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 |
|---|---|---|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC BD affiliated | Louisville, Ky | 8 | 2 | 2 | 0 | 25% | |||
| EDWARD JONES national BD | Irving, Tx | 8 | 0 | 2 | -2 | 25% | |||
| KEY FINANCIAL, INC. independent RIA | West Chester, Pa · principal | 8 | 0 | 2 | -2 | 25% | 1 | ||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | West Palm Bch, Fl | 8 | 6 | 2 | +4 | 25% | |||
| L•• F•••••••• L•• BD affiliated | Hudson, Wi | 8 | 4 | 2 | +2 | 25% | |||
| D•••••••• I••••••••• C••••••••• L•• other | Portland, Or · principal | 8 | 3 | 2 | +1 | 25% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Plymouth, Ma | 8 | 1 | 2 | -1 | 25% | 1 | ||
| W••••••• W••••• M••••••••• mixed wealth | Dallas, Tx · principal | 8 | 1 | 2 | -1 | 25% | |||
| F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Greenville, Nc | 8 | 3 | 2 | +1 | 25% | |||
| J••• M••••• S••••••••• L•• wirehouse | Fort Lauderdale, Fl | 8 | 2 | 2 | 0 | 25% | 1 | 1 | |
| E•••••• F•••••••• E•••••• independent RIA | Santa Clara, Ca · principal | 8 | 1 | 2 | -1 | 25% | |||
| C•••••• C•••••• G••••• I••• mixed wealth | Edina, Mn · principal | 8 | 4 | 2 | +2 | 25% | 1 | ||
| P•••••••• F•••••••• A••••••• G•••• independent RIA | Hanover, Md · principal | 8 | 1 | 2 | -1 | 25% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Fairfax, Va | 8 | 1 | 2 | -1 | 25% | |||
| C••••• W••••• A•••••••• L•• independent RIA | Shawnee, Ks · principal | 8 | 1 | 2 | -1 | 25% | |||
| C•••••• S••••• • C••• I••• national BD | Camp Hill, Pa | 8 | 2 | 2 | 0 | 25% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Fort Lauderdale, Fl | 8 | 2 | 2 | 0 | 25% | |||
| W•••• F•••• A••••••• wirehouse | Montgomery, Al | 8 | 1 | 2 | -1 | 25% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Bal Harbour, Fl | 8 | 0 | 2 | -2 | 25% | |||
| O•••• A••••••• S•••••••• L•• BD affiliated | Meridian, Id | 8 | 7 | 2 | +5 | 25% | 1 | 1 | |
| T•• L••• W••••• G•••• independent RIA | Winter Garden, Fl · principal | 8 | 3 | 2 | +1 | 25% | |||
| O•••• W•••••• I••• BD affiliated | Towson, Md | 8 | 0 | 2 | -2 | 25% | 1 | ||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Ann Arbor, Mi | 8 | 1 | 2 | -1 | 25% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | West Bloomfield, Mi | 8 | 1 | 2 | -1 | 25% | |||
| C••••• C•••••• P•••••••• L•• independent RIA | San Diego, Ca · principal | 8 | 4 | 2 | +2 | 25% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Boulder, Co | 8 | 0 | 2 | -2 | 25% | 1 | ||
| L••• independent RIA | Bellevue, Wa | 8 | 4 | 2 | +2 | 25% | |||
| L•• A•••••••• L•• independent RIA | Pittsford, Ny · principal | 8 | 1 | 2 | -1 | 25% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Portland, Or | 8 | 0 | 2 | -2 | 25% | |||
| D••••••••• L•• independent RIA | Wayne, Pa | 8 | 3 | 2 | +1 | 25% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | El Paso, Tx | 8 | 1 | 2 | -1 | 25% | 1 | ||
| W•••••••• W••••• M••••••••• L•• independent RIA | Berea, Oh · principal | 8 | 0 | 2 | -2 | 25% | |||
| S••••••••• C••••••• I••• independent RIA | Brea, Ca | 8 | 1 | 2 | -1 | 25% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Victoria, Mn | 8 | 0 | 2 | -2 | 25% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Broomfield, Co | 8 | 1 | 2 | -1 | 25% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Mankato, Mn | 8 | 0 | 2 | -2 | 25% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Cheshire, Ct | 8 | 0 | 2 | -2 | 25% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Chico, Ca | 8 | 0 | 2 | -2 | 25% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Overland Park, Ks | 8 | 0 | 2 | -2 | 25% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Chatsworth, Ca | 8 | 0 | 2 | -2 | 25% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Silver Spring, Md | 8 | 0 | 2 | -2 | 25% | |||
| R•••••••• A••••••• independent RIA | Atlanta, Ga · principal | 7 | 6 | 2 | +4 | 29% | 1 | ||
| A••••••• W••••• A•••••• S•••••••• asset manager | Charlotte, Nc · principal | 7 | 1 | 2 | -1 | 29% | |||
| O•••• W•••••• I••• BD affiliated | Dubois, Pa | 7 | 0 | 2 | -2 | 29% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Warwick, Ri | 7 | 2 | 2 | 0 | 29% | |||
| B•••• D• B••••• S••••••••• L•• state registered | Miami, Fl · principal | 7 | 1 | 2 | -1 | 29% | |||
| E•••• S••••••••• L•• BD affiliated | New Orleans, La | 7 | 1 | 2 | -1 | 29% | |||
| D••••••• A••••• C••••••• L•• independent RIA | Ridgeland, Sc · principal | 7 | 4 | 2 | +2 | 29% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Estero, Fl | 7 | 2 | 2 | 0 | 29% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Brentwood, Tn | 7 | 0 | 2 | -2 | 29% | |||
| F•••••••• L••• A••••••• independent RIA | San Antonio, Tx · principal | 7 | 1 | 2 | -1 | 29% | |||
| C••••••••• F•••••••• N•••••• national BD | Allentown, Pa | 7 | 1 | 2 | -1 | 29% | |||
| J••• M••••• S••••••••• L•• wirehouse | Sunrise, Fl | 7 | 3 | 2 | +1 | 29% | |||
| J••• M••••• S••••••••• L•• wirehouse | Sun City West, Az | 7 | 0 | 2 | -2 | 29% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Altoona, Pa | 7 | 0 | 2 | -2 | 29% | |||
| J••• M••••• S••••••••• L•• wirehouse | Prosper, Tx | 7 | 1 | 2 | -1 | 29% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Cookeville, Tn | 7 | 0 | 2 | -2 | 29% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Saint Louis Park, Mn | 7 | 0 | 2 | -2 | 29% | |||
| S••••• W••••• L•• independent RIA | Birmingham, Mi · principal | 7 | 7 | 2 | +5 | 29% | 1 | ||
| W••••• M••••••••• C•••• L•• independent RIA | Salt Lake City, Ut · principal | 7 | 1 | 2 | -1 | 29% |
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.