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.
775 offices match
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY wirehouse | New York, Ny | 2,589 | 293 | 60 | +233 | 2.3% | 11 | 10 | |
| MORGAN STANLEY wirehouse | Gilbert, Az | 152 | 41 | 42 | -1 | 28% | 4 | ||
| MORGAN STANLEY wirehouse | Tampa, Fl | 344 | 50 | 37 | +13 | 11% | 3 | ||
| M••••• S•••••• wirehouse | Purchase, Ny · principal | 886 | 186 | 25 | +161 | 2.8% | 1 | ||
| M••••• S•••••• wirehouse | Alpharetta, Ga | 370 | 74 | 25 | +49 | 6.8% | 1 | 1 | |
| M••••• S•••••• wirehouse | Atlanta, Ga | 501 | 39 | 22 | +17 | 4.4% | 4 | 1 | |
| M••••• S•••••• wirehouse | Chicago, Il | 719 | 88 | 18 | +70 | 2.5% | |||
| M••••• S•••••• wirehouse | Boston, Ma | 427 | 48 | 14 | +34 | 3.3% | 3 | 5 | |
| M••••• S•••••• wirehouse | Sandy, Ut | 181 | 29 | 14 | +15 | 7.7% | 1 | ||
| M••••• S•••••• wirehouse | Miami, Fl | 487 | 55 | 13 | +42 | 2.7% | 3 | ||
| M••••• S•••••• wirehouse | Boca Raton, Fl | 240 | 13 | 12 | +1 | 5.0% | 1 | 2 | |
| M••••• S•••••• wirehouse | Beverly Hills, Ca | 182 | 15 | 10 | +5 | 5.5% | 2 | ||
| M••••• S•••••• wirehouse | Naples, Fl | 163 | 10 | 10 | 0 | 6.1% | 2 | ||
| M••••• S•••••• wirehouse | Washington, Dc | 259 | 13 | 8 | +5 | 3.1% | 2 | 1 | |
| M••••• S•••••• wirehouse | Aventura, Fl | 128 | 9 | 8 | +1 | 6.3% | 2 | ||
| M••••• S•••••• wirehouse | Long Beach, Ca | 90 | 16 | 8 | +8 | 8.9% | 1 | ||
| M••••• S•••••• wirehouse | Cincinnati, Oh | 153 | 9 | 7 | +2 | 4.6% | 1 | ||
| M••••• S•••••• wirehouse | Bethesda, Md | 93 | 8 | 7 | +1 | 7.5% | 1 | ||
| M••••• S•••••• wirehouse | San Francisco, Ca | 570 | 32 | 6 | +26 | 1.1% | 2 | ||
| M••••• S•••••• wirehouse | Houston, Tx | 387 | 20 | 6 | +14 | 1.6% | |||
| M••••• S•••••• wirehouse | Mclean, Va | 95 | 7 | 6 | +1 | 6.3% | 1 | ||
| M••••• S•••••• wirehouse | Tempe, Az | 88 | 25 | 6 | +19 | 6.8% | 1 | ||
| M••••• S•••••• wirehouse | San Diego, Ca | 169 | 11 | 5 | +6 | 3.0% | 3 | ||
| M••••• S•••••• wirehouse | Indianapolis, In | 120 | 7 | 5 | +2 | 4.2% | 1 | 1 | |
| M••••• S•••••• wirehouse | Honolulu, Hi | 92 | 9 | 5 | +4 | 5.4% | 1 | ||
| M••••• S•••••• wirehouse | Middleton, Ma | 65 | 7 | 5 | +2 | 7.7% | 1 | ||
| M••••• S•••••• wirehouse | Paramus, Nj | 192 | 11 | 4 | +7 | 2.1% | 1 | ||
| M••••• S•••••• wirehouse | Columbus, Oh | 175 | 19 | 4 | +15 | 2.3% | |||
| M••••• S•••••• wirehouse | Pasadena, Ca | 156 | 11 | 4 | +7 | 2.6% | 1 | ||
| M••••• S•••••• wirehouse | Denver, Co | 133 | 9 | 4 | +5 | 3.0% | |||
| M••••• S•••••• wirehouse | Charlotte, Nc | 125 | 16 | 4 | +12 | 3.2% | 2 | ||
| M••••• S•••••• wirehouse | Wayzata, Mn | 87 | 3 | 4 | -1 | 4.6% | |||
| M••••• S•••••• wirehouse | Kirkland, Wa | 77 | 14 | 4 | +10 | 5.2% | 1 | ||
| M••••• S•••••• wirehouse | Oklahoma City, Ok | 56 | 6 | 4 | +2 | 7.1% | 1 | ||
| M••••• S•••••• wirehouse | Bloomington, Mn | 54 | 3 | 4 | -1 | 7.4% | |||
| M••••• S•••••• wirehouse | Annapolis, Md | 41 | 3 | 4 | -1 | 9.8% | 1 | ||
| M••••• S•••••• wirehouse | Camp Hill, Pa | 35 | 1 | 4 | -3 | 11% | 1 | ||
| M••••• S•••••• wirehouse | Morristown, Nj | 296 | 19 | 3 | +16 | 1.0% | 1 | ||
| M••••• S•••••• wirehouse | Dallas, Tx | 264 | 31 | 3 | +28 | 1.1% | 1 | ||
| M••••• S•••••• wirehouse | Los Angeles, Ca | 247 | 18 | 3 | +15 | 1.2% | 1 | 1 | |
| M••••• S•••••• wirehouse | Menlo Park, Ca | 230 | 15 | 3 | +12 | 1.3% | |||
| M••••• S•••••• wirehouse | Palo Alto, Ca | 188 | 17 | 3 | +14 | 1.6% | 2 | ||
| M••••• S•••••• wirehouse | Scottsdale, Az | 172 | 7 | 3 | +4 | 1.7% | 1 | ||
| M••••• S•••••• wirehouse | Fort Lauderdale, Fl | 159 | 20 | 3 | +17 | 1.9% | |||
| M••••• S•••••• wirehouse | Melville, Ny | 127 | 4 | 3 | +1 | 2.4% | 1 | 1 | |
| M••••• S•••••• wirehouse | Palm Beach Gardens, Fl | 117 | 8 | 3 | +5 | 2.6% | 1 | 2 | |
| M••••• S•••••• wirehouse | West Conshohocken, Pa | 98 | 10 | 3 | +7 | 3.1% | |||
| M••••• S•••••• wirehouse | Birmingham, Mi | 85 | 9 | 3 | +6 | 3.5% | |||
| M••••• S•••••• wirehouse | Ponte Vedra Beach, Fl | 67 | 8 | 3 | +5 | 4.5% | |||
| M••••• S•••••• wirehouse | Winter Park, Fl | 63 | 1 | 3 | -2 | 4.8% | |||
| M••••• S•••••• wirehouse | St Petersburg, Fl | 60 | 1 | 3 | -2 | 5.0% | 1 | 1 | |
| M••••• S•••••• wirehouse | Bellevue, Wa | 60 | 5 | 3 | +2 | 5.0% | 1 | ||
| M••••• S•••••• wirehouse | Portland, Or | 42 | 5 | 3 | +2 | 7.1% | |||
| M••••• S•••••• wirehouse | Knoxville, Tn | 41 | 3 | 3 | 0 | 7.3% | |||
| M••••• S•••••• wirehouse | Santa Monica, Ca | 31 | 1 | 3 | -2 | 9.7% | 1 | ||
| M••••• S•••••• wirehouse | Melbourne, Fl | 26 | 3 | 3 | 0 | 12% | 1 | ||
| M••••• S•••••• wirehouse | Boulder, Co | 26 | 0 | 3 | -3 | 12% | 1 | ||
| M••••• S•••••• wirehouse | Cleveland, Oh | 24 | 2 | 3 | -1 | 13% | 1 | ||
| M••••• S•••••• wirehouse | Akron, Oh | 21 | 2 | 3 | -1 | 14% | |||
| M••••• S•••••• wirehouse | Hot Springs, Ar | 3 | 0 | 3 | -3 | 100% | 1 |
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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.