DFX Intelligence
Offices
Where advisors are leaving, and where they are arriving
An 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.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| THORNBURG INVESTMENT MANAGEMENT INC asset manager | Santa Fe, Nm · principal | 42 | 19 | 3 | +16 | 7.1% | |||
| MORGAN STANLEY wirehouse | Portland, Or | 41 | 5 | 3 | +2 | 7.3% | |||
| PRINCIPAL ADVISED SERVICES BD affiliated | Des Moines, Ia · principal | 41 | 5 | 3 | +2 | 7.3% | |||
| E••••• J•••• national BD | Chandler, Az | 41 | 3 | 3 | 0 | 7.3% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Winston Salem, Nc | 41 | 3 | 3 | 0 | 7.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Oklahoma City, Ok | 41 | 4 | 3 | +1 | 7.3% | |||
| P••• I••••••••• L•• asset manager | Newark, Nj · principal | 41 | 9 | 3 | +6 | 7.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Milwaukee, Wi | 41 | 6 | 3 | +3 | 7.3% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Southfield, Mi | 41 | 8 | 3 | +5 | 7.3% | 1 | ||
| R•••••• W••••• A•••••••• I••• independent RIA | Minneapolis, Mn · principal | 40 | 0 | 3 | -3 | 7.5% | 1 | ||
| M•••••• P••••••• independent RIA | M••••••, Wi · principal | 40 | 26 | 3 | +23 | 7.5% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Chicago, Il | 40 | 6 | 3 | +3 | 7.5% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Minneapolis, Mn | 40 | 6 | 3 | +3 | 7.5% | |||
| L••••• W••••• M••••••••• L•• independent RIA | Boise, Id · principal | 39 | 16 | 3 | +13 | 7.7% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Bedford, Nh | 39 | 5 | 3 | +2 | 7.7% | 1 | ||
| A••••• W••••• M••••••••• independent RIA | Tulsa, Ok | 39 | 1 | 3 | -2 | 7.7% | |||
| F•••••••• F•••••••• A••••••• independent RIA | Grand Rapids, Mi · principal | 39 | 10 | 3 | +7 | 7.7% | |||
| R•• C•••••• M••••••• L•• national BD | Denver, Co | 39 | 8 | 3 | +5 | 7.7% | 1 | ||
| M••••• O• O•••• I••••••• S•••••••• I••• independent RIA | Phoenix, Az | 39 | 8 | 3 | +5 | 7.7% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | New York, Ny | 38 | 13 | 3 | +10 | 7.9% | 2 | ||
| D••••••••• W••••• M••••••••• independent RIA | Walnut Creek, Ca · principal | 38 | 2 | 3 | -1 | 7.9% | |||
| A•••• W••••• M••••••••• L•• independent RIA | Atlanta, Ga · principal | 37 | 21 | 3 | +18 | 8.1% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Indianapolis, In | 36 | 5 | 3 | +2 | 8.3% | |||
| C•••••• S••••• • C••• I••• national BD | Seattle, Wa | 36 | 15 | 3 | +12 | 8.3% | |||
| P•••••••• S••••••••• I••• BD affiliated | Minnetonka, Mn | 36 | 4 | 3 | +1 | 8.3% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Phoenix, Az | 36 | 10 | 3 | +7 | 8.3% | 1 | ||
| C•••••• S••••• • C••• I••• national BD | Charlotte, Nc | 35 | 6 | 3 | +3 | 8.6% | |||
| E••••• J•••• national BD | Louisville, Ky | 35 | 3 | 3 | 0 | 8.6% | |||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Tempe, Az | 35 | 25 | 3 | +22 | 8.6% | |||
| O••••••••• • C•• I••• BD affiliated | Stamford, Ct | 35 | 2 | 3 | -1 | 8.6% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Edina, Mn | 35 | 8 | 3 | +5 | 8.6% | 1 | ||
| J•• F••••• O••••• independent RIA | Denver, Co · principal | 35 | 7 | 3 | +4 | 8.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Fort Myers, Fl | 35 | 2 | 3 | -1 | 8.6% | |||
| E•• F•••••••• A••••••• independent RIA | Roanoke, Va | 35 | 12 | 3 | +9 | 8.6% | |||
| S••••••• W••••• M••••••••• L•• independent RIA | Purchase, Ny · principal | 34 | 4 | 3 | +1 | 8.8% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Indianapolis, In | 34 | 5 | 3 | +2 | 8.8% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Reno, Nv | 34 | 3 | 3 | 0 | 8.8% | |||
| G••••• S•••• I••••••••• A••••••• S•••••••• L•• independent RIA | Red Bank, Nj · principal | 33 | 4 | 3 | +1 | 9.1% | |||
| C••• I••••••••• A•••••••• I••• independent RIA | Mcdonough, Ga · principal | 33 | 7 | 3 | +4 | 9.1% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Las Vegas, Nv | 33 | 8 | 3 | +5 | 9.1% | |||
| S•••••••• W••••• I••••••••• G••••• L•• independent RIA | Louisville, Ky · principal | 32 | 7 | 3 | +4 | 9.4% | |||
| L•• F•••••••• L•• BD affiliated | Doylestown, Pa | 32 | 3 | 3 | 0 | 9.4% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bloomington, Mn | 32 | 3 | 3 | 0 | 9.4% | |||
| J••• M••••• S••••••••• L•• wirehouse | Pittsburgh, Pa | 32 | 9 | 3 | +6 | 9.4% | |||
| C••••••••• F•••••••• N•••••• national BD | Worcester, Ma | 31 | 4 | 3 | +1 | 9.7% | |||
| E••••• J•••• national BD | Topeka, Ks | 31 | 6 | 3 | +3 | 9.7% | 1 | ||
| M••• C•••••• M••••••••• L•• independent RIA | Miami, Fl · principal | 31 | 8 | 3 | +5 | 9.7% | |||
| S•••••• S••••••••• I••• BD affiliated | Port Charlotte, Fl | 31 | 2 | 3 | -1 | 9.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fort Myers, Fl | 31 | 2 | 3 | -1 | 9.7% | |||
| W•••• F•••• A••••••• wirehouse | Southlake, Tx | 31 | 5 | 3 | +2 | 9.7% | |||
| M••••• S•••••• wirehouse | Santa Monica, Ca | 31 | 1 | 3 | -2 | 9.7% | 1 | ||
| M••••• O• O•••• I••••••• S•••••••• I••• independent RIA | Springfield, Mo | 30 | 4 | 3 | +1 | 10% | |||
| W••••• J•••••• W••••• independent RIA | Houston, Tx · principal | 30 | 10 | 3 | +7 | 10% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Bellevue, Wa | 30 | 1 | 3 | -2 | 10% | 1 | ||
| H••••••• F•••••••• independent RIA | Kennesaw, Ga · principal | 29 | 4 | 3 | +1 | 10% | |||
| L•• E••••••••• L•• BD affiliated | Southborough, Ma | 29 | 7 | 3 | +4 | 10% | |||
| L•• E••••••••• L•• BD affiliated | Williamsville, Ny | 29 | 7 | 3 | +4 | 10% | |||
| C•••••• S••••• • C••• I••• national BD | Clayton, Mo | 29 | 5 | 3 | +2 | 10% | |||
| C••••• F•••••••• S••••••••• I••• independent RIA | Athens, Ga · principal | 29 | 3 | 3 | 0 | 10% | |||
| I••••• L•• independent RIA | Indianapolis, In · principal | 29 | 7 | 3 | +4 | 10% | 1 |
22,747 offices match.
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.