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 |
|---|---|---|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES independent RIA | Portland, Or | 6 | 2 | 1 | +1 | 17% | |||
| HSBC SECURITIES (USA) INC. BD affiliated | Washington Dc, Dc | 6 | 2 | 1 | +1 | 17% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | Greenville, Sc | 6 | 2 | 1 | +1 | 17% | |||
| C••••••••• S••••••••• C•••••• I•• independent RIA | Jenison, Mi | 6 | 0 | 1 | -1 | 17% | 1 | ||
| B•••••• H•••• P•••••• W•••••• L•• independent RIA | B•••••• H••••, Ca · principal | 6 | 0 | 1 | -1 | 17% | |||
| H•••••• I••••••••• I••• independent RIA | Kalamazoo, Mi | 6 | 0 | 1 | -1 | 17% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Orlando, Fl | 6 | 3 | 1 | +2 | 17% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Centerville, Oh | 6 | 1 | 1 | 0 | 17% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Raleigh, Nc | 6 | 0 | 1 | -1 | 17% | |||
| B•• F•••••••• A••••••• BD affiliated | Denver, Co | 6 | 2 | 1 | +1 | 17% | |||
| F••••••••• I••••••••• A••••••• L•• independent RIA | Zelienople, Pa | 6 | 0 | 1 | -1 | 17% | |||
| S••••• A••••••• I••• BD affiliated | Franklin, Tn | 6 | 1 | 1 | 0 | 17% | |||
| P•• A••••••• independent RIA | Tempe, Az | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Manchester, Ct | 6 | 1 | 1 | 0 | 17% | |||
| G••••• R••••••••• P••••••• L•• institutional | Walnut Creek, Ca | 6 | 1 | 1 | 0 | 17% | |||
| W••••••••• A•••• M••••••••• L•• independent RIA | Springfield, Mo · principal | 6 | 0 | 1 | -1 | 17% | |||
| H••••••••• F•••••••• A••••••• BD affiliated | Charlotte, Nc | 6 | 0 | 1 | -1 | 17% | |||
| C••••• A••••••• mixed wealth | Laredo, Tx · principal | 6 | 0 | 1 | -1 | 17% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Orlando, Fl | 6 | 0 | 1 | -1 | 17% | |||
| O•••• W•••••• I••• BD affiliated | Livermore, Ca | 6 | 0 | 1 | -1 | 17% | 1 | ||
| A••••• C•••••• L•• independent RIA | Fort Lauderdale, Fl · principal | 6 | 1 | 1 | 0 | 17% | |||
| T••••••••• F•••••••• A•••••••• L•• BD affiliated | Stillwater, Ok | 6 | 2 | 1 | +1 | 17% | |||
| T•••• W••••• G•••• L•• independent RIA | Murray, Ut · principal | 6 | 1 | 1 | 0 | 17% | |||
| A•••••• W••••• M••••••••• L•• independent RIA | Santa Monica, Ca · principal | 6 | 0 | 1 | -1 | 17% | |||
| U••••• I••••••••• C••••••••• mixed wealth | San Antonio, Tx | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Daly City, Ca | 6 | 1 | 1 | 0 | 17% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Columbia, Tn | 6 | 1 | 1 | 0 | 17% | |||
| A••••••• S••••••• N•••••• independent RIA | Tampa, Fl | 6 | 0 | 1 | -1 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Van Buren, Ar | 6 | 2 | 1 | +1 | 17% | |||
| L••••• I••••••••• S••••••••• L•• state registered | Metairie, La · principal | 6 | 1 | 1 | 0 | 17% | |||
| C•••••• I••••••••• A•••••••• L•• independent RIA | Greenwood Village, Co | 6 | 0 | 1 | -1 | 17% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Aventura, Fl | 6 | 0 | 1 | -1 | 17% | |||
| P•••••• A•••••• G••••• L•• BD affiliated | Lansing, Mi | 6 | 2 | 1 | +1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Lebanon, Pa | 6 | 0 | 1 | -1 | 17% | |||
| K••••• P•••••• W••••• S•••••••• L•• BD affiliated | Brea, Ca | 6 | 0 | 1 | -1 | 17% | |||
| W••••••••• C•••••• M••••••••• L•• independent RIA | Louisville, Ky · principal | 6 | 3 | 1 | +2 | 17% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Castle Rock, Co | 6 | 1 | 1 | 0 | 17% | |||
| S••••• F•••••••• A••••••• L•• independent RIA | Rochester, Ny · principal | 6 | 1 | 1 | 0 | 17% | |||
| B••••••••• P••••••• independent RIA | Palm Beach Gardens, Fl | 6 | 2 | 1 | +1 | 17% | |||
| V•••••• W••••• M••••••••• L•• independent RIA | San Mateo, Ca · principal | 6 | 0 | 1 | -1 | 17% | |||
| A•••• C•••••• F••••• O•••••• L•• independent RIA | Greenwood Village, Co · principal | 6 | 1 | 1 | 0 | 17% | |||
| W••••••• F•••••••• A•••••••• I••• independent RIA | Chapel Hill, Nc · principal | 6 | 1 | 1 | 0 | 17% | |||
| M•••• F•••••••• G••••• L•• independent RIA | Guilford, Ct · principal | 6 | 0 | 1 | -1 | 17% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Wayne, Pa | 6 | 1 | 1 | 0 | 17% | |||
| M••••• S•••••• wirehouse | Lawton, Ok | 6 | 0 | 1 | -1 | 17% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated | Arden Hills, Mn | 6 | 0 | 1 | -1 | 17% | |||
| M••••• S•••••• wirehouse | Houma, La | 6 | 0 | 1 | -1 | 17% | 1 | ||
| A••••••• A••••••• S•••••••• L•• BD affiliated | Phoenixville, Pa | 6 | 0 | 1 | -1 | 17% | |||
| M••••• S•••••• wirehouse | Fayetteville, Nc | 6 | 0 | 1 | -1 | 17% | |||
| M••••• S•••••• wirehouse | Appleton, Wi | 6 | 0 | 1 | -1 | 17% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Tomball, Tx | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Garland, Tx | 6 | 0 | 1 | -1 | 17% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Tempe, Az | 6 | 0 | 1 | -1 | 17% | |||
| T••••••• I••••••••• M••••••••• I••• BD affiliated | Menasha, Wi | 6 | 0 | 1 | -1 | 17% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Neptune Beach, Fl | 6 | 1 | 1 | 0 | 17% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Munster, In | 6 | 1 | 1 | 0 | 17% | |||
| N•••••••• P•••••••• L•• independent RIA | Deer Park, Il | 6 | 0 | 1 | -1 | 17% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Englewood, Co | 6 | 3 | 1 | +2 | 17% | |||
| N•••••••• B••••• B• L•• no RAUM | Hoboken, Nj | 6 | 0 | 1 | -1 | 17% | |||
| B••••••• F• E•••••• • C••••••• I••••••••• BD affiliated | Decatur, Il | 6 | 0 | 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.