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 |
|---|---|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC BD affiliated | Buford, Ga | 12 | 1 | 0 | +1 | 0.0% | |||
| RAYMOND JAMES & ASSOCIATES, INC. national BD | Carlsbad, Ca | 12 | 3 | 0 | +3 | 0.0% | |||
| RAYMOND JAMES & ASSOCIATES, INC. national BD | Columbus, Ga | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Florham Park, Nj | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Avon, Ct | 12 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Coeur Dalene, Id | 12 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Conshohocken, Pa | 12 | 0 | 0 | 0 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Akron, Oh | 12 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Beaver, Pa | 12 | 1 | 0 | +1 | 0.0% | |||
| V•••• L•• independent RIA | Troy, Mi · principal | 12 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• BD affiliated | Linwood, Nj | 12 | 2 | 0 | +2 | 0.0% | |||
| D••••• C•••••• A••••••• L•• asset manager | Bozeman, Mt · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| G•••••••• A•••••••• L•• independent RIA | Madison, Wi · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Franklin, Tn | 12 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Edmonds, Wa | 12 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | El Segundo, Ca | 12 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Suffolk, Va | 12 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Springfield, Mo | 12 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Fredericksburg, Tx | 12 | 0 | 0 | 0 | 0.0% | |||
| C••••••••• I••••••••• A•••••••• L•• independent RIA | Greenwood Village, Co | 12 | 4 | 0 | +4 | 0.0% | |||
| M••••• G••••• A••••••• I••• independent RIA | Waltham, Ma | 12 | 0 | 0 | 0 | 0.0% | |||
| M••••• G••••• A••••••• I••• independent RIA | Radnor, Pa | 12 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Florence, Ky | 12 | 0 | 0 | 0 | 0.0% | |||
| W•••• I••••••••• A•••••••• L•• other | Columbus, Oh | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Hudson, Oh | 12 | 2 | 0 | +2 | 0.0% | |||
| W•••• F•••• A••••••• BD affiliated | Frisco, Tx | 12 | 6 | 0 | +6 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Portland, Me | 12 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Conroe, Tx | 12 | 0 | 0 | 0 | 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% | |||
| W••••••••• A••••••• P••••••• L•• BD affiliated | Horsham, Pa | 12 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Boulder, Co | 12 | 1 | 0 | +1 | 0.0% | |||
| G••• L••• A•••••••• L•• independent RIA | Columbia, Sc | 12 | 1 | 0 | +1 | 0.0% | |||
| C••••••• P••••••• independent RIA | Omaha, Ne | 12 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fremont, Ne | 12 | 0 | 0 | 0 | 0.0% | |||
| C••• D•••••••• I••••••••• independent RIA | Santa Fe, Nm · principal | 12 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Flowood, Ms | 12 | 2 | 0 | +2 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Brookfield, Wi | 12 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Davenport, Ia | 12 | 2 | 0 | +2 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Arlington Heights, Il | 12 | 1 | 0 | +1 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Columbus, Oh | 12 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Gainesville, Fl | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fishers, In | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Florence, Ky | 12 | 1 | 0 | +1 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Milford, Ct | 12 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Mill Creek, Wa | 12 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fairfield, Oh | 12 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Winchester, Va | 12 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Granger, In | 12 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Eau Claire, Wi | 12 | 2 | 0 | +2 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Littleton, Co | 12 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Crossville, Tn | 12 | 3 | 0 | +3 | 0.0% | |||
| R•• S••••••••• I••• BD affiliated | San Francisco, Ca | 12 | 3 | 0 | +3 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Lafayette, La | 12 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• F••••••••• I••• BD affiliated | Lexington, Sc | 12 | 2 | 0 | +2 | 0.0% | |||
| C••••••• P••••••• independent RIA | Charlotte, Nc | 12 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Chico, Ca | 12 | 1 | 0 | +1 | 0.0% | |||
| H•••••••• A•••••••• L•• BD affiliated | Spokane, Wa | 12 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Castle Rock, Co | 12 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Chapel Hill, Nc | 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.