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 |
|---|---|---|---|---|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC independent RIA | Atlanta, Ga | 24 | 5 | 0 | +5 | 0.0% | |||
| CERITY PARTNERS LLC independent RIA | Norfolk, Va | 24 | 4 | 0 | +4 | 0.0% | |||
| STIFEL, NICOLAUS & COMPANY, INCORPORATED national BD | Irvine, Ca | 24 | 2 | 0 | +2 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Tallahassee, Fl | 24 | 2 | 0 | +2 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Grand Rapids, Mi | 24 | 1 | 0 | +1 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Holbrook, Ny | 24 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Westlake, Oh | 24 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Kirkland, Wa | 24 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Kaysville, Ut | 24 | 0 | 0 | 0 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Hermosa Beach, Ca | 24 | 4 | 0 | +4 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Fort Wright, Ky | 24 | 5 | 0 | +5 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Southlake, Tx | 24 | 2 | 0 | +2 | 0.0% | 1 | ||
| E••••• J•••• national BD | Goshen, In | 24 | 4 | 0 | +4 | 0.0% | |||
| P••••••••• S••••••••• C••••••••• independent RIA | Farmingville, Ny | 24 | 3 | 0 | +3 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Towson, Md | 24 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Traverse City, Mi | 24 | 1 | 0 | +1 | 0.0% | |||
| C••••••• P••••••• independent RIA | San Diego, Ca | 24 | 2 | 0 | +2 | 0.0% | |||
| O••••••••• • C•• I••• BD affiliated | Dallas, Tx | 24 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Grand Rapids, Mi | 24 | 4 | 0 | +4 | 0.0% | |||
| E•••••••• A•••••••• L•• national BD | Cherry Hill, Nj | 24 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Venice, Fl | 24 | 0 | 0 | 0 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Wellesley Hills, Ma | 24 | 5 | 0 | +5 | 0.0% | |||
| V••••• C••••••• L•• independent RIA | Chicago, Il · principal | 24 | 1 | 0 | +1 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Greenwood Village, Co | 24 | 7 | 0 | +7 | 0.0% | |||
| L•• E••••••••• L•• BD affiliated | Baton Rouge, La | 24 | 12 | 0 | +12 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Gilbert, Az | 24 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Mechanicsburg, Pa | 24 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Germantown, Tn | 24 | 4 | 0 | +4 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Boca Raton, Fl | 24 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Mount Pleasant, Sc | 24 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Cedar Rapids, Ia | 24 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Newark, De | 24 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Portage, Mi | 24 | 5 | 0 | +5 | 0.0% | 1 | ||
| W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated | Madison, Wi | 24 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Oklahoma City, Ok | 24 | 3 | 0 | +3 | 0.0% | |||
| M••••• S•••••• wirehouse | Cornelius, Nc | 24 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Knoxville, Tn | 24 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Westport, Ct | 24 | 7 | 0 | +7 | 0.0% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Wellesley, Ma | 24 | 0 | 0 | 0 | 0.0% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | So Jordan, Ut | 24 | 4 | 0 | +4 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Sherman Oaks, Ca | 24 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Eagle, Id | 24 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Ocala, Fl | 24 | 8 | 0 | +8 | 0.0% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Peabody, Ma | 24 | 0 | 0 | 0 | 0.0% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | Princeton, Nj | 24 | 7 | 0 | +7 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Grosse Pointe, Mi | 24 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Scranton, Pa | 24 | 3 | 0 | +3 | 0.0% | |||
| V•••• C••••••• I••• independent RIA | State College, Pa · principal | 24 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Cypress, Tx | 24 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Santa Ana, Ca | 24 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | East Brunswick, Nj | 24 | 2 | 0 | +2 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Los Gatos, Ca | 24 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Rehoboth Beach, De | 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 | Lincoln, Ne | 24 | 0 | 0 | 0 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Wichita, Ks | 24 | 3 | 0 | +3 | 0.0% | |||
| C••••••••• W••••• M••••••••• independent RIA | Mercer Island, Wa | 24 | 4 | 0 | +4 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Honolulu, Hi | 24 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Madison, Al | 24 | 6 | 0 | +6 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Independence, Oh | 24 | 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.