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 |
|---|---|---|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | San Luis Obispo, Ca | 13 | 0 | 1 | -1 | 7.7% | |||
| CHRISTOPHER WEIL & CO INC independent RIA | San Diego, Ca · principal | 13 | 3 | 1 | +2 | 7.7% | |||
| TD PRIVATE CLIENT WEALTH LLC bank affiliated | Brooklyn, Ny | 13 | 6 | 1 | +5 | 7.7% | |||
| A••• C•••••• M••••••••• L•• independent RIA | Salt Lake City, Ut · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Thousand Oaks, Ca | 13 | 2 | 1 | +1 | 7.7% | |||
| P••••••• C•••••• S•••••••• I••• independent RIA | Hauppauge, Ny · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| T•••• B••• C•••••• L•• mixed wealth | Dallas, Tx · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| M••••••••• A•••••••• L•• independent RIA | New York, Ny · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| W•••• F•••• A••••••• BD affiliated | New City, Ny | 13 | 3 | 1 | +2 | 7.7% | |||
| J••• M••••• S••••••••• L•• wirehouse | San Mateo, Ca | 13 | 1 | 1 | 0 | 7.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Doylestown, Pa | 13 | 0 | 1 | -1 | 7.7% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Miamisburg, Oh | 13 | 0 | 1 | -1 | 7.7% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Roseville, Ca | 13 | 4 | 1 | +3 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Elk Grove, Ca | 13 | 4 | 1 | +3 | 7.7% | |||
| G••••• R••••••••• P••••••• L•• institutional | Cleveland, Oh | 13 | 1 | 1 | 0 | 7.7% | |||
| E••••• J•••• national BD | Mount Pleasant, Sc | 13 | 1 | 1 | 0 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Culver City, Ca | 13 | 0 | 1 | -1 | 7.7% | |||
| C••••••••• F•••••••• N•••••• national BD | Cary, Nc | 13 | 3 | 1 | +2 | 7.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mt Pleasant, Sc | 13 | 1 | 1 | 0 | 7.7% | |||
| S••••• I••••••••• A•••••••• L•• independent RIA | Salt Lake City, Ut | 13 | 1 | 1 | 0 | 7.7% | |||
| L•••••••• T••••••• A•••• M••••••••• I•• other | New York, Ny · principal | 13 | 4 | 1 | +3 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Clarksville, Md | 13 | 1 | 1 | 0 | 7.7% | |||
| B•• F•••••••• P•••••• W•••••• I••• independent RIA | Denver, Co · principal | 13 | 6 | 1 | +5 | 7.7% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Frisco, Tx | 13 | 0 | 1 | -1 | 7.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Waterford, Mi | 13 | 1 | 1 | 0 | 7.7% | |||
| G•••••• S•••• W••••• S•••••••• L••• BD affiliated | Chicago, Il | 13 | 2 | 1 | +1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Citrus Heights, Ca | 13 | 5 | 1 | +4 | 7.7% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Franklin, Tn | 13 | 2 | 1 | +1 | 7.7% | |||
| Q•••••• W••••• M••••••••• L•• independent RIA | Frisco, Tx · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| F•••••••• C•••••• M••••••••• L•• independent RIA | San Francisco, Ca | 13 | 2 | 1 | +1 | 7.7% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Centennial, Co | 13 | 10 | 1 | +9 | 7.7% | 2 | ||
| 7•• C••••••• L•• independent RIA | Lansing, Mi | 13 | 13 | 1 | +12 | 7.7% | |||
| E••••••• W••••• M••••••••• independent RIA | Denver, Co · principal | 13 | 4 | 1 | +3 | 7.7% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Reston, Va | 13 | 0 | 1 | -1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Castle Rock, Co | 13 | 3 | 1 | +2 | 7.7% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Cincinnati, Oh | 13 | 2 | 1 | +1 | 7.7% | |||
| C••••••• P••••••• independent RIA | Denver, Co | 13 | 2 | 1 | +1 | 7.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lewisville, Tx | 13 | 2 | 1 | +1 | 7.7% | 1 | ||
| E••••• J•••• national BD | Westerville, Oh | 13 | 0 | 1 | -1 | 7.7% | |||
| E••••• F•••••••• G•••• mixed wealth | Chicago, Il · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| R•• C•••••• M••••••• L•• national BD | Fresno, Ca | 13 | 1 | 1 | 0 | 7.7% | 1 | ||
| P•••••••• S••••••••• I••• BD affiliated | Jacksonville, Fl | 13 | 3 | 1 | +2 | 7.7% | |||
| W•••• F•••• A••••••• wirehouse | Portland, Me | 13 | 1 | 1 | 0 | 7.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Woodland Hills, Ca | 13 | 0 | 1 | -1 | 7.7% | |||
| R•••••• C•••••• M••••••••• I••• independent RIA | Cary, Nc · principal | 13 | 4 | 1 | +3 | 7.7% | |||
| T•••• C•••••• M••••••••• I••• independent RIA | San Diego, Ca · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Pittsford, Ny | 13 | 3 | 1 | +2 | 7.7% | |||
| E••••• J•••• national BD | Fairfax, Va | 13 | 3 | 1 | +2 | 7.7% | 1 | ||
| A•• W••••• A•••••••• L•• independent RIA | Scottsdale, Az · principal | 13 | 5 | 1 | +4 | 7.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Peachtree City, Ga | 13 | 2 | 1 | +1 | 7.7% | |||
| O•••• W•••••• I••• BD affiliated | Troy, Mi | 13 | 2 | 1 | +1 | 7.7% | |||
| J•••••• B•••• independent RIA | Vancouver, Wa · principal | 13 | 0 | 1 | -1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Cape Coral, Fl | 13 | 1 | 1 | 0 | 7.7% | |||
| J••• M••••• S••••••••• L•• wirehouse | East Meadow, Ny | 12 | 3 | 1 | +2 | 8.3% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Tyler, Tx | 12 | 1 | 1 | 0 | 8.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Cypress, Tx | 12 | 1 | 1 | 0 | 8.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Parsippany, Nj | 12 | 0 | 1 | -1 | 8.3% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Charlottesville, Va | 12 | 1 | 1 | 0 | 8.3% | |||
| E•••••••• A•••••••• L•• BD affiliated | Tucson, Az | 12 | 1 | 1 | 0 | 8.3% | |||
| I••••••• W••••• M••••••••• L•• independent RIA | Monterey, Ca · principal | 12 | 3 | 1 | +2 | 8.3% |
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.