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 4 advisors, 0.0% of the 8,054 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).
O•••• W•••••• I••• · firm
computed from facts with a stated formula and window
DFX product: Advisor Recruiting Intelligence
4 advisors left O•••• W•••••• I••• (Calabasas, CA) for L•• F•••••••• L•• within 6 days
Why now: Dated 2026-09-02 (filing); first seen by DFX 2026-09-15.
Earlier readings: reading (May 29, 2026) → reading (Jun 2, 2026) → reading (Jun 3, 2026) → reading (Jun 24, 2026) → reading (Jun 25, 2026) → reading (Jul 1, 2026) → reading (Jul 27, 2026) → reading (Jul 29, 2026) → reading (Jul 31, 2026) → reading (Aug 4, 2026) → reading (Aug 13, 2026)
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 48.5: consequence 2, commercial 5, timeliness 5, novelty 5, confidence 4, magnitude 2, affected 2, actionability 3
Family: team lift out · public · computed today