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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS wirehouse | St Charles, Mo | 5 | 0 | 1 | -1 | 20% | |||
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC BD affiliated | Athens, Oh | 5 | 0 | 1 | -1 | 20% | |||
| ADVICE AND PLANNING SERVICES BD affiliated | Belmont, Nc | 5 | 0 | 1 | -1 | 20% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Charlottesville, Va | 5 | 0 | 1 | -1 | 20% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Norwell, Ma | 5 | 0 | 1 | -1 | 20% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Denton, Tx | 5 | 4 | 1 | +3 | 20% | |||
| U•• F•••••••• S••••••• I••• wirehouse | North Palm Beach, Fl | 5 | 0 | 1 | -1 | 20% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Prosper, Tx | 5 | 1 | 1 | 0 | 20% | |||
| A••••• A•• P••••••• S••••••• BD affiliated | Westminster, Co | 5 | 0 | 1 | -1 | 20% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Mission Viejo, Ca | 5 | 0 | 1 | -1 | 20% | |||
| O•••• W•••••• I••• BD affiliated | Anchorage, Ak | 5 | 0 | 1 | -1 | 20% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Hilton Head Island, Sc | 5 | 0 | 1 | -1 | 20% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Easton, Md | 5 | 5 | 1 | +4 | 20% | 1 | ||
| O•••• W•••••• I••• BD affiliated | El Dorado Hills, Ca | 5 | 0 | 1 | -1 | 20% | |||
| O•••• W•••••• I••• BD affiliated | Fredericksburg, Va | 5 | 2 | 1 | +1 | 20% | |||
| S•••••••• A••••••• L•• national BD | Cincinnati, Oh | 370 | 45 | 0 | +45 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Denver, Co | 367 | 57 | 0 | +57 | 0.0% | |||
| C••••••••• I••••••••• A•••••••• L•• independent RIA | Tampa, Fl · principal | 282 | 88 | 0 | +88 | 0.0% | |||
| A••• A••••••• P••••••• BD affiliated | New York, Ny · principal | 233 | 161 | 0 | +161 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Short Hills, Nj | 187 | 16 | 0 | +16 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Raleigh, Nc | 179 | 20 | 0 | +20 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Louisville, Ky | 159 | 15 | 0 | +15 | 0.0% | |||
| I•• W••••• M••••••••• L•• BD affiliated | Chicago, Il · principal | 153 | 19 | 0 | +19 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wellesley Hills, Ma | 145 | 7 | 0 | +7 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Nashua, Nh | 144 | 12 | 0 | +12 | 0.0% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Los Angeles, Ca | 139 | 23 | 0 | +23 | 0.0% | |||
| N•••••••• B••••• B• L•• no RAUM | Chicago, Il | 134 | 21 | 0 | +21 | 0.0% | |||
| U•• F•••••••• S••••••••• L•• independent RIA | Ada, Mi · principal | 127 | 17 | 0 | +17 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Florham Park, Nj | 122 | 14 | 0 | +14 | 0.0% | 1 | ||
| C•••••••• G••••• M•••••• I••• BD affiliated | Greenwich, Ct | 122 | 18 | 0 | +18 | 0.0% | |||
| O••••••• B•• W••••• P••••••• independent RIA | Parsippany, Nj · principal | 121 | 41 | 0 | +41 | 0.0% | |||
| S•••••• C•••••• A••••••• L•• BD affiliated | New York, Ny · principal | 120 | 12 | 0 | +12 | 0.0% | |||
| F•••• F•••••••• M••••••••• L• independent RIA | Lombard, Il · principal | 116 | 22 | 0 | +22 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | San Francisco, Ca | 113 | 13 | 0 | +13 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Honolulu, Hi | 112 | 11 | 0 | +11 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | New York City, Ny | 110 | 26 | 0 | +26 | 0.0% | |||
| I•• A•••••••• L•• independent RIA | Atlanta, Ga · principal | 110 | 12 | 0 | +12 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Farmington Hills, Mi | 109 | 10 | 0 | +10 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Phoenix, Az | 109 | 30 | 0 | +30 | 0.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Charlotte, Nc | 108 | 6 | 0 | +6 | 0.0% | |||
| C••••••• S••••••••• I••• BD affiliated | Syracuse, Ny | 105 | 27 | 0 | +27 | 0.0% | |||
| G•••••• W••••• P•••••••• L•• independent RIA | Appleton, Wi · principal | 104 | 40 | 0 | +40 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Centennial, Co | 103 | 9 | 0 | +9 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Frisco, Tx | 103 | 11 | 0 | +11 | 0.0% | |||
| P•••••••• A••••••• national BD | Duluth, Ga · principal | 102 | 14 | 0 | +14 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Palm Beach Gardens, Fl | 100 | 8 | 0 | +8 | 0.0% | 1 | ||
| A••••• W••••• independent RIA | West Hartford, Ct · principal | 98 | 33 | 0 | +33 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Wayne, Pa | 97 | 4 | 0 | +4 | 0.0% | |||
| M••••• S•••••• wirehouse | San Jose, Ca | 95 | 8 | 0 | +8 | 0.0% | 2 | ||
| R••••••••• C•••••• M••••••••• BD affiliated | Florham Park, Nj | 93 | 14 | 0 | +14 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Fairfield, Ct | 91 | 5 | 0 | +5 | 0.0% | |||
| M••••• S•••••• wirehouse | New Orleans, La | 90 | 6 | 0 | +6 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Rochester, Ny | 90 | 17 | 0 | +17 | 0.0% | 2 | ||
| N•• Y••• L••• I••••••••• M••••••••• L•• asset manager | New Y•••, Ny · principal | 89 | 11 | 0 | +11 | 0.0% | |||
| G•••••• S•••• W••••• S•••••••• L••• BD affiliated | New York, Ny | 88 | 21 | 0 | +21 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Winston Salem, Nc | 87 | 8 | 0 | +8 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | San Francisco, Ca · principal | 87 | 5 | 0 | +5 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | West Des Moines, Ia | 87 | 10 | 0 | +10 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Burlington, Ma | 87 | 5 | 0 | +5 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Wayzata, Mn | 85 | 6 | 0 | +6 | 0.0% |
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.