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 |
|---|---|---|---|---|---|---|---|---|---|
| FOSTER GROUP, INC. independent RIA | West Des Moines, Ia · principal | 58 | 9 | 0 | +9 | 0.0% | |||
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED wirehouse | Buffalo, Ny | 58 | 4 | 0 | +4 | 0.0% | |||
| WELLS FARGO ADVISORS wirehouse | Beachwood, Oh | 58 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Grapevine, Tx | 58 | 9 | 0 | +9 | 0.0% | |||
| A••••• W••••• M••••••••• independent RIA | Lowell, Ar · principal | 58 | 8 | 0 | +8 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Irvine, Ca | 57 | 3 | 0 | +3 | 0.0% | |||
| R••• P•••••• W••••• M••••••••• former | Bedford, Nh · principal | 57 | 57 | 0 | +57 | 0.0% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Honolulu, Hi | 57 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Santa Rosa, Ca | 57 | 5 | 0 | +5 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Farmington Hills, Mi | 57 | 11 | 0 | +11 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | San Antonio, Tx | 56 | 7 | 0 | +7 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Schaumburg, Il | 56 | 9 | 0 | +9 | 0.0% | |||
| P••••••• W••••• G••••• L•• independent RIA | Provo, Ut · principal | 56 | 6 | 0 | +6 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Portland, Or | 56 | 2 | 0 | +2 | 0.0% | |||
| S•••••• W••••• P•••••••• L•• BD affiliated | Beachwood, Oh · principal | 55 | 10 | 0 | +10 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Morristown, Nj | 55 | 4 | 0 | +4 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | White Plains, Ny | 55 | 4 | 0 | +4 | 0.0% | |||
| M••••• S•••••• wirehouse | Palm Harbor, Fl | 55 | 1 | 0 | +1 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Red Bank, Nj | 55 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Garden City, Ny | 55 | 10 | 0 | +10 | 0.0% | |||
| C•••••• P••••••• I••••••••• G•••• L•• independent RIA | C••••••, Il · principal | 55 | 5 | 0 | +5 | 0.0% | |||
| W•••• E••••• G••••• I••• BD affiliated | Schaumburg, Il · principal | 55 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Henderson, Nv | 55 | 8 | 0 | +8 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Nashville, Tn | 55 | 3 | 0 | +3 | 0.0% | |||
| B•••••••• I••••••••• M••••••••• L•• asset manager | San Francisco, Ca | 54 | 13 | 0 | +13 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Roanoke, Tx | 54 | 11 | 0 | +11 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Boca Raton, Fl | 54 | 7 | 0 | +7 | 0.0% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Charleston, Sc | 54 | 11 | 0 | +11 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Memphis, Tn | 54 | 10 | 0 | +10 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Pasadena, Ca | 54 | 6 | 0 | +6 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Waukesha, Wi | 54 | 5 | 0 | +5 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Houston, Tx | 54 | 10 | 0 | +10 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Rockville, Md | 54 | 11 | 0 | +11 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Atlanta, Ga | 54 | 7 | 0 | +7 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Saratoga Springs, Ut | 54 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | El Segundo, Ca | 54 | 3 | 0 | +3 | 0.0% | |||
| I•••••• I••••••••• M••••••••• L•• independent RIA | New York, Ny · principal | 53 | 53 | 0 | +53 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Indianapolis, In | 53 | 3 | 0 | +3 | 0.0% | |||
| A••••••• F••••••••• L••• BD affiliated | Sacramento, Ca | 53 | 0 | 0 | 0 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Ft Lauderdale, Fl | 53 | 7 | 0 | +7 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Edina, Mn | 53 | 6 | 0 | +6 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Greensboro, Nc | 53 | 5 | 0 | +5 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Woodland Hills, Ca | 53 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Appleton, Wi | 53 | 11 | 0 | +11 | 0.0% | |||
| B•• W•••••• L•• independent RIA | Atlanta, Ga · principal | 53 | 13 | 0 | +13 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Red Bank, Nj | 53 | 11 | 0 | +11 | 0.0% | |||
| P•••••••• A••••••• national BD | Tampa, Fl | 53 | 14 | 0 | +14 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Dublin, Ca | 53 | 6 | 0 | +6 | 0.0% | |||
| P•••••• S••••••••• L•• mixed wealth | San Juan, Pr | 53 | 3 | 0 | +3 | 0.0% | |||
| M••••• S•••••• wirehouse | Charleston, Sc | 53 | 6 | 0 | +6 | 0.0% | |||
| M••••• S•••••• wirehouse | Carlsbad, Ca | 53 | 3 | 0 | +3 | 0.0% | |||
| E•• A••••••• BD affiliated | Cambridge, Mn · principal | 52 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Annapolis, Md | 52 | 9 | 0 | +9 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Lake Oswego, Or | 52 | 1 | 0 | +1 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Knoxville, Tn | 52 | 6 | 0 | +6 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Columbus, Oh | 52 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Washington, Dc | 52 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Bellevue, Wa | 52 | 7 | 0 | +7 | 0.0% | |||
| N••••• I••••••••• M••••••••• B••••••• T•••• asset manager | Philadelphia, Pa · principal | 52 | 11 | 0 | +11 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Williamsville, Ny | 52 | 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.