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 |
|---|---|---|---|---|---|---|---|---|---|
| LINCOLN INVESTMENT independent RIA | Rochester, Ny | 21 | 1 | 0 | +1 | 0.0% | |||
| LPL FINANCIAL LLC BD affiliated | Apple Valley, Mn | 21 | 3 | 0 | +3 | 0.0% | |||
| INTEGRATED WEALTH CONCEPTS LLC independent RIA | Irvine, Ca | 21 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Ann Arbor, Mi | 21 | 2 | 0 | +2 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Arlington Heights, Il | 21 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Ventura, Ca | 21 | 6 | 0 | +6 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Torrance, Ca | 21 | 1 | 0 | +1 | 0.0% | |||
| R•••••••• M•••••• C•••••• M••••••••• L•• independent RIA | Boston, Ma · principal | 21 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• national BD | Dublin, Oh | 21 | 2 | 0 | +2 | 0.0% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Washington, Dc | 21 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Las Vegas, Nv | 21 | 3 | 0 | +3 | 0.0% | |||
| E••••• • G•••• independent RIA | Athens, Ga · principal | 20 | 7 | 0 | +7 | 0.0% | |||
| P•••••••• A••••••• national BD | Lawrenceville, Ga | 20 | 3 | 0 | +3 | 0.0% | |||
| C•••• A•••• M••••••••• I•• independent RIA | Champaign, Il · principal | 20 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Bakersfield, Ca | 20 | 0 | 0 | 0 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Coral Gables, Fl | 20 | 0 | 0 | 0 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Fairport, Ny | 20 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Westlake, Oh | 20 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Schaumburg, Il | 20 | 5 | 0 | +5 | 0.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Winstonsalem, Nc | 20 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Shreveport, La | 20 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Miamisburg, Oh | 20 | 0 | 0 | 0 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Raleigh, Nc | 20 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Lancaster, Pa | 20 | 1 | 0 | +1 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Madison, Wi | 20 | 3 | 0 | +3 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Red Bank, Nj | 20 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Amherst, Nh | 20 | 2 | 0 | +2 | 0.0% | |||
| N•••••••• W••••• M••••••••• L•• independent RIA | Spencer, Ia · principal | 20 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Pasadena, Ca | 20 | 6 | 0 | +6 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Westport, Ct | 20 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Roseville,, Ca | 20 | 3 | 0 | +3 | 0.0% | |||
| M••••• W••••• M••••••••• L•• independent RIA | Asheville, Nc | 20 | 6 | 0 | +6 | 0.0% | |||
| E••••• J•••• national BD | Yakima, Wa | 20 | 2 | 0 | +2 | 0.0% | |||
| L••• independent RIA | New York, Ny | 20 | 11 | 0 | +11 | 0.0% | 1 | ||
| R•• C•••••• M••••••• L•• national BD | Lake Forest, Il | 20 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Chicago, Il | 20 | 1 | 0 | +1 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Farmington, Ct | 20 | 1 | 0 | +1 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Brentwood, Tn | 20 | 4 | 0 | +4 | 0.0% | |||
| E••••• J•••• national BD | The Woodlands, Tx | 20 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Lake Oswego, Or | 20 | 3 | 0 | +3 | 0.0% | |||
| E••••••••• I••••••••• G•••• independent RIA | Waukesha, Wi · principal | 20 | 5 | 0 | +5 | 0.0% | |||
| C••••••• W••••• A••••••• independent RIA | Holland, Mi · principal | 20 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Indian Wells, Ca | 20 | 0 | 0 | 0 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Fort Collins, Co | 20 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Oakdale, Mn | 20 | 5 | 0 | +5 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Austin, Tx | 20 | 2 | 0 | +2 | 0.0% | |||
| R••••• • K•••••••• I••• independent RIA | Knoxville, Tn · principal | 20 | 4 | 0 | +4 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Newport Beach, Ca | 20 | 10 | 0 | +10 | 0.0% | |||
| G•••••• S•••• W••••• S•••••••• L••• BD affiliated | Jersey City, Nj | 20 | 1 | 0 | +1 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Bettendorf, Ia | 20 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Fort Collins, Co | 20 | 7 | 0 | +7 | 0.0% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Missoula, Mt | 20 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Mooresville, Nc | 20 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Nashua, Nh | 20 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Fort S••••, Ar | 20 | 0 | 0 | 0 | 0.0% | |||
| C•••••• S•••••• P••••••• former | Irvine, Ca | 20 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Rockford, Il | 20 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Sherman Oaks, Ca | 20 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lake Elmo, Mn | 20 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Niagara Falls, Ny | 20 | 1 | 0 | +1 | 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.