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 out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| U.S. BANCORP ADVISORS, LLC BD affiliated | San Diego, Ca | 26 | 22 | 3 | +19 | 12% | |||
| U.S. BANCORP ADVISORS, LLC BD affiliated | Saint Paul, Mn · principal | 145 | 125 | 2 | +123 | 1.4% | |||
| U.S. BANCORP ADVISORS, LLC BD affiliated | Glendale, Ca | 21 | 6 | 2 | +4 | 9.5% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Gilbert, Az | 2 | 1 | 2 | -1 | 100% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Tempe, Az | 21 | 13 | 1 | +12 | 4.8% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Denver, Co | 18 | 18 | 1 | +17 | 5.6% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Gresham, Or | 17 | 17 | 1 | +16 | 5.9% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Torrance, Ca | 6 | 4 | 1 | +3 | 17% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Hopkins, Mn | 5 | 5 | 1 | +4 | 20% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Nashville, Tn | 5 | 5 | 1 | +4 | 20% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Colorado Springs, Co | 4 | 4 | 1 | +3 | 25% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Billings, Mt | 2 | 2 | 1 | +1 | 50% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Sioux Falls, Sd | 2 | 2 | 1 | +1 | 50% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Ames, Ia | 2 | 2 | 1 | +1 | 50% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Cincinnati, Oh | 40 | 40 | 0 | +40 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Minneapolis, Mn | 34 | 29 | 0 | +29 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Portland, Or | 23 | 23 | 0 | +23 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Seattle, Wa | 22 | 19 | 0 | +19 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Milwaukee, Wi | 20 | 20 | 0 | +20 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Chicago, Il | 19 | 19 | 0 | +19 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Los Angeles, Ca | 17 | 10 | 0 | +10 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Irvine, Ca | 17 | 12 | 0 | +12 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | San Francisco, Ca | 15 | 11 | 0 | +11 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Madison, Wi | 13 | 13 | 0 | +13 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Saint Louis, Mo | 13 | 12 | 0 | +12 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Vancouver, Wa | 13 | 13 | 0 | +13 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Beverly Hills, Ca | 13 | 8 | 0 | +8 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Omaha, Ne | 11 | 11 | 0 | +11 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Phoenix, Az | 11 | 10 | 0 | +10 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Charlotte, Nc | 10 | 10 | 0 | +10 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | San Jose, Ca | 10 | 10 | 0 | +10 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Brea, Ca | 10 | 3 | 0 | +3 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Columbus, Oh | 9 | 9 | 0 | +9 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Bellevue, Wa | 9 | 9 | 0 | +9 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Sacramento, Ca | 9 | 8 | 0 | +8 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Boise, Id | 8 | 8 | 0 | +8 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Scottsdale, Az | 7 | 5 | 0 | +5 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Brookfield, Wi | 7 | 7 | 0 | +7 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Las Vegas, Nv | 7 | 7 | 0 | +7 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Chesterfield, Mo | 7 | 7 | 0 | +7 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Fullerton, Ca | 7 | 5 | 0 | +5 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | St Louis, Mo | 7 | 7 | 0 | +7 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Kansas City, Mo | 7 | 7 | 0 | +7 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Edina, Mn | 6 | 6 | 0 | +6 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Woodland Hills, Ca | 6 | 4 | 0 | +4 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Bowling Green, Ky | 6 | 6 | 0 | +6 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Sioux City, Ia | 6 | 6 | 0 | +6 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | New York, Ny | 6 | 6 | 0 | +6 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | White Bear Lake, Mn | 6 | 6 | 0 | +6 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Stillwater, Mn | 6 | 6 | 0 | +6 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Pleasanton, Ca | 6 | 6 | 0 | +6 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Tustin, Ca | 6 | 0 | 0 | 0 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Newport Beach, Ca | 6 | 5 | 0 | +5 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Spokane, Wa | 6 | 6 | 0 | +6 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Brentwood, Tn | 6 | 6 | 0 | +6 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Gig Harbor, Wa | 6 | 6 | 0 | +6 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Walnut Creek, Ca | 6 | 4 | 0 | +4 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Long Beach, Ca | 5 | 5 | 0 | +5 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Santa Monica, Ca | 5 | 2 | 0 | +2 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Santa Barbara, Ca | 5 | 3 | 0 | +3 | 0.0% |
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.