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 |
|---|---|---|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC BD affiliated | Bethesda, Md | 27 | 4 | 0 | +4 | 0.0% | |||
| CHARLES SCHWAB & CO., INC. national BD | Boca Raton, Fl | 27 | 4 | 0 | +4 | 0.0% | |||
| MORGAN STANLEY wirehouse | Claremont, Ca | 27 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• national BD | Madison, Wi | 27 | 5 | 0 | +5 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Pinehurst, Nc | 27 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Skokie, Il | 27 | 8 | 0 | +8 | 0.0% | |||
| E••••• J•••• national BD | Arlington, Tx | 27 | 0 | 0 | 0 | 0.0% | |||
| O••••••••• • C•• I••• BD affiliated | San Francisco, Ca | 27 | 4 | 0 | +4 | 0.0% | |||
| C•• I••••••••• L••• asset manager | Houston, Tx · principal | 27 | 3 | 0 | +3 | 0.0% | 1 | ||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Racine, Wi | 27 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Chappaqua, Ny | 27 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Saint Paul, Mn | 27 | 4 | 0 | +4 | 0.0% | |||
| O•••• P•••••••• S••••••••• L•• BD affiliated | Berwyn, Pa | 27 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chapel Hill, Nc | 27 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Center Valley, Pa | 27 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Albany, Ny | 27 | 1 | 0 | +1 | 0.0% | |||
| E•••••••• C•••••• M••••••••• L•• independent RIA | Bellevue, Wa · principal | 27 | 3 | 0 | +3 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Rockville, Md | 27 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Billings, Mt | 27 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Lincoln, Ne | 26 | 1 | 0 | +1 | 0.0% | |||
| C•••••• A••••••• S•••••••• I•• independent RIA | Staten Island, Ny · principal | 26 | 3 | 0 | +3 | 0.0% | |||
| S••••• W••••• M••••••••• independent RIA | Birmingham, Al | 26 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | York, Pa | 26 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Monterey, Ca | 26 | 1 | 0 | +1 | 0.0% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Modesto, Ca | 26 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Fresno, Ca | 26 | 4 | 0 | +4 | 0.0% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Nashville, Tn | 26 | 2 | 0 | +2 | 0.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Ashburn, Va | 26 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Annapolis, Md | 26 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Warren, Nj | 26 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Hebron, Ky | 26 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Vero Beach, Fl | 26 | 4 | 0 | +4 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Tucson, Az | 26 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Cranston, Ri | 26 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Eagan, Mn | 26 | 8 | 0 | +8 | 0.0% | 1 | ||
| O•••••• W••••• A••••••• L•• independent RIA | Cincinnati, Oh · principal | 26 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Grand Blanc, Mi | 26 | 1 | 0 | +1 | 0.0% | |||
| H••••• H•••••• C•••••• L•• asset manager | New York, Ny · principal | 26 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Conshohocken, Pa | 26 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Long Beach, Ca | 26 | 4 | 0 | +4 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Costa Mesa, Ca | 26 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Chico, Ca | 26 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Gainesville, Fl | 26 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bradenton, Fl | 26 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | North Richland Hills, Tx | 26 | 3 | 0 | +3 | 0.0% | |||
| K•• A••••••• S••••••• L•• independent RIA | Louisville, Ky · principal | 26 | 2 | 0 | +2 | 0.0% | |||
| S•••••• S••••••••• I••• BD affiliated | Birmingham, Al | 26 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | West Nyack, Ny | 26 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Northfield, Nj | 26 | 3 | 0 | +3 | 0.0% | |||
| E•••••••• A•••••••• L•• national BD | Roanoke, Va | 26 | 9 | 0 | +9 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Wyomissing, Pa | 26 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Wexford, Pa | 26 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Walnut Creek, Ca | 26 | 0 | 0 | 0 | 0.0% | |||
| W•••••••• P•••••••• L•• independent RIA | Los Angeles, Ca · principal | 26 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Williamsville, Ny | 26 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Eugene, Or | 26 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Boise, Id | 26 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Milwaukee, Wi | 26 | 3 | 0 | +3 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Horsham, Pa | 26 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Valencia, Ca | 26 | 0 | 0 | 0 | 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.