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 FINANCIAL SERVICES ADVISORS, INC BD affiliated | Elizabethtown, Pa | 13 | 2 | 0 | +2 | 0.0% | |||
| OSAIC WEALTH, INC. BD affiliated | Spokane, Wa | 13 | 1 | 0 | +1 | 0.0% | |||
| LPL FINANCIAL LLC BD affiliated | Duluth, Ga | 13 | 2 | 0 | +2 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | San Mateo, Ca | 13 | 0 | 0 | 0 | 0.0% | |||
| F•• I••••••••• G••••• L•• other | Pensacola, Fl · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| C•••••••• F••••••••• I••• BD affiliated | Santa Barbara, Ca | 13 | 0 | 0 | 0 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Southborough, Ma | 13 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Ocean City, Md | 13 | 1 | 0 | +1 | 0.0% | |||
| A•• C••••••• L•• independent RIA | Pasadena, Ca | 13 | 8 | 0 | +8 | 0.0% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Thousand Oaks, Ca | 13 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Palm Harbor, Fl | 13 | 0 | 0 | 0 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Newport Beach, Ca | 13 | 0 | 0 | 0 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | New Orleans, La | 13 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Concord, Ca | 13 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Concord, Nh | 13 | 5 | 0 | +5 | 0.0% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Collegeville, Pa | 13 | 2 | 0 | +2 | 0.0% | 1 | ||
| M•••••• independent RIA | Palm Beach Gardens, Fl | 13 | 4 | 0 | +4 | 0.0% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Oakbrook Terrace, Il | 13 | 2 | 0 | +2 | 0.0% | |||
| H•••••• T••••••• • K•••• L•• BD affiliated | Allentown, Pa | 13 | 2 | 0 | +2 | 0.0% | |||
| V•••••• A•••• M••••••••• I••• state registered | Saint Louis, Mo · principal | 13 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Clarksville, Tn | 13 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Redlands, Ca | 13 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | L••••Burg, Va | 13 | 1 | 0 | +1 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Lancaster, Pa | 13 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Neptune Beach, Fl | 13 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• I••••••••• A•••••••• L•• independent RIA | Los Angeles, Ca · principal | 13 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Canton, Oh | 13 | 1 | 0 | +1 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Jacksonville, Fl | 13 | 1 | 0 | +1 | 0.0% | |||
| S•••••• P•••••• W••••• M••••••••• L•• independent RIA | Eugene, Or · principal | 13 | 0 | 0 | 0 | 0.0% | |||
| S••• F•••••••• G•••• independent RIA | Mcpherson, Ks · principal | 13 | 3 | 0 | +3 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Naples, Fl | 13 | 1 | 0 | +1 | 0.0% | |||
| U•••••• I••••••••• M••••••••• L••••• independent RIA | Skokie, Il · principal | 13 | 4 | 0 | +4 | 0.0% | |||
| T••••• W••••• A•••••••• I••• BD affiliated | Buffalo, Ny · principal | 13 | 0 | 0 | 0 | 0.0% | |||
| D•••••• A•••••••• L•• mixed wealth | St Louis, Mo | 13 | 1 | 0 | +1 | 0.0% | |||
| K•• W••••• A••••••• independent RIA | Springfield, Il · principal | 13 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Cape Coral, Fl | 13 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Sunrise, Fl | 13 | 1 | 0 | +1 | 0.0% | |||
| S•••••• F•••••••• G••••• L••••• independent RIA | Boulder, Co | 13 | 13 | 0 | +13 | 0.0% | |||
| L•••• S••••••••• I••• BD affiliated | Vestal, Ny · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Blue Springs, Mo | 13 | 0 | 0 | 0 | 0.0% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Hingham, Ma | 13 | 1 | 0 | +1 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Wichita, Ks | 13 | 1 | 0 | +1 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Exton, Pa | 13 | 1 | 0 | +1 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Coral Springs, Fl | 13 | 1 | 0 | +1 | 0.0% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Greenwood Village, Co | 13 | 13 | 0 | +13 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Centerville, Oh | 13 | 0 | 0 | 0 | 0.0% | |||
| A•••• F•••••••• A••••••• S•••••••• I••• independent RIA | Reston, Va · principal | 13 | 2 | 0 | +2 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | San Jose, Ca | 13 | 3 | 0 | +3 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Scottsdale, Az | 13 | 0 | 0 | 0 | 0.0% | |||
| L••••• F•••••••• S••••••••• L•• independent RIA | Overland Park, Ks · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| V•••• C•••••• M••••••••• I••• independent RIA | Clarkston, Mi · principal | 13 | 3 | 0 | +3 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Nashville, Tn | 13 | 2 | 0 | +2 | 0.0% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• independent RIA | Greenville, Sc | 13 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• F•••••••• A••••••• independent RIA | Columbia, Md · principal | 13 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Red Bank, Nj | 13 | 1 | 0 | +1 | 0.0% | |||
| L••••• F•••••••• A•••••••• I••• independent RIA | Covington, Ky · principal | 13 | 0 | 0 | 0 | 0.0% | |||
| N••••• G••••• A••••••• independent RIA | N•••••, Fl · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Wayne, Pa | 13 | 1 | 0 | +1 | 0.0% | |||
| S••••••• M••••• L•• independent RIA | Scottsdale, Az · principal | 13 | 4 | 0 | +4 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Bethesda, Md | 13 | 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.