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 |
|---|---|---|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC wirehouse | Melbourne, Fl | 10 | 2 | 1 | +1 | 10% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Temple City, Ca | 10 | 2 | 1 | +1 | 10% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Woodridge, Il | 10 | 1 | 1 | 0 | 10% | 1 | ||
| C••••••••• F•••••••• N•••••• national BD | Friendswood, Tx | 10 | 1 | 1 | 0 | 10% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Port Washington, Ny | 10 | 0 | 1 | -1 | 10% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Rye, Ny | 10 | 0 | 1 | -1 | 10% | |||
| F••••••• A•••• M••••••••• L•• independent RIA | Clearwater, Fl · principal | 10 | 2 | 1 | +1 | 10% | |||
| C•••••• S••••• • C••• I••• national BD | West Palm Beach, Fl | 10 | 2 | 1 | +1 | 10% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Waco, Tx | 10 | 2 | 1 | +1 | 10% | |||
| E••••• J•••• national BD | Ames, Ia | 10 | 1 | 1 | 0 | 10% | |||
| S•••• P•••• A•••••••• L•• independent RIA | Brielle, Nj · principal | 10 | 1 | 1 | 0 | 10% | |||
| O•••• W•••••• I••• BD affiliated | East Peoria, Il | 10 | 0 | 1 | -1 | 10% | |||
| T••• P•••• W••••• A••••••• independent RIA | San Francisco, Ca | 10 | 2 | 1 | +1 | 10% | |||
| S•••••• F•••••••• G••••• L••••• independent RIA | Dublin, Oh | 10 | 0 | 1 | -1 | 10% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Austin, Tx | 10 | 3 | 1 | +2 | 10% | 1 | ||
| E••••• J•••• national BD | St Charles, Il | 10 | 0 | 1 | -1 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Flowood, Ms | 10 | 0 | 1 | -1 | 10% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Greenville, De | 10 | 0 | 1 | -1 | 10% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Lakewood, Wa | 10 | 2 | 1 | +1 | 10% | |||
| L•• F•••••••• L•• BD affiliated | Ocean City, Md | 10 | 0 | 1 | -1 | 10% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Saint Simons Island, Ga | 10 | 1 | 1 | 0 | 10% | |||
| S•••••••• A••••••• L•• national BD | Magnolia, Tx | 10 | 1 | 1 | 0 | 10% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Phoenix, Az | 10 | 6 | 1 | +5 | 10% | |||
| M•••••• T••••••••• L•• independent RIA | Pittsburgh, Pa · principal | 10 | 5 | 1 | +4 | 10% | |||
| B••••••••• • F•••••• L•• independent RIA | Solana Beach, Ca · principal | 10 | 2 | 1 | +1 | 10% | |||
| E•••••• P••••• F••••• O••••• independent RIA | Miami, Fl · principal | 9 | 1 | 1 | 0 | 11% | |||
| E•••• asset manager | New York, Ny · principal | 9 | 5 | 1 | +4 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Kingston, Ny | 9 | 2 | 1 | +1 | 11% | |||
| W•••• F•••• A••••••• wirehouse | Seattle, Wa | 9 | 4 | 1 | +3 | 11% | |||
| M•••• I••••••••• A•••••••• I•• state registered | Miami, Fl · principal | 9 | 2 | 1 | +1 | 11% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Charlotte, Nc | 9 | 1 | 1 | 0 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Downers Grove, Il | 9 | 0 | 1 | -1 | 11% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Rolling Hills Estates, Ca | 9 | 1 | 1 | 0 | 11% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Mount Pleasant, Sc | 9 | 1 | 1 | 0 | 11% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Savannah, Ga | 9 | 1 | 1 | 0 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Great Neck, Ny | 9 | 1 | 1 | 0 | 11% | |||
| W•••• F•••• A••••••• wirehouse | Ormond Beach, Fl | 9 | 1 | 1 | 0 | 11% | |||
| D••••• I••••••••• L•• independent RIA | Lehi, Ut | 9 | 2 | 1 | +1 | 11% | |||
| S•• A••••••• L•• independent RIA | Kirkland, Wa · principal | 9 | 2 | 1 | +1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Lima, Oh | 9 | 1 | 1 | 0 | 11% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Augusta, Ga | 9 | 0 | 1 | -1 | 11% | |||
| C•••••• S••••• • C••• I••• national BD | Sugar Land, Tx | 9 | 2 | 1 | +1 | 11% | |||
| E•••• S••••••••• L•• BD affiliated | Raleigh, Nc | 9 | 0 | 1 | -1 | 11% | |||
| M••••• I••••••••• L•• independent RIA | Port St Lucie, Fl · principal | 9 | 1 | 1 | 0 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Dearborn, Mi | 9 | 1 | 1 | 0 | 11% | |||
| N••• E•• independent RIA | Conshohocken, Pa · principal | 9 | 1 | 1 | 0 | 11% | |||
| E••• L•• independent RIA | Pittsburgh, Pa · principal | 9 | 3 | 1 | +2 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Mcallen, Tx | 9 | 0 | 1 | -1 | 11% | 1 | ||
| B•••• S•••• G••••• L•• independent RIA | Boulder, Co · principal | 9 | 4 | 1 | +3 | 11% | |||
| E•••••••• A•••••••• L•• national BD | Roseville, Ca | 9 | 1 | 1 | 0 | 11% | |||
| E•••••••• A•••••••• L•• national BD | Ponce, Pr | 9 | 3 | 1 | +2 | 11% | |||
| S•••••• C•••••• P•••••• W••••• M••••••••• L•• state registered | New York, Ny · principal | 9 | 2 | 1 | +1 | 11% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Louisville, Ky | 9 | 1 | 1 | 0 | 11% | |||
| V••• F•••••••• A•••••••• I••• BD affiliated | Dallas, Tx | 9 | 1 | 1 | 0 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Woodbury, Ny | 9 | 0 | 1 | -1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Utica, Ny | 9 | 0 | 1 | -1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Trooper, Pa | 9 | 1 | 1 | 0 | 11% | |||
| E•••• S••••••••• L•• BD affiliated | San Ramon, Ca | 9 | 0 | 1 | -1 | 11% | |||
| T•• D••• G••••• L•• independent RIA | Hoffman Estates, Il · principal | 9 | 4 | 1 | +3 | 11% | |||
| S••••••• P•••••• A•••••••• L••• institutional | Troy, Mi | 9 | 1 | 1 | 0 | 11% |
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.