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 | Madison, Ms | 5 | 1 | 2 | -1 | 40% | |||
| A BETTER WAY FINANCIAL, LLC independent RIA | Allentown, Pa · principal | 5 | 2 | 2 | 0 | 40% | |||
| ROBERT W. BAIRD & CO. INCORPORATED mixed wealth | Princeton, In | 5 | 0 | 2 | -2 | 40% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Goodyear, Az | 5 | 1 | 2 | -1 | 40% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Tucson, Az | 5 | 1 | 2 | -1 | 40% | |||
| W•••• F•••• A••••••• wirehouse | Mountain Brook, Al | 5 | 1 | 2 | -1 | 40% | |||
| O•••• W•••••• I••• BD affiliated | Lubbock, Tx | 5 | 1 | 2 | -1 | 40% | 1 | ||
| E•••• S••••••••• L•• BD affiliated | Staten Island, Ny | 5 | 1 | 2 | -1 | 40% | |||
| C••••••••• F•••••••• N•••••• national BD | Tucson, Az | 5 | 1 | 2 | -1 | 40% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Memphis, Tn | 5 | 0 | 2 | -2 | 40% | |||
| I••••••••• F•••••••• G••••• L•• BD affiliated | Carlsbad, Ca | 5 | 0 | 2 | -2 | 40% | |||
| E••••• J•••• national BD | Riverview, Fl | 5 | 0 | 2 | -2 | 40% | |||
| S••••• I••••••••• independent RIA | Beachwood, Oh · principal | 5 | 0 | 2 | -2 | 40% | |||
| •••••••• independent RIA | Clayton, Mo | 415 | 164 | 1 | +163 | 0.2% | 1 | ||
| C••••••••• I••••••••• A•••••••• L•• independent RIA | Tampa, Fl · principal | 282 | 88 | 1 | +87 | 0.4% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Edina, Mn | 225 | 15 | 1 | +14 | 0.4% | |||
| W•••• F•••• A••••••• wirehouse | Walnut Creek, Ca | 221 | 25 | 1 | +24 | 0.5% | |||
| S•••••••• A••••••• L•• national BD | Raleigh, Nc | 179 | 20 | 1 | +19 | 0.6% | |||
| U•• F•••••••• S••••••• I••• wirehouse | San Diego, Ca | 166 | 4 | 1 | +3 | 0.6% | |||
| M••••• S•••••• wirehouse | Wellesley, Ma | 158 | 9 | 1 | +8 | 0.6% | |||
| C••••••• F•••••••• D••••••• I••• BD affiliated | Kokomo, In · principal | 158 | 16 | 1 | +15 | 0.6% | |||
| J••• M••••• S••••••••• L•• wirehouse | Philadelphia, Pa | 157 | 27 | 1 | +26 | 0.6% | |||
| W•••• F•••• A••••••• wirehouse | Bethesda, Md | 155 | 45 | 1 | +44 | 0.6% | |||
| I•• W••••• M••••••••• L•• BD affiliated | Chicago, Il · principal | 153 | 19 | 1 | +18 | 0.7% | |||
| N•• E••• W••••• BD affiliated | Stamford, Ct · principal | 150 | 52 | 1 | +51 | 0.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wellesley Hills, Ma | 145 | 7 | 1 | +6 | 0.7% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Saint Paul, Mn · principal | 145 | 124 | 1 | +123 | 0.7% | |||
| M•••••• BD affiliated | Overland Park, Ks · principal | 145 | 18 | 1 | +17 | 0.7% | |||
| W•••• F•••• A••••••• wirehouse | Reno, Nv | 145 | 29 | 1 | +28 | 0.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Birmingham, Mi | 142 | 3 | 1 | +2 | 0.7% | |||
| S•••••••• A•••••••• L•• BD affiliated | Miami, Fl · principal | 140 | 1 | 1 | 0 | 0.7% | |||
| W•••• F•••• A••••••• wirehouse | Jacksonville, Fl | 139 | 13 | 1 | +12 | 0.7% | 2 | ||
| S•••••••• A••••••• L•• national BD | Chicago, Il | 139 | 9 | 1 | +8 | 0.7% | |||
| C••••••••• W••••• M••••••••• independent RIA | Bellevue, Wa · principal | 137 | 30 | 1 | +29 | 0.7% | |||
| I• F•••••••• A••••••• S••••••• L•• independent RIA | Charlotte, Nc · principal | 133 | 31 | 1 | +30 | 0.8% | |||
| L•••••• S•• I••••••••• A•••••••• L••••• BD affiliated | Elmhurst, Il · principal | 133 | 13 | 1 | +12 | 0.8% | |||
| M••••• S•••••• wirehouse | Walnut Creek, Ca | 133 | 5 | 1 | +4 | 0.8% | |||
| M••••• S•••••• wirehouse | South Jordan, Ut | 132 | 22 | 1 | +21 | 0.8% | |||
| M••••• S•••••• wirehouse | Coral Gables, Fl | 128 | 11 | 1 | +10 | 0.8% | 1 | ||
| C••••••••• S••••••••• L•• BD affiliated | Overland Park, Ks · principal | 127 | 11 | 1 | +10 | 0.8% | |||
| U•• F•••••••• S••••••••• L•• independent RIA | Ada, Mi · principal | 127 | 17 | 1 | +16 | 0.8% | |||
| T•• W••••• C••••••••• G•••• independent RIA | Las Vegas, Nv · principal | 121 | 18 | 1 | +17 | 0.8% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | New York City, Ny | 120 | 24 | 1 | +23 | 0.8% | |||
| O••••••• independent RIA | Beachwood, Oh · principal | 119 | 17 | 1 | +16 | 0.8% | |||
| S••••••••• W••••• P••••••• independent RIA | Franklin, Tn · principal | 118 | 17 | 1 | +16 | 0.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | El Segundo, Ca | 118 | 30 | 1 | +29 | 0.8% | |||
| L•• F•••••••• L•• BD affiliated | San Antonio, Tx | 114 | 10 | 1 | +9 | 0.9% | |||
| H•••••••• P••••••• P••••••• independent RIA | Downers Grove, Il · principal | 112 | 6 | 1 | +5 | 0.9% | |||
| L•• F•••••••• L•• BD affiliated | Phoenix, Az | 109 | 30 | 1 | +29 | 0.9% | 1 | ||
| E•••••• F•••••••• E•••••• independent RIA | Fairfax, Va | 109 | 28 | 1 | +27 | 0.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Farmington Hills, Mi | 109 | 10 | 1 | +9 | 0.9% | |||
| M••••• S•••••• wirehouse | Newport Beach, Ca | 109 | 7 | 1 | +6 | 0.9% | |||
| M••••• S•••••• wirehouse | Red Bank, Nj | 108 | 1 | 1 | 0 | 0.9% | |||
| M••••• S•••••• wirehouse | Greenwich, Ct | 107 | 3 | 1 | +2 | 0.9% | |||
| C••••• • A••••••••• I••• independent RIA | Tampa, Fl · principal | 106 | 21 | 1 | +20 | 0.9% | |||
| L•• F•••••••• L•• BD affiliated | Honolulu, Hi | 105 | 13 | 1 | +12 | 1.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | San Jose, Ca | 105 | 16 | 1 | +15 | 1.0% | 1 | ||
| M••••• S•••••• wirehouse | Birmingham, Al | 104 | 10 | 1 | +9 | 1.0% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Frisco, Tx | 103 | 11 | 1 | +10 | 1.0% | |||
| P•••••••• A••••••• national BD | Houston, Tx | 103 | 19 | 1 | +18 | 1.0% |
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.