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 “GENEOS WEALTH MANAGEMENT, INC.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| WORTHPOINTE independent RIA | Ramona, Ca | 7 | 0 | 1 | -1 | 14% | |||
| PARADIEM, LLC independent RIA | Covington, La · principal | 7 | 1 | 1 | 0 | 14% | |||
| MML INVESTORS SERVICES, LLC BD affiliated | Sylvania, Oh | 7 | 0 | 1 | -1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Silver Spring, Md | 7 | 3 | 1 | +2 | 14% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Sarasota, Fl | 7 | 0 | 1 | -1 | 14% | |||
| B••••••••• W••••• A•••••••• L•• no RAUM | Kennesaw, Ga | 7 | 0 | 1 | -1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Belmont, Nc | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Frankfort, Il | 7 | 1 | 1 | 0 | 14% | |||
| H•••••• T••••••• • K•••• L•• BD affiliated | Houston, Tx | 7 | 0 | 1 | -1 | 14% | |||
| H••• S••••••••• •••• I••• bank affiliated | Seattle, Wa | 7 | 0 | 1 | -1 | 14% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Concord, Nh | 7 | 2 | 1 | +1 | 14% | |||
| C••••• W••••• independent RIA | La Jolla, Ca · principal | 7 | 0 | 1 | -1 | 14% | |||
| P•••••••• A••••••• BD affiliated | Green Bay, Wi | 7 | 2 | 1 | +1 | 14% | |||
| E••••• J•••• national BD | Ooltewah, Tn | 7 | 0 | 1 | -1 | 14% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Washington, Dc | 7 | 1 | 1 | 0 | 14% | |||
| W•••••• B•••• • C•••••• L••••• BD affiliated | Denver, Co | 7 | 1 | 1 | 0 | 14% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Murray, Ut | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wichita Falls, Tx | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Easley, Sc | 7 | 1 | 1 | 0 | 14% | |||
| O••••• P••••••• W••••• M••••••••• independent RIA | Jeffersonville, In · principal | 7 | 1 | 1 | 0 | 14% | |||
| S••••• G••••• I••••••••• L•• mixed wealth | Mesa, Az | 7 | 1 | 1 | 0 | 14% | |||
| C•••• C•••••• independent RIA | Toledo, Oh · principal | 7 | 1 | 1 | 0 | 14% | |||
| S•••••••• A••••••• L•• brokerage advisory | Aliso Viejo, Ca | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• F•••••••• G•••• independent RIA | Normal, Il · principal | 7 | 3 | 1 | +2 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Kennesaw, Ga | 7 | 2 | 1 | +1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Winter Garden, Fl | 7 | 1 | 1 | 0 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Hopkins, Mn | 7 | 0 | 1 | -1 | 14% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Olympia, Wa | 7 | 0 | 1 | -1 | 14% | |||
| P•••••••• A••••••• BD affiliated | Delmar, Ny | 7 | 1 | 1 | 0 | 14% | |||
| R•• O•• F•••••••• G•••• independent RIA | Towson, Md · principal | 7 | 1 | 1 | 0 | 14% | |||
| T•••••••• P••••••• F•••••••• L•• mixed wealth | Columbia, Md · principal | 7 | 0 | 1 | -1 | 14% | |||
| C••••••• I••••••••• C•••••• independent RIA | Stamford, Ct | 7 | 0 | 1 | -1 | 14% | |||
| C••• C•••••• M••••••••• L••• independent RIA | Cincinnati, Oh · principal | 7 | 2 | 1 | +1 | 14% | 1 | ||
| M•• C•••••• M••••••••• L•• independent RIA | Newport Beach, Ca | 7 | 2 | 1 | +1 | 14% | |||
| C•••••• C•••••• W••••• M••••••••• L•• independent RIA | Clayton, Mo · principal | 7 | 2 | 1 | +1 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Allen, Tx | 7 | 0 | 1 | -1 | 14% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Cary, Nc | 7 | 1 | 1 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Cottage Grove, Wi | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | St Simons Island, Ga | 7 | 0 | 1 | -1 | 14% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | San Diego, Ca | 7 | 1 | 1 | 0 | 14% | |||
| D•••••••• A••••••• S•••••••• L•• BD affiliated | Sandy, Ut | 7 | 0 | 1 | -1 | 14% | |||
| M••••••• F•••••••• G•••• independent RIA | Bellevue, Wa · principal | 7 | 2 | 1 | +1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Sterling, Va | 7 | 2 | 1 | +1 | 14% | |||
| S••••• W••••• P••••••• independent RIA | Charlotte, Nc · principal | 7 | 2 | 1 | +1 | 14% | 1 | ||
| E••••• J•••• national BD | Bowling Green, Ky | 7 | 0 | 1 | -1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Herndon, Va | 7 | 1 | 1 | 0 | 14% | |||
| 7•• C••••••• L•• independent RIA | Archbold, Oh | 7 | 7 | 1 | +6 | 14% | |||
| T••••••• B•••••• A•• R••••••••• A••••••• institutional | Rensselaer, Ny · principal | 7 | 1 | 1 | 0 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Grand Prairie, Tx | 7 | 1 | 1 | 0 | 14% | |||
| P••••••• I• F•••••••• P•••••••• L•• independent RIA | Salem, Va · principal | 7 | 1 | 1 | 0 | 14% | |||
| B••••••••• F•••••••• M••••••••• ••• L•• independent RIA | Orlando, Fl · principal | 7 | 0 | 1 | -1 | 14% | |||
| N••••••• F••••••••• I••• independent RIA | Bettendorf, Ia · principal | 7 | 2 | 1 | +1 | 14% | |||
| F••••••• I••••••••• W••••• A•••••• L•• mixed wealth | Boston, Ma · principal | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Stephenville, Tx | 7 | 0 | 1 | -1 | 14% | 1 | ||
| L•••••• I••••••••• BD affiliated | Columbus, Oh | 7 | 0 | 1 | -1 | 14% | |||
| S••••••• A•••• M••••••••• L•• state registered | Wallingford, Ct · principal | 7 | 3 | 1 | +2 | 14% | |||
| C••••• P••••••• L•• independent RIA | Pasadena, Ca | 7 | 0 | 1 | -1 | 14% | |||
| O•••• I••••••••• I••• BD affiliated | Brooklyn, Ny | 7 | 1 | 1 | 0 | 14% | |||
| E•••••• A••••••• G••••• L•• brokerage advisory | Lakewood, Co | 7 | 5 | 1 | +4 | 14% | 1 | ||
| C••••••••• I••••••••• A•••••••• L•• independent RIA | Scottsdale, Az | 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.