DFX Intelligence

All intelligence

Every actionable signal, ranked

The full stream behind Intelligence now. Same rank, no cap.

Sort

174 signals match

#145NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Cercano Management Llc reported RAUM $7.3B, down 31% from $10.6B (2026-03-25 to 2026-06-18)

Dated 2026-06-18 (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 18, 2026 · seen 9 days ago

#146NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Cape Ann Asset Management reported RAUM $3.8B, up 63% from $2.3B (2025-06-05 to 2026-06-17)

Dated 2026-06-17 (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 IntelligenceJun 17, 2026 · seen 9 days ago

#147NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Marcellus Investment Managers Private Limited reported RAUM $315.2M, down 48% from $603.4M (2026-04-22 to 2026-06-17)

Dated 2026-06-17 (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 IntelligenceJun 17, 2026 · seen 9 days ago

#148NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-17 (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 IntelligenceJun 17, 2026 · seen 9 days ago

#149NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-16 (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 16, 2026 · seen 9 days ago

#150NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-15 (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 15, 2026 · seen 9 days ago

#151NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-15 (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 15, 2026 · seen 9 days ago

#152NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-12 (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 IntelligenceJun 12, 2026 · seen 9 days ago

#153NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-12 (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 IntelligenceJun 12, 2026 · seen 9 days ago

#154NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-11 (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 IntelligenceJun 11, 2026 · seen 9 days ago

#155NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-11 (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 IntelligenceJun 11, 2026 · seen 9 days ago

#156NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-10 (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 10, 2026 · seen 9 days ago

#157NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-09 (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 IntelligenceJun 9, 2026 · seen 9 days ago

#158NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-08 (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 8, 2026 · seen 9 days ago

#159NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-04 (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 IntelligenceJun 4, 2026 · seen 9 days ago

#160NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-03 (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 IntelligenceJun 3, 2026 · seen 9 days ago

#161NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-03 (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 IntelligenceJun 3, 2026 · seen 9 days ago

#162NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-03 (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 IntelligenceJun 3, 2026 · seen 9 days ago

#163NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-02 (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 2, 2026 · seen 9 days ago

#164NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-01 (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 IntelligenceJun 1, 2026 · seen 9 days ago

#165NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-05-29 (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 IntelligenceMay 29, 2026 · seen 9 days ago

#166NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-05-29 (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 IntelligenceMay 29, 2026 · seen 9 days ago

#167NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-05-29 (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 IntelligenceMay 29, 2026 · seen 9 days ago

#168NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-05-29 (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 IntelligenceMay 29, 2026 · seen 9 days ago

Showing 145 to 168 of 174Previous Next

The the subject of each signal past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get a subscription for every name. Every figure, date and source is public either way.