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 |
|---|---|---|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL, LLC BD affiliated | Parsippany, Nj · principal | 59 | 9 | 1 | +8 | 1.7% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Chesterfield, Mo | 59 | 10 | 1 | +9 | 1.7% | |||
| WELLS FARGO ADVISORS wirehouse | New York, Ny | 59 | 27 | 1 | +26 | 1.7% | 1 | ||
| E••••• J•••• national BD | Dallas, Tx | 59 | 6 | 1 | +5 | 1.7% | |||
| L•• F•••••••• L•• BD affiliated | Greensboro, Nc | 59 | 4 | 1 | +3 | 1.7% | |||
| C•••••• I••••••••• A•••••••• L•• independent RIA | Atlanta, Ga · principal | 59 | 7 | 1 | +6 | 1.7% | |||
| E•••••••• P•• independent RIA | Berwyn, Pa · principal | 58 | 9 | 1 | +8 | 1.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Melville, Ny | 58 | 3 | 1 | +2 | 1.7% | |||
| W•••• F•••• A••••••• wirehouse | Cumming, Ga | 58 | 11 | 1 | +10 | 1.7% | |||
| M••••• S•••••• wirehouse | Troy, Mi | 58 | 2 | 1 | +1 | 1.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Grand Rapids, Mi | 58 | 8 | 1 | +7 | 1.7% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Atlanta, Ga | 58 | 3 | 1 | +2 | 1.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Baton Rouge, La | 58 | 3 | 1 | +2 | 1.7% | |||
| M••••• S•••••• wirehouse | Kansas City, Mo | 58 | 6 | 1 | +5 | 1.7% | |||
| S•••••••• A••••••• L•• national BD | Lone Tree, Co | 58 | 5 | 1 | +4 | 1.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Buffalo, Ny | 58 | 4 | 1 | +3 | 1.7% | |||
| S•••••••• S••••••••• BD affiliated | Boston, Ma · principal | 58 | 7 | 1 | +6 | 1.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Miamisburg, Oh | 57 | 4 | 1 | +3 | 1.8% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Bethesda, Md | 57 | 3 | 1 | +2 | 1.8% | 1 | ||
| R••• P•••••• W••••• M••••••••• former | Bedford, Nh · principal | 57 | 57 | 1 | +56 | 1.8% | |||
| W•••• F•••• A••••••• wirehouse | Dublin, Oh | 57 | 2 | 1 | +1 | 1.8% | |||
| L•• F•••••••• L•• BD affiliated | Indianapolis, In | 57 | 5 | 1 | +4 | 1.8% | 2 | ||
| M••••••• W••••• M••••••••• L•• independent RIA | Lexington, Ky · principal | 57 | 6 | 1 | +5 | 1.8% | |||
| M•••••• W••••• no RAUM | Overland Park, Ks · principal | 57 | 10 | 1 | +9 | 1.8% | |||
| O••••••••• • C•• I••• BD affiliated | Chicago, Il | 57 | 10 | 1 | +9 | 1.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Reston, Va | 56 | 5 | 1 | +4 | 1.8% | |||
| P••••••• W••••• G••••• L•• independent RIA | Provo, Ut · principal | 56 | 6 | 1 | +5 | 1.8% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Denver, Co | 56 | 7 | 1 | +6 | 1.8% | |||
| L•• F•••••••• L•• BD affiliated | Baltimore, Md | 56 | 5 | 1 | +4 | 1.8% | |||
| E••••• J•••• national BD | Lincoln, Ne | 55 | 6 | 1 | +5 | 1.8% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Beverly Hills, Ca | 55 | 10 | 1 | +9 | 1.8% | 1 | ||
| C••••••• institutional | Boston, Ma | 55 | 3 | 1 | +2 | 1.8% | |||
| S•••••• W••••• P•••••••• L•• BD affiliated | Beachwood, Oh · principal | 55 | 10 | 1 | +9 | 1.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Boston, Ma | 55 | 9 | 1 | +8 | 1.8% | 1 | ||
| A••••• W••••• M••••••••• independent RIA | Ft Smith, Ar | 55 | 5 | 1 | +4 | 1.8% | |||
| M••••• S•••••• wirehouse | Palm Harbor, Fl | 55 | 1 | 1 | 0 | 1.8% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | San Juan, Pr | 55 | 5 | 1 | +4 | 1.8% | |||
| S•••••••• A••••••• L•• national BD | Palo Alto, Ca | 55 | 9 | 1 | +8 | 1.8% | |||
| U••••• A•••••• G•••• independent RIA | Cincinnati, Oh · principal | 55 | 12 | 1 | +11 | 1.8% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Garden City, Ny | 54 | 4 | 1 | +3 | 1.9% | 1 | ||
| B•••••••• I••••••••• M••••••••• L•• asset manager | San Francisco, Ca | 54 | 13 | 1 | +12 | 1.9% | |||
| R•• W••••• B•••••••• I••• independent RIA | Montclair, Nj · principal | 54 | 7 | 1 | +6 | 1.9% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Indianapolis, In | 54 | 2 | 1 | +1 | 1.9% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Sarasota, Fl | 54 | 5 | 1 | +4 | 1.9% | |||
| M••••• S•••••• wirehouse | Woodland Hills, Ca | 54 | 3 | 1 | +2 | 1.9% | |||
| M••••• S•••••• wirehouse | Greenville, De | 53 | 3 | 1 | +2 | 1.9% | |||
| E•••••••• A•••••••• L•• national BD | Boca Raton, Fl | 53 | 9 | 1 | +8 | 1.9% | 1 | ||
| S•••••••• A••••••• L•• national BD | Indianapolis, In | 53 | 3 | 1 | +2 | 1.9% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Ft Lauderdale, Fl | 53 | 7 | 1 | +6 | 1.9% | |||
| W•••• F•••• A••••••• wirehouse | Red Bank, Nj | 53 | 11 | 1 | +10 | 1.9% | |||
| W•••• F•••• A••••••• wirehouse | Seal Beach, Ca | 53 | 0 | 1 | -1 | 1.9% | |||
| C••••• P••••••• P••••••• independent RIA | Leawood, Ks · principal | 53 | 11 | 1 | +10 | 1.9% | |||
| M••••• S•••••• wirehouse | Sacramento, Ca | 53 | 4 | 1 | +3 | 1.9% | 1 | 2 | |
| C••••••• S••••••••• I••• BD affiliated | Monroeville, Pa | 52 | 6 | 1 | +5 | 1.9% | |||
| A••••••• A•••• M••••••••• I••• mixed wealth | Princeton, Nj | 52 | 5 | 1 | +4 | 1.9% | |||
| N••••• I••••••••• M••••••••• B••••••• T•••• asset manager | Philadelphia, Pa · principal | 52 | 11 | 1 | +10 | 1.9% | |||
| M•• I••••••••• A••••••• I••• other | Boston, Ma · principal | 52 | 4 | 1 | +3 | 1.9% | |||
| S•••••••• A••••••• L•• national BD | Columbus, Oh | 52 | 4 | 1 | +3 | 1.9% | |||
| S••••••• P•••••• A•••••••• L••• institutional | Wakefield, Ma · principal | 52 | 4 | 1 | +3 | 1.9% | |||
| L•• F•••••••• L•• BD affiliated | Annapolis, Md | 52 | 9 | 1 | +8 | 1.9% |
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.