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 FINANCIAL LLC BD affiliated | Amherst, Ny | 16 | 3 | 0 | +3 | 0.0% | 1 | ||
| TD PRIVATE CLIENT WEALTH LLC BD affiliated | Boston, Ma | 16 | 7 | 0 | +7 | 0.0% | |||
| WELLS FARGO ADVISORS wirehouse | Katy, Tx | 16 | 5 | 0 | +5 | 0.0% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Tallahassee, Fl | 16 | 1 | 0 | +1 | 0.0% | |||
| F•••• S•••••• • C•• mixed wealth | Houston, Tx · principal | 16 | 0 | 0 | 0 | 0.0% | |||
| C••••• P••••••• L•• independent RIA | Mill Valley, Ca | 16 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Green Bay, Wi | 16 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Garden City, Ny | 16 | 1 | 0 | +1 | 0.0% | |||
| M••••• W••••• M••••••••• L•• independent RIA | Wayne, Pa | 16 | 3 | 0 | +3 | 0.0% | |||
| F••••••• S••••• A••••••• I••• bank affiliated | Chapel Hill, Nc · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| J•••••• W••••• M••••••••• independent RIA | Cleveland, Oh · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Madison, Wi | 16 | 5 | 0 | +5 | 0.0% | |||
| A•••••• P••••••• P•••••••• I••• BD affiliated | Lafayette, La | 16 | 16 | 0 | +16 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Westborough, Ma | 16 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Honolulu, Hi | 16 | 0 | 0 | 0 | 0.0% | |||
| T•• W••• C•••••• A••••••• L•• institutional | Overland Park, Ks · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Guaynabo, Pr | 16 | 2 | 0 | +2 | 0.0% | 1 | ||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Ft Mill, Sc | 16 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Duluth, Mn | 16 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Danbury, Ct | 16 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Valhalla, Ny | 16 | 0 | 0 | 0 | 0.0% | |||
| I••• I••••••••• S••••••••• I••• former | Miami, Fl · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| H•••• F•••••••• S•••••••• I••• independent RIA | Saginaw, Mi | 16 | 0 | 0 | 0 | 0.0% | |||
| I••••••• A••••••• S•••••••• L•• mixed wealth | New York, Ny | 16 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• national BD | Baton Rouge, La | 16 | 1 | 0 | +1 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Sarasota, Fl | 16 | 0 | 0 | 0 | 0.0% | |||
| K•••••• C•••••• M••••••••• other | St Louis, Mo · principal | 16 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• national BD | Grand Rapids, Mi | 16 | 1 | 0 | +1 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Winstonsalem, Nc | 16 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Manhattan, Ks | 16 | 1 | 0 | +1 | 0.0% | |||
| H••• S••••••••• •••• I••• BD affiliated | Brooklyn, Ny | 16 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Stamford, Ct | 16 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Wilmington, De | 16 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Gainesville, Ga | 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% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Newark, De | 16 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Monterey, Ca | 16 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Lake Forest, Il | 16 | 1 | 0 | +1 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Mckinney, Tx | 16 | 2 | 0 | +2 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Naples, Fl | 16 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Athens, Ga | 16 | 1 | 0 | +1 | 0.0% | |||
| N•••••••• B••••• B• L•• no RAUM | Jersey City, Nj | 16 | 4 | 0 | +4 | 0.0% | |||
| N••••• F•••••••• G••••• I••• independent RIA | Deerfield, Il · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Medford, Ma | 16 | 1 | 0 | +1 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Minneapolis, Mn | 16 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Elkhart, In | 16 | 0 | 0 | 0 | 0.0% | |||
| E•••••••• A•••••••• L•• national BD | Bethlehem, Pa | 16 | 0 | 0 | 0 | 0.0% | |||
| M•••• A•••• M••••••••• I••• independent RIA | Houston, Tx · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Woodbury, Mn | 16 | 5 | 0 | +5 | 0.0% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Mclean, Va | 16 | 1 | 0 | +1 | 0.0% | |||
| R••••••••• I••••• S••••••••• I••• independent RIA | Ann Arbor, Mi · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Renton, Wa | 16 | 1 | 0 | +1 | 0.0% | |||
| B••• F•••••••• G•••• independent RIA | San Francisco, Ca · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Santa Barbara, Ca | 16 | 0 | 0 | 0 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Lubbock, Tx | 16 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Bloomington, Il | 16 | 0 | 0 | 0 | 0.0% | |||
| W••••••••• R••••••••• A••••••• institutional | South Jordan, Ut | 16 | 2 | 0 | +2 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Bloomington, In | 16 | 1 | 0 | +1 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Alpharetta, Ga | 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.