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.

  • REDHAWK WEALTH ADVISORS, INC.independent RIARAUM $1.5Bclient mix shiftChange between filings
    private-client share of RAUM moved from 62.0% to 95.0% between the annual amendments of 2025-02-27 and 2026-04-30
    filing Apr 30, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.85
  • CS PLANNING CORPindependent RIARAUM $2.0BRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $1,266,223,484 to $1,960,873,373 (+55.0%) between the annual amendments of 2025-04-28 and 2026-04-30; the peer median change was +17.0% (1298 comparable advisers, 94.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $1B to $5B (1,298)94% percentile3.9 robust deviationsconfidence 0.85
  • BRIDGE INVESTMENT GROUPasset managerRAUM $49Bprivate fund count surgeChange between filings
    private funds (Schedule D 7.B.1) moved from 88.0 to 153.0 (+74.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +5.0% (318 comparable advisers, 96.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $20B and over (318)96% percentile6.0 robust deviationsconfidence 0.85
  • INTERCAROLINA FINANCIAL SERVICES, INC.independent RIARAUM $85.4Mclient mix shiftChange between filings
    private-client share of RAUM moved from 71.0% to 100.0% between the annual amendments of 2025-03-25 and 2026-04-30
    filing Apr 30, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
  • EVOKE ADVISORSindependent RIARAUM $17Bclient mix shiftChange between filings
    private-client share of RAUM moved from 38.0% to 70.0% between the annual amendments of 2025-03-28 and 2026-04-30
    filing Apr 30, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.85
  • BOYUM WEALTH ARCHITECTS LLCindependent RIARAUM $564MRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $316,247,697 to $563,959,565 (+78.0%) between the annual amendments of 2025-02-27 and 2026-04-30; the peer median change was +16.0% (1385 comparable advisers, 97.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $500M to $1B (1,385)97% percentile6.6 robust deviationsconfidence 0.85
  • CYTIUM INVESTMENT MANAGEMENT, LLCasset managerRAUM $749MRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $459,920,674 to $749,024,030 (+63.0%) between the annual amendments of 2025-03-31 and 2026-04-30; the peer median change was +8.0% (672 comparable advisers, 90.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $500M to $1B (672)90% percentile2.3 robust deviationsconfidence 0.85
  • ELEVATION POINT WEALTH PARTNERS, LLCindependent RIARAUM $8.3Bdiscretionary share shiftChange between filings
    discretionary share of RAUM moved from 65.0% to 92.0% between the annual amendments of 2025-04-15 and 2026-04-30
    filing Apr 30, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.85
  • WILSHIREasset managerRAUM $149Baccount count surgeChange between filings
    accounts (Item 5.F.2.f) moved from 373,588.0 to 650,319.0 (+74.0%) between the annual amendments of 2025-02-04 and 2026-04-30; the peer median change was +3.0% (110 comparable advisers, 96.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $20B and over (110)96% percentile5.2 robust deviationsconfidence 0.85
  • PTMA INVESTMENT ADVISORSasset managerRAUM $104Bemployee count surgeChange between filings
    employees (Item 5.A) moved from 93.0 to 157.0 (+69.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +3.0% (461 comparable advisers, 98.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $20B and over (461)98% percentile6.7 robust deviationsconfidence 0.85
  • CYTIUM INVESTMENT MANAGEMENT, LLCasset managerRAUM $749Mdiscretionary share shiftChange between filings
    discretionary share of RAUM moved from 100.0% to 70.0% between the annual amendments of 2025-03-31 and 2026-04-30
    filing Apr 30, 2026peers: asset managers, $500M to $1B (784)confidence 0.85
  • GRYPHON FINANCIAL PARTNERSindependent RIARAUM $2.4Bclients down average size upCombination
    private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $2,033,871,278 to $2,439,436,089, advisors 15 to 16, private clients 900 to 655, offices 1 to 4 (2025-03-12 to 2026-04-30)
    filing Apr 30, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.75
  • ECHELON GROUPotherRAUM $265Mdiscretionary share shiftChange between filings
    discretionary share of RAUM moved from 100.0% to 65.0% between the annual amendments of 2025-01-16 and 2026-04-30
    filing Apr 30, 2026peers: other advisers, $100M to $500M (212)confidence 0.85
  • ON INVESTMENT MANAGEMENT COBD affiliatedRAUM $3.2Bemployee count dropChange between filings
    employees (Item 5.A) moved from 3,193.0 to 196.0 (-94.0%) between the annual amendments of 2025-03-26 and 2026-04-30; the peer median change was +1.0% (52 comparable advisers, 0.0th percentile of changes)
    filing Apr 30, 2026peers: affiliated wealth managers, $1B to $5B (52)0.0% percentile11.4 robust deviationsconfidence 0.85
  • WILSHIREasset managerRAUM $149BRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $94,873,146,068 to $149,102,543,671 (+57.0%) between the annual amendments of 2025-02-04 and 2026-04-30; the peer median change was +15.0% (470 comparable advisers, 91.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $20B and over (470)91% percentile2.7 robust deviationsconfidence 0.85
  • KIRKOSWALD CAPITAL MANAGEMENT LIMITEDasset managerRAUM $5.0Bemployee count dropChange between filings
    employees (Item 5.A) moved from 52.0 to 10.0 (-81.0%) between the annual amendments of 2025-03-31 and 2026-04-30; the peer median change was +3.0% (595 comparable advisers, 0.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $5B to $20B (595)0.0% percentile8.8 robust deviationsconfidence 0.85
  • ASSET MANAGEMENT ONE USA INC.institutionalRAUM $2.9BRAUM down 50 %Change between filings
    RAUM (Item 5.F) moved from $7,299,415,681 to $2,895,930,826 (-60.0%) between the annual amendments of 2025-04-29 and 2026-04-30; the peer median change was +15.0% (105 comparable advisers, 1.0th percentile of changes)
    filing Apr 30, 2026peers: institutional managers, $1B to $5B (105)1.0% percentile4.0 robust deviationsconfidence 0.85
  • PROMUS ASSET MANAGEMENT, LLCasset managerRAUM $1.3BRAUM down 50 %Change between filings
    RAUM (Item 5.F) moved from $2,881,509,325 to $1,272,271,986 (-56.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +11.0% (1368 comparable advisers, 1.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $1B to $5B (1,368)0.7% percentile2.9 robust deviationsconfidence 0.85
  • PROMUS ASSET MANAGEMENT, LLCasset managerRAUM $1.3Bemployee count dropChange between filings
    employees (Item 5.A) moved from 31.0 to 13.0 (-58.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was 0.0% (1109 comparable advisers, 1.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $1B to $5B (1,109)0.5% percentile5.1 robust deviationsconfidence 0.85
  • STEWARDSHIP ADVISORY GROUP, LLCindependent RIARAUM $322Memployee count dropChange between filings
    employees (Item 5.A) moved from 187.0 to 17.0 (-91.0%) between the annual amendments of 2025-03-15 and 2026-04-30; the peer median change was 0.0% (506 comparable advisers, 0.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $100M to $500M (506)0.4% percentile6.7 robust deviationsconfidence 0.85
  • HARVEST GROWTH CAPITALasset managerRAUM $627Mprivate fund count surgeChange between filings
    private funds (Schedule D 7.B.1) moved from 6.0 to 9.0 (+50.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was 0.0% (489 comparable advisers, 93.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $500M to $1B (489)93% percentileconfidence 0.85
  • COPLEY FINANCIAL GROUP, INC.independent RIARAUM $331Mclient count surgeChange between filings
    individual and HNW clients (Item 5.D) moved from 1,598.0 to 2,690.0 (+68.0%) between the annual amendments of 2025-04-24 and 2026-04-30; the peer median change was +3.0% (3309 comparable advisers, 98.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $100M to $500M (3,309)98% percentile7.7 robust deviationsconfidence 0.85
  • PROSTATIS FINANCIAL ADVISORS GROUPindependent RIARAUM $605Memployee count surgeChange between filings
    employees (Item 5.A) moved from 18.0 to 27.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-04-30; the peer median change was 0.0% (596 comparable advisers, 98.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $500M to $1B (596)98% percentile4.4 robust deviationsconfidence 0.85
  • BRILLIANT ADVICE, LLCindependent RIARAUM $570MRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $204,413,647 to $384,146,447 (+88.0%) between the annual amendments of 2025-01-24 and 2026-04-30; the peer median change was +16.0% (1385 comparable advisers, 98.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $500M to $1B (1,385)98% percentile7.7 robust deviationsconfidence 0.85
  • INTEGRITY ALLIANCE, LLCBD affiliatedRAUM $5.4Bemployee count surgeChange between filings
    employees (Item 5.A) moved from 265.0 to 400.0 (+51.0%) between the annual amendments of 2025-03-31 and 2026-04-30; the peer median change was +4.0% (52 comparable advisers, 96.0th percentile of changes)
    filing Apr 30, 2026peers: affiliated wealth managers, $5B to $20B (52)96% percentile5.3 robust deviationsconfidence 0.85
  • CLARO ADVISORS INC.independent RIARAUM $1.4Bemployee count surgeChange between filings
    employees (Item 5.A) moved from 22.0 to 37.0 (+68.0%) between the annual amendments of 2025-03-31 and 2026-04-30; the peer median change was +4.0% (1050 comparable advisers, 97.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $1B to $5B (1,050)97% percentile6.5 robust deviationsconfidence 0.85
  • GLOBAL DELTA CAPITAL, LLCasset managerRAUM $225MRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $143,970,306 to $224,931,186 (+56.0%) between the annual amendments of 2025-03-31 and 2026-04-30; the peer median change was +4.0% (1147 comparable advisers, 92.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $100M to $500M (1,147)92% percentile2.2 robust deviationsconfidence 0.85
  • INTERCAROLINA FINANCIAL SERVICES, INC.independent RIARAUM $85.4Minstitutional to wealth shiftCombination
    institutional share fell 15 points or more while private-client share rose 15 points or more. RAUM $130,750,464 to $85,370,900, advisors 10 to 9, private clients 271 to 271, offices 8 to 9 (2025-03-25 to 2026-04-30)
    filing Apr 30, 2026peers: independent wealth managers, under $100M (707)confidence 0.75
  • CLARION ADVISORS INC.independent RIARAUM $134Mclients down average size upCombination
    private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $110,938,000 to $134,434,000, advisors 2 to 1, private clients 882 to 632, offices 1 to 1 (2025-03-06 to 2026-04-30)
    filing Apr 30, 2026peers: independent wealth managers, $100M to $500M (5,678)confidence 0.75
  • STEWARDSHIP ADVISORY GROUP, LLCindependent RIARAUM $322Mclients down average size upCombination
    private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $261,000,000 to $321,909,000, advisors 6 to 6, private clients 1089 to 530, offices 1 to 1 (2025-03-15 to 2026-04-30)
    filing Apr 30, 2026peers: independent wealth managers, $100M to $500M (5,678)confidence 0.75
  • NORTH GROUND CAPITALasset managerRAUM $196Minstitutional asset share shiftChange between filings
    institutional share of RAUM moved from 88.0% to 55.0% between the annual amendments of 2025-03-28 and 2026-04-30
    filing Apr 30, 2026peers: asset managers, $100M to $500M (1,568)confidence 0.85
  • PTMA INVESTMENT ADVISORSasset managerRAUM $31Bemployee count surgeChange between filings
    employees (Item 5.A) moved from 79.0 to 157.0 (+99.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +3.0% (461 comparable advisers, 99.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $20B and over (461)99% percentile9.7 robust deviationsconfidence 0.85
  • FIERA CAPITAL (UK) LIMITEDasset managerRAUM $5.0BRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $2,798,404,969 to $4,989,288,298 (+78.0%) between the annual amendments of 2025-03-25 and 2026-04-30; the peer median change was +11.0% (1368 comparable advisers, 92.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $1B to $5B (1,368)92% percentile2.9 robust deviationsconfidence 0.85
  • REDHAWK WEALTH ADVISORS, INC.independent RIARAUM $1.5Binstitutional to wealth shiftCombination
    institutional share fell 15 points or more while private-client share rose 15 points or more. RAUM $1,837,536,390 to $1,456,218,697, advisors 47 to 47, private clients 2998 to 3118, offices 38 to 33 (2025-02-27 to 2026-04-30)
    filing Apr 30, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.75
  • NORTH GROUND CAPITALasset managerRAUM $196MRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $108,787,432 to $195,623,004 (+80.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +4.0% (1147 comparable advisers, 95.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $100M to $500M (1,147)95% percentile3.2 robust deviationsconfidence 0.85
  • HIGHTOWER ADVISORS, LLCBD affiliatedRAUM $199BRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $130,239,337,374 to $198,577,009,283 (+52.0%) between the annual amendments of 2025-01-30 and 2026-04-30; the peer median change was +20.0% (50 comparable advisers, 92.0th percentile of changes)
    filing Apr 30, 2026peers: affiliated wealth managers, $20B and over (50)92% percentile2.4 robust deviationsconfidence 0.85
  • EVOKE ADVISORSindependent RIARAUM $17BHNW share shiftChange between filings
    HNW share of RAUM moved from 38.0% to 70.0% between the annual amendments of 2025-03-28 and 2026-04-30
    filing Apr 30, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.85
  • CAPRICORN INVESTMENT GROUP LLCmixed wealthRAUM $19BRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $12,466,367,985 to $18,852,861,507 (+51.0%) between the annual amendments of 2025-04-29 and 2026-04-30; the peer median change was +18.0% (271 comparable advisers, 90.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $5B to $20B (271)90% percentile2.2 robust deviationsconfidence 0.85
  • REDHAWK WEALTH ADVISORS, INC.independent RIARAUM $1.5Binstitutional asset share shiftChange between filings
    institutional share of RAUM moved from 38.0% to 5.0% between the annual amendments of 2025-02-27 and 2026-04-30
    filing Apr 30, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.85
  • FOCUS PARTNERS WEALTH, LLCindependent RIARAUM $182BRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $95,889,888,426 to $181,862,000,000 (+90.0%) between the annual amendments of 2025-04-01 and 2026-04-30; the peer median change was +16.0% (80 comparable advisers, 92.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $20B and over (80)92% percentile4.5 robust deviationsconfidence 0.85
  • SGL FINANCIAL, LLCindependent RIARAUM $416Mclients down average size upCombination
    private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $218,580,905 to $416,008,260, advisors 15 to 13, private clients 1135 to 883, offices 3 to 3 (2025-03-25 to 2026-04-30)
    filing Apr 30, 2026peers: independent wealth managers, $100M to $500M (5,678)confidence 0.75
  • BLUEPRINT FINANCIAL ADVISORSindependent RIARAUM $1.4Bgrowth on all axesCombination
    filing Apr 30, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.75
  • BEACON BRIDGE WEALTH PARTNERS, LLCindependent RIARAUM $427Mclient count surgeChange between filings
    individual and HNW clients (Item 5.D) moved from 408.0 to 698.0 (+71.0%) between the annual amendments of 2025-02-14 and 2026-04-30; the peer median change was +3.0% (3309 comparable advisers, 98.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $100M to $500M (3,309)98% percentile8.0 robust deviationsconfidence 0.85
  • INTEGRITY ALLIANCE, LLCBD affiliatedRAUM $5.4Bclients down average size upCombination
    private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $2,409,759,253 to $5,411,976,879, advisors 164 to 342, private clients 13964 to 10660, offices 128 to 128 (2025-03-31 to 2026-04-30)
    filing Apr 30, 2026peers: affiliated wealth managers, $5B to $20B (53)confidence 0.75
  • HANWHA ASSET MANAGEMENT (USA) LTD.institutionalRAUM $4.0BRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $2,088,086,232 to $3,995,640,574 (+91.0%) between the annual amendments of 2025-03-21 and 2026-04-30; the peer median change was +15.0% (105 comparable advisers, 98.0th percentile of changes)
    filing Apr 30, 2026peers: institutional managers, $1B to $5B (105)98% percentile4.1 robust deviationsconfidence 0.85
  • RIOT VENTURES MANAGEMENT, LLCasset managerRAUM $1.1BRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $614,988,275 to $1,086,131,727 (+77.0%) between the annual amendments of 2025-03-31 and 2026-04-30; the peer median change was +11.0% (1368 comparable advisers, 92.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $1B to $5B (1,368)92% percentile2.8 robust deviationsconfidence 0.85
  • SAVANT WEALTH MANAGEMENTindependent RIARAUM $56Boffice count surgeChange between filings
    offices other than the principal office (Item 1.F.5) moved from 42.0 to 65.0 (+55.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +2.0% (54 comparable advisers, 96.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $20B and over (54)96% percentile2.7 robust deviationsconfidence 0.85
  • ALLSTATE FINANCIAL ADVISORS, LLCBD affiliatedRAUM $142Moffice count surgeChange between filings
    offices other than the principal office (Item 1.F.5) moved from 39.0 to 67.0 (+72.0%) between the annual amendments of 2025-03-31 and 2026-04-30; the peer median change was +3.0% (20 comparable advisers, 95.0th percentile of changes)
    filing Apr 30, 2026peers: affiliated wealth managers (20)95% percentile7.1 robust deviationsconfidence 0.85
  • VALEO FINANCIAL ADVISORS, LLCindependent RIARAUM $13Boffice count surgeChange between filings
    offices other than the principal office (Item 1.F.5) moved from 9.0 to 16.0 (+78.0%) between the annual amendments of 2025-03-29 and 2026-04-30; the peer median change was 0.0% (142 comparable advisers, 94.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $5B to $20B (142)94% percentile5.0 robust deviationsconfidence 0.85
  • ALLSTATE FINANCIAL ADVISORS, LLCBD affiliatedRAUM $142MRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $82,015,793 to $142,352,226 (+74.0%) between the annual amendments of 2025-03-31 and 2026-04-30; the peer median change was +17.0% (23 comparable advisers, 95.0th percentile of changes)
    filing Apr 30, 2026peers: affiliated wealth managers (23)95% percentile1.9 robust deviationsconfidence 0.85
  • ELEVATION POINT WEALTH PARTNERS, LLCindependent RIARAUM $8.3Boffice count surgeChange between filings
    offices other than the principal office (Item 1.F.5) moved from 6.0 to 11.0 (+83.0%) between the annual amendments of 2025-04-15 and 2026-04-30; the peer median change was 0.0% (142 comparable advisers, 96.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $5B to $20B (142)96% percentile5.4 robust deviationsconfidence 0.85
  • INTERCAROLINA FINANCIAL SERVICES, INC.independent RIARAUM $85.4Minstitutional asset share shiftChange between filings
    institutional share of RAUM moved from 29.0% to 0.0% between the annual amendments of 2025-03-25 and 2026-04-30
    filing Apr 30, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
  • EVOKE ADVISORSindependent RIARAUM $17Binstitutional to wealth shiftCombination
    filing Apr 30, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.75
  • RIMROCK CAPITAL MANAGEMENT LLCasset managerRAUM $3.9Bprivate fund count surgeChange between filings
    private funds (Schedule D 7.B.1) moved from 4.0 to 6.0 (+50.0%) between the annual amendments of 2025-03-18 and 2026-04-30; the peer median change was 0.0% (1022 comparable advisers, 93.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $1B to $5B (1,022)93% percentile7.8 robust deviationsconfidence 0.85
  • ADVANTAGE CAPITAL MANAGEMENTinstitutionalRAUM $8.3Bprivate fund count surgeChange between filings
    private funds (Schedule D 7.B.1) moved from 4.0 to 6.0 (+50.0%) between the annual amendments of 2025-04-02 and 2026-04-30; the peer median change was 0.0% (13 comparable advisers, 100.0th percentile of changes)
    filing Apr 30, 2026peers: institutional managers, $5B to $20B (13)100% percentile2.7 robust deviationsconfidence 0.85
  • ALMANACK INVESTMENT PARTNERSindependent RIARAUM $946Mprivate fund count surgeChange between filings
    private funds (Schedule D 7.B.1) moved from 3.0 to 5.0 (+67.0%) between the annual amendments of 2025-04-25 and 2026-04-30; the peer median change was 0.0% (72 comparable advisers, 97.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $500M to $1B (72)97% percentileconfidence 0.85
  • KANEN WEALTH MANAGEMENT LLCmixed wealthRAUM $405Mprivate fund count surgeChange between filings
    private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was 0.0% (126 comparable advisers, 90.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $100M to $500M (126)90% percentileconfidence 0.85
  • RIOT VENTURES MANAGEMENT, LLCasset managerRAUM $1.1Bprivate fund count surgeChange between filings
    private funds (Schedule D 7.B.1) moved from 18.0 to 28.0 (+56.0%) between the annual amendments of 2025-03-31 and 2026-04-30; the peer median change was 0.0% (1022 comparable advisers, 96.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $1B to $5B (1,022)96% percentile8.6 robust deviationsconfidence 0.85
  • SAND CREEK CAPITAL, LLCindependent RIARAUM $471Maccount count surgeChange between filings
    accounts (Item 5.F.2.f) moved from 1,360.0 to 2,236.0 (+64.0%) between the annual amendments of 2025-03-17 and 2026-04-30; the peer median change was +5.0% (3686 comparable advisers, 96.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $100M to $500M (3,686)96% percentile6.8 robust deviationsconfidence 0.85
  • STEWARDSHIP ADVISORY GROUP, LLCindependent RIARAUM $322Maccount count collapseChange between filings
    accounts (Item 5.F.2.f) moved from 1,108.0 to 536.0 (-52.0%) between the annual amendments of 2025-03-15 and 2026-04-30; the peer median change was +5.0% (3686 comparable advisers, 3.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $100M to $500M (3,686)2.9% percentile6.3 robust deviationsconfidence 0.85
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8,370 anomalies match.