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.
22,757 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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS wirehouse | Lady Lake, Fl | 6 | 1 | 1 | 0 | 17% | |||
| ASSUREDPARTNERS INVESTMENT ADVISORS mixed wealth | Tampa, Fl · principal | 6 | 1 | 1 | 0 | 17% | |||
| LPL FINANCIAL LLC BD affiliated | Romeo, Mi | 6 | 1 | 1 | 0 | 17% | |||
| F••••••• W••••• P••••••• independent RIA | Jacksonville Beach, Fl · principal | 6 | 1 | 1 | 0 | 17% | |||
| C••••• C•••••• A•••••••• L•• independent RIA | Vero Beach, Fl · principal | 6 | 0 | 1 | -1 | 17% | |||
| I•••••• W••••• independent RIA | Cedar Park, Tx · principal | 6 | 2 | 1 | +1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Sewell, Nj | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Sonoma, Ca | 6 | 1 | 1 | 0 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Sonora, Ca | 6 | 0 | 1 | -1 | 17% | |||
| F••••••••• I••••••••• A••••••• L•• independent RIA | Charlotte, Nc | 6 | 2 | 1 | +1 | 17% | |||
| M•••• H••••• W••••• M••••••••• independent RIA | New Orleans, La · principal | 6 | 1 | 1 | 0 | 17% | |||
| I••••••••• W••••• S•••••••• L•• independent RIA | Austin, Tx · principal | 6 | 2 | 1 | +1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Warwick, Ri | 6 | 0 | 1 | -1 | 17% | |||
| P•••••••• W••••• S••••••••• L•• independent RIA | St Louis, Mo | 6 | 1 | 1 | 0 | 17% | |||
| K••••• W•••••• L•• independent RIA | Greenville, Ri | 6 | 6 | 1 | +5 | 17% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Weymouth, Ma | 6 | 0 | 1 | -1 | 17% | |||
| B••••••• F• E•••••• W••••• M••••••••• L•• independent RIA | St Louis, Mo | 6 | 0 | 1 | -1 | 17% | |||
| E•••••••• A•••••••• L•• national BD | Brooklyn, Ny | 6 | 0 | 1 | -1 | 17% | 1 | ||
| R••••••••• C•••••• M••••••••• BD affiliated | Boca Raton, Fl | 6 | 2 | 1 | +1 | 17% | |||
| G•••• P•••••• W••••• M••••••••• independent RIA | Pleasanton, Ca · principal | 6 | 2 | 1 | +1 | 17% | |||
| E•••••••• A•••••••• L•• national BD | Point Pleasant, Nj | 6 | 0 | 1 | -1 | 17% | |||
| A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I••• BD affiliated | Lenexa, Ks | 6 | 1 | 1 | 0 | 17% | |||
| H••••••••• F•••••••• A••••••• BD affiliated | Powell, Oh | 6 | 0 | 1 | -1 | 17% | |||
| S•••••••• A••••••• L•• national BD | Tempe, Az | 6 | 0 | 1 | -1 | 17% | |||
| A••••••• W••••• A••••••• BD affiliated | Metairie, La | 6 | 2 | 1 | +1 | 17% | |||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Ft Lauderdale, Fl | 6 | 3 | 1 | +2 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Hollywood, Fl | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Cottleville, Mo | 6 | 0 | 1 | -1 | 17% | |||
| C•••• B••••• W•••••• L•• independent RIA | New York, Ny · principal | 6 | 2 | 1 | +1 | 17% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Larchmont, Ny | 6 | 0 | 1 | -1 | 17% | 1 | ||
| C•••••••• G••••• M•••••• I••• BD affiliated | Philadelphia, Pa | 6 | 2 | 1 | +1 | 17% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Hoover, Al | 6 | 0 | 1 | -1 | 17% | |||
| S••••••• C•••••• M••••••••• I••• independent RIA | Greenwood Village, Co · principal | 6 | 2 | 1 | +1 | 17% | |||
| A•••• W••••• G••••• L•• independent RIA | Colorado Springs, Co · principal | 6 | 0 | 1 | -1 | 17% | |||
| G•••••• A••••••• G••••• L•• independent RIA | Needham, Ma · principal | 6 | 0 | 1 | -1 | 17% | |||
| I••••••••• W••••• C••••••• L•• independent RIA | Newport Beach, Ca | 6 | 0 | 1 | -1 | 17% | |||
| F•• W••••• M••••••••• L•• independent RIA | Ofallon, Il | 6 | 4 | 1 | +3 | 17% | |||
| S••••••••• W••••• P••••••• independent RIA | Birmingham, Al | 6 | 0 | 1 | -1 | 17% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Marietta, Ga | 6 | 0 | 1 | -1 | 17% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Doral, Fl | 6 | 0 | 1 | -1 | 17% | |||
| K••••• A••••••• S•••••••• L•• BD affiliated | Westwood, Ma | 6 | 6 | 1 | +5 | 17% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | North Attleboro, Ma | 6 | 0 | 1 | -1 | 17% | 1 | ||
| K••••• A••••••• S•••••••• L•• BD affiliated | Marmora, Nj | 6 | 1 | 1 | 0 | 17% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Fort Worth, Tx | 6 | 4 | 1 | +3 | 17% | |||
| A• W••••• M••••••••• L•• BD affiliated | Warwick, Ri | 6 | 1 | 1 | 0 | 17% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Goldsboro, Nc | 6 | 1 | 1 | 0 | 17% | |||
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | Portage, Mi | 6 | 1 | 1 | 0 | 17% | |||
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | Concord, Nh | 6 | 3 | 1 | +2 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Prosper, Tx | 6 | 0 | 1 | -1 | 17% | |||
| A•••• C•••••• independent RIA | Walnut Creek, Ca · principal | 6 | 0 | 1 | -1 | 17% | |||
| C••••••••• F•••••••• N•••••• national BD | Wilmington, De | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Waseca, Mn | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Sumner, Wa | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Springfield, Oh | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Smyrna, Tn | 6 | 0 | 1 | -1 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wilton, Ct | 6 | 0 | 1 | -1 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Woodstock, Ga | 6 | 0 | 1 | -1 | 17% | |||
| I••••••••• F•••••••• G••••• L•• BD affiliated | Sacramento, Ca | 6 | 1 | 1 | 0 | 17% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Cumberland, Md | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | North Augusta, Sc | 6 | 1 | 1 | 0 | 17% |
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.