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.

MOTLEY FOOL WEALTH MANAGEMENT, LLCindependent RIARAUM $1.6Boffice count surgeChange between filings
offices other than the principal office (Item 1.F.5) moved from 6.0 to 12.0 (+100.0%) between the annual amendments of 2025-02-12 and 2026-04-20; the peer median change was 0.0% (379 comparable advisers, 97.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (379)97% percentile9.4 robust deviationsconfidence 0.85
WALL CAPITAL GROUP, INC.mixed wealthRAUM $295Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 96.0% to 45.0% between the annual amendments of 2025-03-24 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.85
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.mixed wealthRAUM $367Mclient mix shiftChange between filings
private-client share of RAUM moved from 96.0% to 40.0% between the annual amendments of 2025-03-24 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.85
W••• C•••••• G••••• I•••mixed wealthRAUM $295Mclient mix shiftChange between filings
private-client share of RAUM moved from 96.0% to 48.0% between the annual amendments of 2025-03-24 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.85
W••• C•••••• G••••• I•••mixed wealthRAUM $295Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 4.0% to 52.0% between the annual amendments of 2025-03-24 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.85
A•••• W••••• M••••••••• L••independent RIARAUM $4.2Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 665.0 to 1,592.0 (+139.0%) between the annual amendments of 2025-04-21 and 2026-04-20; the peer median change was +5.0% (1131 comparable advisers, 99.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (1,131)99% percentile18.8 robust deviationsconfidence 0.85
C••••••• F•••••••• P•••••••independent RIARAUM $1.7BHNW share shiftChange between filings
HNW share of RAUM moved from 3.0% to 92.0% between the annual amendments of 2025-04-01 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.85
E•••••••• M••• A•••• M••••••••• L••independent RIARAUM $985Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 4,025.0 to 8,361.0 (+108.0%) between the annual amendments of 2025-04-29 and 2026-04-20; the peer median change was +6.0% (1256 comparable advisers, 97.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $500M to $1B (1,256)97% percentile12.5 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
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
A•••• W••••• M••••••••• L••independent RIARAUM $4.2Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 2,269.0 to 5,258.0 (+132.0%) between the annual amendments of 2025-04-21 and 2026-04-20; the peer median change was +6.0% (1205 comparable advisers, 97.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (1,205)97% percentile14.9 robust deviationsconfidence 0.85
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
D•• I••••••••• H••• K••• L••••••asset managerRAUM $5.1BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $2,407,874,328 to $5,103,535,600 (+112.0%) between the annual amendments of 2025-04-30 and 2026-04-20; the peer median change was +13.0% (632 comparable advisers, 97.0th percentile of changes)
filing Apr 20, 2026peers: asset managers, $5B to $20B (632)97% percentile4.7 robust deviationsconfidence 0.85
J•••••••• • C••••••• I•••independent RIARAUM $1.0Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 611.0 to 1,323.0 (+117.0%) between the annual amendments of 2025-02-10 and 2026-04-20; the peer median change was +6.0% (1205 comparable advisers, 96.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (1,205)96% percentile13.1 robust deviationsconfidence 0.85
W••• C•••••• G••••• I•••mixed wealthRAUM $295Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 51% against a peer median of 0% (5679 comparable advisers, 99.0th percentile, 17.1 robust deviations)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)99% percentile17.1 robust deviationsconfidence 0.8
W••• C•••••• G••••• I•••mixed wealthRAUM $295MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $107,549,169 to $294,661,243 (+174.0%) 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% percentile15.5 robust deviationsconfidence 0.85
T•• A••••••••• L•••asset managerRAUM $3.7Blow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (1505 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Apr 20, 2026peers: asset managers, $1B to $5B (1,505)0.0% percentile33.7 robust deviationsconfidence 0.8
W••••• A••••••• N••••••• I•••independent RIARAUM $300Madvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 12.0 to 8.0 (-33.0%) between the annual amendments of 2025-01-22 and 2026-04-20; the peer median change was 0.0% (965 comparable advisers, 4.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (965)4.1% percentile2.0 robust deviationsconfidence 0.85
C••••• I••••• W•••••independent RIARAUM $117Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 95.0% to 71.0% between the annual amendments of 2025-03-13 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.85
W••••• A••••••• N••••••• I•••independent RIARAUM $300Memployee count dropChange between filings
employees (Item 5.A) moved from 12.0 to 8.0 (-33.0%) between the annual amendments of 2025-01-22 and 2026-04-20; the peer median change was 0.0% (506 comparable advisers, 5.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (506)5.0% percentile2.5 robust deviationsconfidence 0.85
W••• C•••••• G••••• I•••mixed wealthRAUM $295MHNW share shiftChange between filings
HNW share of RAUM moved from 36.0% to 17.0% between the annual amendments of 2025-03-24 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.85
F••••••• F•••••••• S••••••••• L••independent RIARAUM $4.1BHNW share shiftChange between filings
HNW share of RAUM moved from 34.0% to 51.0% between the annual amendments of 2025-04-22 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.85
V•••••• A•• C•••••• S••••••••• I•••independent RIARAUM $219MHNW share shiftChange between filings
HNW share of RAUM moved from 64.0% to 82.0% between the annual amendments of 2025-02-18 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.85
M••••• R••••• A•••••••• L••asset managerRAUM $99.3MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $67,947,679 to $99,316,639 (+46.0%) between the annual amendments of 2025-04-29 and 2026-04-20; the peer median change was -12.0% (97 comparable advisers, 98.0th percentile of changes)
filing Apr 20, 2026peers: asset managers, under $100M (97)98% percentile1.7 robust deviationsconfidence 0.85
L•••••• F••••••••independent RIARAUM $82.7MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $59,927,014 to $82,712,067 (+38.0%) between the annual amendments of 2025-03-27 and 2026-04-20; the peer median change was +8.0% (219 comparable advisers, 96.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, under $100M (219)96% percentile1.8 robust deviationsconfidence 0.85
M••••• F••• W••••• M••••••••• L••independent RIARAUM $1.6BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $2,179,069,480 to $1,595,324,821 (-27.0%) between the annual amendments of 2025-02-12 and 2026-04-20; the peer median change was +17.0% (1297 comparable advisers, 1.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (1,297)0.6% percentile4.5 robust deviationsconfidence 0.85
D•• I••••••••• H••• K••• L••••••asset managerRAUM $5.1Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 24.0% to 8.0% between the annual amendments of 2025-04-30 and 2026-04-20
filing Apr 20, 2026peers: asset managers, $5B to $20B (685)confidence 0.85
I••••••••• P•••••• W••••• M••••••••• I•••mixed wealthRAUM $367Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 0.0% to 22.0% between the annual amendments of 2025-03-24 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.85
K••••• M••••••••• C••• L•••••asset managerRAUM $6.5BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $9,436,934,450 to $6,534,834,785 (-31.0%) between the annual amendments of 2025-03-07 and 2026-04-20; the peer median change was +13.0% (632 comparable advisers, 2.0th percentile of changes)
filing Apr 20, 2026peers: asset managers, $5B to $20B (632)2.2% percentile2.0 robust deviationsconfidence 0.85
X• A••••••• U•• I•••otherRAUM $792MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $1,563,934,974 to $792,319,508 (-49.0%) between the annual amendments of 2025-03-19 and 2026-04-20; the peer median change was +12.0% (87 comparable advisers, 2.0th percentile of changes)
filing Apr 20, 2026peers: other advisers, $500M to $1B (87)2.3% percentile2.2 robust deviationsconfidence 0.85
O•• P••• F••••••independent RIARAUM $714Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 50.0% to 67.0% between the annual amendments of 2025-03-18 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $500M to $1B (1,482)confidence 0.85
I••••••••• P•••••• W••••• M••••••••• I•••mixed wealthRAUM $367Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 100.0% to 78.0% between the annual amendments of 2025-03-24 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.85
A••••••• W••••• M••••••••• L••independent RIARAUM $1.5BRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $1,016,538,348 to $1,460,270,243 (+44.0%) between the annual amendments of 2025-03-12 and 2026-04-20; the peer median change was +17.0% (1297 comparable advisers, 91.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (1,297)91% percentile2.7 robust deviationsconfidence 0.85
E•••••••• M••• A•••• M••••••••• L••independent RIARAUM $985MHNW share shiftChange between filings
HNW share of RAUM moved from 28.0% to 48.0% between the annual amendments of 2025-04-29 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $500M to $1B (1,482)confidence 0.85
L••••••• I••••••••• M••••••••• L••asset managerRAUM $13BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $7,497,461,165 to $12,707,822,976 (+69.0%) between the annual amendments of 2025-03-25 and 2026-04-20; the peer median change was +13.0% (632 comparable advisers, 90.0th percentile of changes)
filing Apr 20, 2026peers: asset managers, $5B to $20B (632)90% percentile2.7 robust deviationsconfidence 0.85
E••••••• F•••••••• G••••independent RIARAUM $532Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 1,045.0 to 1,866.0 (+79.0%) between the annual amendments of 2025-03-20 and 2026-04-20; the peer median change was +6.0% (1256 comparable advisers, 97.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $500M to $1B (1,256)97% percentile9.0 robust deviationsconfidence 0.85
A•••• W••••• M••••••••• L••independent RIARAUM $4.2Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 41.0% to 8.0% between the annual amendments of 2025-04-21 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.85
C••••• R•••••••• M•••••• L••otherRAUM $2.3Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 162.0 to 243.0 (+50.0%) between the annual amendments of 2025-04-22 and 2026-04-20; the peer median change was 0.0% (37 comparable advisers, 92.0th percentile of changes)
filing Apr 20, 2026peers: other advisers, $1B to $5B (37)92% percentile3.7 robust deviationsconfidence 0.85
D•• A••••••••• G••••• L••••••asset managerRAUM $25Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 4.0 to 7.0 (+75.0%) between the annual amendments of 2025-04-30 and 2026-04-20; the peer median change was +5.0% (318 comparable advisers, 97.0th percentile of changes)
filing Apr 20, 2026peers: asset managers, $20B and over (318)97% percentile6.1 robust deviationsconfidence 0.85
E••••••• F•••••••• G••••independent RIARAUM $532Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 409.0 to 690.0 (+69.0%) between the annual amendments of 2025-03-20 and 2026-04-20; the peer median change was +5.0% (1216 comparable advisers, 98.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $500M to $1B (1,216)98% percentile8.7 robust deviationsconfidence 0.85
T••• I••••••••• M••••••••• I•••independent RIARAUM $148Mclient count collapseChange between filings
individual and HNW clients (Item 5.D) moved from 1,409.0 to 523.0 (-63.0%) between the annual amendments of 2025-03-31 and 2026-04-20; the peer median change was +3.0% (3309 comparable advisers, 1.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (3,309)0.8% percentile7.8 robust deviationsconfidence 0.85
A•••• W••••• M••••••••• L••independent RIARAUM $4.2Bclient mix shiftChange between filings
private-client share of RAUM moved from 59.0% to 92.0% between the annual amendments of 2025-04-21 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.85
A•••• W••••• M••••••••• L••independent RIARAUM $4.2Binstitutional to wealth shiftCombination
institutional share fell 15 points or more while private-client share rose 15 points or more. RAUM $2,635,136,991 to $4,154,843,929, advisors 24 to 34, private clients 665 to 1592, offices 13 to 10 (2025-04-21 to 2026-04-20)
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (1,362)confidence 0.75
E•••••••• M••• A•••• M••••••••• L••independent RIARAUM $985MRAUM up clients flatCombination
RAUM grew 50 percent or more while private clients stayed within 5 percent: existing clients grew, a few large clients arrived, or a reporting change. RAUM $581,910,000 to $984,886,079, advisors 76 to 85, private clients 4042 to 4008, offices 11 to 15 (2025-04-29 to 2026-04-20)
filing Apr 20, 2026peers: independent wealth managers, $500M to $1B (1,482)confidence 0.75
E•••••••• M••• A•••• M••••••••• L••independent RIARAUM $985MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $581,910,000 to $984,886,079 (+69.0%) between the annual amendments of 2025-04-29 and 2026-04-20; the peer median change was +16.0% (1385 comparable advisers, 96.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $500M to $1B (1,385)96% percentile5.7 robust deviationsconfidence 0.85
X• A••••••• U•• I•••otherRAUM $792Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 61.0% to 91.0% between the annual amendments of 2025-03-19 and 2026-04-20
filing Apr 20, 2026peers: other advisers, $500M to $1B (95)confidence 0.85
T••••• C•••• W••••• A•••••••• L••independent RIARAUM $2.8Bprivate 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 2025-03-26 and 2026-04-20; the peer median change was 0.0% (126 comparable advisers, 92.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (126)92% percentileconfidence 0.85
X• A••••••• U•• I•••otherRAUM $792Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 65.0% to 31.0% between the annual amendments of 2025-03-19 and 2026-04-20
filing Apr 20, 2026peers: other advisers, $500M to $1B (95)confidence 0.85
W••• C•••••• G••••• I•••mixed wealthRAUM $295Munusually high clients per advisorStatic outlier
private clients per advisor of 264.7 against a peer median of 57.3 (3079 comparable advisers, 99.0th percentile, 5.9 robust deviations)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (3,079)99% percentile5.9 robust deviationsconfidence 0.8
M••••••••• W••••• M••••••••• L••independent RIARAUM $110MHNW share shiftChange between filings
HNW share of RAUM moved from 61.0% to 28.0% between the annual amendments of 2025-02-20 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.85
A•••• W••••• M••••••••• L••independent RIARAUM $4.2BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $2,635,136,991 to $4,154,843,929 (+58.0%) between the annual amendments of 2025-04-21 and 2026-04-20; the peer median change was +17.0% (1297 comparable advisers, 94.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $1B to $5B (1,297)94% percentile4.2 robust deviationsconfidence 0.85
I••••••••• P•••••• W••••• M••••••••• I•••mixed wealthRAUM $367Moffice count surgeChange between filings
offices other than the principal office (Item 1.F.5) moved from 4.0 to 6.0 (+50.0%) between the annual amendments of 2025-03-24 and 2026-04-20; the peer median change was 0.0% (450 comparable advisers, 96.0th percentile of changes)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (450)96% percentileconfidence 0.85
M••••• R••••• A•••••••• L••asset managerRAUM $99.3Mprivate 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 2025-04-29 and 2026-04-20; the peer median change was 0.0% (70 comparable advisers, 96.0th percentile of changes)
filing Apr 20, 2026peers: asset managers, under $100M (70)96% percentileconfidence 0.85
C••••• I••••• W•••••independent RIARAUM $117MHNW share shiftChange between filings
HNW share of RAUM moved from 94.0% to 65.0% between the annual amendments of 2025-03-13 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.85
A•••• P•••••• W••••• L••independent RIARAUM $420Munusually large average HNW clientStatic outlier
HNW RAUM per HNW client of $11,223,835 against a peer median of $2,402,920 (4942 comparable advisers, 100.0th percentile, 5.9 robust deviations)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (4,942)100% percentile5.9 robust deviationsconfidence 0.8
I••••••••• P•••••• W••••• M••••••••• I•••mixed wealthRAUM $367MRAUM up clients flatCombination
RAUM grew 50 percent or more while private clients stayed within 5 percent: existing clients grew, a few large clients arrived, or a reporting change. RAUM $118,258,916 to $367,006,766, advisors 7 to 7, private clients 379 to 391, offices 4 to 6 (2025-03-24 to 2026-04-20)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.75
W••• C•••••• G••••• I•••mixed wealthRAUM $295Mwealth to institutional shiftCombination
private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $107,549,169 to $294,661,243, advisors 2 to 3, private clients 579 to 794, offices 0 to 0 (2025-03-24 to 2026-04-20)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.75
B••••••• C•••••• A•••••••independent RIARAUM $265Mclients 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 $285,196,781 to $265,385,563, advisors 1 to 1, private clients 259 to 184, offices 0 to 0 (2025-04-28 to 2026-04-20)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.75
T••• I••••••••• M••••••••• I•••independent RIARAUM $148Mclients 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 $133,271,675 to $147,702,966, advisors 2 to 2, private clients 1409 to 523, offices 0 to 0 (2025-03-31 to 2026-04-20)
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.75
V•••••• A•• C•••••• S••••••••• I•••independent RIARAUM $219Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 64.0% to 99.0% between the annual amendments of 2025-02-18 and 2026-04-20
filing Apr 20, 2026peers: independent wealth managers, $100M to $500M (5,679)confidence 0.85

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8,370 anomalies match.

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