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 |
|---|---|---|---|---|---|---|---|---|---|
| LINCOLN INVESTMENT independent RIA | Bethlehem, Pa | 9 | 1 | 1 | 0 | 11% | |||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Cleveland, Oh | 9 | 2 | 1 | +1 | 11% | |||
| REGENT PEAK WEALTH ADVISORS, LLC independent RIA | Atlanta, Ga · principal | 9 | 4 | 1 | +3 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Plymouth, Ma | 9 | 0 | 1 | -1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Noblesville, In | 9 | 2 | 1 | +1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Norwalk, Ct | 9 | 2 | 1 | +1 | 11% | |||
| T•• A•••••••• I••• BD affiliated | New York, Ny | 9 | 5 | 1 | +4 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Medina, Oh | 9 | 3 | 1 | +2 | 11% | 1 | ||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Houston, Tx | 9 | 4 | 1 | +3 | 11% | |||
| P••••• M•••• F•••••••• A••••••• independent RIA | Portage, Mi | 9 | 1 | 1 | 0 | 11% | |||
| M•• F•••••••• S•••••••• I••• BD affiliated | Ontario, Ca | 9 | 3 | 1 | +2 | 11% | |||
| C•••••• S••••• • C••• I••• national BD | Lynnwood, Wa | 9 | 0 | 1 | -1 | 11% | |||
| E•••••• F•••••••• E•••••• independent RIA | Columbus, Oh | 9 | 0 | 1 | -1 | 11% | |||
| M•••••• F•••••••• • C••• independent RIA | Everett, Wa · principal | 9 | 1 | 1 | 0 | 11% | |||
| S•••••••• A••••••• L•• national BD | Gaithersburg, Md | 9 | 0 | 1 | -1 | 11% | |||
| P•• W••••• M••••••••• BD affiliated | Birmingham, Al | 9 | 0 | 1 | -1 | 11% | |||
| S•••••••• A••••••• L•• national BD | Corona, Ca | 9 | 1 | 1 | 0 | 11% | |||
| C•••••• S••••• • C••• I••• national BD | Pittsburgh, Pa | 9 | 1 | 1 | 0 | 11% | |||
| B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• BD affiliated | Cedar Rapids, Ia · principal | 9 | 0 | 1 | -1 | 11% | |||
| L•• E••••••••• L•• BD affiliated | Malvern, Pa | 9 | 1 | 1 | 0 | 11% | |||
| A•••••• C•••••• L•• independent RIA | Little Rock, Ar · principal | 9 | 2 | 1 | +1 | 11% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Las Vegas, Nv | 9 | 1 | 1 | 0 | 11% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Roseville, Ca | 9 | 2 | 1 | +1 | 11% | 1 | ||
| K•• I••••••••• S••••••• L•• BD affiliated | Columbus, Oh | 9 | 3 | 1 | +2 | 11% | |||
| C•••••• S••••• • C••• I••• national BD | Virginia Beach, Va | 9 | 0 | 1 | -1 | 11% | |||
| H•••• F•••••••• S•••••••• I••• independent RIA | Sault Ste Marie, Mi | 9 | 2 | 1 | +1 | 11% | |||
| P•• W•••••• C••••••• L•• independent RIA | Knoxville, Tn · principal | 9 | 2 | 1 | +1 | 11% | |||
| M•••••• BD affiliated | Indianapolis, In | 9 | 1 | 1 | 0 | 11% | |||
| P••••••• A•••••••• L•• independent RIA | Scottsdale, Az | 9 | 0 | 1 | -1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Richardson, Tx | 9 | 1 | 1 | 0 | 11% | 1 | ||
| A••••••••• I••• independent RIA | Allen, Tx · principal | 9 | 3 | 1 | +2 | 11% | |||
| C•••••• S••••• • C••• I••• national BD | Leesburg, Va | 9 | 2 | 1 | +1 | 11% | |||
| W•••• F•••• A••••••• wirehouse | Oakland, Ca | 9 | 2 | 1 | +1 | 11% | |||
| C•••••• C•••••• A•••••••• L•• independent RIA | Beverly Hills, Ca · principal | 9 | 2 | 1 | +1 | 11% | |||
| A••••• W••••• M••••••••• independent RIA | Bartlesville, Ok | 9 | 1 | 1 | 0 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Charlottesville, Va | 9 | 1 | 1 | 0 | 11% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Stamford, Ct | 9 | 0 | 1 | -1 | 11% | |||
| G•••••••• F•••••••• A•••••••• L•• institutional | Irvine, Ca | 9 | 4 | 1 | +3 | 11% | |||
| S••••••• P••• W••••• M••••••••• independent RIA | Jenison, Mi · principal | 9 | 1 | 1 | 0 | 11% | |||
| E••••• F•••••••• M••••••••• C••••••• L•• independent RIA | Holmdel, Nj · principal | 9 | 0 | 1 | -1 | 11% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Burlington, Vt | 9 | 3 | 1 | +2 | 11% | |||
| W•••• F•••• A••••••• wirehouse | Kirkland, Wa | 9 | 1 | 1 | 0 | 11% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | St Louis, Mo | 9 | 2 | 1 | +1 | 11% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Lake Mary, Fl | 9 | 4 | 1 | +3 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Summit, Nj | 9 | 1 | 1 | 0 | 11% | |||
| I••••••••• W••••• C••••••• L•• independent RIA | Worcester, Ma | 9 | 0 | 1 | -1 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Grand Forks, Nd | 9 | 2 | 1 | +1 | 11% | |||
| E••••• J•••• national BD | Enumclaw, Wa | 9 | 2 | 1 | +1 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Cherry Hill, Nj | 9 | 4 | 1 | +3 | 11% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Fargo, Nd | 9 | 1 | 1 | 0 | 11% | |||
| C•••••• C•••••• A••••••• independent RIA | Troy, Mi · principal | 9 | 2 | 1 | +1 | 11% | |||
| P•• W••••• M••••••••• BD affiliated | San Antonio, Tx | 9 | 1 | 1 | 0 | 11% | |||
| O•••••••• F••••• O•••••• mixed wealth | Birmingham, Al · principal | 9 | 1 | 1 | 0 | 11% | |||
| M••••• S•••••• wirehouse | Scarsdale, Ny | 9 | 0 | 1 | -1 | 11% | 1 | ||
| S••••••• A•••• M••••••••• L•• institutional | Ponte Vedra Beach, Fl · principal | 9 | 5 | 1 | +4 | 11% | |||
| A•••• G•••• C••••••• L•• independent RIA | Avon, Co · principal | 9 | 4 | 1 | +3 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Harleysville, Pa | 9 | 3 | 1 | +2 | 11% | 1 | ||
| C•••••• S••••• • C••• I••• national BD | Albuquerque, Nm | 9 | 2 | 1 | +1 | 11% | |||
| P••••••• W••••• independent RIA | San Jose, Ca · principal | 9 | 1 | 1 | 0 | 11% | |||
| S•••••• W••••• P•••••••• L•• BD affiliated | Hudson, Oh | 9 | 0 | 1 | -1 | 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.