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, 0.2% of the 1,981 advisors the losing firm registers; roughly $117M 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).
T••••• A••••••• S•••••••• I••• · firm
computed from facts with a stated formula and window
DFX product: Advisor Recruiting Intelligence
3 advisors left T••••• A••••••• S•••••••• I••• (Palm Beach, FL) for R•••••• J•••• • A••••••••• I••• on the same day
Why now: Dated 2026-07-20 (filing); first seen by DFX 2026-09-15.
Earlier readings: reading (Jul 1, 2026) → reading (Jul 20, 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 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