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 | Southfield, Mi | 12 | 1 | 1 | 0 | 8.3% | |||
| EDWARD JONES national BD | Valdosta, Ga | 12 | 1 | 1 | 0 | 8.3% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Manassas, Va | 12 | 1 | 1 | 0 | 8.3% | |||
| E•••• S••••••••• L•• BD affiliated | Fresno, Ca | 12 | 2 | 1 | +1 | 8.3% | |||
| P•••••••• A••••••• national BD | Mahwah, Nj | 12 | 2 | 1 | +1 | 8.3% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Norfolk, Va | 12 | 1 | 1 | 0 | 8.3% | 1 | ||
| E••••• J•••• national BD | Lexington, Sc | 12 | 0 | 1 | -1 | 8.3% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Montgomery, Al | 12 | 0 | 1 | -1 | 8.3% | |||
| S•• F••••••••• L•• independent RIA | Buffalo Grove, Il · principal | 12 | 2 | 1 | +1 | 8.3% | |||
| H•• I••••••••• A••••••• I•• independent RIA | New Canaan, Ct · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Charlottesville, Va | 12 | 1 | 1 | 0 | 8.3% | |||
| T•• F•••••••• M••••••••• I•• independent RIA | Boston, Ma · principal | 12 | 3 | 1 | +2 | 8.3% | |||
| C••••• F•••••••• A•••••••• I••• independent RIA | Edina, Mn · principal | 12 | 1 | 1 | 0 | 8.3% | |||
| B••••••• W••••• M••••••••• independent RIA | Altoona, Wi · principal | 12 | 7 | 1 | +6 | 8.3% | |||
| C••••••• institutional | Lake Success, Ny | 12 | 1 | 1 | 0 | 8.3% | |||
| W•••• F•••• A••••••• wirehouse | Canfield, Oh | 12 | 1 | 1 | 0 | 8.3% | |||
| E•••••••• A•••••••• L•• national BD | Tucson, Az | 12 | 1 | 1 | 0 | 8.3% | |||
| M••••••••• C••••••• L•• independent RIA | Newport Beach, Ca · principal | 11 | 6 | 1 | +5 | 9.1% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Addison, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| E•••• S••••••••• L•• BD affiliated | Spokane, Wa | 11 | 3 | 1 | +2 | 9.1% | |||
| E••••• J•••• national BD | Conway, Ar | 11 | 1 | 1 | 0 | 9.1% | |||
| E•••••• F•••••••• G•••• independent RIA | Minneapolis, Mn · principal | 11 | 1 | 1 | 0 | 9.1% | |||
| S••••• F•••••••• independent RIA | Orange, Ca · principal | 11 | 7 | 1 | +6 | 9.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | West Palm Beach, Fl | 11 | 1 | 1 | 0 | 9.1% | 1 | ||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Dallas, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| I•••••••• A•••••••• L•• BD affiliated | Farmington, Ct | 11 | 1 | 1 | 0 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Panama City, Fl | 11 | 4 | 1 | +3 | 9.1% | |||
| E••••• J•••• national BD | Covington, Ga | 11 | 1 | 1 | 0 | 9.1% | |||
| E••••• J•••• national BD | Schaumburg, Il | 11 | 1 | 1 | 0 | 9.1% | |||
| E••••• J•••• national BD | Cullman, Al | 11 | 2 | 1 | +1 | 9.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Schaumburg, Il | 11 | 1 | 1 | 0 | 9.1% | 1 | ||
| S•••••• C•••••• P••••••• independent RIA | Omaha, Ne · principal | 11 | 6 | 1 | +5 | 9.1% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Grand Rapids, Mi | 11 | 3 | 1 | +2 | 9.1% | |||
| S•• C•••••• M••••••••• L•• independent RIA | Portsmouth, Nh | 11 | 2 | 1 | +1 | 9.1% | |||
| J•••••• W••••• I••• mixed wealth | Madison, Wi | 11 | 2 | 1 | +1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Punta Gorda, Fl | 11 | 2 | 1 | +1 | 9.1% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | La Crosse, Wi | 11 | 0 | 1 | -1 | 9.1% | |||
| T•••• C•••••• B••• P•••••• W••••• A••••••• independent RIA | Houston, Tx | 11 | 2 | 1 | +1 | 9.1% | |||
| A••••• W••••• M••••••••• L•• independent RIA | Las Vegas, Nv · principal | 11 | 5 | 1 | +4 | 9.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lexington, Sc | 11 | 2 | 1 | +1 | 9.1% | |||
| R••••••••• A••••••• independent RIA | Wilmington, De · principal | 11 | 2 | 1 | +1 | 9.1% | |||
| A••••••••• F•••••• • M••••• I••• independent RIA | Washington, Dc · principal | 11 | 2 | 1 | +1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Clemmons, Nc | 11 | 3 | 1 | +2 | 9.1% | |||
| L•• E••••••••• L•• BD affiliated | Sussex, Wi | 11 | 0 | 1 | -1 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | South Bend, In | 11 | 0 | 1 | -1 | 9.1% | |||
| M••••••••• A•••••••• L••• mixed wealth | New York, Ny · principal | 11 | 2 | 1 | +1 | 9.1% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Renton, Wa | 11 | 3 | 1 | +2 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Salt Lake City, Ut | 11 | 1 | 1 | 0 | 9.1% | |||
| C•••••• S••••• • C••• I••• national BD | Spokane, Wa | 11 | 2 | 1 | +1 | 9.1% | |||
| E••••• J•••• national BD | Keene, Nh | 11 | 2 | 1 | +1 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Topeka, Ks | 11 | 1 | 1 | 0 | 9.1% | |||
| C•••••• S••••• • C••• I••• national BD | Scarsdale, Ny | 11 | 1 | 1 | 0 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Burlington, Vt | 11 | 2 | 1 | +1 | 9.1% | |||
| H•••••• W••••• A•••••••• L•• independent RIA | Chapel Hill, Nc · principal | 11 | 4 | 1 | +3 | 9.1% | |||
| N••••••• T•••• S••••••••• I•• BD affiliated | Tempe, Az | 11 | 1 | 1 | 0 | 9.1% | |||
| S•••••••• W••••• M••••••••• L•• independent RIA | Buffalo, Ny · principal | 11 | 1 | 1 | 0 | 9.1% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Denver, Co | 11 | 3 | 1 | +2 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Suwanee, Ga | 11 | 2 | 1 | +1 | 9.1% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Lexington, Ky | 11 | 1 | 1 | 0 | 9.1% | |||
| B••••••• • C•• W••••• M••••••••• L•• independent RIA | Cincinatti, Oh | 11 | 0 | 1 | -1 | 9.1% |
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.