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 |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD JONES national BD | Savannah, Ga | 12 | 1 | 0 | +1 | 0.0% | |||
| RAYMOND JAMES & ASSOCIATES, INC. national BD | West Palm Beach, Fl | 12 | 2 | 0 | +2 | 0.0% | 1 | ||
| RAYMOND JAMES & ASSOCIATES, INC. national BD | Westlake Village, Ca | 12 | 1 | 0 | +1 | 0.0% | |||
| R•••••••• A•••• M••••••••• brokerage advisory | Chicago, Il | 12 | 7 | 0 | +7 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Harrisburg, Pa | 12 | 0 | 0 | 0 | 0.0% | |||
| G•••••••• A•••••••• L•• independent RIA | Madison, Wi · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Salem, Va | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Slidell, La | 12 | 0 | 0 | 0 | 0.0% | |||
| G••••••• W••••• S•••••••• L•• independent RIA | North Bethesda, Md | 12 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Trinity, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Beaverton, Or | 12 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Baton Rouge, La | 12 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Rochester, Ny | 12 | 2 | 0 | +2 | 0.0% | |||
| P•••••• F•••••••• G•••• I•• independent RIA | Eureka, Ca · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Bettendorf, Ia | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Norfolk, Ne | 12 | 1 | 0 | +1 | 0.0% | |||
| W•••• I••••••••• A•••••••• L•• other | Columbus, Oh | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | New Hope, Pa | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | New Prague, Mn | 12 | 0 | 0 | 0 | 0.0% | |||
| E•••••• F•••••••• E•••••• independent RIA | Tampa, Fl | 12 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Red Wing, Mn | 12 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Richmond, Ky | 12 | 3 | 0 | +3 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Sunrise, Fl | 12 | 3 | 0 | +3 | 0.0% | |||
| S••••• W••••• M••••••••• independent RIA | Middletown, Ri | 12 | 0 | 0 | 0 | 0.0% | |||
| N•• E•••••• P•••••• W••••• A•••••••• L•• independent RIA | Wellesley, Ma · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Columbus, Oh | 12 | 0 | 0 | 0 | 0.0% | |||
| M••••• W••••• M••••••••• I••• independent RIA | Anaheim, Ca · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| P••••• • R•••• other | Los Angeles, Ca · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mount Vernon, Wa | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Largo, Fl | 12 | 2 | 0 | +2 | 0.0% | |||
| G••••••••• A•••••••• L•• independent RIA | New York, Ny | 12 | 12 | 0 | +12 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mesa, Az | 12 | 1 | 0 | +1 | 0.0% | |||
| S••••• F••••••••• L••• independent RIA | Edwardsville, Il · principal | 12 | 4 | 0 | +4 | 0.0% | |||
| P••• F•••••••• A••••••• independent RIA | Hillsboro, Or · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| B•••••• A••••••• G•••• L•• independent RIA | Little Silver, Nj · principal | 12 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Granger, In | 12 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Ottumwa, Ia | 12 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Beachwood, Oh | 12 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Oviedo, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| A•••••• A••••••• L•• independent RIA | Miami, Fl · principal | 12 | 4 | 0 | +4 | 0.0% | |||
| H••• S••••••••• •••• I••• bank affiliated | New Hyde Park, Ny | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Livonia, Mi | 12 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | West Jordan, Ut | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Ocala, Fl | 12 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Buford, Ga | 12 | 1 | 0 | +1 | 0.0% | |||
| E•••••• F•••••••• E•••••• independent RIA | Lynnwood, Wa | 12 | 0 | 0 | 0 | 0.0% | |||
| B••••• I••••••••• A••••••• L•• independent RIA | Milford, Pa · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Florham Park, Nj | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••• A••••••• L•• mixed wealth | Miami, Fl · principal | 12 | 4 | 0 | +4 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Edina, Mn | 12 | 5 | 0 | +5 | 0.0% | |||
| M••••• S•••••• wirehouse | Stroudsburg, Pa | 12 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Royal Oak, Mi | 12 | 3 | 0 | +3 | 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% | |||
| S•••••• F•••••••• G••••• L••••• independent RIA | Troy, Mi | 12 | 0 | 0 | 0 | 0.0% | |||
| P•• W••••• M••••••••• bank affiliated | Wilmington, De | 12 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Roswell, Ga | 12 | 0 | 0 | 0 | 0.0% | |||
| H•••••••• P••••••• P••••••• independent RIA | Naperville, Il | 12 | 1 | 0 | +1 | 0.0% | |||
| P•• W••••• M••••••••• bank affiliated | Seven Fields, Pa | 12 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Mission Viejo, 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.