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 | San Marcos, Tx | 10 | 2 | 1 | +1 | 10% | |||
| EDWARD JONES national BD | St Augustine, Fl | 10 | 2 | 1 | +1 | 10% | |||
| EDWARD JONES national BD | Wake Forest, Nc | 10 | 2 | 1 | +1 | 10% | |||
| T•••••• C••••••• I••• independent RIA | West Covina, Ca | 10 | 1 | 1 | 0 | 10% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Jacksonville, Nc | 10 | 3 | 1 | +2 | 10% | |||
| E••••• J•••• national BD | Highlands Ranch, Co | 10 | 2 | 1 | +1 | 10% | |||
| C••••• F•••••••• G••••• I••• independent RIA | San Diego, Ca · principal | 10 | 3 | 1 | +2 | 10% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Asheville, Nc | 10 | 1 | 1 | 0 | 10% | |||
| F••••• M••••• L•• mixed wealth | New York, Ny · principal | 10 | 0 | 1 | -1 | 10% | |||
| M•••••••• W••• A•••• M••••••••• L•• independent RIA | Los Angeles, Ca · principal | 10 | 1 | 1 | 0 | 10% | |||
| A•••• W••••• A••••••• independent RIA | Logan, Ut · principal | 10 | 3 | 1 | +2 | 10% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Franklin, Tn | 10 | 5 | 1 | +4 | 10% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Naples, Fl | 10 | 1 | 1 | 0 | 10% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | San Diego, Ca | 10 | 4 | 1 | +3 | 10% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | West Hartford, Ct | 10 | 2 | 1 | +1 | 10% | |||
| W•••• F•••• A••••••• wirehouse | Coeur Dalene, Id | 10 | 0 | 1 | -1 | 10% | |||
| E••••• J•••• national BD | Poulsbo, Wa | 10 | 2 | 1 | +1 | 10% | |||
| M••••• F•••••••• G•••• L•• independent RIA | New York, Ny · principal | 10 | 2 | 1 | +1 | 10% | |||
| A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I••• BD affiliated | Leawood, Ks | 10 | 1 | 1 | 0 | 10% | |||
| B••••••• • C•• W••••• M••••••••• L•• independent RIA | Cincinnati, Oh · principal | 10 | 2 | 1 | +1 | 10% | |||
| V••••••• C•••••• L•• independent RIA | Atlanta, Ga · principal | 10 | 0 | 1 | -1 | 10% | |||
| T•• W••••• A•••••••• L•• independent RIA | Melville, Ny · principal | 10 | 2 | 1 | +1 | 10% | |||
| R•• C•••••• M••••••• L•• national BD | Woodbury, Mn | 10 | 1 | 1 | 0 | 10% | |||
| L•• W••••• P•••••••• L•• independent RIA | Elizabethtown, Ky · principal | 10 | 3 | 1 | +2 | 10% | |||
| H••••••• C•••••• independent RIA | Mt Pleasant, Sc | 10 | 2 | 1 | +1 | 10% | |||
| J••••••••• W••••• M••••••••• S•••••••• I••• bank affiliated | New York, Ny · principal | 10 | 10 | 1 | +9 | 10% | |||
| T•••••• C••••••• I••• independent RIA | San Diego, Ca | 10 | 2 | 1 | +1 | 10% | |||
| C••••••• S••••••••• I••• BD affiliated | Cranston, Ri | 10 | 1 | 1 | 0 | 10% | |||
| C••••••• S••••••••• I••• BD affiliated | Naples, Fl | 10 | 3 | 1 | +2 | 10% | |||
| C••••••• P••••••• independent RIA | Doylestown, Pa | 10 | 10 | 1 | +9 | 10% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Highlands Ranch, Co | 10 | 4 | 1 | +3 | 10% | |||
| C•••••• S••••• • C••• I••• national BD | Carmel, Ca | 10 | 3 | 1 | +2 | 10% | |||
| C•••••• S••••• • C••• I••• national BD | Los Gatos, Ca | 10 | 3 | 1 | +2 | 10% | |||
| C•••••• S••••• • C••• I••• national BD | Mountain Brook, Al | 10 | 1 | 1 | 0 | 10% | |||
| C•••••• S••••• • C••• I••• national BD | The Villages, Fl | 10 | 1 | 1 | 0 | 10% | |||
| I•••••• S••••••••• I••• mixed wealth | Highland Park, Il · principal | 10 | 0 | 1 | -1 | 10% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Cape Coral, Fl | 10 | 1 | 1 | 0 | 10% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bellingham, Wa | 10 | 0 | 1 | -1 | 10% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Coral Gables, Fl | 10 | 1 | 1 | 0 | 10% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Edgewood, Ky | 10 | 1 | 1 | 0 | 10% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Longview, Tx | 10 | 0 | 1 | -1 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Brick, Nj | 10 | 1 | 1 | 0 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Edwardsville, Il | 10 | 2 | 1 | +1 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Franklin, Wi | 10 | 1 | 1 | 0 | 10% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Lewes, De | 10 | 0 | 1 | -1 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Montgomery, Al | 10 | 5 | 1 | +4 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Ridgeland, Ms | 10 | 0 | 1 | -1 | 10% | |||
| L•• F•••••••• L•• BD affiliated | West Warwick, Ri | 10 | 0 | 1 | -1 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Wethersfield, Ct | 10 | 0 | 1 | -1 | 10% | |||
| E•••••••• A•••••••• L•• national BD | Lancaster, Pa | 10 | 0 | 1 | -1 | 10% | |||
| E•••••••• A•••••••• L•• national BD | Wauwatosa, Wi | 10 | 0 | 1 | -1 | 10% | |||
| E••••• J•••• national BD | Annapolis, Md | 10 | 3 | 1 | +2 | 10% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Cypress, Tx | 10 | 2 | 1 | +1 | 10% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Gadsden, Al | 10 | 1 | 1 | 0 | 10% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lake Forest, Il | 10 | 0 | 1 | -1 | 10% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Rochester, Ny | 10 | 3 | 1 | +2 | 10% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Cincinnati, Oh | 10 | 1 | 1 | 0 | 10% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Elkhart, In | 10 | 0 | 1 | -1 | 10% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Rochester, Mi | 10 | 0 | 1 | -1 | 10% | |||
| J••• M••••• S••••••••• L•• wirehouse | Mason, Oh | 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.