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 |
|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC no RAUM | Austin, Tx | 7 | 1 | 1 | 0 | 14% | |||
| TRUIST ADVISORY SERVICES, INC. BD affiliated | Columbus, Ga | 7 | 0 | 1 | -1 | 14% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Pompano Beach, Fl | 7 | 2 | 1 | +1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Hoboken, Nj | 7 | 0 | 1 | -1 | 14% | |||
| E•••• S••••••••• L•• BD affiliated | Horsham, Pa | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Easley, Sc | 7 | 1 | 1 | 0 | 14% | |||
| T••••••• B•••••• A•• R••••••••• A••••••• institutional | Rensselaer, Ny · principal | 7 | 1 | 1 | 0 | 14% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Londonderry, Nh | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Elkhorn, Ne | 7 | 0 | 1 | -1 | 14% | |||
| E•••••••• A•••••••• L•• national BD | Lynchburg, Va | 7 | 1 | 1 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Lawrenceville, Ga | 7 | 0 | 1 | -1 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Auburn Hills, Mi | 7 | 3 | 1 | +2 | 14% | |||
| O•••• I••••••••• I••• BD affiliated | Brooklyn, Ny | 7 | 1 | 1 | 0 | 14% | |||
| E•••• S••••••••• L•• BD affiliated | Wichita, Ks | 7 | 2 | 1 | +1 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Hamilton, Nj | 7 | 0 | 1 | -1 | 14% | |||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Carmel, In | 7 | 0 | 1 | -1 | 14% | |||
| P•••• C•••••• F•••••••• mixed wealth | Hammond, La | 7 | 1 | 1 | 0 | 14% | |||
| S•••••• W••••• M••••••••• I••• independent RIA | Carlsbad, Ca · principal | 7 | 3 | 1 | +2 | 14% | |||
| M•••••• I••••••••• L•• other | Overland Park, Ks | 7 | 0 | 1 | -1 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Canton, Oh | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Chula Vista, Ca | 7 | 0 | 1 | -1 | 14% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Dallas, Tx | 7 | 4 | 1 | +3 | 14% | |||
| S••••••• BD affiliated | Charlotte, Nc | 7 | 2 | 1 | +1 | 14% | |||
| L•• E••••••••• L•• BD affiliated | The Woodlands, Tx | 7 | 1 | 1 | 0 | 14% | |||
| R•• I••••••••• A••••••• independent RIA | West Hartford, Ct · principal | 7 | 0 | 1 | -1 | 14% | |||
| P•••••••• A••••••• national BD | Delmar, Ny | 7 | 1 | 1 | 0 | 14% | |||
| E••••• J•••• national BD | Casper, Wy | 7 | 0 | 1 | -1 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Dearborn, Mi | 7 | 0 | 1 | -1 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | High Point, Nc | 7 | 2 | 1 | +1 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Rancho Palos Verdes, Ca | 7 | 1 | 1 | 0 | 14% | 1 | ||
| M•• I•••••••• S•••••••• L•• BD affiliated | Washington, Dc | 7 | 1 | 1 | 0 | 14% | |||
| P•••••••• S••••••••• I••• BD affiliated | Brentwood, Tn | 7 | 1 | 1 | 0 | 14% | |||
| P•••••••• S••••••••• I••• BD affiliated | Fort Worth, Tx | 7 | 1 | 1 | 0 | 14% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Waukesha, Wi | 7 | 1 | 1 | 0 | 14% | |||
| E•• F•••••••• A••••••• independent RIA | Crown Point, In | 7 | 3 | 1 | +2 | 14% | |||
| M••••••• F•••••••• G•••• independent RIA | Bellevue, Wa · principal | 7 | 2 | 1 | +1 | 14% | |||
| H••••• C•••••• M••••••••• L•• mixed wealth | Garden City, Ny · principal | 7 | 0 | 1 | -1 | 14% | |||
| C••••• A••••••• G•••• independent RIA | Athens, Ga · principal | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Zionsville, In | 7 | 0 | 1 | -1 | 14% | 1 | ||
| T•••• C•••••• B••• P•••••• W••••• A••••••• independent RIA | Austin, Tx | 7 | 0 | 1 | -1 | 14% | |||
| A• W••••• M••••••••• L•• BD affiliated | Peoria, Az | 7 | 4 | 1 | +3 | 14% | |||
| G•••• I•••••••• L•• asset manager | Foster City, Ca | 7 | 1 | 1 | 0 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Green Bay, Wi | 7 | 0 | 1 | -1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Dickinson, Nd | 7 | 1 | 1 | 0 | 14% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Kennesaw, Ga | 7 | 2 | 1 | +1 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Hilliard, Oh | 7 | 1 | 1 | 0 | 14% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Oklahoma City, Ok | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Bowling Green, Ky | 7 | 0 | 1 | -1 | 14% | |||
| E••••• J•••• national BD | Bonney Lake, Wa | 7 | 1 | 1 | 0 | 14% | |||
| L•• F•••••••• L•• BD affiliated | West Linn, Or | 7 | 0 | 1 | -1 | 14% | |||
| R••••••••• A•••••••• L•• mixed wealth | Norwalk, Ct · principal | 7 | 3 | 1 | +2 | 14% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Greenville, Nc | 7 | 0 | 1 | -1 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Larchmont, Ny | 7 | 0 | 1 | -1 | 14% | |||
| R•• C•••••• M••••••• L•• national BD | Eagan, Mn | 7 | 1 | 1 | 0 | 14% | |||
| D•••••• W••••• M••••••••• L•• independent RIA | Williamsville, Ny · principal | 7 | 2 | 1 | +1 | 14% | |||
| W•••••• B•••• • C•••••• L••••• BD affiliated | Denver, Co | 7 | 1 | 1 | 0 | 14% | |||
| J••• M••••• S••••••••• L•• wirehouse | Marina Del Rey, Ca | 7 | 2 | 1 | +1 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Kailua Kona, Hi | 7 | 3 | 1 | +2 | 14% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Winter Garden, Fl | 7 | 1 | 1 | 0 | 14% | |||
| C•••••• S••••• • C••• I••• national BD | Huntersville, Nc | 7 | 1 | 1 | 0 | 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.