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 | Boca Raton, Fl | 19 | 2 | 1 | +1 | 5.3% | |||
| LPL FINANCIAL LLC BD affiliated | Norman, Ok | 19 | 0 | 1 | -1 | 5.3% | |||
| PRINCIPAL SECURITIES, INC. BD affiliated | Grand Rapids, Mi | 19 | 3 | 1 | +2 | 5.3% | |||
| A••••• F•••••••• G•••• independent RIA | Salt Lake City, Ut · principal | 19 | 0 | 1 | -1 | 5.3% | |||
| E••••• J•••• national BD | Tyler, Tx | 19 | 2 | 1 | +1 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Thousand Oaks, Ca | 19 | 0 | 1 | -1 | 5.3% | 1 | ||
| R•••••• J•••• • A••••••••• I••• national BD | Rochester, Ny | 19 | 0 | 1 | -1 | 5.3% | |||
| S•••••••• A••••••• L•• national BD | Long Beach, Ca | 19 | 4 | 1 | +3 | 5.3% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Pensacola, Fl | 19 | 1 | 1 | 0 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Lexington, Ma | 19 | 2 | 1 | +1 | 5.3% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Lake Oswego, Or | 19 | 6 | 1 | +5 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Jackson, Tn | 19 | 1 | 1 | 0 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Leesburg, Va | 19 | 1 | 1 | 0 | 5.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Ponte Vedra Beach, Fl | 19 | 0 | 1 | -1 | 5.3% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Bloomington, Mn | 19 | 9 | 1 | +8 | 5.3% | |||
| E•••• S••••••••• L•• BD affiliated | Saddle Brook, Nj | 19 | 4 | 1 | +3 | 5.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mobile, Al | 19 | 3 | 1 | +2 | 5.3% | |||
| B•••••• A•••• M••••••••• I••• independent RIA | Houston, Tx · principal | 19 | 4 | 1 | +3 | 5.3% | |||
| E••••• J•••• national BD | Bozeman, Mt | 19 | 3 | 1 | +2 | 5.3% | |||
| F•••• P•••••• F••••••••• I••• independent RIA | Vancouver, Wa · principal | 19 | 2 | 1 | +1 | 5.3% | |||
| L•• E••••••••• L•• BD affiliated | Omaha, Ne | 19 | 4 | 1 | +3 | 5.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Lexington, Ky | 19 | 2 | 1 | +1 | 5.3% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Florence, Ky | 19 | 0 | 1 | -1 | 5.3% | |||
| L••••• A•••••••• L•• independent RIA | Plymouth Meeting, Pa · principal | 19 | 3 | 1 | +2 | 5.3% | |||
| A•••••••• C•••••• M••••••••• L•• other | Los Angeles, Ca · principal | 19 | 4 | 1 | +3 | 5.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Byron Center, Mi | 19 | 3 | 1 | +2 | 5.3% | |||
| H•• I••••••••• P•••••••• L•• independent RIA | Glen Allen, Va | 19 | 0 | 1 | -1 | 5.3% | |||
| L•• F•••••••• L•• BD affiliated | Columbia, Mo | 19 | 0 | 1 | -1 | 5.3% | |||
| O•••• W•••••• I••• BD affiliated | Paramus, Nj | 19 | 0 | 1 | -1 | 5.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Wausau, Wi | 19 | 1 | 1 | 0 | 5.3% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Farmington Hills, Mi | 19 | 3 | 1 | +2 | 5.3% | |||
| S••••••• C•••••• M••••••••• L•• other | Charlotte, Nc · principal | 19 | 2 | 1 | +1 | 5.3% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Richmond, Va | 19 | 3 | 1 | +2 | 5.3% | |||
| U••••• C•••••• F•••••••• A••••••• independent RIA | Irving, Tx · principal | 19 | 14 | 1 | +13 | 5.3% | |||
| M••••• S•••••• wirehouse | Huntington, Wv | 19 | 2 | 1 | +1 | 5.3% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Cincinnati, Oh | 19 | 3 | 1 | +2 | 5.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Gilbert, Az | 19 | 5 | 1 | +4 | 5.3% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Roseville, Ca | 19 | 0 | 1 | -1 | 5.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | State College, Pa | 19 | 1 | 1 | 0 | 5.3% | |||
| W•••• F•••• A••••••• wirehouse | Canonsburg, Pa | 19 | 2 | 1 | +1 | 5.3% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Coral Gables, Fl | 19 | 2 | 1 | +1 | 5.3% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Leesburg, Va | 18 | 0 | 1 | -1 | 5.6% | |||
| S•••••••• A••••••• L•• national BD | Hudson, Nh | 18 | 2 | 1 | +1 | 5.6% | |||
| O•••• W•••••• I••• BD affiliated | Toledo, Oh | 18 | 1 | 1 | 0 | 5.6% | |||
| C••••••• institutional | Costa Mesa, Ca | 18 | 18 | 1 | +17 | 5.6% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Fort Worth, Tx | 18 | 3 | 1 | +2 | 5.6% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | New Castle, De | 18 | 2 | 1 | +1 | 5.6% | |||
| C•••••• S••••• • C••• I••• national BD | Novi, Mi | 18 | 2 | 1 | +1 | 5.6% | |||
| C•••••• W••••• A••••••• independent RIA | San Diego, Ca · principal | 18 | 4 | 1 | +3 | 5.6% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Boca Raton, Fl | 18 | 0 | 1 | -1 | 5.6% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Jersey City, Nj | 18 | 3 | 1 | +2 | 5.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Tuscaloosa, Al | 18 | 0 | 1 | -1 | 5.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lancaster, Pa | 18 | 0 | 1 | -1 | 5.6% | |||
| C•••••• S••••• • C••• I••• national BD | Carlsbad, Ca | 18 | 3 | 1 | +2 | 5.6% | |||
| S•••••••• A••••••• L•• national BD | Carrollton, Tx | 18 | 2 | 1 | +1 | 5.6% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Wauwatosa, Wi | 18 | 3 | 1 | +2 | 5.6% | |||
| 4• F•••••••• independent RIA | Atlanta, Ga | 18 | 7 | 1 | +6 | 5.6% | |||
| F••••••• independent RIA | New York, Ny · principal | 18 | 3 | 1 | +2 | 5.6% | |||
| S••••••• K••••• L•• asset manager | Boston, Ma · principal | 18 | 1 | 1 | 0 | 5.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Santa Clara, Ca | 18 | 4 | 1 | +3 | 5.6% |
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.