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 |
|---|---|---|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC BD affiliated | Hyannis, Ma | 7 | 1 | 2 | -1 | 29% | |||
| EAGLE STRATEGIES LLC BD affiliated | Downers Grove, Il | 7 | 0 | 2 | -2 | 29% | |||
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC no RAUM | Miami, Fl | 7 | 2 | 2 | 0 | 29% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Knoxville, Tn | 7 | 5 | 2 | +3 | 29% | 1 | ||
| S•••••• F••••• O•••••• L•• independent RIA | Naperville, Il · principal | 7 | 2 | 2 | 0 | 29% | |||
| R•• C•••••• M••••••• L•• national BD | Parker, Co | 7 | 0 | 2 | -2 | 29% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bronx, Ny | 7 | 1 | 2 | -1 | 29% | |||
| W••• P•••••• C••••• A•••••••• L•• independent RIA | Florham Park, Nj · principal | 7 | 1 | 2 | -1 | 29% | |||
| M••••• C•••••• A•••••••• L•• independent RIA | San Antonio, Tx · principal | 7 | 0 | 2 | -2 | 29% | |||
| B••••••••• F•••••••• G••••• L•• independent RIA | Kansas City, Mo · principal | 7 | 1 | 2 | -1 | 29% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Charleston, Sc | 7 | 0 | 2 | -2 | 29% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Phoenix, Az | 7 | 1 | 2 | -1 | 29% | |||
| O•••• W•••••• I••• BD affiliated | Pewaukee, Wi | 7 | 0 | 2 | -2 | 29% | |||
| O•••• W•••••• I••• BD affiliated | Riverside, Ca | 7 | 1 | 2 | -1 | 29% | 1 | ||
| E••••• J•••• national BD | Elk Grove, Ca | 7 | 0 | 2 | -2 | 29% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Little Rock, Ar | 7 | 2 | 2 | 0 | 29% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | San Diego, Ca | 7 | 1 | 2 | -1 | 29% | |||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Fort Lauderdale, Fl | 7 | 5 | 2 | +3 | 29% | |||
| E•••••• F•••••••• E•••••• independent RIA | Chandler, Az | 7 | 0 | 2 | -2 | 29% | 1 | ||
| D•••••••• independent RIA | Indianapolis, In · principal | 7 | 2 | 2 | 0 | 29% | |||
| L••• A•• R••••••• independent RIA | Highlands Ranch, Co · principal | 7 | 2 | 2 | 0 | 29% | |||
| L•• F•••••••• L•• BD affiliated | Westford, Ma | 7 | 0 | 2 | -2 | 29% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Waunakee, Wi | 7 | 1 | 2 | -1 | 29% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Valparaiso, In | 7 | 0 | 2 | -2 | 29% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Golden Valley, Mn | 7 | 0 | 2 | -2 | 29% | |||
| G••••• I••••••••• A••••••• independent RIA | Mcdonough, Ga · principal | 7 | 5 | 2 | +3 | 29% | |||
| J••• M••••• S••••••••• L•• wirehouse | Cedar Park, Tx | 7 | 1 | 2 | -1 | 29% | 1 | ||
| H••• S••••••••• •••• I••• BD affiliated | New York City, Ny | 7 | 2 | 2 | 0 | 29% | |||
| F••••••• I••••••••• W••••• A•••••• L•• mixed wealth | Smithfield, Ri | 7 | 2 | 2 | 0 | 29% | |||
| E•••• S••••••••• L•• BD affiliated | Franklin, Tn | 6 | 2 | 2 | 0 | 33% | 1 | ||
| C••••••••• S••••••••• C•••••• I•• independent RIA | Jenison, Mi | 6 | 0 | 2 | -2 | 33% | 1 | ||
| R•••••• J•••• • A••••••••• I••• national BD | Columbia, Sc | 6 | 0 | 2 | -2 | 33% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Athens, Ga | 6 | 2 | 2 | 0 | 33% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Jacksonville, Fl | 6 | 0 | 2 | -2 | 33% | |||
| C••••••••• F•••••••• N•••••• national BD | Rockville, Md | 6 | 1 | 2 | -1 | 33% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Belleville, Il | 6 | 1 | 2 | -1 | 33% | 1 | ||
| S••••• I••••••••• L•• mixed wealth | Los Gatos, Ca · principal | 6 | 2 | 2 | 0 | 33% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Idaho Falls, Id | 6 | 0 | 2 | -2 | 33% | 1 | ||
| E••••• J•••• national BD | Sanford, Fl | 6 | 0 | 2 | -2 | 33% | |||
| K••••• S••••• • W••••• W••••• M••••••••• L•• independent RIA | Daytona Beach, Fl · principal | 6 | 1 | 2 | -1 | 33% | |||
| H••• S••••••••• •••• I••• BD affiliated | Washington Dc, Dc | 6 | 2 | 2 | 0 | 33% | |||
| O•••• W•••••• I••• BD affiliated | Livermore, Ca | 6 | 0 | 2 | -2 | 33% | 1 | ||
| R•• C•••••• M••••••• L•• national BD | Roanoke, Va | 6 | 1 | 2 | -1 | 33% | |||
| S•••••• S••••••••• I••• BD affiliated | Tampa, Fl | 6 | 1 | 2 | -1 | 33% | 1 | ||
| F•••• T•••• S••••••••• I••• BD affiliated | Brentwood, Tn | 6 | 0 | 2 | -2 | 33% | |||
| S•••••••• W••••• M••••••••• independent RIA | Red Bank, Nj · principal | 6 | 1 | 2 | -1 | 33% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Rochester, Mi | 6 | 0 | 2 | -2 | 33% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Waltham, Ma | 6 | 0 | 2 | -2 | 33% | |||
| I••••••• W••••• M••••••••• L•• independent RIA | Chandler, Az · principal | 6 | 1 | 2 | -1 | 33% | |||
| N•••••••• B••••• B• L•• no RAUM | Hoboken, Nj | 6 | 0 | 2 | -2 | 33% | |||
| J••• M••••• S••••••••• L•• wirehouse | Greenville, Sc | 6 | 2 | 2 | 0 | 33% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Shelby Township, Mi | 6 | 0 | 2 | -2 | 33% | |||
| J••• M••••• S••••••••• L•• wirehouse | Manasquan, Nj | 6 | 0 | 2 | -2 | 33% | |||
| J••• M••••• S••••••••• L•• wirehouse | Roswell, Ga | 6 | 1 | 2 | -1 | 33% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Phoenixville, Pa | 6 | 0 | 2 | -2 | 33% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Colleyville, Tx | 6 | 1 | 2 | -1 | 33% | |||
| F••••• F•••••••• G••••• I••• independent RIA | Melville, Ny · principal | 6 | 0 | 2 | -2 | 33% | |||
| W•••• F•••• A••••••• wirehouse | Gloversville, Ny | 6 | 0 | 2 | -2 | 33% | |||
| A••••• W••••• M••••••••• independent RIA | Oklahoma City, Ok | 6 | 0 | 2 | -2 | 33% | |||
| C••••••••• F•••••••• N•••••• national BD | Stoneham, Ma | 6 | 2 | 2 | 0 | 33% |
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.