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 |
|---|---|---|---|---|---|---|---|---|---|
| THRIVENT INVESTMENT MANAGEMENT INC. BD affiliated | Savannah, Ga | 11 | 3 | 0 | +3 | 0.0% | |||
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. BD affiliated | Bellville, Oh | 11 | 0 | 0 | 0 | 0.0% | |||
| ETF MODEL SOLUTIONS, LLC independent RIA | Appleton, Wi · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Northbrook, Il | 11 | 1 | 0 | +1 | 0.0% | |||
| V••••• W••••• M•••••••• I••• bank affiliated | New York, Ny | 11 | 1 | 0 | +1 | 0.0% | |||
| C•••••• C••• A•••• M••••••••• G••••• L•• former | Powell, Oh | 11 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Woodland, Ca | 11 | 0 | 0 | 0 | 0.0% | |||
| T••••••••• P•••••• W••••• L•• independent RIA | New York, Ny · principal | 11 | 3 | 0 | +3 | 0.0% | |||
| B••• F•• A••••••••• I••• independent RIA | Pittsburgh, Pa | 11 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Aberdeen, Sd | 11 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Wyoming, Mi | 11 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fairfield, Nj | 11 | 0 | 0 | 0 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• bank affiliated | Astoria, Ny | 11 | 0 | 0 | 0 | 0.0% | |||
| A••• A••••••• P••••••• BD affiliated | Chesterfield, Mo | 11 | 1 | 0 | +1 | 0.0% | |||
| C••••••• P•••••• W••••• bank affiliated | San Francisco, Ca | 11 | 0 | 0 | 0 | 0.0% | |||
| P•••••• W••••• M••••••••• G•••• independent RIA | Austin, Tx · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Fort Myers, Fl | 11 | 2 | 0 | +2 | 0.0% | |||
| S••••• W••••• M••••••••• independent RIA | Huntersville, Nc | 11 | 11 | 0 | +11 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Woods Cross, Ut | 11 | 0 | 0 | 0 | 0.0% | |||
| C••••••• F•••••••• P••••••• independent RIA | Boston, Ma · principal | 11 | 3 | 0 | +3 | 0.0% | |||
| E••••• A•••••••• L•• state registered | Zepher Cove, Nv | 11 | 0 | 0 | 0 | 0.0% | |||
| S•••• Q•••• A•••••••• L•• independent RIA | New York, Ny | 11 | 2 | 0 | +2 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Akron, Oh | 11 | 0 | 0 | 0 | 0.0% | |||
| W••• C•••••• P•••••••• L•• independent RIA | Wayne, Pa · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Winstonsalem, Nc | 11 | 2 | 0 | +2 | 0.0% | |||
| O••••••••• • C•• I••• BD affiliated | Princeton, Nj | 11 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Colchester, Vt | 11 | 1 | 0 | +1 | 0.0% | |||
| P••••••••• P••••••• independent RIA | North Kansas City, Mo · principal | 11 | 2 | 0 | +2 | 0.0% | |||
| P••••••••• I••••••••• mixed wealth | San Diego, Ca · principal | 11 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Lake Oswego, Or | 11 | 1 | 0 | +1 | 0.0% | |||
| E• W••••• A••••••• independent RIA | San Luis Obispo, Ca | 11 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Cary, Nc | 11 | 0 | 0 | 0 | 0.0% | |||
| C•••••••• L•• other | Lake Mary, Fl · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Westborough, Ma | 11 | 1 | 0 | +1 | 0.0% | |||
| 4•••••• A•••••••• I••• independent RIA | Burr Ridge, Il · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| W••••••• F•••••••• independent RIA | Elmhurst, Il · principal | 11 | 2 | 0 | +2 | 0.0% | |||
| E••••• J•••• national BD | Glendale, Az | 11 | 1 | 0 | +1 | 0.0% | |||
| B••••• G••••• A•••• M••••••••• BD affiliated | Weston, Fl | 11 | 2 | 0 | +2 | 0.0% | |||
| B••••• G••••• A•••• M••••••••• BD affiliated | Falmouth, Me | 11 | 0 | 0 | 0 | 0.0% | |||
| H••••••••• F•••••••• A••••••• bank affiliated | Dublin, Oh | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Wenatchee, Wa | 11 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Anaheim, Ca | 11 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Boulder, Co | 11 | 0 | 0 | 0 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Madison, Wi | 11 | 6 | 0 | +6 | 0.0% | |||
| A••••• W••••• M••••••••• bank affiliated | Springdale, Ar | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Washington Twp, Mi | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Warren, Nj | 11 | 1 | 0 | +1 | 0.0% | |||
| P•• W••••• M••••••••• bank affiliated | Bridgewater, Nj | 11 | 1 | 0 | +1 | 0.0% | |||
| C•••••• C••••••• L•• independent RIA | C••••••, Il · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Ashburn, Va | 11 | 0 | 0 | 0 | 0.0% | |||
| B••••••• W••••• S•••••••• bank affiliated | San Antonio, Tx · principal | 11 | 2 | 0 | +2 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | The Woodlands, Tx | 11 | 0 | 0 | 0 | 0.0% | |||
| F•••• C••••••• I••••••• S•••••••• I••• bank affiliated | Atlanta, Ga | 11 | 2 | 0 | +2 | 0.0% | |||
| T••••••• F•••••••• A•••••••• L•• independent RIA | San Antonio, Tx · principal | 11 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Verona, Wi | 11 | 0 | 0 | 0 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Manhattan Beach, Ca | 11 | 1 | 0 | +1 | 0.0% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Warrenton, Va | 11 | 0 | 0 | 0 | 0.0% | |||
| K•••••• F•••••••• G•••• independent RIA | Edwardsburg, Mi | 11 | 2 | 0 | +2 | 0.0% | |||
| E•••••• F•••••••• E•••••• independent RIA | Denver, Co | 11 | 7 | 0 | +7 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Andover, Mn | 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.