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 |
|---|---|---|---|---|---|---|---|---|---|
| GOOD LIFE ADVISORS, LLC independent RIA | Columbia, Sc | 12 | 1 | 0 | +1 | 0.0% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Grapevine, Tx | 12 | 2 | 0 | +2 | 0.0% | |||
| EDWARD JONES national BD | Savannah, Ga | 12 | 1 | 0 | +1 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Milford, Ct | 12 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Davenport, Ia | 12 | 2 | 0 | +2 | 0.0% | |||
| R•• S••••••••• I••• BD affiliated | Beverly Hills, Ca | 12 | 3 | 0 | +3 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Boulder, Co | 12 | 1 | 0 | +1 | 0.0% | |||
| S••••• F•••••••• M••••••••• L•• independent RIA | Parsippany, Nj · principal | 12 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Hingham, Ma | 12 | 1 | 0 | +1 | 0.0% | 1 | ||
| P••••••••• W••••• independent RIA | Hinsdale, Il · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| W•• A•••••••• I••• independent RIA | Baltimore, Md · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| C••••• U•••• I••••••••• S••••••• state registered | Greensboro, Nc | 11 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Youngstown, Oh | 11 | 1 | 0 | +1 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Fort Myers, Fl | 11 | 2 | 0 | +2 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Winstonsalem, Nc | 11 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Charleston, Sc | 11 | 0 | 0 | 0 | 0.0% | |||
| N•••••• A••••••• BD affiliated | Milldale, Ct | 11 | 0 | 0 | 0 | 0.0% | |||
| T•• W••••• G•••• • A••••• B• C•••• • A••••••••• independent RIA | Eden Prairie, Mn · principal | 11 | 4 | 0 | +4 | 0.0% | |||
| L• R•• P••• • A••••••••• L•• independent RIA | Phoenix, Az · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Cedar Rapids, Ia | 11 | 2 | 0 | +2 | 0.0% | |||
| N•••••• A••••••• BD affiliated | Birmingham, Al | 11 | 11 | 0 | +11 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Centerville, Ut | 11 | 0 | 0 | 0 | 0.0% | |||
| U••• B•••••• A•••••••• L•• bank affiliated | Phoenix, Az | 11 | 10 | 0 | +10 | 0.0% | |||
| U••• B•••••• A•••••••• L•• bank affiliated | Omaha, Ne | 11 | 11 | 0 | +11 | 0.0% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Ponte Vedra Beach, Fl | 11 | 1 | 0 | +1 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Akron, Oh | 11 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fairfield, Nj | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Westborough, Ma | 11 | 1 | 0 | +1 | 0.0% | |||
| W••••••• I••••••••• C••••••• L•• independent RIA | Nashville, Tn · principal | 11 | 2 | 0 | +2 | 0.0% | |||
| O•••• A••••••• S•••••••• L•• BD affiliated | Bloomfield Hills, Mi | 11 | 2 | 0 | +2 | 0.0% | |||
| L••••••• R••••••••• I••••••••• A•••••••• L•• independent RIA | Lubbock, Tx · principal | 11 | 5 | 0 | +5 | 0.0% | |||
| A••••• W••••• M••••••••• bank affiliated | Springdale, Ar | 11 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Cape Girardeau, Mo | 11 | 1 | 0 | +1 | 0.0% | |||
| G••• F•• W••••• A•••••••• L•• independent RIA | Rockland, De · principal | 11 | 3 | 0 | +3 | 0.0% | |||
| C••• P•••••• W••••• A•••••••• I••• bank affiliated | San Francisco, Ca | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Wenatchee, Wa | 11 | 1 | 0 | +1 | 0.0% | |||
| C•••••• I••••••••• M••••••••• L•• independent RIA | Stamford, Ct · principal | 11 | 2 | 0 | +2 | 0.0% | |||
| G••••••• B•••• W••••• M••••••••• independent RIA | Lafayette, In · principal | 11 | 4 | 0 | +4 | 0.0% | |||
| C••• P•••••• W••••• A•••••••• I••• bank affiliated | Denver, Co | 11 | 0 | 0 | 0 | 0.0% | |||
| A•••• C•••••• P••••••• L•• asset manager | Miami, Fl · principal | 11 | 8 | 0 | +8 | 0.0% | |||
| T•• A••••• P•••••••• L•• independent RIA | Columbus, Oh · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| F•••• C••••••• I••••••• S•••••••• I••• bank affiliated | Atlanta, Ga | 11 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Appleton, Wi | 11 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• F•••••••• S••••••••• I••• independent RIA | El Dorado Hills, Ca · principal | 11 | 2 | 0 | +2 | 0.0% | |||
| O•• W••••• A•••••••• L•• independent RIA | San Francisco, Ca · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Warren, Nj | 11 | 1 | 0 | +1 | 0.0% | |||
| M• E• A•••••• • C••• I••• BD affiliated | San Antonio, Tx · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| P•••••• A••••••• independent RIA | Lehi, Ut | 11 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Washington Twp, Mi | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Verona, Wi | 11 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Lincoln, Ne | 11 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Bentonville, Ar | 11 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Sulphur, La | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Upland, Ca | 11 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Union City, Tn | 11 | 0 | 0 | 0 | 0.0% | |||
| C••••• C•••••• A•••••••• L•• independent RIA | Tulsa, Ok · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Colchester, Vt | 11 | 1 | 0 | +1 | 0.0% | |||
| M••••• G•••• I••••••••• A•••••••• L•• independent RIA | Mission Woods, Ks | 11 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Turlock, Ca | 11 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Williamsburg, Va | 11 | 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.