Across 23 of the 40 largest (by RAUM) wealth managers whose Schedule A owner resolves to a private equity sponsor, IAPD registration spans between 2025-09-18 and 2026-09-18 show 1,757 advisors joining and 955 leaving (net +802). Largest movers: Wealth Enhancement Advisory Services, Llc +144 (168 in, 24 out; TA Associates on Schedule A since 2019-10-07); Mercer Global Advisors Inc. +130 (146 in, 16 out; APH III GP LP on Schedule A since 2023-09-22); Rockefeller Capital Management +120 (143 in, 23 out; Viking Global Investors LP on Schedule A since 2018-08-23); Mariner +86 (130 in, 44 out; Leonard Green & Partners, L.P. on Schedule A since 2021-07-30); Osaic Wealth, Inc. -81 (348 in, 429 out; Reverence Capital Partners on Schedule A since 2019-08-30); Beacon Pointe Advisors, Llc +76 (93 in, 17 out; Kohlberg Kravis Roberts & Co. L.P. on Schedule A since 2022-02-03); Waverly Advisors, Llc +66 (69 in, 3 out; Hggc, LLC on Schedule A since 2022-01-18); Kestra Advisory Services, Llc +56 (156 in, 100 out; OAK Hill Capital Management, LLC on Schedule A since 2023-03-06).
Sep 18, 2025 to Sep 18, 202623 evidence rowsconfirmed today
Form ADV Schedule A and B name the owners of each adviser. 550 owner rows on 319 advisers resolve by identifier to a sponsor on the private equity graph (precision 1.00 on track Z's labels); 103 of those advisers are wealth managers with 37,613 registered advisors and $4.78T of RAUM as filed. Largest sponsors by wealth platforms: Clayton, Dubilier & Rice, LLC 35 (Ancora Private Wealth Advisors, Llc, Ars Wealth Advisors, Asset Advisors, Badgley Phelps Wealth Managers, ...); Reverence Capital Partners 5 (Osaic Advisory Services, Llc, Osaic Institutions, Inc., Osaic Wealth, Inc., Seia, ...); OAK Hill Capital Management, LLC 5 (Goldstein Advisors, Llc, Hughes Financial Services, Llc, Kestra Advisory Services, Llc, Kestra Private Wealth Services, Llc, ...); Bain Capital Private Equity, LP 4 (Ac Wealth Partners, Envestnet Pmc, Envestnet Portfolio Solutions, Inc., Qrg Capital Management, Inc.); Leonard Green & Partners, L.P. 3 (Mariner, Mariner Advisor Network, Mariner Independent); The Vistria Group, LP 3 (Ingham Retirement Group, Pasi Investments, Llc, The Mather Group, Llc).
Sep 18, 202625 evidence rowsconfirmed today
On annual amendments filed after 2024-12-31, 156 wealth managers reported a higher Item 5 private fund count than on the prior year's amendment, 445 funds added in total. Most: Ehrenkranz Partners L.P. 13 to 51 (2025-03-20 to 2026-03-26); Belzberg & Co. 56 to 90 (2025-03-31 to 2026-03-30); Diversifi Capital Inc 6 to 18 (2025-04-24 to 2026-04-29); Battery Global Advisors, Llc 66 to 77 (2025-03-27 to 2026-03-30); Waverly Advisors, Llc 8 to 19 (2025-04-04 to 2026-03-31); Offit Capital 113 to 123 (2025-03-27 to 2026-03-30).
Feb 4, 2025 to Apr 30, 202620 evidence rowsconfirmed today
On Form ADV Schedule D 7.B.(1) filings dated 2024-01-01 to 2024-12-31 (the last year the SEC extract covers per fund), 228 advisers classed as wealth managers reported 511 private funds for the first time, $21.8B of gross asset value where reported. Most: Gotham Asset Management, Llc 43 (Hedge Fund); Focus Partners Wealth, Llc 11 (Hedge Fund, Other Private Fund, Private Equity Fund); Clp Asset Management, Llc 11 (Private Equity Fund, Real Estate Fund); Offit Capital 10 (Hedge Fund, Private Equity Fund); Canvas Wealth Advisors, Llc 10 (Real Estate Fund); Pathstone 9 (Hedge Fund, Other Private Fund, Private Equity Fund).
Jan 1, 2024 to Dec 31, 202420 evidence rowsconfirmed today