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 “STIFEL, NICOLAUS & COMPANY, INCORPORATED” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. national BD | Greenwood, In | 22 | 0 | 1 | -1 | 4.5% | |||
| WELLS FARGO ADVISORS wirehouse | Leawood, Ks | 22 | 2 | 1 | +1 | 4.5% | |||
| FEFA FINANCIAL independent RIA | Saint Louis, Mo · principal | 22 | 4 | 1 | +3 | 4.5% | |||
| E••••• J•••• national BD | Murfreesboro, Tn | 22 | 2 | 1 | +1 | 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% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Roslyn, Ny | 22 | 5 | 1 | +4 | 4.5% | |||
| W•••• F•••• A••••••• wirehouse | Cedar Rapids, Ia | 22 | 3 | 1 | +2 | 4.5% | |||
| E••••• J•••• national BD | Lees Summit, Mo | 22 | 3 | 1 | +2 | 4.5% | |||
| L•• F•••••••• L•• BD affiliated | Grand Island, Ne | 22 | 1 | 1 | 0 | 4.5% | |||
| E••••• J•••• national BD | Lexington, Ky | 22 | 2 | 1 | +1 | 4.5% | |||
| P•••••••• A••••••• national BD | Metairie, La | 22 | 4 | 1 | +3 | 4.5% | |||
| S•••••••• A••••••• L•• national BD | Columbia, Md | 22 | 1 | 1 | 0 | 4.5% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | White Plains, Ny | 22 | 6 | 1 | +5 | 4.5% | |||
| H•••• F•••••••• S•••••••• I••• independent RIA | Grandville, Mi | 22 | 4 | 1 | +3 | 4.5% | |||
| E••••• J•••• national BD | Waco, Tx | 22 | 2 | 1 | +1 | 4.5% | |||
| B••••••• S••••••••• C•••• independent RIA | Rochester, Ny · principal | 22 | 2 | 1 | +1 | 4.5% | |||
| C•••••• G•••• P•••••• C••••• S•••••••• I••• independent RIA | New York, Ny | 22 | 6 | 1 | +5 | 4.5% | |||
| L•• F•••••••• L•• BD affiliated | Alexandria, Va | 22 | 1 | 1 | 0 | 4.5% | 1 | ||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Bellevue, Wa | 22 | 7 | 1 | +6 | 4.5% | |||
| M•••••• BD affiliated | Scottsdale, Az | 22 | 5 | 1 | +4 | 4.5% | 2 | ||
| 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% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Holmdel, Nj | 22 | 2 | 1 | +1 | 4.5% | |||
| J••• M••••• S••••••••• L•• wirehouse | Sarasota, Fl | 22 | 2 | 1 | +1 | 4.5% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mckinney, Tx | 22 | 2 | 1 | +1 | 4.5% | 1 | ||
| E••••• J•••• national BD | Bellingham, Wa | 21 | 1 | 1 | 0 | 4.8% | |||
| O•••• I••••••••• I••• BD affiliated | New York, Ny | 21 | 2 | 1 | +1 | 4.8% | 1 | ||
| C••••••••• I••••••••• A•••••••• L•• independent RIA | Houston, Tx | 21 | 16 | 1 | +15 | 4.8% | 3 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Richmond, Va | 21 | 1 | 1 | 0 | 4.8% | |||
| E••••• J•••• national BD | Abilene, Tx | 21 | 0 | 1 | -1 | 4.8% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Mequon, Wi | 21 | 0 | 1 | -1 | 4.8% | |||
| C•••••• S••••• • C••• I••• national BD | Troy, Mi | 21 | 5 | 1 | +4 | 4.8% | |||
| S•••••••• A••••••• L•• national BD | Taylorsville, Ut | 21 | 0 | 1 | -1 | 4.8% | |||
| W•••• F•••• A••••••• wirehouse | Mission Viejo, Ca | 21 | 1 | 1 | 0 | 4.8% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Tempe, Az | 21 | 13 | 1 | +12 | 4.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Charleston, Wv | 21 | 2 | 1 | +1 | 4.8% | |||
| C•••••• S••••• • C••• I••• national BD | Sunnyvale, Ca | 21 | 4 | 1 | +3 | 4.8% | 1 | ||
| L•• F•••••••• L•• BD affiliated | San Ramon, Ca | 21 | 3 | 1 | +2 | 4.8% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Anchorage, Ak | 21 | 1 | 1 | 0 | 4.8% | |||
| E•••• S••••••••• L•• BD affiliated | Brooklyn, Ny | 21 | 0 | 1 | -1 | 4.8% | |||
| M••••• S•••••• wirehouse | Ann Arbor, Mi | 21 | 2 | 1 | +1 | 4.8% | |||
| P•• W••••• M••••••••• BD affiliated | Louisville, Ky | 21 | 6 | 1 | +5 | 4.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Plymouth, Mn | 21 | 3 | 1 | +2 | 4.8% | |||
| L•• F•••••••• L•• BD affiliated | St George, Ut | 21 | 2 | 1 | +1 | 4.8% | |||
| W••• F•••••••• S•••••••• I••• independent RIA | Mclean, Va · principal | 21 | 1 | 1 | 0 | 4.8% | |||
| S••• M••••••• A•••••••• L•• independent RIA | Atlanta, Ga · principal | 21 | 4 | 1 | +3 | 4.8% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Virginia Beach, Va | 21 | 0 | 1 | -1 | 4.8% | |||
| S•••••• W••••• P•••••••• L•• BD affiliated | Scottsdale, Az | 21 | 1 | 1 | 0 | 4.8% | |||
| L•• E••••••••• L•• BD affiliated | Independence, Oh | 21 | 6 | 1 | +5 | 4.8% | |||
| N••••••••• R••••••• P•••••••• L•• state registered | Cleveland, Oh · principal | 21 | 5 | 1 | +4 | 4.8% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Columbus, Oh | 21 | 1 | 1 | 0 | 4.8% | |||
| L•• F•••••••• L•• BD affiliated | Saratoga Springs, Ny | 21 | 9 | 1 | +8 | 4.8% | 2 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Montvale, Nj | 21 | 1 | 1 | 0 | 4.8% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Everett, Wa | 21 | 2 | 1 | +1 | 4.8% | |||
| B••••• G••••• A•••••• N••••••• L•• independent RIA | Atlanta, Ga · principal | 21 | 0 | 1 | -1 | 4.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Guilford, Ct | 21 | 1 | 1 | 0 | 4.8% | |||
| J••• M••••• S••••••••• L•• wirehouse | Spring, Tx | 21 | 4 | 1 | +3 | 4.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Downers Grove, Il | 21 | 3 | 1 | +2 | 4.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Bellevue, Wa | 21 | 2 | 1 | +1 | 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.