DFX Intelligence
Reading the graph
Reading the graph
a same-day team move names the losing and gaining firm; recruiters, custodians and aggregators act on it within days. Team of 3 advisors, 0.1% of the 2,612 advisors the losing firm registers; roughly $453M of RAUM at that firm's average per advisor (estimate, not a disclosed figure). Evidence class: derived; source IAPD individual compilation feed (every investment adviser representative, daily).
R••••• W• B•••• • C•• I••••••••• · firm
computed from facts with a stated formula and window
DFX product: Advisor Recruiting Intelligence
3 advisors left R••••• W• B•••• • C•• I••••••••• (Quad Cities, IA) for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• on the same day
Why now: Dated 2026-07-03 (filing); first seen by DFX 2026-09-15.
Earlier readings: reading (Jun 23, 2026) → reading (Jul 3, 2026), this reading
Buyer classes for this family: RIA aggregators, Advisor recruiters, Custodians, RIA principals.
the registrations are a re-registration under a renamed firm
the registrations are a re-registration under a renamed firm
Not yet on record: advisors, historical lift, median warning.
Rank 44.5: consequence 2, commercial 5, timeliness 4, novelty 5, confidence 4, magnitude 1, affected 2, actionability 3
Family: team lift out · public · computed today