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Data Factory

RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

JEFFERIES INVESTMENT ADVISERS LLC

CRD 325421

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:74bb5bde-5d6b-54a9-41b7-c7a118524fb6

Data as of Jun 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 147
Dated events: 40
On other graphs: 0
Observed: Mar 15, 2023 to Jun 22, 2026
10 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Jefferies Investment Advisers Llc reported RAUM $5.2B, up 51% from $3.4B (2026-02-27 to 2026-06-22)

Dated 2026-06-22 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJun 22, 2026 · seen 5 days ago

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.4 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=119.0
Regulatory AUM: $5.2BItem 5.F on the latest filing (2026-06-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.7B
Private client RAUM: $2.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 40%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 119
RAUM per advisor: $43.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 119
Advisory employees: 107
Offices: 9Schedule D 1.F, beyond the principal office
Accounts: 2,020
Individual clients: 1,649
SEC number: 801-127656
CIK: 1985043
CRD: 325421
Filings on the tape: 10
First filed: Mar 15, 2023
Latest filed: Jun 22, 2026
Organised: Limited Liability Company, DE
Website: jefferies.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 119

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MAXWELL JAMES CHENG	n/a	NEW YORK, NY	3	20	1	yes
ROBERT VINCENT PEYREIGNE	n/a	NEW YORK, NY	3	37	6	yes
MORGAN CLARKE MCLANAHAN	n/a	NEW YORK, NY	3	32	3	yes
SCOTT GEORGE SUSSMAN	n/a	NEW YORK, NY	3	36	2	yes
ALAN I WOLBERG	n/a	NEW YORK, NY	3	35	5	yes
LIZA MOMONGAN BLUNDELL	n/a	Chicago, IL \| NEW YORK, NY	3	34	6	yes
GEOFFREY CHAUSAR SCHICIANO	n/a	NEW YORK, NY \| Chicago, IL	3	33	5	yes
ELIZABETH ANN FELL	n/a	NEW YORK, NY	3	20	3	yes
ILEANA DELAHOZ PLATT	n/a	Miami, FL \| NEW YORK, NY	3	32	5	yes
Lydia Jacqueline Nunez-Ferrari	n/a	NEW YORK, NY	3	27	2	yes
JOSETTE EGAN	n/a	NEW YORK, NY \| Freehold, NJ	3	27	1	yes
EDWARD EDMONDSON DURKIN	n/a	NEW YORK, NY \| Palm Beach, FL \| Miami, FL	3	30	2	yes
PETER FRANCIS CAHILL	n/a	Hillsdale, NJ \| NEW YORK, NY	3	29	1	yes
Gregory Kaplan	Chartered Financial Analyst	San Francisco, CA \| NEW YORK, NY	3	28	3	yes
MICHAEL RICHARD ROSS	Certified Financial Planner	NEW YORK, NY	3	28	5	yes
ODETTE AGUILA-CHACON	n/a	NEW YORK, NY \| Miami, FL	3	28	5	yes
ALAN E FELDMAN	n/a	NEW YORK, NY	3	24	1	yes
YHADIRA MERCADO	n/a	NEW YORK, NY \| Miami, FL	3	11	3	yes
FRANKLYN JOHNSON COLLYMORE	n/a	NEW YORK, NY	3	27	2	yes
GREGORY K CHO	n/a	NEW YORK, NY \| LOS ANGELES, CA	3	26	2	yes
LAURIE R GOODMAN	n/a	NEW YORK, NY	3	21	2	yes
SCOTT RICHARD HALL	n/a	CHICAGO, IL \| Chicago, IL \| NEW YORK, NY	3	16	1	yes
EMANUELE SANDRO PIRRELLO	n/a	NEW YORK, NY	3	21	2	yes
LEANDRO MILITITSKY	n/a	NEW YORK, NY \| Stamford, CT	3	17	2	yes
RUTH MARICELA MEJIA	n/a	NEW YORK, NY	3	18	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COLLYMORE, FRANKLYN, JOHNSON	SENIOR VICE PRESIDENT, HEAD OF WEALTH MANAGEMENT SUPERVISION & RISK	Na	yes	03/2023	Jun 22, 2026	Jun 22, 2026
GOODMAN, LAURIE, R	MANAGING DIRECTOR-HEAD OF INVESTMENT & WEALTH SOLUTIONS	Na	yes	03/2023	Jun 22, 2026	Jun 22, 2026
PAGANO, MICHAEL, JOSEPH	MANAGING DIRECTOR- CO- PRESIDENT	Na	yes	03/2023	Jun 22, 2026	Jun 22, 2026
PEYREIGNE, ROBERT, VINCENT	MANAGING DIRECTOR- CO- PRESIDENT	Na	yes	03/2023	Jun 22, 2026	Jun 22, 2026
JEFFERIES FINANCIAL GROUP INC.	DIRECT OWNER	E	yes	03/2023	Mar 15, 2023	Feb 29, 2024
LEVOVITZ, SONIA, HAN	Secretary	Na	no	03/2023	Jun 22, 2026	Jun 22, 2026
NAGY, DAVID, J	CHIEF COMPLIANCE OFFICER	Na	no	03/2023	Jun 22, 2026	Jun 22, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JEFFERIES FINANCE LLC	n/a	Asset manager	$25B	N	yes	n/a
LEUCADIA ASSET MANAGEMENT LLC	n/a	Asset manager	$3.1B	N	yes	n/a
JEFFERIES RESEARCH SERVICES LLC	n/a	No RAUM reported	$0	N	yes	n/a
JEFFERIES FINANCIAL SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a
JEFFERIES INSURANCE BROKERAGE LLC	n/a	n/a	n/a	N	yes	n/a
JEFFERIES LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Miami	FL	United States	39	yes
Chicago	IL	United States	11	yes
LOS ANGELES	CA	United States	5	yes
Stamford	Ct	United States	4	yes
Atlanta	Ga	United States	4	yes
Philadelphia	Pa	United States	3	yes
SAN FRANCISCO	CA	United States	2	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$3.4B	$3.0B	119	107	9	n/a	n/a
2024	Feb 27, 2025	$3.4B	$3.0B	135	100	7	n/a	n/a
2023	Feb 29, 2024	$3.1B	$2.7B	144	109	7	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
6	4	2	3.4%	4	4	0	25	15

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$5.2B	$3.4B	51.5%	n/a	n/a	119	135	9	7

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MORGAN STANLEY	3	Nov 6, 2023	Nov 16, 2023	AVENTURA, FL	Team lift out	Wirehouse to ibd	0.0%
WILLIAM BLAIR & COMPANY L.L.C.	2	Jun 20, 2023	Jun 16, 2023	CHICAGO, IL	Team lift out	Ibd to new firm	0.8%

Relationships

showing 80 of 147

Registered with (75)

← Triana Raquel ArellanoAdvisorregistration: current employment
Aug 20, 2026 to presentfactForm ADV
← DANIEL PAUL FITZGERALDAdvisorregistration: current employment
Aug 17, 2026 to presentfactForm ADV
← MICHAEL TAILAAdvisorregistration: current employment
Aug 11, 2026 to presentfactForm ADV
← Joshua Michael WolfelAdvisorregistration: current employment
Aug 4, 2026 to presentfactForm ADV
← Evangelos E MorosAdvisorregistration: current employment
Jul 7, 2026 to presentfactForm ADV
← Cameron PetrieAdvisorregistration: current employment
Jul 6, 2026 to presentfactForm ADV
← Tatiane Yiumy Maeda PascoalAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← qing yinAdvisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← Michael CallyAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← William SalottoAdvisorregistration: current employment
Mar 23, 2026 to presentfactForm ADV
← Nancy LuAdvisorregistration: current employment
Jan 27, 2026 to presentfactForm ADV
← Robert Charles SternAdvisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← Vallerie DiazAdvisorregistration: current employment
Dec 15, 2025 to presentfactForm ADV
← Serena CastellanoAdvisorregistration: current employment
Dec 10, 2025 to presentfactForm ADV
← JACQUELINE TOWNSENDAdvisorregistration: current employment
Nov 12, 2025 to presentfactForm ADV
← Amanda ParnessAdvisorregistration: current employment
Nov 4, 2025 to presentfactForm ADV
← Calvin Reese HydeAdvisorregistration: current employment
Oct 27, 2025 to presentfactForm ADV
← Jack DalyAdvisorregistration: current employment
Sep 9, 2025 to presentfactForm ADV
← Nicholas Stephen HendersonAdvisorregistration: current employment
Sep 8, 2025 to presentfactForm ADV
← Thomas Frederick SavinoAdvisorregistration: current employment
Sep 4, 2025 to presentfactForm ADV
← Harold BatlleAdvisorregistration: current employment
Jul 15, 2025 to presentfactForm ADV
← Luke William FenkerAdvisorregistration: current employment
Jun 27, 2025 to presentfactForm ADV
← Thomas DeCiccoAdvisorregistration: current employment
Jun 26, 2025 to presentfactForm ADV
← Bryan Horst PinedoAdvisorregistration: current employment
Jun 26, 2025 to presentfactForm ADV
← Dillon Cade OBrienAdvisorregistration: current employment
Jun 26, 2025 to presentfactForm ADV
← Erik Scott FinwallAdvisorregistration: current employment
Jun 2, 2025 to presentfactForm ADV
← Ilana Galanti BlochAdvisorregistration: current employment
May 19, 2025 to presentfactForm ADV
← Steven Robert PetrovichAdvisorregistration: current employment
Apr 17, 2025 to presentfactForm ADV
← LESTER E KUANAdvisorregistration: current employment
Mar 26, 2025 to presentfactForm ADV
← Mariana Isabel Muro RiveiroAdvisorregistration: current employment
Mar 20, 2025 to presentfactForm ADV
and 45 more

Affiliated with (5)

→ LEUCADIA ASSET MANAGEMENT LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ JEFFERIES FINANCE LLCRegistered adviserother investment adviser, common control
factForm ADV
→ JEFFERIES RESEARCH SERVICES LLCRegistered adviserother investment adviser, common control
factForm ADV
← LEUCADIA ASSET MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
← JEFFERIES RESEARCH SERVICES LLCRegistered adviserother investment adviser, common control
factForm ADV

Dated events

38 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 1, 2026
Advisor changed firm
Brittany A. Saunders left Jefferies Investment Advisers LLC for Orion Portfolio Solutions, LLC (registered 2026-09-14)
Form ADVobserved 4 days ago
Occurred
Aug 24, 2026
Advisor changed firm
Gina Ferreira left Jefferies Investment Advisers Llc for Raymond James & Associates, Inc. (registered 2026-08-27)
Form ADVobserved 5 days ago

Show 38 bookkeeping events

Occurred
Sep 17, 2026
Solomon L Chehebar added a OH registration at Jefferies Investment Advisers Llc
Occurred
Sep 17, 2026
Robert Louis Constant added a OH registration at Jefferies Investment Advisers Llc
Occurred
Sep 17, 2026
Jaime Antonio Fals added a OH registration at Jefferies Investment Advisers Llc
Occurred
Sep 16, 2026
Triana Raquel Arellano added a MA registration at Jefferies Investment Advisers Llc
Occurred
Sep 4, 2026
Triana Raquel Arellano added a AZ registration at Jefferies Investment Advisers Llc
Occurred
Aug 31, 2026
Triana Raquel Arellano added a SD registration at Jefferies Investment Advisers Llc
Occurred
Aug 28, 2026
Triana Raquel Arellano added a WV registration at Jefferies Investment Advisers Llc
Occurred
Aug 27, 2026
Triana Raquel Arellano added a UT registration at Jefferies Investment Advisers Llc
Occurred
Aug 26, 2026
Triana Raquel Arellano added a VI registration at Jefferies Investment Advisers Llc
Occurred
Aug 26, 2026
Triana Raquel Arellano added a NJ registration at Jefferies Investment Advisers Llc
Occurred
Aug 25, 2026
Triana Raquel Arellano added a ND registration at Jefferies Investment Advisers Llc
Occurred
Aug 25, 2026
Triana Raquel Arellano added a NM registration at Jefferies Investment Advisers Llc
Occurred
Aug 25, 2026
Triana Raquel Arellano added a ME registration at Jefferies Investment Advisers Llc
Occurred
Aug 25, 2026
Triana Raquel Arellano added a LA registration at Jefferies Investment Advisers Llc
Occurred
Aug 24, 2026
Triana Raquel Arellano added a FL registration at Jefferies Investment Advisers Llc
Occurred
Aug 24, 2026
Triana Raquel Arellano added a NV registration at Jefferies Investment Advisers Llc
Occurred
Aug 24, 2026
Triana Raquel Arellano added a NE registration at Jefferies Investment Advisers Llc
Occurred
Aug 21, 2026
Triana Raquel Arellano added a GA registration at Jefferies Investment Advisers Llc
Occurred
Aug 21, 2026
Triana Raquel Arellano added a VT registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a PR registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a RI registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a SC registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a TX registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a VA registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a WA registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a AL registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a AK registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a AR registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a CA registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a WI registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a WY registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a KS registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a CO registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a CT registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a DE registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a MI registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a MN registration at Jefferies Investment Advisers Llc
Occurred
Aug 20, 2026
Triana Raquel Arellano added a MS registration at Jefferies Investment Advisers Llc

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74bb5bde-5d6b-54a9-41b7-c7a118524fb6
First observed: Mar 15, 2023
Last observed: Jun 22, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEFFERIES INVESTMENT ADVISERS LLC

CRD 325421

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:74bb5bde-5d6b-54a9-41b7-c7a118524fb6

Data as of Jun 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MAXWELL JAMES CHENG

n/a

NEW YORK, NY

yes

ROBERT VINCENT PEYREIGNE

n/a

NEW YORK, NY

yes

MORGAN CLARKE MCLANAHAN

n/a

NEW YORK, NY

yes

SCOTT GEORGE SUSSMAN

n/a

NEW YORK, NY

yes

ALAN I WOLBERG

n/a

NEW YORK, NY

yes

LIZA MOMONGAN BLUNDELL

n/a

Chicago, IL | NEW YORK, NY

yes

GEOFFREY CHAUSAR SCHICIANO

n/a

NEW YORK, NY | Chicago, IL

yes

ELIZABETH ANN FELL

n/a

NEW YORK, NY

yes

ILEANA DELAHOZ PLATT

n/a

Miami, FL | NEW YORK, NY

yes

Lydia Jacqueline Nunez-Ferrari

n/a

NEW YORK, NY

yes

JOSETTE EGAN

n/a

NEW YORK, NY | Freehold, NJ

yes

EDWARD EDMONDSON DURKIN

n/a

NEW YORK, NY | Palm Beach, FL | Miami, FL

yes

PETER FRANCIS CAHILL

n/a

Hillsdale, NJ | NEW YORK, NY

yes

Gregory Kaplan

Chartered Financial Analyst

San Francisco, CA | NEW YORK, NY

yes

MICHAEL RICHARD ROSS

Certified Financial Planner

NEW YORK, NY

yes

ODETTE AGUILA-CHACON

n/a

NEW YORK, NY | Miami, FL

yes

ALAN E FELDMAN

n/a

NEW YORK, NY

yes

YHADIRA MERCADO

n/a

NEW YORK, NY | Miami, FL

yes

FRANKLYN JOHNSON COLLYMORE

n/a

NEW YORK, NY

yes

GREGORY K CHO

n/a

NEW YORK, NY | LOS ANGELES, CA

yes

LAURIE R GOODMAN

n/a

NEW YORK, NY

yes

SCOTT RICHARD HALL

n/a

CHICAGO, IL | Chicago, IL | NEW YORK, NY

yes

EMANUELE SANDRO PIRRELLO

n/a

NEW YORK, NY

yes

LEANDRO MILITITSKY

n/a

NEW YORK, NY | Stamford, CT

yes

RUTH MARICELA MEJIA

n/a

NEW YORK, NY

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLLYMORE, FRANKLYN, JOHNSON

SENIOR VICE PRESIDENT, HEAD OF WEALTH MANAGEMENT SUPERVISION & RISK

yes

03/2023

Jun 22, 2026

GOODMAN, LAURIE, R

MANAGING DIRECTOR-HEAD OF INVESTMENT & WEALTH SOLUTIONS

yes

03/2023

Jun 22, 2026

PAGANO, MICHAEL, JOSEPH

MANAGING DIRECTOR- CO- PRESIDENT

yes

03/2023

Jun 22, 2026

PEYREIGNE, ROBERT, VINCENT

MANAGING DIRECTOR- CO- PRESIDENT

yes

03/2023

Jun 22, 2026

JEFFERIES FINANCIAL GROUP INC.

DIRECT OWNER

yes

03/2023

Mar 15, 2023

Feb 29, 2024

LEVOVITZ, SONIA, HAN

Secretary

03/2023

Jun 22, 2026

NAGY, DAVID, J

CHIEF COMPLIANCE OFFICER

03/2023

Jun 22, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JEFFERIES FINANCE LLC

n/a

Asset manager

$25B

yes

n/a

LEUCADIA ASSET MANAGEMENT LLC

n/a

Asset manager

$3.1B

yes

n/a

JEFFERIES RESEARCH SERVICES LLC

n/a

No RAUM reported

yes

n/a

JEFFERIES FINANCIAL SERVICES, INC.

n/a

yes

n/a

JEFFERIES INSURANCE BROKERAGE LLC

n/a

yes

n/a

JEFFERIES LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Miami

United States

yes

Chicago

United States

yes

LOS ANGELES

United States

yes

Stamford

United States

yes

Atlanta

United States

yes

Philadelphia

United States

yes

SAN FRANCISCO

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$3.4B

$3.0B

119

107

n/a

2024

Feb 27, 2025

$3.4B

$3.0B

135

100

n/a

2023

Feb 29, 2024

$3.1B

$2.7B

144

109

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

3.4%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$5.2B

$3.4B

51.5%

n/a

119

135

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MORGAN STANLEY

Nov 6, 2023

Nov 16, 2023

AVENTURA, FL

Team lift out

Wirehouse to ibd

0.0%

WILLIAM BLAIR & COMPANY L.L.C.

Jun 20, 2023

Jun 16, 2023

CHICAGO, IL

Team lift out

Ibd to new firm

0.8%