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 “EAGLE STRATEGIES LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT BD affiliated | Oak Brook, Il | 13 | 1 | 1 | 0 | 7.7% | |||
| OSAIC WEALTH, INC. BD affiliated | Greensboro, Nc | 13 | 1 | 1 | 0 | 7.7% | |||
| WELLS FARGO ADVISORS wirehouse | Cape Coral, Fl | 13 | 0 | 1 | -1 | 7.7% | |||
| M••••••••• A•••••••• L•• independent RIA | New York, Ny · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Clifton Park, Ny | 13 | 3 | 1 | +2 | 7.7% | |||
| S••••••• P••••••• W••••• M••••••••• • F••••• O••••• independent RIA | San Diego, Ca · principal | 13 | 5 | 1 | +4 | 7.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Fort Wayne, In | 13 | 0 | 1 | -1 | 7.7% | 1 | ||
| A••• C•••••• M••••••••• L•• independent RIA | Salt Lake City, Ut · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| A•••••••• F••••• O•••••• L•• independent RIA | Marina Del Rey, Ca · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| C••••••••• W••• • C• I•• independent RIA | San Diego, Ca · principal | 13 | 3 | 1 | +2 | 7.7% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Miamisburg, Oh | 13 | 0 | 1 | -1 | 7.7% | |||
| E••••• J•••• national BD | Saint Peters, Mo | 13 | 0 | 1 | -1 | 7.7% | |||
| B••• W••••• S••••••••• L•• independent RIA | Honolulu, Hi | 13 | 3 | 1 | +2 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Hamburg, Ny | 13 | 0 | 1 | -1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Huntersville, Nc | 13 | 2 | 1 | +1 | 7.7% | |||
| W•••• F•••• A••••••• wirehouse | Miami, Fl | 13 | 0 | 1 | -1 | 7.7% | |||
| Z••••••••• C•••••• I••••••••• L•• other | Edmonds, Wa · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | Brooklyn, Ny | 13 | 6 | 1 | +5 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Culver City, Ca | 13 | 0 | 1 | -1 | 7.7% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Thousand Oaks, Ca | 13 | 2 | 1 | +1 | 7.7% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Roseville, Ca | 13 | 4 | 1 | +3 | 7.7% | |||
| 7•• C••••••• L•• independent RIA | Lansing, Mi | 13 | 13 | 1 | +12 | 7.7% | |||
| T•••• B••• C•••••• L•• mixed wealth | Dallas, Tx · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| P••••••• C•••••• S•••••••• I••• independent RIA | Hauppauge, Ny · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| C••••••••• F•••••••• N•••••• national BD | Cary, Nc | 13 | 3 | 1 | +2 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Elk Grove, Ca | 13 | 4 | 1 | +3 | 7.7% | |||
| W•••• F•••• A••••••• wirehouse | Saint George, Ut | 13 | 2 | 1 | +1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Clarksville, Md | 13 | 1 | 1 | 0 | 7.7% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Franklin, Tn | 13 | 2 | 1 | +1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Citrus Heights, Ca | 13 | 5 | 1 | +4 | 7.7% | |||
| J••• M••••• S••••••••• L•• wirehouse | Carlsbad, Ca | 13 | 0 | 1 | -1 | 7.7% | |||
| O•••• W•••••• I••• BD affiliated | Salt Lake City, Ut | 13 | 1 | 1 | 0 | 7.7% | |||
| S••••••• I••••••••• M••••••••• independent RIA | Buffalo, Ny · principal | 13 | 0 | 1 | -1 | 7.7% | |||
| E••••• F•••••••• G•••• mixed wealth | Chicago, Il · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| E••••• J•••• national BD | Mount 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•• F•••••••• L•• BD affiliated | Cape Coral, Fl | 13 | 1 | 1 | 0 | 7.7% | |||
| M•••••• BD affiliated | Pittsburgh, Pa | 13 | 4 | 1 | +3 | 7.7% | |||
| B•• F•••••••• P•••••• W•••••• I••• independent RIA | Denver, Co · principal | 13 | 6 | 1 | +5 | 7.7% | |||
| C•••••• S••••• • C••• I••• national BD | Frisco, Tx | 13 | 0 | 1 | -1 | 7.7% | |||
| Q•••••• W••••• M••••••••• L•• independent RIA | Frisco, Tx · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Centennial, Co | 13 | 10 | 1 | +9 | 7.7% | 1 | ||
| G•••••• S•••• W••••• S•••••••• L••• BD affiliated | Chicago, Il | 13 | 2 | 1 | +1 | 7.7% | |||
| E••••••• W••••• M••••••••• independent RIA | Denver, Co · principal | 13 | 4 | 1 | +3 | 7.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Waterford, Mi | 13 | 1 | 1 | 0 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Castle Rock, Co | 13 | 3 | 1 | +2 | 7.7% | |||
| W•••• F•••• A••••••• wirehouse | Portland, Me | 13 | 1 | 1 | 0 | 7.7% | |||
| M••••• G•••• I••••••••• A•••••••• L•• independent RIA | Denver, Co | 13 | 1 | 1 | 0 | 7.7% | |||
| C••••••• P••••••• independent RIA | Denver, Co | 13 | 2 | 1 | +1 | 7.7% | |||
| P•••••••• S••••••••• I••• BD affiliated | Jacksonville, Fl | 13 | 3 | 1 | +2 | 7.7% | |||
| R•• C•••••• M••••••• L•• national BD | Fresno, Ca | 13 | 1 | 1 | 0 | 7.7% | 1 | ||
| P••• A••••• S••••••••• L•• BD affiliated | Pittsford, Ny | 13 | 3 | 1 | +2 | 7.7% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Cincinnati, Oh | 13 | 2 | 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% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Woodland Hills, Ca | 13 | 0 | 1 | -1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Concord, Nh | 13 | 5 | 1 | +4 | 7.7% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Southborough, Ma | 13 | 1 | 1 | 0 | 7.7% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Reston, Va | 13 | 0 | 1 | -1 | 7.7% | |||
| E••••• J•••• national BD | Lexington, Sc | 12 | 0 | 1 | -1 | 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.