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 |
|---|---|---|---|---|---|---|---|---|---|
| AVIANCE CAPITAL PARTNERS LLC independent RIA | Naples, Fl · principal | 6 | 0 | 1 | -1 | 17% | |||
| INDEPENDENT FINANCIAL GROUP, LLC BD affiliated | Sacramento, Ca | 6 | 1 | 1 | 0 | 17% | |||
| MML INVESTORS SERVICES, LLC BD affiliated | Irvine, Ca | 5 | 0 | 1 | -1 | 20% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Cockeysville, Md | 5 | 0 | 1 | -1 | 20% | |||
| B••••••• W••••• G•••• L•• independent RIA | Westlake, Oh · principal | 5 | 0 | 1 | -1 | 20% | |||
| E••••• J•••• national BD | Burbank, Ca | 5 | 0 | 1 | -1 | 20% | |||
| M••••• S•••••• wirehouse | Truckee, Ca | 5 | 0 | 1 | -1 | 20% | 1 | ||
| C••••••••• P•••••• W••••• L•• former | Slidell, La | 5 | 1 | 1 | 0 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Collegeville, Pa | 5 | 0 | 1 | -1 | 20% | |||
| M••••• S•••••• wirehouse | Skaneateles, Ny | 5 | 0 | 1 | -1 | 20% | |||
| M•• F•••••••• S•••••••• I••• BD affiliated | Mansfield, Oh | 5 | 1 | 1 | 0 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Mill Valley, Ca | 5 | 0 | 1 | -1 | 20% | 1 | ||
| T•••• F•••••••• P•••••••• I••• independent RIA | Wilmington, Nc · principal | 5 | 2 | 1 | +1 | 20% | |||
| A••••••• F••••• O•••••• L•• independent RIA | Bedford, Nh · principal | 5 | 1 | 1 | 0 | 20% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Burnsville, Mn | 5 | 0 | 1 | -1 | 20% | 1 | ||
| K••••• A••••••• S•••••••• L•• BD affiliated | Bridgeville, Pa | 5 | 0 | 1 | -1 | 20% | |||
| E••••• J•••• national BD | Berlin, Nh | 5 | 0 | 1 | -1 | 20% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Paynesville, Mn | 5 | 0 | 1 | -1 | 20% | |||
| C••••• P•••••• W••••• independent RIA | Orlando, Fl · principal | 5 | 3 | 1 | +2 | 20% | |||
| H••••• P••••••• • M••••••••• L•• independent RIA | Shepherdstown, Wv · principal | 5 | 2 | 1 | +1 | 20% | |||
| M••••• S•••••• wirehouse | Ocala, Fl | 5 | 0 | 1 | -1 | 20% | |||
| P•••••••• P•••••• W•••••• L•• independent RIA | Radnor, Pa · principal | 5 | 2 | 1 | +1 | 20% | |||
| H•••••••• F•••••••• G•••• independent RIA | Thousand Oaks, Ca · principal | 5 | 1 | 1 | 0 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Aiken, Sc | 5 | 1 | 1 | 0 | 20% | |||
| W•••• F•••• A••••••• wirehouse | Glendale, Co | 5 | 0 | 1 | -1 | 20% | |||
| L•• E••••••••• L•• BD affiliated | Ann Arbor, Mi | 5 | 4 | 1 | +3 | 20% | |||
| H•••••• T••••••• • K•••• L•• BD affiliated | Holladay, Ut | 5 | 0 | 1 | -1 | 20% | |||
| C••••••• S••••••••• I••• bank affiliated | Clinton Township, Mi | 5 | 0 | 1 | -1 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Alhambra, Ca | 5 | 1 | 1 | 0 | 20% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Duncansville, Pa | 5 | 0 | 1 | -1 | 20% | |||
| F••••••• F•••••••• S••••••••• L•• BD affiliated | Brighton, Mi | 5 | 0 | 1 | -1 | 20% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Arcadia, Ca | 5 | 1 | 1 | 0 | 20% | |||
| M•••• • C••••• I•• BD affiliated | Alexandria, Va | 5 | 0 | 1 | -1 | 20% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Danvers, Ma | 5 | 0 | 1 | -1 | 20% | |||
| E•••••••• A•••••••• L•• BD affiliated | Morgantown, Wv | 5 | 2 | 1 | +1 | 20% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Colorado Springs, Co | 5 | 2 | 1 | +1 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Cranford, Nj | 5 | 0 | 1 | -1 | 20% | |||
| S••• H••• G••••• A•••••••• L•• independent RIA | San Francisco, Ca | 5 | 0 | 1 | -1 | 20% | |||
| E•••••••• A•••••••• L•• BD affiliated | Myrtle Beach, Sc | 5 | 3 | 1 | +2 | 20% | |||
| C•••••• C••••• G••••• I••• no RAUM | Dallas, Tx | 5 | 1 | 1 | 0 | 20% | |||
| T•• F•••••••• R••••••• C••••• other | Carmel, In · principal | 5 | 1 | 1 | 0 | 20% | |||
| I•••••••• independent RIA | Holladay, Ut · principal | 5 | 0 | 1 | -1 | 20% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Richmond, Va | 5 | 1 | 1 | 0 | 20% | |||
| F•••• T•••• S••••••••• I••• bank affiliated | Bradenton, Fl | 5 | 3 | 1 | +2 | 20% | |||
| N••••••• I••••••••• A••••••• independent RIA | Leawood, Ks · principal | 5 | 0 | 1 | -1 | 20% | |||
| W•• B•••••••• S•••••••• I••• BD affiliated | Independence, Oh | 5 | 0 | 1 | -1 | 20% | |||
| H•••••• I••••••••• M••••••••• L••••• independent RIA | Edmonds, Wa · principal | 5 | 0 | 1 | -1 | 20% | |||
| B••••• P•••••••• L•• independent RIA | Miami, Fl · principal | 5 | 0 | 1 | -1 | 20% | |||
| U••• B•••••• A•••••••• L•• bank affiliated | Hopkins, Mn | 5 | 5 | 1 | +4 | 20% | |||
| F•••• T•••• S••••••••• I••• bank affiliated | Huntersville, Nc | 5 | 0 | 1 | -1 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Sharon, Ma | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Crystal River, Fl | 5 | 1 | 1 | 0 | 20% | |||
| F•••• T•••• S••••••••• I••• bank affiliated | Naperville, Il | 5 | 0 | 1 | -1 | 20% | |||
| E• W••••• A••••••• independent RIA | San Francisco, Ca | 5 | 0 | 1 | -1 | 20% | |||
| F•••• T•••• S••••••••• I••• bank affiliated | Sarasota, Fl | 5 | 2 | 1 | +1 | 20% | |||
| L•• D••••• • B••• I•• independent RIA | Nashville, Tn · principal | 5 | 0 | 1 | -1 | 20% | |||
| C••••••••• F•••••••• N•••••• national BD | Tucson, Az | 5 | 1 | 1 | 0 | 20% | |||
| C••••••••• F•••••••• N•••••• national BD | Toms River, Nj | 5 | 0 | 1 | -1 | 20% | |||
| I•••• F•••••••• G••••• L•• independent RIA | Ann Arbor, Mi · principal | 5 | 3 | 1 | +2 | 20% | |||
| T•••• • C• other | Denver, Co · principal | 5 | 1 | 1 | 0 | 20% |
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.