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 |
|---|---|---|---|---|---|---|---|---|---|
| WEALTH QUARTERBACK LLC independent RIA | Toms River, Nj · principal | 5 | 1 | 1 | 0 | 20% | |||
| PARK AVENUE SECURITIES LLC BD affiliated | Princeton, Nj | 5 | 0 | 1 | -1 | 20% | |||
| CAPSTONE WEALTH MANAGEMENT GROUP, INC. independent RIA | Bend, Or · principal | 5 | 5 | 1 | +4 | 20% | |||
| M•••••• A••••••• S•••••••• L•• independent RIA | Louisville, Ky · principal | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | West Lafayette, In | 5 | 0 | 1 | -1 | 20% | |||
| W•••• F•••• A••••••• wirehouse | Glendale, Co | 5 | 0 | 1 | -1 | 20% | 1 | ||
| S••• H••• G••••• A•••••••• L•• independent RIA | San Francisco, Ca | 5 | 0 | 1 | -1 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Cranford, Nj | 5 | 0 | 1 | -1 | 20% | |||
| H•••••• I••••••••• M••••••••• L••••• independent RIA | Edmonds, Wa · principal | 5 | 0 | 1 | -1 | 20% | |||
| E• W••••• A••••••• independent RIA | San Francisco, Ca | 5 | 0 | 1 | -1 | 20% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Lakeland, Fl | 5 | 1 | 1 | 0 | 20% | |||
| L•• D••••• • B••• I•• independent RIA | Nashville, Tn · principal | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Beaver Dam, Wi | 5 | 1 | 1 | 0 | 20% | |||
| T••••• A••••••• S•••••••• I••• BD affiliated | Saint Petersburg, Fl | 5 | 0 | 1 | -1 | 20% | |||
| T•••• • C• other | Denver, Co · principal | 5 | 1 | 1 | 0 | 20% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Sarasota, Fl | 5 | 2 | 1 | +1 | 20% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Rocky Mount, Nc | 5 | 1 | 1 | 0 | 20% | |||
| J•••• F•••••••• S••••••• independent RIA | Baltimore, Md · principal | 5 | 0 | 1 | -1 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Alhambra, Ca | 5 | 1 | 1 | 0 | 20% | |||
| E•••• S••••••••• L•• BD affiliated | Rockland, Ma | 5 | 0 | 1 | -1 | 20% | |||
| M•••••• I••••••••• P•••••••• L•• independent RIA | Coral Gables, Fl · principal | 5 | 1 | 1 | 0 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Aiken, Sc | 5 | 1 | 1 | 0 | 20% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Naperville, Il | 5 | 0 | 1 | -1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Georgetown, Tx | 5 | 1 | 1 | 0 | 20% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Venice, Fl | 5 | 0 | 1 | -1 | 20% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Huntersville, Nc | 5 | 0 | 1 | -1 | 20% | |||
| P•• W••••• M••••••••• BD affiliated | Sarasota, Fl | 5 | 0 | 1 | -1 | 20% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Springfield, Ma | 5 | 1 | 1 | 0 | 20% | |||
| E•••• S••••••••• L•• BD affiliated | Fremont, Ca | 5 | 2 | 1 | +1 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Parma, Oh | 5 | 2 | 1 | +1 | 20% | |||
| C••••• L••• F••••••••• L•• independent RIA | Williston, Vt · principal | 5 | 1 | 1 | 0 | 20% | |||
| A•••• S••••••• C••••••••• L•• institutional | Hunt Valley, Md · principal | 5 | 0 | 1 | -1 | 20% | |||
| A•••••• C•••••• M••••••••• I•• independent RIA | Grand Rapids, Mi | 5 | 0 | 1 | -1 | 20% | |||
| G•••• P•••••• W••••• mixed wealth | Shelton, Ct · principal | 5 | 0 | 1 | -1 | 20% | |||
| Z•••••• R••••••••• P••••••• independent RIA | Red Bank, Nj · principal | 5 | 2 | 1 | +1 | 20% | |||
| M•••••• P••• A••••••• institutional | Simi Valley, Ca · principal | 5 | 1 | 1 | 0 | 20% | |||
| T••••• W••••• I••••••••• S•••••••• I••• institutional | Chicago, Il · principal | 5 | 0 | 1 | -1 | 20% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Medina, Oh | 5 | 0 | 1 | -1 | 20% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Marietta, Ga | 5 | 0 | 1 | -1 | 20% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Las Vegas, Nv | 5 | 2 | 1 | +1 | 20% | |||
| M••••• S•••••• wirehouse | La Plata, Md | 5 | 0 | 1 | -1 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Collegeville, Pa | 5 | 0 | 1 | -1 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Brunswick, Oh | 5 | 3 | 1 | +2 | 20% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Bradenton, Fl | 5 | 3 | 1 | +2 | 20% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Tarrytown, Ny | 5 | 1 | 1 | 0 | 20% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Westport, Ct | 5 | 1 | 1 | 0 | 20% | |||
| C•••••• C••••• G••••• I••• no RAUM | Dallas, Tx | 5 | 1 | 1 | 0 | 20% | |||
| M•••• • C••••• I•• BD affiliated | Alexandria, Va | 5 | 0 | 1 | -1 | 20% | |||
| O•••• I••••••••• I••• BD affiliated | Aurora, Co | 5 | 1 | 1 | 0 | 20% | |||
| M•• C•••••• M••••••••• L•• independent RIA | St Louis, Mo | 5 | 0 | 1 | -1 | 20% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | West Hollywood, Ca | 5 | 2 | 1 | +1 | 20% | 1 | ||
| F•••• C•••••• A••••••• S••••••• BD affiliated | Jacksonville, Fl | 5 | 0 | 1 | -1 | 20% | |||
| T••••••••• W•••••• L•• independent RIA | Sacramento, Ca · principal | 5 | 0 | 1 | -1 | 20% | |||
| M•• C•••••• M••••••••• L•• independent RIA | Ashburn, Va | 5 | 0 | 1 | -1 | 20% | |||
| C••• P•••••• W••••• A•••••••• I••• BD affiliated | Washington, Dc | 5 | 0 | 1 | -1 | 20% | |||
| P•••••••• A•••• M••••••••• other | Charlotte, Nc | 5 | 1 | 1 | 0 | 20% | |||
| P•••• C•••••• F•••••••• mixed wealth | Reno, Nv | 5 | 0 | 1 | -1 | 20% | |||
| O•••• I••••••••• I••• BD affiliated | Hyannis, Ma | 5 | 1 | 1 | 0 | 20% | |||
| C••• L•• BD affiliated | Hauppauge, Ny | 5 | 2 | 1 | +1 | 20% | |||
| B••••••• J•••• L•• independent RIA | Austin, Tx | 5 | 1 | 1 | 0 | 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.