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 |
|---|---|---|---|---|---|---|---|---|---|
| SHIRAISHI FINANCIAL GROUP ADVISORS independent RIA | Honolulu, Hi · principal | 5 | 0 | 1 | -1 | 20% | |||
| EQUITABLE ADVISORS, LLC national BD | Washington, Dc | 5 | 0 | 1 | -1 | 20% | |||
| HUNTINGTON FINANCIAL ADVISORS BD affiliated | Traverse City, Mi | 5 | 1 | 1 | 0 | 20% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Cockeysville, Md | 5 | 0 | 1 | -1 | 20% | |||
| M••••• O• O•••• I••••••• S•••••••• I••• independent RIA | La Crosse, Wi | 5 | 0 | 1 | -1 | 20% | |||
| M••••• S•••••• wirehouse | Truckee, Ca | 5 | 0 | 1 | -1 | 20% | 1 | ||
| M••••• S•••••• wirehouse | Skaneateles, Ny | 5 | 0 | 1 | -1 | 20% | |||
| L••••• W••••• M••••••••• I••• independent RIA | Manassas, Va · principal | 5 | 2 | 1 | +1 | 20% | |||
| N•••• F•••••••• P•••••••• L•• independent RIA | Salt Lake City, Ut · principal | 5 | 0 | 1 | -1 | 20% | |||
| M••••• S•••••• wirehouse | Ocala, Fl | 5 | 0 | 1 | -1 | 20% | |||
| M•••••• • N••••• A•••••••• L•• mixed wealth | Rochester, Ny | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Rocklin, Ca | 5 | 1 | 1 | 0 | 20% | |||
| L•• E••••••••• L•• BD affiliated | Ann Arbor, Mi | 5 | 4 | 1 | +3 | 20% | |||
| B••• independent RIA | Bedford, Nh · principal | 5 | 0 | 1 | -1 | 20% | |||
| B•• M••••• S••••••••• C••••••••• other | Uniondale, Ny | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Ridgefield, Ct | 5 | 1 | 1 | 0 | 20% | |||
| O• I••••••••• M••••••••• C• BD affiliated | Madison, Wi | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Lake Havasu City, Az | 5 | 0 | 1 | -1 | 20% | |||
| M••••• S•••••• wirehouse | Farmington, Nm | 5 | 0 | 1 | -1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Richland, Wa | 5 | 0 | 1 | -1 | 20% | |||
| W•••• C•••••• P••••••• L•• independent RIA | New York, Ny | 5 | 5 | 1 | +4 | 20% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Windsor, Co | 5 | 0 | 1 | -1 | 20% | |||
| U••• B•••••• A•••••••• L•• BD affiliated | Nashville, Tn | 5 | 5 | 1 | +4 | 20% | |||
| D•••••••• C•••••• M••••••••• L•• independent RIA | Schenectady, Ny · principal | 5 | 3 | 1 | +2 | 20% | |||
| S•••• C•••••• L•• independent RIA | Harrison, Ny · principal | 5 | 1 | 1 | 0 | 20% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Williamsburg, Va | 5 | 1 | 1 | 0 | 20% | |||
| N••••••••• M••••• I••••••••• S••••••••• no RAUM | Minnetonka, Mn | 5 | 3 | 1 | +2 | 20% | |||
| H•••••• I••••••••• I••• independent RIA | Edmonds, Wa | 5 | 3 | 1 | +2 | 20% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Temple, Tx | 5 | 0 | 1 | -1 | 20% | |||
| H•••••• I••••••••• I••• independent RIA | Menomonee Falls, Wi | 5 | 3 | 1 | +2 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Richardson, Tx | 5 | 1 | 1 | 0 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Rancho Santa Fe, Ca | 5 | 2 | 1 | +1 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Plainview, Ny | 5 | 0 | 1 | -1 | 20% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Sugar Land, Tx | 5 | 0 | 1 | -1 | 20% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Chandler, Az | 5 | 0 | 1 | -1 | 20% | |||
| P•••••• P•••• A•••••••• L•• independent RIA | San Diego, Ca · principal | 5 | 2 | 1 | +1 | 20% | |||
| R•• C•••••• M••••••• L•• national BD | Bethesda, Md | 5 | 0 | 1 | -1 | 20% | |||
| W•••• F•••• A••••••• wirehouse | Arnold, Mo | 5 | 0 | 1 | -1 | 20% | |||
| C•••••• C••••••• L•• independent RIA | Needham, Ma · principal | 5 | 1 | 1 | 0 | 20% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Glenview, Il | 5 | 0 | 1 | -1 | 20% | |||
| W•••• F•••• A••••••• wirehouse | Kalispell, Mt | 5 | 1 | 1 | 0 | 20% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Lake Orion, Mi | 5 | 1 | 1 | 0 | 20% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Medina, Oh | 5 | 0 | 1 | -1 | 20% | |||
| W•••• F•••• A••••••• wirehouse | Kennewick, Wa | 5 | 1 | 1 | 0 | 20% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Oak Brook, Il | 5 | 1 | 1 | 0 | 20% | |||
| L•• E••••••••• L•• BD affiliated | Westbury, Ny | 5 | 0 | 1 | -1 | 20% | |||
| L•• E••••••••• L•• BD affiliated | Raleigh, Nc | 5 | 3 | 1 | +2 | 20% | |||
| L•• F•••••••• L•• BD affiliated | Owensboro, Ky | 5 | 2 | 1 | +1 | 20% | |||
| W•••• F•••• A••••••• wirehouse | Paducah, Ky | 5 | 1 | 1 | 0 | 20% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Granville, Oh | 5 | 0 | 1 | -1 | 20% | |||
| L•• E••••••••• L•• BD affiliated | Lincoln, Ne | 5 | 2 | 1 | +1 | 20% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Simi Valley, Ca | 5 | 0 | 1 | -1 | 20% | |||
| M•••••• BD affiliated | Wilmington, De | 5 | 0 | 1 | -1 | 20% | |||
| P••• A••••• S••••••••• L•• BD affiliated | West Chester, Oh | 5 | 0 | 1 | -1 | 20% | |||
| L•• E••••••••• L•• BD affiliated | Farmington Hills, Mi | 5 | 2 | 1 | +1 | 20% | |||
| W•••• F•••• A••••••• wirehouse | Potomac, Md | 5 | 1 | 1 | 0 | 20% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Royal Oak, Mi | 5 | 1 | 1 | 0 | 20% | |||
| W•••• F•••• A••••••• wirehouse | South Pasadena, Ca | 5 | 0 | 1 | -1 | 20% | |||
| W•••• F•••• A••••••• wirehouse | South Jordan, Ut | 5 | 2 | 1 | +1 | 20% | |||
| W•••• F•••• A••••••• wirehouse | St Louis, 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.