What stands out against comparable advisers

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8,320 anomalies

RFG ADVISORY, LLCindependent RIARAUM $8.0Bclient mix shiftChange between filings
private-client share of RAUM moved from 97.0% to 67.0% between the annual amendments of 2025-04-21 and 2026-04-15
filing Apr 15, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.85
PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANYindependent RIARAUM $87.5Memployee count dropChange between filings
employees (Item 5.A) moved from 12.0 to 5.0 (-58.0%) between the annual amendments of 2025-03-31 and 2026-04-15; the peer median change was 0.0% (56 comparable advisers, 4.0th percentile of changes)
filing Apr 15, 2026peers: independent wealth managers, under $100M (56)3.6% percentile3.7 robust deviationsconfidence 0.85
RUSHMONT CAPITAL MANAGEMENTotherRAUM $144MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $58,287,567 to $143,916,878 (+147.0%) between the annual amendments of 2025-01-22 and 2026-04-14; the peer median change was +8.0% (161 comparable advisers, 98.0th percentile of changes)
filing Apr 14, 2026peers: other advisers, $100M to $500M (161)98% percentile8.2 robust deviationsconfidence 0.85
S•••• I••••••••• M••••••••• I••independent RIARAUM $256Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (5683 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (5,683)0.0% percentile33.7 robust deviationsconfidence 0.8
D•••• A•••• C•••••••••independent RIARAUM $187MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $91,091,678 to $186,877,957 (+105.0%) between the annual amendments of 2025-03-04 and 2026-04-14; the peer median change was +15.0% (4546 comparable advisers, 99.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (4,546)99% percentile8.8 robust deviationsconfidence 0.85
T•••• M••••••••• S•••••••• I•••independent RIARAUM $121Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (5683 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (5,683)0.0% percentile33.7 robust deviationsconfidence 0.8
A•••••• A•••••••• L••asset managerRAUM $343Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (1568 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Apr 14, 2026peers: asset managers, $100M to $500M (1,568)0.0% percentile33.7 robust deviationsconfidence 0.8
H•••••• F•••••••• G••••independent RIARAUM $427Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 655.0 to 2,091.0 (+219.0%) between the annual amendments of 2025-02-03 and 2026-04-14; the peer median change was +5.0% (3683 comparable advisers, 99.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (3,683)99% percentile24.3 robust deviationsconfidence 0.85
C•• A•••••••• L••mixed wealthRAUM $445Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 46% against a peer median of 0% (5683 comparable advisers, 99.0th percentile, 15.5 robust deviations)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (5,683)99% percentile15.5 robust deviationsconfidence 0.8
F•••• C••••••• A•••• M••••••••• I••BD affiliatedRAUM $465Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 409.0 to 1,274.0 (+211.0%) between the annual amendments of 2025-03-31 and 2026-04-14; the peer median change was +6.0% (20 comparable advisers, 100.0th percentile of changes)
filing Apr 14, 2026peers: affiliated wealth managers (20)100% percentile4.2 robust deviationsconfidence 0.85
F•••••••• F•••••••• A•••••••independent RIARAUM $1.3Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 2,035.0 to 8,246.0 (+305.0%) between the annual amendments of 2025-03-26 and 2026-04-14; the peer median change was +6.0% (1206 comparable advisers, 99.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $1B to $5B (1,206)99% percentile35.5 robust deviationsconfidence 0.85
A•••••••• C•••••• L••independent RIARAUM $13Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 4,177.0 to 11,152.0 (+167.0%) between the annual amendments of 2025-03-29 and 2026-04-14; the peer median change was +8.0% (253 comparable advisers, 98.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $5B to $20B (253)98% percentile12.2 robust deviationsconfidence 0.85
A•••••••• C•••••• L••independent RIARAUM $13Badvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 26.0 to 57.0 (+119.0%) between the annual amendments of 2025-03-29 and 2026-04-14; the peer median change was +6.0% (220 comparable advisers, 99.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $5B to $20B (220)99% percentile9.4 robust deviationsconfidence 0.85
F•••• C••••••• A•••• M••••••••• I••BD affiliatedRAUM $465Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 396.0 to 1,246.0 (+215.0%) between the annual amendments of 2025-03-31 and 2026-04-14; the peer median change was +9.0% (19 comparable advisers, 100.0th percentile of changes)
filing Apr 14, 2026peers: affiliated wealth managers (19)100% percentile7.2 robust deviationsconfidence 0.85
A•••••••• C•••••• L••independent RIARAUM $13Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 1,424.0 to 3,328.0 (+134.0%) between the annual amendments of 2025-03-29 and 2026-04-14; the peer median change was +6.0% (224 comparable advisers, 98.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $5B to $20B (224)98% percentile11.0 robust deviationsconfidence 0.85
F•••• C••••••• A•••• M••••••••• I••BD affiliatedRAUM $465Mclient mix shiftChange between filings
private-client share of RAUM moved from 41.0% to 82.0% between the annual amendments of 2025-03-31 and 2026-04-14
filing Apr 14, 2026peers: affiliated wealth managers (187)confidence 0.85
A•••••••• C•••••• L••independent RIARAUM $13Bemployee count surgeChange between filings
employees (Item 5.A) moved from 52.0 to 111.0 (+113.0%) between the annual amendments of 2025-03-29 and 2026-04-14; the peer median change was +5.0% (264 comparable advisers, 100.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $5B to $20B (264)100% percentile10.3 robust deviationsconfidence 0.85
F•••• C••••••• A•••• M••••••••• I••BD affiliatedRAUM $465Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 59.0% to 18.0% between the annual amendments of 2025-03-31 and 2026-04-14
filing Apr 14, 2026peers: affiliated wealth managers (187)confidence 0.85
R••••••• C•••••• M•••••••••otherRAUM $144Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 82.0% to 0.0% between the annual amendments of 2025-01-22 and 2026-04-14
filing Apr 14, 2026peers: other advisers, $100M to $500M (212)confidence 0.85
F•••••••• F•••••••• A•••••••independent RIARAUM $1.3Boffice count surgeChange between filings
offices other than the principal office (Item 1.F.5) moved from 5.0 to 13.0 (+160.0%) between the annual amendments of 2025-03-26 and 2026-04-14; the peer median change was 0.0% (379 comparable advisers, 99.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $1B to $5B (379)99% percentile15.1 robust deviationsconfidence 0.85
A•••••••• C•••••• L••independent RIARAUM $13Boffice count surgeChange between filings
offices other than the principal office (Item 1.F.5) moved from 7.0 to 24.0 (+243.0%) between the annual amendments of 2025-03-29 and 2026-04-14; the peer median change was 0.0% (142 comparable advisers, 100.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $5B to $20B (142)100% percentile15.6 robust deviationsconfidence 0.85
F•••• C••••••• A•••• M••••••••• I••BD affiliatedRAUM $465MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $167,013,742 to $465,065,299 (+178.0%) between the annual amendments of 2025-03-31 and 2026-04-14; the peer median change was +17.0% (23 comparable advisers, 100.0th percentile of changes)
filing Apr 14, 2026peers: affiliated wealth managers (23)100% percentile5.3 robust deviationsconfidence 0.85
A•••••••• C•••••• L••independent RIARAUM $13BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $3,003,212,570 to $9,028,614,790 (+201.0%) between the annual amendments of 2025-03-29 and 2026-04-14; the peer median change was +18.0% (271 comparable advisers, 99.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $5B to $20B (271)99% percentile12.1 robust deviationsconfidence 0.85
A••••independent RIARAUM $154Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 100.0% to 26.0% between the annual amendments of 2025-03-26 and 2026-04-14
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
F••••••• C••••••••• M••••••••• I• L••asset managerRAUM $140MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $193,223,290 to $139,819,172 (-28.0%) between the annual amendments of 2025-03-31 and 2026-04-14; the peer median change was +4.0% (1140 comparable advisers, 9.0th percentile of changes)
filing Apr 14, 2026peers: asset managers, $100M to $500M (1,140)9.4% percentile1.3 robust deviationsconfidence 0.85
E••••••• L••independent RIARAUM $566MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $396,653,120 to $566,026,178 (+43.0%) between the annual amendments of 2025-04-29 and 2026-04-14; the peer median change was +16.0% (1382 comparable advisers, 92.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $500M to $1B (1,382)92% percentile2.8 robust deviationsconfidence 0.85
H•••••• F•••••••• G••••independent RIARAUM $427MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $305,336,158 to $426,724,964 (+40.0%) between the annual amendments of 2025-02-03 and 2026-04-14; the peer median change was +15.0% (4546 comparable advisers, 93.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (4,546)93% percentile2.4 robust deviationsconfidence 0.85
S•••• I••••••••• M••••••••• I••independent RIARAUM $256MHNW share shiftChange between filings
HNW share of RAUM moved from 76.0% to 60.0% between the annual amendments of 2025-03-28 and 2026-04-14
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
E••••••• L••independent RIARAUM $566Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 76.0% to 96.0% between the annual amendments of 2025-04-29 and 2026-04-14
filing Apr 14, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85
T••• P•••• W••••• A•••••••independent RIARAUM $585MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $410,400,224 to $584,788,678 (+42.0%) between the annual amendments of 2025-03-26 and 2026-04-14; the peer median change was +16.0% (1382 comparable advisers, 92.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $500M to $1B (1,382)92% percentile2.8 robust deviationsconfidence 0.85
K••••• A••••••• G•••• I•••independent RIARAUM $288MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $201,509,044 to $288,157,525 (+43.0%) between the annual amendments of 2025-03-14 and 2026-04-14; the peer median change was +15.0% (4546 comparable advisers, 94.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (4,546)94% percentile2.7 robust deviationsconfidence 0.85
F•••• C••••••• A•••• M••••••••• I••BD affiliatedRAUM $465MHNW share shiftChange between filings
HNW share of RAUM moved from 3.0% to 20.0% between the annual amendments of 2025-03-31 and 2026-04-14
filing Apr 14, 2026peers: affiliated wealth managers (187)confidence 0.85
N•••••••• B••••• C••••• U••mixed wealthRAUM $12Bclient mix shiftChange between filings
private-client share of RAUM moved from 21.0% to 39.0% between the annual amendments of 2025-03-31 and 2026-04-14
filing Apr 14, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.85
H••••• • A••••••••• F•••••••• G•••• I•••independent RIARAUM $202Madvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 5.0 to 3.0 (-40.0%) between the annual amendments of 2025-03-10 and 2026-04-14; the peer median change was 0.0% (965 comparable advisers, 3.0th percentile of changes); IAPD lists 4 advisers registered here today
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (965)2.6% percentile2.4 robust deviationsconfidence 0.85
N•••••••• B••••• C••••• U••mixed wealthRAUM $12BHNW share shiftChange between filings
HNW share of RAUM moved from 17.0% to 33.0% between the annual amendments of 2025-03-31 and 2026-04-14
filing Apr 14, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.85
I•••••• W••••• M••••••••• I•••independent RIARAUM $174MHNW share shiftChange between filings
HNW share of RAUM moved from 65.0% to 46.0% between the annual amendments of 2025-04-11 and 2026-04-14
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
H•••••• F•••••••• G••••independent RIARAUM $427Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 100.0% to 81.0% between the annual amendments of 2025-02-03 and 2026-04-14
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
H•••••• F•••••••• G••••independent RIARAUM $427Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 395.0 to 667.0 (+69.0%) between the annual amendments of 2025-02-03 and 2026-04-14; the peer median change was +3.0% (3308 comparable advisers, 98.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (3,308)98% percentile7.7 robust deviationsconfidence 0.85
O•••••• A••••••• L••independent RIARAUM $283MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $179,250,901 to $282,764,728 (+58.0%) between the annual amendments of 2025-03-28 and 2026-04-14; the peer median change was +15.0% (4546 comparable advisers, 97.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (4,546)97% percentile4.2 robust deviationsconfidence 0.85
R••• F•••••••• P•••••••independent RIARAUM $2.1Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 2,597.0 to 4,110.0 (+58.0%) between the annual amendments of 2025-04-08 and 2026-04-14; the peer median change was +6.0% (1206 comparable advisers, 93.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $1B to $5B (1,206)93% percentile6.2 robust deviationsconfidence 0.85
S•• W••••• M•••••••••independent RIARAUM $760Memployee count surgeChange between filings
employees (Item 5.A) moved from 11.0 to 19.0 (+73.0%) between the annual amendments of 2025-03-11 and 2026-04-14; the peer median change was 0.0% (593 comparable advisers, 99.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $500M to $1B (593)99% percentile6.4 robust deviationsconfidence 0.85
S••••• F•••••••• W•••••• W••• P••••• Y•• T••••independent RIARAUM $185MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $122,131,914 to $184,673,370 (+51.0%) between the annual amendments of 2025-03-04 and 2026-04-14; the peer median change was +15.0% (4546 comparable advisers, 96.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (4,546)96% percentile3.5 robust deviationsconfidence 0.85
A•••••••• C•••••• L••independent RIARAUM $13Bgrowth on all axesCombination
RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $3,003,212,570 to $9,028,614,790, advisors 26 to 57, private clients 1424 to 3328, offices 7 to 24 (2025-03-29 to 2026-04-14)
filing Apr 14, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.75
D•••• A•••• C•••••••••independent RIARAUM $187Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 233.0 to 441.0 (+89.0%) between the annual amendments of 2025-03-04 and 2026-04-14; the peer median change was +5.0% (3683 comparable advisers, 97.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (3,683)97% percentile9.6 robust deviationsconfidence 0.85
F•••• C••••••• A•••• M••••••••• I••BD affiliatedRAUM $465Minstitutional to wealth shiftCombination
institutional share fell 15 points or more while private-client share rose 15 points or more. RAUM $167,013,742 to $465,065,299, advisors 53 to 58, private clients 396 to 1246, offices 22 to 23 (2025-03-31 to 2026-04-14)
filing Apr 14, 2026peers: affiliated wealth managers (187)confidence 0.75
A•••••••• C•••••• L••independent RIARAUM $13Bnew owner headcount expandsCombination
A•••••••• COMPANIES LLC joined Schedule A on the filing of 2026-08-28; advisors 26.0 to 57.0 between the annual amendments of 2025-03-29 and 2026-04-14
filing Apr 14, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.75
E••••• A•••• M••••••••• L••independent RIARAUM $140Maccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 359.0 to 146.0 (-59.0%) between the annual amendments of 2024-05-24 and 2026-04-14; the peer median change was +5.0% (3683 comparable advisers, 2.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (3,683)2.2% percentile7.2 robust deviationsconfidence 0.85
R••• F•••••••• P•••••••independent RIARAUM $2.1Bemployee count surgeChange between filings
employees (Item 5.A) moved from 40.0 to 65.0 (+63.0%) between the annual amendments of 2025-04-08 and 2026-04-14; the peer median change was +4.0% (1050 comparable advisers, 97.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $1B to $5B (1,050)97% percentile5.9 robust deviationsconfidence 0.85
N•••••••• B••••• C••••• U••mixed wealthRAUM $12Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 2,033.0 to 3,365.0 (+66.0%) between the annual amendments of 2025-03-31 and 2026-04-14; the peer median change was +8.0% (253 comparable advisers, 92.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $5B to $20B (253)92% percentile4.4 robust deviationsconfidence 0.85
R••• F•••••••• P•••••••independent RIARAUM $2.1Badvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 27.0 to 46.0 (+70.0%) between the annual amendments of 2025-04-08 and 2026-04-14; the peer median change was 0.0% (999 comparable advisers, 98.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $1B to $5B (999)98% percentile5.7 robust deviationsconfidence 0.85
F•••••••• C••••••••• G••••institutionalRAUM $15BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $8,870,425,168 to $14,731,075,301 (+66.0%) between the annual amendments of 2025-04-29 and 2026-04-14; the peer median change was +11.0% (66 comparable advisers, 98.0th percentile of changes)
filing Apr 14, 2026peers: institutional managers, $5B to $20B (66)98% percentile3.5 robust deviationsconfidence 0.85
I•••••• W••••• M••••••••• I•••independent RIARAUM $174MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $109,202,638 to $173,968,647 (+59.0%) between the annual amendments of 2025-04-11 and 2026-04-14; the peer median change was +15.0% (4546 comparable advisers, 97.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (4,546)97% percentile4.3 robust deviationsconfidence 0.85
D•••• A•••• C•••••••••independent RIARAUM $187Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 113.0 to 219.0 (+94.0%) between the annual amendments of 2025-03-04 and 2026-04-14; the peer median change was +3.0% (3308 comparable advisers, 99.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $100M to $500M (3,308)99% percentile10.7 robust deviationsconfidence 0.85
N•••••••• B••••• C••••• U••mixed wealthRAUM $12Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 1,731.0 to 2,892.0 (+67.0%) between the annual amendments of 2025-03-31 and 2026-04-14; the peer median change was +6.0% (224 comparable advisers, 93.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $5B to $20B (224)93% percentile5.3 robust deviationsconfidence 0.85
R••• F•••••••• P•••••••independent RIARAUM $2.1BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $1,106,417,268 to $2,147,774,389 (+94.0%) between the annual amendments of 2025-04-08 and 2026-04-14; the peer median change was +17.0% (1298 comparable advisers, 97.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $1B to $5B (1,298)97% percentile7.9 robust deviationsconfidence 0.85
T•••• B••• C•••••• L••mixed wealthRAUM $5.1Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 11.0 to 17.0 (+55.0%) between the annual amendments of 2025-03-30 and 2026-04-14; the peer median change was 0.0% (71 comparable advisers, 97.0th percentile of changes)
filing Apr 14, 2026peers: independent wealth managers, $5B to $20B (71)97% percentileconfidence 0.85
W••••• • A••••••••• I•••independent RIARAUM $180Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 44% against a peer median of 0% (5683 comparable advisers, 98.0th percentile, 14.8 robust deviations)
filing Apr 13, 2026peers: independent wealth managers, $100M to $500M (5,683)98% percentile14.8 robust deviationsconfidence 0.8
B•••••• C•••••• M••••••••• L••asset managerRAUM $231Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (1568 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Apr 13, 2026peers: asset managers, $100M to $500M (1,568)0.0% percentile33.7 robust deviationsconfidence 0.8
B•• W••••• A•••••••• I•••mixed wealthRAUM $1.1Bhigh institutional concentrationStatic outlier
institutional share of RAUM of 60% against a peer median of 3% (1363 comparable advisers, 98.0th percentile, 14.4 robust deviations)
filing Apr 13, 2026peers: independent wealth managers, $1B to $5B (1,363)98% percentile14.4 robust deviationsconfidence 0.8
A•••• W••••• M••••••••• L••independent RIARAUM $658MHNW share shiftChange between filings
HNW share of RAUM moved from 12.0% to 86.0% between the annual amendments of 2025-02-04 and 2026-04-13
filing Apr 13, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85

The firm and advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.