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 |
|---|---|---|---|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC national BD | Wilmington, De | 12 | 0 | 0 | 0 | 0.0% | |||
| RAYMOND JAMES & ASSOCIATES, INC. national BD | Indianapolis, In | 12 | 1 | 0 | +1 | 0.0% | 1 | ||
| RAYMOND JAMES & ASSOCIATES, INC. national BD | Largo, Fl | 12 | 2 | 0 | +2 | 0.0% | |||
| G•••••••• A•••••••• L•• independent RIA | Madison, Wi · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mount Vernon, Wa | 12 | 0 | 0 | 0 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Sugar Land, Tx | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Woodbridge, Va | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Florham Park, Nj | 12 | 0 | 0 | 0 | 0.0% | |||
| A•••••••• C•••••• M••••••••• L•• institutional | Richmond, Va · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Buford, Ga | 12 | 1 | 0 | +1 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Tacoma, Wa | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Livonia, Mi | 12 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Coeur Dalene, Id | 12 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Inver Grove Heights, Mn | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••• A•••••••• I••• independent RIA | Ruston, La · principal | 12 | 0 | 0 | 0 | 0.0% | |||
| C••••••••• W••••• M••••••••• C•••• other | San Juan, Pr · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| A•••••••• W••••• C••••••••• L•• independent RIA | State College, Pa · principal | 12 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Highland Heights, Ky | 12 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Hayward, Ca | 12 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Columbus, Ga | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Kingsport, Tn | 12 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Conshohocken, Pa | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Kearney, Ne | 12 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Glastonbury, Ct | 12 | 1 | 0 | +1 | 0.0% | |||
| E•••••• W••••• A•••••••• I••• independent RIA | Athens, Ga · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| A••••••• F••••••••• L••• independent RIA | Walnut Creek, Ca | 12 | 5 | 0 | +5 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Garden City, Ny | 12 | 4 | 0 | +4 | 0.0% | |||
| W•••• I••••••••• A•••••••• L•• other | Columbus, Oh | 12 | 2 | 0 | +2 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Greenville, Sc | 12 | 4 | 0 | +4 | 0.0% | |||
| A••••••• F••••••••• L••• independent RIA | Cincinnati, Oh | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Beaver, Pa | 12 | 1 | 0 | +1 | 0.0% | |||
| E• W••••• A••••••• independent RIA | Skokie, Il | 12 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | New Philadelphia, Oh | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Hudson, Oh | 12 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Glenview, Il | 12 | 2 | 0 | +2 | 0.0% | |||
| K•• C•••••• M••••••••• I••• independent RIA | Hendersonville, Tn · principal | 12 | 5 | 0 | +5 | 0.0% | |||
| E••••• J•••• national BD | Houma, La | 12 | 0 | 0 | 0 | 0.0% | |||
| F••••• M••••• W••••• A•••••••• L•• independent RIA | Kansas City, Mo | 12 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Carlsbad, Ca | 12 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Edina, Mn | 12 | 5 | 0 | +5 | 0.0% | |||
| T••••••• A•••• M••••••••• independent RIA | Boston, Ma · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | El Segundo, Ca | 12 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Grapevine, Tx | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Goshen, Ny | 12 | 0 | 0 | 0 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Florence, Ky | 12 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Granger, In | 12 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Eatontown, Nj | 12 | 0 | 0 | 0 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Edmonds, Wa | 12 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Suffolk, Va | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Flowood, Ms | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Florence, Ky | 12 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Springfield, Mo | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fremont, Ne | 12 | 0 | 0 | 0 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Milford, Ct | 12 | 3 | 0 | +3 | 0.0% | |||
| E•••• S••••••••• L•• BD affiliated | Lakewood, Co | 12 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Quincy, Il | 12 | 1 | 0 | +1 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Franklin, Tn | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fishers, In | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Gainesville, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Boulder, Co | 12 | 1 | 0 | +1 | 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.