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 |
|---|---|---|---|---|---|---|---|---|---|
| MITCHELL CAPITAL MANAGEMENT CO independent RIA | Leawood, Ks · principal | 6 | 1 | 1 | 0 | 17% | |||
| MANNING & NAPIER ADVISORS, LLC mixed wealth | St Petersburg, Fl | 6 | 2 | 1 | +1 | 17% | |||
| CETERA INVESTMENT ADVISERS LLC BD affiliated | Plymouth Meeting, Pa | 6 | 0 | 1 | -1 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Ocala, Fl | 6 | 0 | 1 | -1 | 17% | |||
| L•• F•••••••• L•• BD affiliated | Inverness, Fl | 6 | 0 | 1 | -1 | 17% | |||
| R•• R•••••••• L•• BD affiliated | Irvine, Ca | 6 | 0 | 1 | -1 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Friendswood, Tx | 6 | 0 | 1 | -1 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Frankfort, Il | 6 | 0 | 1 | -1 | 17% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Aurora, Co | 6 | 1 | 1 | 0 | 17% | |||
| N••••••• T•••• S••••••••• I•• BD affiliated | St Petersburg, Fl | 6 | 0 | 1 | -1 | 17% | |||
| E••••• J•••• national BD | Sanford, Fl | 6 | 0 | 1 | -1 | 17% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Birmingham, Mi | 6 | 1 | 1 | 0 | 17% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Aliso Viejo, Ca | 6 | 1 | 1 | 0 | 17% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Duxbury, Ma | 6 | 1 | 1 | 0 | 17% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Findlay, Oh | 6 | 0 | 1 | -1 | 17% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Garland, Tx | 6 | 0 | 1 | -1 | 17% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Grosse Pointe Woods, Mi | 6 | 1 | 1 | 0 | 17% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lakewood, Co | 6 | 1 | 1 | 0 | 17% | |||
| C•••••• S••••• • C••• I••• national BD | Little Rock, Ar | 6 | 0 | 1 | -1 | 17% | |||
| L•••••• I••••••••• independent RIA | Verona, Wi | 6 | 0 | 1 | -1 | 17% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Milton, Ma | 5 | 0 | 1 | -1 | 20% | |||
| B••••• P•••••••• L•• independent RIA | Miami, Fl · principal | 5 | 0 | 1 | -1 | 20% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Edina, Mn | 5 | 0 | 1 | -1 | 20% | |||
| O•••• W•••••• I••• BD affiliated | Pensacola, Fl | 5 | 0 | 1 | -1 | 20% | |||
| R•• C•••••• M••••••• L•• national BD | Roswell, Ga | 5 | 0 | 1 | -1 | 20% | |||
| A••••••• S••••••• N•••••• independent RIA | Lexington, Ky | 5 | 0 | 1 | -1 | 20% | |||
| W•••• F•••• A••••••• wirehouse | Fountain Hills, Az | 5 | 2 | 1 | +1 | 20% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Danvers, Ma | 5 | 0 | 1 | -1 | 20% | |||
| J•• W••••• A•••••••• L•• independent RIA | Doylestown, Pa | 5 | 0 | 1 | -1 | 20% | |||
| I•••• F•••••••• G••••• L•• independent RIA | Ann Arbor, Mi · principal | 5 | 3 | 1 | +2 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Mt Juliet, Tn | 5 | 0 | 1 | -1 | 20% | |||
| W•• B•••••••• S•••••••• I••• BD affiliated | Independence, Oh | 5 | 0 | 1 | -1 | 20% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Hopkins, Mn | 5 | 5 | 1 | +4 | 20% | |||
| O•••• W•••••• I••• BD affiliated | Wesley Chapel, Fl | 5 | 0 | 1 | -1 | 20% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Independence, Oh | 5 | 0 | 1 | -1 | 20% | |||
| C••••••••• F•••••••• N•••••• national BD | Toms River, Nj | 5 | 0 | 1 | -1 | 20% | |||
| O•••• W•••••• I••• BD affiliated | Windsor, Co | 5 | 1 | 1 | 0 | 20% | |||
| O••••••••• • C•• I••• BD affiliated | Virginia Beach, Va | 5 | 0 | 1 | -1 | 20% | |||
| C••••••••• F•••••••• N•••••• national BD | Latham, Ny | 5 | 0 | 1 | -1 | 20% | |||
| W•••• F•••• A••••••• wirehouse | Bourbonnais, Il | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Mint Hill, Nc | 5 | 2 | 1 | +1 | 20% | |||
| C••••••••• F•••••••• N•••••• national BD | Hudson, Oh | 5 | 1 | 1 | 0 | 20% | |||
| W•••• F•••• A••••••• wirehouse | Tomball, Tx | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Howard Beach, Ny | 5 | 1 | 1 | 0 | 20% | |||
| C••••••••• F•••••••• N•••••• national BD | Beaverton, Or | 5 | 0 | 1 | -1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Wooster, Oh | 5 | 0 | 1 | -1 | 20% | |||
| C••••••••• F•••••••• N•••••• national BD | Miami, Fl | 5 | 0 | 1 | -1 | 20% | |||
| N••••••• I••••••••• A••••••• independent RIA | Leawood, Ks · principal | 5 | 0 | 1 | -1 | 20% | |||
| M••••• S•••••• wirehouse | Potsdam, Ny | 5 | 0 | 1 | -1 | 20% | |||
| S••••••••• F•••••••• L•• independent RIA | Fort Worth, Tx · principal | 5 | 0 | 1 | -1 | 20% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Latham, Ny | 5 | 1 | 1 | 0 | 20% | 1 | ||
| E•••••• A••••••• G••••• L•• BD affiliated | Hartford, Ct | 5 | 2 | 1 | +1 | 20% | |||
| E••••• J•••• national BD | Berlin, Nh | 5 | 0 | 1 | -1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Westport, Ct | 5 | 1 | 1 | 0 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | West Hills, Ca | 5 | 1 | 1 | 0 | 20% | |||
| I•••••••• A•••••••• L•• BD affiliated | Cedar Rapids, Ia | 5 | 4 | 1 | +3 | 20% | |||
| F••••••• F•••••••• S••••••••• L•• independent RIA | Brighton, Mi | 5 | 0 | 1 | -1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Tyler, Tx | 5 | 2 | 1 | +1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Thousand Oaks, Ca | 5 | 1 | 1 | 0 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Stamford, Ct | 5 | 0 | 1 | -1 | 20% |
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.