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 “GOLDMAN SACHS WEALTH SERVICES, L.P.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| MARINER BD affiliated | Brentwood, Mo | 23 | 5 | 1 | +4 | 4.3% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Bronx, Ny | 23 | 0 | 1 | -1 | 4.3% | |||
| ADVICE AND PLANNING SERVICES BD affiliated | Atlanta, Ga | 23 | 7 | 1 | +6 | 4.3% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Nashville, Tn | 23 | 2 | 1 | +1 | 4.3% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Peachtree Corners, Ga | 23 | 1 | 1 | 0 | 4.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Omaha, Ne | 23 | 6 | 1 | +5 | 4.3% | 2 | ||
| L•• F•••••••• L•• BD affiliated | Palm Beach Gardens, Fl | 23 | 4 | 1 | +3 | 4.3% | 2 | ||
| L•• F•••••••• L•• BD affiliated | Temecula, Ca | 23 | 1 | 1 | 0 | 4.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | New Orleans, La | 23 | 2 | 1 | +1 | 4.3% | |||
| D••• D••••••• • C•• independent RIA | Bellevue, Wa | 23 | 2 | 1 | +1 | 4.3% | |||
| L•• F•••••••• L•• BD affiliated | Rochester Hills, Mi | 23 | 2 | 1 | +1 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Syracuse, Ny | 23 | 0 | 1 | -1 | 4.3% | |||
| S•••••••• W••••• G•••• independent RIA | Eden Prairie, Mn · principal | 23 | 1 | 1 | 0 | 4.3% | |||
| E••••• J•••• national BD | Richmond, Va | 23 | 2 | 1 | +1 | 4.3% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Menlo Park, Ca | 23 | 6 | 1 | +5 | 4.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mechanicsburg, Pa | 23 | 2 | 1 | +1 | 4.3% | |||
| S•••••••• A••••••• L•• national BD | Greenwich, Ct | 23 | 2 | 1 | +1 | 4.3% | |||
| C•••••• S••••• • C••• I••• national BD | Naples, Fl | 23 | 4 | 1 | +3 | 4.3% | |||
| C•••••• S••••• • C••• I••• national BD | La Jolla, Ca | 23 | 4 | 1 | +3 | 4.3% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Cincinnati, Oh | 23 | 2 | 1 | +1 | 4.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Glendale, Az | 23 | 0 | 1 | -1 | 4.3% | |||
| C•••••• P••••• W••••• M••••••••• independent RIA | Pittsburgh, Pa · principal | 23 | 5 | 1 | +4 | 4.3% | |||
| C•••••• S••••• • C••• I••• national BD | Encino, Ca | 23 | 6 | 1 | +5 | 4.3% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Boca Raton, Fl | 23 | 5 | 1 | +4 | 4.3% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Rapid City, Sd | 23 | 1 | 1 | 0 | 4.3% | |||
| M••••• S•••••• wirehouse | Toms River, Nj | 23 | 1 | 1 | 0 | 4.3% | |||
| T••• H•••••• L•• independent RIA | Foster City, Ca · principal | 23 | 3 | 1 | +2 | 4.3% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Carmel, In | 23 | 4 | 1 | +3 | 4.3% | |||
| S••••• W••••• A••••••• L•• independent RIA | Boca Raton, Fl · principal | 23 | 8 | 1 | +7 | 4.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Blaine, Mn | 23 | 2 | 1 | +1 | 4.3% | |||
| E•••••• W••••• M••••••••• L•• independent RIA | Arlington, Va · principal | 23 | 9 | 1 | +8 | 4.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Appleton, Wi | 23 | 2 | 1 | +1 | 4.3% | |||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Sarasota, Fl | 23 | 18 | 1 | +17 | 4.3% | |||
| D•••• V•••••• I••••••••• L•• independent RIA | Peoria, Il · principal | 23 | 2 | 1 | +1 | 4.3% | |||
| M•••• L••• • W•••••• L•• independent RIA | Plano, Tx · principal | 23 | 5 | 1 | +4 | 4.3% | |||
| S••••• W••••• M••••••••• independent RIA | Lincolnshire, Il | 23 | 3 | 1 | +2 | 4.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Rocky River, Oh | 23 | 2 | 1 | +1 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Marietta, Ga | 23 | 3 | 1 | +2 | 4.3% | |||
| M••••• S•••••• wirehouse | Vero Beach, Fl | 23 | 1 | 1 | 0 | 4.3% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Green Bay, Wi | 23 | 1 | 1 | 0 | 4.3% | |||
| W•••• F•••• A••••••• wirehouse | Cedar Rapids, Ia | 22 | 3 | 1 | +2 | 4.5% | |||
| B••••••• S••••••••• C•••• independent RIA | Rochester, Ny · principal | 22 | 2 | 1 | +1 | 4.5% | |||
| H•••• F•••••••• S•••••••• I••• independent RIA | Grandville, Mi | 22 | 4 | 1 | +3 | 4.5% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Philadelphia, Pa | 22 | 0 | 1 | -1 | 4.5% | |||
| E•••• S••••••••• L•• BD affiliated | Charlotte, Nc | 22 | 6 | 1 | +5 | 4.5% | |||
| H•••••• S••••••••• A•••• M••••••••• L•• institutional | Dallas, Tx · principal | 22 | 5 | 1 | +4 | 4.5% | |||
| M•••••• BD affiliated | Scottsdale, Az | 22 | 5 | 1 | +4 | 4.5% | 2 | ||
| S•••••••• A••••••• L•• national BD | Santa Barbara, Ca | 22 | 3 | 1 | +2 | 4.5% | |||
| T••••••• A•••• M••••••••• L•• asset manager | Minneapolis, Mn · principal | 22 | 2 | 1 | +1 | 4.5% | |||
| L•• F•••••••• L•• BD affiliated | Philadelphia, Pa | 22 | 1 | 1 | 0 | 4.5% | |||
| C•••••• S••••• • C••• I••• national BD | Reston, Va | 22 | 7 | 1 | +6 | 4.5% | |||
| W•••• F•••• A••••••• wirehouse | Omaha, Ne | 22 | 2 | 1 | +1 | 4.5% | |||
| A•••• C•••••• G••••• L•• independent RIA | Grand Island, Ne · principal | 22 | 2 | 1 | +1 | 4.5% | |||
| W•••• F•••• A••••••• wirehouse | Leawood, Ks | 22 | 2 | 1 | +1 | 4.5% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Greenwood, In | 22 | 0 | 1 | -1 | 4.5% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Marietta, Ga | 22 | 2 | 1 | +1 | 4.5% | |||
| E••••• J•••• national BD | Spring, Tx | 22 | 4 | 1 | +3 | 4.5% | |||
| E••••• J•••• national BD | Prairie Village, Ks | 22 | 2 | 1 | +1 | 4.5% | |||
| J••• M••••• S••••••••• L•• wirehouse | Sarasota, Fl | 22 | 2 | 1 | +1 | 4.5% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Glen Allen, Va | 22 | 0 | 1 | -1 | 4.5% |
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.