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.

  • SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLCotherRAUM $2.7Blarge related person networkStatic outlier
    related persons on Schedule D 7.A of 41.0 against a peer median of 6.0 (85 comparable advisers, 100.0th percentile, 7.9 robust deviations)
    filing Apr 30, 2026peers: other advisers, $1B to $5B (85)100% percentile7.9 robust deviationsconfidence 0.7
  • WATTS CAPITAL PARTNERS LLCindependent RIARAUM $75.0Maccount count collapseChange between filings
    accounts (Item 5.F.2.f) moved from 405.0 to 73.0 (-82.0%) between the annual amendments of 2025-03-10 and 2026-04-30; the peer median change was +2.0% (135 comparable advisers, 3.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, under $100M (135)3.0% percentile4.5 robust deviationsconfidence 0.85
  • PARLIAMENT CAPITAL MANAGEMENT, LLCasset managerRAUM $1.2Baccount count collapseChange between filings
    accounts (Item 5.F.2.f) moved from 317.0 to 23.0 (-93.0%) between the annual amendments of 2025-04-30 and 2026-04-30; the peer median change was -2.0% (33 comparable advisers, 9.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $1B to $5B (33)9.4% percentile2.4 robust deviationsconfidence 0.85
  • ROSEMEYER MANAGEMENT GROUPindependent RIARAUM $914Maccount count collapseChange between filings
    accounts (Item 5.F.2.f) moved from 3,202.0 to 1,170.0 (-63.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +6.0% (1256 comparable advisers, 1.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $500M to $1B (1,256)1.0% percentile8.5 robust deviationsconfidence 0.85
  • QUANTBASEindependent RIARAUM $26.6Maccount count collapseChange between filings
    accounts (Item 5.F.2.f) moved from 14,552.0 to 5,887.0 (-60.0%) between the annual amendments of 2025-04-02 and 2026-04-30; the peer median change was +2.0% (135 comparable advisers, 8.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, under $100M (135)8.2% percentile3.3 robust deviationsconfidence 0.85
  • SAVANT WEALTH MANAGEMENTindependent RIARAUM $56Baccount count surgeChange between filings
    accounts (Item 5.F.2.f) moved from 53,414.0 to 88,536.0 (+66.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +7.0% (76 comparable advisers, 92.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $20B and over (76)92% percentile4.6 robust deviationsconfidence 0.85
  • ELEVATION POINT WEALTH PARTNERS, LLCindependent RIARAUM $8.3Bgrowth on all axesCombination
    RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $2,434,909,737 to $8,290,502,368, advisors 20 to 52, private clients 1635 to 4879, offices 6 to 11 (2025-04-15 to 2026-04-30)
    filing Apr 30, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.75
  • ARAX ADVISORY PARTNERSBD affiliatedRAUM $27Bgrowth on all axesCombination
    RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $2,805,108,884 to $11,304,032,152, advisors 38 to 55, private clients 2558 to 6949, offices 9 to 35 (2025-01-31 to 2026-04-30)
    filing Apr 30, 2026peers: affiliated wealth managers, $20B and over (50)confidence 0.75
  • TORTUGA ADVISERS LLCindependent RIARAUM $564Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $13,542,905 against a peer median of $3,134,900 (1404 comparable advisers, 98.0th percentile, 6.9 robust deviations)
    filing Apr 30, 2026peers: independent wealth managers, $500M to $1B (1,404)98% percentile6.9 robust deviationsconfidence 0.8
  • CS PLANNING CORPindependent RIARAUM $2.0Baccount count surgeChange between filings
    accounts (Item 5.F.2.f) moved from 6,132.0 to 9,340.0 (+52.0%) between the annual amendments of 2025-04-28 and 2026-04-30; the peer median change was +6.0% (1206 comparable advisers, 92.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $1B to $5B (1,206)92% percentile5.5 robust deviationsconfidence 0.85
  • FOCUS PARTNERS WEALTH, LLCindependent RIARAUM $182Baccount count surgeChange between filings
    accounts (Item 5.F.2.f) moved from 124,141.0 to 220,585.0 (+78.0%) between the annual amendments of 2025-04-01 and 2026-04-30; the peer median change was +7.0% (76 comparable advisers, 95.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $20B and over (76)95% percentile5.5 robust deviationsconfidence 0.85
  • LEUCADIA ASSET MANAGEMENT LLCasset managerRAUM $3.1Bunusual affiliate densityStatic outlier
    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 Apr 30, 2026peers: asset managers, $1B to $5B (797)99% percentile5.4 robust deviationsconfidence 0.8
  • ECHELON GROUPotherRAUM $265Mwealth to institutional shiftCombination
    private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $102,105,746 to $265,200,867, advisors 4 to 5, private clients 65 to 85, offices 0 to 0 (2025-01-16 to 2026-04-30)
    filing Apr 30, 2026peers: other advisers, $100M to $500M (212)confidence 0.75
  • PRECISION WEALTH STRATEGIES, LLCindependent RIARAUM $711Maccount count surgeChange between filings
    accounts (Item 5.F.2.f) moved from 1,085.0 to 1,697.0 (+56.0%) between the annual amendments of 2025-04-11 and 2026-04-30; the peer median change was +6.0% (1256 comparable advisers, 95.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $500M to $1B (1,256)95% percentile6.2 robust deviationsconfidence 0.85
  • EVOKE ADVISORSindependent RIARAUM $17BRAUM down advisors stableCombination
    filing Apr 30, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.75
  • SGL FINANCIAL, LLCindependent RIARAUM $416MRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $218,580,905 to $416,008,260 (+90.0%) between the annual amendments of 2025-03-25 and 2026-04-30; the peer median change was +15.0% (4549 comparable advisers, 99.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $100M to $500M (4,549)99% percentile7.3 robust deviationsconfidence 0.85
  • ARISTOTLE CAPITAL MANAGEMENT, LLCotherRAUM $44Badvisors down RAUM stableCombination
    the advisor count fell 25 percent or more while RAUM stayed within 5 percent: people left without assets leaving (assets retained, or advisors were support staff). RAUM $43,833,669,241 to $43,543,321,650, advisors 21 to 13, private clients 5057 to 4452, offices 3 to 2 (2025-03-12 to 2026-04-30)
    filing Apr 30, 2026peers: other advisers, $20B and over (120)confidence 0.75
  • INTEGRITY ALLIANCE, LLCBD affiliatedRAUM $5.4Bnew owner headcount expandsCombination
    AMERICAN INDEPENDENT MARKETING, joined Schedule A on the filing of 2026-05-13; advisors 164.0 to 342.0 between the annual amendments of 2025-03-31 and 2026-04-30
    filing Apr 30, 2026peers: affiliated wealth managers, $5B to $20B (53)confidence 0.75
  • PTMA INVESTMENT ADVISORSasset managerRAUM $104Badvisor count surgeChange between filings
    advisory representatives (Item 5.B.3) moved from 8.0 to 12.0 (+50.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +3.0% (50 comparable advisers, 94.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $20B and over (50)94% percentile5.0 robust deviationsconfidence 0.85
  • BOYUM WEALTH ARCHITECTS LLCindependent RIARAUM $564Madvisor count surgeChange between filings
    advisory representatives (Item 5.B.3) moved from 5.0 to 9.0 (+80.0%) between the annual amendments of 2025-02-27 and 2026-04-30; the peer median change was 0.0% (795 comparable advisers, 99.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $500M to $1B (795)99% percentile6.5 robust deviationsconfidence 0.85
  • ARCHFORD CAPITAL STRATEGIES, LLCindependent RIARAUM $1.5Badvisor count surgeChange between filings
    advisory representatives (Item 5.B.3) moved from 8.0 to 15.0 (+88.0%) between the annual amendments of 2025-02-14 and 2026-04-30; the peer median change was 0.0% (999 comparable advisers, 99.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $1B to $5B (999)99% percentile7.1 robust deviationsconfidence 0.85
  • ARAX ADVISORY PARTNERSBD affiliatedRAUM $27Bnew owner headcount expandsCombination
    ARAX WEALTH, LLC joined Schedule A on the filing of 2026-08-14; advisors 38.0 to 55.0 between the annual amendments of 2025-01-31 and 2026-04-30
    filing Apr 30, 2026peers: affiliated wealth managers, $20B and over (50)confidence 0.75
  • BLUEPRINT FINANCIAL ADVISORSindependent RIARAUM $1.4Badvisor count surgeChange between filings
    advisory representatives (Item 5.B.3) moved from 14.0 to 25.0 (+79.0%) between the annual amendments of 2025-03-26 and 2026-04-30; the peer median change was 0.0% (999 comparable advisers, 98.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $1B to $5B (999)98% percentile6.4 robust deviationsconfidence 0.85
  • MASTER'S WEALTH MANAGEMENT INC.independent RIARAUM $590Madvisor count surgeChange between filings
    advisory representatives (Item 5.B.3) moved from 5.0 to 9.0 (+80.0%) between the annual amendments of 2025-04-23 and 2026-04-30; the peer median change was 0.0% (795 comparable advisers, 99.0th percentile of changes)
    filing Apr 30, 2026peers: independent wealth managers, $500M to $1B (795)99% percentile6.5 robust deviationsconfidence 0.85
  • BRIDGE INVESTMENT GROUPasset managerRAUM $49Bemployee count dropChange between filings
    employees (Item 5.A) moved from 2,130.0 to 610.0 (-71.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +3.0% (461 comparable advisers, 0.0th percentile of changes)
    filing Apr 30, 2026peers: asset managers, $20B and over (461)0.4% percentile7.5 robust deviationsconfidence 0.85
  • FLUENT FINANCIAL, LLCindependent RIARAUM $330MHNW share shiftChange between filings
    HNW share of RAUM moved from 88.0% to 34.0% between the annual amendments of 2025-03-25 and 2026-04-29
    filing Apr 29, 2026peers: independent wealth managers, $100M to $500M (5,678)confidence 0.85
  • QUINT CAPITAL MANAGEMENTmixed wealthRAUM $162Minstitutional asset share shiftChange between filings
    institutional share of RAUM moved from 0.0% to 61.0% between the annual amendments of 2025-03-06 and 2026-04-29
    filing Apr 29, 2026peers: independent wealth managers, $100M to $500M (5,678)confidence 0.85
  • FRECindependent RIARAUM $567MRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $119,214,747 to $567,226,248 (+376.0%) between the annual amendments of 2025-04-25 and 2026-04-29; the peer median change was +16.0% (1385 comparable advisers, 100.0th percentile of changes)
    filing Apr 29, 2026peers: independent wealth managers, $500M to $1B (1,385)100% percentile38.6 robust deviationsconfidence 0.85
  • QUANTUM LEAP CAPITAL, LLCindependent RIARAUM $121Mclient count surgeChange between filings
    individual and HNW clients (Item 5.D) moved from 141.0 to 333.0 (+136.0%) between the annual amendments of 2025-04-24 and 2026-04-29; the peer median change was +3.0% (3309 comparable advisers, 99.0th percentile of changes)
    filing Apr 29, 2026peers: independent wealth managers, $100M to $500M (3,309)99% percentile15.6 robust deviationsconfidence 0.85
  • XYPN SAPPHIREindependent RIARAUM $1.3Badvisor count dropChange between filings
    advisory representatives (Item 5.B.3) moved from 25.0 to 0.0 (-100.0%) between the annual amendments of 2025-04-28 and 2026-04-29; the peer median change was 0.0% (999 comparable advisers, 0.0th percentile of changes)
    filing Apr 29, 2026peers: independent wealth managers, $1B to $5B (999)0.0% percentile8.1 robust deviationsconfidence 0.85
  • BLACK LAKE INVESTMENTS LLCotherRAUM $1.2Blow 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 Apr 29, 2026peers: other advisers, $1B to $5B (247)0.0% percentile33.7 robust deviationsconfidence 0.8
  • BRIDGEPOINT LLCasset managerRAUM $24Blow discretionary shareStatic outlier
    discretionary share of RAUM of 1% against a peer median of 100% (512 comparable advisers, 1.0th percentile, 33.4 robust deviations)
    filing Apr 29, 2026peers: asset managers, $20B and over (512)0.8% percentile33.4 robust deviationsconfidence 0.8
  • CAMBRIDGE ASSOCIATES, LLCmixed wealthRAUM $327Bunusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $409,085,696 against a peer median of $5,010,783 (80 comparable advisers, 100.0th percentile, 86.8 robust deviations)
    filing Apr 29, 2026peers: independent wealth managers, $20B and over (80)100% percentile86.8 robust deviationsconfidence 0.7
  • NUVEEN ALTERNATIVES ADVISORS LLCinstitutionalRAUM $142Bunusually large average accountStatic outlier
    RAUM per account of $2,491,596,596 against a peer median of $155,134,994 (63 comparable advisers, 98.0th percentile, 10.6 robust deviations)
    filing Apr 29, 2026peers: institutional managers, $20B and over (63)98% percentile10.6 robust deviationsconfidence 0.7
  • FRECindependent RIARAUM $567Maccount count surgeChange between filings
    accounts (Item 5.F.2.f) moved from 820.0 to 1,830.0 (+123.0%) between the annual amendments of 2025-04-25 and 2026-04-29; the peer median change was +6.0% (1256 comparable advisers, 98.0th percentile of changes)
    filing Apr 29, 2026peers: independent wealth managers, $500M to $1B (1,256)98% percentile14.4 robust deviationsconfidence 0.85
  • XYPN SAPPHIREindependent RIARAUM $1.3Bclient count surgeChange between filings
    individual and HNW clients (Item 5.D) moved from 264.0 to 621.0 (+135.0%) between the annual amendments of 2025-04-28 and 2026-04-29; the peer median change was +5.0% (1132 comparable advisers, 99.0th percentile of changes)
    filing Apr 29, 2026peers: independent wealth managers, $1B to $5B (1,132)99% percentile18.2 robust deviationsconfidence 0.85
  • FRECindependent RIARAUM $567Mclient count surgeChange between filings
    individual and HNW clients (Item 5.D) moved from 806.0 to 1,789.0 (+122.0%) between the annual amendments of 2025-04-25 and 2026-04-29; the peer median change was +5.0% (1216 comparable advisers, 99.0th percentile of changes)
    filing Apr 29, 2026peers: independent wealth managers, $500M to $1B (1,216)99% percentile15.8 robust deviationsconfidence 0.85
  • A.G.P / ALLIANCE GLOBAL PARTNERSindependent RIARAUM $2.3Bclient count surgeChange between filings
    individual and HNW clients (Item 5.D) moved from 2,276.0 to 6,635.0 (+192.0%) between the annual amendments of 2024-09-30 and 2026-04-29; the peer median change was +5.0% (1132 comparable advisers, 99.0th percentile of changes)
    filing Apr 29, 2026peers: independent wealth managers, $1B to $5B (1,132)99% percentile26.0 robust deviationsconfidence 0.85
  • A.G.P / ALLIANCE GLOBAL PARTNERSindependent RIARAUM $2.3Bclient mix shiftChange between filings
    private-client share of RAUM moved from 41.0% to 92.0% between the annual amendments of 2024-09-30 and 2026-04-29
    filing Apr 29, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.85
  • CAMBRIDGE ASSOCIATES, LLCmixed wealthRAUM $327Bunusually large average accountStatic outlier
    RAUM per account of $540,891,545 against a peer median of $1,921,640 (83 comparable advisers, 100.0th percentile, 227.4 robust deviations)
    filing Apr 29, 2026peers: independent wealth managers, $20B and over (83)100% percentile227.4 robust deviationsconfidence 0.7
  • XYPN SAPPHIREindependent RIARAUM $1.3Bemployee count surgeChange between filings
    employees (Item 5.A) moved from 26.0 to 64.0 (+146.0%) between the annual amendments of 2025-04-28 and 2026-04-29; the peer median change was +4.0% (1050 comparable advisers, 100.0th percentile of changes)
    filing Apr 29, 2026peers: independent wealth managers, $1B to $5B (1,050)100% percentile14.5 robust deviationsconfidence 0.85
  • SL CAPITALindependent RIARAUM $230MHNW share shiftChange between filings
    HNW share of RAUM moved from 15.0% to 85.0% between the annual amendments of 2025-03-17 and 2026-04-29
    filing Apr 29, 2026peers: independent wealth managers, $100M to $500M (5,678)confidence 0.85
  • A.G.P / ALLIANCE GLOBAL PARTNERSindependent RIARAUM $2.3Binstitutional asset share shiftChange between filings
    institutional share of RAUM moved from 59.0% to 7.0% between the annual amendments of 2024-09-30 and 2026-04-29
    filing Apr 29, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.85
  • AMERICANA PARTNERS, LLCindependent RIARAUM $9.1Boffice count surgeChange between filings
    offices other than the principal office (Item 1.F.5) moved from 5.0 to 11.0 (+120.0%) between the annual amendments of 2025-03-27 and 2026-04-29; the peer median change was 0.0% (142 comparable advisers, 99.0th percentile of changes)
    filing Apr 29, 2026peers: independent wealth managers, $5B to $20B (142)99% percentile7.7 robust deviationsconfidence 0.85
  • DIVERSIFI CAPITAL INCindependent RIARAUM $671Mprivate fund count surgeChange between filings
    private funds (Schedule D 7.B.1) moved from 6.0 to 18.0 (+200.0%) between the annual amendments of 2025-04-24 and 2026-04-29; the peer median change was 0.0% (72 comparable advisers, 100.0th percentile of changes)
    filing Apr 29, 2026peers: independent wealth managers, $500M to $1B (72)100% percentileconfidence 0.85
  • TRUEBRIDGE CAPITAL PARTNERSasset managerRAUM $11Blarge related person networkStatic outlier
    related persons on Schedule D 7.A of 147.0 against a peer median of 11.0 (492 comparable advisers, 99.0th percentile, 15.3 robust deviations)
    filing Apr 29, 2026peers: asset managers, $5B to $20B (492)99% percentile15.3 robust deviationsconfidence 0.8
  • COTTONWOOD WEALTH STRATEGIES, LLCindependent RIARAUM $279Mprivate fund count surgeChange between filings
    private funds (Schedule D 7.B.1) moved from 2.0 to 4.0 (+100.0%) between the annual amendments of 2025-03-12 and 2026-04-29; the peer median change was 0.0% (126 comparable advisers, 95.0th percentile of changes)
    filing Apr 29, 2026peers: independent wealth managers, $100M to $500M (126)95% percentileconfidence 0.85
  • QUANTUM LEAP CAPITAL, LLCindependent RIARAUM $121Mdiscretionary share shiftChange between filings
    discretionary share of RAUM moved from 0.0% to 85.0% between the annual amendments of 2025-04-24 and 2026-04-29
    filing Apr 29, 2026peers: independent wealth managers, $100M to $500M (5,678)confidence 0.85
  • CAMBRIDGE ASSOCIATES, LLCmixed wealthRAUM $327Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 70% against a peer median of 7% (84 comparable advisers, 100.0th percentile, 8.1 robust deviations)
    filing Apr 29, 2026peers: independent wealth managers, $20B and over (84)100% percentile8.1 robust deviationsconfidence 0.7
  • QUINT CAPITAL MANAGEMENTmixed wealthRAUM $162Mclient mix shiftChange between filings
    private-client share of RAUM moved from 100.0% to 39.0% between the annual amendments of 2025-03-06 and 2026-04-29
    filing Apr 29, 2026peers: independent wealth managers, $100M to $500M (5,678)confidence 0.85
  • VALOR EQUITY PARTNERSasset managerRAUM $59BRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $26,076,132,878 to $59,316,626,010 (+127.0%) between the annual amendments of 2025-03-31 and 2026-04-29; the peer median change was +15.0% (470 comparable advisers, 99.0th percentile of changes)
    filing Apr 29, 2026peers: asset managers, $20B and over (470)99% percentile7.2 robust deviationsconfidence 0.85
  • XYPN SAPPHIREindependent RIARAUM $1.3BRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $321,042,677 to $881,503,781 (+175.0%) between the annual amendments of 2025-04-28 and 2026-04-29; the peer median change was +17.0% (1298 comparable advisers, 99.0th percentile of changes)
    filing Apr 29, 2026peers: independent wealth managers, $1B to $5B (1,298)99% percentile16.3 robust deviationsconfidence 0.85
  • QUIET CAPITAL MANAGEMENT, LLCasset managerRAUM $5.4BRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $2,465,942,230 to $5,390,979,083 (+119.0%) between the annual amendments of 2025-04-25 and 2026-04-29; the peer median change was +13.0% (631 comparable advisers, 97.0th percentile of changes)
    filing Apr 29, 2026peers: asset managers, $5B to $20B (631)97% percentile5.0 robust deviationsconfidence 0.85
  • ARCHER CAPITAL GROUP MANAGEMENT, LLCasset managerRAUM $660MRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $285,557,735 to $659,567,714 (+131.0%) between the annual amendments of 2025-03-31 and 2026-04-29; the peer median change was +8.0% (672 comparable advisers, 96.0th percentile of changes)
    filing Apr 29, 2026peers: asset managers, $500M to $1B (672)96% percentile5.2 robust deviationsconfidence 0.85
  • JESSUP WEALTH MANAGEMENTindependent RIARAUM $360Maccount count surgeChange between filings
    accounts (Item 5.F.2.f) moved from 403.0 to 916.0 (+127.0%) between the annual amendments of 2025-03-11 and 2026-04-29; the peer median change was +5.0% (3686 comparable advisers, 98.0th percentile of changes)
    filing Apr 29, 2026peers: independent wealth managers, $100M to $500M (3,686)98% percentile13.9 robust deviationsconfidence 0.85
  • MAKARORAasset managerRAUM $1.1BRAUM up 50 %Change between filings
    RAUM (Item 5.F) moved from $353,337,453 to $1,092,744,155 (+209.0%) between the annual amendments of 2025-03-24 and 2026-04-29; the peer median change was +11.0% (1368 comparable advisers, 98.0th percentile of changes)
    filing Apr 29, 2026peers: asset managers, $1B to $5B (1,368)98% percentile8.5 robust deviationsconfidence 0.85
  • GALAXY DIGITAL CAPITAL MANAGEMENT LPasset managerRAUM $1.7BRAUM down 25 %Change between filings
    RAUM (Item 5.F) moved from $2,452,058,739 to $1,722,962,538 (-30.0%) between the annual amendments of 2025-04-03 and 2026-04-29; the peer median change was +11.0% (1368 comparable advisers, 3.0th percentile of changes)
    filing Apr 29, 2026peers: asset managers, $1B to $5B (1,368)3.2% percentile1.8 robust deviationsconfidence 0.85
  • FUTURA ASSET ADVISORS LLCindependent RIARAUM $115Minstitutional asset share shiftChange between filings
    institutional share of RAUM moved from 27.0% to 42.0% between the annual amendments of 2025-04-23 and 2026-04-29
    filing Apr 29, 2026peers: independent wealth managers, $100M to $500M (5,678)confidence 0.85
  • NOVUS ADVISORSindependent RIARAUM $91.3Minstitutional asset share shiftChange between filings
    institutional share of RAUM moved from 16.0% to 35.0% between the annual amendments of 2025-02-28 and 2026-04-29
    filing Apr 29, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
  • XYPN SAPPHIREindependent RIARAUM $1.3Binstitutional asset share shiftChange between filings
    institutional share of RAUM moved from 50.0% to 26.0% between the annual amendments of 2025-04-28 and 2026-04-29
    filing Apr 29, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.85
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8,370 anomalies match.