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 |
|---|---|---|---|---|---|---|---|---|---|
| BAKERAVENUE independent RIA | San Francisco, Ca · principal | 28 | 5 | 1 | +4 | 3.6% | |||
| ISC ADVISORS, INC. mixed wealth | Dallas, Tx · principal | 28 | 1 | 1 | 0 | 3.6% | |||
| ADVICE AND PLANNING SERVICES BD affiliated | Durham, Nc | 28 | 4 | 1 | +3 | 3.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Madison, Wi | 28 | 3 | 1 | +2 | 3.6% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Palm Beach Gardens, Fl | 28 | 0 | 1 | -1 | 3.6% | |||
| L•• F•••••••• L•• BD affiliated | Redding, Ca | 28 | 5 | 1 | +4 | 3.6% | 1 | ||
| E••••• J•••• national BD | Bradenton, Fl | 28 | 3 | 1 | +2 | 3.6% | |||
| B•••••• P••••• W••••• M••••••• independent RIA | Seattle, Wa · principal | 28 | 6 | 1 | +5 | 3.6% | 1 | ||
| S•••••••• W••••• A••••••• L•• independent RIA | Houston, Tx · principal | 28 | 0 | 1 | -1 | 3.6% | |||
| L•• F•••••••• L•• BD affiliated | Ada, Mi | 28 | 3 | 1 | +2 | 3.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Boise, Id | 28 | 5 | 1 | +4 | 3.6% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Saint Louis, Mo | 28 | 4 | 1 | +3 | 3.6% | |||
| C••••••• S••••••••• I••• BD affiliated | New York, Ny | 28 | 9 | 1 | +8 | 3.6% | |||
| C•••••• S••••• • C••• I••• national BD | Marlton, Nj | 28 | 4 | 1 | +3 | 3.6% | |||
| H••••• I••••••••• M••••••••• L•• independent RIA | Cincinnati, Oh · principal | 28 | 5 | 1 | +4 | 3.6% | |||
| M••••• S•••••• wirehouse | Marco Island, Fl | 28 | 1 | 1 | 0 | 3.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Vancouver, Wa | 28 | 1 | 1 | 0 | 3.6% | |||
| G• A• R••••• • C•••••• BD affiliated | Casselberry, Fl · principal | 28 | 1 | 1 | 0 | 3.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Florham Park, Nj | 28 | 1 | 1 | 0 | 3.6% | |||
| W•••••• S••••••••• I••• BD affiliated | Newport Beach, Ca | 28 | 8 | 1 | +7 | 3.6% | |||
| T•• W•••• G••••• L•• independent RIA | Birmingham, Al · principal | 28 | 3 | 1 | +2 | 3.6% | |||
| I•• C••••••• L•• independent RIA | Los Angeles, Ca | 28 | 11 | 1 | +10 | 3.6% | |||
| C•••••• S••••• • C••• I••• national BD | Walnut Creek, Ca | 28 | 6 | 1 | +5 | 3.6% | |||
| A•••••• W••••• M••••••••• I••• independent RIA | Houston, Tx · principal | 28 | 6 | 1 | +5 | 3.6% | |||
| F•••• C••••••• A•••• M••••••••• I•• BD affiliated | Raleigh, Nc · principal | 28 | 8 | 1 | +7 | 3.6% | |||
| M••••• S•••••• wirehouse | Virginia Beach, Va | 28 | 1 | 1 | 0 | 3.6% | |||
| S•••••••• F•••••••• S••••••• independent RIA | Utica, Ny · principal | 28 | 6 | 1 | +5 | 3.6% | |||
| L•• F•••••••• L•• BD affiliated | Horsham, Pa | 28 | 2 | 1 | +1 | 3.6% | |||
| W•••• F•••• A••••••• wirehouse | Fort Wayne, In | 28 | 9 | 1 | +8 | 3.6% | |||
| M••••• S•••••• wirehouse | Ridgefield, Ct | 28 | 0 | 1 | -1 | 3.6% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Conshohocken, Pa | 28 | 0 | 1 | -1 | 3.6% | |||
| C•••••• S••••• • C••• I••• national BD | Boca Raton, Fl | 27 | 4 | 1 | +3 | 3.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Daniel Island, Sc | 27 | 3 | 1 | +2 | 3.7% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Winter Park, Fl | 27 | 2 | 1 | +1 | 3.7% | 1 | ||
| L•• F•••••••• L•• BD affiliated | South Bend, In | 27 | 5 | 1 | +4 | 3.7% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Pasadena, Ca | 27 | 6 | 1 | +5 | 3.7% | |||
| S•• F•••••••• A••••••• independent RIA | Winona Lake, In · principal | 27 | 5 | 1 | +4 | 3.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Toms River, Nj | 27 | 1 | 1 | 0 | 3.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Carlsbad, Ca | 27 | 3 | 1 | +2 | 3.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chapel Hill, Nc | 27 | 3 | 1 | +2 | 3.7% | |||
| R•• C•••••• M••••••• L•• national BD | Rockville, Md | 27 | 1 | 1 | 0 | 3.7% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Salt Lake City, Ut | 27 | 5 | 1 | +4 | 3.7% | 1 | ||
| R•••••• J•••• • A••••••••• I••• national BD | Alpharetta, Ga | 27 | 3 | 1 | +2 | 3.7% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Durham, Nc | 27 | 0 | 1 | -1 | 3.7% | |||
| B••••• H••••• G••••• I•••••••• other | Dallas, Tx · principal | 27 | 0 | 1 | -1 | 3.7% | |||
| H•••••• I••••••••• S•••••••• L•• independent RIA | Oakbrook Terrace, Il · principal | 27 | 2 | 1 | +1 | 3.7% | |||
| H••••• • S••••• A••••••• S••••••• L•• other | Dewitt, Ny · principal | 27 | 2 | 1 | +1 | 3.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Tucson, Az | 27 | 2 | 1 | +1 | 3.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | St Cloud, Mn | 27 | 2 | 1 | +1 | 3.7% | |||
| F••••••• W•••••• C•••••• M••••••••• I••• independent RIA | Portland, Or · principal | 27 | 3 | 1 | +2 | 3.7% | |||
| B••• G••••• • C••••••• I••• independent RIA | Orange, Ca · principal | 27 | 6 | 1 | +5 | 3.7% | |||
| L•• F•••••••• L•• BD affiliated | Mcallen, Tx | 27 | 4 | 1 | +3 | 3.7% | |||
| T•• F••••• O••••• P••••••• independent RIA | Phoenix, Az · principal | 27 | 0 | 1 | -1 | 3.7% | |||
| E••••• J•••• national BD | Meridian, Id | 27 | 3 | 1 | +2 | 3.7% | |||
| M•••••••• A••••••• mixed wealth | Boston, Ma · principal | 27 | 2 | 1 | +1 | 3.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Columbia, Sc | 27 | 5 | 1 | +4 | 3.7% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Indianapolis, In | 27 | 1 | 1 | 0 | 3.7% | |||
| L•• F•••••••• L•• BD affiliated | Rock Hill, Sc | 27 | 6 | 1 | +5 | 3.7% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Lakewood, Co | 27 | 5 | 1 | +4 | 3.7% | |||
| W•••• F•••• A••••••• wirehouse | Wilmington, De | 27 | 5 | 1 | +4 | 3.7% | 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.