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 |
|---|---|---|---|---|---|---|---|---|---|
| CYPRESS WEALTH SERVICES, LLC independent RIA | Palm Desert, Ca · principal | 11 | 2 | 0 | +2 | 0.0% | |||
| CETERA INVESTMENT ADVISERS LLC BD affiliated | Northbrook, Il | 11 | 0 | 0 | 0 | 0.0% | |||
| CETERA INVESTMENT ADVISERS LLC BD affiliated | North Royalton, Oh | 11 | 0 | 0 | 0 | 0.0% | |||
| LPL FINANCIAL LLC BD affiliated | Union City, Tn | 11 | 0 | 0 | 0 | 0.0% | |||
| CHARLES SCHWAB & CO., INC. brokerage advisory | Providence, Ri | 11 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Turlock, Ca | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Upland, Ca | 11 | 2 | 0 | +2 | 0.0% | |||
| P•••••••• S••••••••• I••• BD affiliated | Lutz, Fl | 11 | 0 | 0 | 0 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Westborough, Ma | 11 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | New Haven, Ct | 11 | 2 | 0 | +2 | 0.0% | |||
| N•••••••• B••••• B• L•• no RAUM | Los Angeles, Ca | 11 | 0 | 0 | 0 | 0.0% | |||
| F•••••• F•••••••• A•••••••• L•• independent RIA | Chicago, Il | 11 | 9 | 0 | +9 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Buffalo Grove, Il | 11 | 2 | 0 | +2 | 0.0% | |||
| A••••• W••••• M••••••••• bank affiliated | Springdale, Ar | 11 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• S••••••••• I••• BD affiliated | Bethesda, Md | 11 | 1 | 0 | +1 | 0.0% | |||
| W••••••• independent RIA | Harleysville, Pa · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Sulphur, La | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Tega Cay, Sc | 11 | 4 | 0 | +4 | 0.0% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Oklahoma City, Ok | 11 | 5 | 0 | +5 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Lawrenceburg, In | 11 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Mesa, Az | 11 | 1 | 0 | +1 | 0.0% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Kansas City, Mo | 11 | 2 | 0 | +2 | 0.0% | |||
| F•••• C••••••• I••••••• S•••••••• I••• bank affiliated | Greenville, Sc | 11 | 3 | 0 | +3 | 0.0% | |||
| C••• L•• independent RIA | Cincinnati, Oh | 11 | 11 | 0 | +11 | 0.0% | |||
| P•••••••• A••••••• BD affiliated | Ocala, Fl | 11 | 4 | 0 | +4 | 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 | ||
| O•••• W•••••• I••• BD affiliated | Greenville, Sc | 11 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• brokerage advisory | Lakewood Ranch, Fl | 11 | 1 | 0 | +1 | 0.0% | |||
| F•••• C••••••• I••••••• S•••••••• I••• bank affiliated | Atlanta, Ga | 11 | 2 | 0 | +2 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Clifton Park, Ny | 11 | 0 | 0 | 0 | 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% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | San Francisco, Ca | 11 | 4 | 0 | +4 | 0.0% | |||
| P••••• M•••• F•••••••• A••••••• independent RIA | Auburn Hills, Mi | 11 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Iron Mountain, Mi | 11 | 0 | 0 | 0 | 0.0% | |||
| H••• W••••• A••••••• independent RIA | Conshohocken, Pa | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | St Augustine, Fl | 11 | 0 | 0 | 0 | 0.0% | |||
| S••••• W••••• A•••••••• I••• brokerage advisory | Minneapolis, Mn | 11 | 5 | 0 | +5 | 0.0% | |||
| S••••• W••••• A•••••••• I••• brokerage advisory | Omaha, Ne | 11 | 6 | 0 | +6 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Bonita Springs, Fl | 11 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• S••••••••• I••• BD affiliated | Minneapolis, Mn | 11 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Solon, Oh | 11 | 7 | 0 | +7 | 0.0% | |||
| B•••••• F•••••••• G•••• L•• independent RIA | Troy, Ny · principal | 11 | 0 | 0 | 0 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Billings, Mt | 11 | 0 | 0 | 0 | 0.0% | |||
| C•••••• S••••• • C••• I••• brokerage advisory | Bee Cave, Tx | 11 | 1 | 0 | +1 | 0.0% | |||
| C•••• W•••••• • A••••••••• L•• independent RIA | Plano, Tx | 11 | 0 | 0 | 0 | 0.0% | |||
| E••••• J•••• national BD | Brighton, Mi | 11 | 0 | 0 | 0 | 0.0% | |||
| A•••• A•••• M••••••••• I••• independent RIA | Falls Church, Va · principal | 11 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A•••••••• L•• BD affiliated | Raleigh, Nc | 11 | 3 | 0 | +3 | 0.0% | |||
| G••••• V••• C•••••• M••••••••• L•• independent RIA | Wausau, Wi | 11 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A•••••••• L•• BD affiliated | Mcallen, Tx | 11 | 1 | 0 | +1 | 0.0% | |||
| F••• L•• mixed wealth | Guaynabo, Pr | 11 | 0 | 0 | 0 | 0.0% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Boise, Id | 11 | 2 | 0 | +2 | 0.0% | |||
| A••••••• F••••••••• L••• independent RIA | Rochester, Ny | 11 | 11 | 0 | +11 | 0.0% | |||
| L•• E••••••••• L•• BD affiliated | Sussex, Wi | 11 | 0 | 0 | 0 | 0.0% | |||
| E• W••••• A••••••• independent RIA | Irvine, Ca | 11 | 5 | 0 | +5 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Sayre, Pa | 11 | 2 | 0 | +2 | 0.0% | |||
| L•• E••••••••• L•• BD affiliated | Hunt Valley, Md | 11 | 0 | 0 | 0 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Ft Worth, Tx | 11 | 1 | 0 | +1 | 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.