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 |
|---|---|---|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. BD affiliated | Mesa, Az | 6 | 0 | 1 | -1 | 17% | |||
| ALAMO CAPITAL BD affiliated | Walnut Creek, Ca · principal | 6 | 0 | 1 | -1 | 17% | |||
| STONEX ADVISORS INC. BD affiliated | Franklin, Tn | 6 | 1 | 1 | 0 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Carmel, Ca | 6 | 1 | 1 | 0 | 17% | |||
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | Portage, Mi | 6 | 1 | 1 | 0 | 17% | |||
| P•• A••••••• independent RIA | Tempe, Az | 6 | 0 | 1 | -1 | 17% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Goldsboro, Nc | 6 | 1 | 1 | 0 | 17% | |||
| O•••• W•••••• I••• BD affiliated | Newport News, Va | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Sherman, Tx | 6 | 0 | 1 | -1 | 17% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Ocala, Fl | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Costa Mesa, Ca | 6 | 1 | 1 | 0 | 17% | |||
| A••••••••• I••••••••• A•••••••• L•• independent RIA | Sioux Falls, Sd | 6 | 0 | 1 | -1 | 17% | |||
| H••••••••• F•••••••• independent RIA | Pittsburgh, Pa · principal | 6 | 0 | 1 | -1 | 17% | |||
| A• W••••• M••••••••• L•• independent RIA | Warwick, Ri | 6 | 1 | 1 | 0 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Tigard, Or | 6 | 1 | 1 | 0 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Plymouth Meeting, Pa | 6 | 0 | 1 | -1 | 17% | |||
| M••••••• R••• P••••••••• independent RIA | San Diego, Ca · principal | 6 | 3 | 1 | +2 | 17% | |||
| G••••• R••••••••• P••••••• L•• institutional | Walnut Creek, Ca | 6 | 1 | 1 | 0 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | West Palm Beach, Fl | 6 | 2 | 1 | +1 | 17% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Los Altos, Ca | 6 | 1 | 1 | 0 | 17% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Marmora, Nj | 6 | 1 | 1 | 0 | 17% | |||
| V•••••• F•••••••• independent RIA | Houston, Tx | 6 | 1 | 1 | 0 | 17% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Westwood, Ma | 6 | 6 | 1 | +5 | 17% | 1 | ||
| T••••• A••••••• S•••••••• I••• bank affiliated | Doral, Fl | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Troy, Oh | 6 | 0 | 1 | -1 | 17% | |||
| S••••••••• W••••• P••••••• independent RIA | Birmingham, Al | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Biloxi, Ms | 6 | 1 | 1 | 0 | 17% | |||
| F•• W••••• M••••••••• L•• independent RIA | Ofallon, Il | 6 | 4 | 1 | +3 | 17% | |||
| M•••••• • N••••• A•••••••• L•• mixed wealth | St Petersburg, Fl | 6 | 2 | 1 | +1 | 17% | |||
| I••••••••• W••••• C••••••• L•• independent RIA | Newport Beach, Ca | 6 | 0 | 1 | -1 | 17% | |||
| G•••••• A••••••• G••••• L•• independent RIA | Needham, Ma · principal | 6 | 0 | 1 | -1 | 17% | |||
| W••••••••• A•••• M••••••••• L•• independent RIA | Springfield, Mo · principal | 6 | 0 | 1 | -1 | 17% | |||
| M••••••• C•••••• M••••••••• C• independent RIA | Leawood, Ks · principal | 6 | 1 | 1 | 0 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Stillwater, Mn | 6 | 2 | 1 | +1 | 17% | 1 | ||
| S••••• W••••• M••••••••• independent RIA | Vienna, Va | 6 | 0 | 1 | -1 | 17% | |||
| A•••• W••••• G••••• L•• independent RIA | Colorado Springs, Co · principal | 6 | 0 | 1 | -1 | 17% | |||
| H••••••••• F•••••••• A••••••• bank affiliated | Charlotte, Nc | 6 | 0 | 1 | -1 | 17% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Hoover, Al | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Norwalk, Ct | 6 | 1 | 1 | 0 | 17% | |||
| C••••• A••••••• mixed wealth | Laredo, Tx · principal | 6 | 0 | 1 | -1 | 17% | |||
| G•••• S••••• A•••• M••••••••• I•• independent RIA | Canonsburg, Pa · principal | 6 | 0 | 1 | -1 | 17% | |||
| T•• F•••••••• A••••••• independent RIA | Radnor, Pa · principal | 6 | 0 | 1 | -1 | 17% | |||
| C•••• B••••• W•••••• L•• independent RIA | New York, Ny · principal | 6 | 2 | 1 | +1 | 17% | |||
| O•••• W•••••• I••• BD affiliated | Totowa, Nj | 6 | 1 | 1 | 0 | 17% | |||
| P•••••••• S••••••••• I••• BD affiliated | Tucson, Az | 6 | 1 | 1 | 0 | 17% | |||
| O••••• C•••••• L•• independent RIA | Beaverton, Or · principal | 6 | 0 | 1 | -1 | 17% | |||
| T••••••••• R••••••••• A•••••••• L•• platform/SMA | Minneapolis, Mn | 6 | 0 | 1 | -1 | 17% | |||
| F•••••• F•••••••• A•••••••• L•• independent RIA | Ft Lauderdale, Fl | 6 | 3 | 1 | +2 | 17% | |||
| A••••••• W••••• A••••••• independent RIA | Metairie, La | 6 | 2 | 1 | +1 | 17% | |||
| W•••• L••••••••• I••••••••• M••••••••• I••• independent RIA | Bedford, Ma | 6 | 2 | 1 | +1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Florence, Sc | 6 | 0 | 1 | -1 | 17% | |||
| A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I••• BD affiliated | Lenexa, Ks | 6 | 1 | 1 | 0 | 17% | |||
| N•••••••• B••••• B• L•• no RAUM | Stamford, Ct | 6 | 1 | 1 | 0 | 17% | |||
| G••••••• I••••••••• M••••••••• L• institutional | Philadelphia, Pa · principal | 6 | 0 | 1 | -1 | 17% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Nokomis, Fl | 6 | 1 | 1 | 0 | 17% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• independent RIA | Bowling Green, Ky | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Newport News, Va | 6 | 1 | 1 | 0 | 17% | |||
| G•••• P•••••• W••••• M••••••••• independent RIA | Pleasanton, Ca · principal | 6 | 2 | 1 | +1 | 17% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Boca Raton, Fl | 6 | 2 | 1 | +1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Estero, Fl | 6 | 0 | 1 | -1 | 17% | 1 |
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.