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 |
|---|---|---|---|---|---|---|---|---|---|
| LINCOLN INVESTMENT independent RIA | Worcester, Ma | 5 | 1 | 0 | +1 | 0.0% | |||
| LINCOLN INVESTMENT independent RIA | Sarasota, Fl | 4 | 0 | 0 | 0 | 0.0% | |||
| LINCOLN INVESTMENT independent RIA | Maria Stein, Oh | 4 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Naples, Fl | 4 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Holbrook, Ny | 4 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | West Chester, Oh | 4 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Melville, Ny | 4 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Matthews, Nc | 4 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Warren, Nj | 4 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Twinsburg, Oh | 4 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Danvers, Ma | 4 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Chambersburg, Pa | 4 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Belleview, Fl | 4 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Atlanta, Ga | 4 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Bala Cynwyd, Pa | 4 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Watertown, Ny | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Cabot, Ar | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Hagerstown, Md | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Cincinnati, Oh | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Beachwood, Oh | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | East Syracuse, Ny | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Fayetteville, Ar | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Bryan, Tx | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Hartford, Ct | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Hazelwood, Mo | 3 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Kansas City, Mo | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Kennett Square, Pa | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Knightdale, Nc | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Manhasset, Ny | 3 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Mesa, Az | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Minneapolis, Mn | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Mountville, Pa | 3 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Odessa, Fl | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Peachtree City, Ga | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Pensacola, Fl | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Plano, Tx | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Riverhead, Ny | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | San Diego, Ca | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Skokie, Il | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Stevensville, Mi | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Tarrytown, Ny | 3 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | The Woodlands, Tx | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Wallingford, Pa | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | West Palm Beach, Fl | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Zelienople, Pa | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Ashburn, Va | 3 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Pembroke Pines, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Winder, Ga | 2 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Philadelphia, Pa | 2 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Hainesport, Nj | 2 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Dallas, Tx | 2 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Evergreen, Co | 2 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Port Saint Lucie, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Ramsey, Nj | 2 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Colorado Springs, Co | 2 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Baldwinsville, Ny | 2 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Greenbelt, Md | 2 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Rome, Ny | 2 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Guyton, Ga | 2 | 0 | 0 | 0 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Covina, Ca | 2 | 0 | 0 | 0 | 0.0% |
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.