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.
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 |
|---|---|---|---|---|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT CO. LLC asset manager | New York, Ny · principal | 53 | 9 | 2 | +7 | 3.8% | |||
| LPL FINANCIAL LLC BD affiliated | Buffalo, Ny | 53 | 10 | 2 | +8 | 3.8% | |||
| MML INVESTORS SERVICES, LLC BD affiliated | Newport Beach, Ca | 53 | 6 | 2 | +4 | 3.8% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Brooklyn, Ny | 52 | 2 | 2 | 0 | 3.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Palm Beach, Fl | 51 | 4 | 2 | +2 | 3.9% | 1 | ||
| M••••• S•••••• wirehouse | Jacksonville, Fl | 51 | 4 | 2 | +2 | 3.9% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Corte Madera, Ca | 51 | 2 | 2 | 0 | 3.9% | |||
| M••••• S•••••• wirehouse | Plantation, Fl | 51 | 2 | 2 | 0 | 3.9% | |||
| M••••• S•••••• wirehouse | Lake Oswego, Or | 51 | 7 | 2 | +5 | 3.9% | |||
| L•• F•••••••• L•• BD affiliated | Maple Grove, Mn | 51 | 6 | 2 | +4 | 3.9% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Myrtle Beach, Sc | 51 | 3 | 2 | +1 | 3.9% | 1 | ||
| P•••••••• L•• independent RIA | Saint Louis, Mo · principal | 51 | 15 | 2 | +13 | 3.9% | |||
| L•• F•••••••• L•• BD affiliated | Tulsa, Ok | 50 | 6 | 2 | +4 | 4.0% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Parsippany, Nj | 50 | 2 | 2 | 0 | 4.0% | |||
| B••• G••••• W••••• A•••••••• I••• independent RIA | Miami, Fl · principal | 50 | 17 | 2 | +15 | 4.0% | |||
| H•••••• T••••••• • K•••• L•• independent RIA | New York, Ny | 50 | 6 | 2 | +4 | 4.0% | |||
| L•• F•••••••• L•• BD affiliated | Greenville, Sc | 50 | 5 | 2 | +3 | 4.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Chesterfield, Mo | 50 | 7 | 2 | +5 | 4.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Tacoma, Wa | 49 | 6 | 2 | +4 | 4.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Frontenac, Mo | 49 | 1 | 2 | -1 | 4.1% | |||
| M••••• S•••••• wirehouse | Tucson, Az | 49 | 0 | 2 | -2 | 4.1% | |||
| M••••• S•••••• wirehouse | Laguna Niguel, Ca | 49 | 0 | 2 | -2 | 4.1% | 2 | ||
| R•• C•••••• M••••••• L•• national BD | Baltimore, Md | 49 | 3 | 2 | +1 | 4.1% | 1 | ||
| M••••• S•••••• wirehouse | Norwell, Ma | 49 | 5 | 2 | +3 | 4.1% | |||
| C•••••••• F••••••••• I••• BD affiliated | Leesburg, Va | 49 | 2 | 2 | 0 | 4.1% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Clearwater, Fl | 49 | 1 | 2 | -1 | 4.1% | |||
| A••••• W••••• P••••••• independent RIA | Santa Monica, Ca · principal | 49 | 11 | 2 | +9 | 4.1% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Denver, Co | 48 | 28 | 2 | +26 | 4.2% | |||
| C••••• P••••••• L•• independent RIA | Boston, Ma | 48 | 13 | 2 | +11 | 4.2% | |||
| B••• W••••• S••••••••• L•• independent RIA | Denver, Co · principal | 48 | 12 | 2 | +10 | 4.2% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Atlanta, Ga | 48 | 4 | 2 | +2 | 4.2% | 1 | ||
| E•• P•••••• W••••• M••••••••• ••••••••• C•••• mixed wealth | Miami, Fl · principal | 47 | 4 | 2 | +2 | 4.3% | 1 | ||
| C••••••• • C••••••• I••• independent RIA | Mclean, Va · principal | 47 | 18 | 2 | +16 | 4.3% | |||
| O••••••••• • C•• I••• BD affiliated | Houston, Tx | 47 | 4 | 2 | +2 | 4.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Mt Laurel, Nj | 47 | 7 | 2 | +5 | 4.3% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Milwaukee, Wi | 47 | 8 | 2 | +6 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Pepper Pike, Oh | 47 | 1 | 2 | -1 | 4.3% | |||
| O•••• W•••••• I••• BD affiliated | Lincoln, Ne | 47 | 8 | 2 | +6 | 4.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Newport Beach, Ca | 46 | 8 | 2 | +6 | 4.3% | 1 | ||
| E••••• J•••• national BD | Reno, Nv | 46 | 2 | 2 | 0 | 4.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Naples, Fl | 46 | 1 | 2 | -1 | 4.3% | |||
| L•• E••••••••• L•• BD affiliated | Cranberry Township, Pa | 46 | 4 | 2 | +2 | 4.3% | |||
| W•••• F•••• A••••••• wirehouse | Westport, Ct | 46 | 1 | 2 | -1 | 4.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Ft Lauderdale, Fl | 46 | 13 | 2 | +11 | 4.3% | |||
| W•••• F•••• A••••••• wirehouse | Savannah, Ga | 45 | 2 | 2 | 0 | 4.4% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Paramus, Nj | 45 | 8 | 2 | +6 | 4.4% | |||
| M••••• S•••••• wirehouse | Roseville, Ca | 45 | 5 | 2 | +3 | 4.4% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Louisville, Ky | 45 | 4 | 2 | +2 | 4.4% | |||
| N•••••• W••••• M••••••••• independent RIA | Green Bay, Wi · principal | 45 | 13 | 2 | +11 | 4.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | El Segundo, Ca | 45 | 4 | 2 | +2 | 4.4% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Colorado Springs, Co | 44 | 4 | 2 | +2 | 4.5% | 1 | 1 | |
| M•• I•••••••• S•••••••• L•• BD affiliated | Ft Lauderdale, Fl | 44 | 5 | 2 | +3 | 4.5% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Miamisburg, Oh | 44 | 3 | 2 | +1 | 4.5% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Clayton, Mo | 44 | 2 | 2 | 0 | 4.5% | |||
| L•• F•••••••• L•• BD affiliated | Richmond, Va | 44 | 3 | 2 | +1 | 4.5% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Rochester, Mi | 44 | 9 | 2 | +7 | 4.5% | |||
| L•• F•••••••• L•• BD affiliated | Glastonbury, Ct | 44 | 7 | 2 | +5 | 4.5% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Baton Rouge, La | 44 | 1 | 2 | -1 | 4.5% | |||
| L••••••• S••••••••• C•••• BD affiliated | Rochester, Ny · principal | 44 | 0 | 2 | -2 | 4.5% | |||
| O••••••••• • C•• I••• BD affiliated | St Louis, Mo | 43 | 3 | 2 | +1 | 4.7% | 1 |
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.