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162 signals match

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Tru Independence Asset Management 2, Llc reported RAUM $92.7M, down 65% from $264.7M (2026-08-25 to 2026-09-13)

Dated 2026-09-13 (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 IntelligenceSep 13, 2026 · seen 8 days ago

#2NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Ancient Management Lp D/B/A Ancient reported RAUM $838.6M, up 58% from $531.5M (2026-03-31 to 2026-09-11)

Dated 2026-09-11 (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 IntelligenceSep 11, 2026 · seen 8 days ago

#3NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Agis Management Llc reported RAUM $220.2M, down 49% from $428.7M (2026-03-28 to 2026-09-09)

Dated 2026-09-09 (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 IntelligenceSep 9, 2026 · seen 8 days ago

#4NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-09 (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 IntelligenceSep 9, 2026 · seen 8 days ago

#5NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-04 (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 IntelligenceSep 4, 2026 · seen 8 days ago

#6NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-04 (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 IntelligenceSep 4, 2026 · seen 8 days ago

#7NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-01 (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 IntelligenceSep 1, 2026 · seen 8 days ago

#8NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-01 (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 IntelligenceSep 1, 2026 · seen 8 days ago

#9NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-28 (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 IntelligenceAug 28, 2026 · seen 8 days ago

#10NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-28 (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 IntelligenceAug 28, 2026 · seen 8 days ago

#11NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-28 (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 IntelligenceAug 28, 2026 · seen 8 days ago

#12NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-28 (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 IntelligenceAug 28, 2026 · seen 8 days ago

#13NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-27 (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 IntelligenceAug 27, 2026 · seen 8 days ago

#14NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-25 (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 IntelligenceAug 25, 2026 · seen 8 days ago

#15NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-25 (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 IntelligenceAug 25, 2026 · seen 8 days ago

#16NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-25 (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 IntelligenceAug 25, 2026 · seen 8 days ago

#17NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-25 (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 IntelligenceAug 25, 2026 · seen 8 days ago

#18NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-21 (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 IntelligenceAug 21, 2026 · seen 8 days ago

#19NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-21 (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 IntelligenceAug 21, 2026 · seen 8 days ago

#20NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-21 (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 IntelligenceAug 21, 2026 · seen 8 days ago

#21NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-21 (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 IntelligenceAug 21, 2026 · seen 8 days ago

#22NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-17 (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 IntelligenceAug 17, 2026 · seen 8 days ago

#23NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-17 (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 IntelligenceAug 17, 2026 · seen 8 days ago

#24NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-17 (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 IntelligenceAug 17, 2026 · seen 8 days ago

Showing 1 to 24 of 162Next

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