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.

PANDOWEALTH. LLCmixed wealthRAUM $500Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 65% against a peer median of 2% (1482 comparable advisers, 99.0th percentile, 21.5 robust deviations)
filing Apr 21, 2026peers: independent wealth managers, $500M to $1B (1,482)99% percentile21.5 robust deviationsconfidence 0.8
INDEPENDENT FAMILY OFFICE, LLCindependent RIARAUM $760Munusually large average HNW clientStatic outlier
HNW RAUM per HNW client of $17,676,746 against a peer median of $3,134,900 (1404 comparable advisers, 100.0th percentile, 9.6 robust deviations)
filing Apr 21, 2026peers: independent wealth managers, $500M to $1B (1,404)100% percentile9.6 robust deviationsconfidence 0.8
CARDINAL POINT WEALTH MANAGEMENTindependent RIARAUM $4.8BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $2,246,856,073 to $4,808,296,667 (+114.0%) between the annual amendments of 2025-04-14 and 2026-04-21; the peer median change was +17.0% (1297 comparable advisers, 98.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $1B to $5B (1,297)98% percentile10.0 robust deviationsconfidence 0.85
R••••• A••••independent RIARAUM $434MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $101,534,281 to $433,731,160 (+327.0%) between the annual amendments of 2025-03-10 and 2026-04-21; the peer median change was +15.0% (4548 comparable advisers, 100.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $100M to $500M (4,548)100% percentile30.5 robust deviationsconfidence 0.85
S••••• M••••••• C••••••• L•asset managerRAUM $311Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 27% against a peer median of 0% (1568 comparable advisers, 99.0th percentile, 9.3 robust deviations)
filing Apr 21, 2026peers: asset managers, $100M to $500M (1,568)99% percentile9.3 robust deviationsconfidence 0.8
W• F••••• O••••••independent RIARAUM $18Bunusually large average accountStatic outlier
RAUM per account of $158,503,526 against a peer median of $1,534,512 (282 comparable advisers, 100.0th percentile, 97.8 robust deviations)
filing Apr 21, 2026peers: independent wealth managers, $5B to $20B (282)100% percentile97.8 robust deviationsconfidence 0.8
W• F••••• O••••••independent RIARAUM $18Bunusually large average HNW clientStatic outlier
HNW RAUM per HNW client of $158,503,526 against a peer median of $4,554,235 (279 comparable advisers, 100.0th percentile, 47.2 robust deviations)
filing Apr 21, 2026peers: independent wealth managers, $5B to $20B (279)100% percentile47.2 robust deviationsconfidence 0.8
F•••• F•••••••• A••••••• S••••••• I••independent RIARAUM $278Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (5679 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Apr 21, 2026peers: independent wealth managers, $100M to $500M (5,679)0.0% percentile33.7 robust deviationsconfidence 0.8
W• F••••• O••••••independent RIARAUM $18Blow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 97% (289 comparable advisers, 0.0th percentile, 24.2 robust deviations)
filing Apr 21, 2026peers: independent wealth managers, $5B to $20B (289)0.0% percentile24.2 robust deviationsconfidence 0.8
H••••• R••••••••• S•••••••• 2• L••institutionalRAUM $1.2Blow 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 Apr 21, 2026peers: institutional managers, $1B to $5B (121)0.0% percentile33.5 robust deviationsconfidence 0.8
C••••••• P•••• W••••• M•••••••••independent RIARAUM $4.8Bhigh employee count relative to advisorsStatic outlier
employees per registered advisor of 7.0 against a peer median of 1.5 (1101 comparable advisers, 99.0th percentile, 11.5 robust deviations)
filing Apr 21, 2026peers: independent wealth managers, $1B to $5B (1,101)99% percentile11.5 robust deviationsconfidence 0.8
B•••• A••••••• I••••••••• S•••••••• G•••• L••asset managerRAUM $9.8Bmany private funds relative to firm sizeStatic outlier
private funds per $1B of RAUM of 40.1 against a peer median of 2.0 (466 comparable advisers, 100.0th percentile, 22.5 robust deviations)
filing Apr 21, 2026peers: asset managers, $5B to $20B (466)100% percentile22.5 robust deviationsconfidence 0.8
A••••• W•••• C•••••• I••••••••• L••asset managerRAUM $181Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 35% against a peer median of 0% (1568 comparable advisers, 100.0th percentile, 11.9 robust deviations)
filing Apr 21, 2026peers: asset managers, $100M to $500M (1,568)100% percentile11.9 robust deviationsconfidence 0.8
R••••• A••••independent RIARAUM $434Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 233.0 to 753.0 (+223.0%) between the annual amendments of 2025-03-10 and 2026-04-21; the peer median change was +5.0% (3685 comparable advisers, 100.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $100M to $500M (3,685)100% percentile24.7 robust deviationsconfidence 0.85
S•••••• R••• • C••• L••independent RIARAUM $2.5Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 1,338.0 to 3,009.0 (+125.0%) between the annual amendments of 2025-04-04 and 2026-04-21; the peer median change was +6.0% (1205 comparable advisers, 97.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $1B to $5B (1,205)97% percentile14.1 robust deviationsconfidence 0.85
E••••••• W••••• M••••••••• L••independent RIARAUM $513Madvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 5.0 to 0.0 (-100.0%) between the annual amendments of 2025-03-28 and 2026-04-21; the peer median change was 0.0% (795 comparable advisers, 0.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $500M to $1B (795)0.0% percentile8.1 robust deviationsconfidence 0.85
P••••••••• P•••••••• A•••••••••BD affiliatedRAUM $685Bhigh employee count relative to advisorsStatic outlier
employees per registered advisor of 158.4 against a peer median of 1.7 (49 comparable advisers, 100.0th percentile, 245.8 robust deviations)
filing Apr 21, 2026peers: affiliated wealth managers, $20B and over (49)100% percentile245.8 robust deviationsconfidence 0.6
C••••• P••••••• R••••••••• P••• C•••••••••institutionalRAUM $40Bemployee count surgeChange between filings
employees (Item 5.A) moved from 87.0 to 193.0 (+122.0%) between the annual amendments of 2025-03-31 and 2026-04-21; the peer median change was +2.0% (79 comparable advisers, 99.0th percentile of changes)
filing Apr 21, 2026peers: institutional managers, $20B and over (79)99% percentile18.3 robust deviationsconfidence 0.85
T•• C•••••••• G••••• L••asset managerRAUM $1.2Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 5.0 (+150.0%) between the annual amendments of 2025-03-19 and 2026-04-21; the peer median change was 0.0% (1022 comparable advisers, 99.0th percentile of changes)
filing Apr 21, 2026peers: asset managers, $1B to $5B (1,022)99% percentile23.3 robust deviationsconfidence 0.85
C••••• P••••••• R••••••••• P••• C•••••••••institutionalRAUM $40BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $18,953,321,052 to $40,253,232,272 (+112.0%) between the annual amendments of 2025-03-31 and 2026-04-21; the peer median change was +11.0% (83 comparable advisers, 100.0th percentile of changes)
filing Apr 21, 2026peers: institutional managers, $20B and over (83)100% percentile12.9 robust deviationsconfidence 0.85
M•••••• G••••• A••••••• L••independent RIARAUM $71.4Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 35.0% to 57.0% between the annual amendments of 2025-04-01 and 2026-04-21
filing Apr 21, 2026peers: independent wealth managers, under $100M (708)confidence 0.85
H••• C•••••• M•••••••••independent RIARAUM $401Munusually large average HNW clientStatic outlier
HNW RAUM per HNW client of $9,468,339 against a peer median of $2,402,920 (4942 comparable advisers, 99.0th percentile, 4.8 robust deviations)
filing Apr 21, 2026peers: independent wealth managers, $100M to $500M (4,942)99% percentile4.8 robust deviationsconfidence 0.8
C••••• P••••••• R••••••••• P••• C•••••••••institutionalRAUM $40Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 22.0% to 42.0% between the annual amendments of 2025-03-31 and 2026-04-21
filing Apr 21, 2026peers: institutional managers, $20B and over (90)confidence 0.85
B••••••• S••••••••• C••••independent RIARAUM $931MHNW share shiftChange between filings
HNW share of RAUM moved from 59.0% to 36.0% between the annual amendments of 2025-03-18 and 2026-04-21
filing Apr 21, 2026peers: independent wealth managers, $500M to $1B (1,482)confidence 0.85
S••••• M••••••• C••••••• L•asset managerRAUM $311Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 9.0% to 27.0% between the annual amendments of 2025-03-28 and 2026-04-21
filing Apr 21, 2026peers: asset managers, $100M to $500M (1,568)confidence 0.85
S••••• M••••••• C••••••• L•asset managerRAUM $311Memployee count dropChange between filings
employees (Item 5.A) moved from 31.0 to 17.0 (-45.0%) between the annual amendments of 2025-03-28 and 2026-04-21; the peer median change was 0.0% (392 comparable advisers, 4.0th percentile of changes)
filing Apr 21, 2026peers: asset managers, $100M to $500M (392)3.8% percentile3.7 robust deviationsconfidence 0.85
C•••••• C•••••• M••••••••• L••asset managerRAUM $561MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $938,000,000 to $606,000,000 (-35.0%) between the annual amendments of 2025-03-28 and 2026-04-21; the peer median change was +8.0% (672 comparable advisers, 4.0th percentile of changes)
filing Apr 21, 2026peers: asset managers, $500M to $1B (672)4.2% percentile1.8 robust deviationsconfidence 0.85
A•••• P••••••• I••••••••• A•independent RIARAUM $2.0BRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $1,392,429,282 to $2,030,496,097 (+46.0%) between the annual amendments of 2025-03-28 and 2026-04-21; the peer median change was +17.0% (1297 comparable advisers, 91.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $1B to $5B (1,297)91% percentile3.0 robust deviationsconfidence 0.85
Z•••••• R••••••••• P•••••••independent RIARAUM $173MHNW share shiftChange between filings
HNW share of RAUM moved from 43.0% to 63.0% between the annual amendments of 2025-03-12 and 2026-04-21
filing Apr 21, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.85
P••••• W••••• P•••••••independent RIARAUM $572Madvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 8.0 to 5.0 (-38.0%) between the annual amendments of 2025-03-28 and 2026-04-21; the peer median change was 0.0% (795 comparable advisers, 1.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $500M to $1B (795)1.4% percentile3.0 robust deviationsconfidence 0.85
C••••••• P•••• W••••• M•••••••••independent RIARAUM $4.8BHNW share shiftChange between filings
HNW share of RAUM moved from 91.0% to 76.0% between the annual amendments of 2025-04-14 and 2026-04-21
filing Apr 21, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.85
M•• G••••• P•••••• M•••••• •••• I•••asset managerRAUM $988MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $1,490,195,249 to $988,216,173 (-34.0%) between the annual amendments of 2025-03-28 and 2026-04-21; the peer median change was +8.0% (672 comparable advisers, 5.0th percentile of changes)
filing Apr 21, 2026peers: asset managers, $500M to $1B (672)5.2% percentile1.8 robust deviationsconfidence 0.85
M•• G••••• P•••••• M•••••• •••• I•••asset managerRAUM $988Memployee count dropChange between filings
employees (Item 5.A) moved from 22.0 to 10.0 (-55.0%) between the annual amendments of 2025-03-28 and 2026-04-21; the peer median change was 0.0% (394 comparable advisers, 1.0th percentile of changes)
filing Apr 21, 2026peers: asset managers, $500M to $1B (394)1.0% percentile4.4 robust deviationsconfidence 0.85
N••• M••••••••• A•••••••• L••asset managerRAUM $353Mprivate 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 2025-03-27 and 2026-04-21; the peer median change was 0.0% (732 comparable advisers, 95.0th percentile of changes)
filing Apr 21, 2026peers: asset managers, $100M to $500M (732)95% percentileconfidence 0.85
P••••••••• L••mixed wealthRAUM $500Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 30.0% to 55.0% between the annual amendments of 2025-03-31 and 2026-04-21
filing Apr 21, 2026peers: independent wealth managers, $500M to $1B (1,482)confidence 0.85
F•••••••• F•••••••• M••••••••• L••independent RIARAUM $468Madvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 6.0 to 9.0 (+50.0%) between the annual amendments of 2025-02-28 and 2026-04-21; the peer median change was 0.0% (965 comparable advisers, 97.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $100M to $500M (965)97% percentile3.0 robust deviationsconfidence 0.85
M•••••• G••••• A••••••• L••independent RIARAUM $71.4Madvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 5.0 to 8.0 (+60.0%) between the annual amendments of 2025-04-01 and 2026-04-21; the peer median change was 0.0% (57 comparable advisers, 96.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, under $100M (57)96% percentile3.0 robust deviationsconfidence 0.85
B••••••• S••••••••• C••••independent RIARAUM $931Madvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 14.0 to 21.0 (+50.0%) between the annual amendments of 2025-03-18 and 2026-04-21; the peer median change was 0.0% (795 comparable advisers, 98.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $500M to $1B (795)98% percentile4.0 robust deviationsconfidence 0.85
S••••• M••••••• C••••••• L•asset managerRAUM $311Mwealth to institutional shiftCombination
filing Apr 21, 2026peers: asset managers, $100M to $500M (1,568)confidence 0.75
H••• C•••••• M•••••••••independent RIARAUM $401MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $203,132,530 to $400,804,452 (+97.0%) between the annual amendments of 2025-03-26 and 2026-04-21; the peer median change was +15.0% (4548 comparable advisers, 99.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $100M to $500M (4,548)99% percentile8.0 robust deviationsconfidence 0.85
E••••••• W••••• M••••••••• L••independent RIARAUM $513Mclient count collapseChange between filings
individual and HNW clients (Item 5.D) moved from 1,188.0 to 326.0 (-73.0%) between the annual amendments of 2025-03-28 and 2026-04-21; the peer median change was +5.0% (1216 comparable advisers, 0.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $500M to $1B (1,216)0.3% percentile10.4 robust deviationsconfidence 0.85
C••••••• P•••• W••••• M•••••••••independent RIARAUM $4.8Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 1,182.0 to 2,175.0 (+84.0%) between the annual amendments of 2025-04-14 and 2026-04-21; the peer median change was +5.0% (1131 comparable advisers, 98.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $1B to $5B (1,131)98% percentile11.1 robust deviationsconfidence 0.85
S••••• M••••••• C••••••• L•asset managerRAUM $311MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $1,603,113,398 to $310,906,528 (-81.0%) between the annual amendments of 2025-03-28 and 2026-04-21; the peer median change was +4.0% (1145 comparable advisers, 1.0th percentile of changes)
filing Apr 21, 2026peers: asset managers, $100M to $500M (1,145)1.0% percentile3.5 robust deviationsconfidence 0.85
E••••••• W••••• M••••••••• L••independent RIARAUM $513Mclients 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 $438,067,982 to $513,429,017, advisors 5 to 0, private clients 1188 to 326, offices 2 to 2 (2025-03-28 to 2026-04-21)
filing Apr 21, 2026peers: independent wealth managers, $500M to $1B (1,482)confidence 0.75
P••••••••• P•••••••• A•••••••••BD affiliatedRAUM $685Bwealth RIA private fund surgeCombination
a wealth manager (private-client share at least 50 percent) whose private fund count grew by three or more and 50 percent or more. RAUM $574,020,820,789 to $684,777,137,029, advisors 6 to 6, private clients 192384 to 229927, offices 5 to 5 (2025-04-09 to 2026-04-21)
filing Apr 21, 2026peers: affiliated wealth managers, $20B and over (50)confidence 0.75
M•• G••••• P•••••• M•••••• •••• I•••asset managerRAUM $988Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 54.0% to 86.0% between the annual amendments of 2025-03-28 and 2026-04-21
filing Apr 21, 2026peers: asset managers, $500M to $1B (784)confidence 0.85
S•••••• W••••• P•••••••• L••BD affiliatedRAUM $19BHNW share shiftChange between filings
HNW share of RAUM moved from 34.0% to 64.0% between the annual amendments of 2025-02-21 and 2026-04-21
filing Apr 21, 2026peers: affiliated wealth managers, $5B to $20B (53)confidence 0.85
B••••••• S••••••••• C••••independent RIARAUM $931Moffice count dropChange between filings
offices other than the principal office (Item 1.F.5) moved from 5.0 to 2.0 (-60.0%) between the annual amendments of 2025-03-18 and 2026-04-21; the peer median change was 0.0% (233 comparable advisers, 2.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $500M to $1B (233)1.7% percentile5.1 robust deviationsconfidence 0.85
P••••••••• P•••••••• A•••••••••BD affiliatedRAUM $685Bhigh institutional concentrationStatic outlier
institutional share of RAUM of 27% against a peer median of 3% (50 comparable advisers, 100.0th percentile, 7.2 robust deviations)
filing Apr 21, 2026peers: affiliated wealth managers, $20B and over (50)100% percentile7.2 robust deviationsconfidence 0.7
S••••• M••••••• C••••••• L•asset managerRAUM $311Maccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 676.0 to 7.0 (-99.0%) between the annual amendments of 2025-03-28 and 2026-04-21; the peer median change was +4.0% (21 comparable advisers, 10.0th percentile of changes)
filing Apr 21, 2026peers: asset managers, $100M to $500M (21)10% percentile5.4 robust deviationsconfidence 0.85
C••••••• P•••• W••••• M•••••••••independent RIARAUM $4.8Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 4,840.0 to 8,857.0 (+83.0%) between the annual amendments of 2025-04-14 and 2026-04-21; the peer median change was +6.0% (1205 comparable advisers, 95.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $1B to $5B (1,205)95% percentile9.1 robust deviationsconfidence 0.85
S•••••• W••••• P•••••••• L••BD affiliatedRAUM $19Boffice count surgeChange between filings
offices other than the principal office (Item 1.F.5) moved from 101.0 to 170.0 (+68.0%) between the annual amendments of 2025-02-21 and 2026-04-21; the peer median change was 0.0% (51 comparable advisers, 98.0th percentile of changes)
filing Apr 21, 2026peers: affiliated wealth managers, $5B to $20B (51)98% percentile15.2 robust deviationsconfidence 0.85
C••••• P••••••• R••••••••• P••• C•••••••••institutionalRAUM $40Boffice count surgeChange between filings
offices other than the principal office (Item 1.F.5) moved from 19.0 to 33.0 (+74.0%) between the annual amendments of 2025-03-31 and 2026-04-21; the peer median change was 0.0% (38 comparable advisers, 92.0th percentile of changes)
filing Apr 21, 2026peers: institutional managers, $20B and over (38)92% percentileconfidence 0.85
P••••••••• P•••••••• A•••••••••BD affiliatedRAUM $685Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 8.0 to 12.0 (+50.0%) between the annual amendments of 2025-04-09 and 2026-04-21; the peer median change was 0.0% (7 comparable advisers, 100.0th percentile of changes)
filing Apr 21, 2026peers: affiliated wealth managers, $20B and over (7)100% percentile6.7 robust deviationsconfidence 0.85
A••••• W•••• C•••••• I••••••••• L••asset managerRAUM $181MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $364,068,932 to $180,610,000 (-50.0%) between the annual amendments of 2025-03-31 and 2026-04-21; the peer median change was +4.0% (1145 comparable advisers, 3.0th percentile of changes)
filing Apr 21, 2026peers: asset managers, $100M to $500M (1,145)3.1% percentile2.3 robust deviationsconfidence 0.85
C••••••• P•••• W••••• M•••••••••independent RIARAUM $4.8Badvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 18.0 to 6.0 (-67.0%) between the annual amendments of 2025-04-14 and 2026-04-21; the peer median change was 0.0% (998 comparable advisers, 1.0th percentile of changes)
filing Apr 21, 2026peers: independent wealth managers, $1B to $5B (998)0.6% percentile5.4 robust deviationsconfidence 0.85
U•• W••••• M••••••••• R•• L••mixed wealthRAUM $103Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 56% against a peer median of 0% (5679 comparable advisers, 99.0th percentile, 18.8 robust deviations)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)99% percentile18.8 robust deviationsconfidence 0.8
P••• W••••• A•••••••• I•••independent RIARAUM $221Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (5679 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)0.0% percentile33.7 robust deviationsconfidence 0.8
I••••••••• P•••••• W••••• M••••••••• I•••mixed wealthRAUM $367MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $118,258,916 to $367,006,766 (+210.0%) between the annual amendments of 2025-03-24 and 2026-04-20; the peer median change was +15.0% (4548 comparable advisers, 100.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (4,548)100% percentile19.1 robust deviationsconfidence 0.85
T••••• C•••• W••••• A•••••••• L••independent RIARAUM $2.8BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $1,333,873,097 to $2,757,918,120 (+107.0%) between the annual amendments of 2025-03-26 and 2026-04-20; the peer median change was +17.0% (1297 comparable advisers, 98.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (1,297)98% percentile9.2 robust deviationsconfidence 0.85

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8,370 anomalies match.

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