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 |
|---|---|---|---|---|---|---|---|---|---|
| BLUESTEM WEALTH PARTNERS, LLC independent RIA | Minnetonka, Mn · principal | 17 | 3 | 1 | +2 | 5.9% | |||
| SJS INVESTMENT SERVICES independent RIA | Sylvania, Oh · principal | 17 | 2 | 1 | +1 | 5.9% | |||
| SCHWAB WEALTH ADVISORY, INC. no RAUM | Richfield, Oh | 17 | 4 | 1 | +3 | 5.9% | |||
| E••••• F•••••••• N••••••• I••• independent RIA | Fort Washington, Pa · principal | 17 | 3 | 1 | +2 | 5.9% | |||
| G•••••••• C•••••• M••••••••• I••• independent RIA | Tulsa, Ok · principal | 17 | 1 | 1 | 0 | 5.9% | |||
| E••••••••• independent RIA | Austin, Tx | 17 | 10 | 1 | +9 | 5.9% | |||
| F••••••• F•••••••• S••••••••• L•• independent RIA | Towson, Md · principal | 17 | 3 | 1 | +2 | 5.9% | |||
| T•••• S••••••••• L•• independent RIA | Woodland Hills, Ca · principal | 17 | 1 | 1 | 0 | 5.9% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Reno, Nv | 17 | 1 | 1 | 0 | 5.9% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Radnor, Pa | 17 | 6 | 1 | +5 | 5.9% | |||
| C•••••• L•• independent RIA | Charlotte, Nc | 17 | 6 | 1 | +5 | 5.9% | |||
| M••••• S•••••• wirehouse | Utica, Ny | 17 | 1 | 1 | 0 | 5.9% | |||
| M••••• S•••••• wirehouse | Spokane, Wa | 17 | 1 | 1 | 0 | 5.9% | |||
| A•• W•••••• L•• independent RIA | Thomasville, Ga · principal | 17 | 2 | 1 | +1 | 5.9% | |||
| M•••••• P••••••••• P•••••••• L••• independent RIA | Wausau, Wi · principal | 17 | 4 | 1 | +3 | 5.9% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Greensboro, Nc | 17 | 1 | 1 | 0 | 5.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Greensburg, Pa | 17 | 1 | 1 | 0 | 5.9% | |||
| M••••• S•••••• wirehouse | Glens Falls, Ny | 17 | 0 | 1 | -1 | 5.9% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Woodbury, Mn | 17 | 2 | 1 | +1 | 5.9% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Henderson, Nv | 17 | 1 | 1 | 0 | 5.9% | |||
| R•• C•••••• M••••••• L•• national BD | Miami, Fl | 17 | 1 | 1 | 0 | 5.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chester, Nj | 17 | 0 | 1 | -1 | 5.9% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | The Woodlands, Tx | 17 | 0 | 1 | -1 | 5.9% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Naperville, Il | 17 | 2 | 1 | +1 | 5.9% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Jacksonville, Fl | 17 | 4 | 1 | +3 | 5.9% | |||
| E•••• S••••••••• L•• BD affiliated | Honolulu, Hi | 17 | 5 | 1 | +4 | 5.9% | |||
| E••••• J•••• national BD | Hillsboro, Or | 17 | 4 | 1 | +3 | 5.9% | |||
| C••••••••• F•••••••• N•••••• national BD | West Hartford, Ct | 17 | 2 | 1 | +1 | 5.9% | |||
| E••••• J•••• national BD | Des Moines, Ia | 17 | 3 | 1 | +2 | 5.9% | |||
| A••••••••• L•• independent RIA | San Francisco, Ca | 17 | 2 | 1 | +1 | 5.9% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | Exton, Pa | 17 | 3 | 1 | +2 | 5.9% | |||
| O••••••••• • C•• I••• BD affiliated | North Palm Beach, Fl | 17 | 0 | 1 | -1 | 5.9% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Gresham, Or | 17 | 17 | 1 | +16 | 5.9% | |||
| F•••• P••••••• W•••••• L•• independent RIA | New York, Ny | 17 | 1 | 1 | 0 | 5.9% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Charleston, Wv | 17 | 1 | 1 | 0 | 5.9% | |||
| S••••• F•••••••• independent RIA | Springfield, Il · principal | 17 | 2 | 1 | +1 | 5.9% | |||
| H•••••••• A•••••••• L•• BD affiliated | Mission Woods, Ks | 17 | 6 | 1 | +5 | 5.9% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Manasquan, Nj | 17 | 2 | 1 | +1 | 5.9% | |||
| B•••••• W••••• P•••••••• L•• independent RIA | Marion, Ma · principal | 17 | 3 | 1 | +2 | 5.9% | |||
| M•••••• BD affiliated | San Diego, Ca | 17 | 0 | 1 | -1 | 5.9% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Sarasota, Fl | 17 | 0 | 1 | -1 | 5.9% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Naples, Fl | 17 | 2 | 1 | +1 | 5.9% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Sacramento, Ca | 17 | 1 | 1 | 0 | 5.9% | |||
| J••• M••••• S••••••••• L•• wirehouse | Carmel, In | 17 | 3 | 1 | +2 | 5.9% | |||
| W•••• F•••• A••••••• wirehouse | Tempe, Az | 17 | 1 | 1 | 0 | 5.9% | |||
| W•••• F•••• A••••••• wirehouse | Temecula, Ca | 17 | 1 | 1 | 0 | 5.9% | |||
| L•• F•••••••• L•• BD affiliated | Gainesville, Fl | 17 | 3 | 1 | +2 | 5.9% | |||
| W•••• F•••• A••••••• wirehouse | Spring, Tx | 17 | 4 | 1 | +3 | 5.9% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Exton, Pa | 17 | 2 | 1 | +1 | 5.9% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Brooklyn Park, Mn | 17 | 1 | 1 | 0 | 5.9% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Auburn Hills, Mi | 17 | 3 | 1 | +2 | 5.9% | |||
| W•••• F•••• A••••••• wirehouse | Hagerstown, Md | 17 | 0 | 1 | -1 | 5.9% | |||
| H•••••• S••••••••• I••• BD affiliated | Sherman Oaks, Ca | 17 | 0 | 1 | -1 | 5.9% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Fairfield, Nj | 17 | 1 | 1 | 0 | 5.9% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Melville, Ny | 17 | 0 | 1 | -1 | 5.9% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lisle, Il | 17 | 3 | 1 | +2 | 5.9% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Washington, Dc | 16 | 1 | 1 | 0 | 6.3% | |||
| D•••••• W••••• P•••••••• L•• independent RIA | Tavares, Fl · principal | 16 | 3 | 1 | +2 | 6.3% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Austin, Tx | 16 | 1 | 1 | 0 | 6.3% | 1 | ||
| M••••• S•••••• wirehouse | Olympia, Wa | 16 | 0 | 1 | -1 | 6.3% |
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.