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 | Saddle Brook, Nj | 35 | 1 | 0 | +1 | 0.0% | |||
| LPL FINANCIAL LLC BD affiliated | Tukwila, Wa | 35 | 5 | 0 | +5 | 0.0% | |||
| STATE FARM INVESTMENT MANAGEMENT CORP. asset manager | Austin, Tx | 35 | 6 | 0 | +6 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Newport Beach, Ca | 35 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Scarsdale, Ny | 35 | 4 | 0 | +4 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Cincinnati, Oh | 35 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Greenville, Nc | 35 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Midlothian, Va | 35 | 4 | 0 | +4 | 0.0% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Ny, Ny | 35 | 8 | 0 | +8 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Orange, Ca | 35 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Staten Island, Ny | 35 | 2 | 0 | +2 | 0.0% | |||
| S•••••• C•••••• L•• independent RIA | Indianapolis, In · principal | 35 | 9 | 0 | +9 | 0.0% | |||
| Q••••••• W••••• P•••••••• L•• independent RIA | Dallas, Tx · principal | 35 | 10 | 0 | +10 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | Melville, Ny | 35 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Fort Collins, Co | 35 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Mandeville, La | 35 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Lees Summit, Mo | 35 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• national BD | Hiawatha, Ia | 35 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Lakewood, Co | 35 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Danville, Ca | 35 | 5 | 0 | +5 | 0.0% | |||
| H•••••• J• S••• C•••••• M••••••••• I••• independent RIA | Fairfield, Ct · principal | 35 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Seattle, Wa | 35 | 8 | 0 | +8 | 0.0% | |||
| P•••••••• A••••••• national BD | Worthington, Oh | 35 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Fresno, Ca | 35 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Fort Wayne, In | 35 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Carmel, In | 35 | 6 | 0 | +6 | 0.0% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Plano, Tx | 35 | 5 | 0 | +5 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Lake Oswego, Or | 34 | 4 | 0 | +4 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Fort Lauderdale, Fl | 34 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Saint Johns, Fl | 34 | 2 | 0 | +2 | 0.0% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Chicago, Il | 34 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Westlake Village, Ca | 34 | 8 | 0 | +8 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Englewood, Co | 34 | 5 | 0 | +5 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Grand Rapids, Mi | 34 | 4 | 0 | +4 | 0.0% | |||
| M••••• S•••••• wirehouse | St Paul, Mn | 34 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | West Bend, Wi | 34 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Fort Lauderdale, Fl | 34 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Baton Rouge, La | 34 | 3 | 0 | +3 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Tysons Corner, Va | 34 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Raleigh, Nc | 34 | 6 | 0 | +6 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Springfield, Ma | 34 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Tigard, Or | 34 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Oakland, Ca | 34 | 2 | 0 | +2 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Paramus, Nj | 34 | 4 | 0 | +4 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Minneapolis, Mn | 34 | 29 | 0 | +29 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Reston, Va | 34 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Des Moines, Ia | 34 | 6 | 0 | +6 | 0.0% | |||
| M••••• S•••••• wirehouse | Oxnard, Ca | 34 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Mill Valley, Ca | 34 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Overland Park, Ks | 34 | 4 | 0 | +4 | 0.0% | |||
| E••••• J•••• national BD | Ofallon, Mo | 34 | 2 | 0 | +2 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Needham, Ma | 34 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Vancouver, Wa | 34 | 4 | 0 | +4 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Burnsville, Mn | 34 | 9 | 0 | +9 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | St Petersburg, Fl | 34 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Thousand Oaks, Ca | 34 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Glen Allen, Va | 34 | 1 | 0 | +1 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Los Angeles, Ca | 34 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Durham, Nc | 34 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Scottsdale, Az | 34 | 5 | 0 | +5 | 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.