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 |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD JONES national BD | Salt Lake City, Ut | 15 | 1 | 1 | 0 | 6.7% | |||
| EQUITABLE ADVISORS, LLC national BD | Greenville, Sc | 15 | 4 | 1 | +3 | 6.7% | |||
| AMERITAS ADVISORY SERVICES, LLC BD affiliated | San Ramon, Ca | 15 | 1 | 1 | 0 | 6.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Tempe, Az | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | West Seneca, Ny | 15 | 3 | 1 | +2 | 6.7% | |||
| I•••••• W••••• P••••••• independent RIA | Plano, Tx · principal | 15 | 0 | 1 | -1 | 6.7% | |||
| T••••• F•••••••• P•••••••• L•• independent RIA | Overland Park, Ks · principal | 15 | 2 | 1 | +1 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Spokane Valley, Wa | 15 | 1 | 1 | 0 | 6.7% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Marlton, Nj | 15 | 1 | 1 | 0 | 6.7% | |||
| N••••••• W••••• M••••••••• G••••• L•• independent RIA | Cincinnati, Oh · principal | 15 | 1 | 1 | 0 | 6.7% | |||
| L••• F•••••••• independent RIA | Omaha, Ne · principal | 15 | 2 | 1 | +1 | 6.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Warrenville, Il | 15 | 2 | 1 | +1 | 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% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Bedminster, Nj | 15 | 1 | 1 | 0 | 6.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Sioux Falls, Sd | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Grand Forks, Nd | 15 | 2 | 1 | +1 | 6.7% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Gainesville, Fl | 15 | 1 | 1 | 0 | 6.7% | |||
| E••••• J•••• national BD | Midland, Mi | 15 | 0 | 1 | -1 | 6.7% | 1 | ||
| M••••• S•••••• wirehouse | Hilton Head Island, Sc | 15 | 0 | 1 | -1 | 6.7% | |||
| E••••• J•••• national BD | Canton, Ga | 15 | 0 | 1 | -1 | 6.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | West Hartford, Ct | 15 | 4 | 1 | +3 | 6.7% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Fairfax, Va | 15 | 3 | 1 | +2 | 6.7% | |||
| C•••••• S••••• • C••• I••• national BD | Naperville, Il | 15 | 2 | 1 | +1 | 6.7% | |||
| R•• C•••••• M••••••• L•• national BD | Maple Grove, Mn | 15 | 0 | 1 | -1 | 6.7% | |||
| K••••• A•••••••• I••• BD affiliated | Fort Lauderdale, Fl | 15 | 3 | 1 | +2 | 6.7% | |||
| L•• E••••••••• L•• BD affiliated | Louisville, Ky | 15 | 3 | 1 | +2 | 6.7% | |||
| P••••• M•••• F•••••••• A••••••• independent RIA | Chicago, Il | 15 | 1 | 1 | 0 | 6.7% | |||
| D••• D••••••• • C•• independent RIA | Boise, Id | 15 | 0 | 1 | -1 | 6.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Tarrytown, Ny | 14 | 0 | 1 | -1 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Johnson City, Tn | 14 | 2 | 1 | +1 | 7.1% | |||
| L•••••• S••••••••• I••• independent RIA | Lake Bluff, Il · principal | 14 | 3 | 1 | +2 | 7.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Southlake, Tx | 14 | 3 | 1 | +2 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Georgetown, Tx | 14 | 0 | 1 | -1 | 7.1% | |||
| P•••••••• • A••••••• I•• independent RIA | Lincoln, Ne · principal | 14 | 1 | 1 | 0 | 7.1% | |||
| E••••• J•••• national BD | Granbury, Tx | 14 | 2 | 1 | +1 | 7.1% | |||
| S••• BD affiliated | Tysons Corner, Va | 14 | 0 | 1 | -1 | 7.1% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Boca Raton, Fl | 14 | 2 | 1 | +1 | 7.1% | 1 | 1 | |
| W•••• F•••• A••••••• wirehouse | Riverside, Ca | 14 | 1 | 1 | 0 | 7.1% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Maumee, Oh | 14 | 0 | 1 | -1 | 7.1% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Boca Raton, Fl | 14 | 0 | 1 | -1 | 7.1% | |||
| H•••••• T••••••• • K•••• L•• independent RIA | Boca Raton, Fl | 14 | 1 | 1 | 0 | 7.1% | |||
| C••••• F•••••••• independent RIA | Kansas City, Mo | 14 | 0 | 1 | -1 | 7.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Rockville Centre, Ny | 14 | 4 | 1 | +3 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Beaufort, Sc | 14 | 2 | 1 | +1 | 7.1% | |||
| M•••••• BD affiliated | Houston, Tx | 14 | 1 | 1 | 0 | 7.1% | |||
| W•••• F•••• A••••••• wirehouse | Midlothian, Va | 14 | 2 | 1 | +1 | 7.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fort Lauderdale, Fl | 14 | 2 | 1 | +1 | 7.1% | |||
| E••••• J•••• national BD | Norman, Ok | 14 | 2 | 1 | +1 | 7.1% | |||
| W•••• F•••• A••••••• wirehouse | Saint Louis, Mo | 14 | 6 | 1 | +5 | 7.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Westerville, Oh | 14 | 7 | 1 | +6 | 7.1% | |||
| A••••••••• L••• other | Dallas, Tx | 14 | 5 | 1 | +4 | 7.1% | |||
| F•••••••• P••••••••• independent RIA | Minneapolis, Mn · principal | 14 | 3 | 1 | +2 | 7.1% | |||
| G••••••••• W••••• A••••••• independent RIA | Richardson, Tx · principal | 14 | 4 | 1 | +3 | 7.1% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Papillion, Ne | 14 | 2 | 1 | +1 | 7.1% | |||
| S••••• O• A•••••• M••••••••• C••• asset manager | Syosset, Ny · principal | 14 | 0 | 1 | -1 | 7.1% | |||
| R•••••• W••••• P•••••••• L•• independent RIA | Hackensack, Nj · principal | 14 | 4 | 1 | +3 | 7.1% | |||
| S•••••••• A••••••• L•• national BD | Marietta, Ga | 14 | 2 | 1 | +1 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Mandeville, La | 14 | 1 | 1 | 0 | 7.1% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Chesterfield, Mo | 14 | 0 | 1 | -1 | 7.1% |
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.