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 |
|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY FINANCIAL COUNSEL, INC. no RAUM | Wheaton, Il · principal | 22 | 4 | 0 | +4 | 0.0% | |||
| LPL FINANCIAL LLC BD affiliated | Stockton, Ca | 22 | 2 | 0 | +2 | 0.0% | |||
| UBS FINANCIAL SERVICES INC. wirehouse | El Segundo, Ca | 22 | 6 | 0 | +6 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Ridgeland, Ms | 22 | 3 | 0 | +3 | 0.0% | |||
| S••••••••• A•••••••• L•• independent RIA | Chicago, Il · principal | 22 | 21 | 0 | +21 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Des Peres, Mo | 22 | 1 | 0 | +1 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Seattle, Wa | 22 | 6 | 0 | +6 | 0.0% | |||
| H•••• W•••••• L•• independent RIA | Cincinnati, Oh · principal | 22 | 5 | 0 | +5 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Hilton Head Island, Sc | 22 | 1 | 0 | +1 | 0.0% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Bloomfield Hills, Mi | 22 | 21 | 0 | +21 | 0.0% | |||
| O•••••• C••••••• I••• independent RIA | St Louis Park, Mn | 22 | 5 | 0 | +5 | 0.0% | |||
| E••••• J•••• national BD | Lafayette, In | 22 | 2 | 0 | +2 | 0.0% | |||
| G••••• A••••••• S•••••••• L•• independent RIA | Souderton, Pa | 22 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Danvers, Ma | 22 | 1 | 0 | +1 | 0.0% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | West Chester, Oh | 22 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Bedford, Tx | 22 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Joplin, Mo | 22 | 4 | 0 | +4 | 0.0% | |||
| M••••• S•••••• wirehouse | Venice, Fl | 22 | 0 | 0 | 0 | 0.0% | |||
| S••••• A•••••••• L•• independent RIA | Costa Mesa, Ca | 22 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Anchorage, Ak | 22 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Lewisville, Tx | 22 | 1 | 0 | +1 | 0.0% | |||
| N•••••••• B••••• B• L•• no RAUM | Dallas, Tx | 22 | 4 | 0 | +4 | 0.0% | |||
| M••••• F••••• O••••• independent RIA | Denver, Co | 22 | 17 | 0 | +17 | 0.0% | |||
| R•••••••• A•••• M••••••••• BD affiliated | Denver, Co | 22 | 15 | 0 | +15 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Pleasanton, Ca | 22 | 4 | 0 | +4 | 0.0% | |||
| V••••• P••••••• W••••• A••••••• independent RIA | Fort Wayne, In · principal | 22 | 6 | 0 | +6 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Brea, Ca | 22 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Great Falls, Mt | 22 | 2 | 0 | +2 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Holland Downtown, Mi | 22 | 1 | 0 | +1 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Brookfield, Wi | 22 | 2 | 0 | +2 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Princeton, Nj | 22 | 4 | 0 | +4 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Knoxville, Tn | 22 | 6 | 0 | +6 | 0.0% | |||
| O••• B••••• W••••• G•••• L•• independent RIA | Tarrytown, Ny · principal | 22 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Wall Township, Nj | 22 | 0 | 0 | 0 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Pittsburgh, Pa | 22 | 4 | 0 | +4 | 0.0% | |||
| R• M• D•••• I•• independent RIA | Portland, Me · principal | 22 | 0 | 0 | 0 | 0.0% | |||
| C••••••• P••••••• independent RIA | Chicago, Il | 22 | 5 | 0 | +5 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Nashville, Tn | 22 | 4 | 0 | +4 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Fox Valley, Wi | 22 | 5 | 0 | +5 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Lexington, Ma | 22 | 0 | 0 | 0 | 0.0% | |||
| M••••• A••••••• independent RIA | Houston, Tx · principal | 22 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Towson, Md | 22 | 3 | 0 | +3 | 0.0% | 1 | ||
| C•••• • S••••• C•••••• M••••••••• I••• asset manager | New York, Ny · principal | 22 | 8 | 0 | +8 | 0.0% | |||
| M••••• S•••••• wirehouse | Modesto, Ca | 22 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Creve Coeur, Mo | 22 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Topeka, Ks | 22 | 2 | 0 | +2 | 0.0% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Ponte Vedra Beach, Fl | 22 | 3 | 0 | +3 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Yardley, Pa | 22 | 0 | 0 | 0 | 0.0% | |||
| L•• E••••••••• L•• BD affiliated | Champaign, Il | 22 | 4 | 0 | +4 | 0.0% | |||
| W•••• C•••••• M••••••••• L•• institutional | Charlotte, Nc · principal | 22 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | St Louis Park, Mn | 22 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Torrance, Ca | 21 | 1 | 0 | +1 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Mt Laurel, Nj | 21 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Spring, Tx | 21 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Southport, Ct | 21 | 2 | 0 | +2 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Bryn Mawr, Pa | 21 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Spartanburg, Sc | 21 | 2 | 0 | +2 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Arlington Heights, Il | 21 | 2 | 0 | +2 | 0.0% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Overland Park, Ks | 21 | 8 | 0 | +8 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Atlanta, Ga | 21 | 7 | 0 | +7 | 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.