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 | Palos Heights, Il | 17 | 2 | 0 | +2 | 0.0% | |||
| EDWARD JONES national BD | Winona, Mn | 17 | 1 | 0 | +1 | 0.0% | |||
| CHARLES SCHWAB & CO., INC. national BD | Santa Barbara, Ca | 17 | 3 | 0 | +3 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Mount Pleasant, Sc | 17 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Flemington, Nj | 17 | 1 | 0 | +1 | 0.0% | |||
| C•••••• I•• A•••••••• L•• independent RIA | Conshohocken, Pa · principal | 17 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A•••••••• L•• BD affiliated | San Antonio, Tx | 17 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Fairview Park, Oh | 17 | 3 | 0 | +3 | 0.0% | |||
| P•••••••• A••••••• national BD | Clifton Park, Ny | 17 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Toledo, Oh | 17 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Wauwatosa, Wi | 17 | 4 | 0 | +4 | 0.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Johnson City, Tn | 17 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Athens, Ga | 17 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Huntington Beach, Ca | 17 | 4 | 0 | +4 | 0.0% | |||
| M••••• S•••••• wirehouse | Anchorage, Ak | 17 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Dunmore, Pa | 17 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Twin Falls, Id | 17 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Hooksett, Nh | 17 | 1 | 0 | +1 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Providence, Ri | 17 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Holladay, Ut | 17 | 1 | 0 | +1 | 0.0% | |||
| F•••••••• C••••••••• G•••• institutional | Greenwood Village, Co · principal | 17 | 2 | 0 | +2 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Raleigh, Nc | 17 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Camp Hill, Pa | 17 | 0 | 0 | 0 | 0.0% | |||
| M••• S••••• R••••••• L•• independent RIA | Lakeville, Ct · principal | 17 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Deerfield, Il | 17 | 4 | 0 | +4 | 0.0% | 1 | ||
| S••• G••••• I••••••••• L•• other | Durango, Co · principal | 17 | 0 | 0 | 0 | 0.0% | |||
| E•••••• W••••• M••••••••• L•• independent RIA | South Jordan, Ut · principal | 17 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Tigard, Or | 17 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Sonoma, Ca | 17 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Oakbrook Terrace, Il | 17 | 0 | 0 | 0 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Honolulu, Hi | 17 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Madison, Wi | 17 | 0 | 0 | 0 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Chesterfield, Mo | 17 | 1 | 0 | +1 | 0.0% | |||
| C•••••• T•••• • C••••••• I••• independent RIA | Atlanta, Ga · principal | 17 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Lake Oswego, Or | 17 | 1 | 0 | +1 | 0.0% | |||
| A•• C•••••• M••••••••• L•• asset manager | Bethesda, Md · principal | 17 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Roswell, Ga | 17 | 2 | 0 | +2 | 0.0% | 2 | ||
| R••••••••• I••••••••• independent RIA | Chicago, Il · principal | 17 | 1 | 0 | +1 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Fort Worth, Tx | 17 | 8 | 0 | +8 | 0.0% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Orange, Ca | 17 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• S••••••••• I••• BD affiliated | Melville, Ny | 17 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Fort Lauderdale, Fl | 17 | 0 | 0 | 0 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Alexandria, Va | 17 | 4 | 0 | +4 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bonita Springs, Fl | 17 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Pittsburgh, Pa | 17 | 1 | 0 | +1 | 0.0% | 1 | ||
| P•••••••• S••••••••• I••• BD affiliated | Houston, Tx | 17 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Tucson, Az | 17 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | San Jose, Ca | 17 | 3 | 0 | +3 | 0.0% | 1 | ||
| C••••• P••••••• L•• independent RIA | Denver, Co | 17 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Temecula, Ca | 17 | 1 | 0 | +1 | 0.0% | |||
| T•••••• S•••••••• W••••• independent RIA | Tulsa, Ok · principal | 17 | 17 | 0 | +17 | 0.0% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Concord, Ca | 17 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Bellevue, Wa | 17 | 4 | 0 | +4 | 0.0% | |||
| E••••• J•••• national BD | New Braunfels, Tx | 17 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Plymouth, Mi | 17 | 3 | 0 | +3 | 0.0% | 1 | ||
| F•••• P••••••• W•••••• L•• independent RIA | Needham, Ma | 17 | 7 | 0 | +7 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | Anchorage, Ak | 17 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Minot, Nd | 17 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Roseville, Ca | 17 | 9 | 0 | +9 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Shreveport, La | 17 | 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.