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 |
|---|---|---|---|---|---|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY, INCORPORATED national BD | Sarasota, Fl | 25 | 2 | 0 | +2 | 0.0% | |||
| SIMPLYRIA ADVISOR NETWORK independent RIA | Brighton, Mi · principal | 25 | 9 | 0 | +9 | 0.0% | |||
| ADVOCACY WEALTH MANAGEMENT, LLC independent RIA | Atlanta, Ga · principal | 25 | 9 | 0 | +9 | 0.0% | |||
| C••••••• P••••••• independent RIA | Atlanta, Ga | 25 | 5 | 0 | +5 | 0.0% | |||
| M••••• S•••••• wirehouse | Burlingame, Ca | 25 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Brighton, Mi | 25 | 3 | 0 | +3 | 0.0% | |||
| F•••••••• A••••••• L•• mixed wealth | Windsor, Ct | 25 | 0 | 0 | 0 | 0.0% | |||
| C••••••• institutional | Phoenix, Az | 25 | 0 | 0 | 0 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Corte Madera, Ca | 24 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Berwyn, Pa | 24 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Aurora, Co | 24 | 5 | 0 | +5 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Colorado Springs, Co | 24 | 1 | 0 | +1 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Grand Rapids, Mi | 24 | 1 | 0 | +1 | 0.0% | |||
| L•• I••••••••• independent RIA | Palm Beach Gardens, Fl · principal | 24 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Goshen, In | 24 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Arlington Heights, Il | 24 | 2 | 0 | +2 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Tallahassee, Fl | 24 | 2 | 0 | +2 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Boca Raton, Fl | 24 | 2 | 0 | +2 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Princeton, Nj | 24 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Hermosa Beach, Ca | 24 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Arlington, Tx | 24 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Alpharetta, Ga | 24 | 4 | 0 | +4 | 0.0% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Westlake, Oh | 24 | 3 | 0 | +3 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Greenwood Village, Co | 24 | 7 | 0 | +7 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Towson, Md | 24 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Warwick, Ri | 24 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Traverse City, Mi | 24 | 1 | 0 | +1 | 0.0% | |||
| C••••• P••••••• L•• independent RIA | Norfolk, Va | 24 | 4 | 0 | +4 | 0.0% | |||
| M••••• S•••••• wirehouse | Cornelius, Nc | 24 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• A••••••• national BD | La Crosse, Wi | 24 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Mechanicsburg, Pa | 24 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Kirkland, Wa | 24 | 2 | 0 | +2 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Irvine, Ca | 24 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• national BD | Brooklyn, Ny | 24 | 7 | 0 | +7 | 0.0% | |||
| V•••••• C•••••• M••••••••• I••• asset manager | Boston, Ma | 24 | 0 | 0 | 0 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Fort Wright, Ky | 24 | 5 | 0 | +5 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Wellesley Hills, Ma | 24 | 5 | 0 | +5 | 0.0% | |||
| L•• E••••••••• L•• BD affiliated | Baton Rouge, La | 24 | 12 | 0 | +12 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Southlake, Tx | 24 | 2 | 0 | +2 | 0.0% | 1 | ||
| T• P•••••• C••••• W••••• L•• BD affiliated | Princeton, Nj | 24 | 7 | 0 | +7 | 0.0% | |||
| E••••• J•••• national BD | Cedar Rapids, Ia | 24 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• national BD | Colorado Springs, Co | 24 | 8 | 0 | +8 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Grand Rapids, Mi | 24 | 4 | 0 | +4 | 0.0% | |||
| P••••••••• S••••••••• C••••••••• independent RIA | Farmingville, Ny | 24 | 3 | 0 | +3 | 0.0% | |||
| V••••• C••••••• L•• independent RIA | Chicago, Il · principal | 24 | 1 | 0 | +1 | 0.0% | |||
| C••••••••• C••••••••• A••••••• S•••••••• independent RIA | Norfolk, Va | 24 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Oklahoma City, Ok | 24 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Portage, Mi | 24 | 5 | 0 | +5 | 0.0% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Sherman Oaks, Ca | 24 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Northlake, Tx | 24 | 2 | 0 | +2 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Mt Pleasant, Sc | 24 | 4 | 0 | +4 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Los Gatos, Ca | 24 | 2 | 0 | +2 | 0.0% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | So Jordan, Ut | 24 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Milford, Nh | 24 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Mount Pleasant, Sc | 24 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Chesterbrook, Pa | 24 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Fairport, Ny | 24 | 2 | 0 | +2 | 0.0% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Wellesley, Ma | 24 | 0 | 0 | 0 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Lincoln, Ne | 24 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Madison, Al | 24 | 6 | 0 | +6 | 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.