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 |
|---|---|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC BD affiliated | Charlottesville, Va | 29 | 4 | 1 | +3 | 3.4% | |||
| UBS FINANCIAL SERVICES INC. wirehouse | Princeton, Nj | 29 | 2 | 1 | +1 | 3.4% | |||
| MML INVESTORS SERVICES, LLC BD affiliated | Franklin, Tn | 29 | 1 | 1 | 0 | 3.4% | |||
| J••• M••••• S••••••••• L•• wirehouse | Del Mar, Ca | 29 | 9 | 1 | +8 | 3.4% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Atlanta, Ga | 29 | 3 | 1 | +2 | 3.4% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Monroe, La | 29 | 2 | 1 | +1 | 3.4% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Springfield, Ma | 29 | 2 | 1 | +1 | 3.4% | |||
| W•••• F•••• A••••••• BD affiliated | Chesterfield, Mo | 29 | 2 | 1 | +1 | 3.4% | |||
| F••••• • M••••• I•• independent RIA | Cincinnati, Oh · principal | 29 | 5 | 1 | +4 | 3.4% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Palm Beach Gardens, Fl | 29 | 4 | 1 | +3 | 3.4% | |||
| F•••••••• • T•• A••••••••• L•• independent RIA | St Louis, Mo | 29 | 11 | 1 | +10 | 3.4% | |||
| B•• C••••• A••••••• independent RIA | Concord, Ma · principal | 29 | 1 | 1 | 0 | 3.4% | |||
| D••••••••• L•• independent RIA | Wilmington, De · principal | 29 | 13 | 1 | +12 | 3.4% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Virginia Beach, Va | 29 | 7 | 1 | +6 | 3.4% | 2 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Saginaw, Mi | 29 | 3 | 1 | +2 | 3.4% | |||
| L•• F•••••••• L•• BD affiliated | Johnson City, Tn | 29 | 2 | 1 | +1 | 3.4% | |||
| J•••••••• I••••••••• A••••••• L•• mixed wealth | Miami, Fl | 29 | 1 | 1 | 0 | 3.4% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Pittsburgh, Pa | 29 | 2 | 1 | +1 | 3.4% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Bloomfield Hills, Mi | 29 | 4 | 1 | +3 | 3.4% | |||
| R•••••• I••••••••• asset manager | Milwaukee, Wi | 29 | 0 | 1 | -1 | 3.4% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | West Des Moines, Ia | 29 | 5 | 1 | +4 | 3.4% | |||
| W•••• F•••• A••••••• BD affiliated | Fort Lauderdale, Fl | 29 | 6 | 1 | +5 | 3.4% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Stamford, Ct | 29 | 3 | 1 | +2 | 3.4% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Ponte Vedra Beach, Fl | 29 | 4 | 1 | +3 | 3.4% | |||
| E••••• J•••• national BD | Asheville, Nc | 29 | 2 | 1 | +1 | 3.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Canton, Oh | 29 | 1 | 1 | 0 | 3.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Woodland Hills, Ca | 29 | 1 | 1 | 0 | 3.4% | |||
| L•• F•••••••• L•• BD affiliated | Ada, Mi | 29 | 4 | 1 | +3 | 3.4% | |||
| M••••• S•••••• wirehouse | Virginia Beach, Va | 28 | 1 | 1 | 0 | 3.6% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Durham, Nc | 28 | 4 | 1 | +3 | 3.6% | |||
| T•• W•••• G••••• L•• independent RIA | Birmingham, Al · principal | 28 | 2 | 1 | +1 | 3.6% | |||
| W•••••• S••••••••• I••• BD affiliated | Newport Beach, Ca | 28 | 8 | 1 | +7 | 3.6% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Marlton, Nj | 28 | 4 | 1 | +3 | 3.6% | |||
| I•• C••••••• L•• independent RIA | Los Angeles, Ca | 28 | 11 | 1 | +10 | 3.6% | |||
| C••••••• S••••••••• I••• bank affiliated | New York, Ny | 28 | 9 | 1 | +8 | 3.6% | |||
| M••••• S•••••• wirehouse | Ridgefield, Ct | 28 | 0 | 1 | -1 | 3.6% | |||
| M••••• S•••••• wirehouse | Ridgeland, Ms | 28 | 3 | 1 | +2 | 3.6% | |||
| E•••• S••••••••• L•• BD affiliated | Bethesda, Md | 28 | 2 | 1 | +1 | 3.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Madison, Wi | 28 | 3 | 1 | +2 | 3.6% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Palm Beach Gardens, Fl | 28 | 0 | 1 | -1 | 3.6% | |||
| W•••• F•••• A••••••• BD affiliated | Fort Wayne, In | 28 | 9 | 1 | +8 | 3.6% | |||
| S•••••••• F•••••••• S••••••• independent RIA | Utica, Ny · principal | 28 | 6 | 1 | +5 | 3.6% | |||
| B••••••••• independent RIA | San Francisco, Ca · principal | 28 | 5 | 1 | +4 | 3.6% | |||
| E••••• J•••• national BD | Bradenton, Fl | 28 | 3 | 1 | +2 | 3.6% | |||
| I•• A•••••••• I••• mixed wealth | Dallas, Tx · principal | 28 | 1 | 1 | 0 | 3.6% | |||
| H••••• I••••••••• M••••••••• L•• independent RIA | Cincinnati, Oh · principal | 28 | 5 | 1 | +4 | 3.6% | |||
| M••••• S•••••• wirehouse | Marco Island, Fl | 28 | 1 | 1 | 0 | 3.6% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Wall, Nj | 28 | 5 | 1 | +4 | 3.6% | |||
| S•••••••• W••••• A••••••• L•• independent RIA | Houston, Tx · principal | 28 | 0 | 1 | -1 | 3.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Boise, Id | 28 | 5 | 1 | +4 | 3.6% | |||
| B•••••• P••••• W••••• M••••••• independent RIA | Seattle, Wa · principal | 28 | 6 | 1 | +5 | 3.6% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Conshohocken, Pa | 28 | 0 | 1 | -1 | 3.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Florham Park, Nj | 28 | 1 | 1 | 0 | 3.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Tucson, Az | 28 | 3 | 1 | +2 | 3.6% | |||
| L•• F•••••••• L•• BD affiliated | Redding, Ca | 28 | 5 | 1 | +4 | 3.6% | 1 | ||
| C•••••• S••••• • C••• I••• brokerage advisory | Walnut Creek, Ca | 28 | 7 | 1 | +6 | 3.6% | |||
| G• A• R••••• • C•••••• BD affiliated | Casselberry, Fl · principal | 28 | 1 | 1 | 0 | 3.6% | |||
| A•••••• W••••• M••••••••• I••• independent RIA | Houston, Tx · principal | 28 | 6 | 1 | +5 | 3.6% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Alviso, Ca | 28 | 3 | 1 | +2 | 3.6% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Saint Louis, Mo | 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.