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.
3,857 offices match
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD JONES national BD | St Louis, Mo | 2,515 | 415 | 113 | +302 | 4.5% | 10 | ||
| EDWARD JONES national BD | Tucson, Az | 31 | 1 | 8 | -7 | 26% | 2 | ||
| EDWARD JONES national BD | Houston, Tx | 88 | 12 | 6 | +6 | 6.8% | |||
| E••••• J•••• national BD | Denver, Co | 46 | 6 | 6 | 0 | 13% | 1 | ||
| E••••• J•••• national BD | Tempe, Az | 234 | 10 | 5 | +5 | 2.1% | |||
| E••••• J•••• national BD | Raleigh, Nc | 79 | 12 | 5 | +7 | 6.3% | |||
| E••••• J•••• national BD | Phoenix, Az | 50 | 4 | 5 | -1 | 10% | |||
| E••••• J•••• national BD | Honolulu, Hi | 30 | 3 | 5 | -2 | 17% | 1 | ||
| E••••• J•••• national BD | Colorado Springs, Co | 61 | 6 | 4 | +2 | 6.6% | 1 | ||
| E••••• J•••• national BD | Mesa, Az | 52 | 5 | 4 | +1 | 7.7% | |||
| E••••• J•••• national BD | Fort Worth, Tx | 45 | 3 | 4 | -1 | 8.9% | 2 | ||
| E••••• J•••• national BD | Charlotte, Nc | 44 | 5 | 4 | +1 | 9.1% | |||
| E••••• J•••• national BD | Chandler, Az | 41 | 3 | 4 | -1 | 9.8% | |||
| E••••• J•••• national BD | Tampa, Fl | 30 | 4 | 4 | 0 | 13% | |||
| E••••• J•••• national BD | Little Rock, Ar | 29 | 3 | 4 | -1 | 14% | |||
| E••••• J•••• national BD | Sacramento, Ca | 18 | 3 | 4 | -1 | 22% | |||
| E••••• J•••• national BD | Roseville, Ca | 12 | 2 | 4 | -2 | 33% | 1 | ||
| E••••• J•••• national BD | Maryland Heights, Mo | 454 | 19 | 3 | +16 | 0.7% | 1 | ||
| E••••• J•••• national BD | Austin, Tx | 90 | 13 | 3 | +10 | 3.3% | |||
| E••••• J•••• national BD | Gilbert, Az | 53 | 6 | 3 | +3 | 5.7% | 1 | ||
| E••••• J•••• national BD | Omaha, Ne | 38 | 2 | 3 | -1 | 7.9% | |||
| E••••• J•••• national BD | Topeka, Ks | 31 | 6 | 3 | +3 | 9.7% | 1 | ||
| E••••• J•••• national BD | Atlanta, Ga | 27 | 1 | 3 | -2 | 11% | |||
| E••••• J•••• national BD | Marietta, Ga | 24 | 2 | 3 | -1 | 13% | 1 | ||
| E••••• J•••• national BD | Virginia Beach, Va | 21 | 2 | 3 | -1 | 14% | |||
| E••••• J•••• national BD | Venice, Fl | 15 | 0 | 3 | -3 | 20% | |||
| E••••• J•••• national BD | Gresham, Or | 14 | 1 | 3 | -2 | 21% | |||
| E••••• J•••• national BD | Chesapeake, Va | 13 | 3 | 3 | 0 | 23% | 1 | ||
| E••••• J•••• national BD | New York, Ny | 13 | 1 | 3 | -2 | 23% | 1 | 1 | |
| E••••• J•••• national BD | Falls Church, Va | 10 | 1 | 3 | -2 | 30% | |||
| E••••• J•••• national BD | Alma, Mi | 7 | 1 | 3 | -2 | 43% | 1 | ||
| E••••• J•••• national BD | Lake Wales, Fl | 5 | 2 | 3 | -1 | 60% | 1 | ||
| E••••• J•••• national BD | Seattle, Wa | 72 | 7 | 2 | +5 | 2.8% | 1 | ||
| E••••• J•••• national BD | Overland Park, Ks | 70 | 8 | 2 | +6 | 2.9% | |||
| E••••• J•••• national BD | Scottsdale, Az | 60 | 2 | 2 | 0 | 3.3% | |||
| E••••• J•••• national BD | Reno, Nv | 46 | 2 | 2 | 0 | 4.3% | |||
| E••••• J•••• national BD | Louisville, Ky | 35 | 3 | 2 | +1 | 5.7% | |||
| E••••• J•••• national BD | Wichita, Ks | 34 | 1 | 2 | -1 | 5.9% | |||
| E••••• J•••• national BD | Greensboro, Nc | 34 | 3 | 2 | +1 | 5.9% | |||
| E••••• J•••• national BD | Mckinney, Tx | 31 | 2 | 2 | 0 | 6.5% | |||
| E••••• J•••• national BD | Loveland, Co | 26 | 2 | 2 | 0 | 7.7% | |||
| E••••• J•••• national BD | Redding, Ca | 23 | 1 | 2 | -1 | 8.7% | 1 | ||
| E••••• J•••• national BD | Southlake, Tx | 20 | 0 | 2 | -2 | 10% | 1 | ||
| E••••• J•••• national BD | Shreveport, La | 18 | 2 | 2 | 0 | 11% | |||
| E••••• J•••• national BD | Fishers, In | 18 | 2 | 2 | 0 | 11% | |||
| E••••• J•••• national BD | Pensacola, Fl | 17 | 3 | 2 | +1 | 12% | |||
| E••••• J•••• national BD | Aurora, Co | 16 | 3 | 2 | +1 | 13% | |||
| E••••• J•••• national BD | El Paso, Tx | 14 | 2 | 2 | 0 | 14% | |||
| E••••• J•••• national BD | Concord, Nc | 14 | 0 | 2 | -2 | 14% | |||
| E••••• J•••• national BD | Carlsbad, Ca | 13 | 0 | 2 | -2 | 15% | |||
| E••••• J•••• national BD | Clearwater, Fl | 13 | 0 | 2 | -2 | 15% | |||
| E••••• J•••• national BD | Nashville, Tn | 13 | 2 | 2 | 0 | 15% | 1 | ||
| E••••• J•••• national BD | Idaho Falls, Id | 13 | 1 | 2 | -1 | 15% | |||
| E••••• J•••• national BD | Surprise, Az | 12 | 0 | 2 | -2 | 17% | 1 | ||
| E••••• J•••• national BD | Fort Myers, Fl | 12 | 0 | 2 | -2 | 17% | |||
| E••••• J•••• national BD | Dothan, Al | 11 | 1 | 2 | -1 | 18% | |||
| E••••• J•••• national BD | Newnan, Ga | 11 | 1 | 2 | -1 | 18% | |||
| E••••• J•••• national BD | Yuba City, Ca | 11 | 0 | 2 | -2 | 18% | |||
| E••••• J•••• national BD | Orange, Ca | 10 | 0 | 2 | -2 | 20% | |||
| E••••• J•••• national BD | Fayetteville, Ga | 10 | 2 | 2 | 0 | 20% |
Page 1 of 65Next
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.