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 2 advisors, 2.0% of the 102 advisors the losing firm registers; roughly $86M 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).
P••••••••• C•••••• A••••••• · firm
computed from facts with a stated formula and window
DFX product: Advisor Recruiting Intelligence
2 advisors left P••••••••• C•••••• A••••••• (Lafayette, LA) for T•••• W••••• P•••••••• L•• on the same day
Why now: Dated 2026-09-11 (filing); first seen by DFX 2026-09-23.
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 5, novelty 5, confidence 4, magnitude 0, affected 2, actionability 3
Family: team lift out · public · computed today