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.
39 offices match
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC independent RIA | Cleveland, Oh · principal | 89 | 10 | 4 | +6 | 4.5% | |||
| MAI CAPITAL MANAGEMENT, LLC independent RIA | Los Angeles, Ca | 37 | 36 | 2 | +34 | 5.4% | 1 | 1 | |
| MAI CAPITAL MANAGEMENT, LLC independent RIA | New York, Ny | 10 | 4 | 1 | +3 | 10% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Charlotte, Nc | 9 | 3 | 1 | +2 | 11% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Newport Beach, Ca | 7 | 2 | 1 | +1 | 14% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Ashburn, Va | 5 | 0 | 1 | -1 | 20% | |||
| M•• C•••••• M••••••••• L•• independent RIA | St Louis, Mo | 5 | 0 | 1 | -1 | 20% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Cincinnati, Oh | 25 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Ponte Vedra Beach, Fl | 11 | 1 | 0 | +1 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Dallas, Tx | 7 | 5 | 0 | +5 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Columbus, Oh | 7 | 5 | 0 | +5 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Naples, Fl | 6 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Columbia, Md | 6 | 6 | 0 | +6 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Little Rock, Ar | 6 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | San Ramon, Ca | 5 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Marriottsville, Md | 5 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | New Castle, Pa | 5 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Boulder, Co | 4 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Ellicott City, Md | 4 | 4 | 0 | +4 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Gaithersburg, Md | 4 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Lafayette, Ca | 4 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Berwyn, Pa | 4 | 1 | 0 | +1 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Bannockburn, Il | 4 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Leesburg, Va | 3 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Hurricane, Wv | 3 | 3 | 0 | +3 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Atlanta, Ga | 3 | 3 | 0 | +3 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | North Canton, Oh | 3 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Reston, Va | 3 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Santa Rosa, Ca | 3 | 1 | 0 | +1 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Bethesda, Md | 3 | 1 | 0 | +1 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Houston, Tx | 2 | 1 | 0 | +1 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Chico, Ca | 2 | 2 | 0 | +2 | 0.0% | 1 | ||
| M•• C•••••• M••••••••• L•• independent RIA | Fayetteville, Ar | 2 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Jupiter, Fl | 2 | 2 | 0 | +2 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Madison, Ct | 2 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Scottsdale, Az | 2 | 1 | 0 | +1 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | San Mateo, Ca | 2 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Basking Ridge, Nj | 2 | 0 | 0 | 0 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Spring Hill, Tn | 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.