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 | Apex, Nc | 27 | 1 | 0 | +1 | 0.0% | |||
| WELLS FARGO ADVISORS wirehouse | Waltham, Ma | 27 | 3 | 0 | +3 | 0.0% | |||
| STRATEGIC ADVISERS LLC national BD | Alexandria, Ky | 27 | 6 | 0 | +6 | 0.0% | |||
| M••••• S•••••• wirehouse | Madison, Ct | 27 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chapel Hill, Nc | 27 | 3 | 0 | +3 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Bethesda, Md | 27 | 4 | 0 | +4 | 0.0% | |||
| E••••• J•••• national BD | Conroe, Tx | 27 | 0 | 0 | 0 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Racine, Wi | 27 | 3 | 0 | +3 | 0.0% | |||
| M••••• S•••••• wirehouse | Grosse Pointe Farms, Mi | 27 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Pinehurst, Nc | 27 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Arlington, Tx | 27 | 0 | 0 | 0 | 0.0% | |||
| F•••• I••••••••• A•••••••• L•• asset manager | San Antonio, Tx · principal | 27 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Rancho Cucamonga, Ca | 27 | 1 | 0 | +1 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Boca Raton, Fl | 27 | 4 | 0 | +4 | 0.0% | |||
| E••••• J•••• national BD | St Charles, Mo | 27 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Westlake, Oh | 27 | 5 | 0 | +5 | 0.0% | 2 | ||
| R•• C•••••• M••••••• L•• national BD | Rockville, Md | 27 | 1 | 0 | +1 | 0.0% | |||
| O••••••••• • C•• I••• BD affiliated | San Francisco, Ca | 27 | 4 | 0 | +4 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Jacksonville, Fl | 27 | 5 | 0 | +5 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Las Vegas, Nv | 27 | 6 | 0 | +6 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Omaha, Ne | 27 | 3 | 0 | +3 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | State College, Pa | 27 | 3 | 0 | +3 | 0.0% | |||
| M••••• S•••••• wirehouse | Claremont, Ca | 27 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Meridian, Id | 27 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Lynnwood, Wa | 27 | 3 | 0 | +3 | 0.0% | |||
| P•••••••• A••••••• national BD | Atlanta, Ga | 27 | 7 | 0 | +7 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | New Haven, Ct | 27 | 1 | 0 | +1 | 0.0% | |||
| G•••••• S•••• W••••• S•••••••• L••• BD affiliated | Boston, Ma | 27 | 3 | 0 | +3 | 0.0% | |||
| C•• I••••••••• L••• asset manager | Houston, Tx · principal | 27 | 3 | 0 | +3 | 0.0% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Saint Paul, Mn | 27 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Columbia, Sc | 27 | 5 | 0 | +5 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Renton, Wa | 27 | 1 | 0 | +1 | 0.0% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Honolulu, Hi | 27 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lakewood Ranch, Fl | 27 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lincoln, Ne | 27 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Monterey, Ca | 27 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Sugar Land, Tx | 27 | 3 | 0 | +3 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Skokie, Il | 27 | 8 | 0 | +8 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Madison, Wi | 27 | 5 | 0 | +5 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Milwaukee, Wi | 27 | 2 | 0 | +2 | 0.0% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Richmond, Va | 27 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Jupiter, Fl | 27 | 7 | 0 | +7 | 0.0% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Naperville, Il | 27 | 2 | 0 | +2 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Savannah, Ga | 27 | 0 | 0 | 0 | 0.0% | |||
| S•••••• P••••••• I••••••••• A•••••••• L•• BD affiliated | Portsmouth, Nh | 27 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• national BD | Findlay, Oh | 27 | 1 | 0 | +1 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Louisville, Ky | 27 | 1 | 0 | +1 | 0.0% | |||
| B••••• W••••• P•••••••• I••• independent RIA | Scottsdale, Az · principal | 27 | 5 | 0 | +5 | 0.0% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Greensboro, Nc | 27 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Glendale, Ca | 27 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Kalamazoo, Mi | 27 | 2 | 0 | +2 | 0.0% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Cincinnati, Oh | 27 | 1 | 0 | +1 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Oak Brook, Il | 27 | 5 | 0 | +5 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Chattanooga, Tn | 27 | 2 | 0 | +2 | 0.0% | |||
| E•••••••• A•••••••• L•• national BD | Honolulu, Hi | 27 | 7 | 0 | +7 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Frisco, Tx | 27 | 4 | 0 | +4 | 0.0% | |||
| M••••• S•••••• wirehouse | Vancouver, Wa | 27 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Beverly, Ma | 27 | 3 | 0 | +3 | 0.0% | |||
| P••••• M•••• F•••••••• A••••••• independent RIA | Southfield, Mi · principal | 27 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Fort Myers, Fl | 27 | 1 | 0 | +1 | 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.