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 “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC BD affiliated | Glen Allen, Va | 23 | 2 | 1 | +1 | 4.3% | |||
| SAVANT WEALTH MANAGEMENT independent RIA | Lincolnshire, Il | 23 | 3 | 1 | +2 | 4.3% | |||
| MORGAN STANLEY wirehouse | Easton, Md | 23 | 0 | 1 | -1 | 4.3% | |||
| C••••••• A•••• M••••••••• L•• independent RIA | Morton, Il · principal | 23 | 8 | 1 | +7 | 4.3% | 1 | ||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Nashville, Tn | 23 | 2 | 1 | +1 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Green Bay, Wi | 23 | 1 | 1 | 0 | 4.3% | |||
| S•••••••• W••••• G•••• independent RIA | Eden Prairie, Mn · principal | 23 | 1 | 1 | 0 | 4.3% | |||
| S•••••••• A••••••• L•• brokerage advisory | Greenwich, Ct | 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 | Appleton, Wi | 23 | 2 | 1 | +1 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Huntsville, Al | 23 | 0 | 1 | -1 | 4.3% | |||
| L•• F•••••••• L•• BD affiliated | Sewickley, Pa | 23 | 1 | 1 | 0 | 4.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Rocky River, Oh | 23 | 2 | 1 | +1 | 4.3% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Cincinnati, Oh | 23 | 2 | 1 | +1 | 4.3% | |||
| C••••• S••••• I••••••••• A••••••• institutional | Harrisburg, Pa · principal | 23 | 4 | 1 | +3 | 4.3% | |||
| L•• F•••••••• L•• BD affiliated | Philadelphia, Pa | 23 | 2 | 1 | +1 | 4.3% | |||
| O•••• W•••••• I••• BD affiliated | Westlake Village, Ca | 23 | 1 | 1 | 0 | 4.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Bronx, Ny | 23 | 0 | 1 | -1 | 4.3% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Carmel, In | 23 | 4 | 1 | +3 | 4.3% | |||
| E••••• J•••• national BD | Richmond, Va | 23 | 2 | 1 | +1 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Marietta, Ga | 23 | 3 | 1 | +2 | 4.3% | |||
| L•• F•••••••• L•• BD affiliated | Palm Beach Gardens, Fl | 23 | 4 | 1 | +3 | 4.3% | 2 | ||
| D•••• V•••••• I••••••••• L•• independent RIA | Peoria, Il · principal | 23 | 2 | 1 | +1 | 4.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Omaha, Ne | 23 | 6 | 1 | +5 | 4.3% | 2 | ||
| M••••• S•••••• wirehouse | Toms River, Nj | 23 | 1 | 1 | 0 | 4.3% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Boca Raton, Fl | 23 | 5 | 1 | +4 | 4.3% | 1 | ||
| E••••• J•••• national BD | Murfreesboro, Tn | 23 | 3 | 1 | +2 | 4.3% | |||
| T••• H•••••• L•• independent RIA | Foster City, Ca · principal | 23 | 3 | 1 | +2 | 4.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Blaine, Mn | 23 | 2 | 1 | +1 | 4.3% | |||
| L•• F•••••••• L•• BD affiliated | Rapid City, Sd | 23 | 1 | 1 | 0 | 4.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Greenwood, In | 22 | 0 | 1 | -1 | 4.5% | |||
| W•••• F•••• A••••••• wirehouse | Cedar Rapids, Ia | 22 | 3 | 1 | +2 | 4.5% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Philadelphia, Pa | 22 | 0 | 1 | -1 | 4.5% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Fort Myers, Fl | 22 | 3 | 1 | +2 | 4.5% | |||
| E•••• S••••••••• L•• BD affiliated | Charlotte, Nc | 22 | 6 | 1 | +5 | 4.5% | |||
| S•••••••• A••••••• L•• brokerage advisory | Santa Barbara, Ca | 22 | 3 | 1 | +2 | 4.5% | |||
| H•••••• S••••••••• A•••• M••••••••• L•• institutional | Dallas, Tx · principal | 22 | 5 | 1 | +4 | 4.5% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Bellevue, Wa | 22 | 7 | 1 | +6 | 4.5% | 1 | ||
| C•••••• G•••• P•••••• C••••• S•••••••• I••• platform/SMA | New York, Ny | 22 | 6 | 1 | +5 | 4.5% | |||
| W•••• F•••• A••••••• wirehouse | Hunt Valley, Md | 22 | 2 | 1 | +1 | 4.5% | 1 | ||
| E••••• J•••• national BD | Lees Summit, Mo | 22 | 3 | 1 | +2 | 4.5% | |||
| T••••••• A•••• M••••••••• L•• asset manager | Minneapolis, Mn · principal | 22 | 2 | 1 | +1 | 4.5% | |||
| W•••• F•••• A••••••• BD affiliated | Omaha, Ne | 22 | 2 | 1 | +1 | 4.5% | |||
| W•••• F•••• A••••••• BD affiliated | Leawood, Ks | 22 | 2 | 1 | +1 | 4.5% | |||
| T• P•••••• C••••• W••••• L•• bank affiliated | White Plains, Ny | 22 | 6 | 1 | +5 | 4.5% | |||
| A•••• C•••••• G••••• L•• independent RIA | Grand Island, Ne · principal | 22 | 2 | 1 | +1 | 4.5% | |||
| L•• F•••••••• L•• BD affiliated | Grand Island, Ne | 22 | 1 | 1 | 0 | 4.5% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Marietta, Ga | 22 | 2 | 1 | +1 | 4.5% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Glen Allen, Va | 22 | 0 | 1 | -1 | 4.5% | |||
| H•••• F•••••••• S•••••••• I••• BD affiliated | Grandville, Mi | 22 | 4 | 1 | +3 | 4.5% | |||
| C••••••• institutional | Chesterton, In | 22 | 0 | 1 | -1 | 4.5% | |||
| J••• M••••• S••••••••• L•• wirehouse | Sarasota, Fl | 22 | 2 | 1 | +1 | 4.5% | |||
| P•••••••• S••••••••• I••• BD affiliated | Wayne, Pa | 22 | 3 | 1 | +2 | 4.5% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Roslyn, Ny | 22 | 5 | 1 | +4 | 4.5% | |||
| S•••••••• A••••••• L•• brokerage advisory | Columbia, Md | 22 | 1 | 1 | 0 | 4.5% | |||
| E••••• J•••• national BD | Spring, Tx | 22 | 4 | 1 | +3 | 4.5% | |||
| E••••• J•••• national BD | Albuquerque, Nm | 22 | 3 | 1 | +2 | 4.5% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Irvine, Ca | 22 | 4 | 1 | +3 | 4.5% | 1 | ||
| G••••••• independent RIA | Miami, Fl · principal | 22 | 3 | 1 | +2 | 4.5% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mckinney, Tx | 22 | 2 | 1 | +1 | 4.5% | 1 |
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.