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 |
|---|---|---|---|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC national BD | Wayzata, Mn | 85 | 6 | 0 | +6 | 0.0% | |||
| WELLS FARGO ADVISORS wirehouse | Stuart, Fl | 84 | 10 | 0 | +10 | 0.0% | |||
| AMERIPRISE FINANCIAL SERVICES, LLC national BD | Indianapolis, In | 84 | 13 | 0 | +13 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Washington, Dc | 83 | 19 | 0 | +19 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Syracuse, Ny | 83 | 4 | 0 | +4 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bridgewater, Nj | 83 | 3 | 0 | +3 | 0.0% | |||
| M••••• S•••••• wirehouse | Bloomfield Hills, Mi | 83 | 12 | 0 | +12 | 0.0% | |||
| N••• I••••••••• A•••••••• L•• institutional | St Louis, Mo | 82 | 11 | 0 | +11 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Seattle, Wa | 82 | 11 | 0 | +11 | 0.0% | |||
| P••• F•••••••• A•••••••• L•• independent RIA | San Diego, Ca · principal | 81 | 8 | 0 | +8 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Troy, Mi | 81 | 6 | 0 | +6 | 0.0% | |||
| P••••••••• S••••••••• C••••••••• independent RIA | Oviedo, Fl | 80 | 8 | 0 | +8 | 0.0% | |||
| M••••• S•••••• wirehouse | Short Hills, Nj | 80 | 3 | 0 | +3 | 0.0% | |||
| S•••••• S••••••••• I••• BD affiliated | Newnan, Ga | 80 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Lehi, Ut | 80 | 6 | 0 | +6 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Garden City, Ny | 80 | 14 | 0 | +14 | 0.0% | |||
| M••••• S•••••• wirehouse | Barrington, Il | 80 | 6 | 0 | +6 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | Scottsdale, Az | 80 | 9 | 0 | +9 | 0.0% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Pittsburgh, Pa | 79 | 11 | 0 | +11 | 0.0% | 2 | ||
| U•• F•••••••• S••••••• I••• wirehouse | Stamford, Ct | 79 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Tampa, Fl | 79 | 5 | 0 | +5 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Annapolis, Md | 79 | 7 | 0 | +7 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | St Augustine, Fl | 78 | 7 | 0 | +7 | 0.0% | |||
| M••••• S•••••• wirehouse | Lawrenceville, Nj | 77 | 2 | 0 | +2 | 0.0% | |||
| T• P•••••• C••••• W••••• L•• BD affiliated | Marlton, Nj | 77 | 10 | 0 | +10 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Broomfield, Co | 76 | 5 | 0 | +5 | 0.0% | |||
| L•••••• I••••••••• independent RIA | Crystal Lake, Il | 76 | 11 | 0 | +11 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Irving, Tx | 76 | 12 | 0 | +12 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Naples, Fl | 76 | 7 | 0 | +7 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | St Cloud, Mn | 75 | 8 | 0 | +8 | 0.0% | |||
| C•••••• G•••• P•••••• C••••• S•••••••• I••• independent RIA | Los Angeles, Ca · principal | 74 | 10 | 0 | +10 | 0.0% | |||
| S••••••• I••••••••• A•••••••• I••• other | Portland, Or · principal | 74 | 4 | 0 | +4 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Hartford, Ct | 74 | 11 | 0 | +11 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Memphis, Tn | 74 | 9 | 0 | +9 | 0.0% | |||
| A••••••••• L•• independent RIA | Los Angeles, Ca · principal | 73 | 9 | 0 | +9 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Chicago, Il | 73 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Naperville, Il | 73 | 8 | 0 | +8 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Seattle, Wa | 73 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Framingham, Ma | 73 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Fountain Valley, Ca | 72 | 10 | 0 | +10 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Omaha, Ne | 72 | 4 | 0 | +4 | 0.0% | |||
| R•••••••• S••••••• independent RIA | San Francisco, Ca · principal | 72 | 13 | 0 | +13 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Denver, Co | 72 | 5 | 0 | +5 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Minneapolis, Mn | 72 | 8 | 0 | +8 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | San Antonio, Tx | 71 | 5 | 0 | +5 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Chandler, Az | 71 | 7 | 0 | +7 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Norfolk, Va | 70 | 11 | 0 | +11 | 0.0% | 1 | ||
| F••••• I••••••••• independent RIA | San Mateo, Ca | 70 | 0 | 0 | 0 | 0.0% | |||
| M••••• S•••••• wirehouse | Providence, Ri | 70 | 7 | 0 | +7 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Paramus, Nj | 70 | 7 | 0 | +7 | 0.0% | 1 | ||
| M••••• S•••••• wirehouse | Westlake Village, Ca | 70 | 4 | 0 | +4 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Delray Beach, Fl | 69 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Troy, Mi | 69 | 7 | 0 | +7 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Independence, Ky | 68 | 10 | 0 | +10 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Melville, Ny | 68 | 29 | 0 | +29 | 0.0% | 2 | ||
| S•••••••• A••••••• L•• national BD | Cary, Nc | 68 | 8 | 0 | +8 | 0.0% | |||
| M••••• S•••••• wirehouse | Pittsburgh, Pa | 68 | 4 | 0 | +4 | 0.0% | |||
| M•••••• W••••• M••••••••• L• independent RIA | Santa Barbara, Ca · principal | 68 | 15 | 0 | +15 | 0.0% | |||
| F•••••••• A••••••• L•• mixed wealth | Chicago, Il · principal | 67 | 7 | 0 | +7 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Parker, Co | 67 | 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.