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 |
|---|---|---|---|---|---|---|---|---|---|
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. independent RIA | Phoenix, Az | 39 | 8 | 1 | +7 | 2.6% | |||
| STEELPEAK WEALTH, LLC independent RIA | Los Angeles, Ca · principal | 39 | 11 | 1 | +10 | 2.6% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Portland, Or | 39 | 5 | 1 | +4 | 2.6% | |||
| M••••• S•••••• wirehouse | Alexandria, Va | 39 | 1 | 1 | 0 | 2.6% | |||
| W•••• F•••• A••••••• wirehouse | Irvine, Ca | 39 | 5 | 1 | +4 | 2.6% | 1 | ||
| M••••• S•••••• wirehouse | Chapel Hill, Nc | 39 | 1 | 1 | 0 | 2.6% | |||
| C•••••• C••••• G••••• I••• no RAUM | New York, Ny | 39 | 8 | 1 | +7 | 2.6% | |||
| L•• F•••••••• L•• BD affiliated | York, Pa | 39 | 7 | 1 | +6 | 2.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Doylestown, Pa | 38 | 0 | 1 | -1 | 2.6% | |||
| G•• S••••••••• I••• BD affiliated | Bridgewater, Nj | 38 | 3 | 1 | +2 | 2.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Shreveport, La | 38 | 2 | 1 | +1 | 2.6% | |||
| M••••• S•••••• wirehouse | Baton Rouge, La | 38 | 0 | 1 | -1 | 2.6% | |||
| K•• F••••••••• I••• independent RIA | Green Bay, Wi · principal | 38 | 8 | 1 | +7 | 2.6% | |||
| M••••• S•••••• wirehouse | Pensacola, Fl | 38 | 5 | 1 | +4 | 2.6% | |||
| J••• M••••• S••••••••• L•• wirehouse | Wheaton, Il | 38 | 3 | 1 | +2 | 2.6% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Scottsdale, Az | 38 | 2 | 1 | +1 | 2.6% | |||
| O•••• W•••••• I••• BD affiliated | Dallas, Tx | 38 | 0 | 1 | -1 | 2.6% | |||
| H••••• W••••• independent RIA | Orlando, Fl · principal | 38 | 10 | 1 | +9 | 2.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Spokane, Wa | 38 | 2 | 1 | +1 | 2.6% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | Ramsey, Nj | 38 | 10 | 1 | +9 | 2.6% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Philadelphia, Pa | 38 | 7 | 1 | +6 | 2.6% | |||
| C•••••• S••••• • C••• I••• national BD | Plano, Tx | 38 | 4 | 1 | +3 | 2.6% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Boston, Ma | 38 | 1 | 1 | 0 | 2.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Eden Prairie, Mn | 38 | 6 | 1 | +5 | 2.6% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Springfield, Mo | 38 | 3 | 1 | +2 | 2.6% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Charlotte, Nc | 37 | 5 | 1 | +4 | 2.7% | |||
| L•• F•••••••• L•• BD affiliated | Chesterfield, Mo | 37 | 5 | 1 | +4 | 2.7% | |||
| K••••• W•••••• L•• independent RIA | Williamsport, Pa · principal | 37 | 31 | 1 | +30 | 2.7% | |||
| E••••• J•••• national BD | Baton Rouge, La | 37 | 1 | 1 | 0 | 2.7% | |||
| O•••• W•••••• I••• BD affiliated | Oklahoma City, Ok | 37 | 1 | 1 | 0 | 2.7% | |||
| L•• F•••••••• L•• BD affiliated | Livonia, Mi | 37 | 2 | 1 | +1 | 2.7% | |||
| W•••• F•••• A••••••• wirehouse | Palm Beach Gardens, Fl | 37 | 3 | 1 | +2 | 2.7% | 1 | ||
| M••••• S•••••• wirehouse | San Rafael, Ca | 37 | 2 | 1 | +1 | 2.7% | |||
| W•••• F•••• A••••••• wirehouse | Greenwich, Ct | 37 | 8 | 1 | +7 | 2.7% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lake Oswego, Or | 37 | 4 | 1 | +3 | 2.7% | |||
| S•••••••• A••••••• L•• national BD | West Jordan, Ut | 37 | 2 | 1 | +1 | 2.7% | |||
| W•••• F•••• A••••••• wirehouse | Annapolis, Md | 37 | 2 | 1 | +1 | 2.7% | |||
| E•• F•••••••• A••••••• independent RIA | Hauppauge, Ny | 37 | 8 | 1 | +7 | 2.7% | |||
| S•••••••• A••••••• L•• national BD | Portsmouth, Nh | 36 | 1 | 1 | 0 | 2.8% | |||
| C•••••• S••••• • C••• I••• national BD | Bethesda, Md | 36 | 1 | 1 | 0 | 2.8% | |||
| L•• F•••••••• L•• BD affiliated | Williamsburg, Va | 36 | 3 | 1 | +2 | 2.8% | |||
| L•• F•••••••• L•• BD affiliated | Santa Ana, Ca | 36 | 4 | 1 | +3 | 2.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Baton Rouge, La | 36 | 2 | 1 | +1 | 2.8% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Tulsa, Ok | 36 | 3 | 1 | +2 | 2.8% | |||
| L•• F•••••••• L•• BD affiliated | Eugene, Or | 36 | 3 | 1 | +2 | 2.8% | |||
| S•••••••• A••••••• L•• national BD | Larkspur, Ca | 36 | 2 | 1 | +1 | 2.8% | |||
| R••••••• W••••• M••••••••• independent RIA | New York, Ny · principal | 36 | 4 | 1 | +3 | 2.8% | |||
| J••• M••••• S••••••••• L•• wirehouse | Baton Rouge, La | 36 | 3 | 1 | +2 | 2.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Metairie, La | 36 | 2 | 1 | +1 | 2.8% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Houston, Tx | 36 | 2 | 1 | +1 | 2.8% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Greenwood Village, Co | 36 | 4 | 1 | +3 | 2.8% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Wichita, Ks | 36 | 4 | 1 | +3 | 2.8% | |||
| C••••••• institutional | Tampa, Fl | 36 | 16 | 1 | +15 | 2.8% | 2 | ||
| M••••• S•••••• wirehouse | West Hartford, Ct | 36 | 3 | 1 | +2 | 2.8% | |||
| S•••••••• A••••••• L•• national BD | Woodland Hills, Ca | 36 | 3 | 1 | +2 | 2.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Ontario, Ca | 36 | 3 | 1 | +2 | 2.8% | |||
| S•••••••• A••••••• L•• national BD | Greenville, De | 36 | 5 | 1 | +4 | 2.8% | |||
| M••••• S•••••• wirehouse | Santa Barbara, Ca | 36 | 4 | 1 | +3 | 2.8% | |||
| M••••• S•••••• wirehouse | Beavercreek, Oh | 36 | 4 | 1 | +3 | 2.8% | |||
| S•••• Q•••• A•••••••• L•• independent RIA | Morristown, Nj · principal | 36 | 7 | 1 | +6 | 2.8% |
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.