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 |
|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC independent RIA | Greenville, Sc | 13 | 0 | 0 | 0 | 0.0% | |||
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS independent RIA | Columbia, Md · principal | 13 | 0 | 0 | 0 | 0.0% | |||
| SAPIENT PRIVATE WEALTH MANAGEMENT, LLC independent RIA | Eugene, Or · principal | 13 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Red Bank, Nj | 13 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Palm Harbor, Fl | 13 | 0 | 0 | 0 | 0.0% | |||
| M•••••• independent RIA | Palm Beach Gardens, Fl | 13 | 4 | 0 | +4 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Ocean City, Md | 13 | 1 | 0 | +1 | 0.0% | |||
| T••••• W••••• A•••••••• I••• BD affiliated | Buffalo, Ny · principal | 13 | 0 | 0 | 0 | 0.0% | |||
| F•••••••• P•••• I••• independent RIA | Bellingham, Wa · principal | 13 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Canton, Oh | 13 | 1 | 0 | +1 | 0.0% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Greenwood Village, Co | 13 | 13 | 0 | +13 | 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% | |||
| V•••• C•••••• M••••••••• I••• independent RIA | Clarkston, Mi · principal | 13 | 3 | 0 | +3 | 0.0% | |||
| L••••• F•••••••• S••••••••• L•• independent RIA | Overland Park, Ks · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• I••••••••• A•••••••• L•• independent RIA | Los Angeles, Ca · principal | 13 | 4 | 0 | +4 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | L••••Burg, Va | 13 | 1 | 0 | +1 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Centerville, Oh | 13 | 0 | 0 | 0 | 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% | |||
| P•••••••• A••••••• BD affiliated | Freehold, Nj | 13 | 3 | 0 | +3 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Naperville, Il | 13 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Myrtle Beach, Sc | 13 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Blue Springs, Mo | 13 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• S••••••••• I••• BD affiliated | Irvine, Ca | 13 | 3 | 0 | +3 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Bethesda, Md | 13 | 0 | 0 | 0 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Amarillo, Tx | 13 | 0 | 0 | 0 | 0.0% | |||
| S••••••• M••••• L•• independent RIA | Scottsdale, Az · principal | 13 | 4 | 0 | +4 | 0.0% | |||
| L••••• F•••••••• A•••••••• I••• independent RIA | Covington, Ky · principal | 13 | 0 | 0 | 0 | 0.0% | |||
| N•••••• I••••••••• independent RIA | Windsor, Ca | 13 | 0 | 0 | 0 | 0.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Richardson, Tx | 13 | 6 | 0 | +6 | 0.0% | |||
| N••••• G••••• A••••••• independent RIA | N•••••, Fl · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Mechanicsburg, Pa | 13 | 4 | 0 | +4 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Mclean, Va | 13 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Cape Coral, Fl | 13 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A•••••••• L•• BD affiliated | Chicago, Il | 13 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A•••••••• L•• BD affiliated | Danville, Ca | 13 | 3 | 0 | +3 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Maitland, Fl | 13 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Irving, Tx | 13 | 7 | 0 | +7 | 0.0% | |||
| T•• F•••••••• G•••• independent RIA | Savannah, Ga · principal | 13 | 2 | 0 | +2 | 0.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Wayne, Pa | 13 | 1 | 0 | +1 | 0.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Burr Ridge, Il | 13 | 2 | 0 | +2 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Cypress, Tx | 13 | 3 | 0 | +3 | 0.0% | |||
| H••• S••••••••• •••• I••• bank affiliated | Amherst, Ny | 13 | 1 | 0 | +1 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Washington, Dc | 13 | 2 | 0 | +2 | 0.0% | |||
| R•••••• C•••••• G••••• L•• independent RIA | El Segundo, Ca · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| L•••••• I••••••••• BD affiliated | Independence, Oh | 13 | 0 | 0 | 0 | 0.0% | |||
| P••••• M•••• F•••••••• A••••••• independent RIA | Ann Arbor, Mi | 13 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Aurora, Co | 13 | 0 | 0 | 0 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Carlsbad, Ca | 13 | 0 | 0 | 0 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Lewisville, Tx | 13 | 4 | 0 | +4 | 0.0% | |||
| E•••••• A••••••• G••••• L•• brokerage advisory | San Diego, Ca | 13 | 7 | 0 | +7 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Huntington, Ny | 13 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Iselin, Nj | 13 | 3 | 0 | +3 | 0.0% | |||
| E•••••• A••••••• G••••• L•• brokerage advisory | Kansas City, Mo | 13 | 5 | 0 | +5 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Latham, Ny | 13 | 2 | 0 | +2 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Alpharetta, Ga | 13 | 0 | 0 | 0 | 0.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Freehold, Nj | 13 | 6 | 0 | +6 | 0.0% | 1 |
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.