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 |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC national BD | Grand Blanc, Mi | 20 | 0 | 0 | 0 | 0.0% | |||
| LIDO independent RIA | New York, Ny | 20 | 11 | 0 | +11 | 0.0% | 1 | ||
| SUMMIT FINANCIAL STRATEGIES INC independent RIA | Columbus, Oh · principal | 20 | 3 | 0 | +3 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Newport Beach, Ca | 20 | 10 | 0 | +10 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Mequon, Wi | 20 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• A••••••• national BD | New York, Ny | 20 | 2 | 0 | +2 | 0.0% | |||
| M••••• W••••• A••••••• independent RIA | Austin, Tx · principal | 20 | 2 | 0 | +2 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Guilford, Ct | 20 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Yakima, Wa | 20 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Lake Forest, Il | 20 | 2 | 0 | +2 | 0.0% | |||
| M••••• G••••• A••••••• I••• independent RIA | Dallas, Tx | 20 | 4 | 0 | +4 | 0.0% | 1 | ||
| M••••• S•••••• wirehouse | Yardley, Pa | 20 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Austin, Tx | 20 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Farmington, Ct | 20 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Fort Wayne, In | 20 | 1 | 0 | +1 | 0.0% | |||
| B••••••• F• E•••••• • C••••••• I••••••••• BD affiliated | Wheaton, Il | 20 | 3 | 0 | +3 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Fort Myers, Fl | 20 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | The Woodlands, Tx | 20 | 2 | 0 | +2 | 0.0% | |||
| E•••••• • K••••••••• W••••• M••••••••• independent RIA | Coral Gables, Fl · principal | 20 | 1 | 0 | +1 | 0.0% | |||
| T••••• P••••• W••••• M••••••••• mixed wealth | Concord, Ma · principal | 20 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Miamisburg, Oh | 20 | 0 | 0 | 0 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Bettendorf, Ia | 20 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Roseville,, Ca | 20 | 3 | 0 | +3 | 0.0% | |||
| M••••• S•••••• wirehouse | Upper St Clair, Pa | 20 | 1 | 0 | +1 | 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% | |||
| L•• F•••••••• L•• BD affiliated | Oakdale, Mn | 20 | 5 | 0 | +5 | 0.0% | |||
| E••••• J•••• national BD | Peachtree City, Ga | 20 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• national BD | Maumee, Oh | 20 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Niagara Falls, Ny | 20 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Nashua, Nh | 20 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Southlake, Tx | 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 | Missoula, Mt | 20 | 1 | 0 | +1 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Sioux Falls, Sd | 20 | 5 | 0 | +5 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Rockford, Il | 20 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Rancho Sante Fe, Ca | 20 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Live Oak, Tx | 20 | 2 | 0 | +2 | 0.0% | |||
| P•••••• M••••••••• G••••• L•• independent RIA | Clearwater, Fl · principal | 20 | 4 | 0 | +4 | 0.0% | |||
| T•• W••••• C••••••••• G•••• independent RIA | Overland Park, Ks | 20 | 0 | 0 | 0 | 0.0% | |||
| W••••••• J•••• W••••• M••••••••• L•• independent RIA | New York, Ny · principal | 20 | 1 | 0 | +1 | 0.0% | |||
| C•••••• C•••••• M••••••••• A•••••••• L•• independent RIA | Lisle, Il · principal | 20 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• national BD | Londonderry, Nh | 20 | 2 | 0 | +2 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Ann Arbor, Mi | 20 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lake Elmo, Mn | 20 | 1 | 0 | +1 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Milwaukee, Wi | 20 | 20 | 0 | +20 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Indian Wells, Ca | 20 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Fort S••••, Ar | 20 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Hunt Valley, Md | 20 | 0 | 0 | 0 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Lincoln, Ne | 20 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Longview, Tx | 20 | 2 | 0 | +2 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | San Francisco, Ca | 20 | 7 | 0 | +7 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Mooresville, Nc | 20 | 4 | 0 | +4 | 0.0% | |||
| H••••••• W••••• M••••••••• L•• independent RIA | Greenwood Village, Co · principal | 19 | 5 | 0 | +5 | 0.0% | |||
| S••• W••••• independent RIA | Hunt Valley, Md · principal | 19 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• W••••• P••••••• independent RIA | Coeur Dalene, Id | 19 | 8 | 0 | +8 | 0.0% | |||
| M••••• S•••••• wirehouse | Macon, Ga | 19 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Hunt Valley, Md | 19 | 8 | 0 | +8 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Las Vegas, Nv | 19 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Issaquah, Wa | 19 | 2 | 0 | +2 | 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.