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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLMENT FINANCIAL independent RIA | Elmhurst, Il · principal | 11 | 2 | 0 | +2 | 0.0% | |||
| EQUITABLE ADVISORS, LLC BD affiliated | Akron, Oh | 11 | 0 | 0 | 0 | 0.0% | |||
| STRATEGIC ADVISERS LLC brokerage advisory | Woods Cross, Ut | 11 | 0 | 0 | 0 | 0.0% | |||
| C• A••••••• S••••••• independent RIA | Ann Arbor, Mi | 11 | 2 | 0 | +2 | 0.0% | |||
| T••••••••• P•••••• W••••• L•• independent RIA | New York, Ny · principal | 11 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Boulder, Co | 11 | 0 | 0 | 0 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Winstonsalem, Nc | 11 | 2 | 0 | +2 | 0.0% | |||
| C•••••• C••••••• L•• independent RIA | C••••••, Il · principal | 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% | |||
| L•• F•••••••• L•• BD affiliated | Westborough, Ma | 11 | 1 | 0 | +1 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Ashburn, Va | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Wenatchee, Wa | 11 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Manhattan Beach, Ca | 11 | 1 | 0 | +1 | 0.0% | 1 | ||
| P•••••••• A••••••• BD affiliated | Sarasota, Fl | 11 | 1 | 0 | +1 | 0.0% | |||
| T••••••• F•••••••• A•••••••• L•• independent RIA | San Antonio, Tx · principal | 11 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Andover, Mn | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Wayne, Pa | 11 | 1 | 0 | +1 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Winstonsalem, Nc | 11 | 1 | 0 | +1 | 0.0% | |||
| T••• P•••••• W••••• A•••••••• L•• independent RIA | Salem, Or · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Sewickley, Pa | 11 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Warrenton, Va | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Washington Twp, Mi | 11 | 1 | 0 | +1 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Wilkesbarre, Pa | 11 | 2 | 0 | +2 | 0.0% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Fort Lauderdale, Fl | 11 | 0 | 0 | 0 | 0.0% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Poland, Oh | 11 | 11 | 0 | +11 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Salem, Nh | 11 | 0 | 0 | 0 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Clinton Township, Mi | 11 | 4 | 0 | +4 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Peoria, Az | 11 | 0 | 0 | 0 | 0.0% | |||
| N•••••••• B••••• B• L•• no RAUM | Los Angeles, Ca | 11 | 0 | 0 | 0 | 0.0% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Austin, Tx | 11 | 1 | 0 | +1 | 0.0% | |||
| E•••••• C••• C•••••• M••••••••• mixed wealth | Seattle, Wa · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Orland Park, Il | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Verona, Wi | 11 | 0 | 0 | 0 | 0.0% | |||
| A••••• W••••• M••••••••• bank affiliated | Springdale, Ar | 11 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Coral Springs, Fl | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Warren, Nj | 11 | 1 | 0 | +1 | 0.0% | |||
| F•••• T•••• S••••••••• I••• bank affiliated | Toledo, Oh | 11 | 1 | 0 | +1 | 0.0% | |||
| F•••• T•••• S••••••••• I••• bank affiliated | Loveland, Oh | 11 | 1 | 0 | +1 | 0.0% | |||
| F•••• N•••• W••••• independent RIA | Glendale, Co · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| I•••••• A••••••• L•• BD affiliated | Oakmont, Pa · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| M••••••••• F•••••••• I•• independent RIA | Westlake Village, Ca · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Pensacola, Fl | 11 | 3 | 0 | +3 | 0.0% | |||
| D•••• • D•••••••• P•••••• I••••••••• C••••••• I••• independent RIA | Bloomfield Hills, Mi · principal | 11 | 3 | 0 | +3 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | San Diego, Ca | 11 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Agoura Hills, Ca | 11 | 0 | 0 | 0 | 0.0% | |||
| E• W••••• A••••••• independent RIA | San Luis Obispo, Ca | 11 | 4 | 0 | +4 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Tucson, Az | 11 | 0 | 0 | 0 | 0.0% | |||
| I••••••••• A••••••• G•••• L•• independent RIA | Shelton, Ct · principal | 11 | 3 | 0 | +3 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Medford, Or | 11 | 8 | 0 | +8 | 0.0% | |||
| F•••• C••••••• I••••••• S•••••••• I••• bank affiliated | Atlanta, Ga | 11 | 2 | 0 | +2 | 0.0% | |||
| G••••• W••••• M••••••••• I••• BD affiliated | Roanoke, Va | 11 | 0 | 0 | 0 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Buffalo Grove, Il | 11 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Turlock, Ca | 11 | 1 | 0 | +1 | 0.0% | |||
| V••••• W••••• S••••••••• L•• independent RIA | Lodi, Ca · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| A•••••• independent RIA | Dallas, Tx · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| S•••• W••••• A••••••• G•••• L•• independent RIA | West Seneca, Ny · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| V••••• I••••••••• P••••••• independent RIA | Beaufort, Sc · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Tega Cay, Sc | 11 | 4 | 0 | +4 | 0.0% | |||
| C•••••• W••••• S•••••••• L•• independent RIA | Palm Desert, Ca · principal | 11 | 2 | 0 | +2 | 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.