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.
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.
- distinct affiliate types checked on Item 7.A of 6.0 against a peer median of 2.0 (797 comparable advisers, 99.0th percentile, 5.4 robust deviations)filing Jun 2, 2026peers: asset managers, $1B to $5B (797)99% percentile5.4 robust deviationsconfidence 0.8
- institutional share of RAUM of 20% against a peer median of 0% (784 comparable advisers, 98.0th percentile, 6.7 robust deviations)filing Jun 2, 2026peers: asset managers, $500M to $1B (784)98% percentile6.7 robust deviationsconfidence 0.8
- discretionary share of RAUM of 0% against a peer median of 100% (1567 comparable advisers, 0.0th percentile, 33.7 robust deviations)filing Jun 1, 2026peers: asset managers, $100M to $500M (1,567)0.0% percentile33.7 robust deviationsconfidence 0.8
- INTELLICENTS INVESTMENT SOLUTIONS INCmixed wealthRAUM $9.9Bhigh institutional concentrationStatic outlierinstitutional share of RAUM of 77% against a peer median of 4% (289 comparable advisers, 100.0th percentile, 14.3 robust deviations)filing Jun 1, 2026peers: independent wealth managers, $5B to $20B (289)100% percentile14.3 robust deviationsconfidence 0.8
- RAUM per account of $4,946,449 against a peer median of $439,994 (5431 comparable advisers, 99.0th percentile, 3.0 robust deviations)filing Jun 1, 2026peers: independent wealth managers, $100M to $500M (5,431)99% percentile3.0 robust deviationsconfidence 0.8
- discretionary share of RAUM of 0% against a peer median of 100% (34 comparable advisers, 0.0th percentile, 33.7 robust deviations)filing May 31, 2026peers: other advisers, under $100M (34)0.0% percentile33.7 robust deviationsconfidence 0.6
- STELAC CAPITAL PARTNERS LLCasset managerRAUM $1.0Bmany private funds relative to firm sizeStatic outlierprivate funds per $1B of RAUM of 34.5 against a peer median of 4.3 (953 comparable advisers, 99.0th percentile, 9.7 robust deviations)filing May 29, 2026peers: asset managers, $1B to $5B (953)99% percentile9.7 robust deviationsconfidence 0.8
- BASSO CAPITAL MANAGEMENT, L.P.independent RIARAUM $2.6Bunusually large average accountStatic outlierRAUM per account of $22,244,234 against a peer median of $813,262 (1333 comparable advisers, 98.0th percentile, 14.5 robust deviations)filing May 29, 2026peers: independent wealth managers, $1B to $5B (1,333)98% percentile14.5 robust deviationsconfidence 0.8
- BASSO CAPITAL MANAGEMENT, L.P.independent RIARAUM $2.6Bunusually large average HNW clientStatic outlierHNW RAUM per HNW client of $38,392,874 against a peer median of $3,646,459 (1309 comparable advisers, 98.0th percentile, 17.2 robust deviations)filing May 29, 2026peers: independent wealth managers, $1B to $5B (1,309)98% percentile17.2 robust deviationsconfidence 0.8
- institutional share of RAUM of 49% against a peer median of 0% (5676 comparable advisers, 99.0th percentile, 16.4 robust deviations)filing May 29, 2026peers: independent wealth managers, $100M to $500M (5,676)99% percentile16.4 robust deviationsconfidence 0.8
- distinct affiliate types checked on Item 7.A of 6.0 against a peer median of 2.5 (48 comparable advisers, 100.0th percentile, 4.7 robust deviations)filing May 29, 2026peers: affiliated wealth managers, $1B to $5B (48)100% percentile4.7 robust deviationsconfidence 0.6
- institutional share of RAUM of 11% against a peer median of 1% (56 comparable advisers, 98.0th percentile, 3.5 robust deviations)filing May 29, 2026peers: affiliated wealth managers, $1B to $5B (56)98% percentile3.5 robust deviationsconfidence 0.7
- distinct affiliate types checked on Item 7.A of 6.0 against a peer median of 2.0 (43 comparable advisers, 100.0th percentile, 5.4 robust deviations)filing May 29, 2026peers: institutional managers, $1B to $5B (43)100% percentile5.4 robust deviationsconfidence 0.6
- RAUM per account of $282,840,123 against a peer median of $33,337,519 (65 comparable advisers, 98.0th percentile, 5.9 robust deviations)filing May 29, 2026peers: other advisers, $5B to $20B (65)98% percentile5.9 robust deviationsconfidence 0.7
- RAUM per registered advisor of $852,695,638 against a peer median of $146,690,280 (1222 comparable advisers, 99.0th percentile, 7.1 robust deviations)filing May 29, 2026peers: independent wealth managers, $1B to $5B (1,222)99% percentile7.1 robust deviationsconfidence 0.8
- CONSILIUM WEALTH ADVISORY, LLCindependent RIARAUM $466Munusually large average HNW clientStatic outlierHNW RAUM per HNW client of $7,125,787 against a peer median of $2,404,040 (4940 comparable advisers, 98.0th percentile, 3.2 robust deviations)filing May 28, 2026peers: independent wealth managers, $100M to $500M (4,940)98% percentile3.2 robust deviationsconfidence 0.8
- RAUM per registered advisor of $161,689,667 against a peer median of $50,432,065 (81 comparable advisers, 100.0th percentile, 3.3 robust deviations)filing May 28, 2026peers: asset managers, $100M to $500M (81)100% percentile3.3 robust deviationsconfidence 0.7
- related persons on Schedule D 7.A of 50.0 against a peer median of 11.0 (55 comparable advisers, 100.0th percentile, 4.4 robust deviations)filing May 28, 2026peers: independent wealth managers, $20B and over (55)100% percentile4.4 robust deviationsconfidence 0.7
- MORGAN STANLEY | EATON VANCE CLO MANAGER LLCasset managerRAUM $4.3Bunusual affiliate densityStatic outlierdistinct affiliate types checked on Item 7.A of 6.0 against a peer median of 2.0 (797 comparable advisers, 99.0th percentile, 5.4 robust deviations)filing May 28, 2026peers: asset managers, $1B to $5B (797)99% percentile5.4 robust deviationsconfidence 0.8
- institutional share of RAUM of 41% against a peer median of 0% (5676 comparable advisers, 98.0th percentile, 13.7 robust deviations)filing May 27, 2026peers: independent wealth managers, $100M to $500M (5,676)98% percentile13.7 robust deviationsconfidence 0.8
- discretionary share of RAUM of 0% against a peer median of 100% (5676 comparable advisers, 0.0th percentile, 33.7 robust deviations)filing May 27, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
- RAUM per registered advisor of $145,096,680 against a peer median of $55,731,856 (3254 comparable advisers, 98.0th percentile, 3.1 robust deviations)filing May 27, 2026peers: independent wealth managers, $100M to $500M (3,254)98% percentile3.1 robust deviationsconfidence 0.8
- HNW RAUM per HNW client of $7,241,960 against a peer median of $2,404,040 (4940 comparable advisers, 98.0th percentile, 3.3 robust deviations)filing May 27, 2026peers: independent wealth managers, $100M to $500M (4,940)98% percentile3.3 robust deviationsconfidence 0.8
- AUSTIN MONEY MANAGEMENT CORPORATIONindependent RIARAUM $296Mhigh institutional concentrationStatic outlierinstitutional share of RAUM of 46% against a peer median of 0% (5676 comparable advisers, 99.0th percentile, 15.5 robust deviations)filing May 26, 2026peers: independent wealth managers, $100M to $500M (5,676)99% percentile15.5 robust deviationsconfidence 0.8
- A16Z PERENNIAL MANAGEMENT, L.P.independent RIARAUM $2.8Bunusually large average HNW clientStatic outlierHNW RAUM per HNW client of $37,114,580 against a peer median of $3,646,459 (1309 comparable advisers, 98.0th percentile, 16.6 robust deviations)filing May 26, 2026peers: independent wealth managers, $1B to $5B (1,309)98% percentile16.6 robust deviationsconfidence 0.8
- MARINER ADVISOR NETWORKBD affiliatedRAUM $9.6Bhigh employee count relative to advisorsStatic outlieremployees per registered advisor of 21.8 against a peer median of 1.3 (53 comparable advisers, 100.0th percentile, 50.1 robust deviations)filing May 26, 2026peers: affiliated wealth managers, $5B to $20B (53)100% percentile50.1 robust deviationsconfidence 0.7
- COOPER FINANCIAL SERVICES, INC.independent RIARAUM $184Munusually high clients per advisorStatic outlierprivate clients per advisor of 445.0 against a peer median of 57.3 (3076 comparable advisers, 100.0th percentile, 11.0 robust deviations)filing May 26, 2026peers: independent wealth managers, $100M to $500M (3,076)100% percentile11.0 robust deviationsconfidence 0.8
- private clients per advisor of 2,012.5 against a peer median of 63.3 (51 comparable advisers, 100.0th percentile, 64.7 robust deviations)filing May 26, 2026peers: affiliated wealth managers, $5B to $20B (51)100% percentile64.7 robust deviationsconfidence 0.7
- discretionary share of RAUM of 0% against a peer median of 99% (121 comparable advisers, 0.0th percentile, 33.5 robust deviations)filing May 26, 2026peers: institutional managers, $1B to $5B (121)0.0% percentile33.5 robust deviationsconfidence 0.8
- offices per registered advisor of 12.2 against a peer median of 0.4 (52 comparable advisers, 100.0th percentile, 48.3 robust deviations)filing May 26, 2026peers: affiliated wealth managers, $5B to $20B (52)100% percentile48.3 robust deviationsconfidence 0.7
- RAUM per registered advisor of $1,196,104,798 against a peer median of $43,852,199 (53 comparable advisers, 100.0th percentile, 40.0 robust deviations)filing May 26, 2026peers: affiliated wealth managers, $5B to $20B (53)100% percentile40.0 robust deviationsconfidence 0.7
- INFINITY FINANCIAL SERVICES ADVISORYindependent RIARAUM $174Mlarge related person networkStatic outlierrelated persons on Schedule D 7.A of 24.0 against a peer median of 4.0 (203 comparable advisers, 99.0th percentile, 13.5 robust deviations)filing May 26, 2026peers: independent wealth managers, $100M to $500M (203)99% percentile13.5 robust deviationsconfidence 0.8
- related persons on Schedule D 7.A of 32.0 against a peer median of 4.5 (206 comparable advisers, 100.0th percentile, 12.4 robust deviations)filing May 26, 2026peers: independent wealth managers, $1B to $5B (206)100% percentile12.4 robust deviationsconfidence 0.8
- RAUM per account of $7,951,623 against a peer median of $610,947 (1443 comparable advisers, 98.0th percentile, 5.0 robust deviations)filing May 26, 2026peers: independent wealth managers, $500M to $1B (1,443)98% percentile5.0 robust deviationsconfidence 0.8
- private clients per advisor of 631.5 against a peer median of 57.3 (3076 comparable advisers, 100.0th percentile, 16.4 robust deviations)filing May 25, 2026peers: independent wealth managers, $100M to $500M (3,076)100% percentile16.4 robust deviationsconfidence 0.8
- RAUM per account of $23,335,097 against a peer median of $813,262 (1333 comparable advisers, 98.0th percentile, 15.2 robust deviations)filing May 22, 2026peers: independent wealth managers, $1B to $5B (1,333)98% percentile15.2 robust deviationsconfidence 0.8
- GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITEDinstitutionalRAUM $21Blarge related person networkStatic outlierrelated persons on Schedule D 7.A of 165.0 against a peer median of 13.0 (62 comparable advisers, 98.0th percentile, 11.4 robust deviations)filing May 22, 2026peers: institutional managers, $20B and over (62)98% percentile11.4 robust deviationsconfidence 0.7
- BAUMAN WEALTH ADVISORSindependent RIARAUM $206Mhigh employee count relative to advisorsStatic outlieremployees per registered advisor of 3.8 against a peer median of 1.2 (1314 comparable advisers, 99.0th percentile, 8.8 robust deviations)filing May 22, 2026peers: independent wealth managers, $100M to $500M (1,314)99% percentile8.8 robust deviationsconfidence 0.8
- discretionary share of RAUM of 0% against a peer median of 100% (5676 comparable advisers, 0.0th percentile, 33.7 robust deviations)filing May 22, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
- GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD.otherRAUM $14Blarge related person networkStatic outlierrelated persons on Schedule D 7.A of 165.0 against a peer median of 12.0 (63 comparable advisers, 100.0th percentile, 20.6 robust deviations)filing May 22, 2026peers: other advisers, $5B to $20B (63)100% percentile20.6 robust deviationsconfidence 0.7
- RAUM per registered advisor of $153,931,618 against a peer median of $55,731,856 (3254 comparable advisers, 99.0th percentile, 3.4 robust deviations)filing May 22, 2026peers: independent wealth managers, $100M to $500M (3,254)99% percentile3.4 robust deviationsconfidence 0.8
- FAMILY WEALTH PLANNING PARTNERSindependent RIARAUM $317Munusually high clients per advisorStatic outlierprivate clients per advisor of 285.2 against a peer median of 57.3 (3076 comparable advisers, 99.0th percentile, 6.5 robust deviations)filing May 22, 2026peers: independent wealth managers, $100M to $500M (3,076)99% percentile6.5 robust deviationsconfidence 0.8
- CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLCindependent RIARAUM $139Mlow discretionary shareStatic outlierdiscretionary share of RAUM of 0% against a peer median of 100% (5676 comparable advisers, 0.0th percentile, 33.7 robust deviations)filing May 21, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
- FEDERATED INVESTMENT MANAGEMENT COMPANYasset managerRAUM $590Bunusually large average accountStatic outlierRAUM per account of $8,311,208,606 against a peer median of $426,672,517 (326 comparable advisers, 99.0th percentile, 25.9 robust deviations)filing May 21, 2026peers: asset managers, $20B and over (326)99% percentile25.9 robust deviationsconfidence 0.8
- RAUM per account of $73,364,131 against a peer median of $1,534,512 (282 comparable advisers, 99.0th percentile, 44.8 robust deviations)filing May 21, 2026peers: independent wealth managers, $5B to $20B (282)99% percentile44.8 robust deviationsconfidence 0.8
- private funds per $1B of RAUM of 149.2 against a peer median of 20.7 (712 comparable advisers, 98.0th percentile, 9.8 robust deviations)filing May 21, 2026peers: asset managers, $100M to $500M (712)98% percentile9.8 robust deviationsconfidence 0.8
- offices per registered advisor of 1.6 against a peer median of 0.3 (530 comparable advisers, 99.0th percentile, 5.4 robust deviations)filing May 21, 2026peers: independent wealth managers, $1B to $5B (530)99% percentile5.4 robust deviationsconfidence 0.8
- discretionary share of RAUM of 0% against a peer median of 100% (108 comparable advisers, 0.0th percentile, 33.7 robust deviations)filing May 20, 2026peers: institutional managers, $100M to $500M (108)0.0% percentile33.7 robust deviationsconfidence 0.8
- discretionary share of RAUM of 0% against a peer median of 100% (212 comparable advisers, 0.0th percentile, 33.7 robust deviations)filing May 20, 2026peers: other advisers, $100M to $500M (212)0.0% percentile33.7 robust deviationsconfidence 0.8
- TRINITY INVESTORS FUND ADVISORS, LLCasset managerRAUM $607Mmany private funds relative to firm sizeStatic outlierprivate funds per $1B of RAUM of 92.3 against a peer median of 8.9 (463 comparable advisers, 99.0th percentile, 13.9 robust deviations)filing May 20, 2026peers: asset managers, $500M to $1B (463)99% percentile13.9 robust deviationsconfidence 0.8
- institutional share of RAUM of 36% against a peer median of 0% (512 comparable advisers, 98.0th percentile, 12.0 robust deviations)filing May 20, 2026peers: asset managers, $20B and over (512)98% percentile12.0 robust deviationsconfidence 0.8
- institutional share of RAUM of 39% against a peer median of 0% (5676 comparable advisers, 98.0th percentile, 13.2 robust deviations)filing May 20, 2026peers: independent wealth managers, $100M to $500M (5,676)98% percentile13.2 robust deviationsconfidence 0.8
- institutional share of RAUM of 86% against a peer median of 0% (212 comparable advisers, 99.0th percentile, 29.1 robust deviations)filing May 20, 2026peers: other advisers, $100M to $500M (212)99% percentile29.1 robust deviationsconfidence 0.8
- related persons on Schedule D 7.A of 72.0 against a peer median of 5.0 (488 comparable advisers, 100.0th percentile, 22.6 robust deviations)filing May 20, 2026peers: asset managers, $100M to $500M (488)100% percentile22.6 robust deviationsconfidence 0.8
- related persons on Schedule D 7.A of 24.0 against a peer median of 4.0 (203 comparable advisers, 99.0th percentile, 13.5 robust deviations)filing May 19, 2026peers: independent wealth managers, $100M to $500M (203)99% percentile13.5 robust deviationsconfidence 0.8
- employees per registered advisor of 15.1 against a peer median of 1.3 (69 comparable advisers, 100.0th percentile, 33.6 robust deviations)filing May 19, 2026peers: other advisers, under $100M (69)100% percentile33.6 robust deviationsconfidence 0.7
- discretionary share of RAUM of 0% against a peer median of 93% (56 comparable advisers, 0.0th percentile, 8.4 robust deviations)filing May 19, 2026peers: affiliated wealth managers, $1B to $5B (56)0.0% percentile8.4 robust deviationsconfidence 0.7
- discretionary share of RAUM of 0% against a peer median of 100% (684 comparable advisers, 0.0th percentile, 33.7 robust deviations)filing May 19, 2026peers: asset managers, $5B to $20B (684)0.0% percentile33.7 robust deviationsconfidence 0.8
- discretionary share of RAUM of 0% against a peer median of 100% (212 comparable advisers, 0.0th percentile, 33.7 robust deviations)filing May 19, 2026peers: other advisers, $100M to $500M (212)0.0% percentile33.7 robust deviationsconfidence 0.8
- institutional share of RAUM of 77% against a peer median of 3% (1362 comparable advisers, 100.0th percentile, 18.6 robust deviations)filing May 19, 2026peers: independent wealth managers, $1B to $5B (1,362)100% percentile18.6 robust deviationsconfidence 0.8