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 |
|---|---|---|---|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT BD affiliated | Austin, Tx | 11 | 1 | 0 | +1 | 0.0% | |||
| PRIMERICA ADVISORS BD affiliated | Hellertown, Pa | 11 | 0 | 0 | 0 | 0.0% | |||
| OSAIC WEALTH, INC. BD affiliated | Peoria, Az | 11 | 0 | 0 | 0 | 0.0% | |||
| OSAIC WEALTH, INC. BD affiliated | Orland Park, Il | 11 | 0 | 0 | 0 | 0.0% | |||
| LPL FINANCIAL LLC BD affiliated | Washington Twp, Mi | 11 | 1 | 0 | +1 | 0.0% | |||
| N•••••••• B••••• B• L•• no RAUM | Los Angeles, Ca | 11 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Rego Park, Ny | 11 | 1 | 0 | +1 | 0.0% | |||
| P••••••••• S••••••••• C••••••••• BD affiliated | Agoura Hills, Ca | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Warren, Nj | 11 | 1 | 0 | +1 | 0.0% | |||
| I•••••• A••••••• L•• BD affiliated | Oakmont, Pa · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| F•••• N•••• W••••• independent RIA | Glendale, Co · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| A••••• W••••• M••••••••• bank affiliated | Springdale, Ar | 11 | 0 | 0 | 0 | 0.0% | |||
| S••••• P•••• P••••••• independent RIA | Boston, Ma · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Boulder, Co | 11 | 0 | 0 | 0 | 0.0% | |||
| F•••• T•••• S••••••••• I••• bank affiliated | Loveland, Oh | 11 | 1 | 0 | +1 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Midlothian, Va | 11 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Verona, Wi | 11 | 0 | 0 | 0 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Medford, Or | 11 | 8 | 0 | +8 | 0.0% | |||
| N•••• S••• I••••••••• M••••••••• C••••••••• independent RIA | Chicago, Il · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| W••••• M••••••••• A••••••••• I••• independent RIA | Cherry Hill, Nj · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Urbandale, Ia | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Upland, Ca | 11 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Turlock, Ca | 11 | 1 | 0 | +1 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Buffalo Grove, Il | 11 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Tempe, Az | 11 | 0 | 0 | 0 | 0.0% | |||
| S•••• W••••• A••••••• G•••• L•• independent RIA | West Seneca, Ny · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| V••••• W••••• S••••••••• L•• independent RIA | Lodi, Ca · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Union City, Tn | 11 | 0 | 0 | 0 | 0.0% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Tucson, Az | 11 | 4 | 0 | +4 | 0.0% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Pensacola, Fl | 11 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Sulphur, La | 11 | 1 | 0 | +1 | 0.0% | |||
| C•••••• W••••• S•••••••• L•• independent RIA | Palm Desert, Ca · principal | 11 | 2 | 0 | +2 | 0.0% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• independent RIA | Warren, Nj | 11 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Milwaukee, Wi | 11 | 4 | 0 | +4 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Greenville, Sc | 11 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Tega Cay, Sc | 11 | 4 | 0 | +4 | 0.0% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• independent RIA | Philadelphia, Pa | 11 | 1 | 0 | +1 | 0.0% | |||
| F•••• C••••••• I••••••• S•••••••• I••• bank affiliated | Atlanta, Ga | 11 | 2 | 0 | +2 | 0.0% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• independent RIA | Oakland, Ca | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Sunnyvale, Ca | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Surprise, Az | 11 | 0 | 0 | 0 | 0.0% | 1 | ||
| F•••••• F•••••••• A•••••••• L•• independent RIA | Chicago, Il | 11 | 9 | 0 | +9 | 0.0% | |||
| F•••• T•••• S••••••••• I••• bank affiliated | Toledo, Oh | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Stevensville, Md | 11 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Stillwater, Ok | 11 | 1 | 0 | +1 | 0.0% | |||
| E•••••••• A•••••••• L•• BD affiliated | Fort Myers, Fl | 11 | 2 | 0 | +2 | 0.0% | |||
| W••••••• independent RIA | Harleysville, Pa · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| A•••••• independent RIA | Dallas, Tx · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• independent RIA | Brookfield, Wi | 11 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Woods Cross, Ut | 11 | 0 | 0 | 0 | 0.0% | |||
| C••• L•• independent RIA | Cincinnati, Oh | 11 | 11 | 0 | +11 | 0.0% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Oklahoma City, Ok | 11 | 5 | 0 | +5 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | St Augustine, Fl | 11 | 0 | 0 | 0 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Clifton Park, Ny | 11 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• S••••••••• I••• BD affiliated | Minneapolis, Mn | 11 | 1 | 0 | +1 | 0.0% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Kansas City, Mo | 11 | 2 | 0 | +2 | 0.0% | |||
| A••••••• M•••• M••••••••• L•• independent RIA | Rancho Santa Fe, Ca · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Iron Mountain, Mi | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Solon, Oh | 11 | 7 | 0 | +7 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Paramus, Nj | 11 | 2 | 0 | +2 | 0.0% |
The firm and advisor names past the first 5 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.