DFX Intelligence
Offices
Where advisors are leaving, and where they are arriving
An 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.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD JONES national BD | Phoenix, Az | 47 | 2 | 4 | -2 | 8.5% | |||
| LPL ENTERPRISE, LLC BD affiliated | Paramus, Nj | 46 | 1 | 4 | -3 | 8.7% | |||
| OSAIC WEALTH, INC. BD affiliated | Wichita, Ks | 46 | 10 | 4 | +6 | 8.7% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Malta, Ny | 45 | 8 | 4 | +4 | 8.9% | 1 | ||
| L•••••••• A•••••••• L•• independent RIA | Grand Rapids, Mi · principal | 44 | 18 | 4 | +14 | 9.1% | |||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Dallas, Tx | 44 | 28 | 4 | +24 | 9.1% | |||
| E••••• J•••• national BD | Charlotte, Nc | 44 | 5 | 4 | +1 | 9.1% | |||
| W•••••• P•••••• W••••• independent RIA | Bridgeville, Pa · principal | 43 | 6 | 4 | +2 | 9.3% | |||
| V••••• W••••• M•••••••• I••• independent RIA | Paramus, Nj · principal | 43 | 2 | 4 | -2 | 9.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Austin, Tx | 43 | 5 | 4 | +1 | 9.3% | |||
| B••••••• R••••••••• A•••••••• L•• independent RIA | Lehi, Ut · principal | 43 | 6 | 4 | +2 | 9.3% | 1 | ||
| R•• C•••••• M••••••• L•• national BD | Washington, Dc | 42 | 3 | 4 | -1 | 9.5% | 2 | ||
| R•••••• J•••• • A••••••••• I••• national BD | Charlotte, Nc | 42 | 5 | 4 | +1 | 9.5% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Rochester, Ny | 42 | 1 | 4 | -3 | 9.5% | 1 | ||
| M••• S••••• F•••••••• S••••••••• L•• independent RIA | Newtown, Pa · principal | 41 | 4 | 4 | 0 | 9.8% | 2 | ||
| M••••• S•••••• wirehouse | Annapolis, Md | 41 | 3 | 4 | -1 | 9.8% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Pittsburgh, Pa | 39 | 3 | 4 | -1 | 10% | 1 | ||
| V••••••• C•••••• A•••••••• L•• independent RIA | Hunt Valley, Md · principal | 39 | 11 | 4 | +7 | 10% | |||
| L•• E••••••••• L•• BD affiliated | Tampa, Fl | 38 | 14 | 4 | +10 | 11% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Tampa, Fl | 37 | 6 | 4 | +2 | 11% | 1 | ||
| R•••••• J•••• • A••••••••• I••• national BD | Orlando, Fl | 36 | 2 | 4 | -2 | 11% | 1 | ||
| O•••• W•••••• I••• BD affiliated | New York, Ny | 35 | 4 | 4 | 0 | 11% | |||
| M••••• S•••••• wirehouse | Camp Hill, Pa | 35 | 1 | 4 | -3 | 11% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Wichita, Ks | 33 | 4 | 4 | 0 | 12% | 1 | 1 | |
| O•••• W•••••• I••• BD affiliated | St Petersburg, Fl | 33 | 5 | 4 | +1 | 12% | 2 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | San Francisco, Ca | 32 | 1 | 4 | -3 | 13% | 1 | ||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Mount Laurel, Nj | 32 | 4 | 4 | 0 | 13% | 1 | ||
| L••••• A•••• M••••••••• L•• other | New York, Ny · principal | 32 | 4 | 4 | 0 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Baltimore, Md | 31 | 4 | 4 | 0 | 13% | |||
| M••••• W••••• independent RIA | Calabasas, Ca · principal | 31 | 9 | 4 | +5 | 13% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Minneapolis, Mn | 31 | 5 | 4 | +1 | 13% | |||
| E••••• J•••• national BD | Tampa, Fl | 30 | 4 | 4 | 0 | 13% | |||
| N•••••••• A•••• M••••••••• independent RIA | Minneapolis, Mn · principal | 29 | 4 | 4 | 0 | 14% | |||
| E••••• J•••• national BD | Little Rock, Ar | 29 | 3 | 4 | -1 | 14% | |||
| L•• E••••••••• L•• BD affiliated | Chicago, Il | 29 | 13 | 4 | +9 | 14% | |||
| C••••••••• F•••••••• N•••••• national BD | Rochester, Ny | 29 | 1 | 4 | -3 | 14% | 1 | ||
| L•• E••••••••• L•• BD affiliated | Rosemont, Il | 28 | 5 | 4 | +1 | 14% | |||
| E•• F•••••••• A••••••• independent RIA | Latham, Ny | 28 | 5 | 4 | +1 | 14% | 1 | ||
| L•• E••••••••• L•• BD affiliated | Miami, Fl | 28 | 5 | 4 | +1 | 14% | 1 | ||
| O•• F•••••••• S•••••••• I••• independent RIA | Topeka, Ks · principal | 28 | 1 | 4 | -3 | 14% | 1 | ||
| C•••••• S••••• • C••• I••• national BD | Pasadena, Ca | 27 | 5 | 4 | +1 | 15% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Ft Lauderdale, Fl | 27 | 10 | 4 | +6 | 15% | |||
| O••••••••• • C•• I••• BD affiliated | Los Angeles, Ca | 27 | 1 | 4 | -3 | 15% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Spokane, Wa | 27 | 2 | 4 | -2 | 15% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Boca Raton, Fl | 27 | 1 | 4 | -3 | 15% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Austin, Tx | 26 | 2 | 4 | -2 | 15% | 1 | 1 | |
| A••••• W••••• M••••••••• independent RIA | Rogers, Ar | 26 | 2 | 4 | -2 | 15% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Maple Grove, Mn | 25 | 1 | 4 | -3 | 16% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Murfreesboro, Tn | 25 | 1 | 4 | -3 | 16% | 1 | ||
| H••• S••••••••• •••• I••• BD affiliated | Beverly Hills, Ca | 24 | 5 | 4 | +1 | 17% | |||
| C••••••••• F•••••••• independent RIA | Columbia, Mo · principal | 24 | 8 | 4 | +4 | 17% | 1 | ||
| M••••••• C••••• W••••• S•••••••• I••• independent RIA | Wheeling, Wv · principal | 24 | 1 | 4 | -3 | 17% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Raleigh, Nc | 24 | 3 | 4 | -1 | 17% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Little Rock, Ar | 24 | 1 | 4 | -3 | 17% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Lehi, Ut | 24 | 8 | 4 | +4 | 17% | |||
| P•••••••• S••••••••• I••• BD affiliated | Atlanta, Ga | 23 | 7 | 4 | +3 | 17% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Cleveland, Oh | 23 | 2 | 4 | -2 | 17% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Denver, Co | 22 | 3 | 4 | -1 | 18% | |||
| J••• M••••• S••••••••• L•• wirehouse | Frisco, Tx | 22 | 6 | 4 | +2 | 18% | 1 | ||
| C•••••• S••••• • C••• I••• national BD | Sarasota, Fl | 22 | 6 | 4 | +2 | 18% |
22,747 offices match.
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.