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 | Basking Ridge, Nj | 16 | 2 | 0 | +2 | 0.0% | |||
| EDWARD JONES national BD | Manhattan, Ks | 16 | 1 | 0 | +1 | 0.0% | |||
| EDWARD JONES national BD | Melbourne, Fl | 16 | 3 | 0 | +3 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | New York City, Ny | 16 | 0 | 0 | 0 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Ft Mill, Sc | 16 | 3 | 0 | +3 | 0.0% | |||
| P•••••••• A••••••• national BD | Centerville, Oh | 16 | 0 | 0 | 0 | 0.0% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | Fort Lauderdale, Fl | 16 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Rapid City, Sd | 16 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Portage, Mi | 16 | 2 | 0 | +2 | 0.0% | |||
| T•• K•••• G•••• independent RIA | Bel Air, Md · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Leawood, Ks | 16 | 1 | 0 | +1 | 0.0% | |||
| G••••••• P••• G••••• A••••••• asset manager | Salt Lake City, Ut · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Mystic, Ct | 16 | 1 | 0 | +1 | 0.0% | |||
| C••••• P••••••• L•• independent RIA | Mill Valley, Ca | 16 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Pensacola, Fl | 16 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Lacey, Wa | 16 | 0 | 0 | 0 | 0.0% | |||
| L••••• W••••• M••••••••• L•• independent RIA | Memphis, Tn · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| I••••••• A••••••• S•••••••• L•• mixed wealth | New York, Ny | 16 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Burlington, Vt | 16 | 2 | 0 | +2 | 0.0% | |||
| T•••••• A•••••••• L•• independent RIA | Sarasota, Fl · principal | 16 | 4 | 0 | +4 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Oklahoma City, Ok | 16 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• L••• other | West Palm Beach, Fl | 16 | 5 | 0 | +5 | 0.0% | |||
| P•••••••• A••••••• national BD | Delray Beach, Fl | 16 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Baltimore, Md | 16 | 2 | 0 | +2 | 0.0% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Tallahassee, Fl | 16 | 1 | 0 | +1 | 0.0% | |||
| R•••••• P•••••••• J•••••• independent RIA | Vienna, Va · principal | 16 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Honolulu, Hi | 16 | 0 | 0 | 0 | 0.0% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Madison, Wi | 16 | 5 | 0 | +5 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Wendell, Nc | 16 | 0 | 0 | 0 | 0.0% | |||
| M••••••• C•••••• I••••••••• A••••••• I•• independent RIA | Westminster, Co · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | Boston, Ma | 16 | 7 | 0 | +7 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Garden City, Ny | 16 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• A••••••• national BD | Amherst, Ny | 16 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Lutherville, Md | 16 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• M••••••••• I••• independent RIA | Mobile, Al · principal | 16 | 2 | 0 | +2 | 0.0% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Amherst, Ny | 16 | 3 | 0 | +3 | 0.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Villa Hills, Ky | 16 | 0 | 0 | 0 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Guaynabo, Pr | 16 | 2 | 0 | +2 | 0.0% | 1 | ||
| J•••••• M••••••• W••••• M••••••••• L•• independent RIA | Florham Park, Nj · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Katy, Tx | 16 | 5 | 0 | +5 | 0.0% | |||
| H•••• F•••••••• S•••••••• I••• independent RIA | Saginaw, Mi | 16 | 0 | 0 | 0 | 0.0% | |||
| S••• W••••• A••••••• independent RIA | Plano, Tx · principal | 16 | 3 | 0 | +3 | 0.0% | |||
| C••• L•• BD affiliated | Amarillo, Tx | 16 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Westborough, Ma | 16 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Concord, Nh | 16 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Sherman, Tx | 16 | 1 | 0 | +1 | 0.0% | |||
| F•••• H•••••••• C••••••••• I••• BD affiliated | Lake St Louis, Mo | 16 | 8 | 0 | +8 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Valhalla, Ny | 16 | 0 | 0 | 0 | 0.0% | |||
| J•••••• W••••• M••••••••• independent RIA | Cleveland, Oh · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| R••••••••• I••••• S••••••••• I••• independent RIA | Ann Arbor, Mi · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Duluth, Mn | 16 | 2 | 0 | +2 | 0.0% | |||
| A••••• W••••• M••••••••• independent RIA | Overland Park, Ks | 16 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Lake Forest, Il | 16 | 1 | 0 | +1 | 0.0% | |||
| T•• W••• C•••••• A••••••• L•• institutional | Overland Park, Ks · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| S••••• W••••• M••••••••• independent RIA | Atlanta, Ga | 16 | 1 | 0 | +1 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Bronx, Ny | 16 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Danbury, Ct | 16 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Gainesville, Ga | 16 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Chandler, Az | 16 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Stamford, Ct | 16 | 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.