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.
1,790 offices match
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC national BD | Boston, Ma · principal | 283 | 27 | 549 | -522 | 194% | 67 | ||
| STRATEGIC ADVISERS LLC national BD | Jacksonville, Fl | 868 | 103 | 10 | +93 | 1.2% | 1 | ||
| STRATEGIC ADVISERS LLC national BD | Smithfield, Ri | 453 | 108 | 9 | +99 | 2.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Salt Lake City, Ut | 1,106 | 148 | 8 | +140 | 0.7% | |||
| S•••••••• A••••••• L•• national BD | Westlake, Tx | 972 | 139 | 8 | +131 | 0.8% | |||
| S•••••••• A••••••• L•• national BD | Merrimack, Nh | 925 | 129 | 6 | +123 | 0.6% | |||
| S•••••••• A••••••• L•• national BD | Greenwood Village, Co | 740 | 114 | 6 | +108 | 0.8% | |||
| S•••••••• A••••••• L•• national BD | New York, Ny | 217 | 14 | 6 | +8 | 2.8% | 1 | ||
| S•••••••• A••••••• L•• national BD | Covington, Ky | 1,088 | 129 | 4 | +125 | 0.4% | |||
| S•••••••• A••••••• L•• national BD | Houston, Tx | 205 | 19 | 4 | +15 | 2.0% | |||
| S•••••••• A••••••• L•• national BD | Fort Worth, Tx | 257 | 33 | 3 | +30 | 1.2% | |||
| S•••••••• A••••••• L•• national BD | Phoenix, Az | 91 | 10 | 3 | +7 | 3.3% | |||
| S•••••••• A••••••• L•• national BD | San Diego, Ca | 143 | 13 | 2 | +11 | 1.4% | |||
| S•••••••• A••••••• L•• national BD | Manchester, Nh | 101 | 14 | 2 | +12 | 2.0% | |||
| S•••••••• A••••••• L•• national BD | Atlanta, Ga | 99 | 9 | 2 | +7 | 2.0% | |||
| S•••••••• A••••••• L•• national BD | Philadelphia, Pa | 69 | 6 | 2 | +4 | 2.9% | |||
| S•••••••• A••••••• L•• national BD | Burlingame, Ca | 42 | 11 | 2 | +9 | 4.8% | |||
| S•••••••• A••••••• L•• national BD | Oak Brook, Il | 41 | 2 | 2 | 0 | 4.9% | |||
| S•••••••• A••••••• L•• national BD | Fort Myers, Fl | 16 | 3 | 2 | +1 | 13% | |||
| S•••••••• A••••••• L•• national BD | Raleigh, Nc | 179 | 20 | 1 | +19 | 0.6% | |||
| S•••••••• A••••••• L•• national BD | Chicago, Il | 139 | 9 | 1 | +8 | 0.7% | |||
| S•••••••• A••••••• L•• national BD | San Jose, Ca | 105 | 16 | 1 | +15 | 1.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Los Angeles, Ca | 96 | 12 | 1 | +11 | 1.0% | |||
| S•••••••• A••••••• L•• national BD | Burlington, Ma | 87 | 5 | 1 | +4 | 1.1% | |||
| S•••••••• A••••••• L•• national BD | Scottsdale, Az | 82 | 9 | 1 | +8 | 1.2% | |||
| S•••••••• A••••••• L•• national BD | Southlake, Tx | 79 | 9 | 1 | +8 | 1.3% | |||
| S•••••••• A••••••• L•• national BD | Aurora, Co | 78 | 17 | 1 | +16 | 1.3% | |||
| S•••••••• A••••••• L•• national BD | Campbell, Ca | 65 | 11 | 1 | +10 | 1.5% | |||
| S•••••••• A••••••• L•• national BD | Lakewood, Co | 63 | 6 | 1 | +5 | 1.6% | |||
| S•••••••• A••••••• L•• national BD | South Jordan, Ut | 63 | 8 | 1 | +7 | 1.6% | |||
| S•••••••• A••••••• L•• national BD | Sarasota, Fl | 60 | 7 | 1 | +6 | 1.7% | |||
| S•••••••• A••••••• L•• national BD | Lone Tree, Co | 58 | 5 | 1 | +4 | 1.7% | |||
| S•••••••• A••••••• L•• national BD | Palo Alto, Ca | 55 | 9 | 1 | +8 | 1.8% | |||
| S•••••••• A••••••• L•• national BD | Indianapolis, In | 53 | 3 | 1 | +2 | 1.9% | |||
| S•••••••• A••••••• L•• national BD | Columbus, Oh | 52 | 4 | 1 | +3 | 1.9% | |||
| S•••••••• A••••••• L•• national BD | Las Vegas, Nv | 51 | 4 | 1 | +3 | 2.0% | |||
| S•••••••• A••••••• L•• national BD | Naples, Fl | 50 | 3 | 1 | +2 | 2.0% | |||
| S•••••••• A••••••• L•• national BD | Westwood, Ma | 49 | 3 | 1 | +2 | 2.0% | |||
| S•••••••• A••••••• L•• national BD | Torrance, Ca | 48 | 7 | 1 | +6 | 2.1% | |||
| S•••••••• A••••••• L•• national BD | Sunnyvale, Ca | 47 | 9 | 1 | +8 | 2.1% | |||
| S•••••••• A••••••• L•• national BD | Sugar Land, Tx | 46 | 8 | 1 | +7 | 2.2% | |||
| S•••••••• A••••••• L•• national BD | Peoria, Az | 46 | 5 | 1 | +4 | 2.2% | |||
| S•••••••• A••••••• L•• national BD | Highland Park, Il | 46 | 6 | 1 | +5 | 2.2% | |||
| S•••••••• A••••••• L•• national BD | Eagle Mountain, Ut | 43 | 2 | 1 | +1 | 2.3% | |||
| S•••••••• A••••••• L•• national BD | Shrewsbury, Ma | 43 | 3 | 1 | +2 | 2.3% | |||
| S•••••••• A••••••• L•• national BD | Plainview, Ny | 42 | 3 | 1 | +2 | 2.4% | |||
| S•••••••• A••••••• L•• national BD | Berkeley, Ca | 39 | 4 | 1 | +3 | 2.6% | |||
| S•••••••• A••••••• L•• national BD | West Jordan, Ut | 37 | 2 | 1 | +1 | 2.7% | |||
| S•••••••• A••••••• L•• national BD | Larkspur, Ca | 36 | 2 | 1 | +1 | 2.8% | |||
| S•••••••• A••••••• L•• national BD | Portsmouth, Nh | 36 | 1 | 1 | 0 | 2.8% | |||
| S•••••••• A••••••• L•• national BD | Greenville, De | 36 | 5 | 1 | +4 | 2.8% | |||
| S•••••••• A••••••• L•• national BD | Woodland Hills, Ca | 36 | 3 | 1 | +2 | 2.8% | |||
| S•••••••• A••••••• L•• national BD | Marlton, Nj | 35 | 2 | 1 | +1 | 2.9% | |||
| S•••••••• A••••••• L•• national BD | Thousand Oaks, Ca | 34 | 1 | 1 | 0 | 2.9% | |||
| S•••••••• A••••••• L•• national BD | Englewood, Co | 34 | 5 | 1 | +4 | 2.9% | |||
| S•••••••• A••••••• L•• national BD | Wayne, Nj | 33 | 4 | 1 | +3 | 3.0% | |||
| S•••••••• A••••••• L•• national BD | Seal Beach, Ca | 33 | 5 | 1 | +4 | 3.0% | |||
| S•••••••• A••••••• L•• national BD | Roslyn, Ny | 32 | 1 | 1 | 0 | 3.1% | |||
| S•••••••• A••••••• L•• national BD | Santa Monica, Ca | 32 | 7 | 1 | +6 | 3.1% | |||
| S•••••••• A••••••• L•• national BD | Portland, Me | 31 | 3 | 1 | +2 | 3.2% |
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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.