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 |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD JONES national BD | Mukilteo, Wa | 6 | 0 | 1 | -1 | 17% | |||
| STIFEL, NICOLAUS & COMPANY, INCORPORATED national BD | Pueblo, Co | 6 | 1 | 1 | 0 | 17% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Arvada, Co | 6 | 4 | 1 | +3 | 17% | |||
| E••••• J•••• national BD | Jacksonville, Il | 6 | 0 | 1 | -1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Delaware, Oh | 6 | 1 | 1 | 0 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Denton, Tx | 6 | 2 | 1 | +1 | 17% | |||
| E••••• J•••• national BD | Monroe, Nc | 6 | 0 | 1 | -1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Fayetteville, Ny | 6 | 1 | 1 | 0 | 17% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Freehold, Nj | 6 | 2 | 1 | +1 | 17% | 1 | ||
| E••••• J•••• national BD | Gillette, Wy | 6 | 0 | 1 | -1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Hilliard, Oh | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Elko, Nv | 6 | 0 | 1 | -1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Lakeway, Tx | 6 | 1 | 1 | 0 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Lakewood, Nj | 6 | 2 | 1 | +1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Morris Plains, Nj | 6 | 1 | 1 | 0 | 17% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Palm Desert, Ca | 6 | 1 | 1 | 0 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Prescott, Az | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Buffalo Grove, Il | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Brooklyn, Ny | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Bellefontaine, Oh | 6 | 1 | 1 | 0 | 17% | |||
| C••••••••• F•••••••• N•••••• national BD | Auburn, Ma | 6 | 1 | 1 | 0 | 17% | |||
| E••••• J•••• national BD | Bel Air, Md | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Athens, Tx | 6 | 1 | 1 | 0 | 17% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | North Canton, Oh | 6 | 0 | 1 | -1 | 17% | |||
| C••••••••• F•••••••• N•••••• national BD | Gig Harbor, Wa | 6 | 1 | 1 | 0 | 17% | |||
| C••••••••• F•••••••• N•••••• national BD | Honolulu, Hi | 6 | 0 | 1 | -1 | 17% | |||
| C••••••••• F•••••••• N•••••• national BD | Lacey, Wa | 6 | 0 | 1 | -1 | 17% | 1 | ||
| G•••••••• W••••• P••••••• BD affiliated | Melville, Ny | 6 | 0 | 1 | -1 | 17% | |||
| C••••••••• F•••••••• N•••••• national BD | Silverdale, Wa | 6 | 2 | 1 | +1 | 17% | |||
| O•••• W•••••• I••• BD affiliated | Totowa, Nj | 6 | 1 | 1 | 0 | 17% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Elkhorn, Ne | 6 | 0 | 1 | -1 | 17% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Mt Vernon, Wa | 6 | 0 | 1 | -1 | 17% | |||
| O•••• W•••••• I••• BD affiliated | Newport News, Va | 6 | 0 | 1 | -1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | La Grange, Il | 6 | 0 | 1 | -1 | 17% | |||
| O•••• W•••••• I••• BD affiliated | Mesa, Az | 6 | 0 | 1 | -1 | 17% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Davenport, Ia | 6 | 2 | 1 | +1 | 17% | 1 | ||
| S•••••••• A•••••••• L•• BD affiliated | Paramus, Nj | 6 | 2 | 1 | +1 | 17% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Lexington, Ky | 6 | 0 | 1 | -1 | 17% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Long Island City, Ny | 6 | 1 | 1 | 0 | 17% | |||
| S•••••• M••••• L•• independent RIA | Houston, Tx · principal | 6 | 1 | 1 | 0 | 17% | |||
| U•• F•••••••• S••••••• I••• wirehouse | New Rochelle, Ny | 6 | 1 | 1 | 0 | 17% | |||
| E•••••• F•••••••• E•••••• independent RIA | Oklahoma City, Ok | 6 | 1 | 1 | 0 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Tigard, Or | 6 | 1 | 1 | 0 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Stillwater, Mn | 6 | 2 | 1 | +1 | 17% | 1 | ||
| P•••••••• A••••••• national BD | Summerville, Sc | 6 | 2 | 1 | +1 | 17% | |||
| L•• E••••••••• L•• BD affiliated | Bentonville, Ar | 6 | 4 | 1 | +3 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Palm Harbor, Fl | 6 | 2 | 1 | +1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Norwalk, Ct | 6 | 1 | 1 | 0 | 17% | |||
| L•• E••••••••• L•• BD affiliated | Wichita, Ks | 6 | 0 | 1 | -1 | 17% | |||
| S•••••••• A••••••• L•• national BD | New Braunfels, Tx | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Morristown, Nj | 6 | 0 | 1 | -1 | 17% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Florence, Sc | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Estero, Fl | 6 | 0 | 1 | -1 | 17% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Ellicott City, Md | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Coronado, Ca | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Corona, Ca | 6 | 0 | 1 | -1 | 17% | |||
| S•••••••• A••••••• L•• national BD | Charlestown, Ma | 6 | 1 | 1 | 0 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Clover, Sc | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Broomfield, Co | 6 | 0 | 1 | -1 | 17% | |||
| P•••••••• A••••••• national BD | Mobile, Al | 6 | 2 | 1 | +1 | 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.