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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Syracuse, Ny | 12 | 0 | 0 | 0 | 0.0% | |||
| JACOBSON & SCHMITT ADVISORS, LLC independent RIA | Middleton, Wi · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC 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•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chambersburg, Pa | 12 | 1 | 0 | +1 | 0.0% | |||
| M•••••• independent RIA | Rochester, Ny | 12 | 0 | 0 | 0 | 0.0% | |||
| A•••• A••••••• L•• independent RIA | Saint Charles, Mo · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| S•••••• W••••• P•••••••• L•• BD affiliated | Irvine, Ca | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | South Bend, In | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Windsor, Co | 12 | 2 | 0 | +2 | 0.0% | |||
| A•••• S••••••• A•••••••• L•• mixed wealth | Wayland, Ma · principal | 12 | 2 | 0 | +2 | 0.0% | |||
| G•••••• I••••••••• independent RIA | Atlanta, Ga · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| E•••••••• W••••• M••••••••• independent RIA | Irvine, Ca | 12 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Savage, Mn | 12 | 1 | 0 | +1 | 0.0% | |||
| C•••••• A• W••••• M••••••••• independent RIA | Cranberry Twp, Pa | 12 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• L••• other | Seattle, Wa | 12 | 0 | 0 | 0 | 0.0% | |||
| B••••••••• W••••• M••••••••• L•• independent RIA | Minneapolis, Mn | 12 | 1 | 0 | +1 | 0.0% | |||
| E•••••••• W••••• M••••••••• independent RIA | Portland, Or | 12 | 5 | 0 | +5 | 0.0% | |||
| F••••• W••••• W••••• M••••••••• L•• independent RIA | Canton, Ct · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Andover, Ma | 12 | 0 | 0 | 0 | 0.0% | 1 | ||
| T•• M••••• G••••• L•• independent RIA | Houston, Tx | 12 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | West Palm Beach, Fl | 12 | 2 | 0 | +2 | 0.0% | 1 | ||
| R•••••• J•••• • A••••••••• I••• national BD | Westlake Village, Ca | 12 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Urbandale, Ia | 12 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Cape Girardeau, Mo | 12 | 1 | 0 | +1 | 0.0% | |||
| R••••••••• independent RIA | Minneapolis, Mn · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Delray Beach, Fl | 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% | |||
| E••••• J•••• national BD | Sonora, Ca | 12 | 2 | 0 | +2 | 0.0% | |||
| G•••••••• A•••••••• L•• independent RIA | Madison, Wi · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Land O Lakes, Fl | 12 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Slidell, La | 12 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | West Chester, Pa | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Shawnee, Ks | 12 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Searcy, Ar | 12 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Union, Nj | 12 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Trinity, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Savannah, Ga | 12 | 1 | 0 | +1 | 0.0% | |||
| W•••• I••••••••• A•••••••• L•• other | Columbus, Oh | 12 | 2 | 0 | +2 | 0.0% | |||
| C•• W••••• A•••••••• L••• independent RIA | Falls Church, Va · principal | 12 | 2 | 0 | +2 | 0.0% | |||
| K••••• L•••••• I•• independent RIA | Memphis, Tn · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Tucson, Az | 12 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Salem, Va | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Norfolk, Ne | 12 | 1 | 0 | +1 | 0.0% | |||
| G••••••• W••••• S•••••••• L•• independent RIA | North Bethesda, Md | 12 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Beaverton, Or | 12 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | New Prague, Mn | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Rochester, Ny | 12 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Baton Rouge, La | 12 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Rockford, Il | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Richmond, Ky | 12 | 3 | 0 | +3 | 0.0% | |||
| H•••••• S••••••••• I••• BD affiliated | Plano, Tx | 12 | 0 | 0 | 0 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Mooresville, Nc | 12 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Beverly, Ma | 12 | 3 | 0 | +3 | 0.0% | |||
| A•••••• A••••••• L•• independent RIA | Miami, Fl · principal | 12 | 4 | 0 | +4 | 0.0% | |||
| P••• F•••••••• A••••••• independent RIA | Hillsboro, Or · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mount Vernon, Wa | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Indianapolis, In | 12 | 1 | 0 | +1 | 0.0% | 1 | ||
| A••••••• A••••••• S•••••••• L•• BD affiliated | San Francisco, Ca | 12 | 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.