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.
22,769 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 |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. national BD | Macon, Ga | 14 | 2 | 0 | +2 | 0.0% | |||
| EDWARD JONES national BD | Hendersonville, Tn | 14 | 1 | 0 | +1 | 0.0% | |||
| BLACK KNIGHT WEALTH MANAGEMENT, LLC independent RIA | Frisco, Tx | 14 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Cedar Park, Tx | 14 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Harrisonburg, Va | 14 | 1 | 0 | +1 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Greenwood Village, Co | 14 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Gig Harbor, Wa | 14 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Loveland, Co | 14 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Linthicum, Md | 14 | 0 | 0 | 0 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Clearwater, Fl | 14 | 0 | 0 | 0 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Austin, Tx | 14 | 2 | 0 | +2 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Alpharetta, Ga | 14 | 4 | 0 | +4 | 0.0% | |||
| E••••• J•••• national BD | Hudsonville, Mi | 14 | 3 | 0 | +3 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Brookfield, Wi | 14 | 2 | 0 | +2 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Bozeman, Mt | 14 | 0 | 0 | 0 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Blue Ash, Oh | 14 | 3 | 0 | +3 | 0.0% | |||
| S••••••••• W••••• mixed wealth | San Diego, Ca | 14 | 6 | 0 | +6 | 0.0% | 1 | ||
| C•••••• S••••• • C••• I••• brokerage advisory | Fairfield, Ct | 14 | 1 | 0 | +1 | 0.0% | |||
| I••••••••• F•••••••• G••••• L•• BD affiliated | Diamond Bar, Ca | 14 | 1 | 0 | +1 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Augusta, Ga | 14 | 0 | 0 | 0 | 0.0% | |||
| E• W••••• A••••••• independent RIA | San Diego, Ca | 14 | 5 | 0 | +5 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Kirkland, Wa | 14 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Glen Carbon, Il | 14 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Kimberly, Wi | 14 | 1 | 0 | +1 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Bismarck, Nd | 14 | 0 | 0 | 0 | 0.0% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Gaithersburg, Md | 14 | 3 | 0 | +3 | 0.0% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Arcadia, Ca | 14 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Katy, Tx | 14 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Iselin, Nj | 14 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Lakewood Ranch, Fl | 14 | 5 | 0 | +5 | 0.0% | |||
| T••••••••• A•••••••• L•• independent RIA | Hoover, Al · principal | 14 | 1 | 0 | +1 | 0.0% | |||
| A•••••••• F•••• M••••••••• L•• asset manager | Boston, Ma | 14 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Erie, Pa | 14 | 1 | 0 | +1 | 0.0% | |||
| C••••••• institutional | Chicago, Il | 14 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Hamden, Ct | 14 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Durham, Nc | 14 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Decatur, Al | 14 | 2 | 0 | +2 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | San Diego, Ca | 14 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Liberty, Mo | 14 | 2 | 0 | +2 | 0.0% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Dublin, Oh | 14 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Lima, Oh | 14 | 1 | 0 | +1 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Stuart, Fl | 14 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Festus, Mo | 14 | 0 | 0 | 0 | 0.0% | |||
| E•••••••• A•••••••• L•• independent RIA | Hudson, Oh · principal | 14 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Hudsonville, Mi | 14 | 2 | 0 | +2 | 0.0% | |||
| S•••••• I••••••••• G•••• independent RIA | Bethesda, Md · principal | 14 | 2 | 0 | +2 | 0.0% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Jacksonville, Fl | 14 | 3 | 0 | +3 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | New Hope, Pa | 14 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Rogers, Ar | 14 | 1 | 0 | +1 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | Deerfield, Il | 14 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Canfield, Oh | 14 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Saint Johns, Fl | 14 | 0 | 0 | 0 | 0.0% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Skokie, Il | 14 | 1 | 0 | +1 | 0.0% | |||
| S•••••• F•••••••• A•••••••• L•• independent RIA | Cincinnati, Oh · principal | 14 | 0 | 0 | 0 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Melville, Ny | 14 | 1 | 0 | +1 | 0.0% | 1 | ||
| J••••• M••••••••• S•••• L•• BD affiliated | Montvale, Nj | 14 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Danville, Va | 14 | 1 | 0 | +1 | 0.0% | |||
| H•••••••• A•••••••• I••• asset manager | Milwaukee, Wi · principal | 14 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Somerville, Ma | 14 | 1 | 0 | +1 | 0.0% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Blue Bell, Pa | 14 | 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.