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 |
|---|---|---|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC BD affiliated | Farmington, Ct | 16 | 3 | 1 | +2 | 6.3% | |||
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. BD affiliated | Austin, Tx | 16 | 1 | 1 | 0 | 6.3% | 1 | ||
| MORGAN STANLEY wirehouse | Olympia, Wa | 16 | 0 | 1 | -1 | 6.3% | |||
| F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Wilmington, Nc | 16 | 3 | 1 | +2 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Midlothian, Va | 16 | 1 | 1 | 0 | 6.3% | |||
| I••••••••• A••••••• N•••••• L•• independent RIA | Columbia, Sc | 16 | 5 | 1 | +4 | 6.3% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Delray Beach, Fl | 16 | 0 | 1 | -1 | 6.3% | |||
| O••••••••• S••••••••• I••• BD affiliated | Waltham, Ma | 16 | 5 | 1 | +4 | 6.3% | |||
| T•••••••• F•••••••• G•••• independent RIA | Oradell, Nj · principal | 16 | 4 | 1 | +3 | 6.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Woodland Hills, Ca | 16 | 2 | 1 | +1 | 6.3% | |||
| W•••••• W••••• M••••••••• L•• independent RIA | Greenwood Village, Co | 16 | 2 | 1 | +1 | 6.3% | |||
| H•••••• T••••••• • K•••• L•• independent RIA | Edison, Nj | 16 | 2 | 1 | +1 | 6.3% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Frisco, Tx | 16 | 1 | 1 | 0 | 6.3% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Las Vegas, Nv | 16 | 6 | 1 | +5 | 6.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Tuscaloosa, Al | 16 | 3 | 1 | +2 | 6.3% | |||
| C•••••• A••••••• BD affiliated | Jenkintown, Pa | 16 | 0 | 1 | -1 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Vacaville, Ca | 16 | 2 | 1 | +1 | 6.3% | |||
| E••••• J•••• national BD | Jeffersonville, In | 16 | 3 | 1 | +2 | 6.3% | |||
| C••••••••• F•••••••• N•••••• national BD | Jupiter, Fl | 16 | 2 | 1 | +1 | 6.3% | |||
| P••••••• W••••• A••••••• independent RIA | Clackamas, Or · principal | 16 | 9 | 1 | +8 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Indian Land, Sc | 16 | 4 | 1 | +3 | 6.3% | |||
| S••••• W••••• A•••••••• I••• no RAUM | Radnor, Pa | 16 | 7 | 1 | +6 | 6.3% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Baltimore, Md | 16 | 1 | 1 | 0 | 6.3% | |||
| F••••••• F•••••••• A••••••• independent RIA | Sewickley, Pa · principal | 16 | 1 | 1 | 0 | 6.3% | |||
| D••••••• P•••••••• M••••••••• I••• independent RIA | Tampa, Fl · principal | 16 | 2 | 1 | +1 | 6.3% | |||
| I••••••••• D••••• A•••••••• L•• independent RIA | Carlsbad, Ca · principal | 16 | 6 | 1 | +5 | 6.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Columbia, Tn | 16 | 0 | 1 | -1 | 6.3% | |||
| C•••••••• A••••••• C••• independent RIA | Altamonte Springs, Fl · principal | 16 | 0 | 1 | -1 | 6.3% | |||
| V•••• P••••••• L•• independent RIA | Charlotte, Nc · principal | 16 | 3 | 1 | +2 | 6.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Burnsville, Mn | 16 | 2 | 1 | +1 | 6.3% | |||
| S•••••• F•••••••• G••••• L••••• independent RIA | Mayfield Heights, Oh | 16 | 3 | 1 | +2 | 6.3% | |||
| K••••••• C•••••• M••••••••• L•• independent RIA | Wayne, Pa · principal | 16 | 1 | 1 | 0 | 6.3% | |||
| M••••• S•••••• wirehouse | York, Pa | 16 | 0 | 1 | -1 | 6.3% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Alpharetta, Ga | 16 | 3 | 1 | +2 | 6.3% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Weston, Fl | 16 | 2 | 1 | +1 | 6.3% | 1 | ||
| R••••••••• C•••••• M••••••••• BD affiliated | Dallas, Tx | 16 | 1 | 1 | 0 | 6.3% | |||
| O•••• W•••••• I••• BD affiliated | Alpharetta, Ga | 16 | 1 | 1 | 0 | 6.3% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Charlotte, Nc | 16 | 11 | 1 | +10 | 6.3% | |||
| E•••••••• A•••••••• L•• national BD | Portsmouth, Nh | 16 | 2 | 1 | +1 | 6.3% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Green Bay, Wi | 16 | 0 | 1 | -1 | 6.3% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | West Bend, Wi | 16 | 2 | 1 | +1 | 6.3% | |||
| P••••••• H••••••• W••••• A•••••••• I••• independent RIA | Kennewick, Wa · principal | 16 | 0 | 1 | -1 | 6.3% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Washington, Dc | 16 | 1 | 1 | 0 | 6.3% | |||
| E••••• J•••• national BD | Rock Hill, Sc | 16 | 3 | 1 | +2 | 6.3% | |||
| E••••• J•••• national BD | Roanoke, Va | 16 | 1 | 1 | 0 | 6.3% | |||
| E••••• J•••• national BD | Punta Gorda, Fl | 16 | 1 | 1 | 0 | 6.3% | |||
| G•••• V••••• A•••••• G••••• L•• independent RIA | Woodbury, Mn | 16 | 3 | 1 | +2 | 6.3% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Los Gatos, Ca | 16 | 5 | 1 | +4 | 6.3% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Fort Wayne, In | 16 | 2 | 1 | +1 | 6.3% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Atlanta, Ga | 16 | 4 | 1 | +3 | 6.3% | |||
| E••••• J•••• national BD | Lake St Louis, Mo | 16 | 0 | 1 | -1 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Casper, Wy | 16 | 1 | 1 | 0 | 6.3% | |||
| E••••• J•••• national BD | Golden, Co | 16 | 1 | 1 | 0 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Braintree, Ma | 16 | 0 | 1 | -1 | 6.3% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Omaha, Ne | 16 | 1 | 1 | 0 | 6.3% | |||
| L•• F•••••••• L•• BD affiliated | Arvada, Co | 16 | 3 | 1 | +2 | 6.3% | |||
| C•••••• S••••• • C••• I••• national BD | Mt Kisco, Ny | 16 | 5 | 1 | +4 | 6.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Youngstown, Oh | 16 | 4 | 1 | +3 | 6.3% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Glendale, Ca | 16 | 0 | 1 | -1 | 6.3% | |||
| O•••• W•••••• I••• BD affiliated | Tustin, Ca | 16 | 2 | 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.