Where advisors are leaving, and where they are arriving
An 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.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| FARTHER independent RIA | San Francisco, Ca · principal | 330 | 157 | 16 | +141 | 4.8% | |||
| FARTHER independent RIA | Irving, Tx | 3 | 0 | 1 | -1 | 33% | |||
| FARTHER independent RIA | Indianapolis, In | 8 | 8 | 0 | +8 | 0.0% | |||
| F•••••• independent RIA | New York, Ny | 6 | 3 | 0 | +3 | 0.0% | |||
| F•••••• independent RIA | Portland, Me | 5 | 5 | 0 | +5 | 0.0% | 1 | ||
| F•••••• independent RIA | Springfield, Mo | 5 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Englewood, Co | 5 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Boston, Ma | 5 | 5 | 0 | +5 | 0.0% | 1 | ||
| F•••••• independent RIA | Bartlesville, Ok | 5 | 3 | 0 | +3 | 0.0% | |||
| F•••••• independent RIA | Wilmington, Nc | 4 | 2 | 0 | +2 | 0.0% | 1 | ||
| F•••••• independent RIA | Irvine, Ca | 4 | 1 | 0 | +1 | 0.0% | |||
| F•••••• independent RIA | Greenwood Village, Co | 4 | 4 | 0 | +4 | 0.0% | 1 | ||
| F•••••• independent RIA | Austin, Tx | 4 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Dallas, Tx | 4 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | San Rafael, Ca | 3 | 0 | 0 | 0 | 0.0% | 1 | ||
| F•••••• independent RIA | Miami, Fl | 3 | 2 | 0 | +2 | 0.0% | |||
| F•••••• independent RIA | Bend, Or | 3 | 2 | 0 | +2 | 0.0% | |||
| F•••••• independent RIA | Needham, Ma | 3 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Duluth, Mn | 3 | 1 | 0 | +1 | 0.0% | |||
| F•••••• independent RIA | Petoskey, Mi | 3 | 3 | 0 | +3 | 0.0% | |||
| F•••••• independent RIA | Fort Wayne, In | 3 | 3 | 0 | +3 | 0.0% | |||
| F•••••• independent RIA | Mercer Island, Wa | 3 | 3 | 0 | +3 | 0.0% | |||
| F•••••• independent RIA | Jacksonville, Fl | 3 | 2 | 0 | +2 | 0.0% | |||
| F•••••• independent RIA | Charlottesville, Va | 3 | 3 | 0 | +3 | 0.0% | |||
| F•••••• independent RIA | Larkspur, Ca | 3 | 3 | 0 | +3 | 0.0% | 1 | ||
| F•••••• independent RIA | West Des Moines, Ia | 3 | 3 | 0 | +3 | 0.0% | 1 | ||
| F•••••• independent RIA | Madison, Wi | 3 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Marlton, Nj | 3 | 3 | 0 | +3 | 0.0% | |||
| F•••••• independent RIA | Searcy, Ar | 2 | 1 | 0 | +1 | 0.0% | |||
| F•••••• independent RIA | Tampa, Fl | 2 | 1 | 0 | +1 | 0.0% | |||
| F•••••• independent RIA | Tempe, Az | 2 | 2 | 0 | +2 | 0.0% | |||
| F•••••• independent RIA | Topeka, Ks | 2 | 1 | 0 | +1 | 0.0% | |||
| F•••••• independent RIA | Vancouver, Wa | 2 | 1 | 0 | +1 | 0.0% | |||
| F•••••• independent RIA | Vero Beach, Fl | 2 | 2 | 0 | +2 | 0.0% | |||
| F•••••• independent RIA | Winston Salem, Nc | 2 | 2 | 0 | +2 | 0.0% | |||
| F•••••• A•••• M••••••••• L•• independent RIA | San Francisco, Ca · principal | 2 | 1 | 0 | +1 | 0.0% | |||
| F•••••• independent RIA | Athens, Ga | 2 | 2 | 0 | +2 | 0.0% | 1 | ||
| F•••••• independent RIA | Bakersfield, Ca | 2 | 1 | 0 | +1 | 0.0% | |||
| F•••••• independent RIA | San Diego, Ca | 2 | 1 | 0 | +1 | 0.0% | |||
| F•••••• independent RIA | Armonk, Ny | 2 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Asheville, Nc | 2 | 2 | 0 | +2 | 0.0% | 1 | ||
| F•••••• independent RIA | Atlanta, Ga | 2 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Atlantic Beach, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Brooklyn, Ny | 2 | 1 | 0 | +1 | 0.0% | |||
| F•••••• independent RIA | Buffalo, Ny | 2 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Carlsbad, Ca | 2 | 2 | 0 | +2 | 0.0% | |||
| F•••••• independent RIA | Cincinnati, Oh | 2 | 1 | 0 | +1 | 0.0% | |||
| F•••••• independent RIA | Culver City, Ca | 2 | 2 | 0 | +2 | 0.0% | |||
| F•••••• independent RIA | Delray Beach, Fl | 2 | 1 | 0 | +1 | 0.0% | 1 | ||
| F•••••• independent RIA | Denver, Co | 2 | 1 | 0 | +1 | 0.0% | |||
| F•••••• independent RIA | East Syracuse, Ny | 2 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Franklin, Tn | 2 | 1 | 0 | +1 | 0.0% | |||
| F•••••• independent RIA | Hoffman Estates, Il | 2 | 2 | 0 | +2 | 0.0% | |||
| F•••••• independent RIA | Jefferson City, Mo | 2 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Lake Oswego, Or | 2 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Leland, Nc | 2 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Mount Solon, Va | 2 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Mt Pleasant, Sc | 2 | 0 | 0 | 0 | 0.0% | |||
| F•••••• independent RIA | Newport Beach, Ca | 2 | 1 | 0 | +1 | 0.0% | 1 | ||
| F•••••• independent RIA | Phoenix, Az | 2 | 1 | 0 | +1 | 0.0% | 1 |
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.