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 “AMERIPRISE FINANCIAL SERVICES, LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. independent RIA | San Luis Obispo, Ca · principal | 7 | 0 | 1 | -1 | 14% | |||
| EDWARD JONES national BD | Casper, Wy | 7 | 0 | 1 | -1 | 14% | |||
| ONEDIGITAL institutional | Baltimore, Md | 7 | 3 | 1 | +2 | 14% | |||
| P•••••••• S••••••••• I••• BD affiliated | Fort Worth, Tx | 7 | 1 | 1 | 0 | 14% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Austin, Tx | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Orland Park, Il | 7 | 0 | 1 | -1 | 14% | |||
| P•••••••• S••••••••• I••• BD affiliated | Brentwood, Tn | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Harrisburg, Pa | 7 | 0 | 1 | -1 | 14% | |||
| B•• W••••• S••••••••• independent RIA | Vestavia, Al · principal | 7 | 1 | 1 | 0 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Modesto, Ca | 7 | 1 | 1 | 0 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Covington, La | 7 | 0 | 1 | -1 | 14% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Clinton Township, Mi | 7 | 2 | 1 | +1 | 14% | |||
| E••••• J•••• national BD | Montgomery, Tx | 7 | 1 | 1 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Hoboken, Nj | 7 | 0 | 1 | -1 | 14% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Greenville, Nc | 7 | 0 | 1 | -1 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | New Canaan, Ct | 7 | 1 | 1 | 0 | 14% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Darien, Ct | 7 | 1 | 1 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Methuen, Ma | 7 | 0 | 1 | -1 | 14% | |||
| T••••••• C•••••• M••••••••• I••• mixed wealth | Laguna Hills, Ca · principal | 7 | 0 | 1 | -1 | 14% | |||
| P•••• C•••••• M••••••••• L•• independent RIA | New York, Ny · principal | 7 | 1 | 1 | 0 | 14% | |||
| O•••• W•••••• I••• BD affiliated | Sudbury, Ma | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Kailua Kona, Hi | 7 | 3 | 1 | +2 | 14% | 1 | ||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Waukesha, Wi | 7 | 1 | 1 | 0 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Canton, Oh | 7 | 0 | 1 | -1 | 14% | |||
| A•••• W••••• A•••••••• L•• independent RIA | Atlanta, Ga · principal | 7 | 0 | 1 | -1 | 14% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Broken Arrow, Ok | 7 | 0 | 1 | -1 | 14% | |||
| E•••••••• A•••••••• L•• BD affiliated | Edmond, Ok | 7 | 1 | 1 | 0 | 14% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Bend, Or | 7 | 3 | 1 | +2 | 14% | |||
| S•••••••• W••••• M••••••••• independent RIA | Traverse City, Mi · principal | 7 | 0 | 1 | -1 | 14% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Baltimore, Md | 7 | 0 | 1 | -1 | 14% | |||
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | Chantilly, Va | 7 | 2 | 1 | +1 | 14% | |||
| K•••••• C•••••• M••••••••• independent RIA | Rockville, Md · principal | 7 | 1 | 1 | 0 | 14% | |||
| S•••• I••••••••• C••••••••• I•• independent RIA | Winston S••••, Nc · principal | 7 | 1 | 1 | 0 | 14% | |||
| N••••••• A••••••• independent RIA | Radnor, Pa · principal | 7 | 0 | 1 | -1 | 14% | |||
| S•••••• W••••• P•••••••• L•• BD affiliated | New Orleans, La | 7 | 0 | 1 | -1 | 14% | |||
| R•• I••••••••• A••••••• independent RIA | West Hartford, Ct · principal | 7 | 0 | 1 | -1 | 14% | |||
| L•• E••••••••• L•• BD affiliated | The Woodlands, Tx | 7 | 1 | 1 | 0 | 14% | |||
| U••• B•••••• A•••••••• L•• bank affiliated | Las Vegas, Nv | 7 | 7 | 1 | +6 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Auburn Hills, Mi | 7 | 3 | 1 | +2 | 14% | |||
| M•• S••••••••• L•• no RAUM | New York, Ny · principal | 7 | 2 | 1 | +1 | 14% | |||
| D••••••••• C•••••• independent RIA | Tulsa, Ok · principal | 7 | 2 | 1 | +1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | West Linn, Or | 7 | 0 | 1 | -1 | 14% | |||
| C•••••• I••••••••• A•••••••• L•• independent RIA | Tampa, Fl | 7 | 1 | 1 | 0 | 14% | |||
| L•• E••••••••• L•• BD affiliated | Greensboro, Nc | 7 | 2 | 1 | +1 | 14% | |||
| D•••••• W••••• M••••••••• L•• independent RIA | Williamsville, Ny · principal | 7 | 2 | 1 | +1 | 14% | |||
| F••••• W••••• L•• independent RIA | Middleburg Heights, Oh · principal | 7 | 1 | 1 | 0 | 14% | |||
| O•••• W•••••• I••• BD affiliated | Vista, Ca | 7 | 0 | 1 | -1 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Hialeah, Fl | 7 | 2 | 1 | +1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Anderson, Sc | 7 | 0 | 1 | -1 | 14% | |||
| L••••• T•••••• I••••••••• I••• independent RIA | Scottsdale, Az | 7 | 1 | 1 | 0 | 14% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Albany, Ny | 7 | 0 | 1 | -1 | 14% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Ann Arbor, Mi | 7 | 1 | 1 | 0 | 14% | |||
| A••••••• W••••• M••••••••• L•• independent RIA | Wilmington, De · principal | 7 | 1 | 1 | 0 | 14% | |||
| U•• A••••••• institutional | Seattle, Wa | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Granite Bay, Ca | 7 | 0 | 1 | -1 | 14% | |||
| L•• E••••••••• L•• BD affiliated | Vestal, Ny | 7 | 1 | 1 | 0 | 14% | |||
| I••••••••• A•••••• A•••••••• L•• independent RIA | Raleigh, Nc | 7 | 0 | 1 | -1 | 14% | |||
| H•••••••• A•••••••• L•• BD affiliated | Harrison, Ny | 7 | 2 | 1 | +1 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Londonderry, Nh | 7 | 0 | 1 | -1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Marina Del Rey, Ca | 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.