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 “GENEOS WEALTH MANAGEMENT, INC.” was not applied.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD JONES national BD | Buffalo Grove, Il | 6 | 1 | 1 | 0 | 17% | |||
| EDWARD JONES national BD | Brooklyn, Ny | 6 | 1 | 1 | 0 | 17% | |||
| EDWARD JONES national BD | Bellefontaine, Oh | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Bel Air, Md | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Athens, Tx | 6 | 1 | 1 | 0 | 17% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Totowa, Nj | 6 | 1 | 1 | 0 | 17% | |||
| S•••••••• S••••••••• bank affiliated | Toms River, Nj | 6 | 1 | 1 | 0 | 17% | |||
| E•••••• A••••••• G••••• L•• brokerage advisory | Castle Rock, Co | 6 | 1 | 1 | 0 | 17% | |||
| L•• E••••••••• L•• BD affiliated | The Woodlands, Tx | 6 | 1 | 1 | 0 | 17% | |||
| A••••• W••••• M••••••••• bank affiliated | Oklahoma City, Ok | 6 | 0 | 1 | -1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Arvada, Co | 6 | 4 | 1 | +3 | 17% | |||
| A••••• W••••• A•••••••• I••• state registered | Indianapolis, In · principal | 6 | 0 | 1 | -1 | 17% | |||
| O•••• W•••••• I••• BD affiliated | Newport News, Va | 6 | 0 | 1 | -1 | 17% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Fort Worth, Tx | 6 | 4 | 1 | +3 | 17% | |||
| O•••• W•••••• I••• BD affiliated | Mesa, Az | 6 | 0 | 1 | -1 | 17% | |||
| A•••• C•••••• F••••• O•••••• L•• independent RIA | Greenwood Village, Co · principal | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Walnut Creek, Ca | 6 | 0 | 1 | -1 | 17% | |||
| S•••••••• A•••••••• L•• BD affiliated | Paramus, Nj | 6 | 2 | 1 | +1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Fenton, Mo | 6 | 0 | 1 | -1 | 17% | |||
| S•••••• M••••• L•• BD affiliated | Houston, Tx · principal | 6 | 1 | 1 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Iowa City, Ia | 6 | 1 | 1 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Vista, Ca | 6 | 0 | 1 | -1 | 17% | 1 | ||
| F•••• P••••••• W•••••• L•• independent RIA | Wayne, Pa | 6 | 1 | 1 | 0 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Tigard, Or | 6 | 1 | 1 | 0 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Stillwater, Mn | 6 | 2 | 1 | +1 | 17% | 1 | ||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Pueblo, Co | 6 | 1 | 1 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Warwick, Ri | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Palm Harbor, Fl | 6 | 2 | 1 | +1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Norwalk, Ct | 6 | 1 | 1 | 0 | 17% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• independent RIA | Arden Hills, Mn | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Morristown, Nj | 6 | 0 | 1 | -1 | 17% | 1 | ||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Phoenixville, Pa | 6 | 0 | 1 | -1 | 17% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Cary, Nc | 6 | 1 | 1 | 0 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Florence, Sc | 6 | 0 | 1 | -1 | 17% | |||
| M••••••• C•••••• M••••••••• C• independent RIA | Leawood, Ks · principal | 6 | 1 | 1 | 0 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Estero, Fl | 6 | 0 | 1 | -1 | 17% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Ellicott City, Md | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Weymouth, Ma | 6 | 0 | 1 | -1 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | North Attleboro, Ma | 6 | 0 | 1 | -1 | 17% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Coronado, Ca | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Garland, Tx | 6 | 0 | 1 | -1 | 17% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Clover, Sc | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Broomfield, Co | 6 | 0 | 1 | -1 | 17% | |||
| L•••••• I••••••••• BD affiliated | Verona, Wi | 6 | 0 | 1 | -1 | 17% | |||
| H••• S••••••••• •••• I••• bank affiliated | Washington Dc, Dc | 6 | 2 | 1 | +1 | 17% | |||
| C••••••••• S••••••••• C•••••• I•• BD affiliated | Jenison, Mi | 6 | 0 | 1 | -1 | 17% | 1 | ||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Menasha, Wi | 6 | 0 | 1 | -1 | 17% | |||
| H•••••• I••••••••• I••• BD affiliated | Kalamazoo, Mi | 6 | 0 | 1 | -1 | 17% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Orlando, Fl | 6 | 3 | 1 | +2 | 17% | |||
| F•••• T•••• S••••••••• I••• bank affiliated | Centerville, Oh | 6 | 1 | 1 | 0 | 17% | |||
| N•••••••• P•••••••• L•• independent RIA | Deer Park, Il | 6 | 0 | 1 | -1 | 17% | |||
| B•• F•••••••• A••••••• bank affiliated | Denver, Co | 6 | 2 | 1 | +1 | 17% | |||
| E•••••••• A•••••••• L•• BD affiliated | Brooklyn, Ny | 6 | 0 | 1 | -1 | 17% | 1 | ||
| F••••••••• I••••••••• A••••••• L•• independent RIA | Zelienople, Pa | 6 | 0 | 1 | -1 | 17% | |||
| S••••• A••••••• I••• BD affiliated | Franklin, Tn | 6 | 1 | 1 | 0 | 17% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Little Rock, Ar | 6 | 0 | 1 | -1 | 17% | |||
| P•• A••••••• independent RIA | Tempe, Az | 6 | 0 | 1 | -1 | 17% | |||
| N•••••••• B••••• B• L•• no RAUM | Hoboken, Nj | 6 | 0 | 1 | -1 | 17% | |||
| G••••• R••••••••• P••••••• L•• institutional | Walnut Creek, Ca | 6 | 1 | 1 | 0 | 17% | |||
| W••••••••• A•••• M••••••••• L•• independent RIA | Springfield, Mo · principal | 6 | 0 | 1 | -1 | 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.