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 |
|---|---|---|---|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC national BD | Omaha, Ne | 27 | 2 | 1 | +1 | 3.7% | |||
| RAYMOND JAMES & ASSOCIATES, INC. national BD | Beachwood, Oh | 27 | 6 | 1 | +5 | 3.7% | |||
| PUBLIC SAFETY FINANCIAL/GALLOWAY independent RIA | Mesa, Az · principal | 27 | 4 | 1 | +3 | 3.7% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Winter Park, Fl | 27 | 2 | 1 | +1 | 3.7% | 1 | ||
| W• F••••• O•••••• independent RIA | Coral Gables, Fl · principal | 27 | 18 | 1 | +17 | 3.7% | |||
| E••••• J•••• national BD | Meridian, Id | 27 | 3 | 1 | +2 | 3.7% | |||
| E••••• J•••• national BD | Littleton, Co | 27 | 2 | 1 | +1 | 3.7% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Wilmington, De | 27 | 5 | 1 | +4 | 3.7% | 1 | ||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Omaha, Ne | 27 | 1 | 1 | 0 | 3.7% | |||
| M•••••••• A••••••• mixed wealth | Boston, Ma · principal | 27 | 2 | 1 | +1 | 3.7% | |||
| R•• C•••••• M••••••• L•• national BD | Rockville, Md | 27 | 1 | 1 | 0 | 3.7% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Colorado Springs, Co | 26 | 2 | 1 | +1 | 3.8% | |||
| L•••••• A••••••• I••••••••• independent RIA | Baltimore, Md · principal | 26 | 3 | 1 | +2 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | Dubuque, Ia | 26 | 8 | 1 | +7 | 3.8% | 1 | ||
| M••••• S•••••• wirehouse | Saratoga Springs, Ny | 26 | 2 | 1 | +1 | 3.8% | |||
| A•••• W••••• M••••••••• I••• independent RIA | Guthrie Center, Ia · principal | 26 | 8 | 1 | +7 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | West Jordan, Ut | 26 | 6 | 1 | +5 | 3.8% | |||
| W••••• W•••• A•••••••• I•• independent RIA | Englewood, Co · principal | 26 | 13 | 1 | +12 | 3.8% | 2 | ||
| J••• M••••• S••••••••• L•• wirehouse | Katy, Tx | 26 | 2 | 1 | +1 | 3.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Calabasas, Ca | 26 | 2 | 1 | +1 | 3.8% | 1 | ||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Berkeley Heights, Nj | 26 | 1 | 1 | 0 | 3.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Plantation, Fl | 26 | 2 | 1 | +1 | 3.8% | |||
| W•••• F•••• A••••••• wirehouse | Syracuse, Ny | 26 | 2 | 1 | +1 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | Springfield, Il | 26 | 4 | 1 | +3 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | Prescott, Az | 26 | 3 | 1 | +2 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | Redlands, Ca | 26 | 3 | 1 | +2 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | Billings, Mt | 26 | 0 | 1 | -1 | 3.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Arlington, Tx | 26 | 1 | 1 | 0 | 3.8% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Marlton, Nj | 26 | 1 | 1 | 0 | 3.8% | |||
| M••••• S•••••• wirehouse | Mobile, Al | 26 | 2 | 1 | +1 | 3.8% | |||
| S•••••••• A••••••• L•• national BD | Farmington, Ut | 26 | 3 | 1 | +2 | 3.8% | |||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | North Charleston, Sc | 26 | 11 | 1 | +10 | 3.8% | |||
| C•••••• S••••• • C••• I••• national BD | Oakland, Ca | 26 | 5 | 1 | +4 | 3.8% | |||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Cranston, Ri | 26 | 23 | 1 | +22 | 3.8% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Salem, Or | 26 | 5 | 1 | +4 | 3.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Conshohocken, Pa | 26 | 8 | 1 | +7 | 3.8% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Jacksonville, Fl | 26 | 7 | 1 | +6 | 3.8% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Center Valley, Pa | 26 | 4 | 1 | +3 | 3.8% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Cincinnati, Oh | 26 | 1 | 1 | 0 | 3.8% | |||
| E••••• J•••• national BD | Naples, Fl | 26 | 4 | 1 | +3 | 3.8% | |||
| L•• F•••••••• L•• BD affiliated | Green Bay, Wi | 26 | 6 | 1 | +5 | 3.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Temecula, Ca | 26 | 1 | 1 | 0 | 3.8% | |||
| M•••••• A•••••• A••••••• L•• independent RIA | Jersey City, Nj · principal | 26 | 3 | 1 | +2 | 3.8% | |||
| G••••••• W••••• A•••••••• L•• independent RIA | Raleigh, Nc · principal | 26 | 4 | 1 | +3 | 3.8% | |||
| E••••• J•••• national BD | Olathe, Ks | 26 | 4 | 1 | +3 | 3.8% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Nashville, Tn | 26 | 2 | 1 | +1 | 3.8% | |||
| W•••• F•••• A••••••• wirehouse | Aventura, Fl | 26 | 2 | 1 | +1 | 3.8% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Dallas, Tx | 25 | 6 | 1 | +5 | 4.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Flemington, Nj | 25 | 0 | 1 | -1 | 4.0% | |||
| C•••••• S••••• • C••• I••• national BD | Sacramento, Ca | 25 | 4 | 1 | +3 | 4.0% | 1 | ||
| P••• A••••• S••••••••• L•• BD affiliated | Beachwood, Oh | 25 | 3 | 1 | +2 | 4.0% | |||
| L•• F•••••••• L•• BD affiliated | Mount Laurel, Nj | 25 | 1 | 1 | 0 | 4.0% | |||
| O•••• W•••••• I••• BD affiliated | Roseville, Ca | 25 | 2 | 1 | +1 | 4.0% | |||
| F••••• G•••• A••••••• L•• independent RIA | Westwood, Nj · principal | 25 | 1 | 1 | 0 | 4.0% | |||
| S•••••• F•••••••• G••••• L••••• independent RIA | Tampa, Fl | 25 | 6 | 1 | +5 | 4.0% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Greenwood Village, Co | 25 | 2 | 1 | +1 | 4.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Hauppauge, Ny | 25 | 0 | 1 | -1 | 4.0% | |||
| M••••• S•••••• wirehouse | Lafayette, La | 25 | 1 | 1 | 0 | 4.0% | |||
| E•• F•••••••• A••••••• independent RIA | New York, Ny | 25 | 3 | 1 | +2 | 4.0% | |||
| L•••••••• G••••• A•••••••• L•• independent RIA | Hauppauge, Ny · principal | 25 | 0 | 1 | -1 | 4.0% |
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.