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 |
|---|---|---|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. bank affiliated | Boca Raton, Fl | 14 | 2 | 1 | +1 | 7.1% | 1 | 1 | |
| COPPER FINANCIAL bank affiliated | Kansas City, Mo | 14 | 0 | 1 | -1 | 7.1% | |||
| NI ADVISORS state registered | Milpitas, Ca · principal | 14 | 4 | 1 | +3 | 7.1% | |||
| A••••••••• L••• other | Dallas, Tx | 14 | 5 | 1 | +4 | 7.1% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Metairie, La | 14 | 2 | 1 | +1 | 7.1% | |||
| E•••••••• A•••••••• L•• BD affiliated | St Louis, Mo | 14 | 5 | 1 | +4 | 7.1% | |||
| E••••• J•••• national BD | Alpharetta, Ga | 14 | 1 | 1 | 0 | 7.1% | |||
| F••••• C•••••• M••••••••• L•• independent RIA | Bellevue, Wa · principal | 14 | 2 | 1 | +1 | 7.1% | |||
| M•••••• independent RIA | Houston, Tx | 14 | 1 | 1 | 0 | 7.1% | |||
| E••••• J•••• national BD | Norman, Ok | 14 | 2 | 1 | +1 | 7.1% | |||
| E•••••••• A•••••••• L•• BD affiliated | Louisville, Ky | 14 | 7 | 1 | +6 | 7.1% | |||
| E•••••••• A•••••••• L•• BD affiliated | Oklahoma City, Ok | 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% | |||
| E••••• J•••• national BD | Longview, Wa | 14 | 2 | 1 | +1 | 7.1% | |||
| G••••••••• W••••• A••••••• independent RIA | Richardson, Tx · principal | 14 | 4 | 1 | +3 | 7.1% | |||
| E••••• J•••• national BD | Long Beach, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| S••••• O• A•••••• M••••••••• C••• asset manager | Syosset, Ny · principal | 14 | 0 | 1 | -1 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Woodstock, Ga | 14 | 0 | 1 | -1 | 7.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Manchester, Nh | 14 | 0 | 1 | -1 | 7.1% | |||
| E•••••••• A•••••••• L•• BD affiliated | Chicago, Il | 14 | 2 | 1 | +1 | 7.1% | |||
| C•••••• M••••••••• A••••••••• I•• BD affiliated | Minneapolis, Mn · principal | 14 | 1 | 1 | 0 | 7.1% | |||
| A•• F••••••••• L•• no RAUM | Bala Cynwyd, Pa · principal | 14 | 7 | 1 | +6 | 7.1% | |||
| L•• E••••••••• L•• BD affiliated | Lake Oswego, Or | 14 | 6 | 1 | +5 | 7.1% | |||
| W•••• F•••• A••••••• wirehouse | Riverside, Ca | 14 | 1 | 1 | 0 | 7.1% | 1 | ||
| B•••• T•••• W••••• M••••••••• L•• mixed wealth | Madison, Wi · principal | 14 | 0 | 1 | -1 | 7.1% | |||
| L•••••• S••••••••• I••• BD affiliated | Lake Bluff, Il · principal | 14 | 3 | 1 | +2 | 7.1% | |||
| S••••••• S••••• independent RIA | West Des Moines, Ia · principal | 14 | 3 | 1 | +2 | 7.1% | |||
| C••••••• institutional | Alexandria, Va | 14 | 1 | 1 | 0 | 7.1% | |||
| M••••• S•••••• wirehouse | Monterey, Ca | 14 | 0 | 1 | -1 | 7.1% | |||
| L•••• C•••••• M••••••••• I••• mixed wealth | Newtown Square, Pa · principal | 14 | 0 | 1 | -1 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Portage, Mi | 14 | 1 | 1 | 0 | 7.1% | |||
| O•••• W•••••• I••• BD affiliated | Greensboro, Nc | 14 | 2 | 1 | +1 | 7.1% | |||
| W•••• F•••• A••••••• BD affiliated | Bohemia, Ny | 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 | Riverhead, Ny | 14 | 0 | 1 | -1 | 7.1% | |||
| S•••••••• A••••••• L•• brokerage advisory | Marietta, Ga | 14 | 2 | 1 | +1 | 7.1% | |||
| E••••• J•••• national BD | Granbury, Tx | 14 | 2 | 1 | +1 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Santa Monica, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| M••••• L•• independent RIA | Chicago, Il | 14 | 0 | 1 | -1 | 7.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Oakland, Ca | 14 | 4 | 1 | +3 | 7.1% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Lodi, Ca | 14 | 0 | 1 | -1 | 7.1% | |||
| W•••• F•••• A••••••• wirehouse | Midlothian, Va | 14 | 2 | 1 | +1 | 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% | |||
| 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% | |||
| C••••• I••••••••• G•••• independent RIA | Jacksonville, Or · principal | 14 | 4 | 1 | +3 | 7.1% | |||
| M••••• S•••••• wirehouse | Hudson, Oh | 14 | 0 | 1 | -1 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Maumee, Oh | 14 | 0 | 1 | -1 | 7.1% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Bethesda, Md | 14 | 2 | 1 | +1 | 7.1% | |||
| H•••••• T••••••• • K•••• L•• BD affiliated | Boca Raton, Fl | 14 | 1 | 1 | 0 | 7.1% | |||
| R•••••• W••••• P•••••••• L•• independent RIA | Hackensack, Nj · principal | 14 | 4 | 1 | +3 | 7.1% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Papillion, Ne | 14 | 2 | 1 | +1 | 7.1% | |||
| E••••• J•••• national BD | Aiken, Sc | 14 | 1 | 1 | 0 | 7.1% | |||
| E••••• J•••• national BD | Woodstock, Ga | 14 | 2 | 1 | +1 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Beaufort, Sc | 14 | 2 | 1 | +1 | 7.1% | |||
| O••••••••• • C•• I••• BD affiliated | Melville, Ny | 14 | 0 | 1 | -1 | 7.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fort Lauderdale, Fl | 14 | 2 | 1 | +1 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Mandeville, La | 14 | 1 | 1 | 0 | 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.