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.
22,757 offices
Offices with 5 or more advisors. Set an Advisors range to see smaller ones.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED mixed wealth | Cleveland, Oh | 45 | 4 | 0 | +4 | 0.0% | |||
| RBC CAPITAL MARKETS, LLC national BD | Boca Raton, Fl | 45 | 2 | 0 | +2 | 0.0% | |||
| STRATEGIC ADVISERS LLC national BD | Portland, Or | 45 | 4 | 0 | +4 | 0.0% | |||
| N•••••• W••••• M••••••••• independent RIA | Green Bay, Wi · principal | 45 | 13 | 0 | +13 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Knoxville, Tn | 44 | 5 | 0 | +5 | 0.0% | 1 | ||
| R•• C•••••• M••••••• L•• national BD | Chevy Chase, Md | 44 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Alexandria, Va | 44 | 4 | 0 | +4 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Hemet, Ca | 44 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Tucson, Az | 44 | 4 | 0 | +4 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Chattanooga, Tn | 44 | 0 | 0 | 0 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Portland, Me | 44 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Colorado Springs, Co | 44 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Deer Park, Il | 44 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Friendswood, Tx | 44 | 3 | 0 | +3 | 0.0% | |||
| T•• W••••• A•••••••• I••• independent RIA | Tucson, Az · principal | 44 | 8 | 0 | +8 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Towson, Md | 44 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Florence, Ky | 44 | 6 | 0 | +6 | 0.0% | |||
| M••••• S•••••• wirehouse | Syracuse, Ny | 44 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Manchester, Nh | 44 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Lisle, Il | 44 | 3 | 0 | +3 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Walnut Creek, Ca | 44 | 7 | 0 | +7 | 0.0% | |||
| G•• S••••••••• I••• BD affiliated | Wayne, Pa | 44 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Herriman, Ut | 44 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | West Hartford, Ct | 44 | 9 | 0 | +9 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Garden City, Ny | 44 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Hauppauge, Ny | 44 | 3 | 0 | +3 | 0.0% | |||
| H•••••• H••••••• independent RIA | Long Beach, Ca · principal | 43 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Roseville, Ca | 43 | 1 | 0 | +1 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Hunt Valley, Md | 43 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Eagle Mountain, Ut | 43 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Greenwood Village, Co | 43 | 3 | 0 | +3 | 0.0% | |||
| N••• F•••••• I••••••••• S•••••••• L•• BD affiliated | Pensacola, Fl | 43 | 6 | 0 | +6 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Palm Beach Gardens, Fl | 43 | 8 | 0 | +8 | 0.0% | 2 | ||
| C•••••• S••••• • C••• I••• national BD | Bellevue, Wa | 43 | 4 | 0 | +4 | 0.0% | |||
| M••••• S•••••• wirehouse | Berwyn, Pa | 43 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Canton, Ga | 43 | 3 | 0 | +3 | 0.0% | |||
| G••••••••• I••••••••• asset manager | New York, Ny · principal | 43 | 5 | 0 | +5 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Midlothian, Va | 43 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Orlando, Fl | 43 | 4 | 0 | +4 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Syracuse, Ny | 43 | 9 | 0 | +9 | 0.0% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Santa Monica, Ca | 43 | 2 | 0 | +2 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Colorado Springs, Co | 43 | 9 | 0 | +9 | 0.0% | |||
| G••••• S•••• W••••• M••••••••• L•• independent RIA | Powell, Wy · principal | 43 | 6 | 0 | +6 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Minnetonka, Mn | 42 | 6 | 0 | +6 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | San Francisco, Ca | 42 | 4 | 0 | +4 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Riverside, Ca | 42 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Naperville, Il | 42 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Clearwater, Fl | 42 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | San Luis Obispo, Ca | 42 | 5 | 0 | +5 | 0.0% | |||
| M••••• S•••••• wirehouse | Blue Bell, Pa | 42 | 5 | 0 | +5 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Morristown, Nj | 42 | 5 | 0 | +5 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Naperville, Il | 42 | 4 | 0 | +4 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Bradenton, Fl | 42 | 10 | 0 | +10 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Little Rock, Ar | 42 | 8 | 0 | +8 | 0.0% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Louisville, Ky | 42 | 3 | 0 | +3 | 0.0% | |||
| S••• A••••••• S••••••• L•• C• mixed wealth | Austin, Tx · principal | 42 | 2 | 0 | +2 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Brooklyn, Ny | 42 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Ny, Ny | 42 | 7 | 0 | +7 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Bridgewater, Nj | 42 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Hingham, Ma | 42 | 7 | 0 | +7 | 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.