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 |
|---|---|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC BD affiliated | Tucson, Az | 67 | 10 | 0 | +10 | 0.0% | 2 | ||
| FIDUCIENT ADVISORS LLC mixed wealth | Chicago, Il · principal | 67 | 7 | 0 | +7 | 0.0% | |||
| WELLS FARGO ADVISORS wirehouse | Palm Beach Gardens, Fl | 67 | 11 | 0 | +11 | 0.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Parker, Co | 67 | 6 | 0 | +6 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Charlotte, Nc | 66 | 42 | 0 | +42 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Wilmington, De | 66 | 8 | 0 | +8 | 0.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Walnut Creek, Ca | 66 | 7 | 0 | +7 | 0.0% | |||
| M•••• C••••••• A••••••• S•••••• BD affiliated | Saint Peters, Mo | 66 | 9 | 0 | +9 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Colorado Springs, Co | 66 | 7 | 0 | +7 | 0.0% | |||
| W••••••••• A••••••• independent RIA | New York, Ny · principal | 66 | 11 | 0 | +11 | 0.0% | |||
| L••••••• A•••••••• L•• independent RIA | Yorkville, Il | 66 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Omaha, Ne | 66 | 3 | 0 | +3 | 0.0% | |||
| F•••• M•••••••• C•• L•• BD affiliated | New York, Ny · principal | 65 | 15 | 0 | +15 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Sacramento, Ca | 65 | 6 | 0 | +6 | 0.0% | |||
| J•••••• I••••••••• C••••••• I••• independent RIA | Cincinnati, Oh · principal | 65 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | St Louis, Mo | 65 | 9 | 0 | +9 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Pittsburgh, Pa | 65 | 9 | 0 | +9 | 0.0% | |||
| A•••••••• C•••••• L•• independent RIA | La Jolla, Ca · principal | 64 | 29 | 0 | +29 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Sioux Falls, Sd | 64 | 4 | 0 | +4 | 0.0% | |||
| M••••• S•••••• wirehouse | Orlando, Fl | 64 | 8 | 0 | +8 | 0.0% | 2 | ||
| R••• F•••••••• P••••••• independent RIA | Austin, Tx · principal | 64 | 24 | 0 | +24 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Brea, Ca | 64 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Tigard, Or | 63 | 7 | 0 | +7 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Paramus, Nj | 63 | 2 | 0 | +2 | 0.0% | |||
| H•••••••• A•••••••• I••• BD affiliated | St Louis, Mo | 63 | 5 | 0 | +5 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Beverly Hills, Ca | 63 | 5 | 0 | +5 | 0.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Hingham, Ma | 63 | 5 | 0 | +5 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Winnetka, Il | 63 | 12 | 0 | +12 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Sarasota, Fl | 62 | 9 | 0 | +9 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Henderson, Nv | 62 | 6 | 0 | +6 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Roseville, Ca | 62 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Overland Park, Ks | 61 | 6 | 0 | +6 | 0.0% | |||
| B•••• W•••••• L•• independent RIA | Atlanta, Ga · principal | 61 | 15 | 0 | +15 | 0.0% | |||
| C•••••• independent RIA | New York, Ny | 61 | 9 | 0 | +9 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | El Paso, Tx | 61 | 14 | 0 | +14 | 0.0% | |||
| A••••••••• I••• BD affiliated | Chicago, Il | 61 | 20 | 0 | +20 | 0.0% | |||
| M••••• S•••••• wirehouse | Dublin, Oh | 61 | 5 | 0 | +5 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Littleton, Co | 61 | 6 | 0 | +6 | 0.0% | |||
| I••••••••• I••••••••• S•••••••• I•• mixed wealth | Albert Lea, Mn · principal | 61 | 18 | 0 | +18 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | West Hartford, Ct | 61 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Colorado Springs, Co | 61 | 9 | 0 | +9 | 0.0% | |||
| V••• F•••••••• A•••••••• I••• BD affiliated | Columbus, Oh | 61 | 2 | 0 | +2 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Omaha, Ne | 61 | 10 | 0 | +10 | 0.0% | |||
| V••• F•••••••• A•••••••• I••• BD affiliated | Tacoma, Wa | 60 | 5 | 0 | +5 | 0.0% | |||
| M••••• S•••••• wirehouse | Richmond, Va | 60 | 3 | 0 | +3 | 0.0% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Tacoma, Wa | 60 | 41 | 0 | +41 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Plymouth, Mn | 60 | 10 | 0 | +10 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Orlando, Fl | 60 | 8 | 0 | +8 | 0.0% | |||
| C••••• U•••• I••••••••• S••••••• state registered | Raleigh, Nc · principal | 60 | 2 | 0 | +2 | 0.0% | |||
| D••••• W•••••• L•• independent RIA | Palm Beach Gardens, Fl · principal | 60 | 14 | 0 | +14 | 0.0% | |||
| M••••• S•••••• wirehouse | Cupertino, Ca | 60 | 5 | 0 | +5 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Walnut Creek, Ca | 59 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Chesterfield, Mo | 59 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Reno, Nv | 59 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Great Neck, Ny | 59 | 5 | 0 | +5 | 0.0% | |||
| T••• F•••••••• independent RIA | Scottsdale, Az · principal | 59 | 7 | 0 | +7 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Marlton, Nj | 59 | 4 | 0 | +4 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Leawood, Ks | 59 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Beachwood, Oh | 58 | 3 | 0 | +3 | 0.0% | |||
| F••••• G••••• I••• independent RIA | West Des Moines, Ia · principal | 58 | 9 | 0 | +9 | 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.