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 |
|---|---|---|---|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC national BD | Red Bank, Nj | 20 | 1 | 0 | +1 | 0.0% | |||
| STIFEL, NICOLAUS & COMPANY, INCORPORATED national BD | Fairport, Ny | 20 | 2 | 0 | +2 | 0.0% | |||
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. BD affiliated | Chicago, Il | 20 | 1 | 0 | +1 | 0.0% | |||
| M••••• W••••• M••••••••• L•• independent RIA | Asheville, Nc | 20 | 6 | 0 | +6 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Schaumburg, Il | 20 | 5 | 0 | +5 | 0.0% | 1 | ||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Brentwood, Tn | 20 | 4 | 0 | +4 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Mequon, Wi | 20 | 1 | 0 | +1 | 0.0% | |||
| C•••••• A••••••• L•• asset manager | Naperville, Il · principal | 20 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Roseville,, Ca | 20 | 3 | 0 | +3 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Coral Gables, Fl | 20 | 0 | 0 | 0 | 0.0% | |||
| L••• independent RIA | New York, Ny | 20 | 11 | 0 | +11 | 0.0% | 1 | ||
| E••••• J•••• national BD | Yakima, Wa | 20 | 2 | 0 | +2 | 0.0% | |||
| A••• A••••••• P••••••• BD affiliated | Austin, Tx | 20 | 20 | 0 | +20 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Austin, Tx | 20 | 2 | 0 | +2 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Newport Beach, Ca | 20 | 10 | 0 | +10 | 0.0% | |||
| C••••••• W••••• A••••••• independent RIA | Holland, Mi · principal | 20 | 1 | 0 | +1 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Fort Collins, Co | 20 | 3 | 0 | +3 | 0.0% | |||
| C•••••• S•••••• P••••••• former | Irvine, Ca | 20 | 3 | 0 | +3 | 0.0% | |||
| E••••••••• I••••••••• G•••• independent RIA | Waukesha, Wi · principal | 20 | 5 | 0 | +5 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Farmington, Ct | 20 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Oakdale, Mn | 20 | 5 | 0 | +5 | 0.0% | |||
| M••••• S•••••• wirehouse | Yardley, Pa | 20 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Niagara Falls, Ny | 20 | 1 | 0 | +1 | 0.0% | |||
| M••••• W••••• A••••••• independent RIA | Austin, Tx · principal | 20 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | The Woodlands, Tx | 20 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Sandpoint, Id | 20 | 7 | 0 | +7 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Miami, Fl | 20 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• national BD | Omaha, Ne | 20 | 5 | 0 | +5 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Mooresville, Nc | 20 | 4 | 0 | +4 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Bettendorf, Ia | 20 | 4 | 0 | +4 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Priest River, Id | 20 | 7 | 0 | +7 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Pearl River, Ny | 20 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Nashua, Nh | 20 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Upper St Clair, Pa | 20 | 1 | 0 | +1 | 0.0% | |||
| M••••• G••••• A••••••• I••• independent RIA | Dallas, Tx | 20 | 4 | 0 | +4 | 0.0% | 1 | ||
| B••••••• F• E•••••• • C••••••• I••••••••• BD affiliated | Wheaton, Il | 20 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Rockford, Il | 20 | 0 | 0 | 0 | 0.0% | |||
| T••••• P••••• W••••• M••••••••• mixed wealth | Concord, Ma · principal | 20 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Peachtree City, Ga | 20 | 2 | 0 | +2 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Sioux Falls, Sd | 20 | 5 | 0 | +5 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Longview, Tx | 20 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Southlake, Tx | 20 | 0 | 0 | 0 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Holyoke, Ma | 20 | 3 | 0 | +3 | 0.0% | |||
| E•••••• • K••••••••• W••••• M••••••••• independent RIA | Coral Gables, Fl · principal | 20 | 1 | 0 | +1 | 0.0% | |||
| S••••• F•••••••• S••••••••• I•• independent RIA | Columbus, Oh · principal | 20 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Indian Wells, Ca | 20 | 0 | 0 | 0 | 0.0% | |||
| T•• W••••• C••••••••• G•••• independent RIA | Overland Park, Ks | 20 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• national BD | New York, Ny | 20 | 2 | 0 | +2 | 0.0% | |||
| E• W••••• A••••••• independent RIA | Salt Lake City, Ut | 20 | 2 | 0 | +2 | 0.0% | |||
| V•••••• P•••••• W••••• independent RIA | Boise, Id · principal | 20 | 4 | 0 | +4 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Guilford, Ct | 20 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Fort S••••, Ar | 20 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Live Oak, Tx | 20 | 2 | 0 | +2 | 0.0% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Shrewsbury, Nj | 20 | 0 | 0 | 0 | 0.0% | |||
| W••••••• J•••• W••••• M••••••••• L•• independent RIA | New York, Ny · principal | 20 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lake Elmo, Mn | 20 | 1 | 0 | +1 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Ann Arbor, Mi | 20 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Missoula, Mt | 20 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Hunt Valley, Md | 20 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Fort Wayne, In | 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.