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 |
|---|---|---|---|---|---|---|---|---|---|
| FORVIS MAZARS WEALTH ADVISORS, LLC independent RIA | Springfield, Mo · principal | 82 | 9 | 4 | +5 | 4.9% | |||
| FORVIS MAZARS WEALTH ADVISORS, LLC independent RIA | Wichita, Ks | 4 | 2 | 1 | +1 | 25% | |||
| FORVIS MAZARS WEALTH ADVISORS, LLC independent RIA | Raleigh, Nc | 3 | 0 | 1 | -1 | 33% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Asheville, Nc | 3 | 0 | 1 | -1 | 33% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Tempe, Az | 2 | 0 | 1 | -1 | 50% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Kansas City, Mo | 12 | 3 | 0 | +3 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Indianapolis, In | 9 | 1 | 0 | +1 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Charlotte, Nc | 7 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Little Rock, Ar | 7 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Greensboro, Nc | 5 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Joplin, Mo | 5 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Chicago, Il | 5 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Fort Wayne, In | 5 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Oakbrook Terrace, Il | 5 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Dallas, Tx | 4 | 1 | 0 | +1 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Jacksonville, Fl | 4 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Houston, Tx | 4 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Denver, Co | 4 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | St Louis, Mo | 4 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Branson, Mo | 4 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Tulsa, Ok | 3 | 1 | 0 | +1 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Austin, Tx | 3 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Charleston, Sc | 3 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Cincinnati, Oh | 3 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Fort Worth, Tx | 3 | 1 | 0 | +1 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Iselin, Nj | 3 | 2 | 0 | +2 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Jackson, Ms | 3 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Lincoln, Ne | 3 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Norfolk, Va | 3 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Richmond, Va | 3 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | San Antonio, Tx | 3 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Summerville, Sc | 3 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Tysons, Va | 3 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Woodbury, Ny | 3 | 1 | 0 | +1 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Oklahoma City, Ok | 3 | 1 | 0 | +1 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Greenville, Sc | 2 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Omaha, Ne | 2 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Evansville, In | 2 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Bowling Green, Ky | 2 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Salt Lake City, Ut | 2 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | West Des Moines, Ia | 2 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Enid, Ok | 2 | 1 | 0 | +1 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Atlanta, Ga | 2 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Decatur, Il | 2 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Memphis, Tn | 2 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Madison, Wi | 2 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Hendersonville, Nc | 2 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Nashville, Tn | 2 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | New York City, Ny | 2 | 2 | 0 | +2 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | New York, Ny | 2 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Colorado Springs, Co | 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.