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 |
|---|---|---|---|---|---|---|---|---|---|
| AN EXCEPTIONAL LIFE FINANCIAL, LLC independent RIA | Indianapolis, In · principal | 5 | 1 | 1 | 0 | 20% | |||
| EDWARD JONES national BD | Henderson, Tx | 5 | 1 | 1 | 0 | 20% | |||
| TRANSAMERICA FINANCIAL ADVISORS, LLC BD affiliated | Clearfield, Ut | 5 | 0 | 1 | -1 | 20% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Arcadia, Ca | 5 | 1 | 1 | 0 | 20% | |||
| E•••• S••••••••• L•• BD affiliated | Perrysburg, Oh | 5 | 1 | 1 | 0 | 20% | |||
| G•••• M• F••••••• state registered | Carlsbad, Ca · principal | 5 | 1 | 1 | 0 | 20% | |||
| A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I••• BD affiliated | Lees Summit, Mo | 5 | 1 | 1 | 0 | 20% | |||
| E•••••••• A•••••••• L•• national BD | Morgantown, Wv | 5 | 2 | 1 | +1 | 20% | |||
| V•••••• A•••••••• I••• BD affiliated | Gloucester, Ma | 5 | 1 | 1 | 0 | 20% | |||
| S•••••••• A••••••• L•• national BD | Ypsilanti, Mi | 5 | 2 | 1 | +1 | 20% | |||
| V•••••• A•••••••• I••• BD affiliated | Boca Raton, Fl | 5 | 0 | 1 | -1 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Medford, Nj | 5 | 0 | 1 | -1 | 20% | |||
| F••••••• S•••••• L•• independent RIA | Decatur, Ga · principal | 5 | 0 | 1 | -1 | 20% | |||
| K•• I••••••••• S••••••• L•• BD affiliated | Canton, Oh | 5 | 0 | 1 | -1 | 20% | |||
| M••••• C•••• W••••• A•••••••• L•• independent RIA | Atlanta, Ga · principal | 5 | 0 | 1 | -1 | 20% | |||
| I••••••••• F•••••••• P••••••• BD affiliated | Orlando, Fl | 5 | 0 | 1 | -1 | 20% | |||
| T••••••• S••••••• A••••••• BD affiliated | Fort Lauderdale, Fl | 5 | 3 | 1 | +2 | 20% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Livonia, Mi | 5 | 0 | 1 | -1 | 20% | |||
| E•••• W••••• M••••••••• L•• other | Manchester, Ct · principal | 5 | 0 | 1 | -1 | 20% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Murfreesboro, Tn | 5 | 2 | 1 | +1 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Waconia, Mn | 5 | 0 | 1 | -1 | 20% | |||
| L•• E••••••••• L•• BD affiliated | Pittsburgh, Pa | 5 | 0 | 1 | -1 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Trumbull, Ct | 5 | 0 | 1 | -1 | 20% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Walpole, Ma | 5 | 1 | 1 | 0 | 20% | |||
| B•••••••• F•••••••• M••••••••• I•• other | Princeton, Nj | 5 | 0 | 1 | -1 | 20% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Irvine, Ca | 5 | 0 | 1 | -1 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Issaquah, Wa | 5 | 0 | 1 | -1 | 20% | |||
| W••••••• C•••••• independent RIA | Las Cruces, Nm · principal | 5 | 0 | 1 | -1 | 20% | |||
| U• C•••••• G••••• W••••• M••••••••• L•• state registered | San Francisco, Ca · principal | 5 | 2 | 1 | +1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Tulare, Ca | 5 | 1 | 1 | 0 | 20% | |||
| V•••• F•••••••• A•••••••• I••• BD affiliated | Pensacola, Fl | 5 | 0 | 1 | -1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Mansfield, Tx | 5 | 0 | 1 | -1 | 20% | |||
| M••••• W••••• M••••••••• L•• independent RIA | Inverness, Fl | 5 | 3 | 1 | +2 | 20% | |||
| M••••• W••••• M••••••••• L•• independent RIA | Mclean, Va | 5 | 2 | 1 | +1 | 20% | |||
| R•••• F•••••••• A••••••••• I••• independent RIA | San Diego, Ca · principal | 5 | 2 | 1 | +1 | 20% | |||
| V•••••• V•••••••• P••••••• L•• independent RIA | Bonita Springs, Fl | 5 | 4 | 1 | +3 | 20% | |||
| S••• I••••••••• A••••••• S••••••• L•• no RAUM | Austin, Tx · principal | 5 | 1 | 1 | 0 | 20% | |||
| B••••• W••••• A••••••• independent RIA | Las Vegas, Nv · principal | 5 | 0 | 1 | -1 | 20% | |||
| T•••• F•••••••• P•••••••• I••• independent RIA | Wilmington, Nc · principal | 5 | 2 | 1 | +1 | 20% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Burnsville, Mn | 5 | 0 | 1 | -1 | 20% | 1 | ||
| A•••• W••••• M••••••••• L•• independent RIA | Appleton, Wi | 5 | 3 | 1 | +2 | 20% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Colorado Springs, Co | 5 | 2 | 1 | +1 | 20% | |||
| A•••• I••••••••• M••••••••• state registered | Charlotte, Nc | 5 | 2 | 1 | +1 | 20% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Richmond, Va | 5 | 1 | 1 | 0 | 20% | |||
| I••••••••• W••••• A•••••••• L•• independent RIA | I•••••••••, Oh · principal | 5 | 1 | 1 | 0 | 20% | |||
| R•• W••••• M••••••••• independent RIA | New York, Ny · principal | 5 | 2 | 1 | +1 | 20% | |||
| O•••• W•••••• I••• BD affiliated | Columbia, Sc | 5 | 2 | 1 | +1 | 20% | |||
| F•••• P••••••• W•••••• L•• independent RIA | Santa Rosa, Ca | 5 | 1 | 1 | 0 | 20% | |||
| C•••••• A••••••• BD affiliated | Land O Lakes, Fl | 5 | 0 | 1 | -1 | 20% | |||
| J••• M••••• S••••••••• L•• wirehouse | Noblesville, In | 5 | 1 | 1 | 0 | 20% | |||
| H••••••• W••••• M••••••••• L•• independent RIA | St Paul, Mn | 5 | 1 | 1 | 0 | 20% | |||
| H••••••• S••••••••• F•••••••• S•••••••• I••• independent RIA | Santa Fe, Nm · principal | 5 | 0 | 1 | -1 | 20% | |||
| D•••••• independent RIA | Thousand Oaks, Ca | 5 | 0 | 1 | -1 | 20% | |||
| M•• S••••••••• L•• no RAUM | Charlotte, Nc | 5 | 0 | 1 | -1 | 20% | |||
| S•••••••• I••••• G•••• L•• independent RIA | Chandler, Az · principal | 5 | 0 | 1 | -1 | 20% | |||
| C••••• F•••••••• independent RIA | Leawood, Ks | 5 | 1 | 1 | 0 | 20% | |||
| C••••• W••••• S••••••••• independent RIA | Bloomington, Mn · principal | 5 | 1 | 1 | 0 | 20% | |||
| E• E• P••••• • C•••••• I••• state registered | Seven Fields, Pa · principal | 5 | 1 | 1 | 0 | 20% | |||
| F••••• F••••• W•••••• L•• independent RIA | Woodbury, Ny · principal | 5 | 0 | 1 | -1 | 20% | |||
| C•••••••• F••••••••• I••• BD affiliated | Westlake Village, Ca | 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.