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 |
|---|---|---|---|---|---|---|---|---|---|
| SEVEN SPRINGS WEALTH GROUP independent RIA | Brentwood, Tn · principal | 8 | 0 | 1 | -1 | 13% | |||
| PEKIN HARDY STRAUSS, INC. independent RIA | Chicago, Il · principal | 8 | 0 | 1 | -1 | 13% | |||
| ATLAS CAPITAL ADVISORS INC. independent RIA | San Francisco, Ca · principal | 8 | 5 | 1 | +4 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Upper Arlington, Oh | 8 | 0 | 1 | -1 | 13% | |||
| S•••••••• A••••••• L•• brokerage advisory | Lake Worth, Fl | 8 | 0 | 1 | -1 | 13% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Billings, Mt | 8 | 0 | 1 | -1 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Columbus, Ga | 8 | 1 | 1 | 0 | 13% | |||
| Y••••• C•••••• M••••••••• L•• asset manager | Bloomfield Hills, Mi · principal | 8 | 1 | 1 | 0 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Providence, Ri | 8 | 0 | 1 | -1 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Mansfield, Oh | 8 | 1 | 1 | 0 | 13% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Fresno, Ca | 8 | 1 | 1 | 0 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Elmhurst, Il | 8 | 1 | 1 | 0 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bend, Or | 8 | 0 | 1 | -1 | 13% | |||
| P•••••• • W••••• M••••••••• A••••••• independent RIA | Waltham, Ma · principal | 8 | 7 | 1 | +6 | 13% | |||
| M•••••• F•••••••• S••••••• C••••••••• state registered | San Antonio, Tx · principal | 8 | 0 | 1 | -1 | 13% | |||
| A••••••••• I••••••••• A••••••• mixed wealth | Nashville, Il | 8 | 1 | 1 | 0 | 13% | |||
| A••••• P•••••• C•••••• independent RIA | Cornelius, Nc · principal | 8 | 1 | 1 | 0 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Clarkston, Mi | 8 | 1 | 1 | 0 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Carrollton, Tx | 8 | 1 | 1 | 0 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Elkhart, In | 8 | 2 | 1 | +1 | 13% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | King Of Prussia, Pa | 8 | 2 | 1 | +1 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Marquette, Mi | 8 | 1 | 1 | 0 | 13% | |||
| C••••••••• S••••••••• L•• BD affiliated | Jefferson City, Mo | 8 | 1 | 1 | 0 | 13% | |||
| A•••• independent RIA | Frisco, Tx | 8 | 3 | 1 | +2 | 13% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Chicago, Il | 8 | 1 | 1 | 0 | 13% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Palm Beach Gardens, Fl | 8 | 6 | 1 | +5 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Los Gatos, Ca | 8 | 0 | 1 | -1 | 13% | |||
| I•• A••••••• S•••••••• I••• independent RIA | Liverpool, Ny · principal | 8 | 0 | 1 | -1 | 13% | |||
| P••••••••• S••••••••• C••••••••• BD affiliated | Santa Barbara, Ca | 8 | 0 | 1 | -1 | 13% | |||
| H••• S••••••••• •••• I••• bank affiliated | Tysons, Va | 8 | 1 | 1 | 0 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Lehi, Ut | 8 | 0 | 1 | -1 | 13% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Topeka, Ks | 8 | 0 | 1 | -1 | 13% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Alexandria, Va | 8 | 2 | 1 | +1 | 13% | |||
| A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I••• BD affiliated | Overland Park, Ks | 8 | 1 | 1 | 0 | 13% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Vero Beach, Fl | 8 | 0 | 1 | -1 | 13% | |||
| R••••••••• I••••••••• A••••••• I•• independent RIA | Oklahoma City, Ok · principal | 8 | 1 | 1 | 0 | 13% | |||
| A•••• I••••••••• M••••••••• state registered | Greenville, Sc · principal | 8 | 4 | 1 | +3 | 13% | |||
| M•••••• S•••••• W••••• M••••••••• I••• independent RIA | Appleton, Wi · principal | 8 | 2 | 1 | +1 | 13% | |||
| F• L• P••••• I••••••••• M••••••••• C•• independent RIA | Lynnfield, Ma · principal | 8 | 0 | 1 | -1 | 13% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Greenville, Sc | 8 | 1 | 1 | 0 | 13% | |||
| M••••• S•••••• wirehouse | Westerville, Oh | 8 | 0 | 1 | -1 | 13% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Norwalk, Ct | 8 | 2 | 1 | +1 | 13% | |||
| A•••• S••••• independent RIA | Eden Prairie, Mn · principal | 8 | 4 | 1 | +3 | 13% | |||
| M••••• S•••••• wirehouse | San Luis Obispo, Ca | 8 | 0 | 1 | -1 | 13% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Durham, Nc | 8 | 1 | 1 | 0 | 13% | |||
| A•• C••••••• L•• independent RIA | Phoenix, Az · principal | 8 | 0 | 1 | -1 | 13% | |||
| F•• W••••• P••••••• independent RIA | Rockville, Md · principal | 8 | 1 | 1 | 0 | 13% | |||
| P••• A• W•••••• L•• independent RIA | Lincoln, Ne · principal | 8 | 2 | 1 | +1 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Goodyear, Az | 8 | 2 | 1 | +1 | 13% | |||
| E•••••• F•••••••• E•••••• independent RIA | Federal Way, Wa | 8 | 0 | 1 | -1 | 13% | |||
| B••• M••• T•••• A•••••••• L•• bank affiliated | Wilmington, De | 8 | 1 | 1 | 0 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Delray Beach, Fl | 8 | 2 | 1 | +1 | 13% | |||
| S•••••••• I••••••••• G••••• L•• independent RIA | Newport Beach, Ca · principal | 8 | 1 | 1 | 0 | 13% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Saint Louis, Mo | 8 | 1 | 1 | 0 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Evanston, Il | 8 | 0 | 1 | -1 | 13% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Birmingham, Al | 8 | 2 | 1 | +1 | 13% | |||
| O• I••••••••• M••••••••• C• BD affiliated | Lees Summit, Mo | 8 | 1 | 1 | 0 | 13% | |||
| S•••••••• S••••••••• bank affiliated | Brooklyn, Ny | 8 | 3 | 1 | +2 | 13% | |||
| T••••• F•••••••• A••••••• independent RIA | Plantation, Fl · principal | 8 | 0 | 1 | -1 | 13% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Potomac, Md | 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.