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 |
|---|---|---|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC BD affiliated | Rockville, Md | 27 | 3 | 1 | +2 | 3.7% | |||
| STATE FARM INVESTMENT MANAGEMENT CORP. asset manager | Indianapolis, In | 27 | 1 | 1 | 0 | 3.7% | |||
| EDWARD JONES national BD | Meridian, Id | 27 | 3 | 1 | +2 | 3.7% | |||
| L•• F•••••••• L•• BD affiliated | Rock Hill, Sc | 27 | 6 | 1 | +5 | 3.7% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Lakewood, Co | 27 | 5 | 1 | +4 | 3.7% | |||
| J••• M••••• S••••••••• L•• wirehouse | Staten Island, Ny | 27 | 4 | 1 | +3 | 3.7% | |||
| W• F••••• O•••••• independent RIA | Coral Gables, Fl · principal | 27 | 18 | 1 | +17 | 3.7% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Beachwood, Oh | 27 | 6 | 1 | +5 | 3.7% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Chattanooga, Tn | 27 | 2 | 1 | +1 | 3.7% | |||
| E••••• J•••• national BD | Littleton, Co | 27 | 2 | 1 | +1 | 3.7% | 1 | ||
| E••••• J•••• national BD | St Charles, Mo | 27 | 0 | 1 | -1 | 3.7% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Nashville, Tn | 27 | 3 | 1 | +2 | 3.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Daniel Island, Sc | 27 | 3 | 1 | +2 | 3.7% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Pasadena, Ca | 27 | 6 | 1 | +5 | 3.7% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Alpharetta, Ga | 27 | 3 | 1 | +2 | 3.7% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Omaha, Ne | 27 | 1 | 1 | 0 | 3.7% | |||
| R•• C•••••• M••••••• L•• national BD | Rockville, Md | 27 | 1 | 1 | 0 | 3.7% | |||
| M•••••••• A••••••• mixed wealth | Boston, Ma · principal | 27 | 2 | 1 | +1 | 3.7% | |||
| S•• F•••••••• A••••••• independent RIA | Winona Lake, In · principal | 27 | 5 | 1 | +4 | 3.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chapel Hill, Nc | 27 | 3 | 1 | +2 | 3.7% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Boca Raton, Fl | 27 | 4 | 1 | +3 | 3.7% | |||
| H••••• • S••••• A••••••• S••••••• L•• other | Dewitt, Ny · principal | 27 | 2 | 1 | +1 | 3.7% | |||
| T•• F••••• O••••• P••••••• independent RIA | Phoenix, Az · principal | 27 | 0 | 1 | -1 | 3.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Carlsbad, Ca | 27 | 3 | 1 | +2 | 3.7% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Durham, Nc | 27 | 0 | 1 | -1 | 3.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Salt Lake City, Ut | 27 | 5 | 1 | +4 | 3.7% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Toms River, Nj | 27 | 1 | 1 | 0 | 3.7% | |||
| H•••••• I••••••••• S•••••••• L•• independent RIA | Oakbrook Terrace, Il · principal | 27 | 2 | 1 | +1 | 3.7% | |||
| B••••• H••••• G••••• I•••••••• other | Dallas, Tx · principal | 27 | 0 | 1 | -1 | 3.7% | |||
| W•••• F•••• A••••••• BD affiliated | Wilmington, De | 27 | 5 | 1 | +4 | 3.7% | 1 | ||
| L•• F•••••••• L•• BD affiliated | South Bend, In | 27 | 5 | 1 | +4 | 3.7% | |||
| P••••• S••••• F••••••••• independent RIA | Mesa, Az · principal | 27 | 4 | 1 | +3 | 3.7% | |||
| R•• C•••••• M••••••• L•• national BD | Omaha, Ne | 27 | 2 | 1 | +1 | 3.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Columbia, Sc | 27 | 5 | 1 | +4 | 3.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | St Cloud, Mn | 27 | 2 | 1 | +1 | 3.7% | |||
| F•••• C••••••• A•••• M••••••••• I•• bank affiliated | Raleigh, Nc · principal | 27 | 8 | 1 | +7 | 3.7% | |||
| L•• F•••••••• L•• BD affiliated | Mcallen, Tx | 27 | 4 | 1 | +3 | 3.7% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Cincinnati, Oh | 27 | 4 | 1 | +3 | 3.7% | |||
| F••••••• W•••••• C•••••• M••••••••• I••• independent RIA | Portland, Or · principal | 27 | 3 | 1 | +2 | 3.7% | |||
| B••• G••••• • C••••••• I••• BD affiliated | Orange, Ca · principal | 27 | 6 | 1 | +5 | 3.7% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Oakland, Ca | 26 | 5 | 1 | +4 | 3.8% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Berkeley Heights, Nj | 26 | 1 | 1 | 0 | 3.8% | |||
| E•••••• A••••••• G••••• L•• brokerage advisory | Jacksonville, Fl | 26 | 7 | 1 | +6 | 3.8% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Katy, Tx | 26 | 2 | 1 | +1 | 3.8% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Cincinnati, Oh | 26 | 1 | 1 | 0 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | Marlton, Nj | 26 | 1 | 1 | 0 | 3.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Temecula, Ca | 26 | 1 | 1 | 0 | 3.8% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Winter Park, Fl | 26 | 2 | 1 | +1 | 3.8% | 1 | ||
| M••••• S•••••• wirehouse | Mobile, Al | 26 | 2 | 1 | +1 | 3.8% | |||
| W•••• F•••• A••••••• wirehouse | Aventura, Fl | 26 | 2 | 1 | +1 | 3.8% | |||
| G••••••• W••••• A•••••••• L•• independent RIA | Raleigh, Nc · principal | 26 | 4 | 1 | +3 | 3.8% | |||
| A•••• W••••• M••••••••• I••• independent RIA | Guthrie Center, Ia · principal | 26 | 8 | 1 | +7 | 3.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Salem, Or | 26 | 5 | 1 | +4 | 3.8% | |||
| L•••••• A••••••• I••••••••• independent RIA | Baltimore, Md · principal | 26 | 3 | 1 | +2 | 3.8% | |||
| W•••• F•••• A••••••• wirehouse | Syracuse, Ny | 26 | 2 | 1 | +1 | 3.8% | |||
| W••••• W•••• A•••••••• I•• independent RIA | Englewood, Co · principal | 26 | 13 | 1 | +12 | 3.8% | 2 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Calabasas, Ca | 26 | 2 | 1 | +1 | 3.8% | 1 | ||
| S•••••••• A••••••• L•• brokerage advisory | Farmington, Ut | 26 | 3 | 1 | +2 | 3.8% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Glen Allen, Va | 26 | 4 | 1 | +3 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | Green Bay, Wi | 26 | 6 | 1 | +5 | 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.