 3.2% | |||
| D••• D••••••• • C•• independent RIA | Omaha, Ne | 31 | 2 | 1 | +1 | 3.2% | |||
| H•••• F•••••••• S•••••••• I••• independent RIA | Midland, Mi | 31 | 3 | 1 | +2 | 3.2% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Gilbert, Az | 31 | 3 | 1 | +2 | 3.2% | 1 | ||
| S•••••••• A••••••• L•• national BD | Farmington, Mi | 31 | 2 | 1 | +1 | 3.2% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Latham, Ny | 31 | 0 | 1 | -1 | 3.2% | |||
| O•••• W•••••• I••• BD affiliated | San Francisco, Ca | 31 | 1 | 1 | 0 | 3.2% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Los Angeles, Ca | 31 | 0 | 1 | -1 | 3.2% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Cleveland, Oh | 31 | 1 | 1 | 0 | 3.2% | |||
| M••••• S•••••• wirehouse | Los Gatos, Ca | 31 | 3 | 1 | +2 | 3.2% | |||
| O•••• W•••••• I••• BD affiliated | Jericho, Ny | 31 | 5 | 1 | +4 | 3.2% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Deerfield, Il | 31 | 27 | 1 | +26 | 3.2% | |||
| U•• F•••••••• S••••••• I••• wirehouse | St Paul, Mn | 31 | 3 | 1 | +2 | 3.2% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Brentwood, Tn | 31 | 3 | 1 | +2 | 3.2% | |||
| O•••• W••••• M••••••••• L•• independent RIA | Altoona, Wi · principal | 31 | 3 | 1 | +2 | 3.2% | |||
| L•• F•••••••• L•• BD affiliated | Gilbert, Az | 31 | 8 | 1 | +7 | 3.2% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Walnut Creek, Ca | 31 | 0 | 1 | -1 | 3.2% | 1 | ||
| C•••••• S••••• • C••• I••• national BD | Palm Beach Gardens, Fl | 31 | 3 | 1 | +2 | 3.2% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Pittsburgh, Pa | 30 | 2 | 1 | +1 | 3.3% | 1 | ||
| C•••••• S••••• • C••• I••• national BD | Carmel, In | 30 | 6 | 1 | +5 | 3.3% | |||
| E•••• S••••••••• L•• BD affiliated | Austin, Tx | 30 | 4 | 1 | +3 | 3.3% | |||
| W•••• F•••• A••••••• wirehouse | Fort Myers, Fl | 30 | 3 | 1 | +2 | 3.3% | |||
| C••••••• P••••••• independent RIA | Mclean, Va | 30 | 3 | 1 | +2 | 3.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Las Vegas, Nv | 30 | 1 | 1 | 0 | 3.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | San Mateo, Ca | 30 | 3 | 1 | +2 | 3.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Staten Island, Ny | 30 | 5 | 1 | +4 | 3.3% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Centennial, Co | 30 | 5 | 1 | +4 | 3.3% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Charlotte, Nc | 30 | 3 | 1 | +2 | 3.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | El Segundo, Ca | 30 | 6 | 1 | +5 | 3.3% | |||
| W•••• F•••• A••••••• wirehouse | Williamsburg, Va | 30 | 5 | 1 | +4 | 3.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | West Chester, Oh | 30 | 3 | 1 | +2 | 3.3% |
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.