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 |
|---|---|---|---|---|---|---|---|---|---|
| BELLWETHER WEALTH independent RIA | Lincoln, Ne · principal | 8 | 3 | 1 | +2 | 13% | |||
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. BD affiliated | Cedar Rapids, Ia | 8 | 0 | 1 | -1 | 13% | |||
| CENTRIC WEALTH MANAGEMENT, LLC independent RIA | Chicago, Il · principal | 8 | 0 | 1 | -1 | 13% | |||
| F•• W••••• P••••••• independent RIA | Rockville, Md · principal | 8 | 1 | 1 | 0 | 13% | |||
| P•• W••••• M••••••••• BD affiliated | Denver, Co | 8 | 7 | 1 | +6 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Delray Beach, Fl | 8 | 2 | 1 | +1 | 13% | |||
| M••••• S•••••• wirehouse | Jackson, Tn | 8 | 1 | 1 | 0 | 13% | |||
| S•••• S•••••• W••••• G•••• independent RIA | Brentwood, Tn · principal | 8 | 0 | 1 | -1 | 13% | |||
| A•••• C•••••• A••••••• I••• independent RIA | San Francisco, Ca · principal | 8 | 5 | 1 | +4 | 13% | |||
| M•••••• F•••••••• S••••••• C••••••••• state registered | San Antonio, Tx · principal | 8 | 0 | 1 | -1 | 13% | |||
| H••• S••••••••• •••• I••• BD affiliated | Tysons, Va | 8 | 1 | 1 | 0 | 13% | |||
| P••••••••• S••••••••• C••••••••• independent RIA | Santa Barbara, Ca | 8 | 0 | 1 | -1 | 13% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | King Of Prussia, Pa | 8 | 2 | 1 | +1 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bend, Or | 8 | 0 | 1 | -1 | 13% | |||
| S•••••••• A•••••••• L•• BD affiliated | New York, Ny | 8 | 3 | 1 | +2 | 13% | |||
| P••••• M•••• F•••••••• A••••••• independent RIA | Detroit, Mi | 8 | 2 | 1 | +1 | 13% | |||
| D•••••• C•••••• C••••••••• independent RIA | Denver, Co · principal | 8 | 1 | 1 | 0 | 13% | |||
| A••••••• W••••• A••••••• BD affiliated | Fort Worth, Tx | 8 | 2 | 1 | +1 | 13% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Salt Lake City, Ut | 8 | 0 | 1 | -1 | 13% | |||
| E•••• S••••••••• L•• BD affiliated | Pensacola, Fl | 8 | 2 | 1 | +1 | 13% | |||
| E•••• S••••••••• L•• BD affiliated | Newport Beach, Ca | 8 | 2 | 1 | +1 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Mansfield, Oh | 8 | 1 | 1 | 0 | 13% | |||
| J•••• I••••••••• R••••••• I•• mixed wealth | Xenia, Oh · principal | 8 | 0 | 1 | -1 | 13% | |||
| F•••••••• M••••••••• I••• mixed wealth | Little Rock, Ar · principal | 8 | 4 | 1 | +3 | 13% | |||
| J••• M••••• S••••••••• L•• wirehouse | Wesley Chapel, Fl | 8 | 1 | 1 | 0 | 13% | |||
| P•••• H•••• S••••••• I••• independent RIA | Chicago, Il · principal | 8 | 0 | 1 | -1 | 13% | |||
| S•••••••• A••••••• L•• national BD | Lake Worth, Fl | 8 | 0 | 1 | -1 | 13% | |||
| A•••• independent RIA | Frisco, Tx | 8 | 3 | 1 | +2 | 13% | |||
| R••••••••• I••••••••• A••••••• I•• independent RIA | Oklahoma City, Ok · principal | 8 | 1 | 1 | 0 | 13% | |||
| F• L• P••••• I••••••••• M••••••••• C•• independent RIA | Lynnfield, Ma · principal | 8 | 0 | 1 | -1 | 13% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Glendale, Ca | 8 | 2 | 1 | +1 | 13% | 1 | ||
| O• I••••••••• M••••••••• C• BD affiliated | Lees Summit, Mo | 8 | 1 | 1 | 0 | 13% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Surprise, Az | 8 | 1 | 1 | 0 | 13% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Noblesville, In | 8 | 0 | 1 | -1 | 13% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Homewood, Al | 8 | 1 | 1 | 0 | 13% | |||
| B•• W••••• M••••••••• L•• independent RIA | Lakewood, Co · principal | 8 | 2 | 1 | +1 | 13% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Harrisonburg, Va | 8 | 2 | 1 | +1 | 13% | |||
| L•• F•••••••• L•• BD affiliated | Park City, Ut | 8 | 2 | 1 | +1 | 13% | |||
| H•••••• I••••••••• I••• independent RIA | Rockford, Il | 8 | 2 | 1 | +1 | 13% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Billings, Mt | 8 | 0 | 1 | -1 | 13% | |||
| T••••• F•••••••• A••••••• independent RIA | Plantation, Fl · principal | 8 | 0 | 1 | -1 | 13% | |||
| C•••••• S••••• • C••• I••• national BD | Stockton, Ca | 8 | 0 | 1 | -1 | 13% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Nashville, Tn | 8 | 1 | 1 | 0 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Albany, Or | 8 | 0 | 1 | -1 | 13% | |||
| C•••••• S••••• • C••• I••• national BD | Fresno, Ca | 8 | 1 | 1 | 0 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Clearfield, Ut | 8 | 1 | 1 | 0 | 13% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Columbus, Ga | 8 | 1 | 1 | 0 | 13% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Greenville, Sc | 8 | 1 | 1 | 0 | 13% | |||
| F•••••••• H•••••• W••••• A••••••• independent RIA | Winter Park, Fl · principal | 7 | 3 | 1 | +2 | 14% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Broken Arrow, Ok | 7 | 0 | 1 | -1 | 14% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Murray, Ut | 7 | 1 | 1 | 0 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Grand Prairie, Tx | 7 | 1 | 1 | 0 | 14% | |||
| F•••••••• C••••••• L•• independent RIA | Towson, Md · principal | 7 | 2 | 1 | +1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Silver Spring, Md | 7 | 3 | 1 | +2 | 14% | |||
| W•••• F•••• A••••••• wirehouse | San Ramon, Ca | 7 | 0 | 1 | -1 | 14% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Irving, Tx | 7 | 0 | 1 | -1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Sandy, Ut | 7 | 0 | 1 | -1 | 14% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Rhinebeck, Ny | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Orland Park, Il | 7 | 0 | 1 | -1 | 14% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Clinton Township, Mi | 7 | 2 | 1 | +1 | 14% |
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.