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 |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC national BD | West Chester, Oh | 15 | 1 | 0 | +1 | 0.0% | |||
| ROBERT W. BAIRD & CO. INCORPORATED mixed wealth | Naples, Fl | 15 | 0 | 0 | 0 | 0.0% | |||
| ALPS ADVISORS, INC. asset manager | Denver, Co · principal | 15 | 0 | 0 | 0 | 0.0% | |||
| O••••••••• • C•• I••• BD affiliated | Leawood, Ks | 15 | 1 | 0 | +1 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Los Angeles, Ca | 15 | 4 | 0 | +4 | 0.0% | |||
| A••••• P••••••• G••••• I••• independent RIA | Columbia, Sc · principal | 15 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Fairhope, Al | 15 | 1 | 0 | +1 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Lexington, Sc | 15 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Columbia, Md | 15 | 2 | 0 | +2 | 0.0% | |||
| E•••••••• A•••••••• L•• national BD | Omaha, Ne | 15 | 0 | 0 | 0 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Mesa, Az | 15 | 1 | 0 | +1 | 0.0% | |||
| R• F• L••••••• • C••• I••• BD affiliated | New York, Ny · principal | 15 | 0 | 0 | 0 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Sarasota, Fl | 15 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Asheville, Nc | 15 | 0 | 0 | 0 | 0.0% | |||
| B••• R•••• W••••• P••••••• independent RIA | Knoxville, Tn · principal | 15 | 3 | 0 | +3 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Grand Rapids, Mi | 15 | 7 | 0 | +7 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Whittier, Ca | 15 | 1 | 0 | +1 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Aventura, Fl | 15 | 3 | 0 | +3 | 0.0% | |||
| I•••••••• A••••••• S•••••••• independent RIA | Urbandale, Ia | 15 | 3 | 0 | +3 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Lincoln, Ne | 15 | 0 | 0 | 0 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Bakersfield, Ca | 15 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | South Boston, Ma | 15 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Wappingers Falls, Ny | 15 | 2 | 0 | +2 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Arlington, Tx | 15 | 2 | 0 | +2 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Bowling Green Park Plaza, Ky | 15 | 2 | 0 | +2 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Wakefield, Ma | 15 | 3 | 0 | +3 | 0.0% | |||
| A•••• P•••••• W••••• A••••••• independent RIA | Red Bank, Nj · principal | 15 | 4 | 0 | +4 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Atlanta North Point, Ga | 15 | 0 | 0 | 0 | 0.0% | |||
| P•••• F•••••••• independent RIA | Houston, Tx · principal | 15 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | San Rafael, Ca | 15 | 0 | 0 | 0 | 0.0% | |||
| S••••• C•••••• M••••••••• I••• independent RIA | Dubuque, Ia · principal | 15 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• national BD | Scottsdale, Az | 15 | 4 | 0 | +4 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Reston, Va | 15 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | San Francisco, Ca | 15 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | New Orleans, La | 15 | 0 | 0 | 0 | 0.0% | |||
| L••••• O•• W••••• M••••••••• L•• independent RIA | Marlton, Nj · principal | 15 | 5 | 0 | +5 | 0.0% | |||
| S•••• B•••••• M••••••••• independent RIA | Chicago, Il · principal | 15 | 12 | 0 | +12 | 0.0% | |||
| S••••••••• F•••••••• G•••• independent RIA | San Rafael, Ca · principal | 15 | 15 | 0 | +15 | 0.0% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Midvale, Ut | 15 | 4 | 0 | +4 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Salt Lake City, Ut | 15 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Reston, Va | 15 | 2 | 0 | +2 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Dublin, Oh | 15 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• national BD | Salinas, Ca | 15 | 2 | 0 | +2 | 0.0% | |||
| P•••••• W••••• M••••••••• G••••• L•• independent RIA | Plano, Tx · principal | 15 | 1 | 0 | +1 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Melville, Ny | 15 | 0 | 0 | 0 | 0.0% | |||
| S••••••••• C•••••• M••••••••• independent RIA | Annapolis, Md · principal | 15 | 2 | 0 | +2 | 0.0% | |||
| A•• P•••••• W••••• P•••••••• L•• independent RIA | West Palm Beach, Fl · principal | 15 | 1 | 0 | +1 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Marietta, Ga | 15 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Waltham, Ma | 15 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Springfield, Ma | 15 | 3 | 0 | +3 | 0.0% | 1 | ||
| C•••••• C••••• G••••• I••• no RAUM | Irvine, Ca | 15 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Idaho Falls, Id | 15 | 2 | 0 | +2 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Plantation, Fl | 15 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Leesburg, Va | 15 | 1 | 0 | +1 | 0.0% | |||
| V•••••• P•••• W••••• M••••••••• independent RIA | Plymouth, Mn · principal | 15 | 3 | 0 | +3 | 0.0% | |||
| W••••••••• A••••••• independent RIA | San Rafael, Ca | 15 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Simpsonville, Sc | 15 | 0 | 0 | 0 | 0.0% | |||
| B•••• A•••• M••••••••• G••••• I••• independent RIA | Chesterfield, Mo · principal | 15 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• independent RIA | Boston, Ma · principal | 15 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | New Haven, Ct | 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.