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 | Paramus, Nj | 24 | 1 | 1 | 0 | 4.2% | |||
| RAYMOND JAMES & ASSOCIATES, INC. national BD | Kirkland, Wa | 24 | 8 | 1 | +7 | 4.2% | |||
| MML INVESTORS SERVICES, LLC BD affiliated | Wakefield, Ma | 24 | 5 | 1 | +4 | 4.2% | |||
| W•••• F•••• A••••••• wirehouse | Henderson, Nv | 24 | 5 | 1 | +4 | 4.2% | |||
| W•••• F•••• A••••••• wirehouse | Georgetown, Tx | 24 | 2 | 1 | +1 | 4.2% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Miami, Fl | 24 | 0 | 1 | -1 | 4.2% | |||
| C••••••••• W••••• independent RIA | Huntersville, Nc · principal | 24 | 3 | 1 | +2 | 4.2% | |||
| S••••••• F•••••••• I••••••••• A••••••• L•• institutional | Carmel, In · principal | 24 | 1 | 1 | 0 | 4.2% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bismarck, Nd | 24 | 3 | 1 | +2 | 4.2% | |||
| R•• C•••••• M••••••• L•• national BD | San Jose, Ca | 24 | 2 | 1 | +1 | 4.2% | |||
| W•••• F•••• A••••••• wirehouse | Dublin, Oh | 24 | 2 | 1 | +1 | 4.2% | |||
| C••••••• S••••••••• I••• BD affiliated | Pittsburgh, Pa | 24 | 3 | 1 | +2 | 4.2% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Orlando, Fl | 24 | 1 | 1 | 0 | 4.2% | |||
| M••••••• C•••••• M••••••••• L•• independent RIA | Grand Blanc, Mi · principal | 24 | 8 | 1 | +7 | 4.2% | |||
| E•• F•••••••• A••••••• independent RIA | Sandy Springs, Ga | 23 | 5 | 1 | +4 | 4.3% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Carmel, In | 23 | 4 | 1 | +3 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Marietta, Ga | 23 | 3 | 1 | +2 | 4.3% | |||
| C•••••• S••••• • C••• I••• national BD | Oak Brook, Il | 23 | 5 | 1 | +4 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Green Bay, Wi | 23 | 1 | 1 | 0 | 4.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Blaine, Mn | 23 | 2 | 1 | +1 | 4.3% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Nashville, Tn | 23 | 2 | 1 | +1 | 4.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Appleton, Wi | 23 | 2 | 1 | +1 | 4.3% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Peachtree Corners, Ga | 23 | 1 | 1 | 0 | 4.3% | |||
| L•• F•••••••• L•• BD affiliated | Sewickley, Pa | 23 | 1 | 1 | 0 | 4.3% | |||
| D••• D••••••• • C•• independent RIA | Bellevue, Wa | 23 | 2 | 1 | +1 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Huntsville, Al | 23 | 0 | 1 | -1 | 4.3% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Menlo Park, Ca | 23 | 6 | 1 | +5 | 4.3% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Nashville, Tn | 23 | 2 | 1 | +1 | 4.3% | |||
| J••• M••••• S••••••••• L•• wirehouse | Bronx, Ny | 23 | 0 | 1 | -1 | 4.3% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Atlanta, Ga | 23 | 7 | 1 | +6 | 4.3% | |||
| C••••••• A•••• M••••••••• L•• independent RIA | Morton, Il · principal | 23 | 8 | 1 | +7 | 4.3% | 1 | ||
| C•••••• S••••• • C••• I••• national BD | Southlake, Tx | 23 | 0 | 1 | -1 | 4.3% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Cincinnati, Oh | 23 | 2 | 1 | +1 | 4.3% | |||
| M•••• L••• • W•••••• L•• independent RIA | Plano, Tx · principal | 23 | 5 | 1 | +4 | 4.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Omaha, Ne | 23 | 6 | 1 | +5 | 4.3% | 1 | ||
| M••••• S•••••• wirehouse | Easton, Md | 23 | 0 | 1 | -1 | 4.3% | |||
| L•• F•••••••• L•• BD affiliated | Palm Beach Gardens, Fl | 23 | 4 | 1 | +3 | 4.3% | 1 | ||
| E••••• J•••• national BD | Richmond, Va | 23 | 2 | 1 | +1 | 4.3% | |||
| S•••••••• A••••••• L•• national BD | Greenwich, Ct | 23 | 2 | 1 | +1 | 4.3% | |||
| D•••• V•••••• I••••••••• L•• independent RIA | Peoria, Il · principal | 23 | 2 | 1 | +1 | 4.3% | |||
| C•••••• S••••• • C••• I••• national BD | Naples, Fl | 23 | 4 | 1 | +3 | 4.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | New Orleans, La | 23 | 2 | 1 | +1 | 4.3% | |||
| C•••••• S••••• • C••• I••• national BD | La Jolla, Ca | 23 | 4 | 1 | +3 | 4.3% | |||
| E•••••• W••••• M••••••••• L•• independent RIA | Arlington, Va · principal | 23 | 9 | 1 | +8 | 4.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mechanicsburg, Pa | 23 | 2 | 1 | +1 | 4.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Rocky River, Oh | 23 | 2 | 1 | +1 | 4.3% | |||
| O•••• W•••••• I••• BD affiliated | Westlake Village, Ca | 23 | 1 | 1 | 0 | 4.3% | |||
| C•••••• S••••• • C••• I••• national BD | Encino, Ca | 23 | 6 | 1 | +5 | 4.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Glen Allen, Va | 23 | 2 | 1 | +1 | 4.3% | |||
| E•••• S••••••••• L•• BD affiliated | Anaheim, Ca | 23 | 4 | 1 | +3 | 4.3% | |||
| T••• H•••••• L•• independent RIA | Foster City, Ca · principal | 23 | 3 | 1 | +2 | 4.3% | |||
| S••••• W••••• A••••••• L•• independent RIA | Boca Raton, Fl · principal | 23 | 8 | 1 | +7 | 4.3% | |||
| S••••• W••••• M••••••••• independent RIA | Lincolnshire, Il | 23 | 3 | 1 | +2 | 4.3% | |||
| L•• F•••••••• L•• BD affiliated | Rapid City, Sd | 23 | 1 | 1 | 0 | 4.3% | |||
| M••••• S•••••• wirehouse | Toms River, Nj | 23 | 1 | 1 | 0 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Colorado Springs, Co | 23 | 3 | 1 | +2 | 4.3% | |||
| M•••••• BD affiliated | Brentwood, Mo | 23 | 5 | 1 | +4 | 4.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Syracuse, Ny | 23 | 0 | 1 | -1 | 4.3% | |||
| R•• C•••••• M••••••• L•• national BD | Stamford, Ct | 23 | 1 | 1 | 0 | 4.3% | |||
| R•• C•••••• M••••••• L•• national BD | Richmond, Va | 23 | 1 | 1 | 0 | 4.3% |
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.