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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Clearwater, Fl | 42 | 2 | 0 | +2 | 0.0% | |||
| HB WEALTH independent RIA | Towson, Md | 41 | 9 | 0 | +9 | 0.0% | |||
| ARKADIOS WEALTH ADVISORS BD affiliated | Atlanta, Ga · principal | 41 | 6 | 0 | +6 | 0.0% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Nashville, Tn | 41 | 4 | 0 | +4 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Edina, Mn | 41 | 5 | 0 | +5 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Bloomington, Il · principal | 41 | 5 | 0 | +5 | 0.0% | |||
| A••••••• S•••••••• G•••• independent RIA | Plymouth, Mn · principal | 41 | 41 | 0 | +41 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Marlton, Nj | 41 | 4 | 0 | +4 | 0.0% | |||
| W•••••• W••••• M••••••••• L•• independent RIA | Golden, Co · principal | 41 | 11 | 0 | +11 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Long Beach, Ca | 41 | 2 | 0 | +2 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Morristown, Nj | 41 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Allentown, Pa | 41 | 5 | 0 | +5 | 0.0% | |||
| W••••••••• A••••••• L•• BD affiliated | Palo Alto, Ca · principal | 41 | 9 | 0 | +9 | 0.0% | |||
| E••••• J•••• national BD | Kansas City, Mo | 41 | 5 | 0 | +5 | 0.0% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Boca Raton, Fl | 41 | 5 | 0 | +5 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Alpharetta, Ga | 41 | 9 | 0 | +9 | 0.0% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Chandler, Az | 41 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Miami, Fl | 41 | 3 | 0 | +3 | 0.0% | |||
| C••••••••• I••••••••• L•• mixed wealth | New York, Ny · principal | 41 | 2 | 0 | +2 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Buffalo, Ny | 41 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Shrewsbury, Nj | 41 | 2 | 0 | +2 | 0.0% | |||
| C••• S••••• P••••••• BD affiliated | Richmond, Va · principal | 41 | 23 | 0 | +23 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Cedar Rapids, Ia | 41 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Collegeville, Pa | 41 | 7 | 0 | +7 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Edina, Mn | 41 | 9 | 0 | +9 | 0.0% | |||
| M••••• G••••• A••••••• I••• independent RIA | Atlanta, Ga | 41 | 10 | 0 | +10 | 0.0% | |||
| M••••• S•••••• wirehouse | Wichita, Ks | 40 | 6 | 0 | +6 | 0.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Redmond, Wa | 40 | 5 | 0 | +5 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Orland Park, Il | 40 | 4 | 0 | +4 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Grand Rapids, Mi | 40 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Justin, Tx | 40 | 2 | 0 | +2 | 0.0% | |||
| I•• I••••••••• A•••••••• L•• mixed wealth | San Diego, Ca · principal | 40 | 3 | 0 | +3 | 0.0% | |||
| M•••• • C••••• I•• BD affiliated | Boston, Ma · principal | 40 | 8 | 0 | +8 | 0.0% | |||
| M••••• S•••••• wirehouse | Peoria, Il | 40 | 2 | 0 | +2 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Cincinnati, Oh | 40 | 40 | 0 | +40 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Oakdale, Mn | 40 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Macon, Ga | 40 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Old Greenwich, Ct | 40 | 14 | 0 | +14 | 0.0% | |||
| W•••••• A••••••• L• asset manager | Salt Lake City, Ut · principal | 40 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Blue Bell, Pa | 40 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Villanova, Pa | 40 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Newport Beach, Ca | 40 | 6 | 0 | +6 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Amherst, Ny | 40 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Franklin, Tn | 40 | 4 | 0 | +4 | 0.0% | |||
| I••••••••• S••••• H•••••••• L•• independent RIA | King Of Prussia, Pa · principal | 40 | 6 | 0 | +6 | 0.0% | 2 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Garden City, Ny | 40 | 1 | 0 | +1 | 0.0% | |||
| V•• C•••••• W••••• M••••••••• L•• independent RIA | Minneapolis, Mn · principal | 40 | 21 | 0 | +21 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | San Mateo, Ca | 40 | 4 | 0 | +4 | 0.0% | |||
| C••••• P••••••• L•• independent RIA | Albany, Ny | 40 | 40 | 0 | +40 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Wayzata, Mn | 40 | 13 | 0 | +13 | 0.0% | 2 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Weston, Fl | 40 | 1 | 0 | +1 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Omaha, Ne | 40 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fairfax, Va | 40 | 3 | 0 | +3 | 0.0% | |||
| R•••••• W••••• independent RIA | Lansing, Mi · principal | 39 | 3 | 0 | +3 | 0.0% | |||
| C••••••• S••••••••• I••• BD affiliated | Alliance, Oh | 39 | 5 | 0 | +5 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Colorado Springs, Co | 39 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Berkeley, Ca | 39 | 4 | 0 | +4 | 0.0% | |||
| I••••••••• W••••• C••••••• L•• independent RIA | San Diego, Ca | 39 | 7 | 0 | +7 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | S••••Town, Ny | 39 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Clifton Park, Ny | 39 | 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.