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.
82 offices match
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC institutional | San Rafael, Ca · principal | 484 | 92 | 18 | +74 | 3.7% | 4 | ||
| GLOBAL RETIREMENT PARTNERS LLC institutional | Cleveland, Oh | 13 | 1 | 1 | 0 | 7.7% | |||
| GLOBAL RETIREMENT PARTNERS LLC institutional | Fort Lauderdale, Fl | 11 | 1 | 1 | 0 | 9.1% | |||
| G••••• R••••••••• P••••••• L•• institutional | Walnut Creek, Ca | 6 | 1 | 1 | 0 | 17% | |||
| G••••• R••••••••• P••••••• L•• institutional | Boston, Ma | 18 | 7 | 0 | +7 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Mclean, Va | 14 | 2 | 0 | +2 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Blue Bell, Pa | 11 | 1 | 0 | +1 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Denver, Co | 11 | 2 | 0 | +2 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Northbrook, Il | 10 | 1 | 0 | +1 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Pasadena, Ca | 10 | 6 | 0 | +6 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Sandy, Ut | 9 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Scottsdale, Az | 9 | 2 | 0 | +2 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | West Chester, Pa | 9 | 9 | 0 | +9 | 0.0% | 1 | ||
| G••••• R••••••••• P••••••• L•• institutional | Wayne, Pa | 8 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Indianapolis, In | 8 | 2 | 0 | +2 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Bethesda, Md | 8 | 1 | 0 | +1 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Wilmington, Ma | 8 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Columbia, Sc | 7 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Allentown, Pa | 7 | 7 | 0 | +7 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Rockville, Md | 7 | 3 | 0 | +3 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Charlotte, Nc | 7 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Long Beach, Ca | 6 | 1 | 0 | +1 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Salt Lake City, Ut | 6 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Carlsbad, Ca | 6 | 1 | 0 | +1 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Lisle, Il | 6 | 1 | 0 | +1 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Hunt Valley, Md | 6 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Pittsburgh, Pa | 6 | 2 | 0 | +2 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | South Portland, Me | 6 | 6 | 0 | +6 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Grand Junction, Co | 5 | 1 | 0 | +1 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Nashville, Tn | 5 | 1 | 0 | +1 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Horsham, Pa | 5 | 4 | 0 | +4 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Newport Beach, Ca | 4 | 1 | 0 | +1 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Baltimore, Md | 4 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Moon Township, Pa | 4 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Latham, Ny | 4 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Edina, Mn | 4 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Fort Worth, Tx | 4 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | South Salt Lake, Ut | 4 | 1 | 0 | +1 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Sparks, Md | 4 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | St Petersburg, Fl | 4 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Wauwatosa, Wi | 4 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Spokane, Wa | 4 | 1 | 0 | +1 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Irvine, Ca | 4 | 4 | 0 | +4 | 0.0% | 1 | ||
| G••••• R••••••••• P••••••• L•• institutional | University Place, Wa | 3 | 3 | 0 | +3 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Barrington, Ri | 3 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Houston, Tx | 3 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Glendale, Ca | 3 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Bothell, Wa | 3 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Forth Worth, Tx | 3 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Lexington, Ma | 3 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Mercer Island, Wa | 3 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Milwaukee, Wi | 3 | 1 | 0 | +1 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Needham, Ma | 3 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Sacramento, Ca | 3 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Cincinnati, Oh | 3 | 1 | 0 | +1 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Pepper Pike, Oh | 2 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Boca Raton, Fl | 2 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Redwood City, Ca | 2 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Attleboro, Ma | 2 | 0 | 0 | 0 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Santa Barbara, Ca | 2 | 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.