DFX Intelligence

RIA Intelligence

Offices

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.

FirmOfficeAdvisorsJoined 12mLeft 12mNetRateTeams outTeams inForming
LPL FINANCIAL LLC BD affiliatedVisalia, Ca1202-217%
LPL FINANCIAL LLC BD affiliatedClarks Summit, Pa1212-117%
LPL FINANCIAL LLC BD affiliatedStevens Point, Wi1122018%1
L•• F•••••••• L•• BD affiliatedKenosha, Wi1132+118%1
L•• F•••••••• L•• BD affiliatedSpringdale, Ar1012-120%1
L•• F•••••••• L•• BD affiliatedHarleysville, Pa1042+220%
L•• F•••••••• L•• BD affiliatedBentonville, Ar902-222%
L•• F•••••••• L•• BD affiliatedChatsworth, Ca802-225%
L•• F•••••••• L•• BD affiliatedGreensburg, Pa802-225%
L•• F•••••••• L•• BD affiliatedHudson, Wi842+225%
L•• F•••••••• L•• BD affiliatedWaunakee, Wi712-129%
L•• F•••••••• L•• BD affiliatedDarien, Ct712-129%1
L•• F•••••••• L•• BD affiliatedWestford, Ma702-229%1
L•• F•••••••• L•• BD affiliatedGolden Valley, Mn702-229%
L•• F•••••••• L•• BD affiliatedEnola, Pa612-133%
L•• F•••••••• L•• BD affiliatedArdmore, Pa612-133%
L•• F•••••••• L•• BD affiliatedAtascadero, Ca502-240%1
L•• F•••••••• L•• BD affiliatedWinnetka, Il402-250%1
L•• F•••••••• L•• BD affiliatedNew Ulm, Mn402-250%1
L•• F•••••••• L•• BD affiliatedRice Lake, Wi302-267%
L•• F•••••••• L•• BD affiliatedIndependence, Ky312-167%1
L•• F•••••••• L•• BD affiliatedStoughton, Wi302-267%1
L•• F•••••••• L•• BD affiliatedOnalaska, Wi302-267%
L•• F•••••••• L•• BD affiliatedHales Corners, Wi202-2100%1
L•• F•••••••• L•• BD affiliatedMarietta, Oh202-2100%1
L•• F•••••••• L•• BD affiliatedHighland, Ut202-2100%
L•• F•••••••• L•• BD affiliatedSan Antonio, Tx114101+90.9%
L•• F•••••••• L•• BD affiliatedHonolulu, Hi105141+131.0%1
L•• F•••••••• L•• BD affiliatedFresno, Ca9781+71.0%1
L•• F•••••••• L•• BD affiliatedGrand Rapids, Mi89121+111.1%
L•• F•••••••• L•• BD affiliatedAlbany, Ny88171+161.1%1
L•• F•••••••• L•• BD affiliatedAtlanta, Ga8681+71.2%
L•• F•••••••• L•• BD affiliatedMadison, Wi8371+61.2%
L•• F•••••••• L•• BD affiliatedPortland, Or82271+261.2%1
L•• F•••••••• L•• BD affiliatedBoca Raton, Fl78151+141.3%1
L•• F•••••••• L•• BD affiliatedWestlake Village, Ca7661+51.3%
L•• F•••••••• L•• BD affiliatedBrookfield, Wi71111+101.4%
L•• F•••••••• L•• BD affiliatedLos Angeles, Ca69141+131.4%1
L•• F•••••••• L•• BD affiliatedNashville, Tn6671+61.5%1
L•• F•••••••• L•• BD affiliatedOmaha, Ne6351+41.6%
L•• F•••••••• L•• BD affiliatedSan Francisco, Ca6371+61.6%1
L•• F•••••••• L•• BD affiliatedDowners Grove, Il6251+41.6%1
L•• F•••••••• L•• BD affiliatedParamus, Nj6041+31.7%
L•• F•••••••• L•• BD affiliatedGreensboro, Nc5941+31.7%
L•• F•••••••• L•• BD affiliatedIndianapolis, In5751+41.8%1
L•• F•••••••• L•• BD affiliatedBaltimore, Md5651+41.8%
L•• F•••••••• L•• BD affiliatedOak Brook, Il5081+72.0%
L•• F•••••••• L•• BD affiliatedWalnut Creek, Ca4981+72.0%
L•• F•••••••• L•• BD affiliatedBoston, Ma4761+52.1%4
L•• F•••••••• L•• BD affiliatedRochester, Mi4491+82.3%
L•• F•••••••• L•• BD affiliatedClearwater, Fl4351+42.3%1
L•• F•••••••• L•• BD affiliatedTorrance, Ca4301-12.3%
L•• F•••••••• L•• BD affiliatedMinneapolis, Mn4251+42.4%1
L•• F•••••••• L•• BD affiliatedSt Petersburg, Fl4121+12.4%1
L•• F•••••••• L•• BD affiliatedWinston Salem, Nc4131+22.4%
L•• F•••••••• L•• BD affiliatedBradenton, Fl4061+52.5%
L•• F•••••••• L•• BD affiliatedNapa, Ca4091+82.5%1
L•• F•••••••• L•• BD affiliatedBoulder, Co4051+42.5%1
L•• F•••••••• L•• BD affiliatedReno, Nv4031+22.5%
L•• F•••••••• L•• BD affiliatedSouthfield, Mi3961+52.6%1
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4,436 offices match.

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.