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.
65,363 offices matchName search is part of RIA and Wealth Intelligence, so “ONEAMERICA SECURITIES, INC.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS wirehouse | Dublin, Oh | 24 | 2 | 1 | +1 | 4.2% | |||
| CETERA INVESTMENT ADVISERS LLC BD affiliated | Oak Brook, Il | 24 | 0 | 1 | -1 | 4.2% | |||
| WELLS FARGO ADVISORS wirehouse | Georgetown, Tx | 24 | 2 | 1 | +1 | 4.2% | |||
| J••• M••••• S••••••••• L•• wirehouse | Huntington, Ny | 24 | 1 | 1 | 0 | 4.2% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Wakefield, Ma | 24 | 5 | 1 | +4 | 4.2% | |||
| F•••••• F•••••••• A•••••••• L•• independent RIA | Sarasota, Fl | 23 | 18 | 1 | +17 | 4.3% | |||
| S••••• W••••• A••••••• L•• independent RIA | Boca Raton, Fl · principal | 23 | 8 | 1 | +7 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Green Bay, Wi | 23 | 1 | 1 | 0 | 4.3% | |||
| E•••• S••••••••• L•• BD affiliated | Anaheim, Ca | 23 | 4 | 1 | +3 | 4.3% | |||
| T••• H•••••• L•• independent RIA | Foster City, Ca · principal | 23 | 3 | 1 | +2 | 4.3% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Atlanta, Ga | 23 | 7 | 1 | +6 | 4.3% | |||
| L•• F•••••••• L•• BD affiliated | Temecula, Ca | 23 | 1 | 1 | 0 | 4.3% | |||
| M•••••• independent RIA | Brentwood, Mo | 23 | 5 | 1 | +4 | 4.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Appleton, Wi | 23 | 2 | 1 | +1 | 4.3% | |||
| R•• C•••••• M••••••• L•• national BD | Stamford, Ct | 23 | 1 | 1 | 0 | 4.3% | |||
| L•• F•••••••• L•• BD affiliated | Sewickley, Pa | 23 | 1 | 1 | 0 | 4.3% | |||
| E••••• J•••• national BD | Franklin, Tn | 23 | 1 | 1 | 0 | 4.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Blaine, Mn | 23 | 2 | 1 | +1 | 4.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Glen Allen, Va | 23 | 2 | 1 | +1 | 4.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Glendale, Az | 23 | 0 | 1 | -1 | 4.3% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Boca Raton, Fl | 23 | 5 | 1 | +4 | 4.3% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Alexandria, Va | 23 | 2 | 1 | +1 | 4.3% | 1 | ||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Nashville, Tn | 23 | 2 | 1 | +1 | 4.3% | |||
| C••••• S••••• I••••••••• A••••••• institutional | Harrisburg, Pa · principal | 23 | 4 | 1 | +3 | 4.3% | |||
| R•• C•••••• M••••••• L•• national BD | Williamsville, Ny | 23 | 1 | 1 | 0 | 4.3% | |||
| L•• F•••••••• L•• BD affiliated | Palm Beach Gardens, Fl | 23 | 4 | 1 | +3 | 4.3% | 2 | ||
| L•• F•••••••• L•• BD affiliated | Philadelphia, Pa | 23 | 2 | 1 | +1 | 4.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Bronx, Ny | 23 | 0 | 1 | -1 | 4.3% | |||
| S•••••••• W••••• G•••• independent RIA | Eden Prairie, Mn · principal | 23 | 1 | 1 | 0 | 4.3% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Sunnyvale, Ca | 23 | 6 | 1 | +5 | 4.3% | 1 | ||
| E••••• J•••• national BD | Richmond, Va | 23 | 2 | 1 | +1 | 4.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Omaha, Ne | 23 | 6 | 1 | +5 | 4.3% | 2 | ||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Cincinnati, Oh | 23 | 2 | 1 | +1 | 4.3% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Menlo Park, Ca | 23 | 6 | 1 | +5 | 4.3% | |||
| S•••••••• A••••••• L•• brokerage advisory | Greenwich, Ct | 23 | 2 | 1 | +1 | 4.3% | |||
| C•••••• P••••• W••••• M••••••••• independent RIA | Pittsburgh, Pa · principal | 23 | 5 | 1 | +4 | 4.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | New Orleans, La | 23 | 2 | 1 | +1 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Syracuse, Ny | 23 | 0 | 1 | -1 | 4.3% | |||
| M••••• S•••••• wirehouse | Vero Beach, Fl | 23 | 1 | 1 | 0 | 4.3% | 1 | ||
| M••••• S•••••• wirehouse | Toms River, Nj | 23 | 1 | 1 | 0 | 4.3% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Naples, Fl | 23 | 4 | 1 | +3 | 4.3% | |||
| E••••• J•••• national BD | Murfreesboro, Tn | 23 | 3 | 1 | +2 | 4.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mechanicsburg, Pa | 23 | 2 | 1 | +1 | 4.3% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | La Jolla, Ca | 23 | 4 | 1 | +3 | 4.3% | |||
| S••••• W••••• M••••••••• independent RIA | Lincolnshire, Il | 23 | 3 | 1 | +2 | 4.3% | |||
| L•• F•••••••• L•• BD affiliated | Rochester Hills, Mi | 23 | 2 | 1 | +1 | 4.3% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Carmel, In | 23 | 4 | 1 | +3 | 4.3% | |||
| L•• F•••••••• L•• BD affiliated | Rapid City, Sd | 23 | 1 | 1 | 0 | 4.3% | |||
| E••••• J•••• national BD | Lexington, Ky | 23 | 3 | 1 | +2 | 4.3% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Encino, Ca | 23 | 6 | 1 | +5 | 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% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Peachtree Corners, Ga | 23 | 1 | 1 | 0 | 4.3% | |||
| C••••••• A•••• M••••••••• L•• independent RIA | Morton, Il · principal | 23 | 8 | 1 | +7 | 4.3% | 1 | ||
| E•••••• W••••• M••••••••• L•• independent RIA | Arlington, Va · principal | 23 | 9 | 1 | +8 | 4.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Rocky River, Oh | 23 | 2 | 1 | +1 | 4.3% | |||
| W•••• F•••• A••••••• wirehouse | Cedar Rapids, Ia | 22 | 3 | 1 | +2 | 4.5% | |||
| E•••• S••••••••• L•• BD affiliated | Charlotte, Nc | 22 | 6 | 1 | +5 | 4.5% | |||
| E•••• S••••••••• L•• BD affiliated | Brooklyn, Ny | 22 | 1 | 1 | 0 | 4.5% | |||
| H•••••• S••••••••• A•••• M••••••••• L•• institutional | Dallas, Tx · principal | 22 | 5 | 1 | +4 | 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.