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.
65,363 offices matchName search is part of RIA and Wealth Intelligence, so “KINGSVIEW WEALTH MANAGEMENT, LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| GWN SECURITIES INC. BD affiliated | Hauppauge, Ny | 15 | 1 | 1 | 0 | 6.7% | |||
| FAITHWARD ADVISORS, LLC independent RIA | Lancaster, Pa · principal | 15 | 4 | 1 | +3 | 6.7% | |||
| DYNASTY WEALTH MANAGEMENT, LLC asset manager | St Petersburg, Fl | 15 | 5 | 1 | +4 | 6.7% | |||
| H••••• F•••••••• S•••••••• L••• independent RIA | Dallas, Tx · principal | 15 | 2 | 1 | +1 | 6.7% | |||
| C••••••••• A••••••• independent RIA | Sarasota, Fl · principal | 15 | 0 | 1 | -1 | 6.7% | |||
| C••••••••• F•••••••• N•••••• national BD | Phoenix, Az | 15 | 0 | 1 | -1 | 6.7% | |||
| S•••••••• F•••••••• G••••• L•• independent RIA | Goodlettsville, Tn · principal | 15 | 4 | 1 | +3 | 6.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bloomington, Il | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Guilford, Ct | 15 | 3 | 1 | +2 | 6.7% | |||
| W•••• F•••• A••••••• wirehouse | Santa Fe, Nm | 15 | 4 | 1 | +3 | 6.7% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Miami Beach, Fl | 15 | 3 | 1 | +2 | 6.7% | |||
| O•••• W•••••• I••• BD affiliated | Maple Grove, Mn | 15 | 0 | 1 | -1 | 6.7% | |||
| L•• independent RIA | San Francisco, Ca | 15 | 2 | 1 | +1 | 6.7% | |||
| J••• M••••• S••••••••• L•• wirehouse | Akron, Oh | 15 | 0 | 1 | -1 | 6.7% | |||
| E••••• J•••• national BD | Spokane Valley, Wa | 15 | 2 | 1 | +1 | 6.7% | |||
| E••••• J•••• national BD | Spartanburg, Sc | 15 | 0 | 1 | -1 | 6.7% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Phoenix, Az | 15 | 0 | 1 | -1 | 6.7% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Naperville, Il | 15 | 2 | 1 | +1 | 6.7% | |||
| I•••••• W••••• P••••••• independent RIA | Plano, Tx · principal | 15 | 0 | 1 | -1 | 6.7% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | San Ramon, Ca | 15 | 1 | 1 | 0 | 6.7% | |||
| K••••• A•••••••• I••• BD affiliated | Fort Lauderdale, Fl | 15 | 3 | 1 | +2 | 6.7% | |||
| T••••• F•••••••• P•••••••• L•• independent RIA | Overland Park, Ks · principal | 15 | 2 | 1 | +1 | 6.7% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Glen Allen, Va | 15 | 2 | 1 | +1 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Eau Claire, Wi | 15 | 5 | 1 | +4 | 6.7% | |||
| E••••• J•••• national BD | Salt Lake City, Ut | 15 | 1 | 1 | 0 | 6.7% | |||
| L••• F•••••••• independent RIA | Omaha, Ne · principal | 15 | 2 | 1 | +1 | 6.7% | |||
| F•• I••••••••• L•• asset manager | Washington, Dc · principal | 15 | 3 | 1 | +2 | 6.7% | |||
| N••••••• W••••• M••••••••• G••••• L•• independent RIA | Cincinnati, Oh · principal | 15 | 1 | 1 | 0 | 6.7% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Phoenix, Az | 15 | 4 | 1 | +3 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | West Seneca, Ny | 15 | 3 | 1 | +2 | 6.7% | |||
| M••••• S•••••• wirehouse | Hilton Head Island, Sc | 15 | 0 | 1 | -1 | 6.7% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Marlton, Nj | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | New Orleans, La | 15 | 2 | 1 | +1 | 6.7% | 1 | ||
| F•••• C•••••• A••••••• S••••••• BD affiliated | San Diego, Ca | 15 | 4 | 1 | +3 | 6.7% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Bedminster, Nj | 15 | 1 | 1 | 0 | 6.7% | |||
| E••••• J•••• national BD | Midland, Mi | 15 | 0 | 1 | -1 | 6.7% | 1 | ||
| E••••• J•••• national BD | Terre Haute, In | 15 | 1 | 1 | 0 | 6.7% | |||
| D••• D••••••• • C•• BD affiliated | Boise, Id | 15 | 0 | 1 | -1 | 6.7% | |||
| C••••••• F•••••••• S•••••• C••••••••• former | Centennial, Co · principal | 15 | 0 | 1 | -1 | 6.7% | |||
| E••••• J•••• national BD | Canton, Ga | 15 | 0 | 1 | -1 | 6.7% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Conshohocken, Pa | 15 | 3 | 1 | +2 | 6.7% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Midland, Tx | 15 | 5 | 1 | +4 | 6.7% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Gainesville, Fl | 15 | 1 | 1 | 0 | 6.7% | |||
| W•••• F•••• A••••••• BD affiliated | Bohemia, Ny | 14 | 0 | 1 | -1 | 7.1% | |||
| A•• F••••••••• L•• no RAUM | Bala Cynwyd, Pa · principal | 14 | 7 | 1 | +6 | 7.1% | |||
| E••••• J•••• national BD | Long Beach, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Williamsport, Pa | 14 | 1 | 1 | 0 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Santa Monica, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| P•••••••• • A••••••• I•• independent RIA | Lincoln, Ne · principal | 14 | 1 | 1 | 0 | 7.1% | |||
| E••••• J•••• national BD | Longview, Wa | 14 | 2 | 1 | +1 | 7.1% | |||
| L•••••• S••••••••• I••• BD affiliated | Lake Bluff, Il · principal | 14 | 3 | 1 | +2 | 7.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Tarrytown, Ny | 14 | 0 | 1 | -1 | 7.1% | |||
| S••• BD affiliated | Tysons Corner, Va | 14 | 0 | 1 | -1 | 7.1% | |||
| W•••• F•••• A••••••• wirehouse | Riverside, Ca | 14 | 1 | 1 | 0 | 7.1% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Southlake, Tx | 14 | 3 | 1 | +2 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Johnson City, Tn | 14 | 2 | 1 | +1 | 7.1% | |||
| L•• E••••••••• L•• BD affiliated | Cincinnati, Oh | 14 | 1 | 1 | 0 | 7.1% | |||
| E••••• J•••• national BD | Granbury, Tx | 14 | 2 | 1 | +1 | 7.1% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Metairie, La | 14 | 2 | 1 | +1 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Georgetown, Tx | 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.