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.
65,345 offices matchName search is part of RIA and Wealth Intelligence, so “EAGLE STRATEGIES LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST SECURITIES, INC BD affiliated | Chicago, Il · principal | 87 | 14 | 7 | +7 | 8.0% | |||
| HORNOR, TOWNSEND & KENT, LLC independent RIA | Conshohocken, Pa · principal | 87 | 14 | 7 | +7 | 8.0% | |||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Mount Laurel, Nj | 82 | 8 | 7 | +1 | 8.5% | 1 | ||
| A••• I••••• A••••••• independent RIA | Charlotte, Nc · principal | 81 | 12 | 7 | +5 | 8.6% | |||
| Z•••• I••••••••• M••••••••• I••• mixed wealth | Chicago, Il · principal | 81 | 16 | 7 | +9 | 8.6% | |||
| I••••••••• A••••••• N•••••• L•• independent RIA | Dallas, Tx · principal | 78 | 11 | 7 | +4 | 9.0% | 2 | ||
| L•• E••••••••• L•• BD affiliated | Melville, Ny | 75 | 13 | 7 | +6 | 9.3% | |||
| E•••••••• A•••••••• L•• national BD | Rochester, Ny | 72 | 17 | 7 | +10 | 9.7% | |||
| J••• M••••• S••••••••• L•• wirehouse | Charlotte, Nc | 71 | 16 | 7 | +9 | 9.9% | 1 | ||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | New York, Ny | 70 | 26 | 7 | +19 | 10% | |||
| J••• M••••• S••••••••• L•• wirehouse | Scottsdale, Az | 62 | 7 | 7 | 0 | 11% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Atlanta, Ga | 56 | 5 | 7 | -2 | 13% | 1 | 1 | |
| E•••••••• A•••••••• L•• national BD | Minneapolis, Mn | 55 | 14 | 7 | +7 | 13% | |||
| W•••• F•••• A••••••• wirehouse | Greenville, Sc | 53 | 9 | 7 | +2 | 13% | 1 | ||
| P••• A••••• S••••••••• L•• BD affiliated | Charlotte, Nc | 52 | 8 | 7 | +1 | 13% | |||
| L•• E••••••••• L•• BD affiliated | Wakefield, Ma | 49 | 7 | 7 | 0 | 14% | |||
| L•• E••••••••• L•• BD affiliated | Columbus, Oh | 45 | 6 | 7 | -1 | 16% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lexington, Ky | 43 | 7 | 7 | 0 | 16% | 1 | ||
| T•• F•••••••• A••••••• independent RIA | Greenville, Sc · principal | 43 | 14 | 7 | +7 | 16% | 2 | ||
| C••••••••• F•••••••• N•••••• national BD | Overland Park, Ks | 33 | 3 | 7 | -4 | 21% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Greenwood Village, Co | 31 | 7 | 7 | 0 | 23% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Sarasota, Fl | 30 | 2 | 7 | -5 | 23% | 1 | ||
| G•••••• S•••• W••••• S•••••••• L••• BD affiliated | Canonsburg, Pa | 30 | 7 | 7 | 0 | 23% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Seattle, Wa | 29 | 5 | 7 | -2 | 24% | |||
| K•••••• F•••••••• A••••••• S••••••• independent RIA | Manhattan, Ks · principal | 25 | 3 | 7 | -4 | 28% | 2 | ||
| A••••••••• L••• other | Houston, Tx | 24 | 3 | 7 | -4 | 29% | 2 | ||
| F••••••••• C•••••• independent RIA | Las Vegas, Nv · principal | 21 | 5 | 7 | -2 | 33% | |||
| E•••••••• A•••••••• L•• national BD | Las Vegas, Nv | 18 | 3 | 7 | -4 | 39% | |||
| C••••••••• F•••••••• N•••••• national BD | Pittsburgh, Pa | 18 | 2 | 7 | -5 | 39% | 2 | 1 | |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Fayetteville, Ar | 12 | 1 | 7 | -6 | 58% | 1 | ||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Seattle, Wa | 11 | 1 | 7 | -6 | 64% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Madison, Wi | 10 | 1 | 7 | -6 | 70% | 2 | ||
| S•••••••• A••••••• L•• national BD | Merrimack, Nh | 925 | 129 | 6 | +123 | 0.6% | |||
| S•••••••• A••••••• L•• national BD | Greenwood Village, Co | 740 | 114 | 6 | +108 | 0.8% | |||
| M••••• S•••••• wirehouse | San Francisco, Ca | 570 | 32 | 6 | +26 | 1.1% | 2 | ||
| J• W• C••• A•••••••• I••• BD affiliated | Tampa, Fl · principal | 493 | 62 | 6 | +56 | 1.2% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Milwaukee, Wi · principal | 458 | 44 | 6 | +38 | 1.3% | |||
| G•• S••••••••• I••• BD affiliated | Palm Beach Gardens, Fl · principal | 447 | 28 | 6 | +22 | 1.3% | 1 | ||
| M••••• S•••••• wirehouse | Houston, Tx | 387 | 20 | 6 | +14 | 1.6% | |||
| E• W••••• A••••••• independent RIA | Torrance, Ca · principal | 337 | 99 | 6 | +93 | 1.8% | |||
| O••••••••• • C•• I••• BD affiliated | New York, Ny · principal | 274 | 25 | 6 | +19 | 2.2% | 1 | ||
| C•••••• S••••• • C••• I••• national BD | Austin, Tx | 259 | 43 | 6 | +37 | 2.3% | 1 | ||
| N••••• A•••• M••••••••• L•• mixed wealth | Chicago, Il · principal | 252 | 43 | 6 | +37 | 2.4% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | New York, Ny | 243 | 29 | 6 | +23 | 2.5% | 1 | 3 | |
| F•••••••• I••••••••• C••••••••• institutional | Pittsburgh, Pa · principal | 242 | 15 | 6 | +9 | 2.5% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Houston, Tx | 240 | 18 | 6 | +12 | 2.5% | 1 | ||
| R••••••••• C•••••• M••••••••• BD affiliated | New York, Ny · principal | 226 | 58 | 6 | +52 | 2.7% | 2 | ||
| K•••••• O• C••••••• A•••• A••••••• L•• institutional | New Haven, Ct · principal | 222 | 42 | 6 | +36 | 2.7% | 1 | ||
| S•••••••• A••••••• L•• national BD | New York, Ny | 217 | 14 | 6 | +8 | 2.8% | 1 | ||
| C••••••• S••••••••• I••• BD affiliated | Johnston, Ri · principal | 214 | 30 | 6 | +24 | 2.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bloomfield Hills, Mi | 201 | 10 | 6 | +4 | 3.0% | |||
| C••••••• M••••••••• I••••••••• A•••••••• L•• asset manager | Boston, Ma · principal | 200 | 35 | 6 | +29 | 3.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Los Angeles, Ca | 193 | 24 | 6 | +18 | 3.1% | 1 | ||
| S••••• W••••• A•••••••• I••• no RAUM | Westlake, Tx | 186 | 92 | 6 | +86 | 3.2% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Paramus, Nj | 184 | 13 | 6 | +7 | 3.3% | 2 | ||
| V••• F•••••••• A•••••••• I••• BD affiliated | Boston, Ma | 174 | 154 | 6 | +148 | 3.4% | 9 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Cincinnati, Oh | 156 | 11 | 6 | +5 | 3.8% | |||
| W•••• F•••• A••••••• wirehouse | Columbia, Md | 152 | 38 | 6 | +32 | 3.9% | |||
| J••• M••••• S••••••••• L•• wirehouse | Brooklyn, Ny | 149 | 26 | 6 | +20 | 4.0% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Denver, Co | 146 | 17 | 6 | +11 | 4.1% |
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.