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 “MARINER” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| BARTLETT & CO. WEALTH MANAGEMENT LLC independent RIA | Cincinatti, Oh | 11 | 0 | 1 | -1 | 9.1% | |||
| EDWARD JONES national BD | St Joseph, Mo | 11 | 0 | 1 | -1 | 9.1% | |||
| NORTHERN TRUST SECURITIES, INC BD affiliated | Tempe, Az | 11 | 1 | 1 | 0 | 9.1% | |||
| E••••• J•••• national BD | Sugar Land, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| P••••• W••••• P••••••• independent RIA | Independence, Oh · principal | 11 | 1 | 1 | 0 | 9.1% | |||
| C•••• independent RIA | Glenview, Il · principal | 11 | 1 | 1 | 0 | 9.1% | |||
| N•••••••• B••••• B• L•• no RAUM | San Francisco, Ca | 11 | 2 | 1 | +1 | 9.1% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Fairfax, Va | 11 | 0 | 1 | -1 | 9.1% | |||
| I•••••••• A•••••••• L•• BD affiliated | Farmington, Ct | 11 | 1 | 1 | 0 | 9.1% | |||
| T••••••••• W•••••• L•• independent RIA | Chevy Chase, Md · principal | 11 | 3 | 1 | +2 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Marietta, Ga | 11 | 1 | 1 | 0 | 9.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Forest Lake, Mn | 11 | 1 | 1 | 0 | 9.1% | |||
| E••••• J•••• national BD | Roseburg, Or | 11 | 0 | 1 | -1 | 9.1% | |||
| S••••• F•••••••• independent RIA | Orange, Ca · principal | 11 | 7 | 1 | +6 | 9.1% | |||
| E•••••• F•••••••• G•••• independent RIA | Minneapolis, Mn · principal | 11 | 1 | 1 | 0 | 9.1% | |||
| C•••••• S••••• • C••• I••• national BD | Upland, Ca | 11 | 2 | 1 | +1 | 9.1% | |||
| W•••• F•••• A••••••• wirehouse | Saratoga Springs, Ny | 11 | 0 | 1 | -1 | 9.1% | |||
| G• W••••• M••••••••• R••• L•• independent RIA | San Francisco, Ca | 11 | 3 | 1 | +2 | 9.1% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Boynton Beach, Fl | 11 | 1 | 1 | 0 | 9.1% | 1 | ||
| E••••• J•••• national BD | Parker, Co | 11 | 1 | 1 | 0 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Matthews, Nc | 11 | 1 | 1 | 0 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Massapequa, Ny | 11 | 0 | 1 | -1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Monterey, Ca | 11 | 2 | 1 | +1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | North Charleston, Sc | 11 | 2 | 1 | +1 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Kansas City, Mo | 11 | 2 | 1 | +1 | 9.1% | |||
| W•••• F•••• A••••••• wirehouse | Dallas, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| E••••• J•••• national BD | Noblesville, In | 11 | 2 | 1 | +1 | 9.1% | |||
| W•••• F•••• A••••••• wirehouse | Woodbury, Mn | 11 | 2 | 1 | +1 | 9.1% | |||
| E••••• J•••• national BD | Skokie, Il | 11 | 0 | 1 | -1 | 9.1% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Salt Lake City, Ut | 11 | 1 | 1 | 0 | 9.1% | |||
| W•••• F•••• A••••••• wirehouse | Cypress, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| S•••••• W••••• P•••••••• L•• BD affiliated | Metairie, La | 11 | 1 | 1 | 0 | 9.1% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Aurora, Co | 11 | 4 | 1 | +3 | 9.1% | |||
| H•••••••• A••••••• C•••• other | Arlington, Va · principal | 11 | 2 | 1 | +1 | 9.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lincoln, Ne | 11 | 0 | 1 | -1 | 9.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Glendale, Az | 11 | 2 | 1 | +1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Clovis, Ca | 11 | 0 | 1 | -1 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Gulfport, Ms | 11 | 1 | 1 | 0 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Lake Mary, Fl | 11 | 0 | 1 | -1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Lake Forest, Ca | 11 | 1 | 1 | 0 | 9.1% | |||
| H••• S••••••••• •••• I••• BD affiliated | Arcadia, Ca | 11 | 1 | 1 | 0 | 9.1% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Concord, Nh | 11 | 2 | 1 | +1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Langhorne, Pa | 11 | 1 | 1 | 0 | 9.1% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Little Rock, Ar | 11 | 3 | 1 | +2 | 9.1% | |||
| E••••• J•••• national BD | Keene, Nh | 11 | 2 | 1 | +1 | 9.1% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Colorado Spgs, Co | 11 | 3 | 1 | +2 | 9.1% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Downers Grove, Il | 11 | 0 | 1 | -1 | 9.1% | |||
| R•••••• A••••••• independent RIA | Redding, Ca · principal | 11 | 3 | 1 | +2 | 9.1% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Fairfield, Ct | 11 | 1 | 1 | 0 | 9.1% | |||
| P•••••••• A••••••• national BD | Liberty Lake, Wa | 11 | 2 | 1 | +1 | 9.1% | |||
| M•••••• A••••••• S•••••••• I••• independent RIA | White Plains, Ny · principal | 11 | 1 | 1 | 0 | 9.1% | |||
| S•••••• C•••••• P••••••• independent RIA | Omaha, Ne · principal | 11 | 6 | 1 | +5 | 9.1% | |||
| C•••••• S••••• • C••• I••• national BD | Spokane, Wa | 11 | 2 | 1 | +1 | 9.1% | |||
| E•••••••• A•••••••• L•• national BD | Middletown, Ny | 11 | 5 | 1 | +4 | 9.1% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Greeley, Co | 11 | 0 | 1 | -1 | 9.1% | |||
| G••••• R••••••••• P••••••• L•• institutional | Fort Lauderdale, Fl | 11 | 1 | 1 | 0 | 9.1% | |||
| A••••• F•••••••• A•••••••• L•• independent RIA | Lubbock, Tx · principal | 11 | 0 | 1 | -1 | 9.1% | |||
| C•••••• S••••• • C••• I••• national BD | Scarsdale, Ny | 11 | 1 | 1 | 0 | 9.1% | |||
| O•••• A••••••• S•••••••• L•• BD affiliated | Omaha, Ne | 11 | 0 | 1 | -1 | 9.1% | |||
| A••••••••• L••• other | Atlanta, Ga | 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.