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 |
|---|---|---|---|---|---|---|---|---|---|
| BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC independent RIA | St Louis, Mo | 6 | 0 | 1 | -1 | 17% | |||
| ARAGON CAPITAL LLC independent RIA | Fort Lauderdale, Fl · principal | 6 | 1 | 1 | 0 | 17% | |||
| CAPITAL RESEARCH & CONSULTING LLC institutional | Pasadena, Ca · principal | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Port Charlotte, Fl | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Weston, Fl | 6 | 0 | 1 | -1 | 17% | |||
| K••••• W•••••• L•• independent RIA | Greenville, Ri | 6 | 6 | 1 | +5 | 17% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Sandy, Ut | 6 | 0 | 1 | -1 | 17% | 1 | ||
| P•••••••• W••••• S••••••••• L•• independent RIA | St Louis, Mo | 6 | 1 | 1 | 0 | 17% | |||
| I••••••••• W••••• S•••••••• L•• independent RIA | Austin, Tx · principal | 6 | 2 | 1 | +1 | 17% | |||
| W•••• F•••• A••••••• BD affiliated | Fairfield, Ct | 6 | 1 | 1 | 0 | 17% | |||
| M•••• H••••• W••••• M••••••••• independent RIA | New Orleans, La · principal | 6 | 1 | 1 | 0 | 17% | |||
| F•••• C••••••• I••••••• S•••••••• I••• bank affiliated | San Francisco, Ca | 6 | 2 | 1 | +1 | 17% | |||
| E••••• J•••• national BD | Herndon, Va | 6 | 1 | 1 | 0 | 17% | |||
| F••••••••• I••••••••• A••••••• L•• independent RIA | Charlotte, Nc | 6 | 2 | 1 | +1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Ellicott City, Md | 6 | 0 | 1 | -1 | 17% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Lincoln, Ne | 6 | 1 | 1 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Garland, Tx | 6 | 0 | 1 | -1 | 17% | 1 | 1 | |
| I•••••• W••••• independent RIA | Cedar Park, Tx · principal | 6 | 2 | 1 | +1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Morristown, Nj | 6 | 0 | 1 | -1 | 17% | 1 | ||
| C••••• C•••••• A•••••••• L•• independent RIA | Vero Beach, Fl · principal | 6 | 0 | 1 | -1 | 17% | |||
| F••••••• W••••• P••••••• independent RIA | Jacksonville Beach, Fl · principal | 6 | 1 | 1 | 0 | 17% | |||
| S•••••••• A••••••• L•• brokerage advisory | Stratham, Nh | 6 | 1 | 1 | 0 | 17% | 1 | ||
| S•••••••• F•••••••• A•••••••• L•• independent RIA | Pensacola, Fl · principal | 6 | 0 | 1 | -1 | 17% | |||
| A••••••••• I••••••••• A••••••• mixed wealth | Tampa, Fl · principal | 6 | 1 | 1 | 0 | 17% | |||
| E•••• S••••••••• L•• BD affiliated | Fort Worth, Tx | 6 | 2 | 1 | +1 | 17% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Stillwater, Ok | 6 | 2 | 1 | +1 | 17% | |||
| A••••• W••••• A•••••••• I••• state registered | Indianapolis, In · principal | 6 | 0 | 1 | -1 | 17% | |||
| O•••• W•••••• I••• BD affiliated | Hampton, Va | 6 | 1 | 1 | 0 | 17% | |||
| R•• C•••••• M••••••• L•• national BD | Palm Desert, Ca | 6 | 0 | 1 | -1 | 17% | |||
| E•••••• F•••••••• E•••••• independent RIA | Oklahoma City, Ok | 6 | 1 | 1 | 0 | 17% | |||
| E•••••• F•••••••• E•••••• independent RIA | Portland, Or | 6 | 2 | 1 | +1 | 17% | |||
| A•••••• W••••• M••••••••• L•• independent RIA | Santa Monica, Ca · principal | 6 | 0 | 1 | -1 | 17% | |||
| L•••••• P•••• F•••••••• G•••• independent RIA | Avon, Oh · principal | 6 | 0 | 1 | -1 | 17% | |||
| W••••• I••••••••• C•••••• I•• other | Gainesville, Ga · principal | 6 | 0 | 1 | -1 | 17% | |||
| G••••• M••••••• A•••••••• I••• independent RIA | Bethesda, Md · principal | 6 | 1 | 1 | 0 | 17% | |||
| E•••••• A••••••• G••••• L•• brokerage advisory | Castle Rock, Co | 6 | 1 | 1 | 0 | 17% | |||
| U••••• I••••••••• C••••••••• mixed wealth | San Antonio, Tx | 6 | 0 | 1 | -1 | 17% | |||
| P•••••••• A••••••• BD affiliated | Mobile, Al | 6 | 2 | 1 | +1 | 17% | |||
| C•••••• F•••••••• A••••••• S•••••••• L•• independent RIA | Ormond Beach, Fl · principal | 6 | 0 | 1 | -1 | 17% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Ridgewood, Nj | 6 | 0 | 1 | -1 | 17% | |||
| L••••• I••••••••• S••••••••• L•• state registered | Metairie, La · principal | 6 | 1 | 1 | 0 | 17% | |||
| T••••••••• L•• independent RIA | Scottsdale, Az | 6 | 2 | 1 | +1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Columbia, Tn | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Bel Air, Md | 6 | 0 | 1 | -1 | 17% | |||
| A••••••• A•••• M••••••••• L•• no RAUM | Dallas, Tx · principal | 6 | 3 | 1 | +2 | 17% | |||
| S•••• independent RIA | Denver, Co | 6 | 3 | 1 | +2 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Daly City, Ca | 6 | 1 | 1 | 0 | 17% | 1 | ||
| T•••• W••••• G•••• L•• independent RIA | Murray, Ut · principal | 6 | 1 | 1 | 0 | 17% | |||
| E•••••• A••••••• G••••• L•• brokerage advisory | Olathe, Ks | 6 | 4 | 1 | +3 | 17% | |||
| E••••• J•••• national BD | Bellefontaine, Oh | 6 | 1 | 1 | 0 | 17% | |||
| N••• J••••• W••••• M••••••••• independent RIA | Sunrise, Fl · principal | 6 | 3 | 1 | +2 | 17% | |||
| S••••••••• A•••••••• L•• state registered | New York, Ny · principal | 6 | 4 | 1 | +3 | 17% | |||
| P•••••••• A••••••• BD affiliated | Summerville, Sc | 6 | 2 | 1 | +1 | 17% | |||
| S•••••• M••••• L•• BD affiliated | Houston, Tx · principal | 6 | 1 | 1 | 0 | 17% | |||
| C•••••• I••••••••• A•••••••• L•• independent RIA | Greenwood Village, Co | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Coronado, Ca | 6 | 0 | 1 | -1 | 17% | |||
| R•••••••• A•••• M••••••••• brokerage advisory | Fort Worth, Tx | 6 | 3 | 1 | +2 | 17% | |||
| E••••• J•••• national BD | Brooklyn, Ny | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Buffalo Grove, Il | 6 | 1 | 1 | 0 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Aurora, Co | 6 | 2 | 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.