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 |
|---|---|---|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC BD affiliated | Overland Park, Ks | 18 | 4 | 0 | +4 | 0.0% | |||
| EMPIRICAL RESEARCH PARTNERS LLC state registered | New York, Ny | 18 | 0 | 0 | 0 | 0.0% | |||
| WELLS FARGO ADVISORS wirehouse | San Francisco, Ca | 18 | 3 | 0 | +3 | 0.0% | |||
| I••• W••••• P••••••• independent RIA | Houston, Tx · principal | 18 | 2 | 0 | +2 | 0.0% | |||
| A•••• • A••••••• G••••• P••••••• independent RIA | Holmdel, Nj | 18 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chagrin Falls, Oh | 18 | 0 | 0 | 0 | 0.0% | |||
| C••••••• institutional | Minnetonka, Mn | 18 | 1 | 0 | +1 | 0.0% | |||
| C•••••• independent RIA | Newport Beach, Ca | 18 | 4 | 0 | +4 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Greensboro, Nc | 18 | 4 | 0 | +4 | 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% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Altoona, Wi | 18 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chico, Ca | 18 | 0 | 0 | 0 | 0.0% | |||
| C••••••• institutional | Indianapolis, In | 18 | 3 | 0 | +3 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Albuquerque, Nm | 18 | 0 | 0 | 0 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Costa Mesa, Ca | 18 | 3 | 0 | +3 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Tacoma, Wa | 18 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Hickory, Nc | 18 | 2 | 0 | +2 | 0.0% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | St Cloud, Mn | 18 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Bonita Springs, Fl | 18 | 1 | 0 | +1 | 0.0% | 1 | ||
| I•••••• F••••• independent RIA | Charlotte, Nc · principal | 18 | 2 | 0 | +2 | 0.0% | |||
| C••••••• institutional | Dallas, Tx | 18 | 2 | 0 | +2 | 0.0% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Evansville, In | 18 | 3 | 0 | +3 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Stuart, Fl | 18 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Valencia, Ca | 18 | 2 | 0 | +2 | 0.0% | |||
| C••••••• institutional | Greenville, Sc | 18 | 2 | 0 | +2 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Santa Barbara, Ca | 18 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Frankfort, Il | 18 | 4 | 0 | +4 | 0.0% | |||
| H•••••••• P••••••• P••••••• independent RIA | St Charles, Il | 18 | 1 | 0 | +1 | 0.0% | |||
| T•••• C•••••• W••••• M••••••••• I•• independent RIA | St Charles, Il | 18 | 0 | 0 | 0 | 0.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Plymouth, Mn | 18 | 4 | 0 | +4 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Santa Rosa, Ca | 18 | 1 | 0 | +1 | 0.0% | |||
| R•••• • G•••••• W••••• M••••••••• independent RIA | The Woodlands, Tx · principal | 18 | 4 | 0 | +4 | 0.0% | |||
| G•••••• • C•••• I••• independent RIA | West Des Moines, Ia · principal | 18 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Cottonwood Heights, Ut | 18 | 0 | 0 | 0 | 0.0% | |||
| P••• G•••• F••••••••• I••• independent RIA | Oklahoma City, Ok · principal | 18 | 7 | 0 | +7 | 0.0% | 1 | ||
| R•••••• J•••• • A••••••••• I••• national BD | West Hartford, Ct | 18 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Columbus, Oh | 18 | 1 | 0 | +1 | 0.0% | |||
| C••••••• P••••••• independent RIA | Dallas, Tx | 18 | 3 | 0 | +3 | 0.0% | |||
| G••••• R••••••••• P••••••• L•• institutional | Boston, Ma | 18 | 7 | 0 | +7 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Bonita Springs, Fl | 18 | 11 | 0 | +11 | 0.0% | 1 | ||
| I•• W••••• M••••••••• L•• BD affiliated | Tampa, Fl | 18 | 6 | 0 | +6 | 0.0% | |||
| C••••••• A••••••• P•••••••• L•• independent RIA | Spokane, Wa · principal | 18 | 4 | 0 | +4 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Jacksonville, Fl | 18 | 2 | 0 | +2 | 0.0% | |||
| T•• F•••••••• A•••••••• L•• mixed wealth | Portland, Or · principal | 18 | 1 | 0 | +1 | 0.0% | |||
| O•••••••• W••••• P••••••• independent RIA | Aspen, Co · principal | 18 | 4 | 0 | +4 | 0.0% | |||
| C••••• P••••••• L•• independent RIA | Austin, Tx | 18 | 18 | 0 | +18 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | San Diego, Ca | 18 | 1 | 0 | +1 | 0.0% | |||
| F•••••••• M••••••••• S••••••••• I••• independent RIA | Broadview Hts, Oh | 18 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Greenbrae, Ca | 18 | 1 | 0 | +1 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Lake Elmo, Mn | 18 | 4 | 0 | +4 | 0.0% | |||
| P•••• • A••••••••• I••••••••• M••••••••• I••• independent RIA | Edina, Mn · principal | 17 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Roseville, Ca | 17 | 9 | 0 | +9 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Honolulu, Hi | 17 | 2 | 0 | +2 | 0.0% | |||
| F•••••••• C••••••••• I•• independent RIA | St Paul, Mn · principal | 17 | 1 | 0 | +1 | 0.0% | |||
| C••••• F•• F•••••••• P••••••• I•• independent RIA | Southfield, Mi · principal | 17 | 3 | 0 | +3 | 0.0% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Colorado Springs, Co | 17 | 1 | 0 | +1 | 0.0% | |||
| S•••••• W••••• S••••••••• L•• independent RIA | Houston, Tx · principal | 17 | 14 | 0 | +14 | 0.0% | 1 | ||
| R•••••• J•••• • A••••••••• I••• national BD | Plymouth, Mi | 17 | 3 | 0 | +3 | 0.0% | 1 | ||
| I•••• F••• A•••••••• I••• independent RIA | Irvine, Ca · principal | 17 | 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.