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 |
|---|---|---|---|---|---|---|---|---|---|
| ROFFMAN MILLER ASSOCIATES INC independent RIA | Philadelphia, Pa · principal | 15 | 0 | 0 | 0 | 0.0% | |||
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC BD affiliated | San Francisco, Ca | 15 | 0 | 0 | 0 | 0.0% | |||
| STATE FARM INVESTMENT MANAGEMENT CORP. asset manager | Arlington, Tx | 15 | 2 | 0 | +2 | 0.0% | |||
| B••• R•••• W••••• P••••••• independent RIA | Knoxville, Tn · principal | 15 | 3 | 0 | +3 | 0.0% | |||
| D••• I••••••••• A••••••• I•• mixed wealth | Waukesha, Wi · principal | 15 | 3 | 0 | +3 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Raleigh, Nc | 15 | 2 | 0 | +2 | 0.0% | |||
| C••••••••• C••••••••• A••••••• S•••••••• independent RIA | Seattle, Wa | 15 | 15 | 0 | +15 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Plantation, Fl | 15 | 0 | 0 | 0 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Bakersfield, Ca | 15 | 0 | 0 | 0 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Peoria Heights, Il | 15 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• A••••••• national BD | Pittsburgh, Pa | 15 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Nanuet, Ny | 15 | 3 | 0 | +3 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Fort Worth, Tx | 15 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• A••••••• national BD | Gillette, Wy | 15 | 0 | 0 | 0 | 0.0% | |||
| A•••• P•••••• W••••• A••••••• independent RIA | Red Bank, Nj · principal | 15 | 4 | 0 | +4 | 0.0% | |||
| E••••• J•••• national BD | New Orleans, La | 15 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Midvale, Ut | 15 | 4 | 0 | +4 | 0.0% | |||
| S•••• B•••••• M••••••••• independent RIA | Chicago, Il · principal | 15 | 12 | 0 | +12 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Portsmouth, Nh | 15 | 0 | 0 | 0 | 0.0% | |||
| P•••••• W••••• M••••••••• G••••• L•• independent RIA | Plano, Tx · principal | 15 | 1 | 0 | +1 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Bowling Green Park Plaza, Ky | 15 | 2 | 0 | +2 | 0.0% | |||
| S••••••••• C•••••• M••••••••• independent RIA | Annapolis, Md · principal | 15 | 2 | 0 | +2 | 0.0% | |||
| L••••• O•• W••••• M••••••••• L•• independent RIA | Marlton, Nj · principal | 15 | 5 | 0 | +5 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Raleigh, Nc | 15 | 5 | 0 | +5 | 0.0% | |||
| U••••••• I••••••••• A•••••••• I••• independent RIA | Albemarle, Nc · principal | 15 | 2 | 0 | +2 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Marietta, Ga | 15 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Wappingers Falls, Ny | 15 | 2 | 0 | +2 | 0.0% | |||
| A•• P•••••• W••••• P•••••••• L•• independent RIA | West Palm Beach, Fl · principal | 15 | 1 | 0 | +1 | 0.0% | |||
| P•••• F•••••••• independent RIA | Houston, Tx · principal | 15 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Whittier, Ca | 15 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Las Vegas, Nv | 15 | 2 | 0 | +2 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Moosic, Pa | 15 | 2 | 0 | +2 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Salt Lake City, Ut | 15 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lexington, Ky | 15 | 1 | 0 | +1 | 0.0% | |||
| V•••••• P•••• W••••• M••••••••• independent RIA | Plymouth, Mn · principal | 15 | 3 | 0 | +3 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Reston, Va | 15 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Saint Louis, Mo | 15 | 1 | 0 | +1 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Atlanta North Point, Ga | 15 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Leesburg, Va | 15 | 1 | 0 | +1 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Brea, Ca | 15 | 3 | 0 | +3 | 0.0% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated | Fulton, Md | 15 | 0 | 0 | 0 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Dublin, Oh | 15 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Springfield, Ma | 15 | 3 | 0 | +3 | 0.0% | 1 | ||
| H•••••••• A•••••••• L•• BD affiliated | Boca Raton, Fl | 15 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Idaho Falls, Id | 15 | 2 | 0 | +2 | 0.0% | |||
| W•••••••• A•••• M••••••••• I••• mixed wealth | Portsmouth, Nh · principal | 15 | 1 | 0 | +1 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Melville, Ny | 15 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | South Windsor, Ct | 15 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Coral Gables, Fl | 15 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | New Haven, Ct | 15 | 1 | 0 | +1 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Brentwood, Tn | 15 | 0 | 0 | 0 | 0.0% | |||
| Q•••••• F•••••••• P••••••• S•••••••• I••• independent RIA | Spokane, Wa · principal | 15 | 2 | 0 | +2 | 0.0% | |||
| A• W••••• M••••••••• L•• BD affiliated | Birmingham, Al | 15 | 5 | 0 | +5 | 0.0% | |||
| S••••••••• F•••••••• G•••• independent RIA | San Rafael, Ca · principal | 15 | 15 | 0 | +15 | 0.0% | 1 | ||
| C•••••• C••••• G••••• I••• no RAUM | Irvine, Ca | 15 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Waltham, Ma | 15 | 2 | 0 | +2 | 0.0% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Stafford, Va | 15 | 5 | 0 | +5 | 0.0% | |||
| P•••••••• A••••••• national BD | Fort Myers, Fl | 15 | 5 | 0 | +5 | 0.0% | |||
| E••••• J•••• national BD | Cape Coral, Fl | 15 | 2 | 0 | +2 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Plantation, Fl | 15 | 2 | 0 | +2 | 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.