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 | Royal Oak, Mi | 12 | 3 | 0 | +3 | 0.0% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Vestavia, Al | 12 | 1 | 0 | +1 | 0.0% | |||
| PNC WEALTH MANAGEMENT bank affiliated | Wilmington, De | 12 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Roswell, Ga | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Norfolk, Ne | 12 | 1 | 0 | +1 | 0.0% | |||
| P•• W••••• M••••••••• bank affiliated | Seven Fields, Pa | 12 | 1 | 0 | +1 | 0.0% | |||
| A•••••• A••••••• L•• independent RIA | Miami, Fl · principal | 12 | 4 | 0 | +4 | 0.0% | |||
| G•••••••• A•••••••• L•• independent RIA | Madison, Wi · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| O••••••••• institutional | Auburn Hills, Mi | 12 | 2 | 0 | +2 | 0.0% | |||
| P•• W••••• M••••••••• bank affiliated | Chicago, Il | 12 | 3 | 0 | +3 | 0.0% | |||
| V•••• F•••••••• P••••••• independent RIA | Richmond, Va · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| H••• S••••••••• •••• I••• bank affiliated | New Hyde Park, Ny | 12 | 0 | 0 | 0 | 0.0% | |||
| S••••• F••••••••• L••• independent RIA | Edwardsville, Il · principal | 12 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | New Hope, Pa | 12 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Rhome, Tx | 12 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Ottumwa, Ia | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••• W••••• P••••••• independent RIA | Sebastopol, Ca | 12 | 2 | 0 | +2 | 0.0% | |||
| M••••• W••••• M••••••••• I••• independent RIA | Anaheim, Ca · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| C••• S••••• P••••••• BD affiliated | Morristown, Nj | 12 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mount Vernon, Wa | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | New Prague, Mn | 12 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | West Jordan, Ut | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Oviedo, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| W•••• I••••••••• A•••••••• L•• other | Columbus, Oh | 12 | 2 | 0 | +2 | 0.0% | |||
| P•••••• A•••••••• L•• independent RIA | Atlanta, Ga · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| M••••• S•••••• wirehouse | Incline Village, Nv | 12 | 0 | 0 | 0 | 0.0% | |||
| N•••• S••• A•••• M••••••••• I•• independent RIA | Neenah, Wi · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| P••• F•••••••• A••••••• independent RIA | Hillsboro, Or · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| M••••• S•••••• wirehouse | Stroudsburg, Pa | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Ocala, Fl | 12 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Largo, Fl | 12 | 2 | 0 | +2 | 0.0% | |||
| 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% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Indianapolis, In | 12 | 1 | 0 | +1 | 0.0% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mesa, Az | 12 | 1 | 0 | +1 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Winston Salem, Nc | 12 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Trinity, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Livonia, Mi | 12 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Buford, Ga | 12 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Mission Viejo, Ca | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••• A••••••• L•• mixed wealth | Miami, Fl · principal | 12 | 4 | 0 | +4 | 0.0% | |||
| A•••••• P••••••• P•••••••• I••• BD affiliated | Rapid City, Sd | 12 | 0 | 0 | 0 | 0.0% | |||
| T•• A••••• G••••• L•• independent RIA | Virginia Beach, Va · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| C••••••• S••••••••• I••• bank affiliated | Philadelphia, Pa | 12 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Riverside, Ca | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Florham Park, Nj | 12 | 0 | 0 | 0 | 0.0% | |||
| L•••••••• W••••• M••••••••• L•• independent RIA | Mentor, Oh · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Mesa, Az | 12 | 2 | 0 | +2 | 0.0% | |||
| W••••••••• A••••••• G••••• L•• independent RIA | St Louis, Mo | 12 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Edina, Mn | 12 | 5 | 0 | +5 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Granger, In | 12 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Perrysburg, Oh | 12 | 3 | 0 | +3 | 0.0% | |||
| A••••••• independent RIA | Mclean, Va · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Port Jefferson, Ny | 12 | 1 | 0 | +1 | 0.0% | |||
| K••• C•••••• P••••••• independent RIA | San Jose, Ca · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| C•• F•••••••• S•••••••• L••••• independent RIA | Northfield, Nj · principal | 12 | 2 | 0 | +2 | 0.0% | |||
| H•••••••• P••••••• P••••••• independent RIA | Naperville, Il | 12 | 1 | 0 | +1 | 0.0% | |||
| W••••••••• A••••••• independent RIA | Madison, Wi | 12 | 3 | 0 | +3 | 0.0% | |||
| G•••• V••••• A•••••• G••••• L•• independent RIA | Boca Raton, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| V••••• F•••• I••••••••• C••••••••• I••• mixed wealth | Audubon, Pa · principal | 12 | 3 | 0 | +3 | 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.