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 “CHARLES SCHWAB & CO., INC.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS wirehouse | Hunt Valley, Md | 22 | 2 | 1 | +1 | 4.5% | 1 | ||
| EDWARD JONES national BD | Albuquerque, Nm | 22 | 3 | 1 | +2 | 4.5% | |||
| NEWFRONT RETIREMENT SERVICES, INC. institutional | San Mateo, Ca · principal | 22 | 2 | 1 | +1 | 4.5% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Pittsburgh, Pa | 22 | 4 | 1 | +3 | 4.5% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Reston, Va | 22 | 7 | 1 | +6 | 4.5% | |||
| E••••• J•••• national BD | Lees Summit, Mo | 22 | 3 | 1 | +2 | 4.5% | |||
| S•••••••• A••••••• L•• brokerage advisory | Columbia, Md | 22 | 1 | 1 | 0 | 4.5% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Baltimore, Md | 22 | 1 | 1 | 0 | 4.5% | |||
| W•••• F•••• A••••••• wirehouse | Cedar Rapids, Ia | 22 | 3 | 1 | +2 | 4.5% | |||
| J••• M••••• S••••••••• L•• wirehouse | Sarasota, Fl | 22 | 2 | 1 | +1 | 4.5% | |||
| W•••••• F•••••••• A••••••• G•••• L•• independent RIA | Philadelphia, Pa · principal | 22 | 0 | 1 | -1 | 4.5% | |||
| P•••••••• S••••••••• I••• BD affiliated | Elkhorn, Ne | 22 | 2 | 1 | +1 | 4.5% | |||
| C•••••• G•••• P•••••• C••••• S•••••••• I••• platform/SMA | New York, Ny | 22 | 6 | 1 | +5 | 4.5% | |||
| E••••• J•••• national BD | Prairie Village, Ks | 22 | 2 | 1 | +1 | 4.5% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Greenwood, In | 22 | 0 | 1 | -1 | 4.5% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Roslyn, Ny | 22 | 5 | 1 | +4 | 4.5% | |||
| L•• F•••••••• L•• BD affiliated | St George, Ut | 21 | 2 | 1 | +1 | 4.8% | |||
| S•••••••• A••••••• L•• brokerage advisory | Taylorsville, Ut | 21 | 0 | 1 | -1 | 4.8% | |||
| W•••• F•••• A••••••• wirehouse | Toledo, Oh | 21 | 0 | 1 | -1 | 4.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Richmond, Va | 21 | 1 | 1 | 0 | 4.8% | |||
| M••••• S•••••• wirehouse | Ormond Beach, Fl | 21 | 1 | 1 | 0 | 4.8% | |||
| N••••••••• R••••••• P•••••••• L•• state registered | Cleveland, Oh · principal | 21 | 5 | 1 | +4 | 4.8% | |||
| C••••••••• I••••••••• A•••••••• L•• independent RIA | Houston, Tx | 21 | 16 | 1 | +15 | 4.8% | 3 | ||
| E•••• S••••••••• L•• BD affiliated | Brooklyn, Ny | 21 | 0 | 1 | -1 | 4.8% | |||
| E••••• J•••• national BD | Colleyville, Tx | 21 | 2 | 1 | +1 | 4.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Montvale, Nj | 21 | 1 | 1 | 0 | 4.8% | |||
| M•••••• W••••• M••••••••• L•• independent RIA | Fort Wayne, In · principal | 21 | 6 | 1 | +5 | 4.8% | |||
| G•••• V••••• A•••••• G••••• L•• independent RIA | Minnetonka, Mn | 21 | 9 | 1 | +8 | 4.8% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Everett, Wa | 21 | 2 | 1 | +1 | 4.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Downers Grove, Il | 21 | 3 | 1 | +2 | 4.8% | |||
| W•••• F•••• A••••••• wirehouse | Durham, Nc | 21 | 3 | 1 | +2 | 4.8% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Erie, Pa | 21 | 5 | 1 | +4 | 4.8% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Rye Brook, Ny | 21 | 1 | 1 | 0 | 4.8% | |||
| W••• F•••••••• S•••••••• I••• independent RIA | Mclean, Va · principal | 21 | 1 | 1 | 0 | 4.8% | |||
| E••••• J•••• national BD | Bellingham, Wa | 21 | 1 | 1 | 0 | 4.8% | |||
| M••••• S•••••• wirehouse | Ann Arbor, Mi | 21 | 2 | 1 | +1 | 4.8% | |||
| O•••• I••••••••• I••• BD affiliated | New York, Ny | 21 | 2 | 1 | +1 | 4.8% | 1 | ||
| G••••• C•••••• M••••••••• independent RIA | Los Angeles, Ca · principal | 21 | 8 | 1 | +7 | 4.8% | |||
| W•••• F•••• A••••••• wirehouse | Mission Viejo, Ca | 21 | 1 | 1 | 0 | 4.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Guilford, Ct | 21 | 1 | 1 | 0 | 4.8% | |||
| E••••• J•••• national BD | Abilene, Tx | 21 | 0 | 1 | -1 | 4.8% | |||
| E•••••••• A•••••••• L•• BD affiliated | Carmel, In | 21 | 5 | 1 | +4 | 4.8% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Atlanta, Ga | 21 | 6 | 1 | +5 | 4.8% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Columbus, Oh | 21 | 1 | 1 | 0 | 4.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Charleston, Wv | 21 | 2 | 1 | +1 | 4.8% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Troy, Mi | 21 | 5 | 1 | +4 | 4.8% | |||
| S•••••• W••••• P•••••••• L•• BD affiliated | Scottsdale, Az | 21 | 1 | 1 | 0 | 4.8% | |||
| J••• M••••• S••••••••• L•• wirehouse | Spring, Tx | 21 | 4 | 1 | +3 | 4.8% | |||
| S••• M••••••• A•••••••• L•• independent RIA | Atlanta, Ga · principal | 21 | 4 | 1 | +3 | 4.8% | |||
| L•• F•••••••• L•• BD affiliated | San Ramon, Ca | 21 | 3 | 1 | +2 | 4.8% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Branford, Ct | 21 | 2 | 1 | +1 | 4.8% | |||
| J••• M••••• S••••••••• L•• wirehouse | Skokie, Il | 21 | 3 | 1 | +2 | 4.8% | |||
| H•••••••• A•••••••• L•• BD affiliated | Bellevue, Wa | 21 | 2 | 1 | +1 | 4.8% | |||
| B•••• H•••• I••••••••• L••• platform/SMA | Rye Brook, Ny · principal | 21 | 6 | 1 | +5 | 4.8% | |||
| L•• F•••••••• L•• BD affiliated | Beaverton, Or | 21 | 1 | 1 | 0 | 4.8% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | New York, Ny | 21 | 3 | 1 | +2 | 4.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Bellevue, Wa | 21 | 2 | 1 | +1 | 4.8% | |||
| P•• W••••• M••••••••• bank affiliated | Louisville, Ky | 21 | 6 | 1 | +5 | 4.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Roanoke, Va | 21 | 2 | 1 | +1 | 4.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Peoria, Az | 21 | 3 | 1 | +2 | 4.8% |
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.