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 | Noblesville, In | 11 | 2 | 1 | +1 | 9.1% | |||
| NEUBERGER BERMAN BD LLC no RAUM | San Francisco, Ca | 11 | 2 | 1 | +1 | 9.1% | |||
| LPL FINANCIAL LLC BD affiliated | Clovis, Ca | 11 | 0 | 1 | -1 | 9.1% | |||
| M••••• G••••• A••••••• I••• independent RIA | Schaumburg, Il | 11 | 3 | 1 | +2 | 9.1% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Fairfield, Ct | 11 | 1 | 1 | 0 | 9.1% | |||
| O•••• W•••••• I••• BD affiliated | Auburn Hills, Mi | 11 | 0 | 1 | -1 | 9.1% | |||
| A••••••••• I••••••••• S•••••••• I••• independent RIA | Green Bay, Wi · principal | 11 | 4 | 1 | +3 | 9.1% | |||
| H••• S••••••••• •••• I••• BD affiliated | Arcadia, Ca | 11 | 1 | 1 | 0 | 9.1% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Miami Beach, Fl | 11 | 0 | 1 | -1 | 9.1% | 1 | ||
| S•••• M•••• G••••• L•• independent RIA | Eastland, Tx · principal | 11 | 3 | 1 | +2 | 9.1% | |||
| C•••••• S••••• • C••• I••• national BD | Upland, Ca | 11 | 2 | 1 | +1 | 9.1% | |||
| I•••••• A••••••• L•• independent RIA | Oakmont, Pa · principal | 11 | 0 | 1 | -1 | 9.1% | |||
| C••••••••• W••••• P•••••••• L•• independent RIA | Okemos, Mi · principal | 11 | 5 | 1 | +4 | 9.1% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Chandler, Az | 11 | 1 | 1 | 0 | 9.1% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Little Rock, Ar | 11 | 3 | 1 | +2 | 9.1% | |||
| B••••••• F• E•••••• • C••••••• I••••••••• BD affiliated | Morristown, Nj | 11 | 1 | 1 | 0 | 9.1% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Columbia, Sc | 11 | 0 | 1 | -1 | 9.1% | |||
| A••••••• A••••• L•• independent RIA | Perrysburg, Oh | 11 | 4 | 1 | +3 | 9.1% | |||
| B••••••• F• E•••••• • C••••••• I••••••••• BD affiliated | Ofallon, Il | 11 | 0 | 1 | -1 | 9.1% | |||
| E••••• J•••• national BD | Parker, Co | 11 | 1 | 1 | 0 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Toms River, Nj | 11 | 1 | 1 | 0 | 9.1% | |||
| G• W••••• M••••••••• R••• L•• independent RIA | San Francisco, Ca | 11 | 3 | 1 | +2 | 9.1% | |||
| T••••••• S••••••• A••••••• BD affiliated | Bloomfield Hills, Mi | 11 | 6 | 1 | +5 | 9.1% | |||
| C•••••• independent RIA | San Antonio, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| T••••••••• W•••••• L•• independent RIA | Chevy Chase, Md · principal | 11 | 3 | 1 | +2 | 9.1% | |||
| R•••••• A••••••• independent RIA | Redding, Ca · principal | 11 | 3 | 1 | +2 | 9.1% | |||
| E••••• J•••• national BD | Roseburg, Or | 11 | 0 | 1 | -1 | 9.1% | |||
| C••• L•• BD affiliated | Cincinnati, Oh | 11 | 11 | 1 | +10 | 9.1% | |||
| F•••••• F•••••••• A•••••••• L•• independent RIA | Columbus, Oh · principal | 11 | 0 | 1 | -1 | 9.1% | |||
| C•••••• S••••• • C••• I••• national BD | Germantown, Tn | 11 | 0 | 1 | -1 | 9.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Vero Beach, Fl | 11 | 2 | 1 | +1 | 9.1% | |||
| E••••• J•••• national BD | St Joseph, Mo | 11 | 0 | 1 | -1 | 9.1% | |||
| W•••• F•••• A••••••• wirehouse | Dallas, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| C•••• independent RIA | Glenview, Il · principal | 11 | 1 | 1 | 0 | 9.1% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Evans, Ga | 11 | 2 | 1 | +1 | 9.1% | |||
| F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Greenville, Sc | 11 | 3 | 1 | +2 | 9.1% | |||
| C•••• W•••••• • A••••••••• L•• independent RIA | Plano, Tx | 11 | 0 | 1 | -1 | 9.1% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Beaver, Pa | 11 | 1 | 1 | 0 | 9.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Forest Lake, Mn | 11 | 1 | 1 | 0 | 9.1% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Bloomington, Mn | 11 | 2 | 1 | +1 | 9.1% | |||
| I••••••• F•• independent RIA | Boise, Id | 11 | 5 | 1 | +4 | 9.1% | |||
| P••••• W••••• P••••••• independent RIA | Independence, Oh · principal | 11 | 1 | 1 | 0 | 9.1% | |||
| G••••• R••••••••• P••••••• L•• institutional | Fort Lauderdale, Fl | 11 | 1 | 1 | 0 | 9.1% | |||
| C•••••• S•••••• L•• independent RIA | Athens, Tn · principal | 11 | 0 | 1 | -1 | 9.1% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Sioux City, Ia | 11 | 1 | 1 | 0 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Westminster, Md | 11 | 4 | 1 | +3 | 9.1% | |||
| S••••• F•••••••• G••••• L•• independent RIA | Carmel, In · principal | 11 | 5 | 1 | +4 | 9.1% | |||
| E••••• J•••• national BD | Skokie, Il | 11 | 0 | 1 | -1 | 9.1% | 1 | ||
| O•••• A••••••• S•••••••• L•• BD affiliated | Omaha, Ne | 11 | 0 | 1 | -1 | 9.1% | |||
| H••••••••• F•••••••• A••••••• BD affiliated | Dublin, Oh | 11 | 1 | 1 | 0 | 9.1% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Huntsville, Al | 11 | 0 | 1 | -1 | 9.1% | |||
| W•••• F•••• A••••••• wirehouse | Fremont, Ca | 11 | 0 | 1 | -1 | 9.1% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Melbourne, Fl | 11 | 2 | 1 | +1 | 9.1% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Blaine, Mn | 11 | 3 | 1 | +2 | 9.1% | |||
| W••••••••• T•••• I••••••••• A•••••••• I••• other | W•••••••••, De · principal | 11 | 4 | 1 | +3 | 9.1% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Downers Grove, Il | 11 | 0 | 1 | -1 | 9.1% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Pensacola, Fl | 11 | 3 | 1 | +2 | 9.1% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Colorado Spgs, Co | 11 | 3 | 1 | +2 | 9.1% | |||
| W••• W•••••• I•• independent RIA | Seattle, Wa · principal | 11 | 6 | 1 | +5 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Langhorne, Pa | 11 | 1 | 1 | 0 | 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.