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 “JANNEY MONTGOMERY SCOTT LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Byron Center, Mi | 19 | 3 | 1 | +2 | 5.3% | |||
| WEALTHSPIRE ADVISORS independent RIA | Melville, Ny | 19 | 19 | 1 | +18 | 5.3% | |||
| MORGAN STANLEY wirehouse | Pittsford, Ny | 19 | 1 | 1 | 0 | 5.3% | |||
| O•••• W•••••• I••• BD affiliated | Paramus, Nj | 19 | 0 | 1 | -1 | 5.3% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Staten Island, Ny | 19 | 1 | 1 | 0 | 5.3% | |||
| A••••• F•••••••• G•••• independent RIA | Salt Lake City, Ut · principal | 19 | 0 | 1 | -1 | 5.3% | |||
| P•••••••• S••••••••• I••• BD affiliated | Grand Rapids, Mi | 19 | 3 | 1 | +2 | 5.3% | |||
| F•••• P•••••• F••••••••• I••• independent RIA | Vancouver, Wa · principal | 19 | 2 | 1 | +1 | 5.3% | |||
| M••••• S•••••• wirehouse | Huntington, Wv | 19 | 2 | 1 | +1 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Columbia, Mo | 19 | 0 | 1 | -1 | 5.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | State College, Pa | 19 | 1 | 1 | 0 | 5.3% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Farmington Hills, Mi | 19 | 3 | 1 | +2 | 5.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lynbrook, Ny | 19 | 1 | 1 | 0 | 5.3% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Canonsburg, Pa | 19 | 2 | 1 | +1 | 5.3% | |||
| S•••• W•••••• L•• independent RIA | Omaha, Ne · principal | 19 | 6 | 1 | +5 | 5.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Ponte Vedra Beach, Fl | 19 | 0 | 1 | -1 | 5.3% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Florence, Ky | 19 | 0 | 1 | -1 | 5.3% | |||
| O•••• W•••••• I••• BD affiliated | Garden City, Ny | 19 | 0 | 1 | -1 | 5.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Jersey City, Nj | 18 | 3 | 1 | +2 | 5.6% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Springfield, Il | 18 | 0 | 1 | -1 | 5.6% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Edmond, Ok | 18 | 2 | 1 | +1 | 5.6% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Addison, Tx | 18 | 2 | 1 | +1 | 5.6% | |||
| P•••••••• A••••••• national BD | Miami, Fl | 18 | 3 | 1 | +2 | 5.6% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | San Francisco, Ca | 18 | 1 | 1 | 0 | 5.6% | |||
| 4• F•••••••• independent RIA | Atlanta, Ga | 18 | 7 | 1 | +6 | 5.6% | |||
| L•• F•••••••• L•• BD affiliated | Hendersonville, Tn | 18 | 1 | 1 | 0 | 5.6% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | New Castle, De | 18 | 2 | 1 | +1 | 5.6% | |||
| C•••••• S••••• • C••• I••• national BD | Novi, Mi | 18 | 2 | 1 | +1 | 5.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Tuscaloosa, Al | 18 | 0 | 1 | -1 | 5.6% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Fort Worth, Tx | 18 | 3 | 1 | +2 | 5.6% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Denver, Co | 18 | 18 | 1 | +17 | 5.6% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Cranberry Township, Pa | 18 | 7 | 1 | +6 | 5.6% | |||
| O•••• W•••••• I••• BD affiliated | Toledo, Oh | 18 | 1 | 1 | 0 | 5.6% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Boston, Ma | 18 | 6 | 1 | +5 | 5.6% | |||
| E•• F•••••••• A••••••• independent RIA | Timonium, Md | 18 | 2 | 1 | +1 | 5.6% | |||
| R•• C•••••• M••••••• L•• national BD | Lake Oswego, Or | 18 | 1 | 1 | 0 | 5.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Santa Clara, Ca | 18 | 4 | 1 | +3 | 5.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Marietta, Ga | 18 | 2 | 1 | +1 | 5.6% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Syracuse, Ny | 18 | 1 | 1 | 0 | 5.6% | |||
| C••••••• institutional | Costa Mesa, Ca | 18 | 18 | 1 | +17 | 5.6% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Williamsville, Ny | 18 | 2 | 1 | +1 | 5.6% | |||
| E••••• J•••• national BD | Folsom, Ca | 18 | 1 | 1 | 0 | 5.6% | |||
| E••••• J•••• national BD | Bend, Or | 18 | 3 | 1 | +2 | 5.6% | |||
| C•••••• M•••••• I•• L•• independent RIA | Arlington, Tx | 18 | 2 | 1 | +1 | 5.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lancaster, Pa | 18 | 0 | 1 | -1 | 5.6% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Raleigh, Nc | 18 | 2 | 1 | +1 | 5.6% | |||
| L•• F•••••••• L•• BD affiliated | Newport News, Va | 18 | 0 | 1 | -1 | 5.6% | |||
| C•••••• S••••• • C••• I••• national BD | Carlsbad, Ca | 18 | 3 | 1 | +2 | 5.6% | |||
| E••••• J•••• national BD | Columbus, Oh | 18 | 0 | 1 | -1 | 5.6% | |||
| O•••• W•••••• I••• BD affiliated | Red Bank, Nj | 18 | 1 | 1 | 0 | 5.6% | |||
| C••• P•••••• W••••• A•••••••• I••• BD affiliated | Boston, Ma | 18 | 1 | 1 | 0 | 5.6% | |||
| M•••••• A•••• P••••••••• L•• independent RIA | Rochester, Mi · principal | 18 | 1 | 1 | 0 | 5.6% | |||
| M••••• S•••••• wirehouse | Hyannis, Ma | 18 | 2 | 1 | +1 | 5.6% | |||
| C••••• D•••• A•••• M••••••••• independent RIA | Baltimore, Md · principal | 18 | 0 | 1 | -1 | 5.6% | |||
| E••••• J•••• national BD | Federal Way, Wa | 18 | 1 | 1 | 0 | 5.6% | |||
| E•• F•••••••• A••••••• independent RIA | Addison, Tx | 18 | 3 | 1 | +2 | 5.6% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Folsom, Ca | 18 | 5 | 1 | +4 | 5.6% | |||
| S••••••• K••••• L•• asset manager | Boston, Ma · principal | 18 | 1 | 1 | 0 | 5.6% | |||
| S•••••••• A••••••• L•• national BD | Carrollton, Tx | 18 | 2 | 1 | +1 | 5.6% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | White Plains, Ny | 18 | 1 | 1 | 0 | 5.6% |
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.