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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Birmingham, Al | 30 | 1 | 1 | 0 | 3.3% | |||
| WELLS FARGO ADVISORS wirehouse | Williamsburg, Va | 30 | 5 | 1 | +4 | 3.3% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | West Chester, Oh | 30 | 4 | 1 | +3 | 3.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | The Woodlands, Tx | 30 | 2 | 1 | +1 | 3.3% | |||
| E••••• J•••• national BD | Oklahoma City, Ok | 30 | 1 | 1 | 0 | 3.3% | |||
| L•• F•••••••• L•• BD affiliated | Lisle, Il | 30 | 4 | 1 | +3 | 3.3% | |||
| E•••••••• A•••••••• L•• national BD | Overland Park, Ks | 30 | 10 | 1 | +9 | 3.3% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Irvine, Ca | 30 | 8 | 1 | +7 | 3.3% | |||
| C•••••• independent RIA | San Diego, Ca | 30 | 3 | 1 | +2 | 3.3% | |||
| K•••••• I••••••••• M••••••••• I••• independent RIA | Los Angeles, Ca · principal | 30 | 15 | 1 | +14 | 3.3% | |||
| E•••• S••••••••• L•• BD affiliated | Austin, Tx | 30 | 4 | 1 | +3 | 3.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Davenport, Ia | 30 | 4 | 1 | +3 | 3.3% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Centennial, Co | 30 | 5 | 1 | +4 | 3.3% | |||
| C•••••• S••••• • C••• I••• national BD | Carmel, In | 30 | 6 | 1 | +5 | 3.3% | |||
| O•••• W•••••• I••• BD affiliated | Jericho, Ny | 30 | 4 | 1 | +3 | 3.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Las Vegas, Nv | 30 | 1 | 1 | 0 | 3.3% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Deerfield, Il | 30 | 26 | 1 | +25 | 3.3% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Charlotte, Nc | 30 | 3 | 1 | +2 | 3.3% | |||
| E•••• S••••••••• L•• BD affiliated | Vienna, Va | 30 | 6 | 1 | +5 | 3.3% | |||
| C•••••• A••••••• BD affiliated | Marlton, Nj | 30 | 0 | 1 | -1 | 3.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Pittsburgh, Pa | 30 | 2 | 1 | +1 | 3.3% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Chesterfield, Mo | 29 | 2 | 1 | +1 | 3.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Monroe, La | 29 | 2 | 1 | +1 | 3.4% | |||
| M••••• S•••••• wirehouse | Ridgeland, Ms | 29 | 3 | 1 | +2 | 3.4% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Virginia Beach, Va | 29 | 7 | 1 | +6 | 3.4% | 2 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Saginaw, Mi | 29 | 3 | 1 | +2 | 3.4% | |||
| E••••• J•••• national BD | Asheville, Nc | 29 | 2 | 1 | +1 | 3.4% | |||
| P•••••• I••••••••• W••••• A•••••••• L•• independent RIA | Leawood, Ks · principal | 29 | 1 | 1 | 0 | 3.4% | |||
| T••••••••• A•••••••• L•• independent RIA | Monrovia, Ca · principal | 29 | 9 | 1 | +8 | 3.4% | |||
| L•• F•••••••• L•• BD affiliated | Johnson City, Tn | 29 | 2 | 1 | +1 | 3.4% | |||
| F••••• • M••••• I•• independent RIA | Cincinnati, Oh · principal | 29 | 5 | 1 | +4 | 3.4% | |||
| F•••••••• • T•• A••••••••• L•• independent RIA | St Louis, Mo | 29 | 11 | 1 | +10 | 3.4% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Palm Beach Gardens, Fl | 29 | 4 | 1 | +3 | 3.4% | |||
| B•• C••••• A••••••• independent RIA | Concord, Ma · principal | 29 | 1 | 1 | 0 | 3.4% | |||
| D••••••••• L•• independent RIA | Wilmington, De · principal | 29 | 13 | 1 | +12 | 3.4% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Ponte Vedra Beach, Fl | 29 | 4 | 1 | +3 | 3.4% | |||
| R•••••• I••••••••• asset manager | Milwaukee, Wi | 29 | 0 | 1 | -1 | 3.4% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Franklin, Tn | 29 | 5 | 1 | +4 | 3.4% | |||
| C•••••• S••••• • C••• I••• national BD | Stamford, Ct | 29 | 3 | 1 | +2 | 3.4% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | West Des Moines, Ia | 29 | 5 | 1 | +4 | 3.4% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Pittsburgh, Pa | 29 | 2 | 1 | +1 | 3.4% | |||
| J••• M••••• S••••••••• L•• wirehouse | Del Mar, Ca | 29 | 8 | 1 | +7 | 3.4% | |||
| L•• F•••••••• L•• BD affiliated | Centennial, Co | 29 | 6 | 1 | +5 | 3.4% | |||
| L•• E••••••••• L•• BD affiliated | Brooklyn, Ny | 29 | 4 | 1 | +3 | 3.4% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Morristown, Nj | 29 | 2 | 1 | +1 | 3.4% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Atlanta, Ga | 29 | 3 | 1 | +2 | 3.4% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Franklin, Tn | 29 | 1 | 1 | 0 | 3.4% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Bloomfield Hills, Mi | 29 | 4 | 1 | +3 | 3.4% | |||
| E••••• J•••• national BD | Wilmington, Nc | 29 | 3 | 1 | +2 | 3.4% | |||
| W•••• F•••• A••••••• wirehouse | Fort Lauderdale, Fl | 29 | 6 | 1 | +5 | 3.4% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Springfield, Ma | 29 | 2 | 1 | +1 | 3.4% | |||
| W•••• F•••• A••••••• wirehouse | Wilmington, Nc | 29 | 5 | 1 | +4 | 3.4% | |||
| J••• M••••• S••••••••• L•• wirehouse | Flushing, Ny | 29 | 4 | 1 | +3 | 3.4% | |||
| S•••••••• A••••••• L•• national BD | Ponte Vedra, Fl | 29 | 2 | 1 | +1 | 3.4% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Woodland Hills, Ca | 29 | 1 | 1 | 0 | 3.4% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Princeton, Nj | 29 | 2 | 1 | +1 | 3.4% | |||
| L•• F•••••••• L•• BD affiliated | Charlottesville, Va | 29 | 4 | 1 | +3 | 3.4% | |||
| J•••••••• I••••••••• A••••••• L•• mixed wealth | Miami, Fl | 29 | 1 | 1 | 0 | 3.4% | |||
| W•••• F•••• A••••••• wirehouse | Fort Wayne, In | 28 | 9 | 1 | +8 | 3.6% | |||
| M••••• S•••••• wirehouse | Ridgefield, Ct | 28 | 0 | 1 | -1 | 3.6% |
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.