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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS wirehouse | Gilbert, Az | 34 | 2 | 0 | +2 | 0.0% | |||
| UBS FINANCIAL SERVICES INC. wirehouse | St Petersburg, Fl | 34 | 0 | 0 | 0 | 0.0% | |||
| MORGAN STANLEY wirehouse | Winstonsalem, Nc | 34 | 2 | 0 | +2 | 0.0% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Colorado Springs, Co | 34 | 16 | 0 | +16 | 0.0% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Needham, Ma | 34 | 3 | 0 | +3 | 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% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Grand Rapids, Mi | 34 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Columbia, Md | 34 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Wentzville, Mo | 34 | 4 | 0 | +4 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Holbrook, Ny | 33 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Sarasota, Fl | 33 | 3 | 0 | +3 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Bozeman, Mt | 33 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | De Pere, Wi | 33 | 1 | 0 | +1 | 0.0% | |||
| K••••••• F•••••••• G••••• L•• independent RIA | Lexington, Ky · principal | 33 | 4 | 0 | +4 | 0.0% | |||
| E••••• J•••• national BD | Fargo, Nd | 33 | 2 | 0 | +2 | 0.0% | |||
| C••••••• institutional | Brentwood, Tn | 33 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Princeton, Nj | 33 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Rancho Santa Fe, Ca | 33 | 3 | 0 | +3 | 0.0% | |||
| M••••• S•••••• wirehouse | Palm Desert, Ca | 33 | 0 | 0 | 0 | 0.0% | |||
| M•• A•••••••• L•• independent RIA | Lexington, Ky · principal | 33 | 15 | 0 | +15 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Ridgefield, Ct | 33 | 1 | 0 | +1 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Boulder, Co | 33 | 1 | 0 | +1 | 0.0% | |||
| A••••••• C•••••• M••••••••• L•• independent RIA | Des Moines, Ia · principal | 33 | 13 | 0 | +13 | 0.0% | |||
| O••••••••• • C•• I••• BD affiliated | Bellevue, Wa | 33 | 6 | 0 | +6 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Mclean, Va | 33 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Tucson, Az | 33 | 5 | 0 | +5 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Lisle, Il | 33 | 6 | 0 | +6 | 0.0% | |||
| P••••••• A••••••••• L••• mixed wealth | New York, Ny · principal | 33 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Roanoke, Va | 33 | 2 | 0 | +2 | 0.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Port Jefferson, Ny | 33 | 6 | 0 | +6 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Folsom, Ca | 33 | 4 | 0 | +4 | 0.0% | 1 | ||
| T••••••••• F•••••••• S•••••••• L•• independent RIA | Brentwood, Tn · principal | 33 | 1 | 0 | +1 | 0.0% | |||
| A•••• C•••••• C•••• BD affiliated | Melville, Ny | 33 | 9 | 0 | +9 | 0.0% | |||
| K••• P••••• L•• independent RIA | Huntsville, Al · principal | 33 | 1 | 0 | +1 | 0.0% | |||
| I••••••• A••••••• S•••••••• L•• mixed wealth | Coral Gables, Fl | 33 | 7 | 0 | +7 | 0.0% | |||
| C•••••• independent RIA | Seattle, Wa | 33 | 5 | 0 | +5 | 0.0% | |||
| B•• F•••••••• A••••••• BD affiliated | Plano, Tx | 33 | 5 | 0 | +5 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Egg Harbor Township, Nj | 33 | 3 | 0 | +3 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Green Bay, Wi | 33 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Birmingham, Al | 33 | 2 | 0 | +2 | 0.0% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Bend, Or | 33 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Cranston, Ri | 33 | 6 | 0 | +6 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Clearwater, Fl | 33 | 3 | 0 | +3 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Pittsburgh, Pa | 33 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Greenville, Sc | 33 | 6 | 0 | +6 | 0.0% | |||
| E••••• J•••• national BD | Knoxville, Tn | 32 | 3 | 0 | +3 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Green Bay, Wi | 32 | 5 | 0 | +5 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Louisville, Ky | 32 | 0 | 0 | 0 | 0.0% | |||
| B••••• W••••• independent RIA | Eden Prairie, Mn · principal | 32 | 6 | 0 | +6 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Naperville, Il | 32 | 5 | 0 | +5 | 0.0% | 1 | ||
| G••••• G••••• H••• • C•• L•• independent RIA | New York, Ny · principal | 32 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Ann Arbor, Mi | 32 | 4 | 0 | +4 | 0.0% | 1 | ||
| M••••• S•••••• wirehouse | Tacoma, Wa | 32 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Germantown, Tn | 32 | 10 | 0 | +10 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Knoxville, Tn | 32 | 3 | 0 | +3 | 0.0% | |||
| P•••••••• A••••••• national BD | Jacksonville, Fl | 32 | 9 | 0 | +9 | 0.0% | |||
| S•• W••••• M••••••••• L•• independent RIA | Plymouth, Ma · principal | 32 | 4 | 0 | +4 | 0.0% | |||
| T••• N•••• A•••••••• L•• independent RIA | Dallas, Tx · principal | 32 | 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.