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 |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC BD affiliated | Pittsburgh, Pa | 17 | 1 | 0 | +1 | 0.0% | 1 | ||
| CHARLES SCHWAB & CO., INC. national BD | Honolulu, Hi | 17 | 2 | 0 | +2 | 0.0% | |||
| PRINCIPAL SECURITIES, INC. BD affiliated | Houston, Tx | 17 | 3 | 0 | +3 | 0.0% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Orange, Ca | 17 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Camp Hill, Pa | 17 | 0 | 0 | 0 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Oakbrook Terrace, Il | 17 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Flemington, Nj | 17 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Warren, Nj | 17 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Tulsa, Ok | 17 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Venice, Fl | 17 | 1 | 0 | +1 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Fort Lauderdale, Fl | 17 | 0 | 0 | 0 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Chesterfield, Mo | 17 | 1 | 0 | +1 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Fort Worth, Tx | 17 | 8 | 0 | +8 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Tucson, Az | 17 | 0 | 0 | 0 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Alexandria, Va | 17 | 4 | 0 | +4 | 0.0% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Needham, Ma | 17 | 7 | 0 | +7 | 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 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Gainesville, Ga | 17 | 5 | 0 | +5 | 0.0% | 1 | ||
| R•••••• J•••• • A••••••••• I••• national BD | Shreveport, La | 17 | 1 | 0 | +1 | 0.0% | |||
| F•••••••• S•••••••• independent RIA | Houston, Tx · principal | 17 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Bellevue, Wa | 17 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Burlington, Ky | 17 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Plymouth, Mi | 17 | 3 | 0 | +3 | 0.0% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Dayton, Oh | 17 | 6 | 0 | +6 | 0.0% | |||
| E••••• J•••• national BD | New Braunfels, Tx | 17 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | San Jose, Ca | 17 | 3 | 0 | +3 | 0.0% | 1 | ||
| E••••• J•••• national BD | Minot, Nd | 17 | 2 | 0 | +2 | 0.0% | |||
| B•••••• I••••••••• P•••••••• L• other | La Jolla, Ca · principal | 17 | 2 | 0 | +2 | 0.0% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Indianapolis, In | 17 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Mobile, Al | 17 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Port Jefferson, Ny | 17 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Bedford, Nh | 17 | 13 | 0 | +13 | 0.0% | 1 | ||
| C••••••• P••••••• independent RIA | Irvine, Ca | 17 | 8 | 0 | +8 | 0.0% | |||
| D•••••••• • C•••••• L•• BD affiliated | Williamsburg, Va | 17 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• A••••••• national BD | Cumming, Ga | 17 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Pittsburgh, Pa | 17 | 4 | 0 | +4 | 0.0% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Roseville, Ca | 17 | 9 | 0 | +9 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Chapel Hill, Nc | 17 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Doylestown, Pa | 17 | 2 | 0 | +2 | 0.0% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Florham P•••, Nj | 17 | 3 | 0 | +3 | 0.0% | |||
| R••••••••• I••••••••• independent RIA | Chicago, Il · principal | 17 | 1 | 0 | +1 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Portland, Or | 17 | 1 | 0 | +1 | 0.0% | |||
| C••••• C•••••• W••••• M••••••••• independent RIA | Martinsville, Nj · principal | 17 | 2 | 0 | +2 | 0.0% | |||
| M•••••• F•••••••• A•••••••• L•• independent RIA | Fremont, Ca · principal | 17 | 5 | 0 | +5 | 0.0% | |||
| H••••••• W••••• P••••••• independent RIA | Sherman Oaks, Ca · principal | 17 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Lutherville, Md | 16 | 1 | 0 | +1 | 0.0% | |||
| F•••• H•••••••• C••••••••• I••• BD affiliated | Lake St Louis, Mo | 16 | 8 | 0 | +8 | 0.0% | |||
| I•• W••••• P•••••••• L•• independent RIA | Waukesha, Wi · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Katy, Tx | 16 | 5 | 0 | +5 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Westborough, Ma | 16 | 1 | 0 | +1 | 0.0% | |||
| A••••• W••••• M••••••••• independent RIA | Overland Park, Ks | 16 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Bronx, Ny | 16 | 1 | 0 | +1 | 0.0% | |||
| C••••••• F•••••••• A••••••• I•• independent RIA | Downers Grove, Il · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| J•••••• M••••••• W••••• M••••••••• L•• independent RIA | Florham Park, Nj · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Green Bay, Wi | 16 | 1 | 0 | +1 | 0.0% | |||
| J•••••• W••••• M••••••••• independent RIA | Cleveland, Oh · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Alpharetta, Ga | 16 | 3 | 0 | +3 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Boise, Id | 16 | 2 | 0 | +2 | 0.0% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | Fort Lauderdale, Fl | 16 | 3 | 0 | +3 | 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.