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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS wirehouse | Lexington, Ky | 11 | 1 | 1 | 0 | 9.1% | |||
| INSIGHT ADVISORS, LLC independent RIA | Newtown, Pa · principal | 11 | 0 | 1 | -1 | 9.1% | |||
| LPL FINANCIAL LLC BD affiliated | Lake Mary, Fl | 11 | 0 | 1 | -1 | 9.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Southlake, Tx | 11 | 0 | 1 | -1 | 9.1% | |||
| E••••• J•••• national BD | Sugar Land, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| B••••• W••••• C••••••••• I••• independent RIA | Roanoke, Va · principal | 11 | 1 | 1 | 0 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Lake Forest, Ca | 11 | 1 | 1 | 0 | 9.1% | |||
| O••••••••• • C•• I••• BD affiliated | Tampa, Fl | 11 | 1 | 1 | 0 | 9.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | North Providence, Ri | 11 | 0 | 1 | -1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Massapequa, Ny | 11 | 0 | 1 | -1 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Covington, La | 11 | 1 | 1 | 0 | 9.1% | |||
| R•• C•••••• M••••••• L•• national BD | Fort Worth, Tx | 11 | 1 | 1 | 0 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Matthews, Nc | 11 | 1 | 1 | 0 | 9.1% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Aurora, Co | 11 | 4 | 1 | +3 | 9.1% | |||
| C••••••••• F•••••••• N•••••• national BD | Pomfret Center, Ct | 11 | 2 | 1 | +1 | 9.1% | |||
| A••••• F•••••••• A•••••••• L•• independent RIA | Lubbock, Tx · principal | 11 | 0 | 1 | -1 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Gulfport, Ms | 11 | 1 | 1 | 0 | 9.1% | |||
| E• W••••• A••••••• independent RIA | San Luis Obispo, Ca | 11 | 4 | 1 | +3 | 9.1% | |||
| R•• C•••••• M••••••• L•• national BD | Lancaster, Pa | 11 | 1 | 1 | 0 | 9.1% | |||
| M•••••• A••••••• S•••••••• I••• independent RIA | White Plains, Ny · principal | 11 | 1 | 1 | 0 | 9.1% | |||
| P•• W••••• M••••••••• BD affiliated | Erie, Pa | 11 | 1 | 1 | 0 | 9.1% | |||
| O•••••• W••••• A••••••• L•• independent RIA | San Diego, Ca | 11 | 0 | 1 | -1 | 9.1% | |||
| E••••• J•••• national BD | Cumming, Ga | 11 | 2 | 1 | +1 | 9.1% | |||
| B••••• P••••• A•••••••• L•• independent RIA | Metairie, La | 11 | 0 | 1 | -1 | 9.1% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Annapolis, Md | 11 | 0 | 1 | -1 | 9.1% | |||
| E••••• J•••• national BD | Appleton, Wi | 11 | 0 | 1 | -1 | 9.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Metairie, La | 11 | 1 | 1 | 0 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Monterey, Ca | 11 | 2 | 1 | +1 | 9.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Henderson, Nv | 11 | 1 | 1 | 0 | 9.1% | |||
| W•••• F•••• A••••••• wirehouse | Woodbury, Mn | 11 | 2 | 1 | +1 | 9.1% | |||
| A•••• F•••••••• P•••••••• L•• mixed wealth | Winter Park, Fl · principal | 11 | 6 | 1 | +5 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Kansas City, Mo | 11 | 2 | 1 | +1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | North Charleston, Sc | 11 | 2 | 1 | +1 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Hackensack, Nj | 11 | 0 | 1 | -1 | 9.1% | |||
| P•••••••• A••••••• national BD | Liberty Lake, Wa | 11 | 2 | 1 | +1 | 9.1% | |||
| E•••• S••••••••• L•• BD affiliated | Albuquerque, Nm | 11 | 3 | 1 | +2 | 9.1% | |||
| A••••••••• L••• other | Atlanta, Ga | 11 | 1 | 1 | 0 | 9.1% | |||
| C••••••• P•••••• W••••• BD affiliated | San Francisco, Ca | 11 | 0 | 1 | -1 | 9.1% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Fairfax, Va | 11 | 0 | 1 | -1 | 9.1% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Concord, Nh | 11 | 2 | 1 | +1 | 9.1% | |||
| J••• M••••• S••••••••• L•• wirehouse | Great Neck, Ny | 11 | 1 | 1 | 0 | 9.1% | |||
| L•• F•••••••• L•• BD affiliated | Greeley, Co | 11 | 0 | 1 | -1 | 9.1% | |||
| F•••• I••••••••• S••••••• BD affiliated | Dallas, Tx | 11 | 3 | 1 | +2 | 9.1% | |||
| E••••• J•••• national BD | Camas, Wa | 11 | 0 | 1 | -1 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Marietta, Ga | 11 | 1 | 1 | 0 | 9.1% | |||
| H•••••••• A••••••• C•••• other | Arlington, Va · principal | 11 | 2 | 1 | +1 | 9.1% | |||
| W•••• F•••• A••••••• wirehouse | Toms River, Nj | 11 | 1 | 1 | 0 | 9.1% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Alpharetta, Ga | 11 | 1 | 1 | 0 | 9.1% | |||
| G••••• W••••• S••••••••• A•• A••••••••• L•• independent RIA | Denver, Co · principal | 11 | 2 | 1 | +1 | 9.1% | |||
| E••••• J•••• national BD | Clayton, Mo | 11 | 1 | 1 | 0 | 9.1% | |||
| C••• S••••• P••••••• BD affiliated | Austin, Tx | 11 | 0 | 1 | -1 | 9.1% | |||
| T••••••••• P•••••• W••••• L•• independent RIA | New York, Ny · principal | 11 | 3 | 1 | +2 | 9.1% | |||
| O•••••• P••••••• independent RIA | San Francisco, Ca · principal | 11 | 3 | 1 | +2 | 9.1% | |||
| W•••• F•••• A••••••• wirehouse | Saratoga Springs, Ny | 11 | 0 | 1 | -1 | 9.1% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lincoln, Ne | 11 | 0 | 1 | -1 | 9.1% | |||
| O•••• A•••••••• L•• independent RIA | Austin, Tx · principal | 10 | 0 | 1 | -1 | 10% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Fort Walton Beach, Fl | 10 | 0 | 1 | -1 | 10% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Lutz, Fl | 10 | 6 | 1 | +5 | 10% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Mobile, Al | 10 | 1 | 1 | 0 | 10% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Portland, Or | 10 | 2 | 1 | +1 | 10% | 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.