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 |
|---|---|---|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. BD affiliated | Princeton, Nj | 8 | 1 | 1 | 0 | 13% | |||
| COMMONWEALTH FINANCIAL NETWORK national BD | Lancaster, Pa | 8 | 2 | 1 | +1 | 13% | |||
| COMMONWEALTH FINANCIAL NETWORK national BD | Marblehead, Ma | 8 | 0 | 1 | -1 | 13% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Hendersonville, Nc | 8 | 0 | 1 | -1 | 13% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Jupiter, Fl | 8 | 0 | 1 | -1 | 13% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Asheville, Nc | 8 | 0 | 1 | -1 | 13% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Raleigh, Nc | 8 | 1 | 1 | 0 | 13% | |||
| O•••• W•••••• I••• BD affiliated | Beavercreek, Oh | 8 | 0 | 1 | -1 | 13% | |||
| D••• D••••••• • C•• independent RIA | Austin, Tx | 8 | 1 | 1 | 0 | 13% | |||
| R••••• W••••• A••••••• independent RIA | Bourbonnais, Il · principal | 8 | 0 | 1 | -1 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Clayton, Mo | 8 | 1 | 1 | 0 | 13% | |||
| W•••• F•••• A••••••• wirehouse | Redwood City, Ca | 8 | 1 | 1 | 0 | 13% | |||
| W•••• F•••• A••••••• wirehouse | Plains, Pa | 8 | 1 | 1 | 0 | 13% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Leesburg, Va | 8 | 1 | 1 | 0 | 13% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Staten Island, Ny | 8 | 0 | 1 | -1 | 13% | 1 | ||
| L•• E••••••••• L•• BD affiliated | West Hampton Beach, Ny | 8 | 2 | 1 | +1 | 13% | |||
| P• W••••• A•••••••• L•• state registered | Salt Lake City, Ut · principal | 8 | 0 | 1 | -1 | 13% | |||
| H••• S••••••••• •••• I••• BD affiliated | Bellevue, Wa | 8 | 3 | 1 | +2 | 13% | |||
| E••••••••• W••••• L•• independent RIA | Chicago, Il · principal | 8 | 0 | 1 | -1 | 13% | |||
| N•••••• A••••••• BD affiliated | Jacksonville, Fl | 8 | 5 | 1 | +4 | 13% | 2 | ||
| A• W••••• M••••••••• L•• BD affiliated | Scottsdale, Az | 8 | 1 | 1 | 0 | 13% | |||
| L•• F•••••••• L•• BD affiliated | University Place, Wa | 8 | 0 | 1 | -1 | 13% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Springfield, Il | 8 | 2 | 1 | +1 | 13% | |||
| H••••••••• F•••••••• A••••••• BD affiliated | Byron Center, Mi | 8 | 0 | 1 | -1 | 13% | |||
| C•••••• A••••••• BD affiliated | Renton, Wa | 8 | 0 | 1 | -1 | 13% | |||
| C•••••• A••••••• BD affiliated | Cleveland, Oh | 8 | 0 | 1 | -1 | 13% | |||
| A•••• C•••• W••••• M••••••••• L•• state registered | Southlake, Tx · principal | 8 | 0 | 1 | -1 | 13% | |||
| A••••• P•••••• C•••••• independent RIA | Cornelius, Nc · principal | 8 | 1 | 1 | 0 | 13% | |||
| L•••• W••••• M••••••••• L•• independent RIA | Pasadena, Ca · principal | 8 | 8 | 1 | +7 | 13% | |||
| C••••••••• S••••••••• L•• BD affiliated | Jefferson City, Mo | 8 | 1 | 1 | 0 | 13% | |||
| B••••• P••••• A•••••••• L•• independent RIA | Pasadena, Ca | 8 | 0 | 1 | -1 | 13% | |||
| L••••• F•••••••• G•••• independent RIA | Des Moines, Ia · principal | 8 | 0 | 1 | -1 | 13% | |||
| M•••••• S•••••• W••••• M••••••••• I••• independent RIA | Appleton, Wi · principal | 8 | 2 | 1 | +1 | 13% | |||
| M••••• S•••••• wirehouse | Westerville, Oh | 8 | 0 | 1 | -1 | 13% | |||
| M••••• S•••••• wirehouse | San Luis Obispo, Ca | 8 | 0 | 1 | -1 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Orange, Ca | 8 | 0 | 1 | -1 | 13% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Valhalla, Ny | 8 | 1 | 1 | 0 | 13% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Urbana, Il | 8 | 0 | 1 | -1 | 13% | |||
| E•••••• F•••••••• E•••••• independent RIA | Federal Way, Wa | 8 | 0 | 1 | -1 | 13% | |||
| •••••••• independent RIA | Saint Louis, Mo | 8 | 3 | 1 | +2 | 13% | |||
| W•••• F•••• A••••••• wirehouse | Simi Valley, Ca | 8 | 0 | 1 | -1 | 13% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Hays, Ks | 8 | 1 | 1 | 0 | 13% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Brea, Ca | 8 | 2 | 1 | +1 | 13% | |||
| E•••• A••••••••• L•• mixed wealth | Austin, Tx · principal | 8 | 2 | 1 | +1 | 13% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Marietta, Ga | 8 | 4 | 1 | +3 | 13% | |||
| P•• W••••• M••••••••• BD affiliated | Jacksonville, Fl | 8 | 1 | 1 | 0 | 13% | |||
| E•••••• F•••••••• E•••••• independent RIA | Boston, Ma | 8 | 2 | 1 | +1 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Redondo Beach, Ca | 8 | 0 | 1 | -1 | 13% | |||
| S•••••• W••••• independent RIA | Chappaqua, Ny · principal | 8 | 0 | 1 | -1 | 13% | |||
| C••••••••• W••••• independent RIA | Lake Mary, Fl · principal | 8 | 1 | 1 | 0 | 13% | |||
| E•••••••• P•••• W••••• P•••••••• L•• independent RIA | Lafayette, La | 8 | 0 | 1 | -1 | 13% | |||
| C••••••• C•••••• M••••••••• L•• mixed wealth | Conshohocken, Pa · principal | 8 | 0 | 1 | -1 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Johnson City, Ny | 8 | 2 | 1 | +1 | 13% | |||
| S•••••••• A••••••• L•• national BD | North Andover, Ma | 8 | 1 | 1 | 0 | 13% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Katy, Tx | 8 | 1 | 1 | 0 | 13% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Franklin, Tn | 8 | 1 | 1 | 0 | 13% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Edmond, Ok | 8 | 0 | 1 | -1 | 13% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Columbia, Md | 8 | 4 | 1 | +3 | 13% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Colorado Springs, Co | 8 | 1 | 1 | 0 | 13% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | North Bethesda, Md | 8 | 0 | 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.