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 |
|---|---|---|---|---|---|---|---|---|---|
| BROOKSTONE CAPITAL MANAGEMENT LLC independent RIA | Wheaton, Il · principal | 328 | 37 | 5 | +32 | 1.5% | |||
| BROOKSTONE CAPITAL MANAGEMENT LLC independent RIA | Shreveport, La | 2 | 1 | 1 | 0 | 50% | |||
| BROOKSTONE CAPITAL MANAGEMENT LLC independent RIA | Charlotte, Nc | 9 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Buffalo Grove, Il | 9 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Brentwood, Tn | 8 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Bartonsville, Pa | 6 | 2 | 0 | +2 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Worthington, Oh | 5 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Horsham, Pa | 5 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Palm Harbor, Fl | 4 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Atlanta, Ga | 4 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Murfreesboro, Tn | 4 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Fort Wayne, In | 4 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Phoenix, Az | 4 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Greensboro, Nc | 3 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Jacksonville, Fl | 3 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Las Vegas, Nv | 3 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Scottsdale, Az | 3 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Cary, Nc | 3 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Snellville, Ga | 3 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Flower Mound, Tx | 3 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Stillwater, Mn | 3 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Northbrook, Il | 3 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Franklin, Tn | 3 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Frisco, Tx | 3 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Tucson, Az | 3 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | St Peters, Mo | 3 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Short Hills, Nj | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Sidney, Oh | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Spanish Fort, Al | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Temecula, Ca | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Walpole, Ma | 2 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Westlake, Oh | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Weston, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Southern Pines, Nc | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Wilmington, Nc | 2 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Winter Park, Fl | 2 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Grand Rapids, Mi | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Arden, Nc | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Melbourne, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Carefree, Az | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Castle Rock, Co | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Chicago, Il | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Concord, Nh | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Daphne, Al | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Durham, Nc | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Fitchburg, Wi | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Frankfort, Il | 2 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Germantown, Md | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Greenville, Sc | 2 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Jonesboro, Ar | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Lima, Oh | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Maitland, Fl | 2 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Miami, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Ormond Beach, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Overland Park, Ks | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Palm Beach Gardens, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Palmetto Bay, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Palos Park, Il | 2 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Pensacola, Fl | 2 | 1 | 0 | +1 | 0.0% | |||
| B••••••••• C•••••• M••••••••• L•• independent RIA | Pittsburgh, Pa | 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.