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 |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD JONES national BD | Elkhart, In | 16 | 0 | 0 | 0 | 0.0% | |||
| CAPITOL SECURITIES MANAGEMENT, INC. independent RIA | Tampa, Fl | 16 | 0 | 0 | 0 | 0.0% | |||
| THRIVENT INVESTMENT MANAGEMENT INC. BD affiliated | Loveland, Co | 16 | 2 | 0 | +2 | 0.0% | |||
| B••• F•••••••• G•••• independent RIA | San Francisco, Ca · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| V•••••••• H•••••••• L•• independent RIA | Knoxville, Tn · principal | 16 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Stamford, Ct | 16 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Mclean, Va | 16 | 1 | 0 | +1 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Bronx, Ny | 16 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Woodbury, Mn | 16 | 5 | 0 | +5 | 0.0% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Bethlehem, Pa | 16 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Santa Barbara, Ca | 16 | 0 | 0 | 0 | 0.0% | |||
| H••• S••••••••• •••• I••• BD affiliated | Brooklyn, Ny | 16 | 0 | 0 | 0 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | Creve Coeur, Mo | 16 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Broomfield, Co | 16 | 1 | 0 | +1 | 0.0% | |||
| F•••••••• S••••••• I••• independent RIA | Raleigh, Nc · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Cherry Hill, Nj | 16 | 5 | 0 | +5 | 0.0% | |||
| M••••• S•••••• wirehouse | Springfield, Mo | 16 | 1 | 0 | +1 | 0.0% | |||
| G•••••• F•••••••• P••••••• independent RIA | Columbus, Oh · principal | 16 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Cheektowaga, Ny | 16 | 3 | 0 | +3 | 0.0% | |||
| M•••••• BD affiliated | Coral Gables, Fl | 16 | 2 | 0 | +2 | 0.0% | |||
| M•••••• BD affiliated | Bloomington, Mn | 16 | 7 | 0 | +7 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Ft Mill, Sc | 16 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Belleville, Il | 16 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Waterbury, Ct | 16 | 4 | 0 | +4 | 0.0% | |||
| C••••• P••••••• L•• independent RIA | Mill Valley, Ca | 16 | 4 | 0 | +4 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Campbell, Ca | 16 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Reston, Va | 16 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Palm Coast, Fl | 16 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Perrysburg, Oh | 16 | 1 | 0 | +1 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Philadelphia, Pa | 16 | 1 | 0 | +1 | 0.0% | |||
| C••••••• institutional | Uniontown, Oh | 16 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Westfield, Nj | 16 | 3 | 0 | +3 | 0.0% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Wausau, Wi | 16 | 1 | 0 | +1 | 0.0% | |||
| M••••• W••••• M••••••••• L•• independent RIA | Wayne, Pa | 16 | 3 | 0 | +3 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Bloomington, Mn | 16 | 0 | 0 | 0 | 0.0% | |||
| I••••••• A••••••• S•••••••• L•• mixed wealth | New York, Ny | 16 | 2 | 0 | +2 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Bloomington, In | 16 | 1 | 0 | +1 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Boulder, Co | 16 | 0 | 0 | 0 | 0.0% | |||
| O••••••••• • C•• I••• BD affiliated | Warrington, Pa | 16 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Mystic, Ct | 16 | 2 | 0 | +2 | 0.0% | |||
| G•••••••• W••••• P••••••• BD affiliated | Omaha, Ne | 16 | 2 | 0 | +2 | 0.0% | |||
| A••••• W••••• M••••••••• L•• independent RIA | Franklin, Tn · principal | 16 | 3 | 0 | +3 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Albuquerque, Nm | 16 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Akron, Oh | 16 | 1 | 0 | +1 | 0.0% | |||
| F••••••• F•••••••• A•••••••• L•• independent RIA | Raleigh, Nc · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Bloomington, Mn | 16 | 3 | 0 | +3 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Cheshire, Ct | 16 | 4 | 0 | +4 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Wilmette, Il | 16 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Tarrytown, Ny | 16 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Lafayette, La | 16 | 0 | 0 | 0 | 0.0% | |||
| R••••••••• I••••• S••••••••• I••• independent RIA | Ann Arbor, Mi · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| I••••••••• W••••• C••••••• L•• independent RIA | Modesto, Ca | 16 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Lake Forest, Il | 16 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Midland, Mi | 16 | 4 | 0 | +4 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Aurora, Co | 16 | 3 | 0 | +3 | 0.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Timonium, Md | 16 | 2 | 0 | +2 | 0.0% | |||
| S•••• M•••• • C•• BD affiliated | Clayton, Mo · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| S•••••• F•••••••• G••••• L••••• independent RIA | Mayfield Heights, Oh | 16 | 3 | 0 | +3 | 0.0% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated | New York, Ny | 16 | 1 | 0 | +1 | 0.0% | |||
| G•••• S••••• former | Newport Beach, Ca · principal | 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.