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
THE PATRIOT FINANCIAL GROUP, LLC independent RIA	Walpole, Ma · principal	33	3	1	+2	3.0%
THE PATRIOT FINANCIAL GROUP, LLC independent RIA	Omaha, Ne	7	1	0	+1	0.0%
THE PATRIOT FINANCIAL GROUP, LLC independent RIA	Lincoln, Ne	7	1	0	+1	0.0%
T•• P•••••• F•••••••• G••••• L•• independent RIA	Shrewsbury, Ma	4	0	0	0	0.0%
T•• P•••••• F•••••••• G••••• L•• independent RIA	Worcester, Ma	3	0	0	0	0.0%
T•• P•••••• F•••••••• G••••• L•• independent RIA	Gloucester, Ma	3	0	0	0	0.0%
T•• P•••••• F•••••••• G••••• L•• independent RIA	Salem, Ny	2	0	0	0	0.0%
T•• P•••••• F•••••••• G••••• L•• independent RIA	Albany, Ny	2	0	0	0	0.0%
T•• P•••••• F•••••••• G••••• L•• independent RIA	Bristol, Ct	2	0	0	0	0.0%
T•• P•••••• F•••••••• G••••• L•• independent RIA	Clifton Park, Ny	2	0	0	0	0.0%
T•• P•••••• F•••••••• G••••• L•• independent RIA	Guilford, Ct	2	1	0	+1	0.0%
T•• P•••••• F•••••••• G••••• L•• independent RIA	Ipswich, Ma	2	0	0	0	0.0%
T•• P•••••• F•••••••• G••••• L•• independent RIA	Middleton, Ma	2	0	0	0	0.0%
T•• P•••••• F•••••••• G••••• L•• independent RIA	West Hartford, Ct	2	0	0	0	0.0%
T•• P•••••• F•••••••• G••••• L•• independent RIA	Westborough, Ma	2	0	0	0	0.0%

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15 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.