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.
65,363 offices matchName search is part of RIA and Wealth Intelligence, so “&PARTNERS” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC BD affiliated | Sterling, Va | 7 | 2 | 1 | +1 | 14% | |||
| LPL FINANCIAL LLC BD affiliated | St Simons Island, Ga | 7 | 0 | 1 | -1 | 14% | |||
| EDWARD JONES national BD | Alexandria, La | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Athens, Al | 7 | 1 | 1 | 0 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Simpsonville, Sc | 7 | 2 | 1 | +1 | 14% | |||
| E••••• J•••• national BD | Bowling Green, Ky | 7 | 0 | 1 | -1 | 14% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Flushing, Ny | 7 | 0 | 1 | -1 | 14% | 1 | ||
| E••••• J•••• national BD | Casper, Wy | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Chula Vista, Ca | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Easley, Sc | 7 | 1 | 1 | 0 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Round Rock, Tx | 7 | 2 | 1 | +1 | 14% | |||
| E••••• J•••• national BD | Frankfort, Il | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Marion, Ia | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Laguna Hills, Ca | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Los Altos, Ca | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Montgomery, Tx | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Newtown, Pa | 7 | 2 | 1 | +1 | 14% | |||
| E••••• J•••• national BD | Orland Park, Il | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Stephenville, Tx | 7 | 0 | 1 | -1 | 14% | 1 | ||
| E••••• J•••• national BD | Rancho Cucamonga, Ca | 7 | 3 | 1 | +2 | 14% | 1 | ||
| E••••• J•••• national BD | Rogers, Ar | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Shakopee, Mn | 7 | 1 | 1 | 0 | 14% | 1 | ||
| E••••• J•••• national BD | Sierra Vista, Az | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Texarkana, Tx | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Torrance, Ca | 7 | 2 | 1 | +1 | 14% | |||
| E•• F•••••••• A••••••• BD affiliated | Crown Point, In | 7 | 3 | 1 | +2 | 14% | |||
| S•••••• W••••• M••••••••• I••• independent RIA | Carlsbad, Ca · principal | 7 | 3 | 1 | +2 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Plantation, Fl | 7 | 0 | 1 | -1 | 14% | |||
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | Brentwood, Tn | 7 | 1 | 1 | 0 | 14% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Lansdale, Pa | 7 | 0 | 1 | -1 | 14% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Cary, Nc | 7 | 3 | 1 | +2 | 14% | |||
| A• W••••• M••••••••• L•• independent RIA | Lenexa, Ks | 7 | 3 | 1 | +2 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | The Villages, Fl | 7 | 1 | 1 | 0 | 14% | |||
| E•••••• F•••••••• E•••••• independent RIA | Alexandria, Va | 7 | 1 | 1 | 0 | 14% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Springfield, Il | 7 | 0 | 1 | -1 | 14% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Baltimore, Md | 7 | 1 | 1 | 0 | 14% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Columbus, Ga | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Parsippany, Nj | 7 | 2 | 1 | +1 | 14% | |||
| E••••• J•••• national BD | Newport Beach, Ca | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Paducah, Ky | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Granbury, Tx | 7 | 1 | 1 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Oxford, Ms | 7 | 0 | 1 | -1 | 14% | |||
| H••••••• F•••••••• L•• independent RIA | Gainesville, Va · principal | 7 | 2 | 1 | +1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Opelika, Al | 7 | 1 | 1 | 0 | 14% | |||
| C••• I••••••••• A••••••• S•••••••• L•• institutional | Kansas City, Mo | 7 | 2 | 1 | +1 | 14% | |||
| B•••••••• • B•••••••• F•••••••• A••••••• I••• independent RIA | San Luis Obispo, Ca · principal | 7 | 0 | 1 | -1 | 14% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Austin, Tx | 7 | 1 | 1 | 0 | 14% | |||
| E•••• S••••••••• L•• BD affiliated | Wall, Nj | 7 | 2 | 1 | +1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Bingham Farms, Mi | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Savage, Mn | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Algonquin, Il | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Hixson, Tn | 7 | 0 | 1 | -1 | 14% | |||
| A••••••• W••••• M••••••••• L•• independent RIA | Wilmington, De · principal | 7 | 1 | 1 | 0 | 14% | |||
| L•• E••••••••• L•• BD affiliated | Vestal, Ny | 7 | 1 | 1 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Nampa, Id | 7 | 0 | 1 | -1 | 14% | |||
| L•• E••••••••• L•• BD affiliated | Greensboro, Nc | 7 | 2 | 1 | +1 | 14% | |||
| O••••• P••••••• W••••• M••••••••• independent RIA | Jeffersonville, In · principal | 7 | 1 | 1 | 0 | 14% | |||
| C•••• C•••••• independent RIA | Toledo, Oh · principal | 7 | 1 | 1 | 0 | 14% | |||
| C•••••• C•••••• W••••• M••••••••• L•• independent RIA | Clayton, Mo · principal | 7 | 2 | 1 | +1 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Hamilton, Nj | 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.