DFX Intelligence
Offices
Where advisors are leaving, and where they are arriving
An 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.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC independent RIA | Dallas, Tx · principal | 62 | 15 | 5 | +10 | 8.1% | |||
| EDWARD JONES national BD | Colorado Springs, Co | 61 | 6 | 5 | +1 | 8.2% | 1 | ||
| OSAIC INSTITUTIONS, INC. BD affiliated | Meriden, Ct · principal | 60 | 8 | 5 | +3 | 8.3% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Albuquerque, Nm | 59 | 9 | 5 | +4 | 8.5% | 1 | 1 | |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Richmond, Va | 59 | 3 | 5 | -2 | 8.5% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Rochester, Ny | 56 | 2 | 5 | -3 | 8.9% | 1 | ||
| E•••••••• A•••••••• L•• national BD | Independence, Oh | 55 | 16 | 5 | +11 | 9.1% | 1 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Indianapolis, In | 50 | 1 | 5 | -4 | 10% | 1 | ||
| W•••• F•••• A••••••• wirehouse | The Woodlands, Tx | 48 | 6 | 5 | +1 | 10% | 1 | ||
| F•••••• F•••••••• A•••••••• L•• BD affiliated | Miami Lakes, Fl | 47 | 18 | 5 | +13 | 11% | 1 | ||
| I•••••• A•••••••• I••• asset manager | Atlanta, Ga · principal | 45 | 6 | 5 | +1 | 11% | |||
| P•• A••••••• S•••••••• L•• independent RIA | Albany, Ny · principal | 45 | 4 | 5 | -1 | 11% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Hunt Valley, Md | 45 | 2 | 5 | -3 | 11% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Houston, Tx | 43 | 8 | 5 | +3 | 12% | |||
| M••• W••••• independent RIA | Denver, Co · principal | 42 | 8 | 5 | +3 | 12% | 1 | ||
| A•••• A••••••••• S••••••••• L•• independent RIA | Farmington, Mi · principal | 40 | 4 | 5 | -1 | 13% | 1 | ||
| L•• E••••••••• L•• BD affiliated | Charlotte, Nc | 37 | 9 | 5 | +4 | 14% | |||
| L•• F•••••••• L•• BD affiliated | Lafayette, La | 37 | 4 | 5 | -1 | 14% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Charlottesville, Va | 36 | 5 | 5 | 0 | 14% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Wall, Nj | 36 | 5 | 5 | 0 | 14% | |||
| C•••••• S••••• • C••• I••• national BD | Dallas, Tx | 35 | 7 | 5 | +2 | 14% | 1 | ||
| L•• E••••••••• L•• BD affiliated | Wauwatosa, Wi | 34 | 3 | 5 | -2 | 15% | |||
| I••••• F•••••••• independent RIA | Houston, Tx · principal | 34 | 1 | 5 | -4 | 15% | 1 | ||
| E•••••••• A•••••••• L•• national BD | San Antonio, Tx | 33 | 6 | 5 | +1 | 15% | 1 | ||
| U•• A•••• M••••••••• ••••••••• L•• mixed wealth | New York, Ny · principal | 32 | 9 | 5 | +4 | 16% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | San Antonio, Tx | 31 | 0 | 5 | -5 | 16% | |||
| R•••• A•••••••• L•• independent RIA | Mclean, Va · principal | 30 | 18 | 5 | +13 | 17% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | New Orleans, La | 29 | 3 | 5 | -2 | 17% | 1 | ||
| C• P••••••• C••• independent RIA | Portland, Or · principal | 29 | 4 | 5 | -1 | 17% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Rochester, Ny | 28 | 1 | 5 | -4 | 18% | |||
| B••••• T•••• independent RIA | Morristown, Nj · principal | 28 | 7 | 5 | +2 | 18% | 1 | ||
| T••••• A••••••• S•••••••• I••• BD affiliated | Alpharetta, Ga | 26 | 2 | 5 | -3 | 19% | 1 | ||
| M••••••••• I••••••••• M••••••••• L•• mixed wealth | Chicago, Il · principal | 25 | 1 | 5 | -4 | 20% | |||
| W•••• F•••• A••••••• wirehouse | Naperville, Il | 25 | 2 | 5 | -3 | 20% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Edmond, Ok | 24 | 3 | 5 | -2 | 21% | 1 | 1 | |
| D•• W••••• M••••••••• independent RIA | Scottsdale, Az · principal | 24 | 7 | 5 | +2 | 21% | |||
| W•••• F•••• A••••••• wirehouse | Brentwood, Tn | 23 | 3 | 5 | -2 | 22% | |||
| W•••• F•••• A••••••• wirehouse | Bee Cave, Tx | 22 | 1 | 5 | -4 | 23% | 1 | ||
| F•••••••• S••••••• A••••••• I•• independent RIA | Virginia Beach, Va · principal | 22 | 3 | 5 | -2 | 23% | 1 | ||
| F••••••••• C•••••• independent RIA | Las Vegas, Nv · principal | 21 | 5 | 5 | 0 | 24% | |||
| E•••••••• A•••••••• L•• national BD | Franklin, Tn | 21 | 5 | 5 | 0 | 24% | |||
| E•••••••• A•••••••• L•• national BD | Woodland Hills, Ca | 21 | 5 | 5 | 0 | 24% | |||
| A•••• W••••• A•••••••• L•• BD affiliated | Chicago, Il · principal | 21 | 3 | 5 | -2 | 24% | 2 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Saratoga Springs, Ny | 19 | 0 | 5 | -5 | 26% | 1 | ||
| F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Pasadena, Ca | 18 | 4 | 5 | -1 | 28% | 2 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Hoboken, Nj | 18 | 2 | 5 | -3 | 28% | |||
| G•••• L•••• A•••••••• L•• other | Chicago, Il · principal | 18 | 18 | 5 | +13 | 28% | |||
| T•••• A••••••• G•••• L•• independent RIA | Birmingham, Al · principal | 17 | 0 | 5 | -5 | 29% | 1 | ||
| C••••• I••••••••• A••••••• L•• BD affiliated | Raleigh, Nc | 16 | 0 | 5 | -5 | 31% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Plano, Tx | 14 | 1 | 5 | -4 | 36% | 1 | ||
| U•• F•••••••• S•••••••• I••• independent RIA | Kansas City, Mo · principal | 13 | 2 | 5 | -3 | 38% | 3 | ||
| T•• G•••• L•• state registered | Houston, Tx · principal | 12 | 5 | 5 | 0 | 42% | |||
| C•••• C•••• F•••••••• M••••••••• L•• independent RIA | Meridian, Id | 12 | 1 | 5 | -4 | 42% | 1 | ||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Lombard, Il | 12 | 0 | 5 | -5 | 42% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Southfield, Mi | 11 | 1 | 5 | -4 | 45% | 1 | ||
| R••• N•••• C•••••• I••••••••• A••••••• independent RIA | Braintree, Ma · principal | 11 | 11 | 5 | +6 | 45% | |||
| L•• F•••••••• L•• BD affiliated | Moline, Il | 11 | 1 | 5 | -4 | 45% | 1 | ||
| G•••••• H••••• A•••••••• I••• independent RIA | Houston, Tx · principal | 10 | 6 | 5 | +1 | 50% | |||
| O•••• W•••••• I••• BD affiliated | Erie, Pa | 9 | 1 | 5 | -4 | 56% | 1 | ||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Issaquah, Wa | 8 | 1 | 5 | -4 | 63% | 1 |
22,747 offices match.
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.