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 |
|---|---|---|---|---|---|---|---|---|---|
| MADISON ADVISORY SERVICES, INC. independent RIA | White Plains, Ny · principal | 11 | 1 | 1 | 0 | 9.1% | |||
| LPL FINANCIAL LLC BD affiliated | Panama City, Fl | 11 | 4 | 1 | +3 | 9.1% | |||
| EDWARD JONES national BD | Parker, Co | 11 | 1 | 1 | 0 | 9.1% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | La Crosse, Wi | 11 | 0 | 1 | -1 | 9.1% | |||
| A••••• F•••••••• A•••••••• L•• independent RIA | Lubbock, Tx · principal | 11 | 0 | 1 | -1 | 9.1% | |||
| N••••••• T•••• S••••••••• I•• bank affiliated | Tempe, Az | 11 | 1 | 1 | 0 | 9.1% | |||
| G••••• R••••••••• P••••••• L•• institutional | Fort Lauderdale, Fl | 11 | 1 | 1 | 0 | 9.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lexington, Sc | 11 | 2 | 1 | +1 | 9.1% | |||
| W•••• F•••• A••••••• wirehouse | Woodbury, Mn | 11 | 2 | 1 | +1 | 9.1% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Pensacola, Fl | 11 | 3 | 1 | +2 | 9.1% | |||
| O•••••• P••••••• independent RIA | San Francisco, Ca · principal | 11 | 3 | 1 | +2 | 9.1% | |||
| O•••• A••••••• S•••••••• L•• BD affiliated | Omaha, Ne | 11 | 0 | 1 | -1 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Covington, La | 11 | 1 | 1 | 0 | 9.1% | |||
| H••••••••• F•••••••• A••••••• bank affiliated | Dublin, Oh | 11 | 1 | 1 | 0 | 9.1% | |||
| E••••• J•••• national BD | Noblesville, In | 11 | 2 | 1 | +1 | 9.1% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Aurora, Co | 11 | 4 | 1 | +3 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Monterey, Ca | 11 | 2 | 1 | +1 | 9.1% | |||
| P•• W••••• M••••••••• bank affiliated | Erie, Pa | 11 | 1 | 1 | 0 | 9.1% | |||
| I•••••• A•••••••• L•• independent RIA | Newtown, Pa · principal | 11 | 0 | 1 | -1 | 9.1% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Fairfield, Ct | 11 | 1 | 1 | 0 | 9.1% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Upland, Ca | 11 | 2 | 1 | +1 | 9.1% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Colorado Spgs, Co | 11 | 3 | 1 | +2 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | North Charleston, Sc | 11 | 2 | 1 | +1 | 9.1% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Downers Grove, Il | 11 | 0 | 1 | -1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Clovis, Ca | 11 | 0 | 1 | -1 | 9.1% | |||
| C••• S••••• P••••••• BD affiliated | Austin, Tx | 11 | 0 | 1 | -1 | 9.1% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Addison, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| A••••••••• F•••••• • M••••• I••• independent RIA | Washington, Dc · principal | 11 | 2 | 1 | +1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Burlington, Vt | 11 | 2 | 1 | +1 | 9.1% | |||
| F•••• C••••••• I••••••• S•••••••• I••• bank affiliated | Greenville, Sc | 11 | 3 | 1 | +2 | 9.1% | |||
| P•••••••• A••••••• BD affiliated | Liberty Lake, Wa | 11 | 2 | 1 | +1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Massapequa, Ny | 11 | 0 | 1 | -1 | 9.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | North Providence, Ri | 11 | 0 | 1 | -1 | 9.1% | |||
| E••••• J•••• national BD | Keene, Nh | 11 | 2 | 1 | +1 | 9.1% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Evans, Ga | 11 | 2 | 1 | +1 | 9.1% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Blaine, Mn | 11 | 3 | 1 | +2 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Matthews, Nc | 11 | 1 | 1 | 0 | 9.1% | |||
| B••••••• • C•• W••••• M••••••••• L•• independent RIA | Cincinatti, Oh | 11 | 0 | 1 | -1 | 9.1% | |||
| J•••••• W••••• I••• mixed wealth | Madison, Wi | 11 | 2 | 1 | +1 | 9.1% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Dallas, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| A••••••• A••••• L•• independent RIA | Perrysburg, Oh | 11 | 4 | 1 | +3 | 9.1% | |||
| F•••• I••••••••• S••••••• bank affiliated | Dallas, Tx | 11 | 3 | 1 | +2 | 9.1% | |||
| W•••• F•••• A••••••• BD affiliated | Dallas, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Lake Mary, Fl | 11 | 0 | 1 | -1 | 9.1% | |||
| W••••••••• T•••• I••••••••• A•••••••• I••• other | W•••••••••, De · principal | 11 | 4 | 1 | +3 | 9.1% | |||
| C•••••• S•••••• L•• independent RIA | Athens, Tn · principal | 11 | 0 | 1 | -1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Langhorne, Pa | 11 | 1 | 1 | 0 | 9.1% | |||
| B••••• W••••• C••••••••• I••• independent RIA | Roanoke, Va · principal | 11 | 1 | 1 | 0 | 9.1% | |||
| N••• E•• independent RIA | Conshohocken, Pa · principal | 11 | 3 | 1 | +2 | 9.1% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Spokane, Wa | 11 | 2 | 1 | +1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Lake Forest, Ca | 11 | 1 | 1 | 0 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Alpharetta, Ga | 11 | 1 | 1 | 0 | 9.1% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Scarsdale, Ny | 11 | 1 | 1 | 0 | 9.1% | |||
| W•••• F•••• A••••••• wirehouse | Fremont, Ca | 11 | 0 | 1 | -1 | 9.1% | |||
| S•••••••• W••••• M••••••••• L•• independent RIA | Buffalo, Ny · principal | 11 | 1 | 1 | 0 | 9.1% | |||
| T••••••• S••••••• A••••••• BD affiliated | Bloomfield Hills, Mi | 11 | 6 | 1 | +5 | 9.1% | |||
| F•••••• F•••••••• A•••••••• L•• independent RIA | Columbus, Oh · principal | 11 | 0 | 1 | -1 | 9.1% | |||
| O•••• W•••••• I••• BD affiliated | Auburn Hills, Mi | 11 | 0 | 1 | -1 | 9.1% | |||
| C••• L•• independent RIA | Cincinnati, Oh | 11 | 11 | 1 | +10 | 9.1% | |||
| E••••• J•••• national BD | Skokie, Il | 11 | 0 | 1 | -1 | 9.1% | 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.