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 “CREATIVE PLANNING” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| CITIZENS SECURITIES, INC. bank affiliated | Pittsburgh, Pa | 24 | 3 | 1 | +2 | 4.2% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Paramus, Nj | 24 | 1 | 1 | 0 | 4.2% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Glenview, Il | 24 | 1 | 1 | 0 | 4.2% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Downers Grove, Il | 24 | 2 | 1 | +1 | 4.2% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Miami, Fl | 24 | 0 | 1 | -1 | 4.2% | |||
| L•• E••••••••• L•• BD affiliated | Englewood, Co | 24 | 12 | 1 | +11 | 4.2% | |||
| Q••••• P••••••• I••••••••• M••••••••• independent RIA | Saratoga Springs, Ny · principal | 24 | 9 | 1 | +8 | 4.2% | |||
| W•••• F•••• A••••••• wirehouse | Louisville, Ky | 24 | 1 | 1 | 0 | 4.2% | |||
| W•••• F•••• A••••••• wirehouse | Henderson, Nv | 24 | 5 | 1 | +4 | 4.2% | |||
| T• P•••••• C••••• W••••• L•• bank affiliated | Princeton, Nj | 24 | 7 | 1 | +6 | 4.2% | |||
| C••••••••• C••••••••• A••••••• S•••••••• independent RIA | Norfolk, Va | 24 | 1 | 1 | 0 | 4.2% | |||
| L•••••••• G••••• A•••••••• L•• independent RIA | Hauppauge, Ny · principal | 24 | 0 | 1 | -1 | 4.2% | |||
| M••••• S•••••• wirehouse | Park City, Ut | 24 | 2 | 1 | +1 | 4.2% | |||
| H••• I••••••••• S•••••••• L•• other | Manhasset, Ny · principal | 24 | 9 | 1 | +8 | 4.2% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Southlake, Tx | 24 | 1 | 1 | 0 | 4.2% | |||
| W•••• F•••• A••••••• wirehouse | Dublin, Oh | 24 | 2 | 1 | +1 | 4.2% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Wakefield, Ma | 24 | 5 | 1 | +4 | 4.2% | |||
| L•• F•••••••• L•• BD affiliated | Woburn, Ma | 24 | 1 | 1 | 0 | 4.2% | |||
| E••••• J•••• national BD | Goshen, In | 24 | 4 | 1 | +3 | 4.2% | |||
| C••••••••• C••••••••• I••••••••• platform/SMA | Newport Beach, Ca · principal | 24 | 7 | 1 | +6 | 4.2% | |||
| L•• F•••••••• L•• BD affiliated | Waukesha, Wi | 24 | 2 | 1 | +1 | 4.2% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Carlsbad, Ca | 24 | 6 | 1 | +5 | 4.2% | |||
| R•• C•••••• M••••••• L•• national BD | San Jose, Ca | 24 | 2 | 1 | +1 | 4.2% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Allen, Tx | 24 | 1 | 1 | 0 | 4.2% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Overland Park, Ks | 24 | 8 | 1 | +7 | 4.2% | |||
| C••••••••• W••••• independent RIA | Huntersville, Nc · principal | 24 | 3 | 1 | +2 | 4.2% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bismarck, Nd | 24 | 3 | 1 | +2 | 4.2% | |||
| E•• F•••••••• A••••••• BD affiliated | Sandy Springs, Ga | 24 | 5 | 1 | +4 | 4.2% | |||
| E••••• J•••• national BD | Georgetown, Tx | 24 | 4 | 1 | +3 | 4.2% | |||
| C•••••• independent RIA | Itasca, Il | 24 | 3 | 1 | +2 | 4.2% | |||
| P•••••• asset manager | Bethesda, Md · principal | 24 | 11 | 1 | +10 | 4.2% | |||
| E••••• J•••• national BD | Springfield, Il | 24 | 2 | 1 | +1 | 4.2% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Mentor, Oh | 24 | 4 | 1 | +3 | 4.2% | |||
| E••••• J•••• national BD | Eagan, Mn | 24 | 3 | 1 | +2 | 4.2% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Oak Brook, Il | 24 | 0 | 1 | -1 | 4.2% | |||
| J••• M••••• S••••••••• L•• wirehouse | Huntington, Ny | 24 | 1 | 1 | 0 | 4.2% | |||
| E••••• J•••• national BD | Cedar Rapids, Ia | 24 | 2 | 1 | +1 | 4.2% | |||
| M••••• S•••••• wirehouse | Stuart, Fl | 24 | 4 | 1 | +3 | 4.2% | |||
| W••••••••• P••••••• independent RIA | Omaha, Ne · principal | 24 | 9 | 1 | +8 | 4.2% | |||
| L•• F•••••••• L•• BD affiliated | Marietta, Ga | 24 | 4 | 1 | +3 | 4.2% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Peachtree Corners, Ga | 23 | 1 | 1 | 0 | 4.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Glen Allen, Va | 23 | 2 | 1 | +1 | 4.3% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Cincinnati, Oh | 23 | 2 | 1 | +1 | 4.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Omaha, Ne | 23 | 6 | 1 | +5 | 4.3% | 2 | ||
| E•••• S••••••••• L•• BD affiliated | Anaheim, Ca | 23 | 4 | 1 | +3 | 4.3% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Menlo Park, Ca | 23 | 6 | 1 | +5 | 4.3% | |||
| C••••••• A•••• M••••••••• L•• independent RIA | Morton, Il · principal | 23 | 8 | 1 | +7 | 4.3% | 1 | ||
| E••••• J•••• national BD | Murfreesboro, Tn | 23 | 3 | 1 | +2 | 4.3% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | La Jolla, Ca | 23 | 4 | 1 | +3 | 4.3% | |||
| M••••• S•••••• wirehouse | Easton, Md | 23 | 0 | 1 | -1 | 4.3% | |||
| O•••• W•••••• I••• BD affiliated | Westlake Village, Ca | 23 | 1 | 1 | 0 | 4.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | New Orleans, La | 23 | 2 | 1 | +1 | 4.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Rocky River, Oh | 23 | 2 | 1 | +1 | 4.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mechanicsburg, Pa | 23 | 2 | 1 | +1 | 4.3% | |||
| T••• H•••••• L•• independent RIA | Foster City, Ca · principal | 23 | 3 | 1 | +2 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Huntsville, Al | 23 | 0 | 1 | -1 | 4.3% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Naples, Fl | 23 | 4 | 1 | +3 | 4.3% | |||
| S••••• W••••• M••••••••• independent RIA | Lincolnshire, Il | 23 | 3 | 1 | +2 | 4.3% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Boca Raton, Fl | 23 | 5 | 1 | +4 | 4.3% | 1 | ||
| E••••• J•••• national BD | Lexington, Ky | 23 | 3 | 1 | +2 | 4.3% |
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.