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 |
|---|---|---|---|---|---|---|---|---|---|
| BLUE WATER ASSET MANAGEMENT independent RIA | Grand Rapids, Mi · principal | 7 | 0 | 1 | -1 | 14% | |||
| ENVISION FINANCIAL PLANNING, LLC independent RIA | Memphis, Tn · principal | 7 | 2 | 1 | +1 | 14% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Richmond, Va | 7 | 2 | 1 | +1 | 14% | |||
| A••• W•••••• L•• independent RIA | Portsmouth, Nh · principal | 7 | 2 | 1 | +1 | 14% | |||
| P••••••• G••••• I•••••••• L•• institutional | Orinda, Ca · principal | 7 | 1 | 1 | 0 | 14% | |||
| K•• I••••••••• S••••••• L•• BD affiliated | Pittsburgh, Pa | 7 | 1 | 1 | 0 | 14% | |||
| N••••••• A••••••• independent RIA | Radnor, Pa · principal | 7 | 0 | 1 | -1 | 14% | |||
| J•••••• • C••• L•• state registered | New Orleans, La · principal | 7 | 2 | 1 | +1 | 14% | |||
| N••••••• F••••••••• I••• independent RIA | Bettendorf, Ia · principal | 7 | 2 | 1 | +1 | 14% | |||
| E••••• J•••• national BD | Seal Beach, Ca | 7 | 1 | 1 | 0 | 14% | |||
| P••••••• I• F•••••••• P•••••••• L•• independent RIA | Salem, Va · principal | 7 | 1 | 1 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Bowling Green, Ky | 7 | 0 | 1 | -1 | 14% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Fresno, Ca | 7 | 1 | 1 | 0 | 14% | |||
| A•••• W••••• A•••••••• L•• independent RIA | Atlanta, Ga · principal | 7 | 0 | 1 | -1 | 14% | |||
| M•••••• A•••••••• L•• other | San Francisco, Ca · principal | 7 | 4 | 1 | +3 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wichita Falls, Tx | 7 | 0 | 1 | -1 | 14% | |||
| C•••••• W••••• M••••••••• L•• independent RIA | Coral Gables, Fl | 7 | 1 | 1 | 0 | 14% | |||
| S•••• I••••• S••••••••• L•• independent RIA | Watkinsville, Ga | 7 | 1 | 1 | 0 | 14% | |||
| W•••• F•••• A••••••• wirehouse | Staten Island, Ny | 7 | 0 | 1 | -1 | 14% | 1 | ||
| S••••••• C•••••• P••••••• I••• asset manager | Austin, Tx · principal | 7 | 0 | 1 | -1 | 14% | |||
| A•••• F•••••••• W••••• M••••••••• L•• independent RIA | Ashburn, Va · principal | 7 | 2 | 1 | +1 | 14% | |||
| D••••• P••• L•• independent RIA | D•••••, Co · principal | 7 | 0 | 1 | -1 | 14% | |||
| C•••• A••••••• L•• asset manager | San Francisco, Ca · principal | 7 | 4 | 1 | +3 | 14% | |||
| S•••••••• W••••• M••••••••• independent RIA | Traverse City, Mi · principal | 7 | 0 | 1 | -1 | 14% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Fairfield, Ca | 7 | 2 | 1 | +1 | 14% | |||
| E•••••• F•••••••• E•••••• independent RIA | Alexandria, Va | 7 | 1 | 1 | 0 | 14% | |||
| S•••••• W••••• P•••••••• L•• BD affiliated | New Orleans, La | 7 | 0 | 1 | -1 | 14% | |||
| M•• S••••••••• L•• no RAUM | New York, Ny · principal | 7 | 2 | 1 | +1 | 14% | |||
| B•••••••• • B•••••••• F•••••••• A••••••• I••• independent RIA | San Luis Obispo, Ca · principal | 7 | 0 | 1 | -1 | 14% | |||
| O••••••••• S••••••••• I••• BD affiliated | Tampa, Fl | 7 | 1 | 1 | 0 | 14% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Saint Augustine, Fl | 7 | 0 | 1 | -1 | 14% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Cary, Nc | 7 | 3 | 1 | +2 | 14% | |||
| T••••••• C•••••• M••••••••• I••• mixed wealth | Laguna Hills, Ca · principal | 7 | 0 | 1 | -1 | 14% | |||
| W••••••••• independent RIA | Ramona, Ca | 7 | 0 | 1 | -1 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | The Villages, Fl | 7 | 1 | 1 | 0 | 14% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Middleton, Wi | 7 | 0 | 1 | -1 | 14% | |||
| C•••••• S••••• • C••• I••• national BD | Ann Arbor, Mi | 7 | 1 | 1 | 0 | 14% | |||
| I••••••••• A•••••• A•••••••• L•• independent RIA | Raleigh, Nc | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Abilene, Tx | 7 | 0 | 1 | -1 | 14% | |||
| T•••••••• P••••••• F•••••••• L•• mixed wealth | Columbia, Md · principal | 7 | 0 | 1 | -1 | 14% | |||
| E•••••••• A•••••••• L•• national BD | Edmond, Ok | 7 | 1 | 1 | 0 | 14% | |||
| C••••• W••••• independent RIA | La Jolla, Ca · principal | 7 | 0 | 1 | -1 | 14% | |||
| M•••••• F•••••••• G•••• independent RIA | Normal, Il · principal | 7 | 3 | 1 | +2 | 14% | |||
| E••••• J•••• national BD | Frankfort, Il | 7 | 1 | 1 | 0 | 14% | |||
| R•• O•• F•••••••• G•••• independent RIA | Towson, Md · principal | 7 | 1 | 1 | 0 | 14% | |||
| S•• BD affiliated | Colorado Springs, Co | 7 | 1 | 1 | 0 | 14% | |||
| D•••••••• A••••••• S•••••••• L•• BD affiliated | Sandy, Ut | 7 | 0 | 1 | -1 | 14% | |||
| W•••• A••••••• independent RIA | Charlotte, Nc · principal | 7 | 2 | 1 | +1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Bettendorf, Ia | 7 | 1 | 1 | 0 | 14% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Lansdale, Pa | 7 | 0 | 1 | -1 | 14% | |||
| C••••••••• I••••••••• A•••••••• L•• independent RIA | Scottsdale, Az | 7 | 1 | 1 | 0 | 14% | |||
| R•• I••••••••• L•• independent RIA | Overland Park, Ks · principal | 7 | 3 | 1 | +2 | 14% | |||
| C••• C••••••• L•• independent RIA | Oakbrook Terrace, Il | 7 | 2 | 1 | +1 | 14% | |||
| H•••••••• A•••••••• L•• BD affiliated | Harrison, Ny | 7 | 2 | 1 | +1 | 14% | |||
| V••••••• A••••••• L•• mixed wealth | New York, Ny · principal | 7 | 1 | 1 | 0 | 14% | |||
| C••••• A••••••• I•• independent RIA | New York, Ny · principal | 7 | 0 | 1 | -1 | 14% | |||
| R•• C•••••• M••••••• L•• national BD | Novato, Ca | 7 | 0 | 1 | -1 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Aurora, Co | 7 | 2 | 1 | +1 | 14% | |||
| C•••••• A••••••• BD affiliated | Bethlehem, Pa | 7 | 0 | 1 | -1 | 14% | |||
| H•••••• T••••••• • K•••• L•• independent RIA | Houston, Tx | 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.