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 |
|---|---|---|---|---|---|---|---|---|---|
| ACUMEN WEALTH ADVISORS, LLC independent RIA | Chattanooga, Tn · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| TRUIST ADVISORY SERVICES, INC. BD affiliated | Charlottesville, Va | 12 | 1 | 1 | 0 | 8.3% | |||
| MJP WEALTH ADVISORS independent RIA | Farmington, Ct · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| R•••••••• independent RIA | New York, Ny · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Camarillo, Ca | 12 | 0 | 1 | -1 | 8.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Center Valley, Pa | 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% | |||
| C••••••• institutional | Lake Success, Ny | 12 | 1 | 1 | 0 | 8.3% | |||
| G•••• V••••• A•••••• G••••• L•• independent RIA | Boca Raton, Fl | 12 | 0 | 1 | -1 | 8.3% | |||
| C••••• M••••••••• independent RIA | Miami, Fl · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| S•••••••• A••••••• L•• national BD | Boynton Beach, Fl | 12 | 2 | 1 | +1 | 8.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wyandotte, Mi | 12 | 0 | 1 | -1 | 8.3% | |||
| M•••• • C••••• I•• BD affiliated | Phoenix, Az | 12 | 3 | 1 | +2 | 8.3% | |||
| S•••••• W••••• P•••••••• L•• BD affiliated | Baton Rouge, La | 12 | 0 | 1 | -1 | 8.3% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Orlando, Fl | 12 | 2 | 1 | +1 | 8.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Aurora, Co | 12 | 0 | 1 | -1 | 8.3% | |||
| E••••• J•••• national BD | Lexington, Sc | 12 | 0 | 1 | -1 | 8.3% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Tampa, Fl | 12 | 0 | 1 | -1 | 8.3% | |||
| W••••••••• S•••••• C•••••• M••••••••• L•• independent RIA | New York, Ny · principal | 12 | 0 | 1 | -1 | 8.3% | |||
| S•••••••• F•••••••• C•••••••• L•• independent RIA | San Antonio, Tx · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| M••••• S•••••• wirehouse | Rapid City, Sd | 12 | 0 | 1 | -1 | 8.3% | |||
| B• R•••• W••••• A•••••••• I••• BD affiliated | Chicago, Il | 12 | 0 | 1 | -1 | 8.3% | |||
| P•••••••• S••••••••• I••• BD affiliated | Urbandale, Ia | 12 | 0 | 1 | -1 | 8.3% | |||
| T•• F•••••••• M••••••••• I•• independent RIA | Boston, Ma · principal | 12 | 3 | 1 | +2 | 8.3% | |||
| E••••• J•••• national BD | Boerne, Tx | 12 | 0 | 1 | -1 | 8.3% | |||
| S•••••• M•••• M••••••••• L•• independent RIA | Watkinsville, Ga · principal | 12 | 0 | 1 | -1 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Newton, Ma | 12 | 0 | 1 | -1 | 8.3% | |||
| E••••• J•••• national BD | Goodyear, Az | 12 | 1 | 1 | 0 | 8.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Manassas, Va | 12 | 1 | 1 | 0 | 8.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Topeka, Ks | 11 | 1 | 1 | 0 | 9.1% | |||
| G• W••••• M••••••••• R••• L•• independent RIA | San Francisco, Ca | 11 | 3 | 1 | +2 | 9.1% | |||
| E••••• J•••• national BD | St Joseph, Mo | 11 | 0 | 1 | -1 | 9.1% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Huntsville, Al | 11 | 0 | 1 | -1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Matthews, Nc | 11 | 1 | 1 | 0 | 9.1% | |||
| W•••• F•••• A••••••• wirehouse | Fremont, Ca | 11 | 0 | 1 | -1 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | South Bend, In | 11 | 0 | 1 | -1 | 9.1% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Bloomington, Mn | 11 | 2 | 1 | +1 | 9.1% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Beaver, Pa | 11 | 1 | 1 | 0 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Salt Lake City, Ut | 11 | 1 | 1 | 0 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Massapequa, Ny | 11 | 0 | 1 | -1 | 9.1% | |||
| W•••• F•••• A••••••• wirehouse | Woodbury, Mn | 11 | 2 | 1 | +1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Clovis, Ca | 11 | 0 | 1 | -1 | 9.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lincoln, Ne | 11 | 0 | 1 | -1 | 9.1% | |||
| E•••• S••••••••• L•• BD affiliated | Spokane, Wa | 11 | 3 | 1 | +2 | 9.1% | |||
| B••••••• F• E•••••• • C••••••• I••••••••• BD affiliated | Ofallon, Il | 11 | 0 | 1 | -1 | 9.1% | |||
| E••••• J•••• national BD | Roseburg, Or | 11 | 0 | 1 | -1 | 9.1% | |||
| B••••••• F• E•••••• • C••••••• I••••••••• BD affiliated | Morristown, Nj | 11 | 1 | 1 | 0 | 9.1% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Miami Beach, Fl | 11 | 0 | 1 | -1 | 9.1% | |||
| A••••••••• I••••••••• S•••••••• I••• independent RIA | Green Bay, Wi · principal | 11 | 4 | 1 | +3 | 9.1% | |||
| E••••• J•••• national BD | Sugar Land, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| T••••••••• W•••••• L•• independent RIA | Chevy Chase, Md · principal | 11 | 3 | 1 | +2 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Monterey, Ca | 11 | 2 | 1 | +1 | 9.1% | |||
| E••••• J•••• national BD | Parker, Co | 11 | 1 | 1 | 0 | 9.1% | |||
| E•••••••• A•••••••• L•• national BD | Middletown, Ny | 11 | 5 | 1 | +4 | 9.1% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Lake Forest, Ca | 11 | 1 | 1 | 0 | 9.1% | |||
| E•••• S••••••••• L•• BD affiliated | Albuquerque, Nm | 11 | 3 | 1 | +2 | 9.1% | |||
| A••••• W••••• M••••••••• L•• independent RIA | Las Vegas, Nv · principal | 11 | 5 | 1 | +4 | 9.1% | |||
| E••••• J•••• national BD | Noblesville, In | 11 | 2 | 1 | +1 | 9.1% |
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.