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 |
|---|---|---|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS national BD | Green Bay, Wi | 7 | 2 | 1 | +1 | 14% | |||
| WELLS FARGO ADVISORS wirehouse | Medford, Or | 7 | 2 | 1 | +1 | 14% | |||
| WELLS FARGO ADVISORS wirehouse | Parker, Co | 7 | 0 | 1 | -1 | 14% | |||
| M•••••••• W••••• M••••••••• independent RIA | Tempe, Az · principal | 7 | 2 | 1 | +1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Parsippany, Nj | 7 | 2 | 1 | +1 | 14% | |||
| U•• A••••••• institutional | Seattle, Wa | 7 | 0 | 1 | -1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Marina Del Rey, Ca | 7 | 0 | 1 | -1 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Teaneck, Nj | 7 | 1 | 1 | 0 | 14% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Ludlow, Ma | 7 | 7 | 1 | +6 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Anderson, Sc | 7 | 0 | 1 | -1 | 14% | |||
| R••••••• W••••• M••••••••• independent RIA | San Antonio, Tx · principal | 7 | 3 | 1 | +2 | 14% | |||
| C•••••• I••••••••• A•••••••• L•• independent RIA | Tampa, Fl | 7 | 1 | 1 | 0 | 14% | |||
| F••••••• I••••••••• W••••• A•••••• L•• mixed wealth | Boston, Ma · principal | 7 | 1 | 1 | 0 | 14% | |||
| F••••• W••••• L•• independent RIA | Middleburg Heights, Oh · principal | 7 | 1 | 1 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Paducah, Ky | 7 | 0 | 1 | -1 | 14% | |||
| L••••• T•••••• I••••••••• I••• independent RIA | Scottsdale, Az | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Clinton Township, Mi | 7 | 0 | 1 | -1 | 14% | |||
| L•• E••••••••• L•• BD affiliated | Greensboro, Nc | 7 | 2 | 1 | +1 | 14% | |||
| E••••• J•••• national BD | Montgomery, Tx | 7 | 1 | 1 | 0 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Durango, Co | 7 | 1 | 1 | 0 | 14% | |||
| P•••••••• L•• independent RIA | Covington, La · principal | 7 | 1 | 1 | 0 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Hialeah, Fl | 7 | 2 | 1 | +1 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Tupelo, Ms | 7 | 1 | 1 | 0 | 14% | |||
| H••••••• W••••• P•••••••• L•• independent RIA | Baton Rouge, La · principal | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Upper Montclair, Nj | 7 | 1 | 1 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Oxford, Ms | 7 | 0 | 1 | -1 | 14% | |||
| B••• W••••• M••••••••• independent RIA | Lakewood Ranch, Fl · principal | 7 | 2 | 1 | +1 | 14% | |||
| G•••••••• A••••••• L•• other | Miami, Fl · principal | 7 | 4 | 1 | +3 | 14% | |||
| L•• E••••••••• L•• BD affiliated | Vestal, Ny | 7 | 1 | 1 | 0 | 14% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Olympia, Wa | 7 | 0 | 1 | -1 | 14% | |||
| S••••••• A•••• M••••••••• L•• state registered | Wallingford, Ct · principal | 7 | 3 | 1 | +2 | 14% | |||
| E••••• J•••• national BD | Los Altos, Ca | 7 | 1 | 1 | 0 | 14% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Tyler, Tx | 7 | 1 | 1 | 0 | 14% | |||
| B••• F•••••••• independent RIA | Charlotte, Nc · principal | 7 | 2 | 1 | +1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Opelika, Al | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Harrisburg, Pa | 7 | 0 | 1 | -1 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Herndon, Va | 7 | 1 | 1 | 0 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Belmont, Nc | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Ooltewah, Tn | 7 | 0 | 1 | -1 | 14% | |||
| S••• BD affiliated | Redondo Beach, Ca | 7 | 1 | 1 | 0 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Hopkins, Mn | 7 | 0 | 1 | -1 | 14% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Newport Beach, Ca | 7 | 2 | 1 | +1 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Garland, Tx | 7 | 1 | 1 | 0 | 14% | |||
| P•••••••• A••••••• national BD | Lake Worth, Fl | 7 | 0 | 1 | -1 | 14% | |||
| T•• I••••••••• C•••••• C•••••• independent RIA | Las Vegas, Nv · principal | 7 | 1 | 1 | 0 | 14% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Sylvania, Oh | 7 | 0 | 1 | -1 | 14% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Wauwatosa, Wi | 7 | 0 | 1 | -1 | 14% | |||
| H••• S••••••••• •••• I••• BD affiliated | Scarsdale, Ny | 7 | 1 | 1 | 0 | 14% | |||
| B••••••••• F•••••••• M••••••••• ••• L•• independent RIA | Orlando, Fl · principal | 7 | 0 | 1 | -1 | 14% | |||
| K•••••• A•••• M••••••••• L•• other | Green Bay, Wi · principal | 7 | 0 | 1 | -1 | 14% | |||
| J••••• M••••••••• S•••• L•• BD affiliated | Alexandria, Va | 7 | 2 | 1 | +1 | 14% | |||
| S•••••••• A••••••• L•• national BD | Wilmington, Ma | 7 | 1 | 1 | 0 | 14% | |||
| C••••••• I••••••••• C•••••• independent RIA | Stamford, Ct | 7 | 0 | 1 | -1 | 14% | |||
| H••••••• F•••••••• L•• independent RIA | Gainesville, Va · principal | 7 | 2 | 1 | +1 | 14% | |||
| T•• L•••• A••••••• G•••• independent RIA | Suwanee, Ga · principal | 7 | 1 | 1 | 0 | 14% | |||
| M••••• S•••••• wirehouse | American Fork, Ut | 7 | 0 | 1 | -1 | 14% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Simi Valley, Ca | 7 | 0 | 1 | -1 | 14% | |||
| C••• I••••••••• A••••••• S•••••••• L•• institutional | Kansas City, Mo | 7 | 2 | 1 | +1 | 14% | |||
| C••••• P••••••• L•• independent RIA | Pasadena, Ca | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Laguna Hills, Ca | 7 | 0 | 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.