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 |
|---|---|---|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC BD affiliated | Rogers, Ar | 10 | 0 | 1 | -1 | 10% | |||
| WEATHERLY ASSET MANAGEMENT independent RIA | Del Mar, Ca · principal | 10 | 0 | 1 | -1 | 10% | |||
| PT ASSET MANAGEMENT, LLC asset manager | Chicago, Il · principal | 10 | 0 | 1 | -1 | 10% | |||
| R•••• • Y• I••••••••• A•••••••• L•• independent RIA | Eugene, Or · principal | 10 | 1 | 1 | 0 | 10% | |||
| M•• C•••••• M••••••••• L•• independent RIA | New York, Ny | 10 | 4 | 1 | +3 | 10% | |||
| P••••••• A••••••••• L•• independent RIA | Birmingham, Mi · principal | 10 | 5 | 1 | +4 | 10% | |||
| P••••• M•••• F•••••••• A••••••• independent RIA | Grand Rapids, Mi | 10 | 1 | 1 | 0 | 10% | |||
| J• W• C••• A•••••••• I••• BD affiliated | Pittsford, Ny | 10 | 5 | 1 | +4 | 10% | 1 | ||
| M•• F•••••••• S•••••••• I••• BD affiliated | Laguna Hills, Ca | 10 | 3 | 1 | +2 | 10% | |||
| P•••••••• S••••••••• I••• BD affiliated | Austin, Tx | 10 | 1 | 1 | 0 | 10% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated | Atlanta, Ga | 10 | 1 | 1 | 0 | 10% | |||
| A•••• C•••••• M••••••••• L•• independent RIA | Boise, Id · principal | 10 | 2 | 1 | +1 | 10% | |||
| B•• C•••••• M••••••••• other | Des Moines, Ia · principal | 10 | 0 | 1 | -1 | 10% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Jacksonville, Fl | 10 | 0 | 1 | -1 | 10% | |||
| C••••• A•••• M••••••••• L•• mixed wealth | New York, Ny · principal | 10 | 0 | 1 | -1 | 10% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Albuquerque, Nm | 10 | 1 | 1 | 0 | 10% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Appleton, Wi | 10 | 1 | 1 | 0 | 10% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Auburn, Al | 10 | 1 | 1 | 0 | 10% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Fort Lauderdale, Fl | 10 | 1 | 1 | 0 | 10% | |||
| F•••• C••••••• A•••• M••••••••• I•• BD affiliated | Charlotte, Nc | 10 | 4 | 1 | +3 | 10% | |||
| C••••• W••••• M••••••••• L•• independent RIA | Summit, Nj · principal | 10 | 2 | 1 | +1 | 10% | |||
| P•••••••• F•••••••• S••••••• independent RIA | Mine Hill, Nj · principal | 10 | 0 | 1 | -1 | 10% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Garden City, Ny | 10 | 0 | 1 | -1 | 10% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Hagerstown, Md | 10 | 2 | 1 | +1 | 10% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Hillsboro, Or | 10 | 1 | 1 | 0 | 10% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Leawood, Ks | 10 | 2 | 1 | +1 | 10% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Lincoln, Ne | 10 | 1 | 1 | 0 | 10% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Meridian, Ms | 10 | 3 | 1 | +2 | 10% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Newport News, Va | 10 | 2 | 1 | +1 | 10% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Peachtree City, Ga | 10 | 2 | 1 | +1 | 10% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Roseville, Ca | 10 | 1 | 1 | 0 | 10% | |||
| M••••• S•••••• wirehouse | Chico, Ca | 10 | 1 | 1 | 0 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Urbandale, Ia | 10 | 3 | 1 | +2 | 10% | |||
| M••••• S•••••• wirehouse | Hagerstown, Md | 10 | 0 | 1 | -1 | 10% | |||
| M••••• S•••••• wirehouse | Poughkeepsie, Ny | 10 | 0 | 1 | -1 | 10% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Fort Lauderdale, Fl | 10 | 1 | 1 | 0 | 10% | |||
| F•• P•••••• W••••• M••••••••• I••• independent RIA | Waterloo, Ia · principal | 10 | 0 | 1 | -1 | 10% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Murfreesboro, Tn | 10 | 1 | 1 | 0 | 10% | |||
| M•• W••••• C••••••••• L•• independent RIA | Chesterfield, Mo · principal | 10 | 3 | 1 | +2 | 10% | |||
| O•••• A••••••• S•••••••• L•• BD affiliated | Colorado Springs, Co | 10 | 2 | 1 | +1 | 10% | |||
| I••••••••• I••••••••• C••••••••• L•• independent RIA | Bloomfield Hills, Mi · principal | 10 | 7 | 1 | +6 | 10% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Indianapolis, In | 10 | 2 | 1 | +1 | 10% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Jacksonville, Fl | 10 | 2 | 1 | +1 | 10% | |||
| H••• S••••••••• •••• I••• BD affiliated | Cupertino, Ca | 10 | 0 | 1 | -1 | 10% | |||
| W•••• F•••• A••••••• wirehouse | Coralville, Ia | 10 | 1 | 1 | 0 | 10% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Aurora, Co | 10 | 0 | 1 | -1 | 10% | |||
| W•••• F•••• A••••••• wirehouse | Long Beach, Ca | 10 | 0 | 1 | -1 | 10% | |||
| W•••• F•••• A••••••• wirehouse | Miramar Beach, Fl | 10 | 1 | 1 | 0 | 10% | |||
| W•••• F•••• A••••••• wirehouse | Pawleys Island, Sc | 10 | 1 | 1 | 0 | 10% | |||
| O•••• W•••••• I••• BD affiliated | Bend, Or | 10 | 0 | 1 | -1 | 10% | |||
| O•••• W•••••• I••• BD affiliated | Grandville, Mi | 10 | 0 | 1 | -1 | 10% | |||
| O•••• W•••••• I••• BD affiliated | Provo, Ut | 10 | 4 | 1 | +3 | 10% | |||
| E••••• J•••• national BD | Escanaba, Mi | 10 | 1 | 1 | 0 | 10% | |||
| E••••• J•••• national BD | Estero, Fl | 10 | 1 | 1 | 0 | 10% | |||
| E••••• J•••• national BD | Livonia, Mi | 10 | 1 | 1 | 0 | 10% | |||
| E••••• J•••• national BD | Louisville, Co | 10 | 0 | 1 | -1 | 10% | |||
| E••••• J•••• national BD | Maryville, Tn | 10 | 1 | 1 | 0 | 10% | |||
| E••••• J•••• national BD | Montrose, Co | 10 | 0 | 1 | -1 | 10% | |||
| P•••••••• S••••••••• I••• BD affiliated | Birmingham, Al | 10 | 1 | 1 | 0 | 10% | |||
| E••••• J•••• national BD | Renton, Wa | 10 | 1 | 1 | 0 | 10% |
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.