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 “EAGLE STRATEGIES LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC BD affiliated | San Ramon, Ca | 9 | 5 | 1 | +4 | 11% | 2 | ||
| EDWARD JONES national BD | North Richland Hills, Tx | 9 | 2 | 1 | +1 | 11% | |||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Cleveland, Oh | 9 | 2 | 1 | +1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Aventura, Fl | 9 | 2 | 1 | +1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Guntersville, Al | 9 | 1 | 1 | 0 | 11% | |||
| T•• A•••••••• I••• BD affiliated | New York, Ny | 9 | 5 | 1 | +4 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Akron, Oh | 9 | 1 | 1 | 0 | 11% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Burlington, Vt | 9 | 3 | 1 | +2 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Ankeny, Ia | 9 | 1 | 1 | 0 | 11% | |||
| E••••• J•••• national BD | Lancaster, Pa | 9 | 1 | 1 | 0 | 11% | |||
| S••••••• P••• W••••• M••••••••• independent RIA | Jenison, Mi · principal | 9 | 1 | 1 | 0 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | White Bear Lake, Mn | 9 | 2 | 1 | +1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Cheshire, Ct | 9 | 1 | 1 | 0 | 11% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Wichita, Ks | 9 | 0 | 1 | -1 | 11% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Rolling Hills Estates, Ca | 9 | 1 | 1 | 0 | 11% | |||
| E••••• J•••• national BD | Garland, Tx | 9 | 0 | 1 | -1 | 11% | |||
| W•••• F•••• A••••••• wirehouse | Kirkland, Wa | 9 | 1 | 1 | 0 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Gig Harbor, Wa | 9 | 0 | 1 | -1 | 11% | |||
| E•••• S••••••••• L•• BD affiliated | San Ramon, Ca | 9 | 0 | 1 | -1 | 11% | |||
| E•••• S••••••••• L•• BD affiliated | Raleigh, Nc | 9 | 0 | 1 | -1 | 11% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | St Louis, Mo | 9 | 2 | 1 | +1 | 11% | |||
| G•••••••• F•••••••• A•••••••• L•• institutional | Irvine, Ca | 9 | 4 | 1 | +3 | 11% | |||
| R••••• P••• W••••• A•••••••• L•• independent RIA | Atlanta, Ga · principal | 9 | 4 | 1 | +3 | 11% | |||
| E••••• J•••• national BD | Burnsville, Mn | 9 | 2 | 1 | +1 | 11% | |||
| I••••••••• W••••• C••••••• L•• independent RIA | Worcester, Ma | 9 | 0 | 1 | -1 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Summit, Nj | 9 | 1 | 1 | 0 | 11% | |||
| L•••••• I••••••••• BD affiliated | Bethlehem, Pa | 9 | 1 | 1 | 0 | 11% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Stamford, Ct | 9 | 0 | 1 | -1 | 11% | |||
| E••••• F•••••••• M••••••••• C••••••• L•• independent RIA | Holmdel, Nj · principal | 9 | 0 | 1 | -1 | 11% | 1 | ||
| M• A••••••• brokerage advisory | Chicago, Il · principal | 9 | 1 | 1 | 0 | 11% | |||
| C•••••• C•••••• A•••••••• L•• independent RIA | Beverly Hills, Ca · principal | 9 | 2 | 1 | +1 | 11% | |||
| A••••••••• I••• independent RIA | Allen, Tx · principal | 9 | 3 | 1 | +2 | 11% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Augusta, Ga | 9 | 0 | 1 | -1 | 11% | |||
| M••••• L•• independent RIA | Philadelphia, Pa | 9 | 1 | 1 | 0 | 11% | |||
| O•••• W•••••• I••• BD affiliated | Novato, Ca | 9 | 0 | 1 | -1 | 11% | |||
| P••••••• W••••• independent RIA | San Jose, Ca · principal | 9 | 1 | 1 | 0 | 11% | |||
| T•• D••• G••••• L•• independent RIA | Hoffman Estates, Il · principal | 9 | 4 | 1 | +3 | 11% | |||
| P••••••• A•••••••• L•• independent RIA | Scottsdale, Az | 9 | 0 | 1 | -1 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Cherry Hill, Nj | 9 | 4 | 1 | +3 | 11% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Houston, Tx | 9 | 4 | 1 | +3 | 11% | |||
| O•••• W•••••• I••• BD affiliated | Forest Lake, Mn | 9 | 1 | 1 | 0 | 11% | |||
| C••••••••• F•••••••• P•••••••• I••• state registered | Glendale, Ca · principal | 9 | 0 | 1 | -1 | 11% | |||
| M•••••• independent RIA | Indianapolis, In | 9 | 1 | 1 | 0 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Merrillville, In | 9 | 4 | 1 | +3 | 11% | |||
| O•••••••• F••••• O•••••• mixed wealth | Birmingham, Al · principal | 9 | 1 | 1 | 0 | 11% | |||
| C••••••••• F•••••••• N•••••• national BD | Grand Rapids, Mi | 9 | 1 | 1 | 0 | 11% | |||
| P•• W••••• M••••••••• bank affiliated | San Antonio, Tx | 9 | 1 | 1 | 0 | 11% | |||
| W•••• I••••••••• A•••••••• L•• other | Garden Ridge, Tx | 9 | 1 | 1 | 0 | 11% | |||
| E••••• J•••• national BD | Acworth, Ga | 9 | 1 | 1 | 0 | 11% | |||
| W•••• F•••• A••••••• BD affiliated | Seattle, Wa | 9 | 4 | 1 | +3 | 11% | |||
| E•••••••• A•••••••• L•• BD affiliated | Ponce, Pr | 9 | 3 | 1 | +2 | 11% | |||
| S••••••• A•••• M••••••••• L•• institutional | Ponte Vedra Beach, Fl · principal | 9 | 5 | 1 | +4 | 11% | |||
| E•••••••• A•••••••• L•• BD affiliated | Roseville, Ca | 9 | 1 | 1 | 0 | 11% | |||
| E••••• J•••• national BD | Enumclaw, Wa | 9 | 2 | 1 | +1 | 11% | |||
| W•••• F•••• A••••••• wirehouse | St Paul, Mn | 9 | 0 | 1 | -1 | 11% | |||
| C•••••• C•••••• A••••••• independent RIA | Troy, Mi · principal | 9 | 2 | 1 | +1 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Medina, Oh | 9 | 3 | 1 | +2 | 11% | 1 | ||
| S•••••• C•••••• P•••••• W••••• M••••••••• L•• state registered | New York, Ny · principal | 9 | 2 | 1 | +1 | 11% | |||
| C••••••• S••••••••• I••• bank affiliated | Brooklyn, Ny | 9 | 5 | 1 | +4 | 11% | |||
| K•• I••••••••• S••••••• L•• bank affiliated | Columbus, Oh | 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.