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 |
|---|---|---|---|---|---|---|---|---|---|
| LAUREL OAK WEALTH MANAGEMENT, LLC independent RIA | Marlton, Nj · principal | 15 | 5 | 0 | +5 | 0.0% | |||
| QUANTUM FINANCIAL PLANNING SERVICES, INC. independent RIA | Spokane, Wa · principal | 15 | 2 | 0 | +2 | 0.0% | |||
| STONEBRIDGE FINANCIAL GROUP independent RIA | San Rafael, Ca · principal | 15 | 15 | 0 | +15 | 0.0% | 1 | ||
| A•• P•••••• W••••• P•••••••• L•• independent RIA | West Palm Beach, Fl · principal | 15 | 1 | 0 | +1 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Naples, Fl | 15 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Wappingers Falls, Ny | 15 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• national BD | Fort Myers, Fl | 15 | 5 | 0 | +5 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Midvale, Ut | 15 | 4 | 0 | +4 | 0.0% | |||
| F••••• I••••••••• independent RIA | Dallas, Tx | 15 | 0 | 0 | 0 | 0.0% | |||
| V•••••• P•••• W••••• M••••••••• independent RIA | Plymouth, Mn · principal | 15 | 3 | 0 | +3 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Brentwood, Tn | 15 | 0 | 0 | 0 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Boca Raton, Fl | 15 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lexington, Ky | 15 | 1 | 0 | +1 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Bowling Green Park Plaza, Ky | 15 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Leesburg, Va | 15 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Coral Gables, Fl | 15 | 2 | 0 | +2 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Atlanta North Point, Ga | 15 | 0 | 0 | 0 | 0.0% | |||
| A• W••••• M••••••••• L•• BD affiliated | Birmingham, Al | 15 | 5 | 0 | +5 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Salt Lake City, Ut | 15 | 1 | 0 | +1 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Reston, Va | 15 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Idaho Falls, Id | 15 | 2 | 0 | +2 | 0.0% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Stafford, Va | 15 | 5 | 0 | +5 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Springfield, Ma | 15 | 3 | 0 | +3 | 0.0% | 1 | ||
| N•• D•••• R•••••••• I••• asset manager | Sarasota, Fl · principal | 15 | 2 | 0 | +2 | 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% | |||
| C•••••• S••••• • C••• I••• national BD | Brea, Ca | 15 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Simpsonville, Sc | 15 | 0 | 0 | 0 | 0.0% | |||
| M•••• C•••••• M••••••••• I••• independent RIA | Montpelier, Vt · principal | 15 | 6 | 0 | +6 | 0.0% | |||
| E••••• J•••• national BD | Cape Coral, Fl | 15 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• national BD | Nashville, Tn | 15 | 2 | 0 | +2 | 0.0% | |||
| C•••••• C••••• G••••• I••• no RAUM | Irvine, Ca | 15 | 4 | 0 | +4 | 0.0% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Orem, Ut | 15 | 1 | 0 | +1 | 0.0% | |||
| C••••••••• F•••••••• N•••••• national BD | Dublin, Oh | 15 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Waltham, Ma | 15 | 2 | 0 | +2 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Plantation, Fl | 15 | 2 | 0 | +2 | 0.0% | |||
| C••• C••••••• L•• independent RIA | Denver, Co | 15 | 1 | 0 | +1 | 0.0% | |||
| L••• independent RIA | Warren, Nj | 15 | 15 | 0 | +15 | 0.0% | |||
| A•••• W••••• A••••••• independent RIA | Bellevue, Wa · principal | 15 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | New Haven, Ct | 15 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Redwood City, Ca | 15 | 2 | 0 | +2 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Peoria Heights, Il | 15 | 1 | 0 | +1 | 0.0% | |||
| T••••••• I••••••••• M••••••••• L•• independent RIA | White Plains, Ny · principal | 15 | 0 | 0 | 0 | 0.0% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Seattle, Wa | 15 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Duluth, Ga | 15 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Westminster, Co | 15 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Mclean, Va | 15 | 6 | 0 | +6 | 0.0% | |||
| D••• D••••••• • C•• independent RIA | Medford, Or | 15 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Pasadena, Md | 15 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Fargo, Nd | 15 | 1 | 0 | +1 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Ann Arbor, Mi | 15 | 1 | 0 | +1 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Detroit, Mi | 15 | 1 | 0 | +1 | 0.0% | |||
| T•••••• C••••••• I••• independent RIA | Corona, Ca | 15 | 0 | 0 | 0 | 0.0% | |||
| S••••• S••••••••• I••• independent RIA | Fort Worth, Tx · principal | 15 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Vineland, Nj | 15 | 1 | 0 | +1 | 0.0% | |||
| S••••• W••••• A•••••••• I••• no RAUM | Boston, Ma | 15 | 6 | 0 | +6 | 0.0% | 6 | ||
| P•••••••• A••••••• national BD | Miami Lakes, Fl | 15 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Queen Creek, Az | 15 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Brooklyn, Ny | 15 | 1 | 0 | +1 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Naperville, Il | 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.