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 in
MODERN WEALTH MANAGEMENT, LLC independent RIA	Kansas City, Mo · principal	157	60	3	+57	1.9%
MODERN WEALTH MANAGEMENT, LLC independent RIA	Knoxville, Tn	3	0	1	-1	33%
MODERN WEALTH MANAGEMENT, LLC independent RIA	Mesa, Az	29	6	0	+6	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Rochester, Ny	13	5	0	+5	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Boise, Id	11	4	0	+4	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Clearwater, Fl	9	9	0	+9	0.0%	1
M••••• W••••• M••••••••• L•• independent RIA	Lenexa, Ks	8	4	0	+4	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Plantation, Fl	7	7	0	+7	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Denver, Co	6	6	0	+6	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Troy, Mi	5	1	0	+1	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Campbell, Ca	5	0	0	0	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Orland Park, Il	4	0	0	0	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Jacksonville, Fl	3	3	0	+3	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Calabasas, Ca	3	1	0	+1	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Glidden, Ia	3	1	0	+1	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Lees Summit, Mo	3	0	0	0	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Auburn, Ca	2	2	0	+2	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Chester Springs, Pa	2	1	0	+1	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Chapel Hill, Nc	2	0	0	0	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Monterey, Ca	2	1	0	+1	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Mooresville, In	2	0	0	0	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Reston, Va	2	1	0	+1	0.0%
M••••• W••••• M••••••••• L•• independent RIA	Saginaw, Mi	2	0	0	0	0.0%
M••••• W••••• M••••••••• L•• independent RIA	El Segundo, Ca	2	0	0	0	0.0%	1

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24 offices match.

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.