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 |
|---|---|---|---|---|---|---|---|---|---|
| SPIRIT OF AMERICA MANAGEMENT CORP asset manager | Syosset, Ny · principal | 14 | 0 | 1 | -1 | 7.1% | |||
| STRATEGIC ADVISERS LLC national BD | Marietta, Ga | 14 | 2 | 1 | +1 | 7.1% | |||
| WELLS FARGO ADVISORS wirehouse | Riverside, Ca | 14 | 1 | 1 | 0 | 7.1% | 1 | ||
| S••••••• S••••• independent RIA | West Des Moines, Ia · principal | 14 | 3 | 1 | +2 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Santa Monica, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| C••••••• institutional | Alexandria, Va | 14 | 1 | 1 | 0 | 7.1% | |||
| E••••• J•••• national BD | Granbury, Tx | 14 | 2 | 1 | +1 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Johnson City, Tn | 14 | 2 | 1 | +1 | 7.1% | |||
| L•••• C•••••• M••••••••• I••• mixed wealth | Newtown Square, Pa · principal | 14 | 0 | 1 | -1 | 7.1% | |||
| T•• W••••• C••••••••• G•••• independent RIA | San Diego, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Georgetown, Tx | 14 | 0 | 1 | -1 | 7.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | El Paso, Tx | 14 | 1 | 1 | 0 | 7.1% | |||
| M••••• L•• independent RIA | Chicago, Il | 14 | 0 | 1 | -1 | 7.1% | |||
| W•••• F•••• A••••••• wirehouse | Midlothian, Va | 14 | 2 | 1 | +1 | 7.1% | |||
| H•••••• T••••••• • K•••• L•• independent RIA | Boca Raton, Fl | 14 | 1 | 1 | 0 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Maumee, Oh | 14 | 0 | 1 | -1 | 7.1% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Chesterfield, Mo | 14 | 0 | 1 | -1 | 7.1% | |||
| C•••••• S••••• • C••• I••• national BD | Roseville, Ca | 14 | 2 | 1 | +1 | 7.1% | |||
| C••••• I••••••••• G•••• independent RIA | Jacksonville, Or · principal | 14 | 4 | 1 | +3 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Mandeville, La | 14 | 1 | 1 | 0 | 7.1% | |||
| M••••• S•••••• wirehouse | Hudson, Oh | 14 | 0 | 1 | -1 | 7.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fort Lauderdale, Fl | 14 | 2 | 1 | +1 | 7.1% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Bethesda, Md | 14 | 2 | 1 | +1 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Beaufort, Sc | 14 | 2 | 1 | +1 | 7.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Oakland, Ca | 14 | 4 | 1 | +3 | 7.1% | 1 | ||
| E••••• J•••• national BD | Woodstock, Ga | 14 | 2 | 1 | +1 | 7.1% | |||
| E••••• J•••• national BD | Aiken, Sc | 14 | 1 | 1 | 0 | 7.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Brentwood, Tn | 14 | 3 | 1 | +2 | 7.1% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Boca Raton, Fl | 14 | 0 | 1 | -1 | 7.1% | |||
| O••••••••• • C•• I••• BD affiliated | Melville, Ny | 14 | 0 | 1 | -1 | 7.1% | |||
| A••••••••• L••• other | Dallas, Tx | 14 | 5 | 1 | +4 | 7.1% | |||
| R•••••• W••••• P•••••••• L•• independent RIA | Hackensack, Nj · principal | 14 | 4 | 1 | +3 | 7.1% | |||
| M••••• R••••••••• P••••••• independent RIA | Grimes, Ia · principal | 14 | 1 | 1 | 0 | 7.1% | |||
| W•••• F•••• A••••••• wirehouse | Boynton Beach, Fl | 14 | 2 | 1 | +1 | 7.1% | |||
| B••••• P••••• A•••••••• L•• independent RIA | Larkspur, Ca | 14 | 8 | 1 | +7 | 7.1% | |||
| O•••• W•••••• I••• BD affiliated | Reston, Va | 14 | 2 | 1 | +1 | 7.1% | |||
| W•••• F•••• A••••••• wirehouse | Huntington Beach, Ca | 14 | 1 | 1 | 0 | 7.1% | 1 | ||
| A•• C•••••• A••••••• independent RIA | Tampa, Fl · principal | 14 | 3 | 1 | +2 | 7.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Albuquerque, Nm | 14 | 0 | 1 | -1 | 7.1% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Boulder, Co | 14 | 2 | 1 | +1 | 7.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Westerville, Oh | 14 | 7 | 1 | +6 | 7.1% | |||
| M••••• S•••••• wirehouse | Sioux Falls, Sd | 14 | 1 | 1 | 0 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Fredericksburg, Va | 14 | 2 | 1 | +1 | 7.1% | |||
| W••••••••• A••••••• independent RIA | Reston, Va | 14 | 0 | 1 | -1 | 7.1% | |||
| M••••• S•••••• wirehouse | Roanoke, Va | 14 | 1 | 1 | 0 | 7.1% | |||
| C••••• F•••••••• independent RIA | Kansas City, Mo | 14 | 0 | 1 | -1 | 7.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Manchester, Nh | 14 | 0 | 1 | -1 | 7.1% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Annapolis, Md | 14 | 3 | 1 | +2 | 7.1% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Boca Raton, Fl | 14 | 2 | 1 | +1 | 7.1% | 1 | 1 | |
| C•••••• S••••• • C••• I••• national BD | Towson, Md | 14 | 2 | 1 | +1 | 7.1% | |||
| H•••••• I••••••••• I••• independent RIA | Green Bay, Wi | 14 | 2 | 1 | +1 | 7.1% | |||
| R•••• A•••••••• L•• independent RIA | New York, Ny | 14 | 7 | 1 | +6 | 7.1% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Austin, Tx | 14 | 2 | 1 | +1 | 7.1% | |||
| M••••• S•••••• wirehouse | Monterey, Ca | 14 | 0 | 1 | -1 | 7.1% | |||
| W•••• F•••• A••••••• wirehouse | Santa Fe, Nm | 14 | 3 | 1 | +2 | 7.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Rockville Centre, Ny | 14 | 4 | 1 | +3 | 7.1% | |||
| C•••••• M••••••••• A••••••••• I•• independent RIA | Minneapolis, Mn · principal | 14 | 1 | 1 | 0 | 7.1% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Papillion, Ne | 14 | 2 | 1 | +1 | 7.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Williamsport, Pa | 14 | 1 | 1 | 0 | 7.1% | |||
| N• A••••••• state registered | Milpitas, Ca · principal | 14 | 4 | 1 | +3 | 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.