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 |
|---|---|---|---|---|---|---|---|---|---|
| VALLEY FORGE INVESTMENT CONSULTANTS, INC. mixed wealth | Audubon, Pa · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| BLOOM ADVISORS independent RIA | Farmington Hills, Mi · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| EDWARD JONES national BD | Ocala, Fl | 12 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Stroudsburg, Pa | 12 | 0 | 0 | 0 | 0.0% | |||
| S•••••• F•••••••• G••••• L••••• independent RIA | Troy, Mi | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | New Prague, Mn | 12 | 0 | 0 | 0 | 0.0% | |||
| W•••••• A••••••• G••••• L•• independent RIA | Columbus, Oh · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| M••••• W••••• M••••••••• I••• independent RIA | Anaheim, Ca · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| P••• F•••••••• A••••••• independent RIA | Hillsboro, Or · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Norfolk, Ne | 12 | 1 | 0 | +1 | 0.0% | |||
| R•••••• • A••••••••• independent RIA | Lancaster, Pa · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Westlake Village, Ca | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | San Francisco, Ca | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Indianapolis, In | 12 | 1 | 0 | +1 | 0.0% | 1 | ||
| M••••• S•••••• wirehouse | Riverside, Ca | 12 | 0 | 0 | 0 | 0.0% | |||
| H•••••••• P••••••• P••••••• independent RIA | Naperville, Il | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mount Vernon, Wa | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••• A••••••• L•• mixed wealth | Miami, Fl · principal | 12 | 4 | 0 | +4 | 0.0% | |||
| B••••••• A•••• M••••••••• L•• institutional | Northfield, Il · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Mesa, Az | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••• A•••• M••••••••• I••• bank affiliated | New York, Ny · principal | 12 | 7 | 0 | +7 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mesa, Az | 12 | 1 | 0 | +1 | 0.0% | |||
| T•• A••••• G••••• L•• independent RIA | Virginia Beach, Va · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| W•••• I••••••••• A•••••••• L•• other | Columbus, Oh | 12 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Florham Park, Nj | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Muskegon, Mi | 12 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Mission Viejo, Ca | 12 | 0 | 0 | 0 | 0.0% | |||
| L•••••••• W••••• M••••••••• L•• independent RIA | Mentor, Oh · 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••••• I••••••••• A••••••• L•• BD affiliated | Wilmington, Nc | 12 | 3 | 0 | +3 | 0.0% | 1 | ||
| W••••••••• A••••••• G••••• L•• independent RIA | St Louis, Mo | 12 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Buford, Ga | 12 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Westminster, Co | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Livonia, Mi | 12 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Edina, Mn | 12 | 5 | 0 | +5 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Columbus, Ga | 12 | 0 | 0 | 0 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Eden Prairie, Mn | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Conshohocken, Pa | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Marble Falls, Tx | 12 | 4 | 0 | +4 | 0.0% | |||
| E••••• J•••• national BD | Mansfield, Tx | 12 | 1 | 0 | +1 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Wilmington, De | 12 | 0 | 0 | 0 | 0.0% | |||
| B••••• E•••••• W•••• independent RIA | Walnut Creek, Ca · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| C••••••• S••••••••• I••• bank affiliated | Philadelphia, Pa | 12 | 1 | 0 | +1 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Tacoma, Wa | 12 | 1 | 0 | +1 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Sugar Land, Tx | 12 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Carlsbad, Ca | 12 | 3 | 0 | +3 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | North Andover, Ma | 12 | 1 | 0 | +1 | 0.0% | |||
| S•••••• F•••••••• G••••• L••••• independent RIA | Beachwood, Oh | 12 | 0 | 0 | 0 | 0.0% | |||
| S••••• W••••• A••••••• independent RIA | Orem, Ut · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Lakeland, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Granger, In | 12 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Beaver, Pa | 12 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Spring, Tx | 12 | 0 | 0 | 0 | 0.0% | |||
| R•• R•••••••• L•• platform/SMA | Beverly Hills, Ca | 12 | 0 | 0 | 0 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Boise, Id | 12 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Sioux Falls, Sd | 12 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Grand Blanc, Mi | 12 | 2 | 0 | +2 | 0.0% | |||
| C••• L•• independent RIA | Cedar Rapids, Ia | 12 | 1 | 0 | +1 | 0.0% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• independent RIA | Walnut Creek, Ca | 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.