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
CALTON & ASSOCIATES, INC. independent RIA	Tampa, Fl · principal	106	21	2	+19	1.9%
CALTON & ASSOCIATES, INC. independent RIA	Folsom, Ca	2	0	1	-1	50%
CALTON & ASSOCIATES, INC. independent RIA	Ocala, Fl	7	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Marble Falls, Tx	5	2	0	+2	0.0%
C••••• • A••••••••• I••• independent RIA	Tallahassee, Fl	4	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Fort Worth, Tx	3	1	0	+1	0.0%
C••••• • A••••••••• I••• independent RIA	Clearwater, Fl	3	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Fishers, In	3	3	0	+3	0.0%
C••••• • A••••••••• I••• independent RIA	Boise, Id	3	1	0	+1	0.0%
C••••• • A••••••••• I••• independent RIA	Paulsboro, Nj	2	1	0	+1	0.0%
C••••• • A••••••••• I••• independent RIA	Pensacola, Fl	2	1	0	+1	0.0%
C••••• • A••••••••• I••• independent RIA	Pikeville, Ky	2	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Rigby, Id	2	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	San Diego, Ca	2	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Seminole, Fl	2	1	0	+1	0.0%
C••••• • A••••••••• I••• independent RIA	Thomasville, Ga	2	1	0	+1	0.0%
C••••• • A••••••••• I••• independent RIA	Vineland, Nj	2	1	0	+1	0.0%
C••••• • A••••••••• I••• independent RIA	West Bountiful, Ut	2	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	West Covina, Ca	2	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Wichita, Ks	2	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Austin, Tx	2	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Wilmington, Nc	2	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Delray Beach, Fl	2	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Fallston, Md	2	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Lady Lake, Fl	2	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Lakeland, Fl	2	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Louisville, Ky	2	1	0	+1	0.0%
C••••• • A••••••••• I••• independent RIA	Mesa, Az	2	0	0	0	0.0%
C••••• • A••••••••• I••• independent RIA	Miami, Fl	2	1	0	+1	0.0%
C••••• • A••••••••• I••• independent RIA	New Ulm, Mn	2	1	0	+1	0.0%

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30 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.