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 |
|---|---|---|---|---|---|---|---|---|---|
| BEACON POINTE ADVISORS, LLC independent RIA | Larkspur, Ca | 14 | 8 | 1 | +7 | 7.1% | |||
| WELLS FARGO ADVISORS wirehouse | Huntington Beach, Ca | 14 | 1 | 1 | 0 | 7.1% | 1 | ||
| CETERA INVESTMENT ADVISERS LLC BD affiliated | Brentwood, Tn | 14 | 3 | 1 | +2 | 7.1% | |||
| AGW CAPITAL ADVISORS independent RIA | Tampa, Fl · principal | 14 | 3 | 1 | +2 | 7.1% | |||
| RICHARD P. SLAUGHTER ASSOCIATES, INC. independent RIA | Austin, Tx · principal | 14 | 1 | 1 | 0 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Portage, Mi | 14 | 1 | 1 | 0 | 7.1% | |||
| M••••• S•••••• wirehouse | Sioux Falls, Sd | 14 | 1 | 1 | 0 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Santa Monica, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| M••••• S•••••• wirehouse | Roanoke, Va | 14 | 1 | 1 | 0 | 7.1% | |||
| L•• E••••••••• L•• BD affiliated | Lake Oswego, Or | 14 | 6 | 1 | +5 | 7.1% | |||
| B•••• T•••• W••••• M••••••••• L•• mixed wealth | Madison, Wi · principal | 14 | 0 | 1 | -1 | 7.1% | |||
| W••••••••• A••••••• independent RIA | Reston, Va | 14 | 0 | 1 | -1 | 7.1% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Austin, Tx | 14 | 2 | 1 | +1 | 7.1% | |||
| H•••••• T••••••• • K•••• L•• BD affiliated | Boca Raton, Fl | 14 | 1 | 1 | 0 | 7.1% | |||
| W•••• F•••• A••••••• BD affiliated | Bohemia, Ny | 14 | 0 | 1 | -1 | 7.1% | |||
| C•••••• M••••••••• A••••••••• I•• BD affiliated | Minneapolis, Mn · principal | 14 | 1 | 1 | 0 | 7.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Manchester, Nh | 14 | 0 | 1 | -1 | 7.1% | |||
| P••••• M•••• F•••••••• A••••••• independent RIA | Chicago, Il | 14 | 1 | 1 | 0 | 7.1% | |||
| P•••••• I••••••••• M••••••••• G•••• I•• independent RIA | Knoxville, Tn · principal | 14 | 0 | 1 | -1 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Maumee, Oh | 14 | 0 | 1 | -1 | 7.1% | |||
| S••••• O•••••• A• P••• O• B•• F•••••••• G•••• bank affiliated | Scottsdale, Az · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| H•••••••• A•••••••• L•• BD affiliated | Naples, Fl | 13 | 1 | 1 | 0 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Huntersville, Nc | 13 | 2 | 1 | +1 | 7.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Woodland Hills, Ca | 13 | 0 | 1 | -1 | 7.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Scarsdale, Ny | 13 | 0 | 1 | -1 | 7.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Jupiter, Fl | 13 | 0 | 1 | -1 | 7.7% | |||
| W•••• F•••• A••••••• BD affiliated | Miami, Fl | 13 | 0 | 1 | -1 | 7.7% | |||
| N•• M••••••••• G•••• independent RIA | Sandy, Ut · principal | 13 | 3 | 1 | +2 | 7.7% | |||
| S••••• F••••••••• L•• BD affiliated | Kirkwood, Mo | 13 | 0 | 1 | -1 | 7.7% | |||
| W•••• F•••• A••••••• wirehouse | Saint George, Ut | 13 | 2 | 1 | +1 | 7.7% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Baton Rouge, La | 13 | 4 | 1 | +3 | 7.7% | |||
| P••••••••• L•• mixed wealth | Peachtree City, Ga | 13 | 2 | 1 | +1 | 7.7% | |||
| E•• A••••••• S•••••••• I•• independent RIA | Southfield, Mi · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Roseville, Ca | 13 | 4 | 1 | +3 | 7.7% | |||
| T•• R••••••••• S••••••• L•• independent RIA | Redmond, Wa · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| W•••• F•••• A••••••• BD affiliated | San Diego, Ca | 13 | 6 | 1 | +5 | 7.7% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Albany, Ny | 13 | 0 | 1 | -1 | 7.7% | |||
| O•••• W•••••• I••• BD affiliated | Troy, Mi | 13 | 2 | 1 | +1 | 7.7% | |||
| C••••••• P••••••• independent RIA | Madison, Wi | 13 | 1 | 1 | 0 | 7.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Excelsior, Mn | 13 | 1 | 1 | 0 | 7.7% | |||
| T•• G••••• A•••• M••••••••• L•• independent RIA | Brentwood, Tn · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| E•••• S••••••••• L•• BD affiliated | Grand Rapids, Mi | 13 | 2 | 1 | +1 | 7.7% | |||
| Z••• D•• C•••••• E••••••••• L•• independent RIA | West Point, Ny | 13 | 7 | 1 | +6 | 7.7% | |||
| E•••• S••••••••• L•• BD affiliated | Edina, Mn | 13 | 1 | 1 | 0 | 7.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Doylestown, Pa | 13 | 0 | 1 | -1 | 7.7% | |||
| W••••••• M••••••••• C••• other | Dallas, Tx · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| E••••• J•••• national BD | Waterloo, Il | 13 | 1 | 1 | 0 | 7.7% | |||
| V••••• N••••••• A••••••• I•• BD affiliated | Bethlehem, Pa · principal | 13 | 3 | 1 | +2 | 7.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Reno, Nv | 13 | 1 | 1 | 0 | 7.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Fort Wayne, In | 13 | 0 | 1 | -1 | 7.7% | 1 | ||
| C• I••••••••• L•• independent RIA | Plano, Tx | 13 | 6 | 1 | +5 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Rancho Cucamonga, Ca | 13 | 2 | 1 | +1 | 7.7% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Hamburg, Ny | 13 | 0 | 1 | -1 | 7.7% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Oak Brook, Il | 13 | 1 | 1 | 0 | 7.7% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Wexford, Pa | 13 | 0 | 1 | -1 | 7.7% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Miamisburg, Oh | 13 | 0 | 1 | -1 | 7.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | San Luis Obispo, Ca | 13 | 0 | 1 | -1 | 7.7% | |||
| W•••• F•••• A••••••• wirehouse | Charleston, Wv | 13 | 1 | 1 | 0 | 7.7% | |||
| W•••• F•••• A••••••• wirehouse | Bradenton, Fl | 13 | 1 | 1 | 0 | 7.7% | |||
| W•••• F•••• A••••••• wirehouse | Cape Coral, Fl | 13 | 0 | 1 | -1 | 7.7% |
The firm and advisor names past the first 5 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.