DFX Intelligence
Offices
Where advisors are leaving, and where they are arriving
An 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.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC BD affiliated | Birmingham, Al | 22 | 2 | 3 | -1 | 14% | |||
| PARK AVENUE SECURITIES LLC BD affiliated | Reston, Va | 22 | 6 | 3 | +3 | 14% | |||
| LPL FINANCIAL LLC BD affiliated | Novato, Ca | 21 | 2 | 3 | -1 | 14% | |||
| L••••••• W•••••• I••• independent RIA | Houston, Tx · principal | 21 | 5 | 3 | +2 | 14% | |||
| E•••• S••••••••• L•• BD affiliated | San Antonio, Tx | 21 | 3 | 3 | 0 | 14% | |||
| S•••••••• L•• independent RIA | Foster City, Ca · principal | 21 | 10 | 3 | +7 | 14% | 1 | ||
| M•••••• BD affiliated | Highlands Ranch, Co | 21 | 2 | 3 | -1 | 14% | |||
| M••••• S•••••• wirehouse | Akron, Oh | 21 | 2 | 3 | -1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Barrington, Il | 21 | 2 | 3 | -1 | 14% | 1 | ||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Charlotte, Nc | 21 | 2 | 3 | -1 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Ft Worth, Tx | 21 | 2 | 3 | -1 | 14% | 1 | ||
| S••••• I••••••••• M••••••••• L•• independent RIA | Tucson, Az · principal | 21 | 11 | 3 | +8 | 14% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | San Jose, Ca | 20 | 2 | 3 | -1 | 15% | |||
| N••••••••• S••••••••• L•• no RAUM | Columbus, Oh · principal | 20 | 3 | 3 | 0 | 15% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Roswell, Ga | 20 | 0 | 3 | -3 | 15% | |||
| C••••••••• F•••••••• N•••••• national BD | Syracuse, Ny | 20 | 1 | 3 | -2 | 15% | 1 | ||
| E••••• J•••• national BD | Southlake, Tx | 20 | 0 | 3 | -3 | 15% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | New Haven, Ct | 20 | 1 | 3 | -2 | 15% | |||
| W•••• F•••• A••••••• wirehouse | Huntsville, Al | 20 | 7 | 3 | +4 | 15% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Holland, Mi | 20 | 6 | 3 | +3 | 15% | |||
| O•••• W•••••• I••• BD affiliated | Brooklyn, Ny | 20 | 2 | 3 | -1 | 15% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Madison, Wi | 19 | 0 | 3 | -3 | 16% | 1 | ||
| T••••• A••••••• S•••••••• I••• BD affiliated | Coral Gables, Fl | 19 | 0 | 3 | -3 | 16% | |||
| L•• F•••••••• L•• BD affiliated | Burlington, Nc | 19 | 0 | 3 | -3 | 16% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Columbus, Ga | 19 | 0 | 3 | -3 | 16% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Durham, Nc | 19 | 6 | 3 | +3 | 16% | 1 | ||
| M••••• A••••••• S•••••••• I••• independent RIA | Dublin, Oh · principal | 19 | 6 | 3 | +3 | 16% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Orlando, Fl | 19 | 0 | 3 | -3 | 16% | 1 | ||
| A••••• A•• P••••••• S••••••• BD affiliated | Pittsburgh, Pa | 19 | 0 | 3 | -3 | 16% | |||
| J••• M••••• S••••••••• L•• wirehouse | Chandler, Az | 19 | 0 | 3 | -3 | 16% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Westlake, Oh | 19 | 0 | 3 | -3 | 16% | 1 | ||
| R•• C•••••• M••••••• L•• national BD | St Paul, Mn | 19 | 3 | 3 | 0 | 16% | 1 | ||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Troy, Mi | 19 | 6 | 3 | +3 | 16% | |||
| Z•••• F•••••••• independent RIA | Portage, Mi · principal | 19 | 2 | 3 | -1 | 16% | |||
| A•••••• P••••••• W••••• M••••••••• independent RIA | New York, Ny · principal | 19 | 1 | 3 | -2 | 16% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Omaha, Ne | 18 | 3 | 3 | 0 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Media, Pa | 18 | 2 | 3 | -1 | 17% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Nashville, Tn | 17 | 2 | 3 | -1 | 18% | |||
| G•••••••• F•••••••• G••••• L•• independent RIA | Oakbrook Terrace, Il · principal | 17 | 8 | 3 | +5 | 18% | |||
| C••••••••• F•••••••• N•••••• national BD | Braintree, Ma | 17 | 0 | 3 | -3 | 18% | 1 | ||
| B•••••••• independent RIA | Atlanta, Ga · principal | 17 | 6 | 3 | +3 | 18% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Franklin, Tn | 17 | 2 | 3 | -1 | 18% | 1 | ||
| T•••••••• C•••••• A•••••••• L•• independent RIA | Madison, Nj · principal | 17 | 2 | 3 | -1 | 18% | 1 | ||
| P•••••••• S••••••••• I••• BD affiliated | Amherst, Ny | 17 | 0 | 3 | -3 | 18% | |||
| G••••• W••••• M••••••••• I••••••••• A•••••••• I••• independent RIA | Fort Lauderdale, Fl · principal | 17 | 7 | 3 | +4 | 18% | 1 | ||
| E••••• J•••• national BD | Aurora, Co | 16 | 3 | 3 | 0 | 19% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Roanoke, Va | 16 | 2 | 3 | -1 | 19% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Basking Ridge, Nj | 16 | 0 | 3 | -3 | 19% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Fort Worth, Tx | 16 | 4 | 3 | +1 | 19% | 1 | 1 | |
| U•• F•••••••• S••••••• I••• wirehouse | Hudson, Oh | 16 | 1 | 3 | -2 | 19% | 1 | ||
| T••••• C•••••• M••••••••• L•• independent RIA | Fort Washington, Pa · principal | 16 | 5 | 3 | +2 | 19% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bettendorf, Ia | 16 | 1 | 3 | -2 | 19% | 1 | ||
| T•••••• P•••• F•••••••• independent RIA | Frederick, Md · principal | 15 | 4 | 3 | +1 | 20% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Conshohocken, Pa | 15 | 1 | 3 | -2 | 20% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Fort Lauderdale, Fl | 15 | 1 | 3 | -2 | 20% | |||
| P••••••• F•••••••• independent RIA | Fort Wayne, In · principal | 15 | 1 | 3 | -2 | 20% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | East Providence, Ri | 15 | 3 | 3 | 0 | 20% | 1 | ||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Macon, Ga | 14 | 0 | 3 | -3 | 21% | 1 | ||
| P••• A••••• S••••••••• L•• BD affiliated | Campbell, Ca | 14 | 2 | 3 | -1 | 21% | |||
| L••• independent RIA | Boulder, Co | 14 | 3 | 3 | 0 | 21% |
22,747 offices match.
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.