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 |
|---|---|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC BD affiliated | Fairhope, Al | 8 | 2 | 1 | +1 | 13% | |||
| LPL FINANCIAL LLC BD affiliated | Berkeley, Ca | 8 | 1 | 1 | 0 | 13% | 1 | ||
| THE ASCENT GROUP, LLC independent RIA | Wayne, Pa | 8 | 1 | 1 | 0 | 13% | |||
| H••• I••••• F•••••••• L•• independent RIA | Grand Rapids, Mi · principal | 8 | 1 | 1 | 0 | 13% | |||
| Y••••• C•••••• M••••••••• L•• asset manager | Bloomfield Hills, Mi · principal | 8 | 1 | 1 | 0 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Jenison, Mi | 8 | 1 | 1 | 0 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Laguna Hills, Ca | 8 | 1 | 1 | 0 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Lehi, Ut | 8 | 0 | 1 | -1 | 13% | |||
| A••••••••• I••••••••• A••••••• mixed wealth | Nashville, Il | 8 | 1 | 1 | 0 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Los Gatos, Ca | 8 | 0 | 1 | -1 | 13% | |||
| P•••••• • W••••• M••••••••• A••••••• independent RIA | Waltham, Ma · principal | 8 | 7 | 1 | +6 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Marquette, Mi | 8 | 1 | 1 | 0 | 13% | |||
| A•••• I••••••••• M••••••••• state registered | Greenville, Sc · principal | 8 | 4 | 1 | +3 | 13% | |||
| A•••• S••••• independent RIA | Eden Prairie, Mn · principal | 8 | 4 | 1 | +3 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Upper Arlington, Oh | 8 | 0 | 1 | -1 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Providence, Ri | 8 | 0 | 1 | -1 | 13% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Palm Beach Gardens, Fl | 8 | 6 | 1 | +5 | 13% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Chicago, Il | 8 | 1 | 1 | 0 | 13% | |||
| I•• A••••••• S•••••••• I••• independent RIA | Liverpool, Ny · principal | 8 | 0 | 1 | -1 | 13% | |||
| A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I••• BD affiliated | Overland Park, Ks | 8 | 1 | 1 | 0 | 13% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Salt Lake Cty, Ut | 8 | 1 | 1 | 0 | 13% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Norwalk, Ct | 8 | 2 | 1 | +1 | 13% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Durham, Nc | 8 | 1 | 1 | 0 | 13% | |||
| A•••••• C••••••••• G•••• A•••••••• L•• mixed wealth | A••••••, Ga · principal | 8 | 1 | 1 | 0 | 13% | |||
| A•• C••••••• L•• independent RIA | Phoenix, Az · principal | 8 | 0 | 1 | -1 | 13% | |||
| P••• A• W•••••• L•• independent RIA | Lincoln, Ne · principal | 8 | 2 | 1 | +1 | 13% | |||
| E•••••••• A•••••••• L•• national BD | Westport, Ct | 8 | 0 | 1 | -1 | 13% | |||
| S•• W••••• independent RIA | New York, Ny | 8 | 0 | 1 | -1 | 13% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Cary, Nc | 8 | 0 | 1 | -1 | 13% | |||
| S•••••••• I••••••••• G••••• L•• independent RIA | Newport Beach, Ca · principal | 8 | 1 | 1 | 0 | 13% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Novi, Mi | 8 | 0 | 1 | -1 | 13% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Birmingham, Al | 8 | 2 | 1 | +1 | 13% | |||
| A• W••••• M••••••••• L•• BD affiliated | Overland Park, Ks | 8 | 1 | 1 | 0 | 13% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Chula Vista, Ca | 8 | 0 | 1 | -1 | 13% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Sioux Falls, Sd | 8 | 0 | 1 | -1 | 13% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Coral Springs, Fl | 8 | 0 | 1 | -1 | 13% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Ofallon, Il | 8 | 0 | 1 | -1 | 13% | |||
| M••••••• W••••• M••••••••• L•• independent RIA | M•••••••, Ga · principal | 8 | 0 | 1 | -1 | 13% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Basking Ridge, Nj | 8 | 0 | 1 | -1 | 13% | |||
| E••••• J•••• national BD | Wayzata, Mn | 8 | 1 | 1 | 0 | 13% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Potomac, Md | 8 | 0 | 1 | -1 | 13% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Saint Louis, Mo | 8 | 1 | 1 | 0 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Chillicothe, Oh | 8 | 0 | 1 | -1 | 13% | 1 | ||
| E••••• J•••• national BD | Prescott, Az | 8 | 1 | 1 | 0 | 13% | |||
| E••••• J•••• national BD | Irvine, Ca | 8 | 3 | 1 | +2 | 13% | |||
| E••••• J•••• national BD | Fort Smith, Ar | 8 | 1 | 1 | 0 | 13% | |||
| E••••• J•••• national BD | Flagstaff, Az | 8 | 0 | 1 | -1 | 13% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Topeka, Ks | 8 | 0 | 1 | -1 | 13% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Vero Beach, Fl | 8 | 0 | 1 | -1 | 13% | |||
| E••••• J•••• national BD | Conyers, Ga | 8 | 1 | 1 | 0 | 13% | |||
| E••••• J•••• national BD | Clermont, Fl | 8 | 0 | 1 | -1 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Carrollton, Tx | 8 | 1 | 1 | 0 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Clarkston, Mi | 8 | 1 | 1 | 0 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Elkhart, In | 8 | 2 | 1 | +1 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Elmhurst, Il | 8 | 1 | 1 | 0 | 13% | |||
| E••••• J•••• national BD | Boynton Beach, Fl | 8 | 2 | 1 | +1 | 13% | |||
| E••••• J•••• national BD | Blair, Ne | 8 | 4 | 1 | +3 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Menlo Park, Ca | 8 | 2 | 1 | +1 | 13% | |||
| E••••• J•••• national BD | Battle Creek, Mi | 8 | 0 | 1 | -1 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Suwanee, Ga | 8 | 2 | 1 | +1 | 13% | 1 |
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.