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 |
|---|---|---|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Mobile, Al | 20 | 2 | 1 | +1 | 5.0% | |||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Flower Mound, Tx | 20 | 0 | 1 | -1 | 5.0% | |||
| CHARLES SCHWAB & CO., INC. national BD | Schaumburg, Il | 20 | 3 | 1 | +2 | 5.0% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Pittsburgh, Pa | 20 | 6 | 1 | +5 | 5.0% | 1 | ||
| M••••• S•••••• I••••••••• M••••••••• I••• asset manager | New York, Ny · principal | 20 | 0 | 1 | -1 | 5.0% | |||
| E•••• S••••••••• L•• BD affiliated | Irvine, Ca | 20 | 3 | 1 | +2 | 5.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Long Beach, Ca | 20 | 3 | 1 | +2 | 5.0% | |||
| O•••• W•••••• I••• BD affiliated | Ellicott City, Md | 20 | 3 | 1 | +2 | 5.0% | |||
| O•••• W•••••• I••• BD affiliated | Fort Wayne, In | 20 | 2 | 1 | +1 | 5.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Peoria, Az | 20 | 2 | 1 | +1 | 5.0% | |||
| W•••• F•••• A••••••• wirehouse | Marietta, Ga | 20 | 1 | 1 | 0 | 5.0% | |||
| S•••••• A•••• M••••••••• L•• other | Chatham, Nj · principal | 20 | 2 | 1 | +1 | 5.0% | |||
| B•••• H•••• I••••••••• L••• independent RIA | Rye Brook, Ny · principal | 20 | 5 | 1 | +4 | 5.0% | |||
| O•••• W•••••• I••• BD affiliated | Boston, Ma | 20 | 8 | 1 | +7 | 5.0% | 2 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Webster, Tx | 20 | 4 | 1 | +3 | 5.0% | |||
| C•••••• independent RIA | Tulsa, Ok | 20 | 20 | 1 | +19 | 5.0% | |||
| M••••• G••••• A••••••• I••• independent RIA | Newport Beach, Ca | 20 | 4 | 1 | +3 | 5.0% | |||
| R•• F•••••••• A••••••• I•• independent RIA | Philadelphia, Pa · principal | 20 | 5 | 1 | +4 | 5.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Pensacola, Fl | 20 | 2 | 1 | +1 | 5.0% | |||
| E••••• J•••• national BD | Fort Collins, Co | 20 | 4 | 1 | +3 | 5.0% | |||
| M•••••• I••••••••• A•••••••• L•• mixed wealth | M••••••, Wi · principal | 20 | 2 | 1 | +1 | 5.0% | |||
| L•• F•••••••• L•• BD affiliated | Missoula, Mt | 20 | 1 | 1 | 0 | 5.0% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Alexandria, Va | 20 | 4 | 1 | +3 | 5.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Pittsburgh, Pa | 20 | 1 | 1 | 0 | 5.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Kirkland, Wa | 20 | 0 | 1 | -1 | 5.0% | |||
| S•••• T••• A••••••• L•• independent RIA | Saratoga Springs, Ny · principal | 20 | 0 | 1 | -1 | 5.0% | |||
| P•••••••• independent RIA | Boulder, Co | 20 | 1 | 1 | 0 | 5.0% | |||
| W••• W••••• G••••• L•• independent RIA | Irvine, Ca · principal | 20 | 7 | 1 | +6 | 5.0% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Spokane, Wa | 20 | 5 | 1 | +4 | 5.0% | |||
| W•••• F•••• A••••••• wirehouse | Arlington, Va | 20 | 9 | 1 | +8 | 5.0% | |||
| M••••• S•••••• wirehouse | Medford, Or | 20 | 1 | 1 | 0 | 5.0% | |||
| C•••••• S••••• • C••• I••• national BD | Pittsford, Ny | 20 | 4 | 1 | +3 | 5.0% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Shreveport, La | 20 | 6 | 1 | +5 | 5.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Naples, Fl | 20 | 0 | 1 | -1 | 5.0% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Richmond, Va | 19 | 3 | 1 | +2 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Leesburg, Va | 19 | 1 | 1 | 0 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Lexington, Ma | 19 | 2 | 1 | +1 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Jackson, Tn | 19 | 1 | 1 | 0 | 5.3% | |||
| E••••• J•••• national BD | Tyler, Tx | 19 | 2 | 1 | +1 | 5.3% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Las Vegas, Nv | 19 | 2 | 1 | +1 | 5.3% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Colorado Springs, Co | 19 | 3 | 1 | +2 | 5.3% | |||
| L•• E••••••••• L•• BD affiliated | Omaha, Ne | 19 | 4 | 1 | +3 | 5.3% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Farmington Hills, Mi | 19 | 3 | 1 | +2 | 5.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | State College, Pa | 19 | 1 | 1 | 0 | 5.3% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Bloomington, Mn | 19 | 9 | 1 | +8 | 5.3% | |||
| H•• I••••••••• P•••••••• L•• independent RIA | Glen Allen, Va | 19 | 0 | 1 | -1 | 5.3% | |||
| H•••••••• F•••••••• S•••••••• I••• asset manager | Radnor, Pa · principal | 19 | 3 | 1 | +2 | 5.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Brooklyn, Ny | 19 | 3 | 1 | +2 | 5.3% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Coral Gables, Fl | 19 | 2 | 1 | +1 | 5.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Wausau, Wi | 19 | 1 | 1 | 0 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Columbia, Mo | 19 | 0 | 1 | -1 | 5.3% | |||
| M•• A•••• M••••••••• L•• mixed wealth | Conshohocken, Pa · principal | 19 | 4 | 1 | +3 | 5.3% | |||
| F•••• P•••••• F••••••••• I••• independent RIA | Vancouver, Wa · principal | 19 | 2 | 1 | +1 | 5.3% | |||
| O•••• W•••••• I••• BD affiliated | Paramus, Nj | 19 | 0 | 1 | -1 | 5.3% | |||
| P••••••••• S••••••••• C••••••••• independent RIA | San Diego, Ca | 19 | 2 | 1 | +1 | 5.3% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Florence, Ky | 19 | 0 | 1 | -1 | 5.3% | |||
| W••••••••• A••••••• independent RIA | Melville, Ny | 19 | 19 | 1 | +18 | 5.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Farmington, Ct | 19 | 0 | 1 | -1 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Wheaton, Il | 19 | 2 | 1 | +1 | 5.3% | 1 | ||
| M••••• S•••••• wirehouse | Huntington, Wv | 19 | 2 | 1 | +1 | 5.3% |
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.