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 |
|---|---|---|---|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS, LLC. institutional | Wakefield, Ma · principal | 52 | 4 | 1 | +3 | 1.9% | |||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Hartford, Ct | 52 | 4 | 1 | +3 | 1.9% | |||
| PARK AVENUE SECURITIES LLC BD affiliated | Irvine, Ca | 52 | 6 | 1 | +5 | 1.9% | |||
| L•• F•••••••• L•• BD affiliated | Williamsville, Ny | 52 | 6 | 1 | +5 | 1.9% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Raleigh, Nc | 52 | 1 | 1 | 0 | 1.9% | |||
| S•••••••• A••••••• L•• national BD | Columbus, Oh | 52 | 4 | 1 | +3 | 1.9% | |||
| L•• F•••••••• L•• BD affiliated | Annapolis, Md | 52 | 9 | 1 | +8 | 1.9% | |||
| O••••••••• • C•• I••• BD affiliated | Coral Gables, Fl | 51 | 8 | 1 | +7 | 2.0% | |||
| E••••• J•••• national BD | San Diego, Ca | 51 | 9 | 1 | +8 | 2.0% | |||
| M••••• S•••••• wirehouse | Hunt Valley, Md | 51 | 1 | 1 | 0 | 2.0% | |||
| O••••• F•••••••• G••••• L•• independent RIA | Carmel, In · principal | 51 | 5 | 1 | +4 | 2.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Scottsdale, Az | 51 | 4 | 1 | +3 | 2.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Hingham, Ma | 51 | 1 | 1 | 0 | 2.0% | |||
| E••••• J•••• national BD | Tulsa, Ok | 51 | 5 | 1 | +4 | 2.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Los Angeles, Ca | 51 | 6 | 1 | +5 | 2.0% | 1 | ||
| T•• C•••••• G••••• L•• independent RIA | Boise, Id · principal | 51 | 9 | 1 | +8 | 2.0% | |||
| E•••••••• A•••••••• L•• national BD | Falls Church, Va | 51 | 3 | 1 | +2 | 2.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Midlothian, Va | 51 | 5 | 1 | +4 | 2.0% | |||
| S•••••••• A••••••• L•• national BD | Las Vegas, Nv | 51 | 4 | 1 | +3 | 2.0% | |||
| C•••••• S••••• • C••• I••• national BD | Newport Beach, Ca | 50 | 9 | 1 | +8 | 2.0% | |||
| M••••• S•••••• wirehouse | Milwaukee, Wi | 50 | 4 | 1 | +3 | 2.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Orlando, Fl | 50 | 3 | 1 | +2 | 2.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Mechanicsburg, Pa | 50 | 4 | 1 | +3 | 2.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Jersey City, Nj | 50 | 7 | 1 | +6 | 2.0% | |||
| L•• F•••••••• L•• BD affiliated | Oak Brook, Il | 50 | 8 | 1 | +7 | 2.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Madison, Wi | 50 | 1 | 1 | 0 | 2.0% | |||
| C•• A•••• M••••••••• G•••• independent RIA | Naples, Fl · principal | 50 | 13 | 1 | +12 | 2.0% | |||
| L•• F•••••••• L•• BD affiliated | Columbus, Oh | 50 | 4 | 1 | +3 | 2.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Naples, Fl | 50 | 3 | 1 | +2 | 2.0% | |||
| C•••••• independent RIA | Dallas, Tx | 50 | 10 | 1 | +9 | 2.0% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Huntersville, Nc | 50 | 1 | 1 | 0 | 2.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Eagan, Mn | 50 | 3 | 1 | +2 | 2.0% | |||
| M••••• S•••••• wirehouse | Palm Beach, Fl | 49 | 6 | 1 | +5 | 2.0% | 1 | ||
| A••••••• W••••• M••••••••• L•• independent RIA | Wesley Chapel, Fl · principal | 49 | 8 | 1 | +7 | 2.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Vancouver, Wa | 49 | 4 | 1 | +3 | 2.0% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Manchester, Nh | 49 | 4 | 1 | +3 | 2.0% | |||
| M••••• S•••••• wirehouse | Portland, Me | 49 | 2 | 1 | +1 | 2.0% | |||
| K•••••• F•••••••• G•••• independent RIA | Granger, In · principal | 49 | 12 | 1 | +11 | 2.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Aventura, Fl | 49 | 2 | 1 | +1 | 2.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Westwood, Ma | 49 | 3 | 1 | +2 | 2.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Orland Park, Il | 48 | 6 | 1 | +5 | 2.1% | |||
| C•••••• S••••• • C••• I••• national BD | Houston, Tx | 48 | 2 | 1 | +1 | 2.1% | |||
| S•••••••• A••••••• L•• national BD | Torrance, Ca | 48 | 7 | 1 | +6 | 2.1% | |||
| C•••••• S••••• • C••• I••• national BD | Boston, Ma | 48 | 8 | 1 | +7 | 2.1% | 5 | ||
| M••••• S•••••• wirehouse | Orland Park, Il | 48 | 4 | 1 | +3 | 2.1% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Boca Raton, Fl | 48 | 11 | 1 | +10 | 2.1% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Brentwood, Tn | 48 | 3 | 1 | +2 | 2.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Rancho Santa Fe, Ca | 48 | 4 | 1 | +3 | 2.1% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Tampa, Fl | 48 | 2 | 1 | +1 | 2.1% | |||
| M••••• S•••••• wirehouse | Potomac, Md | 48 | 6 | 1 | +5 | 2.1% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Bloomington, Mn | 47 | 3 | 1 | +2 | 2.1% | |||
| M••••• S•••••• wirehouse | Brea, Ca | 47 | 1 | 1 | 0 | 2.1% | |||
| E••••• J•••• national BD | Greenville, Sc | 47 | 7 | 1 | +6 | 2.1% | |||
| E•••••••• A•••••••• L•• national BD | Conshohocken, Pa | 47 | 5 | 1 | +4 | 2.1% | |||
| L•• F•••••••• L•• BD affiliated | Boston, Ma | 47 | 6 | 1 | +5 | 2.1% | 3 | ||
| T• P•••••• C••••• W••••• L•• BD affiliated | Sarasota, Fl | 47 | 9 | 1 | +8 | 2.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Annapolis, Md | 47 | 5 | 1 | +4 | 2.1% | |||
| B••••• F•••••••• G•••• independent RIA | Plymouth, Mn · principal | 47 | 8 | 1 | +7 | 2.1% | |||
| S•••••••• A••••••• L•• national BD | Sunnyvale, Ca | 47 | 9 | 1 | +8 | 2.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | New Orleans, La | 47 | 9 | 1 | +8 | 2.1% |
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.