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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Summit, Nj | 9 | 1 | 1 | 0 | 11% | |||
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. BD affiliated | St Louis, Mo | 9 | 2 | 1 | +1 | 11% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | White Bear Lake, Mn | 9 | 2 | 1 | +1 | 11% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Roseville, Ca | 9 | 2 | 1 | +1 | 11% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Wichita, Ks | 9 | 0 | 1 | -1 | 11% | |||
| I••••••••• W••••• C••••••• L•• independent RIA | Worcester, Ma | 9 | 0 | 1 | -1 | 11% | |||
| T•• D••• G••••• L•• independent RIA | Hoffman Estates, Il · principal | 9 | 4 | 1 | +3 | 11% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Charlotte, Nc | 9 | 3 | 1 | +2 | 11% | |||
| C•••••• C•••••• A••••••• independent RIA | Troy, Mi · principal | 9 | 2 | 1 | +1 | 11% | |||
| W•••• F•••• A••••••• wirehouse | Clive, Ia | 9 | 3 | 1 | +2 | 11% | |||
| W•••• F•••• A••••••• wirehouse | Chattanooga, Tn | 9 | 0 | 1 | -1 | 11% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Augusta, Ga | 9 | 0 | 1 | -1 | 11% | |||
| L•••••• I••••••••• BD affiliated | Bethlehem, Pa | 9 | 1 | 1 | 0 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Grand Rapids, Mi | 9 | 0 | 1 | -1 | 11% | |||
| E••••• J•••• national BD | Enumclaw, Wa | 9 | 2 | 1 | +1 | 11% | |||
| C••••••••• F•••••••• P•••••••• I••• state registered | Glendale, Ca · principal | 9 | 0 | 1 | -1 | 11% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Glendale, Ca | 9 | 1 | 1 | 0 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Medina, Oh | 9 | 3 | 1 | +2 | 11% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Peoria, Il | 9 | 0 | 1 | -1 | 11% | |||
| B•••••••• I••••••••• M••••••••• L•• asset manager | Philadelphia, Pa | 9 | 1 | 1 | 0 | 11% | |||
| C•••••• A••••••• BD affiliated | Horsham, Pa | 9 | 0 | 1 | -1 | 11% | |||
| P•• W••••• M••••••••• bank affiliated | San Antonio, Tx | 9 | 1 | 1 | 0 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Enfield, Ct | 9 | 0 | 1 | -1 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Cherry Hill, Nj | 9 | 4 | 1 | +3 | 11% | |||
| E•••••••• A•••••••• L•• BD affiliated | Roseville, Ca | 9 | 1 | 1 | 0 | 11% | |||
| S••••••••• I••• asset manager | Lake Mary, Fl · principal | 9 | 3 | 1 | +2 | 11% | |||
| S••••••• A•••• M••••••••• L•• institutional | Ponte Vedra Beach, Fl · principal | 9 | 5 | 1 | +4 | 11% | |||
| L••••••••• W••••• A••••••• independent RIA | Valley View, Oh · principal | 9 | 2 | 1 | +1 | 11% | |||
| C•••••• W•••••• L•• independent RIA | Santa Barbara, Ca · principal | 9 | 1 | 1 | 0 | 11% | |||
| V•••••• C•••••• L•• independent RIA | El Segundo, Ca · principal | 9 | 7 | 1 | +6 | 11% | |||
| B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• BD affiliated | Cedar Rapids, Ia · principal | 9 | 0 | 1 | -1 | 11% | |||
| E•••••• F•••••••• E•••••• independent RIA | Columbus, Oh | 9 | 0 | 1 | -1 | 11% | |||
| E•••••••• A•••••••• L•• BD affiliated | Ponce, Pr | 9 | 3 | 1 | +2 | 11% | |||
| V••• F•••••••• A•••••••• I••• BD affiliated | Dallas, Tx | 9 | 1 | 1 | 0 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Hopkinton, Ma | 9 | 2 | 1 | +1 | 11% | |||
| P•••••• C•••••• M••••••••• L•• independent RIA | Overland Park, Ks · principal | 9 | 3 | 1 | +2 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Crystal Lake, Il | 9 | 0 | 1 | -1 | 11% | |||
| S•••••• C•••••• P•••••• W••••• M••••••••• L•• state registered | New York, Ny · principal | 9 | 2 | 1 | +1 | 11% | |||
| C••••••••• F•••••••• N•••••• national BD | Grand Rapids, Mi | 9 | 1 | 1 | 0 | 11% | |||
| C••••••• S••••••••• I••• bank affiliated | Brooklyn, Ny | 9 | 5 | 1 | +4 | 11% | |||
| P••••••• W••••• independent RIA | San Jose, Ca · principal | 9 | 1 | 1 | 0 | 11% | |||
| O•••••••• F••••• O•••••• mixed wealth | Birmingham, Al · principal | 9 | 1 | 1 | 0 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Grand Forks, Nd | 9 | 2 | 1 | +1 | 11% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Louisville, Ky | 9 | 1 | 1 | 0 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Harleysville, Pa | 9 | 3 | 1 | +2 | 11% | 1 | ||
| A•••• G•••• C••••••• L•• independent RIA | Avon, Co · principal | 9 | 4 | 1 | +3 | 11% | |||
| T•• L• W••••• C••••••••• I•• independent RIA | Timonium, Md · principal | 9 | 1 | 1 | 0 | 11% | |||
| P•• W••••• M••••••••• bank affiliated | Birmingham, Al | 9 | 0 | 1 | -1 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Charlottesville, Va | 9 | 1 | 1 | 0 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Dearborn, Mi | 9 | 1 | 1 | 0 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Santa Rosa, Ca | 9 | 0 | 1 | -1 | 11% | |||
| T• P•••••• C••••• W••••• L•• bank affiliated | Philadelphia, Pa | 9 | 1 | 1 | 0 | 11% | |||
| B••••• R••• W••••• M••••••••• L•• independent RIA | Anchorage, Ak · principal | 9 | 2 | 1 | +1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Woodbury, Ny | 9 | 0 | 1 | -1 | 11% | |||
| S•••••••• A••••••• L•• brokerage advisory | Corona, Ca | 9 | 1 | 1 | 0 | 11% | |||
| S•••••••• A•••••••• L•• BD affiliated | Houston, Tx | 9 | 4 | 1 | +3 | 11% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Rancho Cucamonga, Ca | 9 | 3 | 1 | +2 | 11% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Great Neck, Ny | 9 | 1 | 1 | 0 | 11% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Fargo, Nd | 9 | 1 | 1 | 0 | 11% | |||
| W•••• F•••• A••••••• wirehouse | Midland, Mi | 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.