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 |
|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC independent RIA | Cedar Rapids, Ia | 12 | 1 | 0 | +1 | 0.0% | |||
| HIGHPOINT PLANNING PARTNERS independent RIA | Naperville, Il | 12 | 1 | 0 | +1 | 0.0% | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC independent RIA | Walnut Creek, Ca | 12 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Mesa, Az | 12 | 1 | 0 | +1 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Eden Prairie, Mn | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | San Francisco, Ca | 12 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• F•••••••• C•••••••• L•• independent RIA | San Antonio, Tx · principal | 12 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Meridian, Id | 12 | 0 | 0 | 0 | 0.0% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• independent RIA | Naples, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| L•••••••• W••••• M••••••••• L•• independent RIA | Mentor, Oh · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| T•• A••••• G••••• L•• independent RIA | Virginia Beach, Va · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••• A••••••• L•• mixed wealth | Miami, Fl · principal | 12 | 4 | 0 | +4 | 0.0% | |||
| C••••••• S••••••••• I••• bank affiliated | Philadelphia, Pa | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Savage, Mn | 12 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Red Wing, Mn | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mesa, Az | 12 | 1 | 0 | +1 | 0.0% | |||
| W••••••••• A••••••• G••••• L•• independent RIA | St Louis, Mo | 12 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Marble Falls, Tx | 12 | 4 | 0 | +4 | 0.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Boise, Id | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Mansfield, Tx | 12 | 1 | 0 | +1 | 0.0% | |||
| F•••• F•••••••• independent RIA | Bloomington, Mn | 12 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Portsmouth, Nh | 12 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Mansfield, Tx | 12 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Buford, Ga | 12 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Lakeland, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Indianapolis, In | 12 | 1 | 0 | +1 | 0.0% | 1 | ||
| R•• C•••••• M••••••• L•• national BD | Wilmington, De | 12 | 0 | 0 | 0 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Tacoma, Wa | 12 | 1 | 0 | +1 | 0.0% | |||
| W•••• I••••••••• A•••••••• L•• other | Columbus, Oh | 12 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Grand Blanc, Mi | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Livonia, Mi | 12 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Sugar Land, Tx | 12 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Largo, Fl | 12 | 2 | 0 | +2 | 0.0% | |||
| G•••••••• A•••••••• L•• independent RIA | Madison, Wi · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Edina, Mn | 12 | 5 | 0 | +5 | 0.0% | |||
| L••••••••• F•••••••• A•••••••• L•• independent RIA | El Paso, Tx · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | New Iberia, La | 12 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Florham Park, Nj | 12 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• S••••••••• I••• BD affiliated | Lincoln, Ne | 12 | 2 | 0 | +2 | 0.0% | |||
| K••• C•••••• P••••••• independent RIA | San Jose, Ca · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Coeur Dalene, Id | 12 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Carlsbad, Ca | 12 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Kingsport, Tn | 12 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Kearney, Ne | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Hudson, Oh | 12 | 2 | 0 | +2 | 0.0% | |||
| H••••••• I••••••••• G••••• I••• independent RIA | Pompano Beach, Fl · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••• F•••••••• L•• independent RIA | St Louis Park, Mn | 12 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Beaver, Pa | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••• M••••••••• G•••• I•• independent RIA | La Crosse, Wi · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Columbus, Ga | 12 | 0 | 0 | 0 | 0.0% | |||
| E•••••• W••••• A•••••••• I••• independent RIA | Athens, Ga · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Houma, La | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Goshen, Ny | 12 | 0 | 0 | 0 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Franklin, Tn | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Grapevine, Tx | 12 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Florence, Ky | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Gainesville, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fremont, Ne | 12 | 0 | 0 | 0 | 0.0% | |||
| K•• C•••••• M••••••••• I••• independent RIA | Hendersonville, Tn · principal | 12 | 5 | 0 | +5 | 0.0% | |||
| A•••••••• C•••••• M••••••••• L•• institutional | Richmond, Va · principal | 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.