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.

  • VONTOBEL SWISS FINANCIAL ADVISERSindependent RIARAUM $12Bhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 21.0 against a peer median of 1.9 (241 comparable advisers, 99.0th percentile, 24.7 robust deviations)
    filing Sep 4, 2026peers: independent wealth managers, $5B to $20B (241)99% percentile24.7 robust deviationsconfidence 0.8
  • FUTURE BRIGHTindependent RIARAUM $121Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 39% against a peer median of 0% (5676 comparable advisers, 98.0th percentile, 13.1 robust deviations)
    filing Sep 4, 2026peers: independent wealth managers, $100M to $500M (5,676)98% percentile13.1 robust deviationsconfidence 0.8
  • VONTOBEL SWISS FINANCIAL ADVISERSindependent RIARAUM $12Bhigh office count relative to headcountStatic outlier
    offices per registered advisor of 1.0 against a peer median of 0.3 (171 comparable advisers, 99.0th percentile, 4.4 robust deviations)
    filing Sep 4, 2026peers: independent wealth managers, $5B to $20B (171)99% percentile4.4 robust deviationsconfidence 0.8
  • PACTOLUSindependent RIARAUM $188Mhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 3.4 against a peer median of 1.2 (1313 comparable advisers, 98.0th percentile, 7.4 robust deviations)
    filing Sep 4, 2026peers: independent wealth managers, $100M to $500M (1,313)98% percentile7.4 robust deviationsconfidence 0.8
  • STIFEL INDEPENDENT ADVISORS, LLCBD affiliatedRAUM $5.0Bvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $500,696,290 against a peer median of $43,852,199 (53 comparable advisers, 98.0th percentile, 15.9 robust deviations)
    filing Sep 3, 2026peers: affiliated wealth managers, $5B to $20B (53)98% percentile15.9 robust deviationsconfidence 0.7
  • MCGOWAN GROUP ASSET MANAGEMENT, INC.independent RIARAUM $1.1Bunusually high clients per advisorStatic outlier
    private clients per advisor of 679.1 against a peer median of 64.8 (1150 comparable advisers, 99.0th percentile, 15.0 robust deviations)
    filing Sep 3, 2026peers: independent wealth managers, $1B to $5B (1,150)99% percentile15.0 robust deviationsconfidence 0.8
  • STIFEL INDEPENDENT ADVISORS, LLCBD affiliatedRAUM $5.0Bunusually high clients per advisorStatic outlier
    private clients per advisor of 776.2 against a peer median of 63.3 (51 comparable advisers, 98.0th percentile, 23.7 robust deviations)
    filing Sep 3, 2026peers: affiliated wealth managers, $5B to $20B (51)98% percentile23.7 robust deviationsconfidence 0.7
  • STIFEL INDEPENDENT ADVISORS, LLCBD affiliatedRAUM $5.0Bhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 19.8 against a peer median of 1.3 (53 comparable advisers, 98.0th percentile, 45.8 robust deviations)
    filing Sep 3, 2026peers: affiliated wealth managers, $5B to $20B (53)98% percentile45.8 robust deviationsconfidence 0.7
  • STIFEL INDEPENDENT ADVISORS, LLCBD affiliatedRAUM $5.0Bhigh office count relative to headcountStatic outlier
    offices per registered advisor of 7.8 against a peer median of 0.4 (52 comparable advisers, 98.0th percentile, 30.1 robust deviations)
    filing Sep 3, 2026peers: affiliated wealth managers, $5B to $20B (52)98% percentile30.1 robust deviationsconfidence 0.7
  • GALVIN, GAUSTAD & STEIN, LLCindependent RIARAUM $1.4Bhigh office count relative to headcountStatic outlier
    offices per registered advisor of 1.4 against a peer median of 0.3 (529 comparable advisers, 98.0th percentile, 4.5 robust deviations)
    filing Sep 3, 2026peers: independent wealth managers, $1B to $5B (529)98% percentile4.5 robust deviationsconfidence 0.8
  • CITIZENS SECURITIES, INC.BD affiliatedRAUM $13Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 88% (53 comparable advisers, 0.0th percentile, 5.1 robust deviations)
    filing Sep 3, 2026peers: affiliated wealth managers, $5B to $20B (53)0.0% percentile5.1 robust deviationsconfidence 0.7
  • TRILLIUM ASSET MANAGEMENTindependent RIARAUM $4.3Bhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 4.4 against a peer median of 1.5 (1100 comparable advisers, 99.0th percentile, 6.0 robust deviations)
    filing Sep 3, 2026peers: independent wealth managers, $1B to $5B (1,100)99% percentile6.0 robust deviationsconfidence 0.8
  • GUARDIAN WEALTH PARTNERS, LLCindependent RIARAUM $191Mhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 5.0 against a peer median of 1.2 (1313 comparable advisers, 99.0th percentile, 12.8 robust deviations)
    filing Sep 2, 2026peers: independent wealth managers, $100M to $500M (1,313)99% percentile12.8 robust deviationsconfidence 0.8
  • ZOE FINANCIAL, INC.independent RIARAUM $283Mhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 6.4 against a peer median of 1.2 (1313 comparable advisers, 100.0th percentile, 17.6 robust deviations)
    filing Sep 2, 2026peers: independent wealth managers, $100M to $500M (1,313)100% percentile17.6 robust deviationsconfidence 0.8
  • AMERICAN TRUST INVESTMENT ADVISORS, LLCmixed wealthRAUM $303Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 67% against a peer median of 0% (5676 comparable advisers, 100.0th percentile, 22.5 robust deviations)
    filing Sep 2, 2026peers: independent wealth managers, $100M to $500M (5,676)100% percentile22.5 robust deviationsconfidence 0.8
  • STORGATE, LLCmixed wealthRAUM $184Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 50% against a peer median of 0% (5676 comparable advisers, 99.0th percentile, 16.6 robust deviations)
    filing Sep 2, 2026peers: independent wealth managers, $100M to $500M (5,676)99% percentile16.6 robust deviationsconfidence 0.8
  • CIM CAPITAL SA MANAGEMENT, LLCasset managerRAUM $134Mlarge related person networkStatic outlier
    related persons on Schedule D 7.A of 35.0 against a peer median of 5.0 (488 comparable advisers, 98.0th percentile, 10.1 robust deviations)
    filing Sep 2, 2026peers: asset managers, $100M to $500M (488)98% percentile10.1 robust deviationsconfidence 0.8
  • FIRST NEBRASKA FINANCIAL SERVICESindependent RIARAUM $458Mlow 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 2, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
  • BETTEREDGE CAPITAL LLCotherRAUM $81.4Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (34 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 2, 2026peers: other advisers, under $100M (34)0.0% percentile33.7 robust deviationsconfidence 0.6
  • GENOA WEALTH, LLCindependent RIARAUM $377Munusually large average accountStatic outlier
    RAUM per account of $5,305,556 against a peer median of $440,397 (5431 comparable advisers, 99.0th percentile, 3.3 robust deviations)
    filing Sep 2, 2026peers: independent wealth managers, $100M to $500M (5,431)99% percentile3.3 robust deviationsconfidence 0.8
  • BIRCH CAPITAL MANAGEMENT, LLCindependent RIARAUM $235Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $8,532,694 against a peer median of $2,404,040 (4940 comparable advisers, 99.0th percentile, 4.1 robust deviations)
    filing Sep 2, 2026peers: independent wealth managers, $100M to $500M (4,940)99% percentile4.1 robust deviationsconfidence 0.8
  • LOGAN PARK WEALTH MANAGEMENTindependent RIARAUM $465Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $154,942,829 against a peer median of $55,716,044 (3252 comparable advisers, 99.0th percentile, 3.5 robust deviations)
    filing Sep 2, 2026peers: independent wealth managers, $100M to $500M (3,252)99% percentile3.5 robust deviationsconfidence 0.8
  • FIRST NEBRASKA FINANCIAL SERVICESindependent RIARAUM $458Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $152,665,023 against a peer median of $55,716,044 (3252 comparable advisers, 99.0th percentile, 3.4 robust deviations)
    filing Sep 2, 2026peers: independent wealth managers, $100M to $500M (3,252)99% percentile3.4 robust deviationsconfidence 0.8
  • ACON INVESTMENTS MANAGEMENT, LLCasset managerRAUM $193Mlarge related person networkStatic outlier
    related persons on Schedule D 7.A of 35.0 against a peer median of 5.0 (488 comparable advisers, 98.0th percentile, 10.1 robust deviations)
    filing Sep 1, 2026peers: asset managers, $100M to $500M (488)98% percentile10.1 robust deviationsconfidence 0.8
  • TONY WALKER FINANCIALindependent RIARAUM $374Munusually high clients per advisorStatic outlier
    private clients per advisor of 365.6 against a peer median of 57.3 (3075 comparable advisers, 99.0th percentile, 8.8 robust deviations)
    filing Sep 1, 2026peers: independent wealth managers, $100M to $500M (3,075)99% percentile8.8 robust deviationsconfidence 0.8
  • VALOR ADVISORS LLCindependent RIARAUM $4.0Bunusually large average accountStatic outlier
    RAUM per account of $58,053,074 against a peer median of $812,622 (1332 comparable advisers, 100.0th percentile, 38.6 robust deviations)
    filing Sep 1, 2026peers: independent wealth managers, $1B to $5B (1,332)100% percentile38.6 robust deviationsconfidence 0.8
  • VALOR ADVISORS LLCindependent RIARAUM $4.0Bunusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $56,449,156 against a peer median of $3,645,749 (1308 comparable advisers, 99.0th percentile, 26.2 robust deviations)
    filing Sep 1, 2026peers: independent wealth managers, $1B to $5B (1,308)99% percentile26.2 robust deviationsconfidence 0.8
  • HUNTERS MOON CAPITAL (US) LPasset managerRAUM $803Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (783 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Sep 1, 2026peers: asset managers, $500M to $1B (783)0.0% percentile33.7 robust deviationsconfidence 0.8
  • CIBC GLOBAL ASSET MANAGEMENTasset managerRAUM $163Bhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 95.6 against a peer median of 7.3 (61 comparable advisers, 98.0th percentile, 11.9 robust deviations)
    filing Sep 1, 2026peers: asset managers, $20B and over (61)98% percentile11.9 robust deviationsconfidence 0.7
  • VALOR ADVISORS LLCindependent RIARAUM $4.0Bvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $1,335,220,713 against a peer median of $146,413,945 (1221 comparable advisers, 100.0th percentile, 12.0 robust deviations)
    filing Sep 1, 2026peers: independent wealth managers, $1B to $5B (1,221)100% percentile12.0 robust deviationsconfidence 0.8
  • FALCON WEALTH PLANNING, INC.independent RIARAUM $2.0Bhigh office count relative to headcountStatic outlier
    offices per registered advisor of 1.9 against a peer median of 0.3 (529 comparable advisers, 100.0th percentile, 6.7 robust deviations)
    filing Sep 1, 2026peers: independent wealth managers, $1B to $5B (529)100% percentile6.7 robust deviationsconfidence 0.8
  • TONY WALKER FINANCIALindependent RIARAUM $374Mhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 3.4 against a peer median of 1.2 (1313 comparable advisers, 98.0th percentile, 7.4 robust deviations)
    filing Sep 1, 2026peers: independent wealth managers, $100M to $500M (1,313)98% percentile7.4 robust deviationsconfidence 0.8
  • GLOBAL IMC LLCasset managerRAUM $790Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 20% against a peer median of 0% (783 comparable advisers, 98.0th percentile, 6.7 robust deviations)
    filing Sep 1, 2026peers: asset managers, $500M to $1B (783)98% percentile6.7 robust deviationsconfidence 0.8
  • NEPHILA ADVISORS LLCasset managerRAUM $13Blow 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 Aug 31, 2026peers: asset managers, $5B to $20B (684)0.0% percentile33.7 robust deviationsconfidence 0.8
  • BROWN EDWARDS WEALTH STRATEGIESindependent RIARAUM $403Mhigh office count relative to headcountStatic outlier
    offices per registered advisor of 1.8 against a peer median of 0.6 (577 comparable advisers, 99.0th percentile, 4.5 robust deviations)
    filing Aug 31, 2026peers: independent wealth managers, $100M to $500M (577)99% percentile4.5 robust deviationsconfidence 0.8
  • ICAPITAL ADVISORS, LLCasset managerRAUM $150Bmany private funds relative to firm sizeStatic outlier
    private funds per $1B of RAUM of 7.6 against a peer median of 0.7 (308 comparable advisers, 100.0th percentile, 7.5 robust deviations)
    filing Aug 31, 2026peers: asset managers, $20B and over (308)100% percentile7.5 robust deviationsconfidence 0.8
  • HOF CAPITALasset managerRAUM $7.3Bmany private funds relative to firm sizeStatic outlier
    private funds per $1B of RAUM of 13.7 against a peer median of 2.0 (467 comparable advisers, 99.0th percentile, 6.8 robust deviations)
    filing Aug 31, 2026peers: asset managers, $5B to $20B (467)99% percentile6.8 robust deviationsconfidence 0.8
  • BRIDGECREEK FINANCIAL GROUPindependent RIARAUM $650Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $14,158,078 against a peer median of $3,135,307 (1405 comparable advisers, 98.0th percentile, 7.2 robust deviations)
    filing Aug 31, 2026peers: independent wealth managers, $500M to $1B (1,405)98% percentile7.2 robust deviationsconfidence 0.8
  • PARADY WEALTH MANAGEMENTindependent RIARAUM $146Munusually high clients per advisorStatic outlier
    private clients per advisor of 315.2 against a peer median of 57.3 (3075 comparable advisers, 99.0th percentile, 7.4 robust deviations)
    filing Aug 31, 2026peers: independent wealth managers, $100M to $500M (3,075)99% percentile7.4 robust deviationsconfidence 0.8
  • SMITH BROTHERS FINANCIAL, LLCmixed wealthRAUM $1.1Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 78% against a peer median of 3% (1360 comparable advisers, 100.0th percentile, 18.7 robust deviations)
    filing Aug 30, 2026peers: independent wealth managers, $1B to $5B (1,360)100% percentile18.7 robust deviationsconfidence 0.8
  • TRUIST ADVISORY SERVICES, INC.BD affiliatedRAUM $77Bhigh office count relative to headcountStatic outlier
    offices per registered advisor of 1.5 against a peer median of 0.2 (47 comparable advisers, 100.0th percentile, 6.1 robust deviations)
    filing Aug 30, 2026peers: affiliated wealth managers, $20B and over (47)100% percentile6.1 robust deviationsconfidence 0.6
  • SSGA FUNDS MANAGEMENT, INC.asset managerRAUM $1421Bunusually large average accountStatic outlier
    RAUM per account of $4,950,013,388 against a peer median of $426,672,517 (326 comparable advisers, 98.0th percentile, 14.8 robust deviations)
    filing Aug 28, 2026peers: asset managers, $20B and over (326)98% percentile14.8 robust deviationsconfidence 0.8
  • GLOBAL ENDOWMENT MANAGEMENT, LPasset managerRAUM $13Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 38% against a peer median of 0% (684 comparable advisers, 99.0th percentile, 12.8 robust deviations)
    filing Aug 28, 2026peers: asset managers, $5B to $20B (684)99% percentile12.8 robust deviationsconfidence 0.8
  • BAKER TILLY WEALTH MANAGEMENT, LLCmixed wealthRAUM $5.2Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 74% against a peer median of 4% (289 comparable advisers, 99.0th percentile, 13.8 robust deviations)
    filing Aug 28, 2026peers: independent wealth managers, $5B to $20B (289)99% percentile13.8 robust deviationsconfidence 0.8
  • MONTEREY WEALTHmixed wealthRAUM $300Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 57% against a peer median of 0% (5676 comparable advisers, 99.0th percentile, 19.0 robust deviations)
    filing Aug 28, 2026peers: independent wealth managers, $100M to $500M (5,676)99% percentile19.0 robust deviationsconfidence 0.8
  • OA PRIVATE CAPITALmixed wealthRAUM $23Bunusually large average accountStatic outlier
    RAUM per account of $244,110,415 against a peer median of $1,921,640 (83 comparable advisers, 99.0th percentile, 102.2 robust deviations)
    filing Aug 28, 2026peers: independent wealth managers, $20B and over (83)99% percentile102.2 robust deviationsconfidence 0.7
  • VALINOR WEALTH MANAGEMENTasset managerRAUM $678Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 4% against a peer median of 100% (783 comparable advisers, 2.0th percentile, 32.5 robust deviations)
    filing Aug 28, 2026peers: asset managers, $500M to $1B (783)1.7% percentile32.5 robust deviationsconfidence 0.8
  • COMPOSITION CAPITAL LPasset managerRAUM $1.2Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (1506 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Aug 28, 2026peers: asset managers, $1B to $5B (1,506)0.0% percentile33.7 robust deviationsconfidence 0.8
  • NUMERIC INVESTORS LLCasset managerRAUM $94Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 39% against a peer median of 0% (512 comparable advisers, 100.0th percentile, 13.2 robust deviations)
    filing Aug 28, 2026peers: asset managers, $20B and over (512)100% percentile13.2 robust deviationsconfidence 0.8
  • OUTRUNNER CAPITAL, LLCindependent RIARAUM $498Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $166,155,932 against a peer median of $55,716,044 (3252 comparable advisers, 100.0th percentile, 3.9 robust deviations)
    filing Aug 28, 2026peers: independent wealth managers, $100M to $500M (3,252)100% percentile3.9 robust deviationsconfidence 0.8
  • GLOBAL ENDOWMENT MANAGEMENT, LPasset managerRAUM $13Bmany private funds relative to firm sizeStatic outlier
    private funds per $1B of RAUM of 11.5 against a peer median of 2.0 (467 comparable advisers, 99.0th percentile, 5.6 robust deviations)
    filing Aug 28, 2026peers: asset managers, $5B to $20B (467)99% percentile5.6 robust deviationsconfidence 0.8
  • GIBBS WEALTH MANAGEMENT, LLCindependent RIARAUM $1.1Bhigh office count relative to headcountStatic outlier
    offices per registered advisor of 1.9 against a peer median of 0.3 (529 comparable advisers, 100.0th percentile, 6.7 robust deviations)
    filing Aug 28, 2026peers: independent wealth managers, $1B to $5B (529)100% percentile6.7 robust deviationsconfidence 0.8
  • IFM INVESTORS PTY LTDasset managerRAUM $153Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 39% against a peer median of 0% (512 comparable advisers, 100.0th percentile, 12.9 robust deviations)
    filing Aug 27, 2026peers: asset managers, $20B and over (512)100% percentile12.9 robust deviationsconfidence 0.8
  • NBC CAPITAL ADVISORSindependent RIARAUM $847Munusually high clients per advisorStatic outlier
    private clients per advisor of 436.6 against a peer median of 63.7 (1211 comparable advisers, 99.0th percentile, 10.0 robust deviations)
    filing Aug 27, 2026peers: independent wealth managers, $500M to $1B (1,211)99% percentile10.0 robust deviationsconfidence 0.8
  • AQR CAPITAL MANAGEMENT, LLCasset managerRAUM $312Bunusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $93,985,520 against a peer median of $3,832,636 (48 comparable advisers, 100.0th percentile, 23.5 robust deviations)
    filing Aug 27, 2026peers: asset managers, $20B and over (48)100% percentile23.5 robust deviationsconfidence 0.6
  • BW & ASSOCIATES, INC.independent RIARAUM $693Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 99% (1483 comparable advisers, 0.0th percentile, 33.5 robust deviations)
    filing Aug 27, 2026peers: independent wealth managers, $500M to $1B (1,483)0.0% percentile33.5 robust deviationsconfidence 0.8
  • RCM WEALTH ADVISORSindependent RIARAUM $389Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 47% against a peer median of 0% (5676 comparable advisers, 99.0th percentile, 15.6 robust deviations)
    filing Aug 27, 2026peers: independent wealth managers, $100M to $500M (5,676)99% percentile15.6 robust deviationsconfidence 0.8
  • ENCOMPASS WEALTH ADVISORS, LLCindependent RIARAUM $473Munusually high clients per advisorStatic outlier
    private clients per advisor of 318.0 against a peer median of 57.3 (3075 comparable advisers, 99.0th percentile, 7.4 robust deviations)
    filing Aug 27, 2026peers: independent wealth managers, $100M to $500M (3,075)99% percentile7.4 robust deviationsconfidence 0.8
  • CRAMER & RAUCHEGGER, INC.independent RIARAUM $151Munusually high clients per advisorStatic outlier
    private clients per advisor of 283.3 against a peer median of 57.3 (3075 comparable advisers, 99.0th percentile, 6.4 robust deviations)
    filing Aug 27, 2026peers: independent wealth managers, $100M to $500M (3,075)99% percentile6.4 robust deviationsconfidence 0.8
  • SAAGAindependent RIARAUM $717Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 99% (1483 comparable advisers, 0.0th percentile, 33.5 robust deviations)
    filing Aug 26, 2026peers: independent wealth managers, $500M to $1B (1,483)0.0% percentile33.5 robust deviationsconfidence 0.8
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8,372 anomalies match.