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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL CLIENT GROUP, INC. no RAUM | Austin, Tx | 5 | 0 | 1 | -1 | 20% | |||
| MORGAN STANLEY wirehouse | Farmington, Nm | 5 | 0 | 1 | -1 | 20% | |||
| INTEGRITY ALLIANCE, LLC BD affiliated | Cedar Rapids, Ia | 5 | 4 | 1 | +3 | 20% | |||
| E•••• S••••••••• L•• BD affiliated | Rockland, Ma | 5 | 0 | 1 | -1 | 20% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Reno, Nv | 5 | 2 | 1 | +1 | 20% | |||
| R•• C•••••• M••••••• L•• national BD | Roswell, Ga | 5 | 0 | 1 | -1 | 20% | |||
| M••••• G••••• A••••••• I••• independent RIA | Naples, Fl | 5 | 2 | 1 | +1 | 20% | |||
| M•••••• independent RIA | Mclean, Va | 5 | 2 | 1 | +1 | 20% | |||
| C••••••••• F•••••••• N•••••• national BD | Latham, Ny | 5 | 0 | 1 | -1 | 20% | |||
| R•• C•••••• M••••••• L•• national BD | Bethesda, Md | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Deer Park, Wa | 5 | 1 | 1 | 0 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Sunbury, Oh | 5 | 0 | 1 | -1 | 20% | |||
| C•••••• A••••••• BD affiliated | Land O Lakes, Fl | 5 | 0 | 1 | -1 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bentonville, Ar | 5 | 0 | 1 | -1 | 20% | |||
| E•••• S••••••••• L•• BD affiliated | Fremont, Ca | 5 | 2 | 1 | +1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Dothan, Al | 5 | 1 | 1 | 0 | 20% | |||
| E••••• J•••• national BD | Libertyville, Il | 5 | 0 | 1 | -1 | 20% | |||
| P•••••• P•••• A•••••••• L•• independent RIA | San Diego, Ca · principal | 5 | 2 | 1 | +1 | 20% | |||
| C••••••••• F•••••••• N•••••• national BD | Hudson, Oh | 5 | 1 | 1 | 0 | 20% | |||
| C••••• P••••••• P••••••• independent RIA | Chesterfield, Mo | 5 | 0 | 1 | -1 | 20% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Worcester, Ma | 5 | 0 | 1 | -1 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Flushing, Ny | 5 | 0 | 1 | -1 | 20% | |||
| W•••• C•••••• P••••••• L•• independent RIA | New York, Ny | 5 | 5 | 1 | +4 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Buffalo, Mn | 5 | 0 | 1 | -1 | 20% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Clearfield, Ut | 5 | 0 | 1 | -1 | 20% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Easton, Md | 5 | 5 | 1 | +4 | 20% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Andover, Ma | 5 | 2 | 1 | +1 | 20% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Wooster, Oh | 5 | 0 | 1 | -1 | 20% | |||
| A•••• S••••••• C••••••••• L•• institutional | Hunt Valley, Md · principal | 5 | 0 | 1 | -1 | 20% | |||
| E•••••••• A•••••••• L•• BD affiliated | Mineola, Ny | 5 | 0 | 1 | -1 | 20% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Chula Vista, Ca | 5 | 1 | 1 | 0 | 20% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Northampton, Ma | 5 | 2 | 1 | +1 | 20% | |||
| A•••••• C•••••• M••••••••• I•• independent RIA | Grand Rapids, Mi | 5 | 0 | 1 | -1 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Freehold, Nj | 5 | 0 | 1 | -1 | 20% | |||
| C•••••••• F••••••••• I••• BD affiliated | Westlake Village, Ca | 5 | 0 | 1 | -1 | 20% | |||
| C••••••••• F•••••••• N•••••• national BD | Beaverton, Or | 5 | 0 | 1 | -1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Wooster, Oh | 5 | 0 | 1 | -1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Oceanside, Ca | 5 | 0 | 1 | -1 | 20% | |||
| O••••••••• • C•• I••• BD affiliated | Virginia Beach, Va | 5 | 0 | 1 | -1 | 20% | |||
| S•••••••• A••••••• L•• brokerage advisory | Ypsilanti, Mi | 5 | 2 | 1 | +1 | 20% | |||
| H•• I••••••••• P•••••••• L•• independent RIA | Scottsdale, Az | 5 | 2 | 1 | +1 | 20% | |||
| D•••••••• C•••••• M••••••••• L•• independent RIA | Schenectady, Ny · principal | 5 | 3 | 1 | +2 | 20% | |||
| E• E• P••••• • C•••••• I••• state registered | Seven Fields, Pa · principal | 5 | 1 | 1 | 0 | 20% | |||
| I••••••••• W••••• A•••••••• L•• independent RIA | I•••••••••, Oh · principal | 5 | 1 | 1 | 0 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Detroit, Mi | 5 | 0 | 1 | -1 | 20% | |||
| A•••• I••••••••• M••••••••• state registered | Charlotte, Nc | 5 | 2 | 1 | +1 | 20% | |||
| T••••• W••••• I••••••••• S•••••••• I••• institutional | Chicago, Il · principal | 5 | 0 | 1 | -1 | 20% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Wausau, Wi | 5 | 1 | 1 | 0 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Westport, Ct | 5 | 1 | 1 | 0 | 20% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Grinnell, Ia | 5 | 0 | 1 | -1 | 20% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Temple, Tx | 5 | 0 | 1 | -1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | West Hills, Ca | 5 | 1 | 1 | 0 | 20% | |||
| W•••• F•••• A••••••• wirehouse | Gainesville, Va | 5 | 1 | 1 | 0 | 20% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Grand Ledge, Mi | 5 | 1 | 1 | 0 | 20% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Sugar Land, Tx | 5 | 0 | 1 | -1 | 20% | |||
| D•• I••••••••• M••••••••• independent RIA | Solana Beach, Ca · principal | 5 | 0 | 1 | -1 | 20% | |||
| H••••••• W••••• M••••••••• L•• independent RIA | St Paul, Mn | 5 | 1 | 1 | 0 | 20% | |||
| V•••••• V•••••••• P••••••• L•• independent RIA | Bonita Springs, Fl | 5 | 4 | 1 | +3 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Tyler, Tx | 5 | 2 | 1 | +1 | 20% | |||
| A•••••••• P•••••••• L•• independent RIA | Dallas, Tx | 5 | 0 | 1 | -1 | 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.