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 |
|---|---|---|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC BD affiliated | Madison, Wi | 16 | 5 | 0 | +5 | 0.0% | |||
| RAYMOND JAMES & ASSOCIATES, INC. national BD | Honolulu, Hi | 16 | 0 | 0 | 0 | 0.0% | |||
| WELLS FARGO ADVISORS wirehouse | Duluth, Mn | 16 | 2 | 0 | +2 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Lubbock, Tx | 16 | 0 | 0 | 0 | 0.0% | |||
| H•••• F•••••••• S•••••••• I••• independent RIA | Saginaw, Mi | 16 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Westborough, Ma | 16 | 1 | 0 | +1 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Guaynabo, Pr | 16 | 2 | 0 | +2 | 0.0% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Bloomington, Il | 16 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Milwaukee, Wi | 16 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Valhalla, Ny | 16 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Athens, Ga | 16 | 1 | 0 | +1 | 0.0% | |||
| H••• S••••••••• •••• I••• BD affiliated | Brooklyn, Ny | 16 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• S••••••••• I••• BD affiliated | Bettendorf, Ia | 16 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• S••••••••• I••• BD affiliated | Ankeny, Ia | 16 | 0 | 0 | 0 | 0.0% | |||
| N••••• F•••••••• G••••• I••• independent RIA | Deerfield, Il · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Manalapan, Nj | 16 | 11 | 0 | +11 | 0.0% | 1 | ||
| R••••••••• C•••••• M••••••••• BD affiliated | Walnut Creek, Ca | 16 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Garden City, Ny | 16 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Gainesville, Ga | 16 | 1 | 0 | +1 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Bronx, Ny | 16 | 1 | 0 | +1 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Ft Mill, Sc | 16 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Stamford, Ct | 16 | 0 | 0 | 0 | 0.0% | |||
| N•••••••• B••••• B• L•• no RAUM | Jersey City, Nj | 16 | 4 | 0 | +4 | 0.0% | |||
| C••••• P••••••• L•• independent RIA | Mill Valley, Ca | 16 | 4 | 0 | +4 | 0.0% | |||
| E••••• J•••• national BD | Elkhart, In | 16 | 0 | 0 | 0 | 0.0% | |||
| W••••••••• R••••••••• A••••••• institutional | South Jordan, Ut | 16 | 2 | 0 | +2 | 0.0% | |||
| M•••• A•••• M••••••••• I••• independent RIA | Houston, Tx · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| B••• F•••••••• G•••• independent RIA | San Francisco, Ca · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Mclean, Va | 16 | 1 | 0 | +1 | 0.0% | |||
| A••••• W••••• M••••••••• independent RIA | Overland Park, Ks | 16 | 2 | 0 | +2 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Minneapolis, Mn | 16 | 2 | 0 | +2 | 0.0% | |||
| M••••• W••••• M••••••••• L•• independent RIA | Wayne, Pa | 16 | 3 | 0 | +3 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Loveland, Co | 16 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Santa Barbara, Ca | 16 | 0 | 0 | 0 | 0.0% | |||
| I••••••• A••••••• S•••••••• L•• mixed wealth | New York, Ny | 16 | 2 | 0 | +2 | 0.0% | |||
| P•••••• C••••• S•••••••• L•• BD affiliated | Appleton, Wi | 16 | 0 | 0 | 0 | 0.0% | |||
| C•••••• S••••••••• M••••••••• I••• independent RIA | Tampa, Fl | 16 | 0 | 0 | 0 | 0.0% | |||
| V•••••••• H•••••••• L•• independent RIA | Knoxville, Tn · principal | 16 | 3 | 0 | +3 | 0.0% | |||
| E•••••••• A•••••••• L•• national BD | Bethlehem, Pa | 16 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Woodbury, Mn | 16 | 5 | 0 | +5 | 0.0% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Perrysburg, Oh | 16 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Broomfield, Co | 16 | 1 | 0 | +1 | 0.0% | |||
| G•••••• F•••••••• P••••••• independent RIA | Columbus, Oh · principal | 16 | 0 | 0 | 0 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Boulder, Co | 16 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Palm Coast, Fl | 16 | 0 | 0 | 0 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Bloomington, In | 16 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Belleville, Il | 16 | 1 | 0 | +1 | 0.0% | |||
| C••••••• institutional | Uniontown, Oh | 16 | 2 | 0 | +2 | 0.0% | |||
| F•••••••• S••••••• I••• independent RIA | Raleigh, Nc · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| E• W••••• A••••••• independent RIA | Denver, Co | 16 | 5 | 0 | +5 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Philadelphia, Pa | 16 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Springfield, Mo | 16 | 1 | 0 | +1 | 0.0% | |||
| M•••••• BD affiliated | Coral Gables, Fl | 16 | 2 | 0 | +2 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Nashville, Tn | 16 | 4 | 0 | +4 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Mckinney, Tx | 16 | 2 | 0 | +2 | 0.0% | |||
| R••••••••• I••••• S••••••••• I••• independent RIA | Ann Arbor, Mi · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Lake Forest, Il | 16 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Tarrytown, Ny | 16 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Reston, Va | 16 | 1 | 0 | +1 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Wilmette, Il | 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.