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 |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC national BD | Greenville, Sc | 31 | 4 | 0 | +4 | 0.0% | |||
| HIGHTOWER ADVISORS, LLC BD affiliated | Houston, Tx | 31 | 3 | 0 | +3 | 0.0% | |||
| ROBERT W. BAIRD & CO. INCORPORATED mixed wealth | Fort Worth, Tx | 31 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Tucson, Az | 31 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Warrington, Pa | 31 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• national BD | Overland Park, Ks | 31 | 3 | 0 | +3 | 0.0% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Albany, Ny | 31 | 6 | 0 | +6 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Cedar Falls, Ia | 31 | 3 | 0 | +3 | 0.0% | |||
| D•••••••• • C•••••• L•• BD affiliated | Virginia Beach, Va | 31 | 0 | 0 | 0 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Appleton, Wi | 31 | 3 | 0 | +3 | 0.0% | |||
| V•••••• V•••••••• P••••••• L•• independent RIA | Sylvania, Oh · principal | 31 | 8 | 0 | +8 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Trophy Club, Tx | 31 | 2 | 0 | +2 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Lombard, Il | 31 | 7 | 0 | +7 | 0.0% | |||
| A••••••• P•••••••• I••• other | Boston, Ma · principal | 31 | 5 | 0 | +5 | 0.0% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Atlanta, Ga | 31 | 12 | 0 | +12 | 0.0% | |||
| R••••••••• W••••• L•• independent RIA | Oakbrook, Il · principal | 31 | 12 | 0 | +12 | 0.0% | |||
| E••••• J•••• national BD | Sarasota, Fl | 31 | 6 | 0 | +6 | 0.0% | |||
| M••••• S•••••• wirehouse | Rolling Hills Estates, Ca | 31 | 1 | 0 | +1 | 0.0% | |||
| A•••••• C•••••• M••••••••• I•• independent RIA | Southfield, Mi · principal | 31 | 3 | 0 | +3 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Louisville, Ky | 31 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Huntersville, Nc | 31 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• R••••••••• independent RIA | Aliso Viejo, Ca · principal | 31 | 8 | 0 | +8 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Towson, Md | 31 | 2 | 0 | +2 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Woodland Hills, Ca | 31 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Grand Rapids, Mi | 31 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Tacoma, Wa | 31 | 4 | 0 | +4 | 0.0% | |||
| I••••••••• W••••• N••••••• I••• independent RIA | Urbandale, Ia · principal | 31 | 7 | 0 | +7 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Walnut Creek, Ca | 31 | 7 | 0 | +7 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Chattanooga, Tn | 31 | 3 | 0 | +3 | 0.0% | |||
| W••••••••• F•••••••• A••••••• C••• independent RIA | Beavercreek, Oh · principal | 31 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Fairlawn, Oh | 31 | 6 | 0 | +6 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Portland, Or | 31 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Cleveland, Oh | 31 | 6 | 0 | +6 | 0.0% | |||
| L•• E••••••••• L•• BD affiliated | Camp Hill, Pa | 31 | 11 | 0 | +11 | 0.0% | |||
| A•••• • A••••••• G••••• P••••••• independent RIA | Boca Raton, Fl | 31 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Columbia, Md | 31 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Jacksonville Beach, Fl | 31 | 4 | 0 | +4 | 0.0% | |||
| V••• F•••••••• A•••••••• I••• BD affiliated | Metairie, La | 31 | 3 | 0 | +3 | 0.0% | |||
| J••••• C•••••• M••••••••• L•• independent RIA | Pittston, Pa · principal | 31 | 4 | 0 | +4 | 0.0% | |||
| C•••••• B••••• A••••••• independent RIA | Westport, Ct · principal | 31 | 19 | 0 | +19 | 0.0% | |||
| M••••• S•••••• wirehouse | Savannah, Ga | 31 | 1 | 0 | +1 | 0.0% | |||
| D•••••• W••••• P•••••••• L•• independent RIA | Cincinnati, Oh · principal | 31 | 5 | 0 | +5 | 0.0% | |||
| M••••• S•••••• wirehouse | Little Falls, Nj | 31 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Jacksonville, Fl | 31 | 2 | 0 | +2 | 0.0% | 1 | ||
| E••••• J•••• national BD | Amarillo, Tx | 30 | 6 | 0 | +6 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Port Jefferson, Ny | 30 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Modesto, Ca | 30 | 2 | 0 | +2 | 0.0% | |||
| C•••••• independent RIA | Boston, Ma | 30 | 6 | 0 | +6 | 0.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Beaverton, Or | 30 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Tulsa, Ok | 30 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Temecula, Ca | 30 | 2 | 0 | +2 | 0.0% | |||
| W••••••••• R••••••••• A••••••• institutional | Bethesda, Md | 30 | 2 | 0 | +2 | 0.0% | |||
| F••••• I••••••••• independent RIA | Woodside, Ca | 30 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lakewood Ranch, Fl | 30 | 0 | 0 | 0 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Indianapolis, In | 30 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Encino, Ca | 30 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Oklahoma City, Ok | 30 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Westborough, Ma | 30 | 3 | 0 | +3 | 0.0% | |||
| M••••• S•••••• wirehouse | Westlake, Oh | 30 | 2 | 0 | +2 | 0.0% | |||
| M•••• I••••••••• A••••••• S••••••• I•• mixed wealth | Reston, Va · principal | 30 | 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.