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 |
|---|---|---|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Santa Clara, Ca | 6 | 1 | 1 | 0 | 17% | 1 | ||
| THE SALVETTI GROUP independent RIA | Sacramento, Ca · principal | 6 | 1 | 1 | 0 | 17% | |||
| FIRST COMMAND ADVISORY SERVICES BD affiliated | Orlando, Fl | 6 | 0 | 1 | -1 | 17% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Batavia, Il | 6 | 0 | 1 | -1 | 17% | |||
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | Richmond, Va | 6 | 1 | 1 | 0 | 17% | |||
| M••••• O• O•••• I••••••• S•••••••• I••• BD affiliated | Clive, Ia | 6 | 3 | 1 | +2 | 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% | |||
| L•• F•••••••• L•• BD affiliated | Manchester, Ct | 6 | 1 | 1 | 0 | 17% | |||
| W••••••• A••••••• independent RIA | Bee Cave, Tx | 6 | 2 | 1 | +1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Corona, Ca | 6 | 0 | 1 | -1 | 17% | |||
| S•••••••• A••••••• L•• brokerage advisory | New Braunfels, Tx | 6 | 0 | 1 | -1 | 17% | |||
| P•••••• W••••• M••••••••• L•• independent RIA | Boca Raton, Fl | 6 | 0 | 1 | -1 | 17% | |||
| S••••••••• F••••••••• L•• asset manager | New York, Ny · principal | 6 | 4 | 1 | +3 | 17% | |||
| C••••••• I••••••••• G•••• independent RIA | Nashville, Tn · principal | 6 | 2 | 1 | +1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Chagrin Falls, Oh | 6 | 1 | 1 | 0 | 17% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• independent RIA | Brentwood, Tn | 6 | 2 | 1 | +1 | 17% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• independent RIA | Dallas, Tx | 6 | 0 | 1 | -1 | 17% | |||
| O•••• P••• A•••••••• L•• independent RIA | Manhattan Beach, Ca · principal | 6 | 6 | 1 | +5 | 17% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Yarmouth, Me | 6 | 0 | 1 | -1 | 17% | 1 | ||
| B•••••• H•••• P•••••• W•••••• L•• independent RIA | B•••••• H••••, Ca · principal | 6 | 0 | 1 | -1 | 17% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Ft Lauderdale, Fl | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Clover, Sc | 6 | 0 | 1 | -1 | 17% | |||
| U••••• B•••••••• S••••••• I•• bank affiliated | Washington, Dc | 6 | 2 | 1 | +1 | 17% | |||
| B••••• P••••• A•••••••• L•• independent RIA | Los Angeles, Ca | 6 | 1 | 1 | 0 | 17% | |||
| S••• I••••••••• M••••••••• L•• independent RIA | Cincinnati, Oh · principal | 6 | 1 | 1 | 0 | 17% | |||
| S•••••••• A••••••• L•• brokerage advisory | Charlestown, Ma | 6 | 1 | 1 | 0 | 17% | |||
| P•••••• A•••••• G••••• L•• BD affiliated | Lansing, Mi | 6 | 2 | 1 | +1 | 17% | |||
| K••••• P•••••• W••••• S•••••••• L•• BD affiliated | Brea, Ca | 6 | 0 | 1 | -1 | 17% | |||
| W••••••• C••••••• I••• BD affiliated | Irvine, Ca | 6 | 1 | 1 | 0 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Rancho Cucamonga, Ca | 6 | 1 | 1 | 0 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Monmouth Junction, Nj | 6 | 1 | 1 | 0 | 17% | |||
| W••••••••• C•••••• M••••••••• L•• independent RIA | Louisville, Ky · principal | 6 | 3 | 1 | +2 | 17% | |||
| L•• E••••••••• L•• BD affiliated | Wichita, Ks | 6 | 0 | 1 | -1 | 17% | |||
| S•••••••• S••••••••• bank affiliated | Toms River, Nj | 6 | 1 | 1 | 0 | 17% | |||
| H••••••• W••••• M••••••••• independent RIA | Houston, Tx · principal | 6 | 2 | 1 | +1 | 17% | |||
| K•• I••••••••• S••••••• L•• bank affiliated | Cleveland, Oh | 6 | 1 | 1 | 0 | 17% | |||
| L•• E••••••••• L•• BD affiliated | Bentonville, Ar | 6 | 4 | 1 | +3 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Rockville, Md | 6 | 3 | 1 | +2 | 17% | |||
| G•••••••• W••••• M••••••••• L•• independent RIA | Abington, Pa · principal | 6 | 1 | 1 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Fenton, Mo | 6 | 0 | 1 | -1 | 17% | |||
| S••••• F•••••••• A••••••• L•• independent RIA | Rochester, Ny · principal | 6 | 1 | 1 | 0 | 17% | |||
| B••••••••• P••••••• independent RIA | Palm Beach Gardens, Fl | 6 | 2 | 1 | +1 | 17% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Cary, Nc | 6 | 1 | 1 | 0 | 17% | |||
| V•••••• W••••• M••••••••• L•• independent RIA | San Mateo, Ca · principal | 6 | 0 | 1 | -1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Santa Ana, Ca | 6 | 1 | 1 | 0 | 17% | |||
| U•• F•••••••• S••••••• I••• wirehouse | New Rochelle, Ny | 6 | 1 | 1 | 0 | 17% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Long Island City, Ny | 6 | 1 | 1 | 0 | 17% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Lexington, Ky | 6 | 0 | 1 | -1 | 17% | |||
| W••••••• F•••••••• A•••••••• I••• independent RIA | Chapel Hill, Nc · principal | 6 | 1 | 1 | 0 | 17% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Davenport, Ia | 6 | 2 | 1 | +1 | 17% | 1 | ||
| C•••••• S••••• • C••• I••• brokerage advisory | Little Rock, Ar | 6 | 0 | 1 | -1 | 17% | |||
| M•••• F•••••••• G••••• L•• independent RIA | Guilford, Ct · principal | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Elko, Nv | 6 | 0 | 1 | -1 | 17% | |||
| M••••• S•••••• wirehouse | Lawton, Ok | 6 | 0 | 1 | -1 | 17% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Mt Vernon, Wa | 6 | 0 | 1 | -1 | 17% | |||
| S•••••••• L•• independent RIA | San Mateo, Ca | 6 | 0 | 1 | -1 | 17% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Elkhorn, Ne | 6 | 0 | 1 | -1 | 17% | |||
| M••••• S•••••• wirehouse | Houma, La | 6 | 0 | 1 | -1 | 17% | 1 | ||
| S•••••••• A••••••• L•• brokerage advisory | Tempe, Az | 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.