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 |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY wirehouse | Reston, Va | 16 | 1 | 0 | +1 | 0.0% | |||
| LPL FINANCIAL LLC BD affiliated | Mclean, Va | 16 | 1 | 0 | +1 | 0.0% | |||
| WELLS FARGO ADVISORS wirehouse | Lafayette, La | 16 | 0 | 0 | 0 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Bronx, Ny | 16 | 1 | 0 | +1 | 0.0% | |||
| G•••••• F•••••••• P••••••• independent RIA | Columbus, Oh · principal | 16 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Broomfield, Co | 16 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Santa Barbara, Ca | 16 | 0 | 0 | 0 | 0.0% | |||
| S•••••• F•••••••• G••••• L••••• independent RIA | Mayfield Heights, Oh | 16 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Vacaville, Ca | 16 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Belleville, Il | 16 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Mystic, Ct | 16 | 2 | 0 | +2 | 0.0% | |||
| H••• S••••••••• •••• I••• BD affiliated | Brooklyn, Ny | 16 | 0 | 0 | 0 | 0.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Timonium, Md | 16 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Denver, Co | 16 | 12 | 0 | +12 | 0.0% | |||
| M••••• W••••• M••••••••• L•• independent RIA | Wayne, Pa | 16 | 3 | 0 | +3 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Albuquerque, Nm | 16 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Ft Mill, Sc | 16 | 3 | 0 | +3 | 0.0% | |||
| C••••• P••••••• L•• independent RIA | Mill Valley, Ca | 16 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Boulder, Co | 16 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Palm Coast, Fl | 16 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Woodbury, Mn | 16 | 5 | 0 | +5 | 0.0% | 1 | ||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Philadelphia, Pa | 16 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Annapolis, Md | 16 | 2 | 0 | +2 | 0.0% | |||
| C••••••• A•••• M••••••••• C••••••• L•• mixed wealth | Boston, Ma · principal | 16 | 1 | 0 | +1 | 0.0% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated | Los Angeles, Ca | 16 | 1 | 0 | +1 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Nashville, Tn | 16 | 4 | 0 | +4 | 0.0% | |||
| I••••••• A••••••• S•••••••• L•• mixed wealth | New York, Ny | 16 | 2 | 0 | +2 | 0.0% | |||
| G•••••••• W••••• P••••••• BD affiliated | Omaha, Ne | 16 | 2 | 0 | +2 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Guaynabo, Pr | 16 | 2 | 0 | +2 | 0.0% | 1 | ||
| O••••••••• • C•• I••• BD affiliated | Warrington, Pa | 16 | 2 | 0 | +2 | 0.0% | |||
| C••••• A•••• M••••••••• independent RIA | Newport Beach, Ca · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Perrysburg, Oh | 16 | 1 | 0 | +1 | 0.0% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated | Cleveland, Oh | 16 | 1 | 0 | +1 | 0.0% | |||
| E•••••••• A•••••••• L•• national BD | Bethlehem, Pa | 16 | 0 | 0 | 0 | 0.0% | |||
| W••••• A••••••••• L•• independent RIA | Mountain View, Ca · principal | 16 | 2 | 0 | +2 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Atlanta North Point, Ga | 15 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Fairhope, Al | 15 | 1 | 0 | +1 | 0.0% | |||
| O••••••••• • C•• I••• BD affiliated | Leawood, Ks | 15 | 1 | 0 | +1 | 0.0% | |||
| A••• A•••••••• I••• asset manager | Denver, Co · principal | 15 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Wappingers Falls, Ny | 15 | 2 | 0 | +2 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Grand Rapids, Mi | 15 | 7 | 0 | +7 | 0.0% | |||
| B••• R•••• W••••• P••••••• independent RIA | Knoxville, Tn · principal | 15 | 3 | 0 | +3 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Bowling Green Park Plaza, Ky | 15 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Columbia, Md | 15 | 2 | 0 | +2 | 0.0% | |||
| R• F• L••••••• • C••• I••• BD affiliated | New York, Ny · principal | 15 | 0 | 0 | 0 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Salt Lake City, Ut | 15 | 1 | 0 | +1 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Lexington, Sc | 15 | 2 | 0 | +2 | 0.0% | |||
| C•••••• C•••••• M••••••••• L•• independent RIA | Houston, Tx · principal | 15 | 1 | 0 | +1 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Arlington, Tx | 15 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Sarasota, Fl | 15 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Midvale, Ut | 15 | 4 | 0 | +4 | 0.0% | |||
| B•••• F•••••••• A••••••• I•• independent RIA | Charlotte, Nc · principal | 15 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Asheville, Nc | 15 | 0 | 0 | 0 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Bakersfield, Ca | 15 | 0 | 0 | 0 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Reston, Va | 15 | 0 | 0 | 0 | 0.0% | |||
| P•••• F•••••••• independent RIA | Houston, Tx · principal | 15 | 3 | 0 | +3 | 0.0% | |||
| A•••• P•••••• W••••• A••••••• independent RIA | Red Bank, Nj · principal | 15 | 4 | 0 | +4 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Melville, Ny | 15 | 0 | 0 | 0 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Dublin, Oh | 15 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Kalamazoo, Mi | 15 | 1 | 0 | +1 | 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.