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 “W&S BROKERAGE SERVICES, INC.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY wirehouse | Hyannis, Ma | 18 | 2 | 1 | +1 | 5.6% | 1 | ||
| KESTRA ADVISORY SERVICES, LLC BD affiliated | Fort Worth, Tx | 18 | 3 | 1 | +2 | 5.6% | |||
| PRIVATE ADVISOR GROUP, LLC BD affiliated | Reston, Va | 18 | 3 | 1 | +2 | 5.6% | |||
| C•••••• C••••• G••••• I••• no RAUM | Chicago, Il | 18 | 2 | 1 | +1 | 5.6% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Boston, Ma | 18 | 5 | 1 | +4 | 5.6% | |||
| E••••• J•••• national BD | Des Moines, Ia | 18 | 4 | 1 | +3 | 5.6% | |||
| W•••• F•••• A••••••• wirehouse | Napa, Ca | 18 | 4 | 1 | +3 | 5.6% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Vancouver, Wa | 18 | 0 | 1 | -1 | 5.6% | 1 | ||
| S•••••••• A••••••• L•• brokerage advisory | Hudson, Nh | 18 | 2 | 1 | +1 | 5.6% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Newton Lower Falls, Ma | 18 | 1 | 1 | 0 | 5.6% | |||
| L•• F•••••••• L•• BD affiliated | Encino, Ca | 18 | 2 | 1 | +1 | 5.6% | |||
| E••••• F•••••••• N••••••• I••• independent RIA | Fort Washington, Pa · principal | 17 | 3 | 1 | +2 | 5.9% | |||
| C•••••• L•• independent RIA | Charlotte, Nc | 17 | 6 | 1 | +5 | 5.9% | |||
| B••••••• W••••• P•••••••• L•• independent RIA | Minnetonka, Mn · principal | 17 | 3 | 1 | +2 | 5.9% | |||
| A••••••••• L•• independent RIA | San Francisco, Ca | 17 | 2 | 1 | +1 | 5.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Naperville, Il | 17 | 2 | 1 | +1 | 5.9% | |||
| W•••• F•••• A••••••• wirehouse | Traverse City, Mi | 17 | 1 | 1 | 0 | 5.9% | |||
| W•••• F•••• A••••••• wirehouse | Hagerstown, Md | 17 | 0 | 1 | -1 | 5.9% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Sacramento, Ca | 17 | 1 | 1 | 0 | 5.9% | |||
| E•••• S••••••••• L•• BD affiliated | Honolulu, Hi | 17 | 5 | 1 | +4 | 5.9% | |||
| S••••• F•••••••• independent RIA | Springfield, Il · principal | 17 | 2 | 1 | +1 | 5.9% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Jacksonville, Fl | 17 | 4 | 1 | +3 | 5.9% | |||
| M•••••• independent RIA | San Diego, Ca | 17 | 0 | 1 | -1 | 5.9% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Los Angeles, Ca | 17 | 4 | 1 | +3 | 5.9% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Manasquan, Nj | 17 | 2 | 1 | +1 | 5.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Greensburg, Pa | 17 | 1 | 1 | 0 | 5.9% | |||
| O••••••••• • C•• I••• BD affiliated | North Palm Beach, Fl | 17 | 0 | 1 | -1 | 5.9% | |||
| M••••• F••••••••• L•• independent RIA | Waltham, Ma · principal | 17 | 2 | 1 | +1 | 5.9% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Melville, Ny | 17 | 0 | 1 | -1 | 5.9% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Radnor, Pa | 17 | 6 | 1 | +5 | 5.9% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Henderson, Nv | 17 | 1 | 1 | 0 | 5.9% | |||
| R•• C•••••• M••••••• L•• national BD | Miami, Fl | 17 | 1 | 1 | 0 | 5.9% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Exton, Pa | 17 | 2 | 1 | +1 | 5.9% | |||
| B•••••• W••••• P•••••••• L•• independent RIA | Marion, Ma · principal | 17 | 3 | 1 | +2 | 5.9% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lisle, Il | 17 | 3 | 1 | +2 | 5.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chester, Nj | 17 | 0 | 1 | -1 | 5.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Ocala, Fl | 17 | 0 | 1 | -1 | 5.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bonita Springs, Fl | 17 | 2 | 1 | +1 | 5.9% | |||
| H•••••••• A•••••••• L•• BD affiliated | Mission Woods, Ks | 17 | 6 | 1 | +5 | 5.9% | |||
| F•••••• L•• no RAUM | Brookfield, Wi · principal | 17 | 3 | 1 | +2 | 5.9% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Charleston, Wv | 17 | 1 | 1 | 0 | 5.9% | |||
| S••••• W••••• A•••••••• I••• brokerage advisory | Richfield, Oh | 17 | 4 | 1 | +3 | 5.9% | |||
| C••••••• S••• I••••••••• C••••••••• independent RIA | Pasadena, Ca · principal | 17 | 3 | 1 | +2 | 5.9% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Sarasota, Fl | 17 | 0 | 1 | -1 | 5.9% | |||
| P•• W••••• M••••••••• bank affiliated | Carmel, In | 17 | 2 | 1 | +1 | 5.9% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Brooklyn Park, Mn | 17 | 1 | 1 | 0 | 5.9% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Boise, Id | 17 | 1 | 1 | 0 | 5.9% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Auburn Hills, Mi | 17 | 3 | 1 | +2 | 5.9% | |||
| C••••••••• F•••••••• N•••••• national BD | West Hartford, Ct | 17 | 2 | 1 | +1 | 5.9% | |||
| T• P•••••• C••••• W••••• L•• bank affiliated | Exton, Pa | 17 | 3 | 1 | +2 | 5.9% | |||
| S•• I••••••••• S••••••• independent RIA | Sylvania, Oh · principal | 17 | 2 | 1 | +1 | 5.9% | |||
| G•••••••• C•••••• M••••••••• I••• independent RIA | Tulsa, Ok · principal | 17 | 1 | 1 | 0 | 5.9% | |||
| D•••• W••••• A••••••• independent RIA | Lehi, Ut · principal | 17 | 3 | 1 | +2 | 5.9% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Fairfield, Nj | 17 | 1 | 1 | 0 | 5.9% | |||
| L•• F•••••••• L•• BD affiliated | Gainesville, Fl | 17 | 3 | 1 | +2 | 5.9% | |||
| M••••• S•••••• wirehouse | Utica, Ny | 17 | 1 | 1 | 0 | 5.9% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Greensboro, Nc | 17 | 1 | 1 | 0 | 5.9% | |||
| M••••• S•••••• wirehouse | Spokane, Wa | 17 | 1 | 1 | 0 | 5.9% | |||
| H•••••• S••••••••• I••• BD affiliated | Sherman Oaks, Ca | 17 | 0 | 1 | -1 | 5.9% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Washington, Dc | 17 | 1 | 1 | 0 | 5.9% |
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.