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 “MARINER” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| FORTIS CAPITAL MANAGEMENT LLC independent RIA | Bellevue, Wa · principal | 14 | 2 | 1 | +1 | 7.1% | |||
| LPL FINANCIAL LLC BD affiliated | Rancho Cucamonga, Ca | 13 | 2 | 1 | +1 | 7.7% | 1 | ||
| PANDOWEALTH. LLC mixed wealth | Peachtree City, Ga | 13 | 2 | 1 | +1 | 7.7% | |||
| S••••••• I••••••••• M••••••••• independent RIA | Buffalo, Ny · principal | 13 | 0 | 1 | -1 | 7.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Doylestown, Pa | 13 | 0 | 1 | -1 | 7.7% | |||
| W•••• F•••• A••••••• wirehouse | Cape Coral, Fl | 13 | 0 | 1 | -1 | 7.7% | |||
| S••••• O•••••• A• P••• O• B•• F•••••••• G•••• bank affiliated | Scottsdale, Az · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Fort Wayne, In | 13 | 0 | 1 | -1 | 7.7% | 1 | ||
| Z••• D•• C•••••• E••••••••• L•• independent RIA | West Point, Ny | 13 | 7 | 1 | +6 | 7.7% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Baton Rouge, La | 13 | 4 | 1 | +3 | 7.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | San Luis Obispo, Ca | 13 | 0 | 1 | -1 | 7.7% | |||
| E•• A••••••• S•••••••• I•• independent RIA | Southfield, Mi · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| T•• R••••••••• S••••••• L•• independent RIA | Redmond, Wa · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| W•••• F•••• A••••••• wirehouse | San Diego, Ca | 13 | 6 | 1 | +5 | 7.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Reno, Nv | 13 | 1 | 1 | 0 | 7.7% | |||
| C• I••••••••• L•• independent RIA | Plano, Tx | 13 | 6 | 1 | +5 | 7.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Brighton, Mi | 13 | 2 | 1 | +1 | 7.7% | |||
| E••••• J•••• national BD | Waterloo, Il | 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% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Oak Brook, Il | 13 | 1 | 1 | 0 | 7.7% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Miamisburg, Oh | 13 | 0 | 1 | -1 | 7.7% | |||
| C•••••• independent RIA | Charlotte, Nc | 13 | 0 | 1 | -1 | 7.7% | |||
| E•••• S••••••••• L•• BD affiliated | Edina, Mn | 13 | 1 | 1 | 0 | 7.7% | |||
| O•••• W•••••• I••• BD affiliated | Troy, Mi | 13 | 2 | 1 | +1 | 7.7% | |||
| W••••••• M••••••••• C••• other | Dallas, Tx · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| V••••• N••••••• A••••••• I•• independent RIA | Bethlehem, Pa · principal | 13 | 3 | 1 | +2 | 7.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Naperville, Il | 13 | 0 | 1 | -1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Hamburg, Ny | 13 | 0 | 1 | -1 | 7.7% | |||
| I••••••• I••••••••• C••••••• L•• independent RIA | Scottsdale, Az · principal | 13 | 3 | 1 | +2 | 7.7% | |||
| C••••••••• F•••••••• N•••••• national BD | Cary, Nc | 13 | 3 | 1 | +2 | 7.7% | |||
| A••• C•••••• M••••••••• L•• independent RIA | Salt Lake City, Ut · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Reston, Va | 13 | 0 | 1 | -1 | 7.7% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Wexford, Pa | 13 | 0 | 1 | -1 | 7.7% | |||
| B••• W••••• S••••••••• L•• independent RIA | Honolulu, Hi | 13 | 3 | 1 | +2 | 7.7% | |||
| M••••••••• A•••••••• L•• independent RIA | New York, Ny · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| W•••• F•••• A••••••• wirehouse | Charleston, Wv | 13 | 1 | 1 | 0 | 7.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Hauppauge, Ny | 13 | 1 | 1 | 0 | 7.7% | |||
| O•••• W•••••• I••• BD affiliated | Salt Lake City, Ut | 13 | 1 | 1 | 0 | 7.7% | |||
| W•••• F•••• A••••••• wirehouse | Bradenton, Fl | 13 | 1 | 1 | 0 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Culver City, Ca | 13 | 0 | 1 | -1 | 7.7% | |||
| S•••••••• A••••••• L•• national BD | Little Rock, Ar | 13 | 3 | 1 | +2 | 7.7% | |||
| 7•• C••••••• L•• independent RIA | Lansing, Mi | 13 | 13 | 1 | +12 | 7.7% | |||
| C••••••••• W••• • C• I•• independent RIA | San Diego, Ca · principal | 13 | 3 | 1 | +2 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Concord, Nh | 13 | 5 | 1 | +4 | 7.7% | 1 | ||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Chesterfield, Mo | 13 | 3 | 1 | +2 | 7.7% | |||
| E••••• F•••••••• G•••• mixed wealth | Chicago, Il · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| M•••••• BD affiliated | Pittsburgh, Pa | 13 | 4 | 1 | +3 | 7.7% | |||
| C•••••• S••••• • C••• I••• national BD | Frisco, Tx | 13 | 0 | 1 | -1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Citrus Heights, Ca | 13 | 5 | 1 | +4 | 7.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Farmington Hills, Mi | 13 | 2 | 1 | +1 | 7.7% | |||
| O•••• W•••••• I••• BD affiliated | Greensboro, Nc | 13 | 1 | 1 | 0 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Castle Rock, Co | 13 | 3 | 1 | +2 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Clarksville, Md | 13 | 1 | 1 | 0 | 7.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Peachtree City, Ga | 13 | 2 | 1 | +1 | 7.7% | |||
| E••••• J•••• national BD | Mount Pleasant, Sc | 13 | 1 | 1 | 0 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Cape Coral, Fl | 13 | 1 | 1 | 0 | 7.7% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Franklin, Tn | 13 | 2 | 1 | +1 | 7.7% | |||
| E•••• S••••••••• L•• BD affiliated | Maitland, Fl | 13 | 3 | 1 | +2 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Elk Grove, Ca | 13 | 4 | 1 | +3 | 7.7% |
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.