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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC BD affiliated | Melville, Ny | 9 | 0 | 1 | -1 | 11% | |||
| STIFEL, NICOLAUS & COMPANY, INCORPORATED national BD | West Des Moines, Ia | 9 | 1 | 1 | 0 | 11% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Liverpool, Ny | 9 | 2 | 1 | +1 | 11% | |||
| S••••• W••••• M••••••••• independent RIA | Chicago, Il | 9 | 0 | 1 | -1 | 11% | |||
| E••••• J•••• national BD | Garland, Tx | 9 | 0 | 1 | -1 | 11% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Grosse Pointe, Mi | 9 | 0 | 1 | -1 | 11% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Peoria, Il | 9 | 0 | 1 | -1 | 11% | |||
| E••••• J•••• national BD | Lancaster, Pa | 9 | 1 | 1 | 0 | 11% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Fort Worth, Tx | 9 | 2 | 1 | +1 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Taylorsville, Ut | 9 | 0 | 1 | -1 | 11% | |||
| E••••• J•••• national BD | North Richland Hills, Tx | 9 | 2 | 1 | +1 | 11% | |||
| A• W••••• M••••••••• L•• BD affiliated | Jacksonville, Fl | 9 | 0 | 1 | -1 | 11% | |||
| C••••••• S••••••••• I••• BD affiliated | Brooklyn, Ny | 9 | 5 | 1 | +4 | 11% | |||
| T•• L• W••••• C••••••••• I•• independent RIA | Timonium, Md · principal | 9 | 1 | 1 | 0 | 11% | |||
| I••••• F•••••••• independent RIA | Brookfield, Wi | 9 | 1 | 1 | 0 | 11% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Redding, Ca | 9 | 1 | 1 | 0 | 11% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Newton, Ma | 9 | 0 | 1 | -1 | 11% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Lone Tree, Co | 9 | 2 | 1 | +1 | 11% | |||
| P•••••• C•••••• M••••••••• L•• independent RIA | Overland Park, Ks · principal | 9 | 3 | 1 | +2 | 11% | |||
| B•••••••• I••••••••• M••••••••• L•• asset manager | Philadelphia, Pa | 9 | 1 | 1 | 0 | 11% | |||
| E••••• J•••• national BD | York, Pa | 9 | 1 | 1 | 0 | 11% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Juneau, Ak | 9 | 1 | 1 | 0 | 11% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Charlotte, Nc | 9 | 3 | 1 | +2 | 11% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Jonesboro, Ar | 9 | 1 | 1 | 0 | 11% | |||
| E••••• J•••• national BD | Seguin, Tx | 9 | 1 | 1 | 0 | 11% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Grand Junction, Co | 9 | 0 | 1 | -1 | 11% | |||
| E••••• J•••• national BD | North Myrtle Beach, Sc | 9 | 1 | 1 | 0 | 11% | |||
| A• W••••• M••••••••• L•• BD affiliated | Mesa, Az | 9 | 1 | 1 | 0 | 11% | |||
| N••••••• W••••• M••••••••• mixed wealth | Marietta, Ga · principal | 9 | 1 | 1 | 0 | 11% | |||
| L•• F•••••••• L•• BD affiliated | Guntersville, Al | 9 | 1 | 1 | 0 | 11% | |||
| J••• M••••• P•••••• I••••••••• I••• BD affiliated | New York, Ny · principal | 9 | 0 | 1 | -1 | 11% | |||
| W••• R•••• A••••••• mixed wealth | Henderson, Nv · principal | 9 | 0 | 1 | -1 | 11% | |||
| U•••••• W••••• P••••••• independent RIA | Jacksonville Beach, Fl · principal | 8 | 1 | 1 | 0 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Estero, Fl | 8 | 2 | 1 | +1 | 13% | |||
| R•••• • A••••••••• independent RIA | Safety Harbor, Fl · principal | 8 | 0 | 1 | -1 | 13% | |||
| S•••••••• S••••••••• BD affiliated | Brooklyn, Ny | 8 | 3 | 1 | +2 | 13% | |||
| H•••••• T••••••• • K•••• L•• independent RIA | Tampa, Fl | 8 | 2 | 1 | +1 | 13% | |||
| •••••••• independent RIA | Florham Park, Nj | 8 | 8 | 1 | +7 | 13% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Manhattan Beach, Ca | 8 | 1 | 1 | 0 | 13% | |||
| C••••••••• W••••• M••••••••• I••• independent RIA | Los Angeles, Ca · principal | 8 | 6 | 1 | +5 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Palm Harbor, Fl | 8 | 0 | 1 | -1 | 13% | |||
| K••• L•• independent RIA | Rapid City, Sd · principal | 8 | 3 | 1 | +2 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Plymouth, Mi | 8 | 0 | 1 | -1 | 13% | |||
| M•••••••• F•••••••• A••••••••• L•• independent RIA | Macungie, Pa · principal | 8 | 2 | 1 | +1 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Royal Oak, Mi | 8 | 2 | 1 | +1 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | San Angelo, Tx | 8 | 1 | 1 | 0 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | San Mateo, Ca | 8 | 1 | 1 | 0 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Tempe, Az | 8 | 1 | 1 | 0 | 13% | |||
| W••••• F••••••••• P•••••••• L•• independent RIA | Salt Lake City, Ut · principal | 8 | 2 | 1 | +1 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Yakima, Wa | 8 | 0 | 1 | -1 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Ypsilanti, Mi | 8 | 1 | 1 | 0 | 13% | |||
| O••••••• F•••••••• independent RIA | Melbourne, Fl · principal | 8 | 0 | 1 | -1 | 13% | |||
| P••••• F••••• W•••••• L•• independent RIA | Bloomington, Mn · principal | 8 | 4 | 1 | +3 | 13% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Canton, Mi | 8 | 0 | 1 | -1 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Catonsville, Md | 8 | 4 | 1 | +3 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Cranford, Nj | 8 | 1 | 1 | 0 | 13% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Perrysburg, Oh | 8 | 2 | 1 | +1 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Evanston, Il | 8 | 0 | 1 | -1 | 13% | |||
| S••••••••• W•••••• L•• independent RIA | Lehi, Ut · principal | 8 | 2 | 1 | +1 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Goodyear, Az | 8 | 2 | 1 | +1 | 13% |
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.