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 |
|---|---|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC BD affiliated | King Of Prussia, Pa | 30 | 1 | 0 | +1 | 0.0% | |||
| ROSSBY FINANCIAL, LLC independent RIA | Melbourne, Fl · principal | 30 | 13 | 0 | +13 | 0.0% | |||
| LPL FINANCIAL LLC BD affiliated | Germantown, Tn | 30 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Saint Augustine, Fl | 30 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Winstonsalem, Nc | 30 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Tulsa, Ok | 30 | 4 | 0 | +4 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Paramus, Nj | 30 | 4 | 0 | +4 | 0.0% | |||
| C•••••• A••••••• BD affiliated | Marlton, Nj | 30 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Oakbrook Terrace, Il | 30 | 6 | 0 | +6 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Encino, Ca | 30 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Westborough, Ma | 30 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Lake Oswego, Or | 30 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Pittsford, Ny | 30 | 1 | 0 | +1 | 0.0% | |||
| K•••••• I••••••••• M••••••••• I••• independent RIA | Los Angeles, Ca · principal | 30 | 15 | 0 | +15 | 0.0% | |||
| E••••• J•••• national BD | Ft Worth, Tx | 30 | 1 | 0 | +1 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Grand Rapids, Mi | 30 | 8 | 0 | +8 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Pittsburgh, Pa | 30 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Peoria, Az | 30 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | St Augustine, Fl | 30 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Clearwater, Fl | 30 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Clackamas, Or | 30 | 6 | 0 | +6 | 0.0% | |||
| E••••• J•••• national BD | Cary, Nc | 30 | 4 | 0 | +4 | 0.0% | |||
| W••••••••• R••••••••• A••••••• institutional | Bethesda, Md | 30 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• W••••• P•••••••• L•• independent RIA | Clayton, Mo · principal | 30 | 14 | 0 | +14 | 0.0% | |||
| M••••• S•••••• wirehouse | New Haven, Ct | 30 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Amarillo, Tx | 30 | 6 | 0 | +6 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Hunt Valley, Md | 30 | 6 | 0 | +6 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Canfield, Oh | 30 | 1 | 0 | +1 | 0.0% | |||
| C•••••• independent RIA | San Diego, Ca | 30 | 3 | 0 | +3 | 0.0% | |||
| F••••• I••••••••• independent RIA | Woodside, Ca | 30 | 1 | 0 | +1 | 0.0% | |||
| M•••• I••••••••• A••••••• S••••••• I•• mixed wealth | Reston, Va · principal | 30 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | The Villages, Fl | 30 | 2 | 0 | +2 | 0.0% | |||
| H•••• F•••••••• S•••••••• I••• independent RIA | Okemos, Mi | 30 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Port Jefferson, Ny | 30 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Oklahoma City, Ok | 30 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | American Fork, Ut | 30 | 7 | 0 | +7 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Orlando, Fl | 30 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Miami, Fl | 30 | 7 | 0 | +7 | 0.0% | |||
| M••••• S•••••• wirehouse | Westlake, Oh | 30 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Indianapolis, In | 30 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Modesto, Ca | 30 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Ponte Vedra Beach, Fl | 30 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Londonderry, Nh | 29 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Milwaukee, Wi | 29 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Franklin, Tn | 29 | 5 | 0 | +5 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Beavercreek, Oh | 29 | 2 | 0 | +2 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Green Bay, Wi | 29 | 2 | 0 | +2 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Pittsburgh South Hills, Pa | 29 | 4 | 0 | +4 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Houston Memorial City, Tx | 29 | 2 | 0 | +2 | 0.0% | |||
| F•••••• I••••••••• G••••• L•• independent RIA | East Lansing, Mi · principal | 29 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Lubbock, Tx | 29 | 2 | 0 | +2 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Millburn, Nj | 29 | 3 | 0 | +3 | 0.0% | |||
| D•••••••• W••••• M••••••••• L•• independent RIA | Orem, Ut | 29 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Rochester, Mn | 29 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bloomington, Mn | 29 | 2 | 0 | +2 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Cincinnati, Oh | 29 | 4 | 0 | +4 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Dallas, Tx | 29 | 0 | 0 | 0 | 0.0% | |||
| B•• C••••• A••••••• independent RIA | Concord, Ma · principal | 29 | 1 | 0 | +1 | 0.0% | |||
| L•• E••••••••• L•• BD affiliated | Brooklyn, Ny | 29 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Willmar, Mn | 29 | 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.