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 |
|---|---|---|---|---|---|---|---|---|---|
| PORTLAND GLOBAL ADVISORS LLC independent RIA | Portland, Me · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| HOWLAND CAPITAL MANAGEMENT LLC independent RIA | Boston, Ma · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| EQUITABLE ADVISORS, LLC BD affiliated | Fort Myers, Fl | 11 | 2 | 0 | +2 | 0.0% | |||
| O•• W••••• A•••••••• L•• independent RIA | San Francisco, Ca · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| F•• C•••••• P••••••• independent RIA | Bethesda, Md · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| O•••• A••••••• S•••••••• L•• BD affiliated | Bloomfield Hills, Mi | 11 | 2 | 0 | +2 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Cedar Rapids, Ia | 11 | 2 | 0 | +2 | 0.0% | |||
| A••••• W••••• M••••••••• bank affiliated | Springdale, Ar | 11 | 0 | 0 | 0 | 0.0% | |||
| R•• W••••• M••••••••• independent RIA | New Philadelphia, Oh · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Cape Girardeau, Mo | 11 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fairfield, Nj | 11 | 0 | 0 | 0 | 0.0% | |||
| G••• F•• W••••• A•••••••• L•• independent RIA | Rockland, De · principal | 11 | 3 | 0 | +3 | 0.0% | |||
| P•••••• A••••••• independent RIA | Lehi, Ut | 11 | 2 | 0 | +2 | 0.0% | |||
| S•••••• S••••••••• I••• bank affiliated | Alpharetta, Ga | 11 | 0 | 0 | 0 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Akron, Oh | 11 | 0 | 0 | 0 | 0.0% | |||
| H••• F•••• A•••••••• I••• independent RIA | Rochester, Ny · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| A•••• C•••••• P••••••• L•• asset manager | Miami, Fl · principal | 11 | 8 | 0 | +8 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Westborough, Ma | 11 | 1 | 0 | +1 | 0.0% | |||
| T•• A••••• P•••••••• L•• independent RIA | Columbus, Oh · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Yulee, Fl | 11 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• F•••••••• S••••••••• I••• independent RIA | El Dorado Hills, Ca · principal | 11 | 2 | 0 | +2 | 0.0% | |||
| F•••• C••••••• I••••••• S•••••••• I••• bank affiliated | Atlanta, Ga | 11 | 2 | 0 | +2 | 0.0% | |||
| B•••• • M••••• W••••• M••••••••• L•• independent RIA | Mclean, Va · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Wenatchee, Wa | 11 | 1 | 0 | +1 | 0.0% | |||
| C••••• C•••••• A•••••••• L•• independent RIA | Tulsa, Ok · principal | 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 | Washington Twp, Mi | 11 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Colchester, Vt | 11 | 1 | 0 | +1 | 0.0% | |||
| G••••••• I••••••••• A•••••••• I••••••••• independent RIA | Pittsburgh, Pa · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Aurora, Il | 11 | 0 | 0 | 0 | 0.0% | |||
| E•• M•••• S••••••••• L•• independent RIA | Appleton, Wi · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| V••••• W••••• M•••••••• I••• bank affiliated | New York, Ny | 11 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Cary, Nc | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Warren, Nj | 11 | 1 | 0 | +1 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Langhorne, Pa | 11 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Upland, Ca | 11 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Boulder, Co | 11 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• S••••••••• I••• BD affiliated | Minneapolis, Mn | 11 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Wyoming, Mi | 11 | 2 | 0 | +2 | 0.0% | |||
| H•••••• A••••••• S•••••••• I••• independent RIA | Ormond Beach, Fl · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| E••••• A•••••••• L•• state registered | Zepher Cove, Nv | 11 | 0 | 0 | 0 | 0.0% | |||
| G••••••• B•••• W••••• M••••••••• independent RIA | Lafayette, In · principal | 11 | 4 | 0 | +4 | 0.0% | |||
| E••••• J•••• national BD | Aberdeen, Sd | 11 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Woodland, Ca | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Verona, Wi | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Union City, Tn | 11 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mount Pleasant, Sc | 11 | 0 | 0 | 0 | 0.0% | |||
| C••••••• F•••••••• P••••••• independent RIA | Boston, Ma · principal | 11 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Ashburn, Va | 11 | 0 | 0 | 0 | 0.0% | |||
| P••••••••• I••••••••• mixed wealth | San Diego, Ca · principal | 11 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Iron Mountain, Mi | 11 | 0 | 0 | 0 | 0.0% | |||
| N•••••• C•••••• M••••••••• mixed wealth | Marietta, Ga · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| W••• C•••••• P•••••••• L•• independent RIA | Wayne, Pa · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Andover, Mn | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Tega Cay, Sc | 11 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Sunnyvale, Ca | 11 | 0 | 0 | 0 | 0.0% | |||
| P••••••••• P••••••• independent RIA | North Kansas City, Mo · principal | 11 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Surprise, Az | 11 | 0 | 0 | 0 | 0.0% | 1 | ||
| O••••••••• • C•• I••• BD affiliated | Princeton, Nj | 11 | 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.