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 |
|---|---|---|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC BD affiliated | Colorado Springs, Co | 39 | 1 | 0 | +1 | 0.0% | |||
| EDWARD JONES national BD | Eugene, Or | 39 | 4 | 0 | +4 | 0.0% | |||
| STRATEGIC ADVISERS LLC national BD | Vancouver, Wa | 39 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Oklahoma City, Ok | 39 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Uniondale, Ny | 39 | 4 | 0 | +4 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Philadelphia, Pa | 39 | 6 | 0 | +6 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Baltimore, Md | 39 | 1 | 0 | +1 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Purchase, Ny | 39 | 5 | 0 | +5 | 0.0% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Vero Beach, Fl | 39 | 3 | 0 | +3 | 0.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Chesterfield, Mo | 39 | 7 | 0 | +7 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Frisco, Tx | 39 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Clifton Park, Ny | 39 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | S••••Town, Ny | 39 | 0 | 0 | 0 | 0.0% | |||
| C••••••• S••••••••• I••• BD affiliated | Alliance, Oh | 39 | 5 | 0 | +5 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Boise, Id | 39 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Toledo, Oh | 39 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Toledo, Oh | 39 | 5 | 0 | +5 | 0.0% | |||
| I••••••••• W••••• C••••••• L•• independent RIA | San Diego, Ca | 39 | 7 | 0 | +7 | 0.0% | |||
| C•••••• independent RIA | Houston, Tx | 39 | 5 | 0 | +5 | 0.0% | |||
| P•••••••• A••••••• national BD | San Antonio, Tx | 39 | 7 | 0 | +7 | 0.0% | |||
| C••••••••• W••••• M••••••••• independent RIA | Portland, Or | 39 | 12 | 0 | +12 | 0.0% | |||
| M••••• S•••••• wirehouse | Boise, Id | 39 | 2 | 0 | +2 | 0.0% | |||
| V••• F•••••••• A•••••••• I••• BD affiliated | Redlands, Ca | 39 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Westlake, Oh | 38 | 2 | 0 | +2 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Tampa, Fl | 38 | 5 | 0 | +5 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Columbia, Sc | 38 | 3 | 0 | +3 | 0.0% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Saratoga Springs, Ny | 38 | 3 | 0 | +3 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Brookfield, Wi | 38 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Crystal Lake, Il | 38 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Westwood, Ma | 38 | 2 | 0 | +2 | 0.0% | |||
| G••••• K••••••• W••••• • I••••••••• M••••••••• independent RIA | Santa Monica, Ca · principal | 38 | 3 | 0 | +3 | 0.0% | |||
| I•• C••••••• L•• independent RIA | San Francisco, Ca | 38 | 25 | 0 | +25 | 0.0% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Needham, Ma | 38 | 6 | 0 | +6 | 0.0% | |||
| C••••• P••••••• L•• independent RIA | San Francisco, Ca | 38 | 6 | 0 | +6 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Layton, Ut | 38 | 4 | 0 | +4 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Vienna, Va | 38 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Winter Park, Fl | 38 | 2 | 0 | +2 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Charlotte, Nc | 38 | 6 | 0 | +6 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Philadelphia, Pa | 38 | 7 | 0 | +7 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Madison West, Wi | 38 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lisle, Il | 38 | 2 | 0 | +2 | 0.0% | |||
| H••••• W••••• independent RIA | Orlando, Fl · principal | 38 | 9 | 0 | +9 | 0.0% | |||
| D••••••••• F••• A••••••• L• asset manager | Charlotte, Nc | 38 | 0 | 0 | 0 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Williamsville, Ny | 38 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Alpharetta, Ga | 38 | 6 | 0 | +6 | 0.0% | 1 | ||
| M•••••• W••••• M••••••••• independent RIA | Brooklyn, Ny · principal | 38 | 17 | 0 | +17 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Ponte Vedra Beach, Fl | 38 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• national BD | Burbank, Ca | 38 | 5 | 0 | +5 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Milwaukee, Wi | 38 | 8 | 0 | +8 | 0.0% | |||
| M••••• S•••••• wirehouse | Santa Cruz, Ca | 37 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Portsmouth, Nh | 37 | 2 | 0 | +2 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | San Jose, Ca | 37 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Greenwich, Ct | 37 | 8 | 0 | +8 | 0.0% | 1 | ||
| R••••••••• C•••••• M••••••••• BD affiliated | Ny, Ny | 37 | 27 | 0 | +27 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Arlington, Tx | 37 | 6 | 0 | +6 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Cleveland, Oh | 37 | 8 | 0 | +8 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Ann Arbor, Mi | 37 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Albuquerque, Nm | 37 | 1 | 0 | +1 | 0.0% | |||
| R••••••••• A•• W••••• A• A••••••• L•• institutional | Wayne, Pa · principal | 37 | 14 | 0 | +14 | 0.0% | |||
| H••••• • C••• L•• other | West Conshohocken, Pa · principal | 37 | 2 | 0 | +2 | 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.