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.
97 offices match
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| D.A. DAVIDSON & CO. independent RIA | Seattle, Wa | 87 | 11 | 2 | +9 | 2.3% | |||
| D.A. DAVIDSON & CO. independent RIA | Pasadena, Ca | 20 | 4 | 2 | +2 | 10% | |||
| D.A. DAVIDSON & CO. independent RIA | Kalispell, Mt | 16 | 2 | 2 | 0 | 13% | |||
| D••• D••••••• • C•• independent RIA | Bend, Or | 11 | 2 | 2 | 0 | 18% | |||
| D••• D••••••• • C•• independent RIA | Sheridan, Wy | 2 | 0 | 2 | -2 | 100% | 1 | ||
| D••• D••••••• • C•• independent RIA | Great Falls, Mt · principal | 45 | 3 | 1 | +2 | 2.2% | |||
| D••• D••••••• • C•• independent RIA | Omaha, Ne | 31 | 2 | 1 | +1 | 3.2% | |||
| D••• D••••••• • C•• independent RIA | Bellevue, Wa | 23 | 2 | 1 | +1 | 4.3% | |||
| D••• D••••••• • C•• independent RIA | Boise, Id | 15 | 0 | 1 | -1 | 6.7% | |||
| D••• D••••••• • C•• independent RIA | Colorado Springs, Co | 12 | 0 | 1 | -1 | 8.3% | |||
| D••• D••••••• • C•• independent RIA | Austin, Tx | 8 | 1 | 1 | 0 | 13% | |||
| D••• D••••••• • C•• independent RIA | South Jordan, Ut | 4 | 2 | 1 | +1 | 25% | |||
| D••• D••••••• • C•• independent RIA | Mount Pleasant, Sc | 3 | 1 | 1 | 0 | 33% | |||
| D••• D••••••• • C•• independent RIA | Los Angeles, Ca | 2 | 0 | 1 | -1 | 50% | 1 | ||
| D••• D••••••• • C•• independent RIA | Gig Harbor, Wa | 2 | 0 | 1 | -1 | 50% | |||
| D••• D••••••• • C•• independent RIA | Bozeman, Mt | 33 | 3 | 0 | +3 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Denver, Co | 28 | 4 | 0 | +4 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Spokane, Wa | 21 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Lincoln, Ne | 20 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Missoula, Mt | 18 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Roseville, Ca | 18 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Lake Oswego, Or | 17 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Helena, Mt | 16 | 2 | 0 | +2 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Medford, Or | 15 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Coeur Dalene, Id | 14 | 3 | 0 | +3 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Claremont, Ca | 13 | 2 | 0 | +2 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Salt Lake City, Ut | 13 | 4 | 0 | +4 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Wenatchee, Wa | 10 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Carlsbad, Ca | 10 | 2 | 0 | +2 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Everett, Wa | 9 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Billings, Mt | 8 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Roseburg, Or | 8 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Sandpoint, Id | 8 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Wilmington, Nc | 8 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Encino, Ca | 7 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Vancouver, Wa | 7 | 2 | 0 | +2 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Newport Beach, Ca | 6 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Burlington, Wa | 6 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Bellingham, Wa | 6 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Plano, Tx | 6 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Port Angeles, Wa | 6 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Portland, Or | 6 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Scottsdale, Az | 6 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Hamilton, Mt | 5 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Butte, Mt | 5 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Lewiston, Id | 5 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Kennewick, Wa | 5 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Harrisonburg, Va | 5 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Grand Junction, Co | 5 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Winchester, Va | 5 | 5 | 0 | +5 | 0.0% | 1 | ||
| D••• D••••••• • C•• independent RIA | Lexington, Sc | 4 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Klamath Falls, Or | 4 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Walla Walla, Wa | 4 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Ventura, Ca | 4 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Eagle, Id | 4 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Winston Salem, Nc | 4 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Twin Falls, Id | 4 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Pocatello, Id | 4 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Palm Desert, Ca | 4 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Richmond, Va | 4 | 0 | 0 | 0 | 0.0% |
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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.