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 |
|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK national BD | Bellevue, Wa | 12 | 2 | 1 | +1 | 8.3% | |||
| PALISADE CAPITAL MANAGEMENT, LP mixed wealth | Fort Lee, Nj · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| INTEGRIS WEALTH MANAGEMENT, LLC independent RIA | Monterey, Ca · principal | 12 | 3 | 1 | +2 | 8.3% | |||
| P•••••••• I••••••••• L•• asset manager | San Francisco, Ca · principal | 12 | 4 | 1 | +3 | 8.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Center Valley, Pa | 12 | 2 | 1 | +1 | 8.3% | |||
| D•••••• W••••• A••••••• independent RIA | Chicago, Il · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| C•••••• S••••• • C••• I••• national BD | Redmond, Wa | 12 | 2 | 1 | +1 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Corona, Ca | 12 | 4 | 1 | +3 | 8.3% | |||
| C•••••••• A•••••••• L•• independent RIA | Franklin, Tn · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Montgomery, Al | 12 | 0 | 1 | -1 | 8.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Santa Monica, Ca | 12 | 2 | 1 | +1 | 8.3% | |||
| E••••• J•••• national BD | Lakewood Ranch, Fl | 12 | 1 | 1 | 0 | 8.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Spring, Tx | 12 | 2 | 1 | +1 | 8.3% | |||
| J•• W••••• A•••••••• L•• independent RIA | Hermitage, Pa · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Palm Beach Gardens, Fl | 12 | 0 | 1 | -1 | 8.3% | |||
| E••••• J•••• national BD | Goodyear, Az | 12 | 1 | 1 | 0 | 8.3% | |||
| E••••• J•••• national BD | Valdosta, Ga | 12 | 1 | 1 | 0 | 8.3% | |||
| I••••••••• F•••••••• S•••••••• I••• independent RIA | Greensboro, Nc · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Norfolk, Va | 12 | 1 | 1 | 0 | 8.3% | 1 | ||
| J••••• M••••••••• S•••• L•• BD affiliated | Westminster, Md | 12 | 0 | 1 | -1 | 8.3% | |||
| W•••• I••••••••• A•••••••• L•• other | Columbus, Oh | 12 | 2 | 1 | +1 | 8.3% | |||
| E••••• J•••• national BD | Keller, Tx | 12 | 2 | 1 | +1 | 8.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Cypress, Tx | 12 | 1 | 1 | 0 | 8.3% | |||
| N•••• B••••••• W••••• M••••••••• L•• independent RIA | B•••••••, Ca · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Southfield, Mi | 12 | 1 | 1 | 0 | 8.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | East Meadow, Ny | 12 | 3 | 1 | +2 | 8.3% | 1 | ||
| R•• C•••••• M••••••• L•• national BD | Germantown, Tn | 12 | 0 | 1 | -1 | 8.3% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Charlottesville, Va | 12 | 1 | 1 | 0 | 8.3% | |||
| E•••••••• A•••••••• L•• national BD | Tucson, Az | 12 | 1 | 1 | 0 | 8.3% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Naples, Fl | 12 | 1 | 1 | 0 | 8.3% | |||
| E•••••••• A•••••••• L•• national BD | Milford, Ct | 12 | 3 | 1 | +2 | 8.3% | |||
| C••••• F•••••••• A•••••••• I••• independent RIA | Edina, Mn · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Tyler, Tx | 12 | 1 | 1 | 0 | 8.3% | |||
| R•••••••• independent RIA | New York, Ny · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| C••••••• institutional | Lake Success, Ny | 12 | 1 | 1 | 0 | 8.3% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Tampa, Fl | 12 | 0 | 1 | -1 | 8.3% | |||
| M•••• • C••••• I•• BD affiliated | Phoenix, Az | 12 | 3 | 1 | +2 | 8.3% | |||
| R• I••••••••• M••••••••• L•• independent RIA | Eagle, Id · principal | 12 | 3 | 1 | +2 | 8.3% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Hamden, Ct | 12 | 1 | 1 | 0 | 8.3% | |||
| E••••• J•••• national BD | Lexington, Sc | 12 | 0 | 1 | -1 | 8.3% | |||
| E••••• J•••• national BD | Apex, Nc | 12 | 0 | 1 | -1 | 8.3% | |||
| S•••••••• A••••••• L•• national BD | Boynton Beach, Fl | 12 | 2 | 1 | +1 | 8.3% | |||
| A••••• W••••• A•••••••• L•• independent RIA | Chattanooga, Tn · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| H•••••• T••••••• • K•••• L•• independent RIA | Littleton, Co | 12 | 3 | 1 | +2 | 8.3% | |||
| H•••••• T••••••• • K•••• L•• independent RIA | Addison, Tx | 12 | 1 | 1 | 0 | 8.3% | |||
| K••••••• P•••••• W••••• independent RIA | Palm Desert, Ca · principal | 12 | 1 | 1 | 0 | 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% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Edmond, Ok | 12 | 0 | 1 | -1 | 8.3% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Orlando, Fl | 12 | 2 | 1 | +1 | 8.3% | |||
| H••••• W••••• independent RIA | Charlotte, Nc · principal | 12 | 4 | 1 | +3 | 8.3% | |||
| P•• W••••• M••••••••• BD affiliated | Philadelphia, Pa | 12 | 3 | 1 | +2 | 8.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Marietta, Ga | 12 | 0 | 1 | -1 | 8.3% | |||
| L•• E••••••••• L•• BD affiliated | Newark, De | 12 | 1 | 1 | 0 | 8.3% | |||
| E••••• J•••• national BD | Fort Myers, Fl | 12 | 0 | 1 | -1 | 8.3% | |||
| E••••• J•••• national BD | Humble, Tx | 12 | 0 | 1 | -1 | 8.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wyandotte, Mi | 12 | 0 | 1 | -1 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Newton, Ma | 12 | 0 | 1 | -1 | 8.3% | |||
| N•••••••• • A••••••••• I•• independent RIA | Reno, Nv · principal | 12 | 0 | 1 | -1 | 8.3% | |||
| P•••••••• A••••••• national BD | Mahwah, Nj | 12 | 2 | 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.