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 | Lakeland, Fl | 18 | 1 | 1 | 0 | 5.6% | |||
| PRIMERICA ADVISORS national BD | Miami, Fl | 18 | 3 | 1 | +2 | 5.6% | |||
| YHB INVESTMENT ADVISORS INC independent RIA | West Hartford, Ct · principal | 18 | 1 | 1 | 0 | 5.6% | |||
| N••••• C•••••• M••••••••• independent RIA | Charlotte, Nc · principal | 18 | 3 | 1 | +2 | 5.6% | |||
| M••••• S•••••• wirehouse | Hyannis, Ma | 18 | 2 | 1 | +1 | 5.6% | 1 | ||
| S•••••••• A••••••• L•• national BD | Hudson, Nh | 18 | 2 | 1 | +1 | 5.6% | |||
| P•••••• A•••••• G••••• L•• BD affiliated | Reston, Va | 18 | 3 | 1 | +2 | 5.6% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | New Castle, De | 18 | 2 | 1 | +1 | 5.6% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Aurora, Co | 18 | 12 | 1 | +11 | 5.6% | |||
| L•• F•••••••• L•• BD affiliated | Encino, Ca | 18 | 2 | 1 | +1 | 5.6% | |||
| C•••••• C••••• G••••• I••• no RAUM | Chicago, Il | 18 | 2 | 1 | +1 | 5.6% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Boston, Ma | 18 | 6 | 1 | +5 | 5.6% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Fort Worth, Tx | 18 | 3 | 1 | +2 | 5.6% | |||
| W•••• F•••• A••••••• wirehouse | Napa, Ca | 18 | 4 | 1 | +3 | 5.6% | |||
| E••••• P•••••• W•••••• L•• independent RIA | Los Angeles, Ca · principal | 18 | 10 | 1 | +9 | 5.6% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Vancouver, Wa | 18 | 0 | 1 | -1 | 5.6% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Newton Lower Falls, Ma | 18 | 1 | 1 | 0 | 5.6% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Springfield, Il | 18 | 0 | 1 | -1 | 5.6% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | San Francisco, Ca | 18 | 1 | 1 | 0 | 5.6% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Edmond, Ok | 18 | 2 | 1 | +1 | 5.6% | |||
| C•••••• W••••• A••••••• independent RIA | San Diego, Ca · principal | 18 | 4 | 1 | +3 | 5.6% | |||
| C•••••• S••••• • C••• I••• national BD | Novi, Mi | 18 | 2 | 1 | +1 | 5.6% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Wauwatosa, Wi | 18 | 3 | 1 | +2 | 5.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Tuscaloosa, Al | 18 | 0 | 1 | -1 | 5.6% | |||
| H•••••••• A•••••••• L•• BD affiliated | Huntsville, Al | 18 | 8 | 1 | +7 | 5.6% | |||
| O•••• W•••••• I••• BD affiliated | Walnut Creek, Ca | 18 | 2 | 1 | +1 | 5.6% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Denver, Co | 18 | 18 | 1 | +17 | 5.6% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Jersey City, Nj | 18 | 3 | 1 | +2 | 5.6% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Santa Clara, Ca | 18 | 4 | 1 | +3 | 5.6% | |||
| O•••• W•••••• I••• BD affiliated | Lake Oswego, Or | 18 | 0 | 1 | -1 | 5.6% | |||
| E••••• J•••• national BD | Bend, Or | 18 | 3 | 1 | +2 | 5.6% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Boca Raton, Fl | 18 | 0 | 1 | -1 | 5.6% | |||
| C•••••• S••••• • C••• I••• national BD | Carlsbad, Ca | 18 | 3 | 1 | +2 | 5.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Leesburg, Va | 18 | 0 | 1 | -1 | 5.6% | |||
| C••••• D•••• A•••• M••••••••• independent RIA | Baltimore, Md · principal | 18 | 0 | 1 | -1 | 5.6% | |||
| E••••• J•••• national BD | Columbus, Oh | 18 | 0 | 1 | -1 | 5.6% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Irwin, Pa | 18 | 5 | 1 | +4 | 5.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lancaster, Pa | 18 | 0 | 1 | -1 | 5.6% | |||
| 4• F•••••••• independent RIA | Atlanta, Ga | 18 | 7 | 1 | +6 | 5.6% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Los Angeles, Ca | 18 | 5 | 1 | +4 | 5.6% | |||
| C•••••• M•••••• I•• L•• independent RIA | Arlington, Tx | 18 | 2 | 1 | +1 | 5.6% | |||
| C••• P•••••• W••••• A•••••••• I••• BD affiliated | Boston, Ma | 18 | 1 | 1 | 0 | 5.6% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Raleigh, Nc | 18 | 2 | 1 | +1 | 5.6% | |||
| W•••• F•••• A••••••• wirehouse | East Lansing, Mi | 18 | 0 | 1 | -1 | 5.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Ocala, Fl | 18 | 0 | 1 | -1 | 5.6% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Folsom, Ca | 18 | 5 | 1 | +4 | 5.6% | |||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Wilmington, De | 18 | 14 | 1 | +13 | 5.6% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chester, Nj | 17 | 0 | 1 | -1 | 5.9% | |||
| F•••• P••••••• W•••••• L•• independent RIA | New York, Ny | 17 | 1 | 1 | 0 | 5.9% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Jacksonville, Fl | 17 | 4 | 1 | +3 | 5.9% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lisle, Il | 17 | 3 | 1 | +2 | 5.9% | |||
| D•••• W••••• A••••••• independent RIA | Lehi, Ut · principal | 17 | 3 | 1 | +2 | 5.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bonita Springs, Fl | 17 | 2 | 1 | +1 | 5.9% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Sacramento, Ca | 17 | 1 | 1 | 0 | 5.9% | |||
| C••••••• S••• I••••••••• C••••••••• independent RIA | Pasadena, Ca · principal | 17 | 3 | 1 | +2 | 5.9% | |||
| F•••••• L•• no RAUM | Brookfield, Wi · principal | 17 | 3 | 1 | +2 | 5.9% | |||
| R•• C•••••• M••••••• L•• national BD | Miami, Fl | 17 | 1 | 1 | 0 | 5.9% | |||
| J••• M••••• S••••••••• L•• wirehouse | Carmel, In | 17 | 3 | 1 | +2 | 5.9% | |||
| P•• W••••• M••••••••• BD affiliated | Carmel, In | 17 | 2 | 1 | +1 | 5.9% | 1 | ||
| T• P•••••• C••••• W••••• L•• BD affiliated | Wellesley, Ma | 17 | 6 | 1 | +5 | 5.9% |
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.