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 5 advisors, 0.3% of the 1,911 advisors the losing firm registers; roughly $51M 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••• A••••• S••••••••• L•• · firm
computed from facts with a stated formula and window
DFX product: Advisor Recruiting Intelligence
5 advisors left P••• A••••• S••••••••• L•• (MT Pleasant, SC) for M•• I•••••••• S•••••••• L•• within 6 days
Why now: Dated 2026-07-31 (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
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 46.5: consequence 2, commercial 5, timeliness 4, novelty 5, confidence 4, magnitude 2, affected 2, actionability 3
Family: team lift out · public · computed today