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 |
|---|---|---|---|---|---|---|---|---|---|
| ESI FINANCIAL ADVISORS independent RIA | Sandy Springs, Ga | 23 | 5 | 1 | +4 | 4.3% | |||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Marietta, Ga | 23 | 3 | 1 | +2 | 4.3% | |||
| STRATEGIC ADVISERS LLC national BD | Columbia, Md | 22 | 1 | 1 | 0 | 4.5% | |||
| E••••• J•••• national BD | Spring, Tx | 22 | 4 | 1 | +3 | 4.5% | |||
| N••••••• R••••••••• S•••••••• I••• institutional | San Mateo, Ca · principal | 22 | 2 | 1 | +1 | 4.5% | |||
| L•• F•••••••• L•• BD affiliated | Philadelphia, Pa | 22 | 1 | 1 | 0 | 4.5% | |||
| O•••••• C••••••• I••• independent RIA | St Louis Park, Mn | 22 | 5 | 1 | +4 | 4.5% | |||
| W•••• F•••• A••••••• wirehouse | Manchester, Nh | 22 | 1 | 1 | 0 | 4.5% | |||
| E••••• J•••• national BD | Prairie Village, Ks | 22 | 2 | 1 | +1 | 4.5% | |||
| F••• F•••••••• independent RIA | Saint Louis, Mo · principal | 22 | 4 | 1 | +3 | 4.5% | |||
| J••• M••••• S••••••••• L•• wirehouse | Skokie, Il | 22 | 4 | 1 | +3 | 4.5% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mckinney, Tx | 22 | 2 | 1 | +1 | 4.5% | 1 | ||
| C•••••• S••••• • C••• I••• national BD | Reston, Va | 22 | 7 | 1 | +6 | 4.5% | |||
| E••••• J•••• national BD | Murfreesboro, Tn | 22 | 2 | 1 | +1 | 4.5% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Baltimore, Md | 22 | 1 | 1 | 0 | 4.5% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Irvine, Ca | 22 | 4 | 1 | +3 | 4.5% | |||
| G••••••• independent RIA | Miami, Fl · principal | 22 | 3 | 1 | +2 | 4.5% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Fort Myers, Fl | 22 | 4 | 1 | +3 | 4.5% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | White Plains, Ny | 22 | 6 | 1 | +5 | 4.5% | |||
| E••••• J•••• national BD | Lexington, Ky | 22 | 2 | 1 | +1 | 4.5% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Bellevue, Wa | 22 | 7 | 1 | +6 | 4.5% | |||
| W•••• F•••• A••••••• wirehouse | Hunt Valley, Md | 22 | 2 | 1 | +1 | 4.5% | 1 | ||
| W•••••• F•••••••• A••••••• G•••• L•• independent RIA | Philadelphia, Pa · principal | 22 | 0 | 1 | -1 | 4.5% | |||
| P•••••••• S••••••••• I••• BD affiliated | Elkhorn, Ne | 22 | 2 | 1 | +1 | 4.5% | |||
| W•••• F•••• A••••••• wirehouse | Cedar Rapids, Ia | 22 | 3 | 1 | +2 | 4.5% | |||
| C•••••• G•••• P•••••• C••••• S•••••••• I••• independent RIA | New York, Ny | 22 | 6 | 1 | +5 | 4.5% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Greenwood, In | 22 | 0 | 1 | -1 | 4.5% | |||
| M••••• S•••••• wirehouse | Eugene, Or | 22 | 2 | 1 | +1 | 4.5% | |||
| M••••• S•••••• wirehouse | Duluth, Ga | 22 | 1 | 1 | 0 | 4.5% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Roslyn, Ny | 22 | 5 | 1 | +4 | 4.5% | |||
| L•• F•••••••• L•• BD affiliated | Grand Island, Ne | 22 | 1 | 1 | 0 | 4.5% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Pittsburgh, Pa | 22 | 4 | 1 | +3 | 4.5% | |||
| H•••• F•••••••• S•••••••• I••• independent RIA | Grandville, Mi | 22 | 4 | 1 | +3 | 4.5% | |||
| E•••• S••••••••• L•• BD affiliated | Charlotte, Nc | 22 | 6 | 1 | +5 | 4.5% | |||
| H•••••• S••••••••• A•••• M••••••••• L•• institutional | Dallas, Tx · principal | 22 | 5 | 1 | +4 | 4.5% | |||
| P•••••••• S••••••••• I••• BD affiliated | Wayne, Pa | 22 | 3 | 1 | +2 | 4.5% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Philadelphia, Pa | 22 | 0 | 1 | -1 | 4.5% | |||
| E••••• J•••• national BD | Albuquerque, Nm | 22 | 3 | 1 | +2 | 4.5% | |||
| S•••••••• A••••••• L•• national BD | Santa Barbara, Ca | 22 | 3 | 1 | +2 | 4.5% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Holmdel, Nj | 22 | 2 | 1 | +1 | 4.5% | |||
| W•••• F•••• A••••••• wirehouse | Omaha, Ne | 22 | 2 | 1 | +1 | 4.5% | |||
| W•••• F•••• A••••••• wirehouse | Leawood, Ks | 22 | 2 | 1 | +1 | 4.5% | |||
| M•••••• BD affiliated | Scottsdale, Az | 22 | 5 | 1 | +4 | 4.5% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Downers Grove, Il | 22 | 3 | 1 | +2 | 4.5% | |||
| T••••••• A•••• M••••••••• L•• asset manager | Minneapolis, Mn · principal | 22 | 2 | 1 | +1 | 4.5% | |||
| L•• F•••••••• L•• BD affiliated | Waukesha, Wi | 22 | 0 | 1 | -1 | 4.5% | 1 | ||
| A•••• C•••••• G••••• L•• independent RIA | Grand Island, Ne · principal | 22 | 2 | 1 | +1 | 4.5% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Glen Allen, Va | 22 | 0 | 1 | -1 | 4.5% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Marietta, Ga | 22 | 2 | 1 | +1 | 4.5% | |||
| J••• M••••• S••••••••• L•• wirehouse | Sarasota, Fl | 22 | 2 | 1 | +1 | 4.5% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Columbus, Oh | 21 | 1 | 1 | 0 | 4.8% | |||
| G••••• C•••••• M••••••••• independent RIA | Los Angeles, Ca · principal | 21 | 8 | 1 | +7 | 4.8% | |||
| E••••• J•••• national BD | Bellingham, Wa | 21 | 1 | 1 | 0 | 4.8% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Charleston, Wv | 21 | 2 | 1 | +1 | 4.8% | |||
| J••• M••••• S••••••••• L•• wirehouse | Spring, Tx | 21 | 4 | 1 | +3 | 4.8% | |||
| L•• F•••••••• L•• BD affiliated | San Ramon, Ca | 21 | 3 | 1 | +2 | 4.8% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Stockton, Ca | 21 | 1 | 1 | 0 | 4.8% | |||
| C•••••• S••••• • C••• I••• national BD | Sunnyvale, Ca | 21 | 4 | 1 | +3 | 4.8% | 1 | ||
| E••••• J•••• national BD | Abilene, Tx | 21 | 0 | 1 | -1 | 4.8% | |||
| C•••••• S••••• • C••• I••• national BD | Troy, Mi | 21 | 5 | 1 | +4 | 4.8% |
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.