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 |
|---|---|---|---|---|---|---|---|---|---|
| THE FIDUCIARY GROUP independent RIA | Savannah, Ga · principal | 13 | 2 | 0 | +2 | 0.0% | |||
| EAGLE STRATEGIES LLC BD affiliated | Sioux Falls, Sd | 13 | 2 | 0 | +2 | 0.0% | |||
| KESTRA ADVISORY SERVICES, LLC BD affiliated | Richardson, Tx | 13 | 6 | 0 | +6 | 0.0% | |||
| S•••••••• A•••••••• L•• BD affiliated | Chicago, Il | 13 | 3 | 0 | +3 | 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% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Burr Ridge, Il | 13 | 2 | 0 | +2 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Fairfax, Va | 13 | 2 | 0 | +2 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Washington, Dc | 13 | 2 | 0 | +2 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | Las Vegas, Nv | 13 | 2 | 0 | +2 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | Grand Rapids, Mi | 13 | 2 | 0 | +2 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Alpharetta, Ga | 13 | 0 | 0 | 0 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Latham, Ny | 13 | 2 | 0 | +2 | 0.0% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Lewisville, Tx | 13 | 4 | 0 | +4 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Cypress, Tx | 13 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Irving, Tx | 13 | 7 | 0 | +7 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | Bridgewater, Ma | 13 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Columbia, Md | 13 | 0 | 0 | 0 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | Andover, Ma | 13 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Clearwater, Fl | 13 | 0 | 0 | 0 | 0.0% | |||
| H••• S••••••••• •••• I••• bank affiliated | Amherst, Ny | 13 | 1 | 0 | +1 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Carlsbad, Ca | 13 | 0 | 0 | 0 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Coral Gables, Fl | 13 | 2 | 0 | +2 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Naples, Fl | 13 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• BD affiliated | Salt Lake City, Ut | 13 | 4 | 0 | +4 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Pasadena, Ca | 13 | 5 | 0 | +5 | 0.0% | |||
| S•••••••• I••••••••• A•••••••• L•• independent RIA | Los Angeles, Ca · principal | 13 | 4 | 0 | +4 | 0.0% | |||
| U••• B•••••• A•••••••• L•• bank affiliated | Vancouver, Wa | 13 | 13 | 0 | +13 | 0.0% | |||
| M••••• W••••• M••••••••• L•• independent RIA | Boston, Ma | 13 | 4 | 0 | +4 | 0.0% | |||
| O••••••••• S••••••••• I••• BD affiliated | Carlsbad, Ca | 13 | 2 | 0 | +2 | 0.0% | |||
| Z•• I••••••••• C•••••• I•• independent RIA | Atlanta, Ga · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Columbia, Md | 13 | 1 | 0 | +1 | 0.0% | |||
| C••• L•• independent RIA | Southlake, Tx | 13 | 1 | 0 | +1 | 0.0% | |||
| D••• D••••••• • C•• BD affiliated | Claremont, Ca | 13 | 2 | 0 | +2 | 0.0% | |||
| C••• L•• independent RIA | Palatine, Il | 13 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Chattanooga, Tn | 13 | 3 | 0 | +3 | 0.0% | |||
| U••• B•••••• A•••••••• L•• bank affiliated | Saint Louis, Mo | 13 | 12 | 0 | +12 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Washington, Pa | 13 | 0 | 0 | 0 | 0.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Freehold, Nj | 13 | 6 | 0 | +6 | 0.0% | 1 | ||
| U••• B•••••• A•••••••• L•• bank affiliated | Madison, Wi | 13 | 13 | 0 | +13 | 0.0% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Shalimar, Fl | 13 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Springfield, Va | 13 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Thousand Oaks, Ca | 13 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Cape Coral, Fl | 13 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Danville, Ca | 13 | 1 | 0 | +1 | 0.0% | |||
| U••• B•••••• A•••••••• L•• bank affiliated | Beverly Hills, Ca | 13 | 8 | 0 | +8 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Santa Clara, Ca | 13 | 0 | 0 | 0 | 0.0% | |||
| N••••••• H•••••• • C••••••• L•• independent RIA | Atlanta, Ga · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Salem, Or | 13 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Thornton, Co | 13 | 2 | 0 | +2 | 0.0% | |||
| P•••••• A•••••• G••••• L•• BD affiliated | Houston, Tx | 13 | 8 | 0 | +8 | 0.0% | |||
| B••••• M•••••• independent RIA | Timonium, Md · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bainbridge Island, Wa | 13 | 0 | 0 | 0 | 0.0% | |||
| E•• F•••••••• A••••••• BD affiliated | Roseland, Nj | 13 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Ft Myers, Fl | 13 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Aspen, Co | 13 | 1 | 0 | +1 | 0.0% | |||
| Z••• D•• C•••••• E••••••••• L•• independent RIA | West Point, Ny | 13 | 7 | 0 | +7 | 0.0% | |||
| A•••• F••••••••• L•• no RAUM | Little Rock, Ar | 13 | 3 | 0 | +3 | 0.0% | |||
| P•••••• A•••••• G••••• L•• BD affiliated | Albany, Ny | 13 | 1 | 0 | +1 | 0.0% | |||
| K••••• P•••••• W••••• S•••••••• L•• BD affiliated | San Diego, Ca | 13 | 2 | 0 | +2 | 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.