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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK INVESTMENT MANAGEMENT, LLC asset manager | Atlanta, Ga | 48 | 11 | 0 | +11 | 0.0% | |||
| STRATEGIC ADVISERS LLC national BD | Torrance, Ca | 48 | 7 | 0 | +7 | 0.0% | |||
| ROBERT W. BAIRD & CO. INCORPORATED mixed wealth | Roseville, Ca | 48 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | St Paul, Mn | 48 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Alpharetta, Ga | 48 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Brea, Ca | 48 | 4 | 0 | +4 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Orland Park, Il | 48 | 6 | 0 | +6 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Orlando, Fl | 48 | 10 | 0 | +10 | 0.0% | 1 | ||
| W•••• F•••• A••••••• wirehouse | Linwood, Nj | 48 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Kansas City, Mo | 48 | 7 | 0 | +7 | 0.0% | 1 | ||
| M••••• S•••••• wirehouse | Orland Park, Il | 48 | 4 | 0 | +4 | 0.0% | |||
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | Dallas, Tx | 48 | 7 | 0 | +7 | 0.0% | 2 | ||
| O•••• W•••••• I••• BD affiliated | Melville, Ny | 48 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Fairfield, Ct | 48 | 5 | 0 | +5 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Atlanta, Ga | 47 | 1 | 0 | +1 | 0.0% | |||
| R•••••• J•••• • A••••••••• I••• national BD | Carmel, In | 47 | 6 | 0 | +6 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Ft Lauderdale, Fl | 47 | 5 | 0 | +5 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Highlands Ranch, Co | 47 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• G••••• M•••••• I••• BD affiliated | Denver, Co | 47 | 7 | 0 | +7 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Bloomfield Hills, Mi | 47 | 5 | 0 | +5 | 0.0% | |||
| J•• F•••••••• G•••• L•• independent RIA | Downers Grove, Il · principal | 47 | 7 | 0 | +7 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Annapolis, Md | 47 | 5 | 0 | +5 | 0.0% | |||
| P••• A••••• S••••••••• L•• BD affiliated | Pittsburgh, Pa | 47 | 2 | 0 | +2 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Towson, Md | 47 | 2 | 0 | +2 | 0.0% | |||
| A••••••• I••••••••• A•••••••• L•• independent RIA | Dallas, Tx · principal | 47 | 21 | 0 | +21 | 0.0% | 1 | ||
| A••••••••• F•••••••• S•••••••• L•• national BD | Vienna, Va | 47 | 3 | 0 | +3 | 0.0% | |||
| J••• M••••• I••••••••• M••••••••• I••• asset manager | New York, Ny · principal | 47 | 1 | 0 | +1 | 0.0% | |||
| P••••••••• S••••••••• C••••••••• independent RIA | Austin, Tx | 47 | 4 | 0 | +4 | 0.0% | |||
| W••••• M••••••••• mixed wealth | Norfolk, Ne · principal | 47 | 6 | 0 | +6 | 0.0% | |||
| V•••••••• W••••• A•••••••• L•• independent RIA | St Louis, Mo | 47 | 5 | 0 | +5 | 0.0% | |||
| E••••••••• W••••• A•••••••• L•• independent RIA | Birmingham, Al · principal | 47 | 16 | 0 | +16 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | Chicago, Il | 47 | 9 | 0 | +9 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Rochester, Mn | 47 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Princeton, Nj | 47 | 7 | 0 | +7 | 0.0% | |||
| V••• F•••••••• A•••••••• I••• BD affiliated | Melville, Ny | 47 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Staten Island, Ny | 46 | 0 | 0 | 0 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Millburn, Nj | 46 | 6 | 0 | +6 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Farmington Hills, Mi | 46 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Sugar Land, Tx | 46 | 8 | 0 | +8 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Pittsburgh, Pa | 46 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Peoria, Az | 46 | 5 | 0 | +5 | 0.0% | |||
| B••••••••• W••••• M••••••••• L•• independent RIA | Austin, Tx · principal | 46 | 35 | 0 | +35 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Lexington, Ky | 46 | 5 | 0 | +5 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Leawood, Ks | 46 | 4 | 0 | +4 | 0.0% | |||
| S•••• F••• I••••••••• M••••••••• C•••• asset manager | San Antonio, Tx | 46 | 3 | 0 | +3 | 0.0% | |||
| S••••••• F••••••••• L••• C•• independent RIA | Houston, Tx · principal | 46 | 6 | 0 | +6 | 0.0% | |||
| M••••• S•••••• wirehouse | Sewickley, Pa | 46 | 4 | 0 | +4 | 0.0% | |||
| E••••• J•••• national BD | Grand Rapids, Mi | 46 | 7 | 0 | +7 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Novi, Mi | 46 | 8 | 0 | +8 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Boca Raton, Fl | 45 | 2 | 0 | +2 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Huntington Beach, Ca | 45 | 2 | 0 | +2 | 0.0% | |||
| R••••• W• B•••• • C•• I••••••••• mixed wealth | Cleveland, Oh | 45 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Orange, Oh | 45 | 3 | 0 | +3 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Austin, Tx | 45 | 2 | 0 | +2 | 0.0% | |||
| R•• C•••••• M••••••• L•• national BD | Chicago, Il | 45 | 11 | 0 | +11 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Atlanta, Ga | 45 | 2 | 0 | +2 | 0.0% | 1 | ||
| C••••••••• F•••••••• P••••••• independent RIA | Mcmurray, Pa · principal | 45 | 8 | 0 | +8 | 0.0% | |||
| N•••••• W••••• M••••••••• independent RIA | Green Bay, Wi · principal | 45 | 13 | 0 | +13 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Glastonbury, Ct | 45 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Tysons Corner, Va | 45 | 1 | 0 | +1 | 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.