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.
65,345 offices matchName search is part of RIA and Wealth Intelligence, so “EAGLE STRATEGIES LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS wirehouse | Chicago, Il | 139 | 23 | 6 | +17 | 4.3% | 1 | 1 | |
| PACKERLAND BROKERAGE SERVICES, INC. independent RIA | Green Bay, Wi · principal | 137 | 14 | 6 | +8 | 4.4% | |||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Fort Lauderdale, Fl | 137 | 13 | 6 | +7 | 4.4% | 2 | 1 | |
| C••••• I••••••••• A••••••• L•• BD affiliated | Dallas, Tx | 124 | 16 | 6 | +10 | 4.8% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Winter Park, Fl | 117 | 11 | 6 | +5 | 5.1% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Seattle, Wa | 114 | 22 | 6 | +16 | 5.3% | 5 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Northbrook, Il | 111 | 8 | 6 | +2 | 5.4% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Houston, Tx | 102 | 9 | 6 | +3 | 5.9% | 1 | ||
| C••••••••• W••••• A•••••••• L•• BD affiliated | Minneapolis, Mn · principal | 99 | 18 | 6 | +12 | 6.1% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Coral Gables, Fl | 97 | 8 | 6 | +2 | 6.2% | 2 | ||
| M••••• S•••••• wirehouse | Mclean, Va | 95 | 7 | 6 | +1 | 6.3% | 1 | ||
| E••••• J•••• national BD | Houston, Tx | 88 | 12 | 6 | +6 | 6.8% | |||
| M••••• S•••••• wirehouse | Tempe, Az | 88 | 25 | 6 | +19 | 6.8% | 1 | ||
| R•••••• J•••• • A••••••••• I••• national BD | Chicago, Il | 84 | 6 | 6 | 0 | 7.1% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Wellesley, Ma | 77 | 56 | 6 | +50 | 7.8% | |||
| C••••••• A•••• M••••••••• L•• BD affiliated | Ann Arbor, Mi · principal | 77 | 9 | 6 | +3 | 7.8% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Westlake Village, Ca | 74 | 6 | 6 | 0 | 8.1% | 1 | ||
| L•• E••••••••• L•• BD affiliated | Indianapolis, In | 71 | 25 | 6 | +19 | 8.5% | |||
| A••••••••• L••• other | Nashville, Tn · principal | 71 | 8 | 6 | +2 | 8.5% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Seattle, Wa | 68 | 8 | 6 | +2 | 8.8% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Orlando, Fl | 61 | 6 | 6 | 0 | 9.8% | |||
| L•• E••••••••• L•• BD affiliated | Houston, Tx | 59 | 13 | 6 | +7 | 10% | |||
| P••••• I••••••••• M••••••••• L•• asset manager | Boston, Ma · principal | 57 | 0 | 6 | -6 | 11% | |||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Vienna, Va | 55 | 26 | 6 | +20 | 11% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Tampa, Fl | 51 | 8 | 6 | +2 | 12% | 2 | ||
| L•• E••••••••• L•• BD affiliated | San Jose, Ca | 47 | 6 | 6 | 0 | 13% | 1 | ||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Miami Lakes, Fl | 47 | 18 | 6 | +12 | 13% | 1 | ||
| E••••• J•••• national BD | Denver, Co | 46 | 6 | 6 | 0 | 13% | 1 | ||
| O•••• W•••••• I••• BD affiliated | San Ramon, Ca | 43 | 3 | 6 | -3 | 14% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Houston, Tx | 43 | 8 | 6 | +2 | 14% | |||
| A•••• I••••••••• G•••• independent RIA | Wayne, Pa · principal | 40 | 6 | 6 | 0 | 15% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Ann Arbor, Mi | 37 | 1 | 6 | -5 | 16% | 2 | ||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Nashville, Tn | 36 | 18 | 6 | +12 | 17% | |||
| C••••••• I••••••••• C•••••• independent RIA | Pepper Pike, Oh · principal | 33 | 4 | 6 | -2 | 18% | 1 | ||
| L•• E••••••••• L•• BD affiliated | Plano, Tx | 33 | 16 | 6 | +10 | 18% | |||
| U•• A•••• M••••••••• ••••••••• L•• mixed wealth | New York, Ny · principal | 32 | 9 | 6 | +3 | 19% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Franklin, Tn | 30 | 1 | 6 | -5 | 20% | 1 | 1 | |
| B••••• W•••••• L•• independent RIA | Mclean, Va · principal | 25 | 5 | 6 | -1 | 24% | |||
| U•• F•••••••• S••••••• I••• wirehouse | The Woodlands, Tx | 24 | 1 | 6 | -5 | 25% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Pittsford, Ny | 23 | 1 | 6 | -5 | 26% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Burlington, Ma | 20 | 2 | 6 | -4 | 30% | 2 | ||
| A••••• A•• P••••••• S••••••• BD affiliated | Denver, Co | 18 | 1 | 6 | -5 | 33% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Knoxville, Tn | 16 | 0 | 6 | -6 | 38% | 1 | 1 | |
| C••••• I••••••••• A••••••• L•• BD affiliated | Greensboro, Nc | 15 | 0 | 6 | -6 | 40% | 3 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Medford, Or | 12 | 4 | 6 | -2 | 50% | 1 | 1 | |
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Minneapolis, Mn | 8 | 3 | 6 | -3 | 75% | 1 | ||
| S••••••• E••••• M••••••••• L•• independent RIA | Tampa, Fl · principal | 7 | 0 | 6 | -6 | 86% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Florham Park, Nj | 6 | 1 | 6 | -5 | 100% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Newtown, Pa | 5 | 0 | 6 | -6 | 120% | 2 | ||
| C••••••••• F•••••••• N•••••• national BD | St Louis, Mo | 5 | 0 | 6 | -6 | 120% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Green Bay, Wi | 3 | 0 | 6 | -6 | 200% | 1 | ||
| P••• A••••• S••••••••• L•• BD affiliated | Mt Pleasant, Sc | 3 | 0 | 6 | -6 | 200% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Durham, Nc | 2 | 0 | 6 | -6 | 300% | 2 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Midwest City, Ok | 2 | 0 | 6 | -6 | 300% | 1 | ||
| N•••••••• B••••• B• L•• no RAUM | New York, Ny · principal | 675 | 90 | 5 | +85 | 0.7% | |||
| P•••••••• S••••••••• I••• BD affiliated | Des Moines, Ia · principal | 327 | 25 | 5 | +20 | 1.5% | |||
| C•••••• S••••• • C••• I••• national BD | Omaha, Ne | 290 | 46 | 5 | +41 | 1.7% | |||
| M•••• F•••••••• A••••••• BD affiliated | Alpharetta, Ga · principal | 281 | 103 | 5 | +98 | 1.8% | |||
| P•••• C•••••• F•••••••• mixed wealth | Overland Park, Ks · principal | 263 | 41 | 5 | +36 | 1.9% | |||
| W•••• F•••• A••••••• wirehouse | Irvine, Ca | 247 | 21 | 5 | +16 | 2.0% | 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.