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 | St Augustine, Fl | 14 | 2 | 3 | -1 | 21% | |||
| WELLS FARGO ADVISORS wirehouse | Midlothian, Va | 14 | 2 | 3 | -1 | 21% | |||
| PARK AVENUE SECURITIES LLC BD affiliated | Campbell, Ca | 14 | 2 | 3 | -1 | 21% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Macon, Ga | 14 | 0 | 3 | -3 | 21% | 1 | ||
| R•••••• J•••• • A••••••••• I••• national BD | Winter Park, Fl | 14 | 1 | 3 | -2 | 21% | 1 | ||
| E••••• J•••• national BD | Gresham, Or | 14 | 1 | 3 | -2 | 21% | |||
| C•••••• S••••• • C••• I••• national BD | Greenville, Sc | 14 | 2 | 3 | -1 | 21% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Plano, Tx | 14 | 1 | 3 | -2 | 21% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Rockland, Ma | 14 | 3 | 3 | 0 | 21% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | New Albany, Oh | 14 | 1 | 3 | -2 | 21% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Bonita Springs, Fl | 14 | 0 | 3 | -3 | 21% | 1 | ||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Addison, Tx | 14 | 2 | 3 | -1 | 21% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Westport, Ct | 13 | 1 | 3 | -2 | 23% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Naples, Fl | 13 | 0 | 3 | -3 | 23% | 1 | ||
| E••••• J•••• national BD | Chesapeake, Va | 13 | 3 | 3 | 0 | 23% | 1 | ||
| A•• F•••••••• A•••••••• L•• independent RIA | Rockledge, Fl · principal | 13 | 4 | 3 | +1 | 23% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Chula Vista, Ca | 13 | 1 | 3 | -2 | 23% | 1 | ||
| E••••• J•••• national BD | New York, Ny | 13 | 1 | 3 | -2 | 23% | 1 | 1 | |
| R•• C••••••• L•• independent RIA | Sugar Land, Tx · principal | 13 | 3 | 3 | 0 | 23% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Katy, Tx | 13 | 2 | 3 | -1 | 23% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Kalamazoo, Mi | 13 | 2 | 3 | -1 | 23% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Medford, Or | 13 | 8 | 3 | +5 | 23% | 1 | 1 | |
| E•••••••• A•••••••• L•• national BD | Springfield, Il | 13 | 2 | 3 | -1 | 23% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Mesa, Az | 12 | 1 | 3 | -2 | 25% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Sparta, Nj | 12 | 2 | 3 | -1 | 25% | |||
| C•••••• A••••••• BD affiliated | Fort Washington, Pa · principal | 12 | 1 | 3 | -2 | 25% | 3 | ||
| B••••• F•••••• W••••• M••••••••• L•• independent RIA | Webster, Ny · principal | 12 | 0 | 3 | -3 | 25% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Hoover, Al | 12 | 2 | 3 | -1 | 25% | |||
| P•••••••• A••••••• national BD | Lakeland, Fl | 12 | 2 | 3 | -1 | 25% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Oklahoma City, Ok | 12 | 1 | 3 | -2 | 25% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Easton, Md | 12 | 1 | 3 | -2 | 25% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Plano, Tx | 12 | 1 | 3 | -2 | 25% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Vancouver, Wa | 12 | 1 | 3 | -2 | 25% | |||
| O••••••• F•••••••• S••••••• L•• mixed wealth | San Juan, Pr · principal | 12 | 0 | 3 | -3 | 25% | |||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Savannah, Ga | 12 | 6 | 3 | +3 | 25% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Saint Louis, Mo | 11 | 3 | 3 | 0 | 27% | |||
| E•••• S••••••••• L•• BD affiliated | Alpharetta, Ga | 11 | 0 | 3 | -3 | 27% | 1 | ||
| L••••• S••••• L•• independent RIA | Geneva, Il · principal | 11 | 1 | 3 | -2 | 27% | |||
| W•••• F•••• A••••••• wirehouse | Fort Mill, Sc | 11 | 3 | 3 | 0 | 27% | 1 | ||
| E••••• J•••• national BD | Falls Church, Va | 10 | 1 | 3 | -2 | 30% | |||
| J••• M••••• S••••••••• L•• wirehouse | Irving, Tx | 10 | 1 | 3 | -2 | 30% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Pittsford, Ny | 10 | 1 | 3 | -2 | 30% | |||
| P••••••• C•• S•••••••• L•• independent RIA | Chester, Nj · principal | 10 | 4 | 3 | +1 | 30% | 1 | ||
| P••• A••••••• I••••••••• A•••••••• I••• independent RIA | Plano, Tx · principal | 10 | 1 | 3 | -2 | 30% | |||
| I•••••••• F•••••••• C••••••••• independent RIA | Jackson, Wy · principal | 10 | 0 | 3 | -3 | 30% | |||
| B• R•••• W••••• A•••••••• I••• BD affiliated | Memphis, Tn · principal | 10 | 0 | 3 | -3 | 30% | |||
| E•••••••• P•••• W••••• P•••••••• L•• independent RIA | Alpharetta, Ga | 9 | 8 | 3 | +5 | 33% | 1 | ||
| H••••• B••••• S••••••••• L•• independent RIA | Fort Wayne, In · principal | 9 | 1 | 3 | -2 | 33% | |||
| O•••• W•••••• I••• BD affiliated | Franklin, Tn | 9 | 2 | 3 | -1 | 33% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Greensboro, Nc | 9 | 0 | 3 | -3 | 33% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | St Louis, Mo | 9 | 0 | 3 | -3 | 33% | 1 | ||
| A••••• W••••• M••••••••• L•• independent RIA | A•••••, Tx · principal | 9 | 2 | 3 | -1 | 33% | |||
| T•• A••••••• G••••• L•• independent RIA | Minnetonka, Mn · principal | 9 | 2 | 3 | -1 | 33% | |||
| W• W••••• A•••••••• L•• state registered | Akron, Oh · principal | 9 | 1 | 3 | -2 | 33% | |||
| L•• F•••••••• L•• BD affiliated | Wall, Nj | 9 | 0 | 3 | -3 | 33% | 1 | ||
| S•••• L•• independent RIA | Fort Worth, Tx · principal | 8 | 5 | 3 | +2 | 38% | |||
| N••••••••• W••••• M••••••••• independent RIA | Fort Collins, Co · principal | 8 | 4 | 3 | +1 | 38% | |||
| V•••••• C•••••• M••••••••• I••• independent RIA | Phoenix, Az · principal | 8 | 2 | 3 | -1 | 38% | |||
| F••••••• A•••• M••••••••• L•• mixed wealth | Sheridan, Wy · principal | 8 | 1 | 3 | -2 | 38% | 1 | ||
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | Fort Wayne, In | 8 | 3 | 3 | 0 | 38% |
22,748 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.