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 |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD JONES national BD | Longview, Wa | 14 | 2 | 1 | +1 | 7.1% | |||
| EDWARD JONES national BD | Long Beach, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| SANTANDER SECURITIES BD affiliated | Miami, Fl | 14 | 3 | 1 | +2 | 7.1% | |||
| E••••• J•••• national BD | Granbury, Tx | 14 | 2 | 1 | +1 | 7.1% | |||
| S•••••••• A••••••• L•• national BD | Marietta, Ga | 14 | 2 | 1 | +1 | 7.1% | |||
| S••• BD affiliated | Tysons Corner, Va | 14 | 0 | 1 | -1 | 7.1% | |||
| F••••• C•••••• M••••••••• L•• independent RIA | Bellevue, Wa · principal | 14 | 2 | 1 | +1 | 7.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Fort Lauderdale, Fl | 14 | 2 | 1 | +1 | 7.1% | |||
| L•• E••••••••• L•• BD affiliated | Lake Oswego, Or | 14 | 6 | 1 | +5 | 7.1% | |||
| E••••• J•••• national BD | Aiken, Sc | 14 | 1 | 1 | 0 | 7.1% | |||
| E••••• J•••• national BD | Woodstock, Ga | 14 | 2 | 1 | +1 | 7.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Oakland, Ca | 14 | 4 | 1 | +3 | 7.1% | |||
| O••••••••• • C•• I••• BD affiliated | Melville, Ny | 14 | 0 | 1 | -1 | 7.1% | |||
| O•••• W•••••• I••• BD affiliated | Reston, Va | 14 | 2 | 1 | +1 | 7.1% | |||
| W•••• F•••• A••••••• wirehouse | Saint Louis, Mo | 14 | 6 | 1 | +5 | 7.1% | |||
| H••• S••••••••• •••• I••• BD affiliated | Fremont, Ca | 14 | 1 | 1 | 0 | 7.1% | |||
| N• A••••••• state registered | Milpitas, Ca · principal | 14 | 4 | 1 | +3 | 7.1% | |||
| O•••• W•••••• I••• BD affiliated | Fresno, Ca | 14 | 0 | 1 | -1 | 7.1% | |||
| M••••• R••••••••• P••••••• independent RIA | Grimes, Ia · principal | 14 | 1 | 1 | 0 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Georgetown, Tx | 14 | 0 | 1 | -1 | 7.1% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Kalamazoo, Mi | 14 | 1 | 1 | 0 | 7.1% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Phoenix, Az | 14 | 3 | 1 | +2 | 7.1% | |||
| M•••••• BD affiliated | Houston, Tx | 14 | 1 | 1 | 0 | 7.1% | |||
| S••••• O• A•••••• M••••••••• C••• asset manager | Syosset, Ny · principal | 14 | 0 | 1 | -1 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Morgantown, Wv | 14 | 5 | 1 | +4 | 7.1% | |||
| L•• F•••••••• L•• BD affiliated | Mandeville, La | 14 | 1 | 1 | 0 | 7.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Albuquerque, Nm | 14 | 0 | 1 | -1 | 7.1% | |||
| F•••••••• P••••••••• independent RIA | Minneapolis, Mn · principal | 14 | 3 | 1 | +2 | 7.1% | |||
| G••••••••• W••••• A••••••• independent RIA | Richardson, Tx · principal | 14 | 4 | 1 | +3 | 7.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Portage, Mi | 14 | 1 | 1 | 0 | 7.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Memphis, Tn | 14 | 3 | 1 | +2 | 7.1% | |||
| S••••••• S••••• independent RIA | West Des Moines, Ia · principal | 14 | 3 | 1 | +2 | 7.1% | |||
| W•••• F•••• A••••••• wirehouse | Boynton Beach, Fl | 14 | 2 | 1 | +1 | 7.1% | |||
| B••• W••••• S••••••••• L•• independent RIA | Honolulu, Hi | 13 | 3 | 1 | +2 | 7.7% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Farmington Hills, Mi | 13 | 2 | 1 | +1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Yakima, Wa | 13 | 0 | 1 | -1 | 7.7% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Chesterfield, Mo | 13 | 3 | 1 | +2 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Hamburg, Ny | 13 | 0 | 1 | -1 | 7.7% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Miamisburg, Oh | 13 | 0 | 1 | -1 | 7.7% | |||
| O•••• W•••••• I••• BD affiliated | Greensboro, Nc | 13 | 1 | 1 | 0 | 7.7% | |||
| 7•• C••••••• L•• independent RIA | Lansing, Mi | 13 | 13 | 1 | +12 | 7.7% | |||
| A••• C•••••• M••••••••• L•• independent RIA | Salt Lake City, Ut · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| E•••• S••••••••• L•• BD affiliated | Chicago, Il | 13 | 1 | 1 | 0 | 7.7% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Reston, Va | 13 | 0 | 1 | -1 | 7.7% | |||
| S••••••• P••••••• W••••• M••••••••• • F••••• O••••• independent RIA | San Diego, Ca · principal | 13 | 5 | 1 | +4 | 7.7% | |||
| C••••••••• F•••••••• N•••••• national BD | Cary, Nc | 13 | 3 | 1 | +2 | 7.7% | |||
| A•••••••• F••••• O•••••• L•• independent RIA | Marina Del Rey, Ca · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Elk Grove, Ca | 13 | 4 | 1 | +3 | 7.7% | |||
| Z••••••••• C•••••• I••••••••• L•• other | Edmonds, Wa · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| B•••••••• I••••••••• M••••••••• L•• asset manager | Miami, Fl | 13 | 0 | 1 | -1 | 7.7% | |||
| C•••••• S••••• • C••• I••• national BD | Frisco, Tx | 13 | 0 | 1 | -1 | 7.7% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | Brooklyn, Ny | 13 | 6 | 1 | +5 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Culver City, Ca | 13 | 0 | 1 | -1 | 7.7% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Thousand Oaks, Ca | 13 | 2 | 1 | +1 | 7.7% | |||
| P••••••• C•••••• S•••••••• I••• independent RIA | Hauppauge, Ny · principal | 13 | 1 | 1 | 0 | 7.7% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lewisville, Tx | 13 | 2 | 1 | +1 | 7.7% | 1 | ||
| W•••• F•••• A••••••• wirehouse | New City, Ny | 13 | 3 | 1 | +2 | 7.7% | |||
| T•••• B••• C•••••• L•• mixed wealth | Dallas, Tx · principal | 13 | 2 | 1 | +1 | 7.7% | |||
| L•• F•••••••• L•• BD affiliated | Clarksville, Md | 13 | 1 | 1 | 0 | 7.7% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Cincinnati, Oh | 13 | 2 | 1 | +1 | 7.7% |
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.