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 |
|---|---|---|---|---|---|---|---|---|---|
| FENIMORE ASSET MANAGEMENT, INC. mixed wealth | Cobleskill, Ny · principal | 19 | 2 | 0 | +2 | 0.0% | |||
| HUB INVESTMENT PARTNERS, LLC independent RIA | Glen Allen, Va | 19 | 0 | 0 | 0 | 0.0% | |||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Seal Beach, Ca | 19 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Murfreesboro, Tn | 19 | 5 | 0 | +5 | 0.0% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Plymouth, Mn | 19 | 4 | 0 | +4 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Ridgewood, Nj | 19 | 0 | 0 | 0 | 0.0% | |||
| D•• A•••••• G••••• I••• independent RIA | Lutz, Fl · principal | 19 | 5 | 0 | +5 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | San Diego, Ca | 19 | 5 | 0 | +5 | 0.0% | |||
| E•••••••• independent RIA | Midvale, Ut · principal | 19 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• L••• other | Miami, Fl | 19 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mount Laurel, Nj | 19 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Monroeville, Pa | 19 | 3 | 0 | +3 | 0.0% | |||
| S••••••• BD affiliated | Winstonsalem, Nc | 19 | 1 | 0 | +1 | 0.0% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Winstonsalem, Nc | 19 | 0 | 0 | 0 | 0.0% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Chicago, Il | 19 | 19 | 0 | +19 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | Sunrise, Fl | 19 | 5 | 0 | +5 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Middlebury, Ct | 19 | 2 | 0 | +2 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | San Francisco, Ca | 19 | 0 | 0 | 0 | 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% | |||
| L•• F•••••••• L•• BD affiliated | Maryville, Tn | 19 | 3 | 0 | +3 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Marietta, Ga | 19 | 3 | 0 | +3 | 0.0% | |||
| M••••• S•••••• wirehouse | Macon, Ga | 19 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Glastonbury, Ct | 19 | 1 | 0 | +1 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Las Vegas, Nv | 19 | 3 | 0 | +3 | 0.0% | |||
| C•••••• A••••••• BD affiliated | Lombard, Il | 19 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Bozeman, Mt | 19 | 3 | 0 | +3 | 0.0% | |||
| A•••• W••••• A•••••••• L•• BD affiliated | New York, Ny | 19 | 7 | 0 | +7 | 0.0% | |||
| H••••••• W••••• M••••••••• L•• independent RIA | Greenwood Village, Co · principal | 19 | 5 | 0 | +5 | 0.0% | |||
| C••••••• A•••• M••••••••• I•• institutional | San Diego, Ca · principal | 19 | 2 | 0 | +2 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Baton Rouge, La | 19 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Thousand Oaks, Ca | 19 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Issaquah, Wa | 19 | 2 | 0 | +2 | 0.0% | |||
| S••••••••• W•••••• L•• no RAUM | Dubuque, Ia · principal | 19 | 19 | 0 | +19 | 0.0% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Kentwood, Mi | 19 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Hunt Valley, Md | 19 | 8 | 0 | +8 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Grandville, Mi | 19 | 0 | 0 | 0 | 0.0% | |||
| F••••••• P•••••• L•••••• L•• independent RIA | Raleigh, Nc · principal | 19 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Danvers, Ma | 19 | 3 | 0 | +3 | 0.0% | 1 | ||
| M••••• S•••••• wirehouse | East Lansing, Mi | 19 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Quincy, Ma | 19 | 4 | 0 | +4 | 0.0% | |||
| F•••••••• M••••••••• N•••••• I•• independent RIA | Mission Viejo, Ca · principal | 19 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Norwell, Ma | 19 | 6 | 0 | +6 | 0.0% | |||
| V•• H••••• F•••••••• A••••••• independent RIA | El Dorado Hills, Ca · principal | 19 | 5 | 0 | +5 | 0.0% | |||
| B••• A••••••• independent RIA | Montgomeryville, Pa · principal | 19 | 5 | 0 | +5 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Newport News, Va | 19 | 1 | 0 | +1 | 0.0% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated | Pittsford, Ny | 19 | 4 | 0 | +4 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Fort Lauderdale, Fl | 19 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Merrillville, In | 19 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | The Villages, Fl | 19 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Lynnwood, Wa | 19 | 2 | 0 | +2 | 0.0% | |||
| S••••• W••••• A•••••••• I••• no RAUM | San Diego, Ca | 19 | 8 | 0 | +8 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | West Conshohocken, Pa | 19 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Amarillo, Tx | 19 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Augusta, Ga | 19 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Everett, Wa | 19 | 1 | 0 | +1 | 0.0% | |||
| S•••••• I••••••••• M••••••••• L•• independent RIA | Altamonte Springs, Fl · principal | 19 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Ellicott City, Md | 19 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | York, Pa | 19 | 1 | 0 | +1 | 0.0% | |||
| T••••••• S••••• • W••••••• L•• asset manager | Richmond, Va · principal | 19 | 0 | 0 | 0 | 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.