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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLOY INVESTMENT MANAGEMENT state registered | Greenville, Sc · principal | 8 | 4 | 1 | +3 | 13% | |||
| STIFEL, NICOLAUS & COMPANY, INCORPORATED national BD | Vero Beach, Fl | 8 | 0 | 1 | -1 | 13% | |||
| AE WEALTH MANAGEMENT, LLC independent RIA | Overland Park, Ks | 8 | 1 | 1 | 0 | 13% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Topeka, Ks | 8 | 0 | 1 | -1 | 13% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Greenville, Sc | 8 | 1 | 1 | 0 | 13% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | King Of Prussia, Pa | 8 | 2 | 1 | +1 | 13% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Sioux Falls, Sd | 8 | 0 | 1 | -1 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Lehi, Ut | 8 | 0 | 1 | -1 | 13% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Valhalla, Ny | 8 | 1 | 1 | 0 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Carrollton, Tx | 8 | 1 | 1 | 0 | 13% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Urbana, Il | 8 | 0 | 1 | -1 | 13% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Alexandria, Va | 8 | 2 | 1 | +1 | 13% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Ofallon, Il | 8 | 0 | 1 | -1 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bend, Or | 8 | 0 | 1 | -1 | 13% | |||
| M••••••• W••••• M••••••••• L•• independent RIA | M•••••••, Ga · principal | 8 | 0 | 1 | -1 | 13% | |||
| H••• S••••••••• •••• I••• bank affiliated | Tysons, Va | 8 | 1 | 1 | 0 | 13% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Basking Ridge, Nj | 8 | 0 | 1 | -1 | 13% | |||
| P••••• M•••• F•••••••• A••••••• independent RIA | Detroit, Mi | 8 | 2 | 1 | +1 | 13% | |||
| E••••• J•••• national BD | Blair, Ne | 8 | 4 | 1 | +3 | 13% | |||
| E••••• J•••• national BD | Wayzata, Mn | 8 | 1 | 1 | 0 | 13% | 1 | ||
| C•••••• S••••• • C••• I••• brokerage advisory | Fresno, Ca | 8 | 1 | 1 | 0 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Marquette, Mi | 8 | 1 | 1 | 0 | 13% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Surprise, Az | 8 | 1 | 1 | 0 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Clarkston, Mi | 8 | 1 | 1 | 0 | 13% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Ludlow, Ma | 7 | 7 | 1 | +6 | 14% | |||
| M•••••• I••••••••• L•• other | Overland Park, Ks | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Sierra Vista, Az | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Shakopee, Mn | 7 | 1 | 1 | 0 | 14% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Irving, Tx | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Rogers, Ar | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Rancho Cucamonga, Ca | 7 | 3 | 1 | +2 | 14% | 1 | ||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Albany, Ny | 7 | 0 | 1 | -1 | 14% | |||
| V••••••• A••••••• L•• institutional | New York, Ny · principal | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Upper Montclair, Nj | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Orland Park, Il | 7 | 0 | 1 | -1 | 14% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Sylvania, Oh | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Montgomery, Tx | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Teaneck, Nj | 7 | 1 | 1 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Elkhorn, Ne | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Los Altos, Ca | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Tupelo, Ms | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Laguna Hills, Ca | 7 | 0 | 1 | -1 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Torrance, Ca | 7 | 2 | 1 | +1 | 14% | 1 | ||
| F•••••••• H•••••• W••••• A••••••• independent RIA | Winter Park, Fl · principal | 7 | 3 | 1 | +2 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Darien, Ct | 7 | 1 | 1 | 0 | 14% | |||
| H•••••• T••••••• • K•••• L•• BD affiliated | Houston, Tx | 7 | 0 | 1 | -1 | 14% | |||
| E•••• S••••••••• L•• BD affiliated | Wichita, Ks | 7 | 2 | 1 | +1 | 14% | |||
| E••••• J•••• national BD | Frankfort, Il | 7 | 1 | 1 | 0 | 14% | |||
| P•••• C•••••• M••••••••• L•• independent RIA | New York, Ny · principal | 7 | 1 | 1 | 0 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Covington, La | 7 | 0 | 1 | -1 | 14% | |||
| B••••••• F• E•••••• • C••••••• I••••••••• BD affiliated | Alpharetta, Ga | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Easley, Sc | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Chula Vista, Ca | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Casper, Wy | 7 | 0 | 1 | -1 | 14% | |||
| T••••••• B•••••• A•• R••••••••• A••••••• institutional | Rensselaer, Ny · principal | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Bonney Lake, Wa | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Bowling Green, Ky | 7 | 0 | 1 | -1 | 14% | |||
| E•••• S••••••••• L•• BD affiliated | Horsham, Pa | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Bettendorf, Ia | 7 | 1 | 1 | 0 | 14% | |||
| H••••••• W••••• M••••••••• independent RIA | Boise, Id · principal | 7 | 0 | 1 | -1 | 14% |
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.