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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | White Bear Lake, Mn | 9 | 2 | 1 | +1 | 11% | |||
| JANNEY MONTGOMERY SCOTT LLC BD affiliated | Hunt Valley, Md | 9 | 2 | 1 | +1 | 11% | |||
| CALIFORNIA FINANCIAL PARTNERS, INC. state registered | Glendale, Ca · principal | 9 | 0 | 1 | -1 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Crystal Lake, Il | 9 | 0 | 1 | -1 | 11% | |||
| S•••••••• A•••••••• L•• BD affiliated | Houston, Tx | 9 | 4 | 1 | +3 | 11% | |||
| W•••• F•••• A••••••• wirehouse | Midland, Mi | 9 | 0 | 1 | -1 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Enfield, Ct | 9 | 0 | 1 | -1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Akron, Oh | 9 | 1 | 1 | 0 | 11% | |||
| S••••• I••••••••• A•••••••• L•• independent RIA | Southlake, Tx | 9 | 6 | 1 | +5 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Ankeny, Ia | 9 | 1 | 1 | 0 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Tupelo, Ms | 9 | 0 | 1 | -1 | 11% | |||
| C•••••• A•••• M••••••••• L•• independent RIA | Denver, Co | 9 | 2 | 1 | +1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Aventura, Fl | 9 | 2 | 1 | +1 | 11% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Miami, Fl | 9 | 4 | 1 | +3 | 11% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Palo Alto, Ca | 9 | 2 | 1 | +1 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Grand Rapids, Mi | 9 | 0 | 1 | -1 | 11% | |||
| F•••• P••••••• W•••••• L•• independent RIA | West Hartford, Ct | 9 | 0 | 1 | -1 | 11% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Great Neck, Ny | 9 | 1 | 1 | 0 | 11% | |||
| C•••••• W•••••• L•• independent RIA | Santa Barbara, Ca · principal | 9 | 1 | 1 | 0 | 11% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Rancho Cucamonga, Ca | 9 | 3 | 1 | +2 | 11% | |||
| B••••• R••• W••••• M••••••••• L•• independent RIA | Anchorage, Ak · principal | 9 | 2 | 1 | +1 | 11% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | Philadelphia, Pa | 9 | 1 | 1 | 0 | 11% | |||
| M•••• C••••••• A••••••• S•••••• BD affiliated | Bellefontaine, Oh | 9 | 0 | 1 | -1 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Spokane Valley, Wa | 9 | 0 | 1 | -1 | 11% | |||
| L••••••••• W••••• A••••••• independent RIA | Valley View, Oh · principal | 9 | 2 | 1 | +1 | 11% | |||
| S••••••••• I••• asset manager | Lake Mary, Fl · principal | 9 | 3 | 1 | +2 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Hopkinton, Ma | 9 | 2 | 1 | +1 | 11% | |||
| C•••••• A••••••• BD affiliated | Horsham, Pa | 9 | 0 | 1 | -1 | 11% | |||
| E••••• J•••• national BD | Stillwater, Ok | 9 | 2 | 1 | +1 | 11% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Glendale, Ca | 9 | 1 | 1 | 0 | 11% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Mt Pleasant, Sc | 9 | 0 | 1 | -1 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Merrillville, In | 9 | 4 | 1 | +3 | 11% | |||
| W•••• F•••• A••••••• wirehouse | Chattanooga, Tn | 9 | 0 | 1 | -1 | 11% | |||
| W•••• F•••• A••••••• wirehouse | Clive, Ia | 9 | 3 | 1 | +2 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Cheshire, Ct | 9 | 1 | 1 | 0 | 11% | |||
| L•• E••••••••• L•• BD affiliated | Naples, Fl | 9 | 0 | 1 | -1 | 11% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Wichita, Ks | 9 | 0 | 1 | -1 | 11% | |||
| W•••• F•••• A••••••• wirehouse | St Paul, Mn | 9 | 0 | 1 | -1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Kerrville, Tx | 9 | 2 | 1 | +1 | 11% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Plano, Tx | 9 | 2 | 1 | +1 | 11% | 3 | ||
| E••••• J•••• national BD | Acworth, Ga | 9 | 1 | 1 | 0 | 11% | |||
| W•••• I••••••••• A•••••••• L•• other | Garden Ridge, Tx | 9 | 1 | 1 | 0 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Coon Rapids, Mn | 9 | 0 | 1 | -1 | 11% | |||
| O•••• W•••••• I••• BD affiliated | Forest Lake, Mn | 9 | 1 | 1 | 0 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Cottonwood Heights, Ut | 9 | 1 | 1 | 0 | 11% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | San Ramon, Ca | 9 | 5 | 1 | +4 | 11% | 2 | ||
| O•••• W•••••• I••• BD affiliated | Novato, Ca | 9 | 0 | 1 | -1 | 11% | |||
| C••••••••• F•••••••• N•••••• national BD | Grand Rapids, Mi | 9 | 1 | 1 | 0 | 11% | |||
| M••••• L•• independent RIA | Philadelphia, Pa | 9 | 1 | 1 | 0 | 11% | |||
| M• A••••••• independent RIA | Chicago, Il · principal | 9 | 1 | 1 | 0 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Santa Rosa, Ca | 9 | 0 | 1 | -1 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Madison, Wi | 9 | 1 | 1 | 0 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Highland Park, Il | 9 | 1 | 1 | 0 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Fullerton, Ca | 9 | 0 | 1 | -1 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Forest Hills, Ny | 9 | 0 | 1 | -1 | 11% | |||
| E••••• J•••• national BD | Burnsville, Mn | 9 | 2 | 1 | +1 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Babylon, Ny | 9 | 3 | 1 | +2 | 11% | |||
| J••• M••••• S••••••••• L•• wirehouse | Albuquerque, Nm | 9 | 4 | 1 | +3 | 11% | |||
| M••••• S•••••• wirehouse | Gilford, Nh | 9 | 0 | 1 | -1 | 11% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Gig Harbor, Wa | 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.