DFX 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.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC BD affiliated | Frederick, Md | 20 | 1 | 1 | 0 | 5.0% | |||
| LPL FINANCIAL LLC BD affiliated | Missoula, Mt | 20 | 1 | 1 | 0 | 5.0% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Sherman Oaks, Ca | 20 | 1 | 1 | 0 | 5.0% | |||
| L•• F•••••••• L•• BD affiliated | Wheaton, Il | 19 | 2 | 1 | +1 | 5.3% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Columbia, Mo | 19 | 0 | 1 | -1 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Jackson, Tn | 19 | 1 | 1 | 0 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Lexington, Ma | 19 | 2 | 1 | +1 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Allentown, Pa | 19 | 4 | 1 | +3 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Norman, Ok | 19 | 0 | 1 | -1 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Sterling Heights, Mi | 19 | 2 | 1 | +1 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Thousand Oaks, Ca | 19 | 0 | 1 | -1 | 5.3% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Leesburg, Va | 19 | 1 | 1 | 0 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Newport News, Va | 18 | 0 | 1 | -1 | 5.6% | |||
| L•• F•••••••• L•• BD affiliated | Encino, Ca | 18 | 2 | 1 | +1 | 5.6% | |||
| L•• F•••••••• L•• BD affiliated | Gainesville, Fl | 17 | 3 | 1 | +2 | 5.9% | |||
| L•• F•••••••• L•• BD affiliated | Midlothian, Va | 16 | 1 | 1 | 0 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Petaluma, Ca | 16 | 1 | 1 | 0 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Vacaville, Ca | 16 | 2 | 1 | +1 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Indian Land, Sc | 16 | 4 | 1 | +3 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Arvada, Co | 16 | 3 | 1 | +2 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Casper, Wy | 16 | 1 | 1 | 0 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Braintree, Ma | 16 | 0 | 1 | -1 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | New Orleans, La | 15 | 2 | 1 | +1 | 6.7% | 2 | ||
| L•• F•••••••• L•• BD affiliated | West Seneca, Ny | 15 | 3 | 1 | +2 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Eau Claire, Wi | 15 | 5 | 1 | +4 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Spokane Valley, Wa | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Palatine, Il | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Guilford, Ct | 15 | 3 | 1 | +2 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Great Falls, Mt | 15 | 2 | 1 | +1 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Englewood, Co | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Oxnard, Ca | 15 | 2 | 1 | +1 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Grand Forks, Nd | 15 | 2 | 1 | +1 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Largo, Fl | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Maumee, Oh | 14 | 0 | 1 | -1 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Mandeville, La | 14 | 1 | 1 | 0 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Fredericksburg, Va | 14 | 2 | 1 | +1 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Peachtree City, Ga | 14 | 3 | 1 | +2 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | El Cajon, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Santa Monica, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Woodstock, Ga | 14 | 0 | 1 | -1 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Morgantown, Wv | 14 | 5 | 1 | +4 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Hamburg, Ny | 13 | 0 | 1 | -1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Thornton, Co | 13 | 1 | 1 | 0 | 7.7% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Castle Rock, Co | 13 | 3 | 1 | +2 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Cape Coral, Fl | 13 | 1 | 1 | 0 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Huntersville, Nc | 13 | 2 | 1 | +1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Rancho Cucamonga, Ca | 13 | 2 | 1 | +1 | 7.7% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Citrus Heights, Ca | 13 | 5 | 1 | +4 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Clarksville, Md | 13 | 1 | 1 | 0 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Yakima, Wa | 13 | 0 | 1 | -1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Culver City, Ca | 13 | 0 | 1 | -1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Elk Grove, Ca | 13 | 4 | 1 | +3 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Renton, Wa | 13 | 3 | 1 | +2 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Salem, Ma | 13 | 1 | 1 | 0 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Greenwood, In | 12 | 4 | 1 | +3 | 8.3% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Visalia, Ca | 12 | 0 | 1 | -1 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Newton, Ma | 12 | 0 | 1 | -1 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Oceanside, Ca | 12 | 1 | 1 | 0 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Vestal, Ny | 12 | 1 | 1 | 0 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Falls Church, Va | 12 | 1 | 1 | 0 | 8.3% |
4,434 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.