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 “CETERA INVESTMENT ADVISERS LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS, LLC independent RIA | Denver, Co | 13 | 1 | 1 | 0 | 7.7% | |||
| ALTA CAPITAL MANAGEMENT LLC independent RIA | Salt Lake City, Ut · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| PRIMERICA ADVISORS BD affiliated | Chalfont, Pa | 13 | 6 | 1 | +5 | 7.7% | |||
| PRINCIPAL SECURITIES, INC. BD affiliated | Jacksonville, Fl | 13 | 3 | 1 | +2 | 7.7% | |||
| BUCK WEALTH STRATEGIES, LLC independent RIA | Honolulu, Hi | 13 | 3 | 1 | +2 | 7.7% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Albany, Ny | 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% | |||
| C••••••• P••••••• independent RIA | Madison, Wi | 13 | 1 | 1 | 0 | 7.7% | |||
| C••••••• P••••••• independent RIA | Denver, Co | 13 | 2 | 1 | +1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Hamburg, Ny | 13 | 0 | 1 | -1 | 7.7% | |||
| I••••••• W••••• M••••••••• L•• independent RIA | Monterey, Ca · principal | 12 | 3 | 1 | +2 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Greeley, Co | 12 | 1 | 1 | 0 | 8.3% | |||
| T•• F•••••••• M••••••••• I•• independent RIA | Boston, Ma · principal | 12 | 3 | 1 | +2 | 8.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | El Segunda, Ca | 12 | 5 | 1 | +4 | 8.3% | |||
| E••••• J•••• national BD | Marion, In | 12 | 2 | 1 | +1 | 8.3% | |||
| C•••••••• A•••••••• L•• independent RIA | Franklin, Tn · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| P••••••• C•••••• M••••••••• L• mixed wealth | Fort Lee, Nj · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Palm Harbor, Fl | 12 | 0 | 1 | -1 | 8.3% | |||
| J•• W••••• A•••••••• L•• independent RIA | Hermitage, Pa · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| P•••••••• I••••••••• L•• asset manager | San Francisco, Ca · principal | 12 | 4 | 1 | +3 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Greenwood, In | 12 | 4 | 1 | +3 | 8.3% | 1 | ||
| E••••• J•••• national BD | Lakewood Ranch, Fl | 12 | 1 | 1 | 0 | 8.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Eagle, Id | 12 | 2 | 1 | +1 | 8.3% | |||
| E••••• J•••• national BD | Sun City West, Az | 12 | 1 | 1 | 0 | 8.3% | 1 | ||
| B••••••• W••••• M••••••••• independent RIA | Altoona, Wi · principal | 12 | 7 | 1 | +6 | 8.3% | 1 | ||
| E••••• J•••• national BD | Saint Peters, Mo | 12 | 0 | 1 | -1 | 8.3% | |||
| C••••••••• F•••••••• N•••••• national BD | Bellevue, Wa | 12 | 2 | 1 | +1 | 8.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Spring, Tx | 12 | 2 | 1 | +1 | 8.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Palm Beach Gardens, Fl | 12 | 0 | 1 | -1 | 8.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Incline Village, Nv | 12 | 1 | 1 | 0 | 8.3% | |||
| D•••••• W••••• A••••••• independent RIA | Chicago, Il · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| N•••• B••••••• W••••• M••••••••• L•• independent RIA | B•••••••, Ca · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Santa Monica, Ca | 12 | 1 | 1 | 0 | 8.3% | |||
| E••••• J•••• national BD | Goodyear, Az | 12 | 1 | 1 | 0 | 8.3% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Westminster, Md | 12 | 0 | 1 | -1 | 8.3% | |||
| R•• C•••••• M••••••• L•• national BD | Germantown, Tn | 12 | 0 | 1 | -1 | 8.3% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Charlottesville, Va | 12 | 1 | 1 | 0 | 8.3% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Norfolk, Va | 12 | 1 | 1 | 0 | 8.3% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Corona, Ca | 12 | 4 | 1 | +3 | 8.3% | |||
| I••••••••• F•••••••• S•••••••• I••• BD affiliated | Greensboro, Nc · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| E•••••••• A•••••••• L•• BD affiliated | Tucson, Az | 12 | 1 | 1 | 0 | 8.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Cypress, Tx | 12 | 1 | 1 | 0 | 8.3% | |||
| C••••• F•••••••• A•••••••• I••• independent RIA | Edina, Mn · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | East Meadow, Ny | 12 | 3 | 1 | +2 | 8.3% | 1 | ||
| E•••••••• A•••••••• L•• BD affiliated | Milford, Ct | 12 | 3 | 1 | +2 | 8.3% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Southfield, Mi | 12 | 1 | 1 | 0 | 8.3% | |||
| E••••• J•••• national BD | Keller, Tx | 12 | 2 | 1 | +1 | 8.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Tyler, Tx | 12 | 1 | 1 | 0 | 8.3% | |||
| E••••• J•••• national BD | Valdosta, Ga | 12 | 1 | 1 | 0 | 8.3% | |||
| I••••••• F•• independent RIA | Boise, Id | 12 | 5 | 1 | +4 | 8.3% | |||
| W•••• I••••••••• A•••••••• L•• other | Columbus, Oh | 12 | 2 | 1 | +1 | 8.3% | |||
| R• I••••••••• M••••••••• L•• independent RIA | Eagle, Id · principal | 12 | 3 | 1 | +2 | 8.3% | |||
| N••••••• T•••• S••••••••• I•• bank affiliated | Tempe, Az | 12 | 2 | 1 | +1 | 8.3% | |||
| C••••••• institutional | Lake Success, Ny | 12 | 1 | 1 | 0 | 8.3% | |||
| A••••• W••••• A•••••••• L•• independent RIA | Chattanooga, Tn · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| E••••• J•••• national BD | Apex, Nc | 12 | 0 | 1 | -1 | 8.3% | |||
| S•••••••• A••••••• L•• brokerage advisory | Boynton Beach, Fl | 12 | 2 | 1 | +1 | 8.3% | |||
| H•• I••••••••• A••••••• I•• independent RIA | New Canaan, Ct · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| N•••••• A••••••• BD affiliated | Dallas, Tx | 12 | 5 | 1 | +4 | 8.3% |
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.