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 |
|---|---|---|---|---|---|---|---|---|---|
| REBEL FINANCIAL, LLC independent RIA | Groveport, Oh · principal | 6 | 0 | 2 | -2 | 33% | |||
| UBS FINANCIAL SERVICES INC. wirehouse | Glens Falls, Ny | 6 | 0 | 2 | -2 | 33% | 1 | ||
| LPL FINANCIAL LLC BD affiliated | Enola, Pa | 6 | 1 | 2 | -1 | 33% | |||
| E••••• J•••• national BD | Wayne, Nj | 6 | 0 | 2 | -2 | 33% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Aurora, Co | 6 | 1 | 2 | -1 | 33% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Oklahoma City, Ok | 6 | 0 | 2 | -2 | 33% | |||
| M••••• S•••••• wirehouse | Tallahassee, Fl | 6 | 0 | 2 | -2 | 33% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Presque Isle, Me | 6 | 0 | 2 | -2 | 33% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Ardmore, Pa | 6 | 1 | 2 | -1 | 33% | |||
| O•••• W•••••• I••• BD affiliated | Miami, Fl | 6 | 0 | 2 | -2 | 33% | 1 | ||
| L•• E••••••••• L•• BD affiliated | Littleton, Co | 6 | 1 | 2 | -1 | 33% | 1 | ||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Houston, Tx | 6 | 0 | 2 | -2 | 33% | 1 | ||
| E•• A•••••••• asset manager | Newtown Square, Pa · principal | 6 | 0 | 2 | -2 | 33% | |||
| K••••• W••••• M••••••••• I••• independent RIA | Fenton, Mi · principal | 6 | 2 | 2 | 0 | 33% | |||
| C••••• 3•• W•••••• L•• independent RIA | Ocala, Fl · principal | 6 | 1 | 2 | -1 | 33% | 1 | ||
| M••••• S•••••• wirehouse | Tyler, Tx | 6 | 0 | 2 | -2 | 33% | 1 | ||
| S••••• M••••• F•••• M••••••••• C•••• institutional | Boca Raton, Fl · principal | 6 | 0 | 2 | -2 | 33% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | South Milwaukee, Wi | 6 | 1 | 2 | -1 | 33% | |||
| A••••••• S••••••• N•••••• independent RIA | Tampa, Fl | 6 | 0 | 2 | -2 | 33% | 1 | 1 | |
| A••••••••• F•••••••• S•••••••• L•• national BD | Sterling Heights, Mi | 6 | 0 | 2 | -2 | 33% | |||
| O•••• W•••••• I••• BD affiliated | Topeka, Ks | 5 | 1 | 2 | -1 | 40% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Redmond, Wa | 5 | 0 | 2 | -2 | 40% | 1 | ||
| X• A•••••••• L•• independent RIA | Santa Maria, Ca · principal | 5 | 0 | 2 | -2 | 40% | |||
| S•• W••••• M••••••••• independent RIA | Lathrup Village, Mi · principal | 5 | 1 | 2 | -1 | 40% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Harrisburg, Pa | 5 | 2 | 2 | 0 | 40% | |||
| M••••• S•••••• wirehouse | Evansville, In | 5 | 0 | 2 | -2 | 40% | 1 | ||
| L•• E••••••••• L•• BD affiliated | Raleigh, Nc | 5 | 3 | 2 | +1 | 40% | |||
| L•• F•••••••• L•• BD affiliated | West Lafayette, In | 5 | 0 | 2 | -2 | 40% | |||
| O•••• W•••••• I••• BD affiliated | Roseville, Mn | 5 | 0 | 2 | -2 | 40% | 1 | ||
| M••••••• C••••• W••••• S•••••••• I••• independent RIA | Wexford, Pa | 5 | 0 | 2 | -2 | 40% | |||
| F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Durham, Nc | 5 | 0 | 2 | -2 | 40% | |||
| N•••••• A••••••• BD affiliated | Jupiter, Fl | 5 | 1 | 2 | -1 | 40% | 1 | ||
| E•••••• F•••••••• E•••••• independent RIA | West Conshohocken, Pa | 5 | 0 | 2 | -2 | 40% | 1 | ||
| S••••••• I••••••••• C••••••• L•• independent RIA | Buffalo, Ny · principal | 5 | 0 | 2 | -2 | 40% | |||
| E•••••• F•••••••• E•••••• independent RIA | Ashburn, Va | 5 | 0 | 2 | -2 | 40% | 1 | ||
| A• W••••• M••••••••• L•• BD affiliated | Alpharetta, Ga | 5 | 2 | 2 | 0 | 40% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Pembroke Pines, Fl | 5 | 2 | 2 | 0 | 40% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Bedford, Tx | 5 | 0 | 2 | -2 | 40% | 1 | ||
| W•• B•••••••• S•••••••• I••• BD affiliated | Daniel Island, Sc | 5 | 2 | 2 | 0 | 40% | |||
| W•••• F•••• A••••••• wirehouse | Reading, Pa | 5 | 1 | 2 | -1 | 40% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Cape Girardeau, Mo | 5 | 0 | 2 | -2 | 40% | 1 | ||
| P•••• F•••••••• G•••• W••••• M••••••••• I••• independent RIA | Portland, Or · principal | 5 | 1 | 2 | -1 | 40% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Webster, Tx | 5 | 0 | 2 | -2 | 40% | |||
| O••••••••• S••••••••• I••• BD affiliated | Lisle, Il | 5 | 1 | 2 | -1 | 40% | 1 | ||
| T•• M••••• G••••• L•• independent RIA | Dallas, Tx | 5 | 1 | 2 | -1 | 40% | |||
| C•••••• A•••••••• L•• independent RIA | Cypress, Tx · principal | 5 | 0 | 2 | -2 | 40% | |||
| C••••••••• F•••••••• N•••••• national BD | South Easton, Ma | 5 | 0 | 2 | -2 | 40% | 1 | ||
| M• R••••••••• institutional | Carmel, In · principal | 5 | 1 | 2 | -1 | 40% | |||
| S•• W••••• independent RIA | Menlo Park, Ca | 5 | 0 | 2 | -2 | 40% | |||
| O•••• W•••••• I••• BD affiliated | Eau Claire, Wi | 5 | 0 | 2 | -2 | 40% | 1 | ||
| U••• B•••••• A•••••••• L•• BD affiliated | Nashville, Tn | 5 | 5 | 2 | +3 | 40% | |||
| L•• F•••••••• L•• BD affiliated | Atascadero, Ca | 5 | 0 | 2 | -2 | 40% | 1 | ||
| S••• W••••• A••••••• former | Manalapan, Nj | 5 | 4 | 2 | +2 | 40% | |||
| F•••••••• S••••••• A••••••• I•• independent RIA | Va Beach, Va | 5 | 0 | 2 | -2 | 40% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Cedar Rapids, Ia | 5 | 0 | 2 | -2 | 40% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Williston, Vt | 5 | 1 | 2 | -1 | 40% | 1 | ||
| L•• E••••••••• L•• BD affiliated | Farmington Hills, Mi | 5 | 2 | 2 | 0 | 40% | |||
| C•••••• S••••• • C••• I••• national BD | Milpitas, Ca | 5 | 2 | 2 | 0 | 40% | |||
| L•• F•••••••• L•• BD affiliated | Mystic, Ct | 5 | 0 | 2 | -2 | 40% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Marietta, Ga | 5 | 0 | 2 | -2 | 40% |
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.