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 “PRIMERICA ADVISORS” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Charleston, Sc | 15 | 1 | 1 | 0 | 6.7% | |||
| THRIVENT INVESTMENT MANAGEMENT INC. BD affiliated | Raleigh, Nc | 15 | 5 | 1 | +4 | 6.7% | |||
| LPL FINANCIAL LLC BD affiliated | Eau Claire, Wi | 15 | 5 | 1 | +4 | 6.7% | |||
| L••• F•••••••• independent RIA | Omaha, Ne · principal | 15 | 2 | 1 | +1 | 6.7% | |||
| J••• M••••• S••••••••• L•• wirehouse | Tulsa, Ok | 15 | 3 | 1 | +2 | 6.7% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Glen Allen, Va | 15 | 2 | 1 | +1 | 6.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | New Haven, Ct | 15 | 1 | 1 | 0 | 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% | |||
| M••••• S•••••• wirehouse | Hilton Head Island, Sc | 15 | 0 | 1 | -1 | 6.7% | |||
| C••••••• F•••••••• S•••••• C••••••••• former | Centennial, Co · principal | 15 | 0 | 1 | -1 | 6.7% | |||
| K••••• A•••••••• I••• BD affiliated | Fort Lauderdale, Fl | 15 | 3 | 1 | +2 | 6.7% | |||
| N••••••• W••••• M••••••••• G••••• L•• independent RIA | Cincinnati, Oh · principal | 15 | 1 | 1 | 0 | 6.7% | |||
| W•••• F•••• A••••••• wirehouse | Mooresville, Nc | 15 | 4 | 1 | +3 | 6.7% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Gainesville, Fl | 15 | 1 | 1 | 0 | 6.7% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Phoenix, Az | 15 | 4 | 1 | +3 | 6.7% | |||
| R•• C•••••• M••••••• L•• national BD | Maple Grove, Mn | 15 | 0 | 1 | -1 | 6.7% | |||
| E••••• J•••• national BD | Midland, Mi | 15 | 0 | 1 | -1 | 6.7% | 1 | ||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Phoenix, Az | 15 | 0 | 1 | -1 | 6.7% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Midland, Tx | 15 | 5 | 1 | +4 | 6.7% | |||
| E••••• J•••• national BD | Lakeland, Fl | 15 | 2 | 1 | +1 | 6.7% | |||
| S•• W••••• independent RIA | Durham, Nc · principal | 14 | 3 | 1 | +2 | 7.1% | |||
| E•••••• A••••••• G••••• L•• brokerage advisory | Houston, Tx | 14 | 6 | 1 | +5 | 7.1% | |||
| E••••• J•••• national BD | Longview, Wa | 14 | 2 | 1 | +1 | 7.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Southlake, Tx | 14 | 3 | 1 | +2 | 7.1% | |||
| B•••• T•••• W••••• M••••••••• L•• mixed wealth | Madison, Wi · principal | 14 | 0 | 1 | -1 | 7.1% | |||
| E••••• J•••• national BD | Long Beach, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Portage, Mi | 14 | 1 | 1 | 0 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Riverhead, Ny | 14 | 0 | 1 | -1 | 7.1% | |||
| P•••••••• • A••••••• I•• independent RIA | Lincoln, Ne · principal | 14 | 1 | 1 | 0 | 7.1% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Metairie, La | 14 | 2 | 1 | +1 | 7.1% | |||
| S••• BD affiliated | Tysons Corner, Va | 14 | 0 | 1 | -1 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Santa Monica, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Roseville, Ca | 14 | 2 | 1 | +1 | 7.1% | |||
| H••• S••••••••• •••• I••• bank affiliated | Fremont, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| H•••••• T••••••• • K•••• L•• BD affiliated | Boca Raton, Fl | 14 | 1 | 1 | 0 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Maumee, Oh | 14 | 0 | 1 | -1 | 7.1% | |||
| E••••• J•••• national BD | Granbury, Tx | 14 | 2 | 1 | +1 | 7.1% | |||
| M•••••• independent RIA | Houston, Tx | 14 | 1 | 1 | 0 | 7.1% | |||
| W•••• F•••• A••••••• BD affiliated | Saint Louis, Mo | 14 | 6 | 1 | +5 | 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% | |||
| S••••• O• A•••••• M••••••••• C••• asset manager | Syosset, Ny · principal | 14 | 0 | 1 | -1 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Georgetown, Tx | 14 | 0 | 1 | -1 | 7.1% | |||
| S•••••• W••••• M••••••••• L•• independent RIA | Wexford, Pa · principal | 14 | 3 | 1 | +2 | 7.1% | |||
| S•••••••• A••••••• L•• brokerage advisory | Marietta, Ga | 14 | 2 | 1 | +1 | 7.1% | |||
| S••••• I••••••••• A••••••• I•• independent RIA | Miami, Fl · principal | 14 | 2 | 1 | +1 | 7.1% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Boca Raton, Fl | 14 | 0 | 1 | -1 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Morgantown, Wv | 14 | 5 | 1 | +4 | 7.1% | |||
| S••••••• S••••• independent RIA | West Des Moines, Ia · principal | 14 | 3 | 1 | +2 | 7.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fort Lauderdale, Fl | 14 | 2 | 1 | +1 | 7.1% | |||
| L•••• C•••••• M••••••••• I••• mixed wealth | Newtown Square, Pa · principal | 14 | 0 | 1 | -1 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Mandeville, La | 14 | 1 | 1 | 0 | 7.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | El Paso, Tx | 14 | 1 | 1 | 0 | 7.1% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Papillion, Ne | 14 | 2 | 1 | +1 | 7.1% | |||
| R•••••• W••••• P•••••••• L•• independent RIA | Hackensack, Nj · principal | 14 | 4 | 1 | +3 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Beaufort, Sc | 14 | 2 | 1 | +1 | 7.1% | |||
| C•••••• M••••••••• A••••••••• I•• BD affiliated | Minneapolis, Mn · principal | 14 | 1 | 1 | 0 | 7.1% | |||
| M••••• R••••••••• P••••••• independent RIA | Grimes, Ia · principal | 14 | 1 | 1 | 0 | 7.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Memphis, Tn | 14 | 3 | 1 | +2 | 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.