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 |
|---|---|---|---|---|---|---|---|---|---|
| AVIANCE CAPITAL PARTNERS LLC independent RIA | Naples, Fl · principal | 6 | 0 | 1 | -1 | 17% | |||
| LPL FINANCIAL LLC BD affiliated | Brevard, Nc | 6 | 1 | 1 | 0 | 17% | |||
| U.S. BANCORP ADVISORS, LLC BD affiliated | Torrance, Ca | 6 | 4 | 1 | +3 | 17% | |||
| S•••••• R••••••••• A•••••••• L•• independent RIA | St Louis Park, Mn · principal | 6 | 3 | 1 | +2 | 17% | |||
| L••••••••• A••••••• independent RIA | Denver, Co · principal | 6 | 0 | 1 | -1 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Victoria, Tx | 6 | 0 | 1 | -1 | 17% | |||
| N•••••••• B••••• B• L•• no RAUM | Stamford, Ct | 6 | 1 | 1 | 0 | 17% | |||
| E••••••• I••••••••• P••••••• L•• other | Beverly, Ma · principal | 6 | 2 | 1 | +1 | 17% | |||
| B•••••••• A•••• M••••••••• L•• independent RIA | Greenville, Sc | 6 | 2 | 1 | +1 | 17% | |||
| U••••• C•••••• F•••••••• A••••••• independent RIA | The Woodlands, Tx | 6 | 1 | 1 | 0 | 17% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | York, Pa | 6 | 0 | 1 | -1 | 17% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Metairie, La | 6 | 0 | 1 | -1 | 17% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Laguna Niguel, Ca | 6 | 0 | 1 | -1 | 17% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Lafayette, La | 6 | 0 | 1 | -1 | 17% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Centennial, Co | 6 | 1 | 1 | 0 | 17% | |||
| E•••••••• A•••••••• L•• national BD | Seattle, Wa | 6 | 1 | 1 | 0 | 17% | |||
| W••••••• M••••••••• C••• other | Houston, Tx | 6 | 0 | 1 | -1 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | South Milwaukee, Wi | 6 | 1 | 1 | 0 | 17% | |||
| B••••••••• independent RIA | Southlake, Tx | 6 | 1 | 1 | 0 | 17% | |||
| C••••••••• F•••••••• N•••••• national BD | Colorado Springs, Co | 6 | 0 | 1 | -1 | 17% | |||
| N••••••••• A•••• M••••••••• L•• independent RIA | Stamford, Ct · principal | 6 | 6 | 1 | +5 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Biloxi, Ms | 6 | 1 | 1 | 0 | 17% | |||
| I•• W••••• independent RIA | Atlanta, Ga · principal | 6 | 0 | 1 | -1 | 17% | |||
| O•••• W•••••• I••• BD affiliated | Eagle, Id | 6 | 1 | 1 | 0 | 17% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Ft Lauderdale, Fl | 6 | 0 | 1 | -1 | 17% | |||
| G•• S••••••••• I••• BD affiliated | Bordentown, Nj | 6 | 0 | 1 | -1 | 17% | |||
| S•••••••• L•• independent RIA | San Mateo, Ca | 6 | 0 | 1 | -1 | 17% | |||
| L•••••• I••••••••• independent RIA | Chicago, Il | 6 | 1 | 1 | 0 | 17% | 1 | ||
| J••• M••••• S••••••••• L•• wirehouse | Los Altos, Ca | 6 | 1 | 1 | 0 | 17% | |||
| P•••• C•••••• M••••••••• L•• asset manager | Boca Raton, Fl · principal | 6 | 0 | 1 | -1 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | West Palm Beach, Fl | 6 | 2 | 1 | +1 | 17% | 1 | ||
| G•••••••• W••••• M••••••••• L•• independent RIA | Abington, Pa · principal | 6 | 1 | 1 | 0 | 17% | |||
| H••••••••• F•••••••• independent RIA | Pittsburgh, Pa · principal | 6 | 0 | 1 | -1 | 17% | |||
| H••••••• W••••• M••••••••• independent RIA | Houston, Tx · principal | 6 | 2 | 1 | +1 | 17% | |||
| B•• W••••• S••••••••• independent RIA | Vestavia, Al · principal | 6 | 0 | 1 | -1 | 17% | |||
| B••••• P••••• A•••••••• L•• independent RIA | Los Angeles, Ca | 6 | 1 | 1 | 0 | 17% | |||
| W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated | Brentwood, Tn | 6 | 2 | 1 | +1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Camarillo, Ca | 6 | 1 | 1 | 0 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Deerfield Beach, Fl | 6 | 2 | 1 | +1 | 17% | |||
| L•••••• W••••• M••••••••• L•• independent RIA | New York, Ny · principal | 6 | 0 | 1 | -1 | 17% | |||
| E•••••• A••••••• G••••• L•• BD affiliated | Olathe, Ks | 6 | 4 | 1 | +3 | 17% | |||
| W••••• I••••••••• C•••••• I•• other | Gainesville, Ga · principal | 6 | 0 | 1 | -1 | 17% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Ocala, Fl | 6 | 4 | 1 | +3 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Manalapan, Nj | 6 | 0 | 1 | -1 | 17% | |||
| J••• M••••• S••••••••• L•• wirehouse | Richmond, Va | 6 | 2 | 1 | +1 | 17% | 1 | ||
| A••••• W••••• A•••••••• I••• state registered | Indianapolis, In · principal | 6 | 0 | 1 | -1 | 17% | |||
| E•••• S••••••••• L•• BD affiliated | Fort Worth, Tx | 6 | 2 | 1 | +1 | 17% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Franklin, Tn | 6 | 0 | 1 | -1 | 17% | |||
| W•••• F•••• A••••••• wirehouse | Fairfield, Ct | 6 | 1 | 1 | 0 | 17% | |||
| A•••••••• C•••••• L•• independent RIA | Denver, Co | 6 | 5 | 1 | +4 | 17% | |||
| C•••••• R••••••• • C••••••••• L•• institutional | Pasadena, Ca · principal | 6 | 1 | 1 | 0 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Glen Rock, Nj | 6 | 0 | 1 | -1 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Visalia, Ca | 6 | 0 | 1 | -1 | 17% | 1 | ||
| G••••••• I••••••••• M••••••••• L• mixed wealth | Philadelphia, Pa · principal | 6 | 0 | 1 | -1 | 17% | |||
| W•••• L••••••••• I••••••••• M••••••••• I••• independent RIA | Bedford, Ma | 6 | 2 | 1 | +1 | 17% | |||
| T••••••••• R••••••••• A•••••••• L•• BD affiliated | Minneapolis, Mn | 6 | 0 | 1 | -1 | 17% | |||
| T•• F•••••••• A••••••• independent RIA | Radnor, Pa · principal | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Chagrin Falls, Oh | 6 | 1 | 1 | 0 | 17% | |||
| G•••• S••••• A•••• M••••••••• I•• independent RIA | Canonsburg, Pa · principal | 6 | 0 | 1 | -1 | 17% | |||
| M•••• F•••••••• A••••••• BD affiliated | Frisco, Tx | 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.