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 |
|---|---|---|---|---|---|---|---|---|---|
| A.G.P / ALLIANCE GLOBAL PARTNERS independent RIA | Holmdel, Nj | 18 | 2 | 0 | +2 | 0.0% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | East Lansing, Mi | 18 | 3 | 0 | +3 | 0.0% | |||
| LPL FINANCIAL LLC BD affiliated | Bonita Springs, Fl | 18 | 1 | 0 | +1 | 0.0% | 1 | ||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Birmingham, Al | 18 | 0 | 0 | 0 | 0.0% | |||
| A••• A••••••• P••••••• BD affiliated | Littleton, Co | 18 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fargo, Nd | 18 | 0 | 0 | 0 | 0.0% | |||
| W•••••• A•••••••• L•• independent RIA | Charlotte, Nc · principal | 18 | 1 | 0 | +1 | 0.0% | |||
| M••••• W••••• M••••••••• L•• independent RIA | Charlotte, Nc | 18 | 7 | 0 | +7 | 0.0% | |||
| H•••••••• B••••••• F•••••••• P••••••• L•• independent RIA | Pittsburgh, Pa · principal | 18 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Napa, Ca | 18 | 4 | 0 | +4 | 0.0% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Florham Park, Nj | 18 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chagrin Falls, Oh | 18 | 0 | 0 | 0 | 0.0% | |||
| J• S••••••••• L•• independent RIA | Gainesville, Ga · principal | 18 | 4 | 0 | +4 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chico, Ca | 18 | 0 | 0 | 0 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Tacoma, Wa | 18 | 0 | 0 | 0 | 0.0% | |||
| C••• L•• BD affiliated | Scottsdale, Az | 18 | 2 | 0 | +2 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Plymouth, Mi | 18 | 2 | 0 | +2 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Stuart, Fl | 18 | 1 | 0 | +1 | 0.0% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Westport, Ct | 18 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Ann Arbor, Mi | 18 | 4 | 0 | +4 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Costa Mesa, Ca | 18 | 3 | 0 | +3 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Tucson, Az | 18 | 2 | 0 | +2 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Tulsa, Ok | 18 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | College Station, Tx | 18 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Daytona Beach, Fl | 18 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• L••• other | Boston, Ma | 18 | 4 | 0 | +4 | 0.0% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Carmel, In | 18 | 1 | 0 | +1 | 0.0% | |||
| H•••••• I••••••••• I••• independent RIA | Fitchburg, Wi | 18 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | West Valley City, Ut | 18 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Carson City, Nv | 18 | 1 | 0 | +1 | 0.0% | |||
| P••• G•••• F••••••••• I••• independent RIA | Oklahoma City, Ok · principal | 18 | 7 | 0 | +7 | 0.0% | 1 | ||
| P•••••••• W••••• P•••••••• L•• independent RIA | Houston, Tx · principal | 18 | 2 | 0 | +2 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Santa Barbara, Ca | 18 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lafayette, La | 18 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Broken Arrow, Ok | 18 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Hickory, Nc | 18 | 2 | 0 | +2 | 0.0% | 1 | ||
| B••• W•••••••• A•••• M••••••••• L•• other | Cleveland, Oh · principal | 18 | 0 | 0 | 0 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Jacksonville, Fl | 18 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Frankfort, Il | 18 | 4 | 0 | +4 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Irvine, Ca | 18 | 6 | 0 | +6 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Altoona, Wi | 18 | 0 | 0 | 0 | 0.0% | |||
| I••• W••••• P••••••• independent RIA | Houston, Tx · principal | 18 | 2 | 0 | +2 | 0.0% | |||
| F••••• N•••• F•••••• D•••••• I••••••••• independent RIA | Washington, Dc · principal | 18 | 1 | 0 | +1 | 0.0% | |||
| O••••••••• • C•• I••• BD affiliated | Scottsdale, Az | 18 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Syracuse, Ut | 18 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Lake Oswego, Or | 18 | 4 | 0 | +4 | 0.0% | |||
| M••••• G••••• A••••••• I••• independent RIA | San Francisco, Ca | 18 | 7 | 0 | +7 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | St Cloud, Mn | 18 | 2 | 0 | +2 | 0.0% | |||
| M••••• G••••• A••••••• I••• independent RIA | San Diego, Ca | 18 | 3 | 0 | +3 | 0.0% | |||
| C•••••• independent RIA | Newport Beach, Ca | 18 | 4 | 0 | +4 | 0.0% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Evansville, In | 18 | 3 | 0 | +3 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Chapel Hill, Nc | 18 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Columbus, Oh | 18 | 0 | 0 | 0 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Carmel, Ca | 18 | 1 | 0 | +1 | 0.0% | |||
| C••• S••••• P••••••• BD affiliated | Fredericksburg, Va | 18 | 3 | 0 | +3 | 0.0% | |||
| C••••••• institutional | Indianapolis, In | 18 | 3 | 0 | +3 | 0.0% | |||
| H•••••••• P••••••• P••••••• independent RIA | St Charles, Il | 18 | 1 | 0 | +1 | 0.0% | |||
| C••••••• institutional | Minnetonka, Mn | 18 | 1 | 0 | +1 | 0.0% | |||
| 1••• W••••• independent RIA | San Antonio, Tx · principal | 18 | 4 | 0 | +4 | 0.0% | |||
| B••••• H••••• independent RIA | Dallas, Tx · principal | 18 | 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.