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 | Williamsville, Ny | 52 | 6 | 0 | +6 | 0.0% | |||
| UBS FINANCIAL SERVICES INC. wirehouse | Oakbrook Terrace, Il | 52 | 6 | 0 | +6 | 0.0% | |||
| ARAX ADVISORY PARTNERS BD affiliated | Houston, Tx | 52 | 52 | 0 | +52 | 0.0% | 1 | ||
| L•• F•••••••• L•• BD affiliated | Lakeland, Fl | 51 | 7 | 0 | +7 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Lexington, Ky | 51 | 5 | 0 | +5 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Clayton, Mo | 51 | 8 | 0 | +8 | 0.0% | 1 | ||
| P•••••••• L•• independent RIA | Saint Louis, Mo · principal | 51 | 15 | 0 | +15 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | San Antonio, Tx | 51 | 20 | 0 | +20 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Troy, Oh | 51 | 6 | 0 | +6 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Fayetteville, Ga | 51 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Palm Beach Gardens, Fl | 51 | 7 | 0 | +7 | 0.0% | 1 | ||
| N•• A•••• M••••••••• L•• BD affiliated | Fair Lawn, Nj · principal | 51 | 3 | 0 | +3 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Leawood, Ks | 51 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Virginia Beach, Va | 51 | 6 | 0 | +6 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Cartersville, Ga | 51 | 8 | 0 | +8 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Nashville, Tn | 51 | 7 | 0 | +7 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Haslet, Tx | 51 | 2 | 0 | +2 | 0.0% | |||
| M••••• S•••••• wirehouse | Plano, Tx | 51 | 3 | 0 | +3 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Asheville, Nc | 51 | 3 | 0 | +3 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | New Orleans, La | 51 | 6 | 0 | +6 | 0.0% | |||
| M••••• S•••••• wirehouse | Chesterfield, Mo | 51 | 3 | 0 | +3 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Wellesley, Ma | 51 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Katy, Tx | 51 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Cincinnati, Oh | 51 | 6 | 0 | +6 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Alexandria, Va | 51 | 5 | 0 | +5 | 0.0% | |||
| M••••• S•••••• wirehouse | Hunt Valley, Md | 51 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Pleasanton, Ca | 51 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Naples, Fl | 50 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Bedford, Nh | 50 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Union, Ky | 50 | 1 | 0 | +1 | 0.0% | |||
| U•• F•••••••• S••••••• I••• wirehouse | Columbus, Oh | 50 | 3 | 0 | +3 | 0.0% | |||
| M••••• S•••••• wirehouse | Huntsville, Al | 50 | 3 | 0 | +3 | 0.0% | |||
| F•••• T•••• A••••••• L• asset manager | Franklin, Tn | 50 | 8 | 0 | +8 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Mckinney, Tx | 50 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Ponte Vedra Beach, Fl | 50 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Arlington, Va | 50 | 6 | 0 | +6 | 0.0% | |||
| V••• F•••••••• A•••••••• I••• BD affiliated | Austin, Tx | 50 | 6 | 0 | +6 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | New Brighton, Mn | 50 | 5 | 0 | +5 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bethesda, Md | 50 | 4 | 0 | +4 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bethesda, Md | 50 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Sandy, Ut | 50 | 6 | 0 | +6 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Walnut Creek, Ca | 50 | 9 | 0 | +9 | 0.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Winter Park, Fl | 50 | 2 | 0 | +2 | 0.0% | |||
| S••••• A•••••••• L•• independent RIA | San Diego, Ca · principal | 49 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Westwood, Ma | 49 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Miamisburg, Oh | 49 | 5 | 0 | +5 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Edina, Mn | 49 | 6 | 0 | +6 | 0.0% | |||
| M••••• S•••••• wirehouse | Leawood, Ks | 49 | 0 | 0 | 0 | 0.0% | |||
| S••••••••• L•• independent RIA | Atlanta, Ga · principal | 49 | 9 | 0 | +9 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Danvers, Ma | 49 | 7 | 0 | +7 | 0.0% | |||
| P•••••• mixed wealth | Shelton, Ct · principal | 49 | 15 | 0 | +15 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Overland Park, Ks | 49 | 4 | 0 | +4 | 0.0% | |||
| F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | Columbia, Sc | 49 | 7 | 0 | +7 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Denver, Co | 49 | 10 | 0 | +10 | 0.0% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Maple Grove, Mn | 48 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Brea, Ca | 48 | 4 | 0 | +4 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | St Paul, Mn | 48 | 0 | 0 | 0 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Wall Township, Nj | 48 | 5 | 0 | +5 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Orlando, Fl | 48 | 10 | 0 | +10 | 0.0% | 1 | ||
| S•••••••• A••••••• L•• national BD | Brookfield, Wi | 48 | 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.