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 |
|---|---|---|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. BD affiliated | Centerville, Oh | 13 | 0 | 0 | 0 | 0.0% | |||
| LPL FINANCIAL LLC BD affiliated | Canton, Oh | 13 | 1 | 0 | +1 | 0.0% | |||
| STATE FARM INVESTMENT MANAGEMENT CORP. asset manager | Wichita, Ks | 13 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | L••••Burg, Va | 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% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Wayne, Pa | 13 | 1 | 0 | +1 | 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% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | San Jose, Ca | 13 | 3 | 0 | +3 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Iselin, Nj | 13 | 3 | 0 | +3 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Scottsdale, Az | 13 | 0 | 0 | 0 | 0.0% | |||
| T••••• W••••• A•••••••• I••• BD affiliated | Buffalo, Ny · principal | 13 | 0 | 0 | 0 | 0.0% | |||
| E•••••• A••••••• G••••• L•• brokerage advisory | Kansas City, Mo | 13 | 5 | 0 | +5 | 0.0% | |||
| C•••••• C••••• I••••••••• independent RIA | Indianapolis, In · principal | 13 | 0 | 0 | 0 | 0.0% | |||
| L••••• F•••••••• A•••••••• I••• independent RIA | Covington, Ky · principal | 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% | |||
| N••••• G••••• A••••••• independent RIA | N•••••, Fl · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• I••••••••• A•••••••• L•• independent RIA | Los Angeles, Ca · principal | 13 | 4 | 0 | +4 | 0.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Burr Ridge, Il | 13 | 2 | 0 | +2 | 0.0% | |||
| R•••••• C•••••• G••••• L•• independent RIA | El Segundo, Ca · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| A•••••••• A••••••• S•••••••• L•• independent RIA | Glastonbury, Ct · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Hanover, Pa | 13 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Cape Coral, Fl | 13 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Hauppauge, Ny | 13 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A•••••••• L•• BD affiliated | Chicago, Il | 13 | 3 | 0 | +3 | 0.0% | |||
| T•• F•••••••• G•••• independent RIA | Savannah, Ga · principal | 13 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A•••••••• L•• BD affiliated | Danville, Ca | 13 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Irving, Tx | 13 | 7 | 0 | +7 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Washington, Dc | 13 | 2 | 0 | +2 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Cypress, Tx | 13 | 3 | 0 | +3 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Fairlawn, Oh | 13 | 1 | 0 | +1 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Lewisville, Tx | 13 | 4 | 0 | +4 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Carlsbad, Ca | 13 | 0 | 0 | 0 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Alpharetta, Ga | 13 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Glendale, Az | 13 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Naperville, Il | 13 | 1 | 0 | +1 | 0.0% | |||
| H••• S••••••••• •••• I••• bank affiliated | Amherst, Ny | 13 | 1 | 0 | +1 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Latham, Ny | 13 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Georgetown, Tx | 13 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bainbridge Island, Wa | 13 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Aspen, Co | 13 | 1 | 0 | +1 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | Tampa, Fl | 13 | 3 | 0 | +3 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | Sioux Falls, Sd | 13 | 2 | 0 | +2 | 0.0% | |||
| M••••• W••••• M••••••••• L•• independent RIA | Boston, Ma | 13 | 4 | 0 | +4 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | San Jose, Ca | 13 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | East Hartford, Ct | 13 | 0 | 0 | 0 | 0.0% | |||
| U••• B•••••• A•••••••• L•• bank affiliated | Vancouver, Wa | 13 | 13 | 0 | +13 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Washington, Pa | 13 | 0 | 0 | 0 | 0.0% | |||
| O••••••••• S••••••••• I••• BD affiliated | Carlsbad, Ca | 13 | 2 | 0 | +2 | 0.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Freehold, Nj | 13 | 6 | 0 | +6 | 0.0% | 1 | ||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Shalimar, Fl | 13 | 2 | 0 | +2 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Fairfax, Va | 13 | 2 | 0 | +2 | 0.0% | |||
| C••• L•• independent RIA | Southlake, Tx | 13 | 1 | 0 | +1 | 0.0% | |||
| C••• L•• independent RIA | Palatine, Il | 13 | 2 | 0 | +2 | 0.0% | |||
| D••• D••••••• • C•• BD affiliated | Claremont, Ca | 13 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Thousand Oaks, Ca | 13 | 2 | 0 | +2 | 0.0% | |||
| U••• B•••••• A•••••••• L•• bank affiliated | Saint Louis, Mo | 13 | 12 | 0 | +12 | 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.