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 “&PARTNERS” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS wirehouse | Fort Myers, Fl | 30 | 3 | 1 | +2 | 3.3% | |||
| TRANSAMERICA FINANCIAL ADVISORS, LLC BD affiliated | Irvine, Ca | 30 | 8 | 1 | +7 | 3.3% | |||
| TRANSAMERICA FINANCIAL ADVISORS, LLC BD affiliated | Centennial, Co | 30 | 5 | 1 | +4 | 3.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Pittsburgh, Pa | 30 | 2 | 1 | +1 | 3.3% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Williamsburg, Va | 30 | 5 | 1 | +4 | 3.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Chattanooga, Tn | 30 | 4 | 1 | +3 | 3.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Morristown, Nj | 29 | 2 | 1 | +1 | 3.4% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Brea, Ca | 29 | 1 | 1 | 0 | 3.4% | |||
| O•••• W•••••• I••• BD affiliated | Indianapolis, In | 29 | 2 | 1 | +1 | 3.4% | |||
| C•••••• S••••• • C••• I••• national BD | Stamford, Ct | 29 | 3 | 1 | +2 | 3.4% | |||
| P•••••• I••••••••• W••••• A•••••••• L•• independent RIA | Leawood, Ks · principal | 29 | 1 | 1 | 0 | 3.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Woodland Hills, Ca | 29 | 1 | 1 | 0 | 3.4% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Atlanta, Ga | 29 | 2 | 1 | +1 | 3.4% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Atlanta, Ga | 29 | 3 | 1 | +2 | 3.4% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | Hartford, Ct | 29 | 5 | 1 | +4 | 3.4% | |||
| C••••• F•••••••• S••••••••• I••• independent RIA | Athens, Ga · principal | 29 | 3 | 1 | +2 | 3.4% | |||
| S•••••••• A••••••• L•• national BD | Ponte Vedra, Fl | 29 | 2 | 1 | +1 | 3.4% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Ponte Vedra Beach, Fl | 29 | 4 | 1 | +3 | 3.4% | |||
| A••••••••• L••• other | Los Angeles, Ca | 29 | 3 | 1 | +2 | 3.4% | |||
| W•••• F•••• A••••••• wirehouse | Wilmington, Nc | 29 | 5 | 1 | +4 | 3.4% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Naples, Fl | 29 | 3 | 1 | +2 | 3.4% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Chesterfield, Mo | 29 | 2 | 1 | +1 | 3.4% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Franklin, Tn | 29 | 1 | 1 | 0 | 3.4% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Princeton, Nj | 29 | 2 | 1 | +1 | 3.4% | |||
| W•••• F•••• A••••••• wirehouse | Fort Lauderdale, Fl | 29 | 6 | 1 | +5 | 3.4% | |||
| L•• F•••••••• L•• BD affiliated | Charlottesville, Va | 29 | 4 | 1 | +3 | 3.4% | |||
| F••••• • M••••• I•• independent RIA | Cincinnati, Oh · principal | 29 | 5 | 1 | +4 | 3.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Saginaw, Mi | 29 | 3 | 1 | +2 | 3.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Monroe, La | 29 | 2 | 1 | +1 | 3.4% | |||
| F•••••••• • T•• A••••••••• L•• independent RIA | St Louis, Mo | 29 | 11 | 1 | +10 | 3.4% | |||
| E••••• J•••• national BD | Asheville, Nc | 29 | 2 | 1 | +1 | 3.4% | |||
| L•• F•••••••• L•• BD affiliated | Ada, Mi | 29 | 4 | 1 | +3 | 3.4% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | West Des Moines, Ia | 29 | 5 | 1 | +4 | 3.4% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Palm Beach Gardens, Fl | 29 | 4 | 1 | +3 | 3.4% | |||
| R•••••• J•••• • A••••••••• I••• national BD | San Francisco, Ca | 29 | 6 | 1 | +5 | 3.4% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Pittsburgh, Pa | 29 | 2 | 1 | +1 | 3.4% | |||
| T••••••••• A•••••••• L•• independent RIA | Monrovia, Ca · principal | 29 | 9 | 1 | +8 | 3.4% | |||
| R•••••• I••••••••• asset manager | Milwaukee, Wi | 29 | 0 | 1 | -1 | 3.4% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Springfield, Ma | 29 | 2 | 1 | +1 | 3.4% | |||
| E••••• J•••• national BD | Wilmington, Nc | 29 | 3 | 1 | +2 | 3.4% | |||
| M••••• S•••••• wirehouse | Ridgeland, Ms | 28 | 3 | 1 | +2 | 3.6% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Novi, Mi | 28 | 1 | 1 | 0 | 3.6% | 1 | ||
| T•• W•••• G••••• L•• independent RIA | Birmingham, Al · principal | 28 | 3 | 1 | +2 | 3.6% | |||
| L•• F•••••••• L•• BD affiliated | Lakewood, Co | 28 | 1 | 1 | 0 | 3.6% | 1 | ||
| M••••• S•••••• wirehouse | Ridgefield, Ct | 28 | 0 | 1 | -1 | 3.6% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Saint Louis, Mo | 28 | 4 | 1 | +3 | 3.6% | |||
| S•••••••• W••••• A••••••• L•• independent RIA | Houston, Tx · principal | 28 | 0 | 1 | -1 | 3.6% | |||
| F•••• C••••••• A•••• M••••••••• I•• BD affiliated | Raleigh, Nc · principal | 28 | 8 | 1 | +7 | 3.6% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Palm Beach Gardens, Fl | 28 | 0 | 1 | -1 | 3.6% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Oklahoma City, Ok | 28 | 4 | 1 | +3 | 3.6% | 1 | ||
| B••••••••• independent RIA | San Francisco, Ca · principal | 28 | 5 | 1 | +4 | 3.6% | |||
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | Charlotte, Nc | 28 | 4 | 1 | +3 | 3.6% | |||
| M••••• S•••••• wirehouse | Marco Island, Fl | 28 | 1 | 1 | 0 | 3.6% | |||
| B•••••• P••••• W••••• M••••••• independent RIA | Seattle, Wa · principal | 28 | 6 | 1 | +5 | 3.6% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Del Mar, Ca | 28 | 8 | 1 | +7 | 3.6% | |||
| S•••••••• F•••••••• S••••••• independent RIA | Utica, Ny · principal | 28 | 6 | 1 | +5 | 3.6% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Durham, Nc | 28 | 4 | 1 | +3 | 3.6% | |||
| H••••• I••••••••• M••••••••• L•• independent RIA | Cincinnati, Oh · principal | 28 | 5 | 1 | +4 | 3.6% | |||
| N•••••••• no RAUM | San Diego, Ca · principal | 28 | 6 | 1 | +5 | 3.6% | |||
| C•••••• S••••• • C••• I••• national BD | Marlton, Nj | 28 | 4 | 1 | +3 | 3.6% |
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.