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.
162 offices match
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| LINCOLN INVESTMENT independent RIA | Fort Washington, Pa · principal | 459 | 49 | 21 | +28 | 4.6% | 4 | ||
| LINCOLN INVESTMENT independent RIA | Palm Beach Gardens, Fl | 3 | 0 | 14 | -14 | 467% | 2 | ||
| LINCOLN INVESTMENT independent RIA | Horsham, Pa | 54 | 9 | 4 | +5 | 7.4% | |||
| L•••••• I••••••••• independent RIA | Marlton, Nj | 69 | 4 | 2 | +2 | 2.9% | |||
| L•••••• I••••••••• independent RIA | Lutz, Fl | 34 | 3 | 1 | +2 | 2.9% | |||
| L•••••• I••••••••• independent RIA | Bethlehem, Pa | 9 | 1 | 1 | 0 | 11% | |||
| L•••••• I••••••••• independent RIA | Wexford, Pa | 5 | 0 | 1 | -1 | 20% | |||
| L•••••• I••••••••• independent RIA | Amherst, Ma | 3 | 1 | 1 | 0 | 33% | |||
| L•••••• I••••••••• independent RIA | Memphis, Tn | 3 | 0 | 1 | -1 | 33% | |||
| L•••••• I••••••••• independent RIA | Peabody, Ma | 2 | 1 | 1 | 0 | 50% | |||
| L•••••• I••••••••• independent RIA | Bloomfield Hills, Mi | 2 | 1 | 1 | 0 | 50% | |||
| L•••••• I••••••••• independent RIA | Crystal Lake, Il | 76 | 11 | 0 | +11 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Canton, Ga | 43 | 3 | 0 | +3 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Amherst, Ny | 40 | 4 | 0 | +4 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Lombard, Il | 31 | 7 | 0 | +7 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Woodland Hills, Ca | 31 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Tallahassee, Fl | 24 | 2 | 0 | +2 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Rochester, Ny | 21 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Farmington Hills, Mi | 18 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Carmel, In | 16 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Independence, Oh | 13 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Syracuse, Ny | 13 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Cranford, Nj | 13 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Phoenix, Az | 12 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Renton, Wa | 11 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Cleveland, Oh | 10 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Land O Lakes, Fl | 10 | 2 | 0 | +2 | 0.0% | |||
| L•••••• I••••••••• independent RIA | St Petersburg, Fl | 10 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Sugar Land, Tx | 10 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Royal Oak, Mi | 10 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Shaker Heights, Oh | 9 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Glendora, Ca | 9 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Frisco, Tx | 9 | 4 | 0 | +4 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Jacksonville, Fl | 9 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Bohemia, Ny | 8 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Columbus, Oh | 8 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Orlando, Fl | 8 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Greenville, Nc | 8 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Erie, Pa | 8 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Albemarle, Nc | 7 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Lansdale, Pa | 7 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Fairport, Ny | 7 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Dunwoody, Ga | 7 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Joliet, Il | 7 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Rockville, Md | 6 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Chicago, Il | 6 | 1 | 0 | +1 | 0.0% | 1 | ||
| L•••••• I••••••••• independent RIA | Fort Myers, Fl | 6 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Jenkintown, Pa | 6 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | North Royalton, Oh | 6 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | New Hope, Pa | 6 | 2 | 0 | +2 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Cobleskill, Ny | 6 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Lakewood, Ny | 6 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Verona, Wi | 6 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Pittsburgh, Pa | 5 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Wellington, Fl | 5 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Worcester, Ma | 5 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Newtown Square, Pa | 5 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Allison Park, Pa | 5 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Braintree, Ma | 5 | 2 | 0 | +2 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Hauppauge, Ny | 5 | 1 | 0 | +1 | 0.0% |
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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.