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 |
|---|---|---|---|---|---|---|---|---|---|
| COPLEY FINANCIAL GROUP, INC. independent RIA | San Diego, Ca · principal | 10 | 3 | 1 | +2 | 10% | |||
| CHARLES SCHWAB & CO., INC. brokerage advisory | Carmel, Ca | 10 | 3 | 1 | +2 | 10% | |||
| FLAHARTY ASSET MANAGEMENT, LLC independent RIA | Clearwater, Fl · principal | 10 | 2 | 1 | +1 | 10% | |||
| W•••• F•••• A••••••• wirehouse | Battle Creek, Mi | 10 | 0 | 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% | |||
| I•••••• S••••••••• I••• mixed wealth | Highland Park, Il · principal | 10 | 0 | 1 | -1 | 10% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Gadsden, Al | 10 | 1 | 1 | 0 | 10% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Sarasota, Fl | 10 | 2 | 1 | +1 | 10% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Jacksonville, Nc | 10 | 3 | 1 | +2 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Ephrata, Pa | 10 | 1 | 1 | 0 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Edwardsville, Il | 10 | 2 | 1 | +1 | 10% | |||
| T•••••• C••••••• I••• independent RIA | West Covina, Ca | 10 | 1 | 1 | 0 | 10% | |||
| O•••• A•••••••• L•• independent RIA | Austin, Tx · principal | 10 | 0 | 1 | -1 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Franklin, Wi | 10 | 1 | 1 | 0 | 10% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Cranford, Nj | 10 | 1 | 1 | 0 | 10% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Rye, Ny | 10 | 0 | 1 | -1 | 10% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Upland, Ca | 10 | 1 | 1 | 0 | 10% | |||
| W•••••••• A•••• M••••••••• independent RIA | Del Mar, Ca · principal | 10 | 0 | 1 | -1 | 10% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Port Washington, Ny | 10 | 0 | 1 | -1 | 10% | |||
| A•••• C•••••• M••••••••• L•• independent RIA | Boise, Id · principal | 10 | 2 | 1 | +1 | 10% | |||
| S•••• P•••• A•••••••• L•• independent RIA | Brielle, Nj · principal | 10 | 1 | 1 | 0 | 10% | |||
| W•••• F•••• A••••••• wirehouse | Bel Air, Md | 10 | 2 | 1 | +1 | 10% | |||
| R•••••••• independent RIA | New York, Ny · principal | 10 | 1 | 1 | 0 | 10% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Cypress, Tx | 10 | 2 | 1 | +1 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Brick, Nj | 10 | 1 | 1 | 0 | 10% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• independent RIA | Atlanta, Ga | 10 | 1 | 1 | 0 | 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% | |||
| A••••••••• I••••••••• A•••••••• L•• independent RIA | Maitland, Fl · principal | 10 | 0 | 1 | -1 | 10% | |||
| M••••• S•••••• wirehouse | Hagerstown, Md | 10 | 0 | 1 | -1 | 10% | |||
| M••••• S•••••• wirehouse | Chico, Ca | 10 | 1 | 1 | 0 | 10% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Santa Cruz, Ca | 10 | 1 | 1 | 0 | 10% | |||
| M•• F•••••••• S•••••••• I••• BD affiliated | Laguna Hills, Ca | 10 | 3 | 1 | +2 | 10% | |||
| J••• A•••••• L•• independent RIA | Gardiner, Me · principal | 10 | 5 | 1 | +4 | 10% | |||
| J• W• C••• A•••••••• I••• BD affiliated | Pittsford, Ny | 10 | 5 | 1 | +4 | 10% | 1 | ||
| C••••••• S••••••••• I••• bank affiliated | Naples, Fl | 10 | 3 | 1 | +2 | 10% | |||
| P••••• M•••• F•••••••• A••••••• independent RIA | Grand Rapids, Mi | 10 | 1 | 1 | 0 | 10% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Peachtree City, Ga | 10 | 2 | 1 | +1 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Montgomery, Al | 10 | 5 | 1 | +4 | 10% | |||
| E••••• J•••• national BD | Wake Forest, Nc | 10 | 2 | 1 | +1 | 10% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Newport News, Va | 10 | 2 | 1 | +1 | 10% | |||
| C••••••• S••••••••• I••• bank affiliated | Cranston, Ri | 10 | 1 | 1 | 0 | 10% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Meridian, Ms | 10 | 3 | 1 | +2 | 10% | 1 | ||
| C••••• A•••• M••••••••• L•• institutional | New York, Ny · principal | 10 | 0 | 1 | -1 | 10% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Summit, Nj | 9 | 1 | 1 | 0 | 11% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Lake Mary, Fl | 9 | 4 | 1 | +3 | 11% | |||
| C••••••••• F•••••••• N•••••• national BD | Grand Rapids, Mi | 9 | 1 | 1 | 0 | 11% | |||
| E••••• F•••••••• M••••••••• C••••••• L•• independent RIA | Holmdel, Nj · principal | 9 | 0 | 1 | -1 | 11% | 1 | ||
| P•• W••••• M••••••••• bank affiliated | San Antonio, Tx | 9 | 1 | 1 | 0 | 11% | |||
| E••••• J•••• national BD | North Richland Hills, Tx | 9 | 2 | 1 | +1 | 11% | |||
| R••••• P••• W••••• A•••••••• L•• independent RIA | Atlanta, Ga · principal | 9 | 4 | 1 | +3 | 11% | |||
| O•••••••• F••••• O•••••• mixed wealth | Birmingham, Al · principal | 9 | 1 | 1 | 0 | 11% | |||
| O•••• W•••••• I••• BD affiliated | Oakdale, Mn | 9 | 0 | 1 | -1 | 11% | |||
| T•• A•••••••• I••• BD affiliated | New York, Ny | 9 | 5 | 1 | +4 | 11% | |||
| E•••••••• A•••••••• L•• BD affiliated | Roseville, Ca | 9 | 1 | 1 | 0 | 11% | |||
| G••••• R••••••••• P••••••• L•• institutional | Scottsdale, Az | 9 | 2 | 1 | +1 | 11% | |||
| E•••••••• A•••••••• L•• BD affiliated | Ponce, Pr | 9 | 3 | 1 | +2 | 11% |
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.