DFX Intelligence
For recruiters
Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
The advisors you follow that are on today's queue. Changes since your last visit are on the followed page.
Changes on what you follow · Describe your platform to see fit
Follow advisors and see the ones on today's queue here, with every change since your last visit.
Sign in to use it. It is part of the paid RIA desk, and a live RIA trial includes it.