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 “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC BD affiliated | Cheshire, Ct | 9 | 1 | 1 | 0 | 11% | |||
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC BD affiliated | Burlington, Vt | 9 | 3 | 1 | +2 | 11% | |||
| EDWARD JONES national BD | Lancaster, Pa | 9 | 1 | 1 | 0 | 11% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Leesburg, Va | 9 | 2 | 1 | +1 | 11% | |||
| M•••••• W••••• M••••••••• I••• independent RIA | Charlottesville, Va · principal | 9 | 1 | 1 | 0 | 11% | |||
| E••••• J•••• national BD | Garland, Tx | 9 | 0 | 1 | -1 | 11% | |||
| E•••• S••••••••• L•• BD affiliated | San Ramon, Ca | 9 | 0 | 1 | -1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Aventura, Fl | 9 | 2 | 1 | +1 | 11% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | West Chester, Pa | 9 | 1 | 1 | 0 | 11% | |||
| E•••• S••••••••• L•• BD affiliated | Raleigh, Nc | 9 | 0 | 1 | -1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Akron, Oh | 9 | 1 | 1 | 0 | 11% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Beavercreek, Oh | 9 | 0 | 1 | -1 | 11% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Rolling Hills Estates, Ca | 9 | 1 | 1 | 0 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Ankeny, Ia | 9 | 1 | 1 | 0 | 11% | |||
| E••••• J•••• national BD | Burnsville, Mn | 9 | 2 | 1 | +1 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | San Ramon, Ca | 9 | 5 | 1 | +4 | 11% | 2 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | White Bear Lake, Mn | 9 | 2 | 1 | +1 | 11% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | St Louis, Mo | 9 | 2 | 1 | +1 | 11% | |||
| R••••• P••• W••••• A•••••••• L•• independent RIA | Atlanta, Ga · principal | 9 | 4 | 1 | +3 | 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% | |||
| M••••• L•• independent RIA | Philadelphia, Pa | 9 | 1 | 1 | 0 | 11% | |||
| A• W••••• M••••••••• L•• independent RIA | Jacksonville, Fl | 9 | 0 | 1 | -1 | 11% | |||
| O•••• W•••••• I••• BD affiliated | Novato, Ca | 9 | 0 | 1 | -1 | 11% | |||
| L•••••• I••••••••• BD affiliated | Bethlehem, Pa | 9 | 1 | 1 | 0 | 11% | |||
| P••••••• A•••••••• L•• independent RIA | Scottsdale, Az | 9 | 0 | 1 | -1 | 11% | |||
| O•••• W•••••• I••• BD affiliated | Forest Lake, Mn | 9 | 1 | 1 | 0 | 11% | |||
| M•••••• independent RIA | Indianapolis, In | 9 | 1 | 1 | 0 | 11% | |||
| E••••• F•••••••• M••••••••• C••••••• L•• independent RIA | Holmdel, Nj · principal | 9 | 0 | 1 | -1 | 11% | 1 | ||
| W•••• I••••••••• A•••••••• L•• other | Garden Ridge, Tx | 9 | 1 | 1 | 0 | 11% | |||
| G••••• R••••••••• P••••••• L•• institutional | Scottsdale, Az | 9 | 2 | 1 | +1 | 11% | |||
| E••••• J•••• national BD | Acworth, Ga | 9 | 1 | 1 | 0 | 11% | |||
| E•••••••• A•••••••• L•• BD affiliated | Roseville, Ca | 9 | 1 | 1 | 0 | 11% | |||
| E•••••••• A•••••••• L•• BD affiliated | Ponce, Pr | 9 | 3 | 1 | +2 | 11% | |||
| C•••••• C•••••• A••••••• independent RIA | Troy, Mi · principal | 9 | 2 | 1 | +1 | 11% | |||
| T•• D••• G••••• L•• independent RIA | Hoffman Estates, Il · principal | 9 | 4 | 1 | +3 | 11% | |||
| C••••••••• F•••••••• N•••••• national BD | Grand Rapids, Mi | 9 | 1 | 1 | 0 | 11% | |||
| W•••• F•••• A••••••• BD affiliated | Seattle, Wa | 9 | 4 | 1 | +3 | 11% | |||
| O•••••••• F••••• O•••••• mixed wealth | Birmingham, Al · principal | 9 | 1 | 1 | 0 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Summit, Nj | 9 | 1 | 1 | 0 | 11% | |||
| W•••• F•••• A••••••• wirehouse | St Paul, Mn | 9 | 0 | 1 | -1 | 11% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Sacramento, Ca | 9 | 4 | 1 | +3 | 11% | |||
| P•• W••••• M••••••••• bank affiliated | San Antonio, Tx | 9 | 1 | 1 | 0 | 11% | |||
| P••••••• W••••• independent RIA | San Jose, Ca · principal | 9 | 1 | 1 | 0 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Medina, Oh | 9 | 3 | 1 | +2 | 11% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Rockville, Md | 9 | 2 | 1 | +1 | 11% | |||
| C•••• W••••• S••••••• independent RIA | Tampa, Fl · principal | 9 | 3 | 1 | +2 | 11% | |||
| C••••••••• F•••••••• P•••••••• I••• state registered | Glendale, Ca · principal | 9 | 0 | 1 | -1 | 11% | |||
| V•••••• C•••••• L•• independent RIA | El Segundo, Ca · principal | 9 | 7 | 1 | +6 | 11% | |||
| S•••••• C•••••• P•••••• W••••• M••••••••• L•• state registered | New York, Ny · principal | 9 | 2 | 1 | +1 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Santa Rosa, Ca | 9 | 0 | 1 | -1 | 11% | |||
| O•••• W•••••• I••• BD affiliated | Oakdale, Mn | 9 | 0 | 1 | -1 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Merrillville, In | 9 | 4 | 1 | +3 | 11% | |||
| J••• M••••• P•••••• I••••••••• I••• platform/SMA | New York, Ny · principal | 9 | 0 | 1 | -1 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Hopkinton, Ma | 9 | 2 | 1 | +1 | 11% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Roseville, Ca | 9 | 2 | 1 | +1 | 11% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Huntington Beach, Ca | 9 | 1 | 1 | 0 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Woodbury, Ny | 9 | 0 | 1 | -1 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Madison, Wi | 9 | 1 | 1 | 0 | 11% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Augusta, Ga | 9 | 0 | 1 | -1 | 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.