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 “TRUIST ADVISORY SERVICES, INC.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC BD affiliated | Tucson, Az | 12 | 1 | 1 | 0 | 8.3% | |||
| PARK AVENUE SECURITIES LLC BD affiliated | Southfield, Mi | 12 | 1 | 1 | 0 | 8.3% | |||
| EDWARD JONES national BD | Humble, Tx | 12 | 0 | 1 | -1 | 8.3% | |||
| T• P•••••• C••••• W••••• L•• bank affiliated | Portsmouth, Nh | 12 | 1 | 1 | 0 | 8.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Santa Monica, Ca | 12 | 1 | 1 | 0 | 8.3% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Naples, Fl | 12 | 1 | 1 | 0 | 8.3% | |||
| R• I••••••••• M••••••••• L•• independent RIA | Eagle, Id · principal | 12 | 3 | 1 | +2 | 8.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Edmond, Ok | 12 | 0 | 1 | -1 | 8.3% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Flushing, Ny | 12 | 1 | 1 | 0 | 8.3% | |||
| E•••••••• A•••••••• L•• BD affiliated | Milford, Ct | 12 | 3 | 1 | +2 | 8.3% | |||
| E••••• J•••• national BD | Keller, Tx | 12 | 2 | 1 | +1 | 8.3% | |||
| M•• W••••• A••••••• independent RIA | Farmington, Ct · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| A••••• W••••• A•••••••• L•• independent RIA | Chattanooga, Tn · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| N•••••••• • A••••••••• I•• independent RIA | Reno, Nv · principal | 12 | 0 | 1 | -1 | 8.3% | |||
| E••••• J•••• national BD | Apex, Nc | 12 | 0 | 1 | -1 | 8.3% | |||
| 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% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Spring, Tx | 12 | 2 | 1 | +1 | 8.3% | |||
| 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% | |||
| J••• M••••• S••••••••• L•• wirehouse | East Meadow, Ny | 12 | 3 | 1 | +2 | 8.3% | 1 | ||
| G•••• V••••• A•••••• G••••• L•• independent RIA | Boca Raton, Fl | 12 | 0 | 1 | -1 | 8.3% | |||
| S•••••••• A••••••• L•• brokerage advisory | Boynton Beach, Fl | 12 | 2 | 1 | +1 | 8.3% | |||
| C••••• M••••••••• independent RIA | Miami, Fl · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| I••••••• F•• independent RIA | Boise, Id | 12 | 5 | 1 | +4 | 8.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Camarillo, Ca | 12 | 0 | 1 | -1 | 8.3% | |||
| K••••••• P•••••• W••••• independent RIA | Palm Desert, Ca · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| S•••••• W••••• P•••••••• L•• BD affiliated | Baton Rouge, La | 12 | 0 | 1 | -1 | 8.3% | |||
| H•••••• T••••••• • K•••• L•• BD affiliated | Addison, Tx | 12 | 1 | 1 | 0 | 8.3% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Hamden, Ct | 12 | 1 | 1 | 0 | 8.3% | |||
| W•••• I••••••••• A•••••••• L•• other | Columbus, Oh | 12 | 2 | 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% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Aurora, Co | 12 | 0 | 1 | -1 | 8.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wyandotte, Mi | 12 | 0 | 1 | -1 | 8.3% | |||
| N••••••• T•••• S••••••••• I•• bank affiliated | Tempe, Az | 12 | 2 | 1 | +1 | 8.3% | |||
| C•••••• W••••• A••••••• G•••• independent RIA | Fleming Island, Fl · principal | 12 | 5 | 1 | +4 | 8.3% | |||
| M•••• • C••••• I•• BD affiliated | Phoenix, Az | 12 | 3 | 1 | +2 | 8.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Manassas, Va | 12 | 1 | 1 | 0 | 8.3% | |||
| S•••••• M•••• M••••••••• L•• independent RIA | Watkinsville, Ga · principal | 12 | 0 | 1 | -1 | 8.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Livonia, Mi | 12 | 2 | 1 | +1 | 8.3% | |||
| C••••••• institutional | Lake Success, Ny | 12 | 1 | 1 | 0 | 8.3% | |||
| E••••• J•••• national BD | Valdosta, Ga | 12 | 1 | 1 | 0 | 8.3% | |||
| E••••• J•••• national BD | Sugar Land, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| B••••••• • C•• W••••• M••••••••• L•• independent RIA | Cincinatti, Oh | 11 | 0 | 1 | -1 | 9.1% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Huntsville, Al | 11 | 0 | 1 | -1 | 9.1% | |||
| E••••• J•••• national BD | St Joseph, Mo | 11 | 0 | 1 | -1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | North Charleston, Sc | 11 | 2 | 1 | +1 | 9.1% | |||
| T••••••••• W•••••• L•• independent RIA | Chevy Chase, Md · principal | 11 | 3 | 1 | +2 | 9.1% | |||
| N•••••••• B••••• B• L•• no RAUM | San Francisco, Ca | 11 | 2 | 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 | Topeka, Ks | 11 | 1 | 1 | 0 | 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% | |||
| B••••••• F• E•••••• • C••••••• I••••••••• BD affiliated | Morristown, Nj | 11 | 1 | 1 | 0 | 9.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Forest Lake, Mn | 11 | 1 | 1 | 0 | 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.