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 |
|---|---|---|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC BD affiliated | Irvine, Ca | 22 | 4 | 1 | +3 | 4.5% | 1 | ||
| BRIGHTON SECURITIES CORP. BD affiliated | Rochester, Ny · principal | 22 | 2 | 1 | +1 | 4.5% | |||
| EDWARD JONES national BD | Spring, Tx | 22 | 4 | 1 | +3 | 4.5% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Charleston, Wv | 22 | 2 | 1 | +1 | 4.5% | |||
| E•••• S••••••••• L•• BD affiliated | Brooklyn, Ny | 22 | 1 | 1 | 0 | 4.5% | |||
| M••••• S•••••• wirehouse | Eugene, Or | 22 | 2 | 1 | +1 | 4.5% | |||
| H•••••• S••••••••• A•••• M••••••••• L•• institutional | Dallas, Tx · principal | 22 | 5 | 1 | +4 | 4.5% | |||
| W•••• F•••• A••••••• wirehouse | Manchester, Nh | 22 | 1 | 1 | 0 | 4.5% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Philadelphia, Pa | 22 | 0 | 1 | -1 | 4.5% | |||
| T••••••• A•••• M••••••••• L•• asset manager | Minneapolis, Mn · principal | 22 | 2 | 1 | +1 | 4.5% | |||
| M•••••• independent RIA | Scottsdale, Az | 22 | 5 | 1 | +4 | 4.5% | 2 | ||
| C•••••• S••••• • C••• I••• brokerage advisory | Reston, Va | 22 | 7 | 1 | +6 | 4.5% | |||
| S•••••••• A••••••• L•• brokerage advisory | Santa Barbara, Ca | 22 | 3 | 1 | +2 | 4.5% | |||
| E••••• J•••• national BD | Prairie Village, Ks | 22 | 2 | 1 | +1 | 4.5% | |||
| W•••• F•••• A••••••• BD affiliated | Omaha, Ne | 22 | 2 | 1 | +1 | 4.5% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Bellevue, Wa | 22 | 7 | 1 | +6 | 4.5% | 1 | ||
| W•••• F•••• A••••••• BD affiliated | Leawood, Ks | 22 | 2 | 1 | +1 | 4.5% | |||
| A•••• C•••••• G••••• L•• independent RIA | Grand Island, Ne · principal | 22 | 2 | 1 | +1 | 4.5% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mckinney, Tx | 22 | 2 | 1 | +1 | 4.5% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Baltimore, Md | 22 | 1 | 1 | 0 | 4.5% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Marietta, Ga | 22 | 2 | 1 | +1 | 4.5% | |||
| M••••• S•••••• wirehouse | Duluth, Ga | 22 | 1 | 1 | 0 | 4.5% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Scottsdale, Az | 22 | 2 | 1 | +1 | 4.5% | |||
| L•• F•••••••• L•• BD affiliated | Florham Park, Nj | 22 | 1 | 1 | 0 | 4.5% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Greenwood, In | 22 | 0 | 1 | -1 | 4.5% | |||
| F••• F•••••••• independent RIA | Saint Louis, Mo · principal | 22 | 4 | 1 | +3 | 4.5% | |||
| E••••• J•••• national BD | Lees Summit, Mo | 22 | 3 | 1 | +2 | 4.5% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Fort Myers, Fl | 22 | 3 | 1 | +2 | 4.5% | |||
| W•••• F•••• A••••••• wirehouse | Cedar Rapids, Ia | 22 | 3 | 1 | +2 | 4.5% | |||
| L•• E••••••••• L•• BD affiliated | Independence, Oh | 22 | 7 | 1 | +6 | 4.5% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Glen Allen, Va | 22 | 0 | 1 | -1 | 4.5% | |||
| E•••• S••••••••• L•• BD affiliated | Charlotte, Nc | 22 | 6 | 1 | +5 | 4.5% | |||
| L•• F•••••••• L•• BD affiliated | Grand Island, Ne | 22 | 1 | 1 | 0 | 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% | |||
| P•••••••• A••••••• BD affiliated | Metairie, La | 22 | 4 | 1 | +3 | 4.5% | |||
| E••••• J•••• national BD | Waco, Tx | 22 | 2 | 1 | +1 | 4.5% | |||
| C•••••• G•••• P•••••• C••••• S•••••••• I••• platform/SMA | New York, Ny | 22 | 6 | 1 | +5 | 4.5% | |||
| H•••• F•••••••• S•••••••• I••• BD affiliated | Grandville, Mi | 22 | 4 | 1 | +3 | 4.5% | |||
| P•••••••• S••••••••• I••• BD affiliated | Elkhorn, Ne | 22 | 2 | 1 | +1 | 4.5% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Marietta, Ga | 22 | 3 | 1 | +2 | 4.5% | |||
| W•••••• F•••••••• A••••••• G•••• L•• independent RIA | Philadelphia, Pa · principal | 22 | 0 | 1 | -1 | 4.5% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Holmdel, Nj | 22 | 2 | 1 | +1 | 4.5% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Guilford, Ct | 21 | 1 | 1 | 0 | 4.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Downers Grove, Il | 21 | 3 | 1 | +2 | 4.8% | |||
| E••••• J•••• national BD | Colleyville, Tx | 21 | 2 | 1 | +1 | 4.8% | |||
| E••••• J•••• national BD | Bellingham, Wa | 21 | 1 | 1 | 0 | 4.8% | |||
| E•••••••• A•••••••• L•• BD affiliated | Carmel, In | 21 | 5 | 1 | +4 | 4.8% | |||
| J••• M••••• S••••••••• L•• wirehouse | Spring, Tx | 21 | 4 | 1 | +3 | 4.8% | |||
| E••••• J•••• national BD | Abilene, Tx | 21 | 0 | 1 | -1 | 4.8% | |||
| L•• F•••••••• L•• BD affiliated | San Ramon, Ca | 21 | 3 | 1 | +2 | 4.8% | 1 | ||
| P•••• A•••••••• I••• asset manager | Malvern, Pa · principal | 21 | 7 | 1 | +6 | 4.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Richmond, Va | 21 | 1 | 1 | 0 | 4.8% | |||
| S•••••••• A••••••• L•• brokerage advisory | Taylorsville, Ut | 21 | 0 | 1 | -1 | 4.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Plymouth, Mn | 21 | 3 | 1 | +2 | 4.8% | |||
| L•• F•••••••• L•• BD affiliated | Branford, Ct | 21 | 2 | 1 | +1 | 4.8% | |||
| O•••• I••••••••• I••• BD affiliated | New York, Ny | 21 | 2 | 1 | +1 | 4.8% | 1 | ||
| M••••• S•••••• wirehouse | Ann Arbor, Mi | 21 | 2 | 1 | +1 | 4.8% | |||
| L•• F•••••••• L•• BD affiliated | Beaverton, Or | 21 | 1 | 1 | 0 | 4.8% | |||
| W•••• F•••• A••••••• wirehouse | Mission Viejo, Ca | 21 | 1 | 1 | 0 | 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.