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 “OPPENHEIMER & CO. INC.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES BD affiliated | Chicago, Il | 20 | 4 | 1 | +3 | 5.0% | |||
| CORIENT independent RIA | Tulsa, Ok | 20 | 20 | 1 | +19 | 5.0% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Pensacola, Fl | 20 | 2 | 1 | +1 | 5.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Fairhope, Al | 20 | 1 | 1 | 0 | 5.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Kirkland, Wa | 20 | 0 | 1 | -1 | 5.0% | |||
| M••••• S•••••• wirehouse | Medford, Or | 20 | 1 | 1 | 0 | 5.0% | |||
| S•••••• A•••• M••••••••• L•• other | Chatham, Nj · principal | 20 | 2 | 1 | +1 | 5.0% | |||
| E••••• J•••• national BD | Fort Collins, Co | 20 | 4 | 1 | +3 | 5.0% | |||
| M•••• F•••••••• A••••••• BD affiliated | Sheboygan Falls, Wi | 20 | 1 | 1 | 0 | 5.0% | |||
| S•••• T••• A••••••• L•• independent RIA | Saratoga Springs, Ny · principal | 20 | 0 | 1 | -1 | 5.0% | |||
| B•••• H•••• I••••••••• L••• independent RIA | Rye Brook, Ny · principal | 20 | 5 | 1 | +4 | 5.0% | |||
| M•• A•••• M••••••••• L•• mixed wealth | Conshohocken, Pa · principal | 19 | 4 | 1 | +3 | 5.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | State College, Pa | 19 | 1 | 1 | 0 | 5.3% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Coral Gables, Fl | 19 | 2 | 1 | +1 | 5.3% | |||
| S•••• W•••••• L•• independent RIA | Omaha, Ne · principal | 19 | 6 | 1 | +5 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Leesburg, Va | 19 | 1 | 1 | 0 | 5.3% | |||
| E•• F•••••••• A••••••• independent RIA | Melville, Ny | 19 | 2 | 1 | +1 | 5.3% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Richmond, Va | 19 | 3 | 1 | +2 | 5.3% | |||
| E•• F•••••••• A••••••• independent RIA | Boca Raton, Fl | 19 | 2 | 1 | +1 | 5.3% | |||
| E••••• J•••• national BD | Tyler, Tx | 19 | 2 | 1 | +1 | 5.3% | |||
| E•••• S••••••••• L•• BD affiliated | Saddle Brook, Nj | 19 | 4 | 1 | +3 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Jackson, Tn | 19 | 1 | 1 | 0 | 5.3% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Bloomington, Mn | 19 | 9 | 1 | +8 | 5.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Bloomfield Hills, Mi | 19 | 4 | 1 | +3 | 5.3% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Columbia, Mo | 19 | 0 | 1 | -1 | 5.3% | |||
| L••••• A•••••••• L•• independent RIA | Plymouth Meeting, Pa · principal | 19 | 3 | 1 | +2 | 5.3% | |||
| F•••• P•••••• F••••••••• I••• independent RIA | Vancouver, Wa · principal | 19 | 2 | 1 | +1 | 5.3% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Florence, Ky | 19 | 0 | 1 | -1 | 5.3% | |||
| O•••• W•••••• I••• BD affiliated | Paramus, Nj | 19 | 0 | 1 | -1 | 5.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Lexington, Ky | 19 | 2 | 1 | +1 | 5.3% | |||
| C••••••••• F•••••••• N•••••• national BD | Cincinnati, Oh | 19 | 2 | 1 | +1 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Wheaton, Il | 19 | 2 | 1 | +1 | 5.3% | 1 | ||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Denver, Co | 19 | 9 | 1 | +8 | 5.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Farmington, Ct | 19 | 0 | 1 | -1 | 5.3% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Farmington Hills, Mi | 19 | 3 | 1 | +2 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Sterling Heights, Mi | 19 | 2 | 1 | +1 | 5.3% | |||
| U••••• C•••••• F•••••••• A••••••• independent RIA | Irving, Tx · principal | 19 | 14 | 1 | +13 | 5.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lynbrook, Ny | 19 | 1 | 1 | 0 | 5.3% | 1 | ||
| B•••••• A•••• M••••••••• I••• independent RIA | Houston, Tx · principal | 19 | 4 | 1 | +3 | 5.3% | |||
| A•••••••• C•••••• M••••••••• L•• other | Los Angeles, Ca · principal | 19 | 4 | 1 | +3 | 5.3% | |||
| M••••• S•••••• wirehouse | Huntington, Wv | 19 | 2 | 1 | +1 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Allentown, Pa | 19 | 3 | 1 | +2 | 5.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Gilbert, Az | 19 | 5 | 1 | +4 | 5.3% | |||
| C•••••• S••••• • C••• I••• national BD | Orange Village, Oh | 19 | 3 | 1 | +2 | 5.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Huntington Beach, Ca | 19 | 1 | 1 | 0 | 5.3% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Lexington, Ky | 19 | 1 | 1 | 0 | 5.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Worcester, Ma | 19 | 2 | 1 | +1 | 5.3% | |||
| O•••• W•••••• I••• BD affiliated | Garden City, Ny | 19 | 0 | 1 | -1 | 5.3% | |||
| H•••••••• F•••••••• S•••••••• I••• asset manager | Radnor, Pa · principal | 19 | 3 | 1 | +2 | 5.3% | |||
| M••••• S•••••• wirehouse | Pittsford, Ny | 19 | 1 | 1 | 0 | 5.3% | |||
| P•••••••• S••••••••• I••• BD affiliated | Addison, Tx | 19 | 3 | 1 | +2 | 5.3% | |||
| O•••• W•••••• I••• BD affiliated | Ellicott City, Md | 19 | 3 | 1 | +2 | 5.3% | |||
| W•••• F•••• A••••••• wirehouse | Canonsburg, Pa | 19 | 2 | 1 | +1 | 5.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Brooklyn, Ny | 19 | 3 | 1 | +2 | 5.3% | |||
| E••••• J•••• national BD | Kirkwood, Mo | 19 | 0 | 1 | -1 | 5.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mobile, Al | 19 | 3 | 1 | +2 | 5.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Rochester, Ny | 19 | 0 | 1 | -1 | 5.3% | |||
| P•••••••• A••••••• national BD | Orlando, Fl | 19 | 5 | 1 | +4 | 5.3% | |||
| C•••••• S••••• • C••• I••• national BD | Cottonwood Heights, Ut | 19 | 3 | 1 | +2 | 5.3% | |||
| C••••••••• F•••••••• N•••••• national BD | Boston, Ma | 19 | 1 | 1 | 0 | 5.3% |
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.