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 “D.A. DAVIDSON & CO.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| THE ASCENT GROUP, LLC independent RIA | Wayne, Pa | 8 | 1 | 1 | 0 | 13% | |||
| HILL ISLAND FINANCIAL LLC independent RIA | Grand Rapids, Mi · principal | 8 | 1 | 1 | 0 | 13% | |||
| WELLS FARGO ADVISORS wirehouse | Redwood City, Ca | 8 | 1 | 1 | 0 | 13% | |||
| F•••• T•••• S••••••••• I••• bank affiliated | Nashville, Tn | 8 | 1 | 1 | 0 | 13% | |||
| C••••••• C•••••• M••••••••• L•• institutional | Conshohocken, Pa · principal | 8 | 0 | 1 | -1 | 13% | |||
| W•••• F•••• A••••••• wirehouse | Plains, Pa | 8 | 1 | 1 | 0 | 13% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Santa Cruz, Ca | 8 | 2 | 1 | +1 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Chillicothe, Oh | 8 | 0 | 1 | -1 | 13% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Orchard Park, Ny | 8 | 1 | 1 | 0 | 13% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Salt Lake City, Ut | 8 | 0 | 1 | -1 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Menlo Park, Ca | 8 | 2 | 1 | +1 | 13% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Homewood, Al | 8 | 1 | 1 | 0 | 13% | |||
| B••••• P••••• A•••••••• L•• independent RIA | Pasadena, Ca | 8 | 0 | 1 | -1 | 13% | |||
| P••••••• C•••••• M••••••••• L•• independent RIA | San Diego, Ca · principal | 8 | 3 | 1 | +2 | 13% | |||
| W•••• F•••• A••••••• wirehouse | Leesburg, Va | 8 | 1 | 1 | 0 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Providence, Ri | 8 | 0 | 1 | -1 | 13% | |||
| Y••••• C•••••• M••••••••• L•• asset manager | Bloomfield Hills, Mi · principal | 8 | 1 | 1 | 0 | 13% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Harrisonburg, Va | 8 | 2 | 1 | +1 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Upper Arlington, Oh | 8 | 0 | 1 | -1 | 13% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Katy, Tx | 8 | 1 | 1 | 0 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Albany, Or | 8 | 0 | 1 | -1 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Royal Oak, Mi | 8 | 2 | 1 | +1 | 13% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Franklin, Tn | 8 | 1 | 1 | 0 | 13% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Edmond, Ok | 8 | 0 | 1 | -1 | 13% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Asheville, Nc | 8 | 0 | 1 | -1 | 13% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Columbia, Md | 8 | 4 | 1 | +3 | 13% | |||
| H••• S••••••••• •••• I••• bank affiliated | Bellevue, Wa | 8 | 3 | 1 | +2 | 13% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Colorado Springs, Co | 8 | 1 | 1 | 0 | 13% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Cedar Rapids, Ia | 8 | 0 | 1 | -1 | 13% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Stockton, Ca | 8 | 0 | 1 | -1 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Elmhurst, Il | 8 | 1 | 1 | 0 | 13% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Pittsburgh, Pa | 8 | 0 | 1 | -1 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bend, Or | 8 | 0 | 1 | -1 | 13% | |||
| C•••••• W••••• M••••••••• L•• independent RIA | Chicago, Il · principal | 8 | 0 | 1 | -1 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Elkhart, In | 8 | 2 | 1 | +1 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Carrollton, Tx | 8 | 1 | 1 | 0 | 13% | |||
| H••• S••••••••• •••• I••• bank affiliated | Tysons, Va | 8 | 1 | 1 | 0 | 13% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | King Of Prussia, Pa | 8 | 2 | 1 | +1 | 13% | |||
| S••••••• W••••• M••••••••• I••• independent RIA | Champaign, Il · principal | 8 | 2 | 1 | +1 | 13% | |||
| F•••••••• M••••••••• I••• mixed wealth | Little Rock, Ar · principal | 8 | 4 | 1 | +3 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Clarkston, Mi | 8 | 1 | 1 | 0 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Marquette, Mi | 8 | 1 | 1 | 0 | 13% | |||
| N•••••• A••••••• BD affiliated | Jacksonville, Fl | 8 | 5 | 1 | +4 | 13% | 2 | ||
| C•••••• S••••• • C••• I••• brokerage advisory | Fresno, Ca | 8 | 1 | 1 | 0 | 13% | |||
| P•••••• • W••••• M••••••••• A••••••• independent RIA | Waltham, Ma · principal | 8 | 7 | 1 | +6 | 13% | |||
| U•• F•••••••• S•••••••• I••• bank affiliated | St Louis, Mo | 8 | 1 | 1 | 0 | 13% | |||
| A••••••••• I••••••••• A••••••• mixed wealth | Nashville, Il | 8 | 1 | 1 | 0 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Los Gatos, Ca | 8 | 0 | 1 | -1 | 13% | |||
| H••••••••• F•••••••• A••••••• bank affiliated | Byron Center, Mi | 8 | 0 | 1 | -1 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Lehi, Ut | 8 | 0 | 1 | -1 | 13% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Vero Beach, Fl | 8 | 0 | 1 | -1 | 13% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Topeka, Ks | 8 | 0 | 1 | -1 | 13% | |||
| P•• W••••• M••••••••• bank affiliated | Denver, Co | 8 | 7 | 1 | +6 | 13% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Alexandria, Va | 8 | 2 | 1 | +1 | 13% | |||
| H•••••• I••••••••• I••• BD affiliated | Rockford, Il | 8 | 2 | 1 | +1 | 13% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Greenville, Sc | 8 | 1 | 1 | 0 | 13% | |||
| C•••••• A••••••• BD affiliated | Renton, Wa | 8 | 0 | 1 | -1 | 13% | |||
| C•••••• A••••••• BD affiliated | Cleveland, Oh | 8 | 0 | 1 | -1 | 13% | |||
| M••••• S•••••• wirehouse | Jackson, Tn | 8 | 1 | 1 | 0 | 13% | |||
| A•••• C•••• W••••• M••••••••• L•• state registered | Southlake, Tx · principal | 8 | 0 | 1 | -1 | 13% |
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.