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174 signals match

#169NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Forum Capital Advisors Llc reported RAUM $815.2M, down 39% from $1.3B (2026-03-26 to 2026-05-29)

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

#170NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Rossby Financial, Llc reported RAUM $854.8M, up 51% from $566.0M (2026-04-06 to 2026-05-28)

Dated 2026-05-28 (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 IntelligenceMay 28, 2026 · seen 9 days ago

#171NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Cordiant Capital Inc. reported RAUM $2.8B, up 4374% from $61.9M (2026-04-10 to 2026-05-28)

Dated 2026-05-28 (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 IntelligenceMay 28, 2026 · seen 9 days ago

#172NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-05-28 (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 IntelligenceMay 28, 2026 · seen 9 days ago

#173NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-05-28 (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 IntelligenceMay 28, 2026 · seen 9 days ago

#174NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-05-27 (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 IntelligenceMay 27, 2026 · seen 9 days ago

Showing 169 to 174 of 174Previous

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