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 |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC brokerage advisory | Clinton, Ut | 13 | 1 | 0 | +1 | 0.0% | |||
| KESTRA ADVISORY SERVICES, LLC BD affiliated | Freehold, Nj | 13 | 6 | 0 | +6 | 0.0% | 1 | ||
| NICHOLAS HOFFMAN & COMPANY, LLC independent RIA | Atlanta, Ga · principal | 13 | 1 | 0 | +1 | 0.0% | |||
| R•• S••••••••• I••• BD affiliated | Torrance, Ca | 13 | 6 | 0 | +6 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Springfield, Va | 13 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Salem, Or | 13 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Santa Clara, Ca | 13 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Washington, Pa | 13 | 0 | 0 | 0 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Reno, Nv | 13 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Louisville, Ky | 13 | 1 | 0 | +1 | 0.0% | |||
| P••• C••••••• P••••••• independent RIA | Houston, Tx · principal | 13 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Irving, Tx | 13 | 7 | 0 | +7 | 0.0% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Shalimar, Fl | 13 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Chelmsford, Ma | 12 | 2 | 0 | +2 | 0.0% | |||
| P•••••• A•••••• G••••• L•• BD affiliated | Center Valley, Pa | 12 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Lombard, Il | 12 | 0 | 0 | 0 | 0.0% | |||
| P•••••• A•••••• G••••• L•• BD affiliated | Allentown, Pa | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Suwanee, Ga | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Syracuse, Ny | 12 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chambersburg, Pa | 12 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Cape Girardeau, Mo | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Vestavia, Al | 12 | 1 | 0 | +1 | 0.0% | |||
| I••••••••• A•••• A••••••• G•••• independent RIA | Shelton, Ct · principal | 12 | 11 | 0 | +11 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Newtown Square, Pa | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | St Petersburg, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Stratford, Ct | 12 | 0 | 0 | 0 | 0.0% | |||
| M••••• S••••• W••••• M••••••••• independent RIA | West Chester, Pa · principal | 12 | 2 | 0 | +2 | 0.0% | |||
| T•• M••••• G••••• L•• independent RIA | Houston, Tx | 12 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Rogers, Ar | 12 | 1 | 0 | +1 | 0.0% | |||
| A•••• A••••••• L•• independent RIA | Saint Charles, Mo · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| E•• F•••••••• A••••••• BD affiliated | Irvine, Ca | 12 | 4 | 0 | +4 | 0.0% | |||
| R•• W••••• A••••••• independent RIA | St Louis, Mo | 12 | 1 | 0 | +1 | 0.0% | |||
| M•••• W••••• M••••••••• independent RIA | Bangor, Me · principal | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | South Bend, In | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Yuma, Az | 12 | 1 | 0 | +1 | 0.0% | |||
| T••••• I••••••••• A••••••• I•• independent RIA | Charleston, Sc · principal | 12 | 2 | 0 | +2 | 0.0% | |||
| C•••••• A• W••••• M••••••••• independent RIA | Cranberry Twp, Pa | 12 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Andover, Ma | 12 | 0 | 0 | 0 | 0.0% | 1 | ||
| E••••• J•••• national BD | Windsor, Co | 12 | 2 | 0 | +2 | 0.0% | |||
| G•••••• I••••••••• independent RIA | Atlanta, Ga · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| G•••••••• A•••••••• L•• independent RIA | Madison, Wi · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Wichita, Ks | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Trinity, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| S•••••• W••••• P•••••••• L•• BD affiliated | Irvine, Ca | 12 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | West Palm Beach, Fl | 12 | 2 | 0 | +2 | 0.0% | 1 | ||
| F•••• C••••••• A•••• M••••••••• I•• bank affiliated | Columbia, Sc | 12 | 2 | 0 | +2 | 0.0% | |||
| V••••• W••••• M•••••••• I••• bank affiliated | Aventura, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| J••••••• • S•••••• A•••••••• L•• independent RIA | Middleton, Wi · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| E•••••••• W••••• M••••••••• independent RIA | Portland, Or | 12 | 5 | 0 | +5 | 0.0% | |||
| B••••••••• W••••• M••••••••• L•• independent RIA | Minneapolis, Mn | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Savage, Mn | 12 | 1 | 0 | +1 | 0.0% | |||
| F••••• W••••• W••••• M••••••••• L•• independent RIA | Canton, Ct · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Westlake Village, Ca | 12 | 1 | 0 | +1 | 0.0% | |||
| M•••••• independent RIA | Rochester, Ny | 12 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Fayetteville, Nc | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••••• A•••• M••••••••• brokerage advisory | Chicago, Il | 12 | 7 | 0 | +7 | 0.0% | |||
| A•••• S••••••• A•••••••• L•• mixed wealth | Wayland, Ma · principal | 12 | 2 | 0 | +2 | 0.0% | |||
| E•••••••• W••••• M••••••••• independent RIA | Irvine, Ca | 12 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Delray Beach, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Largo, Fl | 12 | 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.