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 |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD JONES national BD | Athens, Al | 7 | 1 | 1 | 0 | 14% | |||
| MMA SECURITIES LLC no RAUM | New York, Ny · principal | 7 | 2 | 1 | +1 | 14% | |||
| PRIMERICA ADVISORS BD affiliated | Green Bay, Wi | 7 | 2 | 1 | +1 | 14% | |||
| E••••• J•••• national BD | Alexandria, La | 7 | 0 | 1 | -1 | 14% | |||
| O••••••••• • C•• I••• BD affiliated | White Plains, Ny | 7 | 0 | 1 | -1 | 14% | |||
| A• W••••• M••••••••• L•• independent RIA | Peoria, Az | 7 | 4 | 1 | +3 | 14% | |||
| O•••• W•••••• I••• BD affiliated | Vista, Ca | 7 | 0 | 1 | -1 | 14% | |||
| O•••• W•••••• I••• BD affiliated | Sudbury, Ma | 7 | 0 | 1 | -1 | 14% | |||
| C••••• A••••••• I•• independent RIA | New York, Ny · principal | 7 | 0 | 1 | -1 | 14% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Albany, Ny | 7 | 0 | 1 | -1 | 14% | |||
| T•••• C•••••• B••• P•••••• W••••• A••••••• bank affiliated | Austin, Tx | 7 | 0 | 1 | -1 | 14% | |||
| H•••••• T••••••• • K•••• L•• BD affiliated | Houston, Tx | 7 | 0 | 1 | -1 | 14% | |||
| S•• BD affiliated | Colorado Springs, Co | 7 | 1 | 1 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Elkhorn, Ne | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Darien, Ct | 7 | 1 | 1 | 0 | 14% | |||
| E•••••• F•••••••• E•••••• independent RIA | Alexandria, Va | 7 | 1 | 1 | 0 | 14% | |||
| E•••••• A••••••• G••••• L•• brokerage advisory | Lakewood, Co | 7 | 5 | 1 | +4 | 14% | 1 | ||
| V••••••• A••••••• L•• institutional | New York, Ny · principal | 7 | 1 | 1 | 0 | 14% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Oklahoma City, Ok | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Cottage Grove, Wi | 7 | 0 | 1 | -1 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Tupelo, Ms | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Torrance, Ca | 7 | 2 | 1 | +1 | 14% | 1 | ||
| S•••••••• A••••••• L•• brokerage advisory | Dunbarton, Nh | 7 | 1 | 1 | 0 | 14% | |||
| W•••• F•••• A••••••• BD affiliated | Staten Island, Ny | 7 | 0 | 1 | -1 | 14% | 1 | ||
| T••••••• B•••••• A•• R••••••••• A••••••• institutional | Rensselaer, Ny · principal | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Teaneck, Nj | 7 | 1 | 1 | 0 | 14% | |||
| B••••••••• W••••• A•••••••• L•• no RAUM | Kennesaw, Ga | 7 | 0 | 1 | -1 | 14% | |||
| P•••••••• A••••••• BD affiliated | Lake Worth, Fl | 7 | 0 | 1 | -1 | 14% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Lansdale, Pa | 7 | 0 | 1 | -1 | 14% | |||
| O•••• I••••••••• I••• BD affiliated | Brooklyn, Ny | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Upper Montclair, Nj | 7 | 1 | 1 | 0 | 14% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Fresno, Ca | 7 | 1 | 1 | 0 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Silver Spring, Md | 7 | 3 | 1 | +2 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Methuen, Ma | 7 | 0 | 1 | -1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | San Ramon, Ca | 7 | 0 | 1 | -1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Rhinebeck, Ny | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Bettendorf, Ia | 7 | 1 | 1 | 0 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Parker, Co | 7 | 0 | 1 | -1 | 14% | |||
| K•••••• C•••••• M••••••••• independent RIA | Rockville, Md · principal | 7 | 1 | 1 | 0 | 14% | |||
| T••••••• T••••••••• A••••••• independent RIA | Fort Worth, Tx · principal | 7 | 7 | 1 | +6 | 14% | |||
| K•• I••••••••• S••••••• L•• bank affiliated | Pittsburgh, Pa | 7 | 1 | 1 | 0 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Marina Del Rey, Ca | 7 | 0 | 1 | -1 | 14% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Towson, Md | 7 | 0 | 1 | -1 | 14% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Newport Beach, Ca | 7 | 2 | 1 | +1 | 14% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Ormond Beach, Fl | 7 | 0 | 1 | -1 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Covington, La | 7 | 0 | 1 | -1 | 14% | |||
| E••••••• F•••••••• G•••• independent RIA | Indianapolis, In · principal | 7 | 1 | 1 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Abilene, Tx | 7 | 0 | 1 | -1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Durango, Co | 7 | 1 | 1 | 0 | 14% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Lakewood, Co | 7 | 0 | 1 | -1 | 14% | |||
| R•••••••• A•••••••• L•• independent RIA | Englewood, Co · principal | 7 | 1 | 1 | 0 | 14% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Kennesaw, Ga | 7 | 2 | 1 | +1 | 14% | |||
| S••••••• BD affiliated | Charlotte, Nc | 7 | 2 | 1 | +1 | 14% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Henderson, Nv | 7 | 1 | 1 | 0 | 14% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | San Diego, Ca | 7 | 1 | 1 | 0 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | The Villages, Fl | 7 | 1 | 1 | 0 | 14% | |||
| O••••••••• S••••••••• I••• BD affiliated | Tampa, Fl | 7 | 1 | 1 | 0 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Belmont, Nc | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | High Point, Nc | 7 | 2 | 1 | +1 | 14% | |||
| T•• I••••••••• C•••••• C•••••• independent RIA | Las Vegas, Nv · principal | 7 | 1 | 1 | 0 | 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.