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 “LINCOLN INVESTMENT” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC BD affiliated | Boise, Id | 17 | 1 | 1 | 0 | 5.9% | |||
| HIGHTOWER ADVISORS, LLC BD affiliated | Mission Woods, Ks | 17 | 6 | 1 | +5 | 5.9% | |||
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC no RAUM | Jacksonville, Fl | 17 | 4 | 1 | +3 | 5.9% | |||
| 4• F•••••••• independent RIA | Charlotte, Nc | 17 | 7 | 1 | +6 | 5.9% | |||
| G•••••••• C•••••• M••••••••• I••• independent RIA | Tulsa, Ok · principal | 17 | 1 | 1 | 0 | 5.9% | |||
| P•••••••• independent RIA | Boston, Ma | 17 | 9 | 1 | +8 | 5.9% | 1 | ||
| T•••• S••••••••• L•• independent RIA | Woodland Hills, Ca · principal | 17 | 1 | 1 | 0 | 5.9% | |||
| L•• F•••••••• L•• BD affiliated | Asheville, Nc | 17 | 2 | 1 | +1 | 5.9% | |||
| R•• C•••••• M••••••• L•• national BD | Miami, Fl | 17 | 1 | 1 | 0 | 5.9% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | Exton, Pa | 17 | 3 | 1 | +2 | 5.9% | |||
| M••••• S•••••• wirehouse | Utica, Ny | 17 | 1 | 1 | 0 | 5.9% | |||
| M••••• S•••••• wirehouse | Spokane, Wa | 17 | 1 | 1 | 0 | 5.9% | |||
| J••• M••••• S••••••••• L•• wirehouse | Manhattan Beach, Ca | 17 | 1 | 1 | 0 | 5.9% | 1 | ||
| S••••• W••••• A•••••••• I••• no RAUM | Richfield, Oh | 17 | 4 | 1 | +3 | 5.9% | |||
| M••••• S•••••• wirehouse | Glens Falls, Ny | 17 | 0 | 1 | -1 | 5.9% | |||
| A•• W•••••• L•• independent RIA | Thomasville, Ga · principal | 17 | 2 | 1 | +1 | 5.9% | |||
| M•••••• P••••••••• P•••••••• L••• independent RIA | Wausau, Wi · principal | 17 | 4 | 1 | +3 | 5.9% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Charleston, Wv | 17 | 1 | 1 | 0 | 5.9% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Johnston, Ia | 17 | 2 | 1 | +1 | 5.9% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Sarasota, Fl | 17 | 0 | 1 | -1 | 5.9% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | The Woodlands, Tx | 17 | 0 | 1 | -1 | 5.9% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Woodbury, Mn | 17 | 2 | 1 | +1 | 5.9% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Radnor, Pa | 17 | 6 | 1 | +5 | 5.9% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Atlanta, Ga | 16 | 4 | 1 | +3 | 6.3% | |||
| E••••• J•••• national BD | Lake St Louis, Mo | 16 | 0 | 1 | -1 | 6.3% | |||
| K••••••• C•••••• M••••••••• L•• independent RIA | Wayne, Pa · principal | 16 | 1 | 1 | 0 | 6.3% | |||
| H•••••• T••••••• • K•••• L•• independent RIA | Edison, Nj | 16 | 2 | 1 | +1 | 6.3% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Portsmouth, Nh | 16 | 2 | 1 | +1 | 6.3% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | West Bend, Wi | 16 | 2 | 1 | +1 | 6.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Fort Wayne, In | 16 | 2 | 1 | +1 | 6.3% | |||
| E••••• J•••• national BD | Odessa, Tx | 16 | 3 | 1 | +2 | 6.3% | |||
| V•••• P••••••• L•• independent RIA | Charlotte, Nc · principal | 16 | 3 | 1 | +2 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Eatontown, Nj | 16 | 1 | 1 | 0 | 6.3% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Washington, Dc | 16 | 1 | 1 | 0 | 6.3% | |||
| P••••••• H••••••• W••••• A•••••••• I••• independent RIA | Kennewick, Wa · principal | 16 | 0 | 1 | -1 | 6.3% | |||
| I••••••••• D••••• A•••••••• L•• independent RIA | Carlsbad, Ca · principal | 16 | 6 | 1 | +5 | 6.3% | |||
| I••••••••• A••••••• N•••••• L•• independent RIA | Columbia, Sc | 16 | 5 | 1 | +4 | 6.3% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Tampa, Fl | 16 | 6 | 1 | +5 | 6.3% | |||
| W•••• F•••• A••••••• wirehouse | Rockford, Il | 16 | 2 | 1 | +1 | 6.3% | |||
| S•• BD affiliated | Troy, Mi | 16 | 1 | 1 | 0 | 6.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Arlington, Tx | 16 | 1 | 1 | 0 | 6.3% | |||
| L•• W•••••• L•• independent RIA | Edison, Nj · principal | 16 | 1 | 1 | 0 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Casper, Wy | 16 | 1 | 1 | 0 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Braintree, Ma | 16 | 0 | 1 | -1 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Wallingford, Ct | 16 | 6 | 1 | +5 | 6.3% | |||
| M•••••• BD affiliated | Tigard, Or | 16 | 3 | 1 | +2 | 6.3% | |||
| C••••••• P••••••• independent RIA | Brookfield, Wi | 16 | 3 | 1 | +2 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Arvada, Co | 16 | 3 | 1 | +2 | 6.3% | |||
| W•••• F•••• A••••••• wirehouse | New Haven, Ct | 16 | 1 | 1 | 0 | 6.3% | |||
| M••••• A•••• M••••••••• C•••• independent RIA | Tysons, Va · principal | 16 | 2 | 1 | +1 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Cheyenne, Wy | 16 | 2 | 1 | +1 | 6.3% | |||
| C•••••• S••••• • C••• I••• national BD | Bedford, Nh | 16 | 1 | 1 | 0 | 6.3% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Glendale, Ca | 16 | 0 | 1 | -1 | 6.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Youngstown, Oh | 16 | 4 | 1 | +3 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Indian Land, Sc | 16 | 4 | 1 | +3 | 6.3% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | West Des Moines, Ia | 16 | 0 | 1 | -1 | 6.3% | |||
| P•••••••• A••••••• national BD | York, Pa | 16 | 6 | 1 | +5 | 6.3% | |||
| C•••••• S••••• • C••• I••• national BD | Mt Kisco, Ny | 16 | 5 | 1 | +4 | 6.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Burnsville, Mn | 16 | 2 | 1 | +1 | 6.3% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Dallas, Tx | 16 | 1 | 1 | 0 | 6.3% |
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.