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 “FIRST HORIZON ADVISORS, INC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. national BD | Portage, Mi | 10 | 1 | 1 | 0 | 10% | |||
| PYA WALTMAN CAPITAL, LLC independent RIA | Knoxville, Tn · principal | 10 | 2 | 1 | +1 | 10% | |||
| MANHATTAN WEST ASSET MANAGEMENT, LLC independent RIA | Los Angeles, Ca · principal | 10 | 1 | 1 | 0 | 10% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Clackamas, Or | 10 | 1 | 1 | 0 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Lewes, De | 10 | 0 | 1 | -1 | 10% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Mountain Brook, Al | 10 | 1 | 1 | 0 | 10% | |||
| W•••• F•••• A••••••• wirehouse | Pawleys Island, Sc | 10 | 1 | 1 | 0 | 10% | |||
| W•••• F•••• A••••••• wirehouse | Battle Creek, Mi | 10 | 0 | 1 | -1 | 10% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lake Forest, Il | 10 | 0 | 1 | -1 | 10% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Los Gatos, Ca | 10 | 3 | 1 | +2 | 10% | |||
| P••••••• A••••••• L•• asset manager | Bethesda, Md · principal | 10 | 2 | 1 | +1 | 10% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Mobile, Al | 10 | 1 | 1 | 0 | 10% | |||
| F••••••• A•••• M••••••••• L•• independent RIA | Clearwater, Fl · principal | 10 | 2 | 1 | +1 | 10% | |||
| W•••• F•••• A••••••• wirehouse | Long Beach, Ca | 10 | 0 | 1 | -1 | 10% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Fairfax, Va | 10 | 2 | 1 | +1 | 10% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Carmel, Ca | 10 | 3 | 1 | +2 | 10% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Asheville, Nc | 10 | 1 | 1 | 0 | 10% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Gadsden, Al | 10 | 1 | 1 | 0 | 10% | |||
| W•••• F•••• A••••••• wirehouse | Coralville, Ia | 10 | 1 | 1 | 0 | 10% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Lutz, Fl | 10 | 6 | 1 | +5 | 10% | 1 | ||
| R•• C•••••• M••••••• L•• national BD | Woodbury, Mn | 10 | 1 | 1 | 0 | 10% | |||
| M•• C•••••• M••••••••• L•• independent RIA | New York, Ny | 10 | 4 | 1 | +3 | 10% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Fort Lauderdale, Fl | 10 | 1 | 1 | 0 | 10% | |||
| H••• S••••••••• •••• I••• bank affiliated | Cupertino, Ca | 10 | 0 | 1 | -1 | 10% | |||
| C••••• F•••••••• G••••• I••• independent RIA | San Diego, Ca · principal | 10 | 3 | 1 | +2 | 10% | |||
| H•••••• I••••••••• I••• BD affiliated | Libertyville, Il | 10 | 1 | 1 | 0 | 10% | 1 | ||
| E••••• J•••• national BD | Washington, Dc | 10 | 1 | 1 | 0 | 10% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Jacksonville, Fl | 10 | 2 | 1 | +1 | 10% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Indianapolis, In | 10 | 2 | 1 | +1 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Franklin, Wi | 10 | 1 | 1 | 0 | 10% | 1 | ||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Auburn, Al | 10 | 1 | 1 | 0 | 10% | |||
| S•••• P•••• A•••••••• L•• independent RIA | Brielle, Nj · principal | 10 | 1 | 1 | 0 | 10% | |||
| R•••• • Y• I••••••••• A•••••••• L•• independent RIA | Eugene, Or · principal | 10 | 1 | 1 | 0 | 10% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Appleton, Wi | 10 | 1 | 1 | 0 | 10% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Albuquerque, Nm | 10 | 1 | 1 | 0 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Ephrata, Pa | 10 | 1 | 1 | 0 | 10% | |||
| I••••••••• I••••••••• C••••••••• L•• independent RIA | Bloomfield Hills, Mi · principal | 10 | 7 | 1 | +6 | 10% | |||
| W••••••• C•••••• independent RIA | Rogers, Ar | 10 | 3 | 1 | +2 | 10% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Upland, Ca | 10 | 1 | 1 | 0 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Edwardsville, Il | 10 | 2 | 1 | +1 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Cranford, Nj | 10 | 1 | 1 | 0 | 10% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Rye, Ny | 10 | 0 | 1 | -1 | 10% | |||
| A••••••••• L••• other | San Diego, Ca | 10 | 1 | 1 | 0 | 10% | |||
| A••••••••• I••••••••• A•••••••• L•• independent RIA | Maitland, Fl · principal | 10 | 0 | 1 | -1 | 10% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Jacksonville, Nc | 10 | 3 | 1 | +2 | 10% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Sarasota, Fl | 10 | 2 | 1 | +1 | 10% | |||
| T•••••• C••••••• I••• independent RIA | West Covina, Ca | 10 | 1 | 1 | 0 | 10% | |||
| M•• W••••• C••••••••• L•• independent RIA | Chesterfield, Mo · principal | 10 | 3 | 1 | +2 | 10% | |||
| R•••••••• independent RIA | New York, Ny · principal | 10 | 1 | 1 | 0 | 10% | |||
| C••••• A•••• M••••••••• L•• institutional | New York, Ny · principal | 10 | 0 | 1 | -1 | 10% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Port Washington, Ny | 10 | 0 | 1 | -1 | 10% | |||
| J••• A•••••• L•• independent RIA | Gardiner, Me · principal | 10 | 5 | 1 | +4 | 10% | |||
| V••••••• C•••••• L•• independent RIA | Atlanta, Ga · principal | 10 | 0 | 1 | -1 | 10% | |||
| T•• W••••• A•••••••• L•• independent RIA | Melville, Ny · principal | 10 | 2 | 1 | +1 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Brick, Nj | 10 | 1 | 1 | 0 | 10% | |||
| W•••• F•••• A••••••• wirehouse | Bel Air, Md | 10 | 2 | 1 | +1 | 10% | |||
| H•••••••• A•••••••• L•• BD affiliated | Downers Grove, Il | 10 | 1 | 1 | 0 | 10% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Murfreesboro, Tn | 10 | 1 | 1 | 0 | 10% | |||
| P• A•••• M••••••••• L•• asset manager | Chicago, Il · principal | 10 | 0 | 1 | -1 | 10% | |||
| B•• C•••••• M••••••••• other | Des Moines, Ia · principal | 10 | 0 | 1 | -1 | 10% |
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.