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Team of 3 advisors, 0.2% of the 1,971 advisors the losing firm registers; roughly $118M 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
3 advisors left this firm for a company 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 Sep 25, 2026 (filing); first seen by DFX Sep 26, 2026.
Earlier readings: reading (Jul 20, 2026) → reading (Sep 25, 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 43.0: consequence 2, commercial 5, timeliness 4, novelty 4, confidence 4, magnitude 1, affected 2, actionability 3
Family: team lift out · public · computed today