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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Columbia, Tn | 16 | 0 | 1 | -1 | 6.3% | |||
| TRUVESTMENTS CAPITAL LLC independent RIA | Sarasota, Fl · principal | 16 | 2 | 1 | +1 | 6.3% | |||
| OSAIC WEALTH, INC. BD affiliated | Tustin, Ca | 16 | 2 | 1 | +1 | 6.3% | |||
| P•••••••• A••••••• national BD | York, Pa | 16 | 6 | 1 | +5 | 6.3% | |||
| M•••••• BD affiliated | Tigard, Or | 16 | 3 | 1 | +2 | 6.3% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Alpharetta, Ga | 16 | 3 | 1 | +2 | 6.3% | |||
| W•••• I••••••••• A•••••••• L•• other | Westborough, Ma | 16 | 1 | 1 | 0 | 6.3% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Dallas, Tx | 16 | 1 | 1 | 0 | 6.3% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Burnsville, Mn | 16 | 2 | 1 | +1 | 6.3% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | West Bend, Wi | 16 | 2 | 1 | +1 | 6.3% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Weston, Fl | 16 | 2 | 1 | +1 | 6.3% | 1 | ||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Washington, Dc | 16 | 1 | 1 | 0 | 6.3% | |||
| W•••• F•••• A••••••• wirehouse | Rockford, Il | 16 | 2 | 1 | +1 | 6.3% | |||
| W•••• F•••• A••••••• wirehouse | Burlington, Vt | 16 | 2 | 1 | +1 | 6.3% | |||
| W•••• F•••• A••••••• wirehouse | New Haven, Ct | 16 | 1 | 1 | 0 | 6.3% | |||
| W•••• F•••• A••••••• wirehouse | Laguna Niguel, Ca | 16 | 1 | 1 | 0 | 6.3% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Los Gatos, Ca | 16 | 5 | 1 | +4 | 6.3% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | West Des Moines, Ia | 16 | 0 | 1 | -1 | 6.3% | |||
| W•••• F•••• A••••••• wirehouse | Fort Collins, Co | 16 | 0 | 1 | -1 | 6.3% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Atlanta, Ga | 16 | 4 | 1 | +3 | 6.3% | |||
| P•••••••• A••••••• national BD | Auburn, Wa | 16 | 0 | 1 | -1 | 6.3% | |||
| E••••• J•••• national BD | Jeffersonville, In | 16 | 3 | 1 | +2 | 6.3% | |||
| A••••••••• L••• other | Washington, Dc | 15 | 1 | 1 | 0 | 6.7% | |||
| N••••••• W••••• M••••••••• G••••• L•• independent RIA | Cincinnati, Oh · principal | 15 | 1 | 1 | 0 | 6.7% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | San Ramon, Ca | 15 | 1 | 1 | 0 | 6.7% | |||
| K••••• A•••••••• I••• BD affiliated | Fort Lauderdale, Fl | 15 | 3 | 1 | +2 | 6.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Charleston, Sc | 15 | 1 | 1 | 0 | 6.7% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Tempe, Az | 15 | 1 | 1 | 0 | 6.7% | |||
| H••••• F•••••••• S•••••••• L••• independent RIA | Dallas, Tx · principal | 15 | 2 | 1 | +1 | 6.7% | |||
| C••••••••• A••••••• independent RIA | Sarasota, Fl · principal | 15 | 1 | 1 | 0 | 6.7% | |||
| G•• S••••••••• I••• BD affiliated | Hauppauge, Ny | 15 | 1 | 1 | 0 | 6.7% | |||
| C•••••• S••••• • C••• I••• national BD | Naperville, Il | 15 | 2 | 1 | +1 | 6.7% | |||
| L•• independent RIA | San Francisco, Ca | 15 | 2 | 1 | +1 | 6.7% | |||
| D•••••• W••••• M••••••••• L•• asset manager | St Petersburg, Fl | 15 | 5 | 1 | +4 | 6.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Warrenville, Il | 15 | 2 | 1 | +1 | 6.7% | |||
| S•••••••• F•••••••• G••••• L•• independent RIA | Goodlettsville, Tn · principal | 15 | 4 | 1 | +3 | 6.7% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | San Diego, Ca | 15 | 4 | 1 | +3 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Spokane Valley, Wa | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | West Seneca, Ny | 15 | 3 | 1 | +2 | 6.7% | |||
| W•••• F•••• A••••••• wirehouse | Mooresville, Nc | 15 | 4 | 1 | +3 | 6.7% | |||
| R•• C•••••• M••••••• L•• national BD | Maple Grove, Mn | 15 | 0 | 1 | -1 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Grand Forks, Nd | 15 | 2 | 1 | +1 | 6.7% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Marlton, Nj | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• E••••••••• L•• BD affiliated | Louisville, Ky | 15 | 3 | 1 | +2 | 6.7% | |||
| L•• E••••••••• L•• BD affiliated | Grand Rapids, Mi | 15 | 7 | 1 | +6 | 6.7% | |||
| T••••• F•••••••• P•••••••• L•• independent RIA | Overland Park, Ks · principal | 15 | 2 | 1 | +1 | 6.7% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Bedminster, Nj | 15 | 1 | 1 | 0 | 6.7% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Raleigh, Nc | 15 | 5 | 1 | +4 | 6.7% | |||
| L••• F•••••••• independent RIA | Omaha, Ne · principal | 15 | 2 | 1 | +1 | 6.7% | |||
| C•••••• S••••• • C••• I••• national BD | Glen Allen, Va | 15 | 2 | 1 | +1 | 6.7% | |||
| I•••••••• A••••••• S•••••••• independent RIA | Urbandale, Ia | 15 | 3 | 1 | +2 | 6.7% | |||
| M••••• S•••••• wirehouse | Hilton Head Island, Sc | 15 | 0 | 1 | -1 | 6.7% | |||
| P••••• M•••• F•••••••• A••••••• independent RIA | Chicago, Il | 15 | 1 | 1 | 0 | 6.7% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Chesapeake, Va | 15 | 2 | 1 | +1 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Palatine, Il | 15 | 1 | 1 | 0 | 6.7% | |||
| L•• F•••••••• L•• BD affiliated | Oxnard, Ca | 15 | 2 | 1 | +1 | 6.7% | |||
| E••••• J•••• national BD | Cape Coral, Fl | 15 | 2 | 1 | +1 | 6.7% | |||
| L••• independent RIA | Boca Raton, Fl | 15 | 1 | 1 | 0 | 6.7% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Austin, Tx | 15 | 3 | 1 | +2 | 6.7% | |||
| A••••••••• W••••• C••••••••• L•• independent RIA | Wichita, Ks · principal | 15 | 3 | 1 | +2 | 6.7% |
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.