DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

ADV anomalies

What stands out against comparable advisers

Each row is a reported value or a change between two filings that a person should look at, with the peer group it was compared against (segment by RAUM band, at least thirty advisers), the peer median, the percentile, and the filing it was read from. Static outliers sit at or beyond the 2nd or 98th percentile and three robust deviations from the peer median; changes clear a base-size threshold and sit in the top or bottom decile of changes among peers, so a market year does not flag every adviser. Data quality rows (values that are likely filing errors) are kept apart and hidden unless asked for. None of this is a conclusion about a firm; it is where to look.

  • CETERA INVESTMENT ADVISERS LLCBD affiliatedRAUM $257Bhigh post acquisition advisor attritionCombination
    49.0% of 53 advisors acquired in 7 absorbed firms were still registered here a year later; the median acquirer keeps 90.0% and the bottom decile 82.0%. A lower bound: industry exits and re-registration to an affiliated CRD count as departures
    filing Sep 18, 2026peers: ACQUIRERS_30_PLUS_MEASURED (40)confidence 0.75
  • BUCKINGHAM STRATEGIC WEALTH, LLCformerRAUM $30Bhigh post acquisition advisor attritionCombination
    81.0% of 57 advisors acquired in 15 absorbed firms were still registered here a year later; the median acquirer keeps 90.0% and the bottom decile 82.0%. A lower bound: industry exits and re-registration to an affiliated CRD count as departures
    filing Sep 18, 2026peers: ACQUIRERS_30_PLUS_MEASURED (40)confidence 0.75
  • NORTHCOAST ASSET MANAGEMENT LLCindependent RIARAUM $5.0Bhigh post acquisition advisor attritionCombination
    80.0% of 96 advisors acquired in 7 absorbed firms were still registered here a year later; the median acquirer keeps 90.0% and the bottom decile 82.0%. A lower bound: industry exits and re-registration to an affiliated CRD count as departures
    filing Sep 18, 2026peers: ACQUIRERS_30_PLUS_MEASURED (40)confidence 0.75
  • CW ADVISORS, LLCindependent RIARAUM $15Bhigh post acquisition advisor attritionCombination
    82.0% of 60 advisors acquired in 11 absorbed firms were still registered here a year later; the median acquirer keeps 90.0% and the bottom decile 82.0%. A lower bound: industry exits and re-registration to an affiliated CRD count as departures
    filing Sep 18, 2026peers: ACQUIRERS_30_PLUS_MEASURED (40)confidence 0.75
  • KAHN FINANCIAL GROUPindependent RIARAUM $123Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (5676 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 17, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
  • COLLER CAPITAL INCasset managerRAUM $12Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (684 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 17, 2026peers: asset managers, $5B to $20B (684)0.0% percentile33.7 robust deviationsconfidence 0.8
  • SHAWSPRING PARTNERS, LLCasset managerRAUM $439Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 24% against a peer median of 0% (1567 comparable advisers, 99.0th percentile, 8.0 robust deviations)
    filing Sep 17, 2026peers: asset managers, $100M to $500M (1,567)99% percentile8.0 robust deviationsconfidence 0.8
  • FIRST LIGHT RETIREMENT, LLCinstitutionalRAUM $844Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (71 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 17, 2026peers: institutional managers, $500M to $1B (71)0.0% percentile33.7 robust deviationsconfidence 0.7
  • COBALT FINANCIAL PARTNERS LLCindependent RIARAUM $108Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (5676 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 17, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
  • FIRST CITIZENS INVESTOR SERVICES, INC.BD affiliatedRAUM $2.6Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 93% (56 comparable advisers, 2.0th percentile, 8.4 robust deviations)
    filing Sep 17, 2026peers: affiliated wealth managers, $1B to $5B (56)1.8% percentile8.4 robust deviationsconfidence 0.7
  • RDG CAPITAL MANAGEMENT LLCindependent RIARAUM $132Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 42% against a peer median of 0% (5676 comparable advisers, 98.0th percentile, 13.9 robust deviations)
    filing Sep 17, 2026peers: independent wealth managers, $100M to $500M (5,676)98% percentile13.9 robust deviationsconfidence 0.8
  • SHARPE ADVISORS, LLCindependent RIARAUM $1.2Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 99% (1362 comparable advisers, 0.0th percentile, 33.2 robust deviations)
    filing Sep 17, 2026peers: independent wealth managers, $1B to $5B (1,362)0.0% percentile33.2 robust deviationsconfidence 0.8
  • VEERY CAPITAL, LLCmixed wealthRAUM $971Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 59% against a peer median of 2% (1482 comparable advisers, 99.0th percentile, 19.3 robust deviations)
    filing Sep 17, 2026peers: independent wealth managers, $500M to $1B (1,482)99% percentile19.3 robust deviationsconfidence 0.8
  • COUNTERPOINTE INVESTMENT MANAGEMENT LLCinstitutionalRAUM $1.0Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 99% (121 comparable advisers, 0.0th percentile, 33.5 robust deviations)
    filing Sep 17, 2026peers: institutional managers, $1B to $5B (121)0.0% percentile33.5 robust deviationsconfidence 0.8
  • THE MOSAIC FINANCIAL GROUP, LLCindependent RIARAUM $949Mhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 3.0 against a peer median of 1.4 (950 comparable advisers, 98.0th percentile, 4.0 robust deviations)
    filing Sep 17, 2026peers: independent wealth managers, $500M to $1B (950)98% percentile4.0 robust deviationsconfidence 0.8
  • SAXONY CAPITAL MANAGEMENT, LLCindependent RIARAUM $368Mlow employee count relative to advisorsStatic outlier
    employees per registered advisor of 0.1 against a peer median of 1.2 (1314 comparable advisers, 0.0th percentile, 3.6 robust deviations)
    filing Sep 17, 2026peers: independent wealth managers, $100M to $500M (1,314)0.0% percentile3.6 robust deviationsconfidence 0.8
  • SANTANDER SECURITIESBD affiliatedRAUM $3.1Bhigh office count relative to headcountStatic outlier
    offices per registered advisor of 2.6 against a peer median of 0.4 (56 comparable advisers, 100.0th percentile, 7.5 robust deviations)
    filing Sep 17, 2026peers: affiliated wealth managers, $1B to $5B (56)100% percentile7.5 robust deviationsconfidence 0.7
  • CATALYST WEALTH MANAGEMENT LLCindependent RIARAUM $105Munusually high clients per advisorStatic outlier
    private clients per advisor of 397.9 against a peer median of 57.3 (3076 comparable advisers, 100.0th percentile, 9.7 robust deviations)
    filing Sep 16, 2026peers: independent wealth managers, $100M to $500M (3,076)100% percentile9.7 robust deviationsconfidence 0.8
  • BELZBERG & CO.mixed wealthRAUM $2.3Bunusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $40,370,370 against a peer median of $3,646,459 (1309 comparable advisers, 99.0th percentile, 18.2 robust deviations)
    filing Sep 16, 2026peers: independent wealth managers, $1B to $5B (1,309)99% percentile18.2 robust deviationsconfidence 0.8
  • DESTINY FAMILY OFFICEindependent RIARAUM $605Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $20,726,244 against a peer median of $3,134,900 (1404 comparable advisers, 100.0th percentile, 11.6 robust deviations)
    filing Sep 16, 2026peers: independent wealth managers, $500M to $1B (1,404)100% percentile11.6 robust deviationsconfidence 0.8
  • CATALYST WEALTH MANAGEMENT LLCindependent RIARAUM $105Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (5676 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 16, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
  • TEMPLETON ASSET MANAGEMENT LTD.asset managerRAUM $24Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 40% against a peer median of 0% (512 comparable advisers, 100.0th percentile, 13.3 robust deviations)
    filing Sep 16, 2026peers: asset managers, $20B and over (512)100% percentile13.3 robust deviationsconfidence 0.8
  • FRANKLIN TEMPLETON INSTITUTIONAL, LLCasset managerRAUM $30Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 39% against a peer median of 0% (512 comparable advisers, 99.0th percentile, 12.9 robust deviations)
    filing Sep 16, 2026peers: asset managers, $20B and over (512)99% percentile12.9 robust deviationsconfidence 0.8
  • K2/D&S MANAGEMENT CO., L.L.C.asset managerRAUM $6.5Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 34% against a peer median of 0% (684 comparable advisers, 99.0th percentile, 11.6 robust deviations)
    filing Sep 16, 2026peers: asset managers, $5B to $20B (684)99% percentile11.6 robust deviationsconfidence 0.8
  • PINEGROVE OPPORTUNITY PARTNERS, LLCasset managerRAUM $2.9Blarge related person networkStatic outlier
    related persons on Schedule D 7.A of 244.0 against a peer median of 7.0 (850 comparable advisers, 99.0th percentile, 53.3 robust deviations)
    filing Sep 16, 2026peers: asset managers, $1B to $5B (850)99% percentile53.3 robust deviationsconfidence 0.8
  • KAHN BROTHERS ADVISORS LLCindependent RIARAUM $499Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $166,199,044 against a peer median of $55,731,856 (3254 comparable advisers, 100.0th percentile, 3.9 robust deviations)
    filing Sep 16, 2026peers: independent wealth managers, $100M to $500M (3,254)100% percentile3.9 robust deviationsconfidence 0.8
  • INDEPENDENT FINANCIAL PARTNERSBD affiliatedRAUM $16Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 23% against a peer median of 2% (53 comparable advisers, 98.0th percentile, 7.3 robust deviations)
    filing Sep 16, 2026peers: affiliated wealth managers, $5B to $20B (53)98% percentile7.3 robust deviationsconfidence 0.7
  • PARADIEM, LLCindependent RIARAUM $483Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $14,291,657 against a peer median of $2,404,040 (4940 comparable advisers, 100.0th percentile, 8.0 robust deviations)
    filing Sep 15, 2026peers: independent wealth managers, $100M to $500M (4,940)100% percentile8.0 robust deviationsconfidence 0.8
  • AVIVAR CAPITAL, LLCinstitutionalRAUM $362Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (108 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 15, 2026peers: institutional managers, $100M to $500M (108)0.0% percentile33.7 robust deviationsconfidence 0.8
  • OPTIMIZED INVESTMENT PARTNERS, LLCinstitutionalRAUM $722Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (71 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 15, 2026peers: institutional managers, $500M to $1B (71)0.0% percentile33.7 robust deviationsconfidence 0.7
  • BBVA GLOBAL WEALTH ADVISORS, INC.independent RIARAUM $1.4Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 99% (1362 comparable advisers, 0.0th percentile, 33.2 robust deviations)
    filing Sep 15, 2026peers: independent wealth managers, $1B to $5B (1,362)0.0% percentile33.2 robust deviationsconfidence 0.8
  • WAINWRIGHT INVESTMENT COUNSEL LLCmixed wealthRAUM $5.5Blow discretionary shareStatic outlier
    discretionary share of RAUM of 2% against a peer median of 97% (289 comparable advisers, 1.0th percentile, 23.6 robust deviations)
    filing Sep 15, 2026peers: independent wealth managers, $5B to $20B (289)0.7% percentile23.6 robust deviationsconfidence 0.8
  • MILLER FINANCIAL SERVICES LLCindependent RIARAUM $463Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $154,286,808 against a peer median of $55,731,856 (3254 comparable advisers, 99.0th percentile, 3.4 robust deviations)
    filing Sep 15, 2026peers: independent wealth managers, $100M to $500M (3,254)99% percentile3.4 robust deviationsconfidence 0.8
  • THE INVICTUS COLLECTIVE, LLCindependent RIARAUM $476Munusually large average accountStatic outlier
    RAUM per account of $5,408,957 against a peer median of $439,994 (5431 comparable advisers, 100.0th percentile, 3.4 robust deviations)
    filing Sep 15, 2026peers: independent wealth managers, $100M to $500M (5,431)100% percentile3.4 robust deviationsconfidence 0.8
  • PURSUE WEALTH PARTNERS, LLCindependent RIARAUM $243Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $8,334,633 against a peer median of $2,404,040 (4940 comparable advisers, 99.0th percentile, 4.0 robust deviations)
    filing Sep 15, 2026peers: independent wealth managers, $100M to $500M (4,940)99% percentile4.0 robust deviationsconfidence 0.8
  • CVC ADVISORS (U.S.) INC.asset managerRAUM $26Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (512 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 14, 2026peers: asset managers, $20B and over (512)0.0% percentile33.7 robust deviationsconfidence 0.8
  • AMOVA ASSET MANAGEMENT UK LIMITEDasset managerRAUM $19Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 36% against a peer median of 0% (684 comparable advisers, 99.0th percentile, 12.0 robust deviations)
    filing Sep 14, 2026peers: asset managers, $5B to $20B (684)99% percentile12.0 robust deviationsconfidence 0.8
  • PRIME QUADRANTindependent RIARAUM $849Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 99% (1482 comparable advisers, 0.0th percentile, 33.5 robust deviations)
    filing Sep 14, 2026peers: independent wealth managers, $500M to $1B (1,482)0.0% percentile33.5 robust deviationsconfidence 0.8
  • DWS INVESTMENTS AUSTRALIA LIMITEDotherRAUM $1.9Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (247 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 14, 2026peers: other advisers, $1B to $5B (247)0.0% percentile33.7 robust deviationsconfidence 0.8
  • FINSER INVESTMENT ADVISORotherRAUM $1.7Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (247 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 14, 2026peers: other advisers, $1B to $5B (247)0.0% percentile33.7 robust deviationsconfidence 0.8
  • CABANA ASSET MANAGEMENTasset managerRAUM $472Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $157,255,000 against a peer median of $50,432,065 (81 comparable advisers, 99.0th percentile, 3.2 robust deviations)
    filing Sep 14, 2026peers: asset managers, $100M to $500M (81)99% percentile3.2 robust deviationsconfidence 0.7
  • W ADVISORS LLCindependent RIARAUM $245Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $8,193,582 against a peer median of $2,404,040 (4940 comparable advisers, 99.0th percentile, 3.9 robust deviations)
    filing Sep 14, 2026peers: independent wealth managers, $100M to $500M (4,940)99% percentile3.9 robust deviationsconfidence 0.8
  • LIGHTHOUSE FINANCIALindependent RIARAUM $756Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $14,831,617 against a peer median of $3,134,900 (1404 comparable advisers, 99.0th percentile, 7.7 robust deviations)
    filing Sep 14, 2026peers: independent wealth managers, $500M to $1B (1,404)99% percentile7.7 robust deviationsconfidence 0.8
  • LEVEL FOUR CAPITAL MANAGEMENTindependent RIARAUM $1.4Bunusually high clients per advisorStatic outlier
    private clients per advisor of 554.5 against a peer median of 64.5 (1151 comparable advisers, 99.0th percentile, 12.0 robust deviations)
    filing Sep 11, 2026peers: independent wealth managers, $1B to $5B (1,151)99% percentile12.0 robust deviationsconfidence 0.8
  • PERMCAP INVESTMENT OFFICEindependent RIARAUM $4.0Bvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $1,004,387,325 against a peer median of $146,690,280 (1222 comparable advisers, 99.0th percentile, 8.7 robust deviations)
    filing Sep 11, 2026peers: independent wealth managers, $1B to $5B (1,222)99% percentile8.7 robust deviationsconfidence 0.8
  • PERMCAP INVESTMENT OFFICEindependent RIARAUM $4.0Bunusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $74,087,062 against a peer median of $3,646,459 (1309 comparable advisers, 100.0th percentile, 34.9 robust deviations)
    filing Sep 11, 2026peers: independent wealth managers, $1B to $5B (1,309)100% percentile34.9 robust deviationsconfidence 0.8
  • PERMCAP INVESTMENT OFFICEindependent RIARAUM $4.0Bunusually large average accountStatic outlier
    RAUM per account of $61,808,451 against a peer median of $813,262 (1333 comparable advisers, 100.0th percentile, 41.1 robust deviations)
    filing Sep 11, 2026peers: independent wealth managers, $1B to $5B (1,333)100% percentile41.1 robust deviationsconfidence 0.8
  • PRIME BUCHHOLZ LLCotherRAUM $14Bunusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $92,770,926 against a peer median of $4,504,014 (36 comparable advisers, 100.0th percentile, 37.7 robust deviations)
    filing Sep 11, 2026peers: other advisers, $5B to $20B (36)100% percentile37.7 robust deviationsconfidence 0.6
  • THE FINANCIAL RESOURCE CENTERotherRAUM $642Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (95 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 11, 2026peers: other advisers, $500M to $1B (95)0.0% percentile33.7 robust deviationsconfidence 0.7
  • APEX INVESTMENTS MANAGEMENT US, LLCasset managerRAUM $392Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (1567 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 11, 2026peers: asset managers, $100M to $500M (1,567)0.0% percentile33.7 robust deviationsconfidence 0.8
  • NOTTINGHAM ADVISORS INC.mixed wealthRAUM $1.4Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 61% against a peer median of 3% (1362 comparable advisers, 98.0th percentile, 14.6 robust deviations)
    filing Sep 11, 2026peers: independent wealth managers, $1B to $5B (1,362)98% percentile14.6 robust deviationsconfidence 0.8
  • Z3 CAPITAL PARTNERSindependent RIARAUM $467Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $155,593,984 against a peer median of $55,731,856 (3254 comparable advisers, 99.0th percentile, 3.5 robust deviations)
    filing Sep 11, 2026peers: independent wealth managers, $100M to $500M (3,254)99% percentile3.5 robust deviationsconfidence 0.8
  • ALAMO CAPITALindependent RIARAUM $104Mhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 3.3 against a peer median of 1.2 (1314 comparable advisers, 98.0th percentile, 7.2 robust deviations)
    filing Sep 10, 2026peers: independent wealth managers, $100M to $500M (1,314)98% percentile7.2 robust deviationsconfidence 0.8
  • SWAN CAPITALindependent RIARAUM $351Mhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 3.5 against a peer median of 1.2 (1314 comparable advisers, 98.0th percentile, 7.8 robust deviations)
    filing Sep 10, 2026peers: independent wealth managers, $100M to $500M (1,314)98% percentile7.8 robust deviationsconfidence 0.8
  • CITIGROUP GLOBAL MARKETS INC.BD affiliatedRAUM $56Blarge related person networkStatic outlier
    related persons on Schedule D 7.A of 75.0 against a peer median of 10.5 (42 comparable advisers, 100.0th percentile, 7.9 robust deviations)
    filing Sep 10, 2026peers: affiliated wealth managers, $20B and over (42)100% percentile7.9 robust deviationsconfidence 0.6
  • GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MGmixed wealthRAUM $179Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 65% against a peer median of 0% (5676 comparable advisers, 100.0th percentile, 21.7 robust deviations)
    filing Sep 9, 2026peers: independent wealth managers, $100M to $500M (5,676)100% percentile21.7 robust deviationsconfidence 0.8
  • NICOLA WEALTH MANAGEMENT LTD.independent RIARAUM $11Bhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 106.2 against a peer median of 1.9 (241 comparable advisers, 100.0th percentile, 134.5 robust deviations)
    filing Sep 9, 2026peers: independent wealth managers, $5B to $20B (241)100% percentile134.5 robust deviationsconfidence 0.8
  • SCHULZ WEALTH, LTD.independent RIARAUM $438Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $146,019,217 against a peer median of $55,731,856 (3254 comparable advisers, 98.0th percentile, 3.2 robust deviations)
    filing Sep 9, 2026peers: independent wealth managers, $100M to $500M (3,254)98% percentile3.2 robust deviationsconfidence 0.8
  • VALEN PRIVATE CAPITAL, LLC.independent RIARAUM $483Munusually large average accountStatic outlier
    RAUM per account of $5,422,958 against a peer median of $439,994 (5431 comparable advisers, 100.0th percentile, 3.4 robust deviations)
    filing Sep 9, 2026peers: independent wealth managers, $100M to $500M (5,431)100% percentile3.4 robust deviationsconfidence 0.8
  • VIRGINIA WEALTH MANAGEMENT GROUP, INC.independent RIARAUM $394Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $8,614,870 against a peer median of $2,404,040 (4940 comparable advisers, 99.0th percentile, 4.2 robust deviations)
    filing Sep 9, 2026peers: independent wealth managers, $100M to $500M (4,940)99% percentile4.2 robust deviationsconfidence 0.8
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8,370 anomalies match.