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 | Burbank, Ca | 5 | 0 | 1 | -1 | 20% | |||
| J.P. MORGAN SECURITIES LLC wirehouse | San Leandro, Ca | 5 | 1 | 1 | 0 | 20% | 1 | ||
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. BD affiliated | Bay City, Mi | 5 | 0 | 1 | -1 | 20% | |||
| M••••••••• S••••••••• T•••••• C•••••• independent RIA | Peoria, Il | 5 | 1 | 1 | 0 | 20% | |||
| D••• I••••••••• independent RIA | Plano, Tx · principal | 5 | 0 | 1 | -1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | San Bruno, Ca | 5 | 0 | 1 | -1 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Cedar Rapids, Ia | 5 | 0 | 1 | -1 | 20% | 1 | ||
| A•••• W••••• A•••••••• L•• independent RIA | Grand Blanc, Mi · principal | 5 | 0 | 1 | -1 | 20% | |||
| I•••••••• independent RIA | Holladay, Ut · principal | 5 | 0 | 1 | -1 | 20% | |||
| E••••• J•••• national BD | Chesterfield, Va | 5 | 0 | 1 | -1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Novato, Ca | 5 | 1 | 1 | 0 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Needham, Ma | 5 | 0 | 1 | -1 | 20% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Worcester, Ma | 5 | 0 | 1 | -1 | 20% | |||
| H•••••••• F•••••••• G•••• independent RIA | Thousand Oaks, Ca · principal | 5 | 1 | 1 | 0 | 20% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Wilmington, Nc | 5 | 0 | 1 | -1 | 20% | |||
| E••••• J•••• national BD | Cordova, Tn | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Milford, De | 5 | 1 | 1 | 0 | 20% | |||
| E••••• J•••• national BD | Huntersville, Nc | 5 | 1 | 1 | 0 | 20% | |||
| P•••••••• P•••••• W•••••• L•• independent RIA | Radnor, Pa · principal | 5 | 2 | 1 | +1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Lake Oswego, Or | 5 | 0 | 1 | -1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Fox Point, Wi | 5 | 1 | 1 | 0 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Fountain Hills, Az | 5 | 2 | 1 | +1 | 20% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Grinnell, Ia | 5 | 0 | 1 | -1 | 20% | 1 | ||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Grand Ledge, Mi | 5 | 1 | 1 | 0 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | El Dorado Hills, Ca | 5 | 2 | 1 | +1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Edina, Mn | 5 | 2 | 1 | +1 | 20% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | East Longmeadow, Ma | 5 | 0 | 1 | -1 | 20% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Cumming, Ga | 5 | 1 | 1 | 0 | 20% | |||
| E••••• J•••• national BD | Green Valley, Az | 5 | 1 | 1 | 0 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Concord, Ca | 5 | 2 | 1 | +1 | 20% | |||
| F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Durham, Nc | 5 | 0 | 1 | -1 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Liberty Twp, Oh | 5 | 0 | 1 | -1 | 20% | |||
| H••••• P••••••• • M••••••••• L•• independent RIA | Shepherdstown, Wv · principal | 5 | 2 | 1 | +1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Castro Valley, Ca | 5 | 0 | 1 | -1 | 20% | |||
| E••••• J•••• national BD | Franklin, Wi | 5 | 0 | 1 | -1 | 20% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Bethesda, Md | 5 | 0 | 1 | -1 | 20% | 1 | ||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Ashburn, Va | 5 | 0 | 1 | -1 | 20% | |||
| V••••••••• A••••••• S••••••• BD affiliated | Irvine, Ca | 5 | 5 | 1 | +4 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Libertyville, Il | 5 | 0 | 1 | -1 | 20% | |||
| C••••• P•••••• W••••• independent RIA | Orlando, Fl · principal | 5 | 3 | 1 | +2 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Cambridge, Ma | 5 | 1 | 1 | 0 | 20% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Wooster, Oh | 5 | 0 | 1 | -1 | 20% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Wausau, Wi | 5 | 1 | 1 | 0 | 20% | |||
| P••••••••• • A• E••••••••• C•••••• independent RIA | Philadelphia, Pa | 5 | 1 | 1 | 0 | 20% | |||
| C•••••• S••••• • C••• I••• national BD | Boerne, Tx | 5 | 0 | 1 | -1 | 20% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Midland, Tx | 5 | 2 | 1 | +1 | 20% | |||
| E••••• J•••• national BD | Leander, Tx | 5 | 0 | 1 | -1 | 20% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Norwalk, Ct | 5 | 1 | 1 | 0 | 20% | |||
| E••••• J•••• national BD | Leominster, Ma | 5 | 0 | 1 | -1 | 20% | |||
| E•••• S••••••••• L•• BD affiliated | Staten Island, Ny | 5 | 1 | 1 | 0 | 20% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Mobile, Al | 5 | 0 | 1 | -1 | 20% | |||
| M•••••••• I••••••••• A•••••••• L•• independent RIA | Naples, Fl · principal | 5 | 0 | 1 | -1 | 20% | |||
| A••••••• F••••• O•••••• L•• independent RIA | Bedford, Nh · principal | 5 | 1 | 1 | 0 | 20% | |||
| C••••••••• P•••••• W••••• L•• former | Slidell, La | 5 | 1 | 1 | 0 | 20% | |||
| E••••• J•••• national BD | Mason, Oh | 5 | 1 | 1 | 0 | 20% | |||
| O•••• W•••••• I••• BD affiliated | San Clemente, Ca | 5 | 0 | 1 | -1 | 20% | |||
| E••••• J•••• national BD | Memphis, Tn | 5 | 1 | 1 | 0 | 20% | |||
| B••••••• W••••• G•••• L•• independent RIA | Westlake, Oh · principal | 5 | 0 | 1 | -1 | 20% | |||
| P•••••••• W••••• M••••••••• L•• independent RIA | Brentwood, Tn · principal | 5 | 0 | 1 | -1 | 20% | |||
| C••••• P••••••• P••••••• independent RIA | Chesterfield, Mo | 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.