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.
22,748 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 |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD JONES national BD | Loveland, Co | 26 | 2 | 2 | 0 | 7.7% | |||
| EQUITABLE ADVISORS, LLC national BD | Milwaukee, Wi | 26 | 9 | 2 | +7 | 7.7% | |||
| MMA SECURITIES LLC no RAUM | Minneapolis, Mn | 26 | 3 | 2 | +1 | 7.7% | |||
| W•••• F•••• A••••••• wirehouse | Sugar Land, Tx | 26 | 2 | 2 | 0 | 7.7% | |||
| U•• F•••••••• S•••••••• I••• independent RIA | Leawood, Ks | 26 | 6 | 2 | +4 | 7.7% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Hyannis, Ma | 26 | 0 | 2 | -2 | 7.7% | 1 | ||
| E•••• S••••••••• L•• BD affiliated | Houston, Tx | 26 | 3 | 2 | +1 | 7.7% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | San Ramon, Ca | 26 | 6 | 2 | +4 | 7.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Saint Augustine, Fl | 26 | 0 | 2 | -2 | 7.7% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Scottsdale, Az | 25 | 16 | 2 | +14 | 8.0% | |||
| C•••••• H••• I••••••••• M••••••••• I••• other | Tulsa, Ok · principal | 25 | 4 | 2 | +2 | 8.0% | |||
| L•• F•••••••• L•• BD affiliated | Fremont, Ca | 25 | 4 | 2 | +2 | 8.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Watkinsville, Ga | 25 | 1 | 2 | -1 | 8.0% | 1 | ||
| C•• I••••••••• I•• independent RIA | Rochester, Mi · principal | 25 | 3 | 2 | +1 | 8.0% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Seal Beach, Ca | 25 | 1 | 2 | -1 | 8.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wilmington, Nc | 25 | 3 | 2 | +1 | 8.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Buffalo, Ny | 25 | 1 | 2 | -1 | 8.0% | |||
| G•••• W••••• F•••••••• independent RIA | Shoreview, Mn · principal | 25 | 4 | 2 | +2 | 8.0% | |||
| O•••• W•••••• I••• BD affiliated | Phoenix, Az | 25 | 1 | 2 | -1 | 8.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Salt Lake City, Ut | 25 | 8 | 2 | +6 | 8.0% | 1 | ||
| C•••••• S••••• • C••• I••• national BD | San Mateo, Ca | 25 | 6 | 2 | +4 | 8.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Crown Point, In | 25 | 0 | 2 | -2 | 8.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Rolling Hills Estates, Ca | 25 | 2 | 2 | 0 | 8.0% | |||
| S••••••••• F•••••••• G••••• L•• independent RIA | Wormleysburg, Pa · principal | 25 | 5 | 2 | +3 | 8.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Mill Valley, Ca | 24 | 1 | 2 | -1 | 8.3% | 1 | ||
| H••• S••••••••• •••• I••• BD affiliated | Beverly Hills, Ca | 24 | 5 | 2 | +3 | 8.3% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Tampa, Fl | 24 | 3 | 2 | +1 | 8.3% | 1 | ||
| G••••• R•••••• R••••••••• L•• independent RIA | Dublin, Oh · principal | 24 | 7 | 2 | +5 | 8.3% | |||
| F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Boston, Ma | 24 | 13 | 2 | +11 | 8.3% | 1 | ||
| A••••••••• L••• other | San Francisco, Ca | 24 | 3 | 2 | +1 | 8.3% | |||
| U••• I••••••••• S••••••• C•••••• no RAUM | Plano, Tx | 24 | 11 | 2 | +9 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Eden Prairie, Mn | 24 | 3 | 2 | +1 | 8.3% | 1 | ||
| O••••••••• • C•• I••• BD affiliated | Jericho, Ny | 24 | 4 | 2 | +2 | 8.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Shreveport, La | 24 | 2 | 2 | 0 | 8.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Little Rock, Ar | 24 | 2 | 2 | 0 | 8.3% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Waverly, Ia | 24 | 8 | 2 | +6 | 8.3% | |||
| I•••••• A•••••••• I••• asset manager | New York, Ny | 24 | 1 | 2 | -1 | 8.3% | |||
| L•• E••••••••• L•• BD affiliated | Phoenix, Az | 24 | 7 | 2 | +5 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Olympia, Wa | 24 | 1 | 2 | -1 | 8.3% | |||
| W•••• F•••• A••••••• wirehouse | Saint Louis, Mo | 24 | 0 | 2 | -2 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Jericho, Ny | 24 | 0 | 2 | -2 | 8.3% | |||
| L•• F•••••••• L•• BD affiliated | Cherry Hill, Nj | 24 | 2 | 2 | 0 | 8.3% | |||
| O•••• W•••••• I••• BD affiliated | Needham Heights, Ma | 23 | 1 | 2 | -1 | 8.7% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Fort Myers, Fl | 23 | 1 | 2 | -1 | 8.7% | |||
| L•• F•••••••• L•• BD affiliated | Rochester Hills, Mi | 23 | 2 | 2 | 0 | 8.7% | |||
| F•••• I••••••••• S••••••• BD affiliated | Houston, Tx | 23 | 3 | 2 | +1 | 8.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Glendale, Az | 23 | 0 | 2 | -2 | 8.7% | |||
| E••••• J•••• national BD | Redding, Ca | 23 | 1 | 2 | -1 | 8.7% | 1 | ||
| C•••••• P••••• W••••• M••••••••• independent RIA | Pittsburgh, Pa · principal | 23 | 5 | 2 | +3 | 8.7% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Dallas, Tx | 23 | 5 | 2 | +3 | 8.7% | 1 | ||
| E•••• S••••••••• L•• BD affiliated | Glendale, Ca | 23 | 9 | 2 | +7 | 8.7% | |||
| P•••••••• S••••••••• I••• BD affiliated | Downers Grove, Il | 23 | 6 | 2 | +4 | 8.7% | |||
| W•••• F•••• A••••••• wirehouse | Deerfield, Il | 23 | 0 | 2 | -2 | 8.7% | |||
| L•• F•••••••• L•• BD affiliated | Alexandria, La | 23 | 1 | 2 | -1 | 8.7% | 1 | ||
| F••••• W••••• P•••••••• I••• independent RIA | Ontario, Ca · principal | 23 | 4 | 2 | +2 | 8.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Ponte Vedra Beach, Fl | 23 | 3 | 2 | +1 | 8.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Sacramento, Ca | 23 | 3 | 2 | +1 | 8.7% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Hilton Head Island, Sc | 23 | 3 | 2 | +1 | 8.7% | |||
| L•• F•••••••• L•• BD affiliated | Victoria, Tx | 22 | 2 | 2 | 0 | 9.1% | |||
| S••••••• P••••••• independent RIA | Glastonbury, Ct · principal | 22 | 9 | 2 | +7 | 9.1% |
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.