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174 signals match

#25NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Integrated Financial Strategies, Llc reported RAUM $0, down 100% from $322.0M (2026-06-16 to 2026-08-28)

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 9 days ago

#26NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Prosperity - An Eisneramper Company reported RAUM $5.0B, up 58% from $3.2B (2026-07-17 to 2026-08-28)

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 9 days ago

#27NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Xypn Sapphire reported RAUM $1.3B, up 42% from $881.5M (2026-06-22 to 2026-08-27)

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 9 days ago

#28NewDerived 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 9 days ago

#29NewDerived 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 9 days ago

#30NewDerived 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 9 days ago

#31NewDerived 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 9 days ago

#32NewDerived 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 9 days ago

#33NewDerived 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 9 days ago

#34NewDerived 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 9 days ago

#35NewDerived 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 9 days ago

#36NewDerived 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 9 days ago

#37NewDerived 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 9 days ago

#38NewDerived 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 9 days ago

#39NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-13 (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 IntelligenceAug 13, 2026 · seen 9 days ago

#40NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-12 (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 12, 2026 · seen 9 days ago

#41NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-11 (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 IntelligenceAug 11, 2026 · seen 9 days ago

#42NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-07 (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 7, 2026 · seen 9 days ago

#43NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-06 (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 6, 2026 · seen 9 days ago

#44NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-05 (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 5, 2026 · seen 9 days ago

#45NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-05 (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 5, 2026 · seen 9 days ago

#46NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-05 (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 5, 2026 · seen 9 days ago

#47NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-04 (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 IntelligenceAug 4, 2026 · seen 9 days ago

#48NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-03 (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 3, 2026 · seen 9 days ago

Showing 25 to 48 of 174Previous Next

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