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 “EAGLE STRATEGIES LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY wirehouse | American Fork, Ut | 7 | 0 | 1 | -1 | 14% | |||
| WELLS FARGO ADVISORS BD affiliated | Staten Island, Ny | 7 | 0 | 1 | -1 | 14% | 1 | ||
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC institutional | Redwood City, Ca | 7 | 0 | 1 | -1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | San Ramon, Ca | 7 | 0 | 1 | -1 | 14% | |||
| S••••••• BD affiliated | Charlotte, Nc | 7 | 2 | 1 | +1 | 14% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Saint Augustine, Fl | 7 | 0 | 1 | -1 | 14% | |||
| C••••• A••••••• G•••• independent RIA | Athens, Ga · principal | 7 | 0 | 1 | -1 | 14% | |||
| E•••••••• A•••••••• L•• BD affiliated | Lynchburg, Va | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• I••••••••• L•• other | Overland Park, Ks | 7 | 0 | 1 | -1 | 14% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Simi Valley, Ca | 7 | 0 | 1 | -1 | 14% | |||
| E••••••• F•••••••• P•••••••• L•• independent RIA | Memphis, Tn · principal | 7 | 2 | 1 | +1 | 14% | |||
| E••••• J•••• national BD | Newport Beach, Ca | 7 | 0 | 1 | -1 | 14% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Henderson, Nv | 7 | 1 | 1 | 0 | 14% | |||
| E•••••• A••••••• G••••• L•• brokerage advisory | Dallas, Tx | 7 | 4 | 1 | +3 | 14% | |||
| C•••••• W••••• M••••••••• L•• independent RIA | Coral Gables, Fl | 7 | 1 | 1 | 0 | 14% | |||
| T••••••• T••••••••• A••••••• independent RIA | Fort Worth, Tx · principal | 7 | 7 | 1 | +6 | 14% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Towson, Md | 7 | 0 | 1 | -1 | 14% | |||
| F•••••••• H•••••• W••••• A••••••• independent RIA | Winter Park, Fl · principal | 7 | 3 | 1 | +2 | 14% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Addison, Tx | 7 | 0 | 1 | -1 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | High Point, Nc | 7 | 2 | 1 | +1 | 14% | |||
| P•••••••• A••••••• BD affiliated | Lake Worth, Fl | 7 | 0 | 1 | -1 | 14% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Franklin Lakes, Nj | 7 | 0 | 1 | -1 | 14% | |||
| F•••••••• C••••••• L•• independent RIA | Towson, Md · principal | 7 | 2 | 1 | +1 | 14% | |||
| S•• BD affiliated | Colorado Springs, Co | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Upper Montclair, Nj | 7 | 1 | 1 | 0 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Clarkston, Mi | 7 | 0 | 1 | -1 | 14% | |||
| O••••••••• • C•• I••• BD affiliated | White Plains, Ny | 7 | 0 | 1 | -1 | 14% | |||
| M•••••• A•••••••• L•• other | San Francisco, Ca · principal | 7 | 4 | 1 | +3 | 14% | |||
| E••••• J•••• national BD | Chula Vista, Ca | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Seal Beach, Ca | 7 | 1 | 1 | 0 | 14% | |||
| M••••• S•••••• wirehouse | Jackson, Mi | 7 | 0 | 1 | -1 | 14% | |||
| C••••• A••••••• I•• independent RIA | New York, Ny · principal | 7 | 0 | 1 | -1 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Torrance, Ca | 7 | 2 | 1 | +1 | 14% | 1 | ||
| P••••••••• W••••• state registered | Columbia, Mo · principal | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Teaneck, Nj | 7 | 1 | 1 | 0 | 14% | |||
| E••••••• F•••••••• G•••• independent RIA | Indianapolis, In · principal | 7 | 1 | 1 | 0 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Durango, Co | 7 | 1 | 1 | 0 | 14% | |||
| R••••••••• A•••••••• L•• mixed wealth | Norwalk, Ct · principal | 7 | 3 | 1 | +2 | 14% | |||
| A•••• F•••••••• W••••• M••••••••• L•• independent RIA | Ashburn, Va · principal | 7 | 2 | 1 | +1 | 14% | |||
| E••••• J•••• national BD | Bonney Lake, Wa | 7 | 1 | 1 | 0 | 14% | |||
| E•••••• F•••••••• E•••••• independent RIA | Alexandria, Va | 7 | 1 | 1 | 0 | 14% | |||
| E•••• S••••••••• L•• BD affiliated | Horsham, Pa | 7 | 0 | 1 | -1 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bellingham, Wa | 7 | 0 | 1 | -1 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Ballwin, Mo | 7 | 1 | 1 | 0 | 14% | |||
| C•••••• A••••••• BD affiliated | Bethlehem, Pa | 7 | 0 | 1 | -1 | 14% | |||
| R•• C•••••• M••••••• L•• national BD | Eagan, Mn | 7 | 1 | 1 | 0 | 14% | |||
| H••••••• W••••• P•••••••• L•• independent RIA | Baton Rouge, La · principal | 7 | 1 | 1 | 0 | 14% | |||
| R•••••••• A•••••••• L•• independent RIA | Englewood, Co · principal | 7 | 1 | 1 | 0 | 14% | 1 | ||
| H••••• C•••••• M••••••••• L•• mixed wealth | Garden City, Ny · principal | 7 | 0 | 1 | -1 | 14% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Ormond Beach, Fl | 7 | 0 | 1 | -1 | 14% | |||
| V••••••• A••••••• L•• institutional | New York, Ny · principal | 7 | 1 | 1 | 0 | 14% | |||
| P•••••• P••• W••••• P•••••••• L•• independent RIA | Madison, Nj · principal | 7 | 1 | 1 | 0 | 14% | |||
| R•• C•••••• M••••••• L•• national BD | Jupiter, Fl | 7 | 2 | 1 | +1 | 14% | |||
| R•• C•••••• M••••••• L•• national BD | Lakeville, Mn | 7 | 0 | 1 | -1 | 14% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | San Mateo, Ca | 7 | 1 | 1 | 0 | 14% | 1 | ||
| E••••• J•••• national BD | Alexandria, La | 7 | 0 | 1 | -1 | 14% | |||
| T•• L•••• A••••••• G•••• independent RIA | Suwanee, Ga · principal | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Hamilton, Nj | 7 | 0 | 1 | -1 | 14% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Middleton, Wi | 7 | 0 | 1 | -1 | 14% | |||
| S•••••••• A••••••• L•• brokerage advisory | Dunbarton, Nh | 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.