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 | Murrells Inlet, Sc | 5 | 0 | 1 | -1 | 20% | |||
| LPL FINANCIAL LLC BD affiliated | Dothan, Al | 5 | 1 | 1 | 0 | 20% | |||
| MIO PARTNERS, INC. asset manager | Atlanta, Ga | 5 | 2 | 1 | +1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Deer Park, Wa | 5 | 1 | 1 | 0 | 20% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Gainesville, Fl | 5 | 0 | 1 | -1 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Buffalo, Mn | 5 | 0 | 1 | -1 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Pleasant Hill, Ca | 5 | 0 | 1 | -1 | 20% | |||
| E••••• J•••• national BD | Port Arthur, Tx | 5 | 0 | 1 | -1 | 20% | |||
| E••••• J•••• national BD | Scotts Valley, Ca | 5 | 1 | 1 | 0 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Lutz, Fl | 5 | 1 | 1 | 0 | 20% | |||
| E••••• J•••• national BD | Spirit Lake, Ia | 5 | 1 | 1 | 0 | 20% | |||
| E••••• J•••• national BD | Spring Hill, Tn | 5 | 1 | 1 | 0 | 20% | 1 | ||
| E••••• J•••• national BD | Stanley, Nc | 5 | 1 | 1 | 0 | 20% | |||
| E••••• J•••• national BD | Thornton, Co | 5 | 0 | 1 | -1 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bentonville, Ar | 5 | 0 | 1 | -1 | 20% | |||
| E••••• J•••• national BD | Wadsworth, Oh | 5 | 0 | 1 | -1 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Sharon, Ma | 5 | 0 | 1 | -1 | 20% | |||
| E••••• J•••• national BD | Wenatchee, Wa | 5 | 1 | 1 | 0 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Roswell, Nm | 5 | 1 | 1 | 0 | 20% | |||
| E•• F•••••••• A••••••• independent RIA | Winston Salem, Nc | 5 | 1 | 1 | 0 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Chula Vista, Ca | 5 | 1 | 1 | 0 | 20% | 1 | ||
| B•••• A•••• M••••••••• L•• independent RIA | Kingston, Nj · principal | 5 | 0 | 1 | -1 | 20% | |||
| O•••• W•••••• I••• BD affiliated | Springfield, Mo | 5 | 1 | 1 | 0 | 20% | |||
| P••••••••• W••••• A••••••• independent RIA | Loveland, Co · principal | 5 | 2 | 1 | +1 | 20% | |||
| T•• C•••••• independent RIA | Plano, Tx · principal | 5 | 0 | 1 | -1 | 20% | |||
| E•••••• G•••• other | Boise, Id · principal | 5 | 2 | 1 | +1 | 20% | |||
| J•••••• F•••••••• G••••• I••• independent RIA | Buffalo Grove, Il · principal | 5 | 0 | 1 | -1 | 20% | |||
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | Omaha, Ne | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Mystic, Ct | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Chadron, Ne | 5 | 0 | 1 | -1 | 20% | |||
| A•••••• C•••••• M••••••••• I••• independent RIA | Novi, Mi · principal | 5 | 0 | 1 | -1 | 20% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Columbia, Sc | 5 | 0 | 1 | -1 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Long Beach, Ca | 5 | 0 | 1 | -1 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Livingston, Nj | 5 | 1 | 1 | 0 | 20% | |||
| G••••• W••••• M••••••••• I••• BD affiliated | Douglassville, Pa | 5 | 1 | 1 | 0 | 20% | |||
| L•••••• C•••••• M••••••••• I••• independent RIA | Costa Mesa, Ca · principal | 5 | 0 | 1 | -1 | 20% | |||
| U•••••••• W••••• M••••••••• L•• state registered | Surprise, Az · principal | 5 | 1 | 1 | 0 | 20% | |||
| B••••••• W••••• A•••••••• L•• independent RIA | Bellevue, Wa · principal | 5 | 1 | 1 | 0 | 20% | |||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Spokane, Wa | 5 | 1 | 1 | 0 | 20% | |||
| F•••• A••••••• A•••• A•••••••• L•• independent RIA | Garden City, Ny · principal | 5 | 0 | 1 | -1 | 20% | |||
| P••••••••• S••••••••• C••••••••• independent RIA | Kansas City, Mo | 5 | 0 | 1 | -1 | 20% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Northampton, Ma | 5 | 2 | 1 | +1 | 20% | |||
| A• W••••• M••••••••• L•• BD affiliated | Harrison, Oh | 5 | 1 | 1 | 0 | 20% | |||
| S•••••• F•••••••• G••••• L••••• independent RIA | Burlington, Ma | 5 | 1 | 1 | 0 | 20% | |||
| A• W••••• M••••••••• L•• BD affiliated | Hingham, Ma | 5 | 1 | 1 | 0 | 20% | |||
| N•••••••• F•••••••• P•••••••• L•• independent RIA | Windham, Nh · principal | 5 | 0 | 1 | -1 | 20% | |||
| A•••••• C•••••• L•• independent RIA | Nashville, Tn | 5 | 1 | 1 | 0 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Detroit, Mi | 5 | 0 | 1 | -1 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Hot Springs, Ar | 5 | 1 | 1 | 0 | 20% | |||
| 1• N•••• W••••• S•••••••• L•• independent RIA | Annapolis, Md · principal | 5 | 0 | 1 | -1 | 20% | |||
| B• R•••• W••••• A•••••••• I••• BD affiliated | Boston, Ma | 5 | 0 | 1 | -1 | 20% | |||
| E•••••• A•••• M••••••••• L•• independent RIA | Brookfield, Wi · principal | 5 | 0 | 1 | -1 | 20% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Boardman, Oh | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Brewster, Ny | 5 | 1 | 1 | 0 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Freehold, Nj | 5 | 0 | 1 | -1 | 20% | |||
| R•• A•••••••• L•• independent RIA | Alpharetta, Ga | 5 | 4 | 1 | +3 | 20% | 1 | ||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Flushing, Ny | 5 | 0 | 1 | -1 | 20% | |||
| M•• F•••••••• S•••••••• I••• BD affiliated | Mansfield, Oh | 5 | 1 | 1 | 0 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | New Port Richey, Fl | 5 | 0 | 1 | -1 | 20% | |||
| W••••••••• A•••••••• L•• independent RIA | Littleton, Co · principal | 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.