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 “PRIMERICA ADVISORS” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| THRIVENT INVESTMENT MANAGEMENT INC. BD affiliated | Scottsdale, Az | 21 | 1 | 1 | 0 | 4.8% | |||
| LPL FINANCIAL LLC BD affiliated | San Ramon, Ca | 21 | 3 | 1 | +2 | 4.8% | 1 | ||
| STRATOS WEALTH PARTNERS, LTD BD affiliated | Scottsdale, Az | 21 | 1 | 1 | 0 | 4.8% | |||
| C•••••• S••••• • C••• I••• national BD | Troy, Mi | 21 | 5 | 1 | +4 | 4.8% | |||
| C•••••• S••••• • C••• I••• national BD | Sunnyvale, Ca | 21 | 4 | 1 | +3 | 4.8% | 1 | ||
| R•••••• J•••• • A••••••••• I••• national BD | Virginia Beach, Va | 21 | 0 | 1 | -1 | 4.8% | |||
| R•• C•••••• M••••••• L•• national BD | Arlington, Va | 21 | 3 | 1 | +2 | 4.8% | |||
| W•••• F•••• A••••••• wirehouse | Mission Viejo, Ca | 21 | 1 | 1 | 0 | 4.8% | |||
| O•••• I••••••••• I••• BD affiliated | New York, Ny | 21 | 2 | 1 | +1 | 4.8% | 1 | ||
| P•••• A•••••••• I••• asset manager | Malvern, Pa · principal | 21 | 7 | 1 | +6 | 4.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Bellevue, Wa | 21 | 2 | 1 | +1 | 4.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Charleston, Wv | 21 | 2 | 1 | +1 | 4.8% | |||
| L•• F•••••••• L•• BD affiliated | Beaverton, Or | 21 | 1 | 1 | 0 | 4.8% | |||
| T••••••• I••••••••• M••••••••• institutional | Madison, Wi · principal | 21 | 1 | 1 | 0 | 4.8% | |||
| S••• M••••••• A•••••••• L•• independent RIA | Atlanta, Ga · principal | 21 | 4 | 1 | +3 | 4.8% | |||
| L•• F•••••••• L•• BD affiliated | Branford, Ct | 21 | 2 | 1 | +1 | 4.8% | |||
| E••••• J•••• national BD | Abilene, Tx | 21 | 0 | 1 | -1 | 4.8% | |||
| J••• M••••• S••••••••• L•• wirehouse | Spring, Tx | 21 | 4 | 1 | +3 | 4.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Montvale, Nj | 21 | 1 | 1 | 0 | 4.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Webster, Tx | 20 | 4 | 1 | +3 | 5.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Laguna Niguel, Ca | 20 | 1 | 1 | 0 | 5.0% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Lexington, Ma | 20 | 2 | 1 | +1 | 5.0% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Charlotte, Nc | 20 | 0 | 1 | -1 | 5.0% | |||
| O•••• W•••••• I••• BD affiliated | Fort Wayne, In | 20 | 2 | 1 | +1 | 5.0% | |||
| C•••••• independent RIA | Tulsa, Ok | 20 | 20 | 1 | +19 | 5.0% | |||
| S•••••••• W••••• P•••••••• L••• independent RIA | Independence, Oh · principal | 20 | 3 | 1 | +2 | 5.0% | |||
| M•••• F•••••••• A••••••• BD affiliated | Sheboygan Falls, Wi | 20 | 1 | 1 | 0 | 5.0% | |||
| C•••••• A••••••• BD affiliated | Getzville, Ny | 20 | 0 | 1 | -1 | 5.0% | |||
| O•••• W•••••• I••• BD affiliated | Boston, Ma | 20 | 8 | 1 | +7 | 5.0% | 2 | ||
| M••••• G••••• A••••••• I••• independent RIA | Newport Beach, Ca | 20 | 4 | 1 | +3 | 5.0% | |||
| B•••• H•••• I••••••••• L••• independent RIA | Rye Brook, Ny · principal | 20 | 5 | 1 | +4 | 5.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Pittsburgh, Pa | 20 | 6 | 1 | +5 | 5.0% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Pensacola, Fl | 20 | 2 | 1 | +1 | 5.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Naples, Fl | 20 | 0 | 1 | -1 | 5.0% | |||
| E•••• S••••••••• L•• BD affiliated | Irvine, Ca | 20 | 3 | 1 | +2 | 5.0% | |||
| W••• W••••• G••••• L•• independent RIA | Irvine, Ca · principal | 20 | 7 | 1 | +6 | 5.0% | |||
| R•• F•••••••• A••••••• I•• independent RIA | Philadelphia, Pa · principal | 20 | 5 | 1 | +4 | 5.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Chicago, Il | 20 | 4 | 1 | +3 | 5.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Kirkland, Wa | 20 | 0 | 1 | -1 | 5.0% | |||
| M•••••• I••••••••• A•••••••• L•• mixed wealth | M••••••, Wi · principal | 20 | 2 | 1 | +1 | 5.0% | |||
| S•••••••• A••••••• L•• national BD | Reno, Nv | 20 | 3 | 1 | +2 | 5.0% | |||
| E••••• J•••• national BD | Fort Collins, Co | 20 | 4 | 1 | +3 | 5.0% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Shreveport, La | 20 | 6 | 1 | +5 | 5.0% | |||
| W•••• F•••• A••••••• wirehouse | Alexandria, Va | 20 | 4 | 1 | +3 | 5.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Fairhope, Al | 20 | 1 | 1 | 0 | 5.0% | |||
| M••••• S•••••• wirehouse | Miami Beach, Fl | 20 | 0 | 1 | -1 | 5.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Cleveland, Oh | 20 | 4 | 1 | +3 | 5.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Mclean, Va | 20 | 2 | 1 | +1 | 5.0% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Peoria, Az | 20 | 2 | 1 | +1 | 5.0% | |||
| L•• F•••••••• L•• BD affiliated | Wilmington, Nc | 20 | 3 | 1 | +2 | 5.0% | |||
| S•••••• A•••• M••••••••• L•• other | Chatham, Nj · principal | 20 | 2 | 1 | +1 | 5.0% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | New York, Ny | 20 | 4 | 1 | +3 | 5.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Cockeysville, Md | 20 | 3 | 1 | +2 | 5.0% | |||
| S•••• T••• A••••••• L•• independent RIA | Saratoga Springs, Ny · principal | 20 | 0 | 1 | -1 | 5.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Mobile, Al | 20 | 2 | 1 | +1 | 5.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Rockville, Md | 20 | 0 | 1 | -1 | 5.0% | |||
| S•••••••• D•••• W••••• M••••••••• A•••••••• L• independent RIA | Pittsburgh, Pa · principal | 20 | 2 | 1 | +1 | 5.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Flower Mound, Tx | 20 | 0 | 1 | -1 | 5.0% | |||
| E••••• J•••• national BD | Charleston, Sc | 20 | 2 | 1 | +1 | 5.0% | |||
| W•••• F•••• A••••••• wirehouse | Peachtree City, Ga | 20 | 4 | 1 | +3 | 5.0% |
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.