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 “EAGLE STRATEGIES LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. BD affiliated | Novi, Mi | 28 | 1 | 1 | 0 | 3.6% | 1 | ||
| FIRST CITIZENS ASSET MANAGEMENT, INC BD affiliated | Raleigh, Nc · principal | 28 | 8 | 1 | +7 | 3.6% | |||
| STIFEL, NICOLAUS & COMPANY, INCORPORATED national BD | Palm Beach Gardens, Fl | 28 | 0 | 1 | -1 | 3.6% | |||
| L•• F•••••••• L•• BD affiliated | Horsham, Pa | 28 | 2 | 1 | +1 | 3.6% | |||
| M••••• S•••••• wirehouse | Ridgefield, Ct | 28 | 0 | 1 | -1 | 3.6% | |||
| L•• F•••••••• L•• BD affiliated | Lakewood, Co | 28 | 1 | 1 | 0 | 3.6% | 1 | ||
| M••••• S•••••• wirehouse | Virginia Beach, Va | 28 | 1 | 1 | 0 | 3.6% | |||
| M••••• S•••••• wirehouse | Ridgeland, Ms | 28 | 3 | 1 | +2 | 3.6% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Durham, Nc | 28 | 4 | 1 | +3 | 3.6% | |||
| B••••••••• independent RIA | San Francisco, Ca · principal | 28 | 5 | 1 | +4 | 3.6% | |||
| J••• M••••• S••••••••• L•• wirehouse | Del Mar, Ca | 28 | 8 | 1 | +7 | 3.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Boise, Id | 28 | 5 | 1 | +4 | 3.6% | |||
| E••••• J•••• national BD | Katy, Tx | 28 | 2 | 1 | +1 | 3.6% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Wall, Nj | 28 | 5 | 1 | +4 | 3.6% | |||
| F••••••• W•••••• C•••••• M••••••••• I••• independent RIA | Portland, Or · principal | 27 | 3 | 1 | +2 | 3.7% | |||
| L•• F•••••••• L•• BD affiliated | South Bend, In | 27 | 5 | 1 | +4 | 3.7% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Durham, Nc | 27 | 0 | 1 | -1 | 3.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Rockville, Md | 27 | 3 | 1 | +2 | 3.7% | |||
| M•••••••• A••••••• mixed wealth | Boston, Ma · principal | 27 | 2 | 1 | +1 | 3.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Tucson, Az | 27 | 2 | 1 | +1 | 3.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | New Orleans, La | 27 | 1 | 1 | 0 | 3.7% | |||
| R•• C•••••• M••••••• L•• national BD | Omaha, Ne | 27 | 2 | 1 | +1 | 3.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Portland, Me | 27 | 2 | 1 | +1 | 3.7% | |||
| L•• F•••••••• L•• BD affiliated | Folsom, Ca | 27 | 4 | 1 | +3 | 3.7% | |||
| C•••••• S••••• • C••• I••• national BD | Walnut Creek, Ca | 27 | 6 | 1 | +5 | 3.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | St Cloud, Mn | 27 | 2 | 1 | +1 | 3.7% | |||
| W• F••••• O•••••• independent RIA | Coral Gables, Fl · principal | 27 | 18 | 1 | +17 | 3.7% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Lakewood, Co | 27 | 5 | 1 | +4 | 3.7% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Indianapolis, In | 27 | 1 | 1 | 0 | 3.7% | |||
| L•• F•••••••• L•• BD affiliated | Rock Hill, Sc | 27 | 6 | 1 | +5 | 3.7% | |||
| H••••• • S••••• A••••••• S••••••• L•• other | Dewitt, Ny · principal | 27 | 2 | 1 | +1 | 3.7% | |||
| B••• H••••• C•••••• L••• independent RIA | Bethesda, Md · principal | 27 | 3 | 1 | +2 | 3.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Daniel Island, Sc | 27 | 3 | 1 | +2 | 3.7% | |||
| T•• F••••• O••••• P••••••• independent RIA | Phoenix, Az · principal | 27 | 0 | 1 | -1 | 3.7% | |||
| H•••••• I••••••••• S•••••••• L•• independent RIA | Oakbrook Terrace, Il · principal | 27 | 2 | 1 | +1 | 3.7% | |||
| J••• M••••• S••••••••• L•• wirehouse | Staten Island, Ny | 27 | 4 | 1 | +3 | 3.7% | |||
| L•• F•••••••• L•• BD affiliated | Mcallen, Tx | 27 | 4 | 1 | +3 | 3.7% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Omaha, Ne | 27 | 1 | 1 | 0 | 3.7% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Beachwood, Oh | 27 | 6 | 1 | +5 | 3.7% | |||
| S•• F•••••••• A••••••• independent RIA | Winona Lake, In · principal | 27 | 5 | 1 | +4 | 3.7% | |||
| P••••• S••••• F••••••••• independent RIA | Mesa, Az · principal | 27 | 4 | 1 | +3 | 3.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Westborough, Ma | 27 | 0 | 1 | -1 | 3.7% | |||
| W•••• F•••• A••••••• wirehouse | Wilmington, De | 27 | 5 | 1 | +4 | 3.7% | 1 | ||
| C•••••••• G••••• M•••••• I••• BD affiliated | Jersey City, Nj | 27 | 1 | 1 | 0 | 3.7% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Cincinnati, Oh | 27 | 4 | 1 | +3 | 3.7% | |||
| B••••• H••••• G••••• I•••••••• other | Dallas, Tx · principal | 27 | 0 | 1 | -1 | 3.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Carlsbad, Ca | 27 | 3 | 1 | +2 | 3.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Salt Lake City, Ut | 27 | 5 | 1 | +4 | 3.7% | 1 | ||
| A••••• A•• P••••••• S••••••• BD affiliated | Pasadena, Ca | 27 | 6 | 1 | +5 | 3.7% | |||
| L•• F•••••••• L•• BD affiliated | El Paso, Tx | 27 | 6 | 1 | +5 | 3.7% | 2 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Brookfield, Wi | 27 | 2 | 1 | +1 | 3.7% | 1 | ||
| T••••• A••••••• S•••••••• I••• BD affiliated | Winter Park, Fl | 27 | 2 | 1 | +1 | 3.7% | 1 | ||
| B••• G••••• • C••••••• I••• independent RIA | Orange, Ca · principal | 27 | 6 | 1 | +5 | 3.7% | |||
| W•••• F•••• A••••••• wirehouse | Aventura, Fl | 26 | 2 | 1 | +1 | 3.8% | |||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Cranston, Ri | 26 | 23 | 1 | +22 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | Springfield, Il | 26 | 4 | 1 | +3 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | Campbell, Ca | 26 | 4 | 1 | +3 | 3.8% | |||
| R•• C•••••• M••••••• L•• national BD | St Petersburg, Fl | 26 | 2 | 1 | +1 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | Redlands, Ca | 26 | 3 | 1 | +2 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | Prescott, Az | 26 | 3 | 1 | +2 | 3.8% |
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.