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Team of 7 advisors, 0.4% of the 1,971 advisors the losing firm registers; roughly $275M of RAUM at that firm's average per advisor (estimate, not a disclosed figure).
The firm is named for subscribers · firm
computed from facts with a stated formula and window
DFX product: Advisor Recruiting Intelligence
7 advisors left this firm for an investment firm on the same day
Who this signal is about
The subject, every party and every lender behind this signal, with the evidence for each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Dated Oct 21, 2026 (filing); first seen by DFX Oct 27, 2026.
Earlier readings: reading (Jul 20, 2026) → reading (Sep 25, 2026) → reading (Sep 28, 2026) → reading (Oct 1, 2026) → reading (Oct 14, 2026) → reading (Oct 21, 2026), this reading
+1 additional party
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
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
+640 additional signals like this
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Not yet on record: advisors, historical lift, median warning.
Rank 50.5: consequence 2, commercial 5, timeliness 5, novelty 5, confidence 4, magnitude 3, affected 2, actionability 3
Family: team lift out · public · computed today