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 |
|---|---|---|---|---|---|---|---|---|---|
| CURI CAPITAL, LLC independent RIA | Oakbrook Terrace, Il | 7 | 2 | 1 | +1 | 14% | |||
| RBC CAPITAL MARKETS, LLC national BD | Novato, Ca | 7 | 0 | 1 | -1 | 14% | |||
| EDWARD JONES national BD | Los Altos, Ca | 7 | 1 | 1 | 0 | 14% | |||
| C••••••••• F•••••••• N•••••• national BD | Norwell, Ma | 7 | 0 | 1 | -1 | 14% | |||
| I•• W••••• independent RIA | Atlanta, Ga · principal | 6 | 0 | 1 | -1 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Woodstock, Ga | 6 | 0 | 1 | -1 | 17% | |||
| N••••••••• A•••• M••••••••• L•• independent RIA | Stamford, Ct · principal | 6 | 6 | 1 | +5 | 17% | |||
| B••••••••• independent RIA | Southlake, Tx | 6 | 1 | 1 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Lunenburg, Ma | 6 | 1 | 1 | 0 | 17% | |||
| U••• B•••••• A•••••••• L•• bank affiliated | Torrance, Ca | 6 | 4 | 1 | +3 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Muscatine, Ia | 6 | 1 | 1 | 0 | 17% | |||
| N••••••• T•••• S••••••••• I•• bank affiliated | St Petersburg, Fl | 6 | 0 | 1 | -1 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Prosper, Tx | 6 | 0 | 1 | -1 | 17% | |||
| H•••••• I••••••••• I••• BD affiliated | Kalamazoo, Mi | 6 | 0 | 1 | -1 | 17% | |||
| S•••••• R••••••••• A•••••••• L•• independent RIA | St Louis Park, Mn · principal | 6 | 3 | 1 | +2 | 17% | |||
| L••••••••• A••••••• independent RIA | Denver, Co · principal | 6 | 0 | 1 | -1 | 17% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Centennial, Co | 6 | 1 | 1 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Romeo, Mi | 6 | 1 | 1 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Sewell, Nj | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Sonoma, Ca | 6 | 1 | 1 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | St Joseph, Mi | 6 | 0 | 1 | -1 | 17% | |||
| Z•••••• R••••••••• P••••••• independent RIA | Red Bank, Nj · principal | 6 | 3 | 1 | +2 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Vista, Ca | 6 | 0 | 1 | -1 | 17% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Wilmington, De | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Warwick, Ri | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Weymouth, Ma | 6 | 0 | 1 | -1 | 17% | |||
| M•••••• independent RIA | Canton, Oh | 6 | 2 | 1 | +1 | 17% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Fort Worth, Tx | 6 | 4 | 1 | +3 | 17% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Lafayette, La | 6 | 0 | 1 | -1 | 17% | |||
| E•••••••• A•••••••• L•• BD affiliated | Cumming, Ga | 6 | 0 | 1 | -1 | 17% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Laguna Niguel, Ca | 6 | 0 | 1 | -1 | 17% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Metairie, La | 6 | 0 | 1 | -1 | 17% | |||
| E•••••••• A•••••••• L•• BD affiliated | Point Pleasant, Nj | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Lebanon, Tn | 6 | 0 | 1 | -1 | 17% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | York, Pa | 6 | 0 | 1 | -1 | 17% | |||
| U••••• C•••••• F•••••••• A••••••• independent RIA | The Woodlands, Tx | 6 | 1 | 1 | 0 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Richmond, Va | 6 | 2 | 1 | +1 | 17% | |||
| E••••• J•••• national BD | Vista, Ca | 6 | 1 | 1 | 0 | 17% | 1 | ||
| C•••••••• G••••• M•••••• I••• bank affiliated | Larchmont, Ny | 6 | 0 | 1 | -1 | 17% | 1 | ||
| C•••••••• G••••• M•••••• I••• bank affiliated | Philadelphia, Pa | 6 | 2 | 1 | +1 | 17% | |||
| B•••••••• A•••• M••••••••• L•• independent RIA | Greenville, Sc | 6 | 2 | 1 | +1 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Manalapan, Nj | 6 | 0 | 1 | -1 | 17% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Ocala, Fl | 6 | 4 | 1 | +3 | 17% | |||
| E••••• J•••• national BD | Mukilteo, Wa | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | North Augusta, Sc | 6 | 1 | 1 | 0 | 17% | |||
| E•••••••• A•••••••• L•• BD affiliated | Lakewood, Oh | 6 | 2 | 1 | +1 | 17% | |||
| S•••••••• A•••••••• L•• BD affiliated | Paramus, Nj | 6 | 2 | 1 | +1 | 17% | |||
| E••••• J•••• national BD | Plainfield, Il | 6 | 0 | 1 | -1 | 17% | |||
| T••••• A••••••• S•••••••• I••• bank affiliated | Marietta, Ga | 6 | 0 | 1 | -1 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Frankfort, Il | 6 | 0 | 1 | -1 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Friendswood, Tx | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Smyrna, Tn | 6 | 0 | 1 | -1 | 17% | |||
| B•• F•••••••• A••••••• bank affiliated | Denver, Co | 6 | 2 | 1 | +1 | 17% | |||
| E••••• J•••• national BD | Springfield, Oh | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Sumner, Wa | 6 | 0 | 1 | -1 | 17% | |||
| F••••••••• I••••••••• A••••••• L•• independent RIA | Zelienople, Pa | 6 | 0 | 1 | -1 | 17% | |||
| L•••••• W••••• M••••••••• L•• independent RIA | New York, Ny · principal | 6 | 0 | 1 | -1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Deerfield Beach, Fl | 6 | 2 | 1 | +1 | 17% | |||
| E••••• J•••• national BD | Waseca, Mn | 6 | 1 | 1 | 0 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Camarillo, Ca | 6 | 1 | 1 | 0 | 17% |
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.