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 “FIRST HORIZON ADVISORS, INC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC brokerage advisory | Farmington, Ut | 26 | 3 | 1 | +2 | 3.8% | |||
| MML INVESTORS SERVICES, LLC BD affiliated | Glen Allen, Va | 26 | 4 | 1 | +3 | 3.8% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Calabasas, Ca | 26 | 2 | 1 | +1 | 3.8% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Arlington, Tx | 26 | 1 | 1 | 0 | 3.8% | 1 | ||
| M••••• S•••••• wirehouse | Mobile, Al | 26 | 2 | 1 | +1 | 3.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Plantation, Fl | 26 | 2 | 1 | +1 | 3.8% | |||
| F•••••• F•••••••• A•••••••• L•• independent RIA | North Charleston, Sc | 26 | 11 | 1 | +10 | 3.8% | |||
| E•••••• A••••••• G••••• L•• brokerage advisory | Jacksonville, Fl | 26 | 7 | 1 | +6 | 3.8% | 1 | ||
| F•••••• F•••••••• A•••••••• L•• independent RIA | Cranston, Ri | 26 | 23 | 1 | +22 | 3.8% | |||
| W••••• W•••• A•••••••• I•• independent RIA | Englewood, Co · principal | 26 | 13 | 1 | +12 | 3.8% | 2 | ||
| L•• F•••••••• L•• BD affiliated | Prescott, Az | 26 | 3 | 1 | +2 | 3.8% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Cincinnati, Oh | 26 | 1 | 1 | 0 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | West Jordan, Ut | 26 | 6 | 1 | +5 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | Redlands, Ca | 26 | 3 | 1 | +2 | 3.8% | |||
| W•••• F•••• A••••••• wirehouse | Aventura, Fl | 26 | 2 | 1 | +1 | 3.8% | |||
| E••••• J•••• national BD | Frisco, Tx | 26 | 1 | 1 | 0 | 3.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Springfield, Mo | 25 | 1 | 1 | 0 | 4.0% | |||
| O•••• W•••••• I••• BD affiliated | Minnetonka, Mn | 25 | 0 | 1 | -1 | 4.0% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Sacramento, Ca | 25 | 4 | 1 | +3 | 4.0% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Newtown, Pa | 25 | 1 | 1 | 0 | 4.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wyomissing, Pa | 25 | 3 | 1 | +2 | 4.0% | |||
| E•••• S••••••••• L•• BD affiliated | Denver, Co | 25 | 1 | 1 | 0 | 4.0% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Dallas, Tx | 25 | 6 | 1 | +5 | 4.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Westlake, Oh | 25 | 1 | 1 | 0 | 4.0% | |||
| L•• F•••••••• L•• BD affiliated | Kalamazoo, Mi | 25 | 2 | 1 | +1 | 4.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Toledo, Oh | 25 | 2 | 1 | +1 | 4.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Raleigh, Nc | 25 | 2 | 1 | +1 | 4.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Minneapolis, Mn | 25 | 5 | 1 | +4 | 4.0% | |||
| M•••••• independent RIA | Tulsa, Ok | 25 | 5 | 1 | +4 | 4.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Saddle Brook, Nj | 25 | 6 | 1 | +5 | 4.0% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Alpharetta, Ga | 25 | 2 | 1 | +1 | 4.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Kirkland, Wa | 25 | 9 | 1 | +8 | 4.0% | |||
| S•••••• F•••••••• G••••• L••••• independent RIA | Tampa, Fl | 25 | 6 | 1 | +5 | 4.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Green Bay, Wi | 25 | 3 | 1 | +2 | 4.0% | |||
| O•••• W•••••• I••• BD affiliated | Roseville, Ca | 25 | 2 | 1 | +1 | 4.0% | |||
| L•• F•••••••• L•• BD affiliated | Mount Laurel, Nj | 25 | 1 | 1 | 0 | 4.0% | |||
| D•• W•••••• L•• independent RIA | Atlanta, Ga · principal | 25 | 3 | 1 | +2 | 4.0% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Beachwood, Oh | 25 | 3 | 1 | +2 | 4.0% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Hermosa Beach, Ca | 25 | 5 | 1 | +4 | 4.0% | |||
| E••••• J•••• national BD | Ft Collins, Co | 25 | 4 | 1 | +3 | 4.0% | |||
| F••••• G•••• A••••••• L•• independent RIA | Westwood, Nj · principal | 25 | 1 | 1 | 0 | 4.0% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Greenwood Village, Co | 25 | 2 | 1 | +1 | 4.0% | |||
| E•• F•••••••• A••••••• BD affiliated | New York, Ny | 25 | 3 | 1 | +2 | 4.0% | |||
| L•• F•••••••• L•• BD affiliated | Springfield, Il | 25 | 4 | 1 | +3 | 4.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Flemington, Nj | 25 | 0 | 1 | -1 | 4.0% | |||
| W••••••••• A••••••• independent RIA | Potomac, Md | 25 | 3 | 1 | +2 | 4.0% | |||
| M••••• S•••••• wirehouse | Lafayette, La | 25 | 1 | 1 | 0 | 4.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Rockville, Md | 25 | 6 | 1 | +5 | 4.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Hauppauge, Ny | 25 | 0 | 1 | -1 | 4.0% | |||
| L•• F•••••••• L•• BD affiliated | Modesto, Ca | 25 | 5 | 1 | +4 | 4.0% | |||
| W•••• F•••• A••••••• wirehouse | Carmel, Ca | 25 | 3 | 1 | +2 | 4.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Boca Raton, Fl | 25 | 3 | 1 | +2 | 4.0% | |||
| L•• F•••••••• L•• BD affiliated | Golden, Co | 25 | 1 | 1 | 0 | 4.0% | 1 | ||
| S•••••••• A•••••• N•••••• independent RIA | Brighton, Mi · principal | 25 | 9 | 1 | +8 | 4.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Richmond, Va | 25 | 2 | 1 | +1 | 4.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Stamford, Ct | 25 | 3 | 1 | +2 | 4.0% | |||
| L•••••••• G••••• A•••••••• L•• independent RIA | Hauppauge, Ny · principal | 24 | 0 | 1 | -1 | 4.2% | |||
| P•••••••• S••••••••• I••• BD affiliated | Denver, Co | 24 | 5 | 1 | +4 | 4.2% | |||
| J••• M••••• S••••••••• L•• wirehouse | Glenview, Il | 24 | 1 | 1 | 0 | 4.2% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Downers Grove, Il | 24 | 2 | 1 | +1 | 4.2% |
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.