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 “TRUIST ADVISORY SERVICES, INC.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC brokerage advisory | Roslyn, Ny | 32 | 1 | 1 | 0 | 3.1% | |||
| LPL FINANCIAL LLC BD affiliated | Gilbert, Az | 31 | 8 | 1 | +7 | 3.2% | 2 | ||
| MML INVESTORS SERVICES, LLC BD affiliated | Philadelphia, Pa | 31 | 3 | 1 | +2 | 3.2% | |||
| E••••• J•••• national BD | Orlando, Fl | 31 | 3 | 1 | +2 | 3.2% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Deerfield, Il | 31 | 27 | 1 | +26 | 3.2% | |||
| O•••• W•••••• I••• BD affiliated | Denver, Co | 31 | 5 | 1 | +4 | 3.2% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Cleveland, Oh | 31 | 1 | 1 | 0 | 3.2% | |||
| E•••••••• A•••••••• L•• BD affiliated | Tampa, Fl | 31 | 7 | 1 | +6 | 3.2% | |||
| O•••• W•••••• I••• BD affiliated | Jericho, Ny | 31 | 5 | 1 | +4 | 3.2% | |||
| W•••• F•••• A••••••• wirehouse | Wyomissing, Pa | 31 | 2 | 1 | +1 | 3.2% | |||
| E••••• J•••• national BD | Sarasota, Fl | 31 | 6 | 1 | +5 | 3.2% | |||
| O•••• W•••••• I••• BD affiliated | San Francisco, Ca | 31 | 1 | 1 | 0 | 3.2% | |||
| W•••• F•••• A••••••• wirehouse | Lakewood, Co | 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 | Lisle, Il | 31 | 5 | 1 | +4 | 3.2% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Boston, Ma | 31 | 3 | 1 | +2 | 3.2% | |||
| H•••• F•••••••• S•••••••• I••• BD affiliated | Midland, Mi | 31 | 3 | 1 | +2 | 3.2% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Latham, Ny | 31 | 0 | 1 | -1 | 3.2% | |||
| S•••••••• A••••••• L•• brokerage advisory | Portland, Me | 31 | 3 | 1 | +2 | 3.2% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Portland, Me | 31 | 1 | 1 | 0 | 3.2% | |||
| S•••••••• A••••••• L•• brokerage advisory | Farmington, Mi | 31 | 2 | 1 | +1 | 3.2% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | El Paso, Tx | 31 | 5 | 1 | +4 | 3.2% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Centennial, Co | 31 | 8 | 1 | +7 | 3.2% | |||
| U•• F•••••••• S••••••• I••• wirehouse | St Paul, Mn | 31 | 3 | 1 | +2 | 3.2% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Los Angeles, Ca | 31 | 0 | 1 | -1 | 3.2% | |||
| S•••••• S••••••••• I••• bank affiliated | Port Charlotte, Fl | 31 | 2 | 1 | +1 | 3.2% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Brentwood, Tn | 31 | 3 | 1 | +2 | 3.2% | |||
| E••••• J•••• national BD | Columbia, Sc | 31 | 2 | 1 | +1 | 3.2% | |||
| D••• D••••••• • C•• BD affiliated | Omaha, Ne | 31 | 2 | 1 | +1 | 3.2% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Walnut Creek, Ca | 31 | 0 | 1 | -1 | 3.2% | |||
| P•• S••••••• C•••••• M••••••••• L•• independent RIA | Austin, Tx · principal | 31 | 3 | 1 | +2 | 3.2% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Little Rock, Ar | 31 | 7 | 1 | +6 | 3.2% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Gilbert, Az | 30 | 3 | 1 | +2 | 3.3% | 1 | ||
| W••••••••• C•••••• M••••••••• L•• independent RIA | Richmond, Va · principal | 30 | 1 | 1 | 0 | 3.3% | |||
| W•••• F•••• A••••••• wirehouse | Williamsburg, Va | 30 | 5 | 1 | +4 | 3.3% | |||
| E•••• S••••••••• L•• BD affiliated | Austin, Tx | 30 | 4 | 1 | +3 | 3.3% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Carmel, In | 30 | 6 | 1 | +5 | 3.3% | |||
| C•••••• A••••••• BD affiliated | Marlton, Nj | 30 | 0 | 1 | -1 | 3.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Las Vegas, Nv | 30 | 1 | 1 | 0 | 3.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Birmingham, Al | 30 | 1 | 1 | 0 | 3.3% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Charlotte, Nc | 30 | 3 | 1 | +2 | 3.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | West Chester, Oh | 30 | 3 | 1 | +2 | 3.3% | |||
| K•••••• I••••••••• M••••••••• I••• independent RIA | Los Angeles, Ca · principal | 30 | 15 | 1 | +14 | 3.3% | |||
| E•••••••• A•••••••• L•• BD affiliated | Overland Park, Ks | 30 | 10 | 1 | +9 | 3.3% | 1 | ||
| C•••••• independent RIA | San Diego, Ca | 30 | 3 | 1 | +2 | 3.3% | |||
| E••••• J•••• national BD | Oklahoma City, Ok | 30 | 1 | 1 | 0 | 3.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Davenport, Ia | 30 | 4 | 1 | +3 | 3.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Pittsburgh, Pa | 30 | 2 | 1 | +1 | 3.3% | 1 | ||
| L•• E••••••••• L•• BD affiliated | Brooklyn, Ny | 30 | 5 | 1 | +4 | 3.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | The Woodlands, Tx | 30 | 2 | 1 | +1 | 3.3% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Centennial, Co | 30 | 5 | 1 | +4 | 3.3% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Irvine, Ca | 30 | 8 | 1 | +7 | 3.3% | |||
| E•••• S••••••••• L•• BD affiliated | Vienna, Va | 30 | 6 | 1 | +5 | 3.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Monroe, La | 29 | 2 | 1 | +1 | 3.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Saginaw, Mi | 29 | 3 | 1 | +2 | 3.4% | |||
| B•• C••••• A••••••• independent RIA | Concord, Ma · principal | 29 | 1 | 1 | 0 | 3.4% | |||
| L•• F•••••••• L•• BD affiliated | Ada, Mi | 29 | 4 | 1 | +3 | 3.4% | |||
| S•••••••• A••••••• L•• brokerage advisory | Ponte Vedra, Fl | 29 | 2 | 1 | +1 | 3.4% | |||
| W•••• F•••• A••••••• BD affiliated | Fort Lauderdale, Fl | 29 | 6 | 1 | +5 | 3.4% | |||
| J•••••••• I••••••••• A••••••• L•• mixed wealth | Miami, Fl | 29 | 1 | 1 | 0 | 3.4% |
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.