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, 0.0% of the 16,954 advisors the losing firm registers; roughly $162M 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).
S•••••••• A••••••• L•• · firm
computed from facts with a stated formula and window
DFX product: Advisor Recruiting Intelligence
2 advisors left S•••••••• A••••••• L•• (Boston, MA) for S•• Z••• W••••• on the same day
Why now: Dated 2026-08-03 (filing); first seen by DFX 2026-09-15.
Earlier readings: reading (May 27, 2026) → reading (Jun 10, 2026) → reading (Jun 11, 2026) → reading (Jun 11, 2026) → reading (Jun 18, 2026) → reading (Jul 1, 2026) → reading (Jul 10, 2026) → reading (Jul 13, 2026) → reading (Aug 1, 2026) → reading (Aug 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
No credit, portfolio or investment lead on the roster.
the registrations are a re-registration under a renamed firm
Not yet on record: advisors, historical lift, median warning.
Rank 42.5: consequence 2, commercial 5, timeliness 4, novelty 5, confidence 4, magnitude 0, affected 2, actionability 3
Family: team lift out · public · computed today