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 “BROOKSTONE WEALTH ADVISORS, LLC” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC BD affiliated | Westwood, Ma | 6 | 6 | 1 | +5 | 17% | 1 | ||
| KESTRA ADVISORY SERVICES, LLC BD affiliated | Marmora, Nj | 6 | 1 | 1 | 0 | 17% | |||
| PARK AVENUE SECURITIES LLC BD affiliated | Raleigh, Nc | 6 | 0 | 1 | -1 | 17% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Titusville, Fl | 6 | 0 | 1 | -1 | 17% | |||
| TRANSAMERICA RETIREMENT ADVISORS, LLC platform/SMA | Minneapolis, Mn | 6 | 0 | 1 | -1 | 17% | |||
| F••••••••• F•••••••• P••••••• independent RIA | Spokane, Wa · principal | 6 | 0 | 1 | -1 | 17% | |||
| Z••• I••••••••• L•• mixed wealth | Palm Beach Gardens, Fl · principal | 6 | 2 | 1 | +1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Prescott, Az | 6 | 0 | 1 | -1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Palm Desert, Ca | 6 | 1 | 1 | 0 | 17% | |||
| A• W••••• M••••••••• L•• independent RIA | Warwick, Ri | 6 | 1 | 1 | 0 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Morris Plains, Nj | 6 | 1 | 1 | 0 | 17% | 1 | ||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Goldsboro, Nc | 6 | 1 | 1 | 0 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Visalia, Ca | 6 | 0 | 1 | -1 | 17% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Manchester, Ct | 6 | 1 | 1 | 0 | 17% | |||
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | Portage, Mi | 6 | 1 | 1 | 0 | 17% | |||
| E•••••• A••••••• G••••• L•• brokerage advisory | Olathe, Ks | 6 | 4 | 1 | +3 | 17% | |||
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | Concord, Nh | 6 | 3 | 1 | +2 | 17% | |||
| S••••••••• F••••••••• L•• asset manager | New York, Ny · principal | 6 | 4 | 1 | +3 | 17% | |||
| A•••• C•••••• BD affiliated | Walnut Creek, Ca · principal | 6 | 0 | 1 | -1 | 17% | |||
| C••••••• I••••••••• G•••• independent RIA | Nashville, Tn · principal | 6 | 2 | 1 | +1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Daniel Island, Sc | 6 | 0 | 1 | -1 | 17% | 1 | ||
| E•••••• F•••••••• E•••••• independent RIA | Oklahoma City, Ok | 6 | 1 | 1 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Daleville, Va | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Waseca, Mn | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Sumner, Wa | 6 | 0 | 1 | -1 | 17% | |||
| M•••••• • N••••• A•••••••• L•• mixed wealth | St Petersburg, Fl | 6 | 2 | 1 | +1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Lakewood, Nj | 6 | 2 | 1 | +1 | 17% | |||
| O•••• P••• A•••••••• L•• independent RIA | Manhattan Beach, Ca · principal | 6 | 6 | 1 | +5 | 17% | 1 | ||
| E••••• J•••• national BD | Springfield, Oh | 6 | 1 | 1 | 0 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Lakeway, Tx | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Smyrna, Tn | 6 | 0 | 1 | -1 | 17% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Orlando, Fl | 6 | 0 | 1 | -1 | 17% | |||
| O•••• W•••••• I••• BD affiliated | Livermore, Ca | 6 | 0 | 1 | -1 | 17% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Hilliard, Oh | 6 | 1 | 1 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Romeo, Mi | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | North Augusta, Sc | 6 | 1 | 1 | 0 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Freehold, Nj | 6 | 2 | 1 | +1 | 17% | 1 | ||
| E••••• J•••• national BD | Mukilteo, Wa | 6 | 0 | 1 | -1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Fayetteville, Ny | 6 | 1 | 1 | 0 | 17% | 1 | ||
| E••••• J•••• national BD | Jacksonville, Il | 6 | 0 | 1 | -1 | 17% | |||
| U••••• B•••••••• S••••••• I•• bank affiliated | Washington, Dc | 6 | 2 | 1 | +1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Sewell, Nj | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Monroe, Nc | 6 | 0 | 1 | -1 | 17% | |||
| T•••• W••••• G•••• L•• independent RIA | Murray, Ut · principal | 6 | 1 | 1 | 0 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Denton, Tx | 6 | 2 | 1 | +1 | 17% | |||
| E••••• J•••• national BD | Gillette, Wy | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Sonora, Ca | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Daly City, Ca | 6 | 1 | 1 | 0 | 17% | 1 | ||
| E••••• J•••• national BD | Elko, Nv | 6 | 0 | 1 | -1 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Friendswood, Tx | 6 | 0 | 1 | -1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Delaware, Oh | 6 | 1 | 1 | 0 | 17% | |||
| W••••• I••••••••• C•••••• I•• other | Gainesville, Ga · principal | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Sonoma, Ca | 6 | 1 | 1 | 0 | 17% | |||
| A••••••• S••••••• N•••••• independent RIA | Tampa, Fl | 6 | 0 | 1 | -1 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Frankfort, Il | 6 | 0 | 1 | -1 | 17% | |||
| W••••••• C••••••• I••• BD affiliated | Irvine, Ca | 6 | 1 | 1 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Columbia, Tn | 6 | 1 | 1 | 0 | 17% | |||
| H•••••• T••••••• • K•••• L•• BD affiliated | Houston, Tx | 6 | 0 | 1 | -1 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Van Buren, Ar | 6 | 2 | 1 | +1 | 17% | |||
| L••••• I••••••••• S••••••••• L•• state registered | Metairie, La · principal | 6 | 1 | 1 | 0 | 17% |
The firm and advisor names past the first 5 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.