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 “&PARTNERS” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC BD affiliated | Midland, Tx | 15 | 5 | 1 | +4 | 6.7% | |||
| STIFEL, NICOLAUS & COMPANY, INCORPORATED national BD | Phoenix, Az | 15 | 0 | 1 | -1 | 6.7% | |||
| F/M INVESTMENTS LLC asset manager | Washington, Dc · principal | 15 | 3 | 1 | +2 | 6.7% | |||
| J••• M••••• S••••••••• L•• wirehouse | Paramus, Nj | 15 | 1 | 1 | 0 | 6.7% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Miami Beach, Fl | 15 | 3 | 1 | +2 | 6.7% | |||
| J••• M••••• S••••••••• L•• wirehouse | Akron, Oh | 15 | 0 | 1 | -1 | 6.7% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Fairfax, Va | 15 | 3 | 1 | +2 | 6.7% | |||
| W•••• F•••• A••••••• wirehouse | Lynchburg, Va | 15 | 2 | 1 | +1 | 6.7% | |||
| C••••••••• W••••• A••••••• independent RIA | Cincinnati, Oh · principal | 15 | 2 | 1 | +1 | 6.7% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Metairie, La | 15 | 3 | 1 | +2 | 6.7% | |||
| E•••• S••••••••• L•• BD affiliated | Pittsburgh, Pa | 15 | 4 | 1 | +3 | 6.7% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Conshohocken, Pa | 15 | 3 | 1 | +2 | 6.7% | |||
| L••• independent RIA | Boca Raton, Fl | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Eau Claire, Wi | 15 | 5 | 1 | +4 | 6.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Tempe, Az | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Spokane Valley, Wa | 15 | 1 | 1 | 0 | 6.7% | |||
| K••••• A•••••••• I••• BD affiliated | Fort Lauderdale, Fl | 15 | 3 | 1 | +2 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Grand Forks, Nd | 15 | 2 | 1 | +1 | 6.7% | |||
| M•••••• BD affiliated | Omaha, Ne | 15 | 3 | 1 | +2 | 6.7% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | San Diego, Ca | 15 | 4 | 1 | +3 | 6.7% | |||
| W•••• F•••• A••••••• wirehouse | Brea, Ca | 15 | 0 | 1 | -1 | 6.7% | 1 | ||
| H••••••• W••••• A••••••• independent RIA | Richmond, Va · principal | 15 | 3 | 1 | +2 | 6.7% | |||
| C•••••• S••••• • C••• I••• national BD | Naperville, Il | 15 | 2 | 1 | +1 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | West Seneca, Ny | 15 | 3 | 1 | +2 | 6.7% | |||
| C•••••• S••••• • C••• I••• national BD | Glen Allen, Va | 15 | 2 | 1 | +1 | 6.7% | |||
| E•••••••• A•••••••• L•• national BD | Greenville, Sc | 15 | 4 | 1 | +3 | 6.7% | |||
| W•••• F•••• A••••••• wirehouse | Concord, Nc | 15 | 3 | 1 | +2 | 6.7% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | San Ramon, Ca | 15 | 1 | 1 | 0 | 6.7% | |||
| G•••••• W••••• P•••••••• L•• independent RIA | Glastonbury, Ct | 15 | 3 | 1 | +2 | 6.7% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Newtown, Pa | 15 | 4 | 1 | +3 | 6.7% | 1 | ||
| L•• E••••••••• L•• BD affiliated | Louisville, Ky | 15 | 3 | 1 | +2 | 6.7% | |||
| E••••• J•••• national BD | Spartanburg, Sc | 15 | 0 | 1 | -1 | 6.7% | |||
| E••••• J•••• national BD | Spokane Valley, Wa | 15 | 2 | 1 | +1 | 6.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Warrenville, Il | 15 | 2 | 1 | +1 | 6.7% | |||
| W•••• F•••• A••••••• wirehouse | Huntersville, Nc | 15 | 4 | 1 | +3 | 6.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | West Hartford, Ct | 15 | 4 | 1 | +3 | 6.7% | |||
| E••••• J•••• national BD | Salt Lake City, Ut | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• E••••••••• L•• BD affiliated | Grand Rapids, Mi | 15 | 7 | 1 | +6 | 6.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Sewickley, Pa | 15 | 1 | 1 | 0 | 6.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Sioux Falls, Sd | 15 | 1 | 1 | 0 | 6.7% | |||
| O•••• W•••••• I••• BD affiliated | Maple Grove, Mn | 15 | 0 | 1 | -1 | 6.7% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Chesapeake, Va | 15 | 2 | 1 | +1 | 6.7% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Marlton, Nj | 15 | 1 | 1 | 0 | 6.7% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Bedminster, Nj | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Palatine, Il | 15 | 1 | 1 | 0 | 6.7% | |||
| H••••• F•••••••• S•••••••• L••• independent RIA | Dallas, Tx · principal | 15 | 2 | 1 | +1 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Oxnard, Ca | 15 | 2 | 1 | +1 | 6.7% | |||
| C••••••••• A••••••• independent RIA | Sarasota, Fl · principal | 15 | 0 | 1 | -1 | 6.7% | |||
| G•• S••••••••• I••• BD affiliated | Hauppauge, Ny | 15 | 1 | 1 | 0 | 6.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Jupiter, Fl | 15 | 0 | 1 | -1 | 6.7% | |||
| D•••••• W••••• M••••••••• L•• asset manager | St Petersburg, Fl | 15 | 5 | 1 | +4 | 6.7% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Gainesville, Fl | 15 | 1 | 1 | 0 | 6.7% | |||
| N••••••• W••••• M••••••••• G••••• L•• independent RIA | Cincinnati, Oh · principal | 15 | 1 | 1 | 0 | 6.7% | |||
| S•••••••• F•••••••• G••••• L•• independent RIA | Goodlettsville, Tn · principal | 15 | 4 | 1 | +3 | 6.7% | |||
| L•• independent RIA | San Francisco, Ca | 15 | 2 | 1 | +1 | 6.7% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Austin, Tx | 15 | 3 | 1 | +2 | 6.7% | |||
| D••• D••••••• • C•• independent RIA | Boise, Id | 15 | 0 | 1 | -1 | 6.7% | |||
| S•••••••• S••••••••• BD affiliated | Miami, Fl | 15 | 4 | 1 | +3 | 6.7% | |||
| C••••••••• F•••••••• N•••••• national BD | Norfolk, Ne | 15 | 2 | 1 | +1 | 6.7% | |||
| M••••• S•••••• wirehouse | El Paso, Tx | 15 | 2 | 1 | +1 | 6.7% |
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.