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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Langhorne, Pa | 25 | 2 | 0 | +2 | 0.0% | |||
| WELLS FARGO ADVISORS wirehouse | Anaheim, Ca | 25 | 5 | 0 | +5 | 0.0% | |||
| BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC no RAUM | Worcester, Ma · principal | 25 | 25 | 0 | +25 | 0.0% | |||
| W••••••• W••••• A•••••••• I••• independent RIA | Houston, Tx · principal | 25 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Hilton Head Island, Sc | 25 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Clifton Park, Ny | 25 | 4 | 0 | +4 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Cedar Rapids, Ia | 25 | 5 | 0 | +5 | 0.0% | 1 | ||
| U••••• A•••• S••••••••• I••• independent RIA | Garden City, Ny · principal | 25 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Winter Park, Fl | 25 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Golden, Co | 25 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Lake Charles, La | 25 | 1 | 0 | +1 | 0.0% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Grand Rapids, Mi | 25 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Brighton, Mi | 25 | 3 | 0 | +3 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | West Hartford, Ct | 25 | 2 | 0 | +2 | 0.0% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | San Jose, Ca | 25 | 1 | 0 | +1 | 0.0% | |||
| F••••• G•••• A••••••• L•• independent RIA | Westwood, Nj · principal | 25 | 1 | 0 | +1 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Sarasota, Fl | 25 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• S••••••••• I••• BD affiliated | Roseville, Ca | 25 | 6 | 0 | +6 | 0.0% | |||
| A•••• W••••• A•••••••• L•• BD affiliated | Melville, Ny | 25 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Rye Brook, Ny | 25 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Las Cruces, Nm | 25 | 6 | 0 | +6 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Waterloo, Ia | 25 | 11 | 0 | +11 | 0.0% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Worcester, Ma | 25 | 3 | 0 | +3 | 0.0% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Columbus, Oh | 25 | 1 | 0 | +1 | 0.0% | |||
| C•••••• A•••• M••••••••• L•• independent RIA | Minnetonka, Mn | 25 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Rockville, Md | 25 | 6 | 0 | +6 | 0.0% | |||
| C••••••• institutional | Phoenix, Az | 25 | 0 | 0 | 0 | 0.0% | |||
| E•••••••• A•••••••• L•• national BD | Toms River, Nj | 25 | 1 | 0 | +1 | 0.0% | |||
| I••••• P••••••• L•• independent RIA | San Clemente, Ca · principal | 25 | 4 | 0 | +4 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Golden Valley, Mn | 25 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A•••••• N•••••• independent RIA | Brighton, Mi · principal | 25 | 9 | 0 | +9 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Longview, Tx | 25 | 2 | 0 | +2 | 0.0% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Houston, Tx | 25 | 11 | 0 | +11 | 0.0% | 1 | ||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Overland Park, Ks | 25 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Swansea, Il | 25 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Burlingame, Ca | 25 | 2 | 0 | +2 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Overland Park, Ks | 25 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Argyle, Tx | 25 | 5 | 0 | +5 | 0.0% | |||
| P•••••••• A••••••• national BD | Middletown, Ny | 25 | 2 | 0 | +2 | 0.0% | |||
| A••••••• W••••• M••••••••• L•• independent RIA | Atlanta, Ga · principal | 25 | 9 | 0 | +9 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Waukesha, Wi | 25 | 1 | 0 | +1 | 0.0% | |||
| B•••••• F•••••••• S••••••• G•••• independent RIA | Irvine, Ca · principal | 25 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bel Air, Md | 25 | 4 | 0 | +4 | 0.0% | |||
| C•••••• independent RIA | Columbus, Oh | 25 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Worthington, Oh | 25 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Sioux Falls, Sd | 25 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Latham, Ny | 25 | 3 | 0 | +3 | 0.0% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Raleigh, Nc | 25 | 4 | 0 | +4 | 0.0% | |||
| F•••••••• A••••••• L•• mixed wealth | Windsor, Ct | 25 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | San Clemente, Ca | 25 | 7 | 0 | +7 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Mystic, Ct | 25 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Bridgeville, Pa | 25 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Saginaw, Mi | 25 | 1 | 0 | +1 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | San Jose, Ca | 25 | 1 | 0 | +1 | 0.0% | |||
| C••••••••• A••••••• A•••• M••••••••• L•• other | Bethlehem, Pa · principal | 25 | 3 | 0 | +3 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Shoreview, Mn | 25 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Forest Hills, Ny | 25 | 2 | 0 | +2 | 0.0% | |||
| L•••••• W••••• M••••••••• L•• independent RIA | Oakland, Ca · principal | 25 | 3 | 0 | +3 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Cincinnati, Oh | 25 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | New Braunfels, Tx | 25 | 5 | 0 | +5 | 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.