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.
20 offices match
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP independent RIA | Austin, Tx | 14 | 2 | 1 | +1 | 7.1% | |||
| MISSION WEALTH MANAGEMENT, LP independent RIA | Dedham, Ma | 3 | 0 | 1 | -1 | 33% | |||
| MISSION WEALTH MANAGEMENT, LP independent RIA | Santa Barbara, Ca · principal | 68 | 15 | 0 | +15 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Houston, Tx | 8 | 4 | 0 | +4 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Los Angeles, Ca | 6 | 3 | 0 | +3 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Walnut Creek, Ca | 6 | 1 | 0 | +1 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Denver, Co | 5 | 0 | 0 | 0 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Lisle, Il | 5 | 2 | 0 | +2 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Scottsdale, Az | 5 | 1 | 0 | +1 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | San Diego, Ca | 4 | 0 | 0 | 0 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | New York, Ny | 3 | 0 | 0 | 0 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Gig Harbor, Wa | 3 | 1 | 0 | +1 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Greensboro, Nc | 3 | 1 | 0 | +1 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Raleigh, Nc | 2 | 1 | 0 | +1 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Seattle, Wa | 2 | 1 | 0 | +1 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Eden Prairie, Mn | 2 | 0 | 0 | 0 | 0.0% | 1 | ||
| M•••••• W••••• M••••••••• L• independent RIA | Washington, Dc | 2 | 2 | 0 | +2 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Frisco, Co | 2 | 2 | 0 | +2 | 0.0% | 1 | ||
| M•••••• W••••• M••••••••• L• independent RIA | Boulder, Co | 2 | 2 | 0 | +2 | 0.0% | 1 | ||
| M•••••• W••••• M••••••••• L• independent RIA | Bellevue, Wa | 2 | 2 | 0 | +2 | 0.0% | 1 |
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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.