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 |
|---|---|---|---|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. BD affiliated | Seattle, Wa | 29 | 4 | 0 | +4 | 0.0% | |||
| RBC CAPITAL MARKETS, LLC national BD | Clive, Ia | 29 | 2 | 0 | +2 | 0.0% | |||
| AUSDAL FINANCIAL PARTNERS, INC. independent RIA | Colorado Springs, Co | 29 | 4 | 0 | +4 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Montgomery, Al | 29 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | San Antonio, Tx | 29 | 6 | 0 | +6 | 0.0% | |||
| M••••• S•••••• wirehouse | Holladay, Ut | 29 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mercer Island, Wa | 29 | 1 | 0 | +1 | 0.0% | |||
| C•••••• independent RIA | Morristown, Nj | 29 | 3 | 0 | +3 | 0.0% | 1 | ||
| M•••• F•••••••• A••••••• L•• independent RIA | New York, Ny · principal | 29 | 1 | 0 | +1 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Raleigh, Nc | 29 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Mount Pleasant, Sc | 29 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Upper Saint Clair, Pa | 29 | 0 | 0 | 0 | 0.0% | |||
| J•••••••• I••••••••• A••••••• L•• mixed wealth | Miami, Fl | 29 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Bloomfield Hills, Mi | 29 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Tacoma, Wa | 29 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Napa, Ca | 29 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• I••• BD affiliated | Phoenix, Az | 29 | 10 | 0 | +10 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Providence, Ri | 29 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Austin, Tx | 29 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Londonderry, Nh | 29 | 0 | 0 | 0 | 0.0% | |||
| T• R••• P•••• A••••••• S•••••••• I••• BD affiliated | Baltimore, Md | 29 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Reading, Pa | 29 | 7 | 0 | +7 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Conshohocken, Pa | 29 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Holladay, Ut | 29 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Greensboro, Nc | 29 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Wellesley, Ma | 29 | 6 | 0 | +6 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Franklin, Tn | 29 | 5 | 0 | +5 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Fresno, Ca | 29 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Johnson City, Tn | 29 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Arden Hills, Mn | 29 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Milwaukee, Wi | 29 | 3 | 0 | +3 | 0.0% | |||
| D•••••••• W••••• M••••••••• L•• independent RIA | Orem, Ut | 29 | 3 | 0 | +3 | 0.0% | |||
| F•••••• I••••••••• G••••• L•• independent RIA | East Lansing, Mi · principal | 29 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Rochester, Mn | 29 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Willmar, Mn | 29 | 3 | 0 | +3 | 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% | |||
| C•••• I••••••••• M••••••••• L•• independent RIA | Houston, Tx · principal | 29 | 5 | 0 | +5 | 0.0% | |||
| L•• E••••••••• L•• BD affiliated | Brooklyn, Ny | 29 | 4 | 0 | +4 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bloomington, Mn | 29 | 2 | 0 | +2 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Pittsburgh South Hills, Pa | 29 | 4 | 0 | +4 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Mesa, Az | 29 | 1 | 0 | +1 | 0.0% | |||
| M••••• W••••• M••••••••• L•• independent RIA | Mesa, Az | 29 | 6 | 0 | +6 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Charleston, Sc | 29 | 3 | 0 | +3 | 0.0% | 1 | ||
| E••••• J•••• national BD | Holland, Mi | 29 | 3 | 0 | +3 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Green Bay, Wi | 29 | 2 | 0 | +2 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Denver, Co | 28 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Leawood, Ks | 28 | 3 | 0 | +3 | 0.0% | |||
| G•• I••••••••• A••••••• I•• independent RIA | Denver, Co · principal | 28 | 6 | 0 | +6 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Melbourne, Fl | 28 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Edmond, Ok | 28 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Akron, Oh | 28 | 6 | 0 | +6 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Lutherville, Md | 28 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Harrisburg, Pa | 28 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | St Petersburg, Fl | 28 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Montgomery, Al | 28 | 1 | 0 | +1 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Lewes, De | 28 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Dublin, Oh | 28 | 6 | 0 | +6 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Greenville, De | 28 | 5 | 0 | +5 | 0.0% | |||
| V••• F•••••••• A•••••••• I••• BD affiliated | Holland, Mi | 28 | 4 | 0 | +4 | 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.