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8,320 anomalies

INTEGRATED INVESTMENT CONSULTANTS, LLCindependent RIARAUM $1.1BHNW share shiftChange between filings
HNW share of RAUM moved from 85.0% to 67.0% between the annual amendments of 2025-04-16 and 2026-04-01
filing Apr 1, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.85
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MGmixed wealthRAUM $179Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 40.0% to 65.0% between the annual amendments of 2025-03-24 and 2026-04-01
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
INTEGRATED INVESTMENT CONSULTANTS, LLCindependent RIARAUM $1.1Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 7.0% to 30.0% between the annual amendments of 2025-04-16 and 2026-04-01
filing Apr 1, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.85
M•••••••• M••••••••• C•••••• L••otherRAUM $622Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 29.0% to 52.0% between the annual amendments of 2025-03-31 and 2026-04-01
filing Apr 1, 2026peers: other advisers, $500M to $1B (95)confidence 0.85
S••••••• C••••••asset managerRAUM $835Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 30.0% to 12.0% between the annual amendments of 2025-04-28 and 2026-04-01
filing Apr 1, 2026peers: asset managers, $500M to $1B (784)confidence 0.85
B•••••••• I••••••••• I•••otherRAUM $281MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $402,561,729 to $281,468,586 (-30.0%) between the annual amendments of 2025-03-27 and 2026-04-01; the peer median change was +8.0% (161 comparable advisers, 8.0th percentile of changes)
filing Apr 1, 2026peers: other advisers, $100M to $500M (161)7.5% percentile2.3 robust deviationsconfidence 0.85
B•••• F•••••••• S••••••• L••institutionalRAUM $588MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $805,003,601 to $588,153,609 (-27.0%) between the annual amendments of 2025-03-31 and 2026-04-01; the peer median change was +13.0% (63 comparable advisers, 3.0th percentile of changes)
filing Apr 1, 2026peers: institutional managers, $500M to $1B (63)3.2% percentile2.3 robust deviationsconfidence 0.85
P• C•••••• P•••••••• L••asset managerRAUM $824MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $1,260,600,000 to $824,400,000 (-35.0%) between the annual amendments of 2025-03-31 and 2026-04-01; the peer median change was +8.0% (671 comparable advisers, 5.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, $500M to $1B (671)4.6% percentile1.8 robust deviationsconfidence 0.85
M••••• C•••••• I•••asset managerRAUM $512MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $766,083,000 to $512,107,000 (-33.0%) between the annual amendments of 2025-03-17 and 2026-04-01; the peer median change was +8.0% (671 comparable advisers, 5.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, $500M to $1B (671)5.4% percentile1.7 robust deviationsconfidence 0.85
P••••••• I••••••••• A••••••• L••institutionalRAUM $982MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $1,756,695,572 to $914,790,786 (-48.0%) between the annual amendments of 2024-06-26 and 2026-04-01; the peer median change was +13.0% (63 comparable advisers, 0.0th percentile of changes)
filing Apr 1, 2026peers: institutional managers, $500M to $1B (63)0.0% percentile3.5 robust deviationsconfidence 0.85
A•• • C•••••• N•• Y•••• I•••asset managerRAUM $65.8MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $52,030,343 to $65,834,594 (+27.0%) between the annual amendments of 2025-03-27 and 2026-04-01; the peer median change was -12.0% (97 comparable advisers, 95.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, under $100M (97)95% percentile1.2 robust deviationsconfidence 0.85
G••••• K• P•••• A•• W••••• M••••••••• A• D•• O• G••••• K• W••••• M•mixed wealthRAUM $179Mclient mix shiftChange between filings
private-client share of RAUM moved from 60.0% to 35.0% between the annual amendments of 2025-03-24 and 2026-04-01
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
M••••• C•••••• I•••asset managerRAUM $512Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 35.0% to 4.0% between the annual amendments of 2025-03-17 and 2026-04-01
filing Apr 1, 2026peers: asset managers, $500M to $1B (784)confidence 0.85
R•••••• I•••••••••asset managerRAUM $69Baccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 69,312.0 to 6,599.0 (-90.0%) between the annual amendments of 2025-03-28 and 2026-04-01; the peer median change was +3.0% (110 comparable advisers, 1.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, $20B and over (110)0.9% percentile7.0 robust deviationsconfidence 0.85
G•••••• I••••••••• A•••••••• L••otherRAUM $12Badvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 5.0 to 9.0 (+80.0%) between the annual amendments of 2025-03-28 and 2026-04-01; the peer median change was 0.0% (29 comparable advisers, 100.0th percentile of changes)
filing Apr 1, 2026peers: other advisers, $5B to $20B (29)100% percentile7.0 robust deviationsconfidence 0.85
E•••••• W••••• M••••••••• L••independent RIARAUM $352Madvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 8.0 to 15.0 (+88.0%) between the annual amendments of 2025-03-30 and 2026-04-01; the peer median change was 0.0% (965 comparable advisers, 100.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (965)100% percentile5.3 robust deviationsconfidence 0.85
E•••••• W••••• M••••••••• L••independent RIARAUM $352Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 416.0 to 765.0 (+84.0%) between the annual amendments of 2025-03-30 and 2026-04-01; the peer median change was +3.0% (3308 comparable advisers, 99.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (3,308)99% percentile9.5 robust deviationsconfidence 0.85
C••••• I••••••••• A••••••• L••BD affiliatedRAUM $257Bnew owner headcount expandsCombination
C••••• FINANCIAL SPECIALISTS joined Schedule A on the filing of 2026-08-13; advisors 7691.0 to 10240.0 between the annual amendments of 2025-04-09 and 2026-04-01
filing Apr 1, 2026peers: affiliated wealth managers, $20B and over (50)confidence 0.75
S••••• W••••• P•••••••independent RIARAUM $316Madvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 5.0 to 8.0 (+60.0%) between the annual amendments of 2025-04-27 and 2026-04-01; the peer median change was 0.0% (965 comparable advisers, 98.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (965)98% percentile3.6 robust deviationsconfidence 0.85
A•••••••asset managerRAUM $284Mwealth to institutional shiftCombination
private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $240,286,719 to $283,664,860, advisors 8 to 5, private clients 2337 to 0, offices 0 to 0 (2025-03-31 to 2026-04-01)
filing Apr 1, 2026peers: asset managers, $100M to $500M (1,568)confidence 0.75
S•••••• A•••• M••••••••• L••independent RIARAUM $1.1Bclient count collapseChange between filings
individual and HNW clients (Item 5.D) moved from 640.0 to 314.0 (-51.0%) between the annual amendments of 2025-03-27 and 2026-04-01; the peer median change was +5.0% (1132 comparable advisers, 1.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $1B to $5B (1,132)1.0% percentile7.7 robust deviationsconfidence 0.85
M••••••••• W••••• A•••••••• L••asset managerRAUM $612Mclient count collapseChange between filings
individual and HNW clients (Item 5.D) moved from 803.0 to 74.0 (-91.0%) between the annual amendments of 2025-03-31 and 2026-04-01; the peer median change was -20.0% (3 comparable advisers, 0.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, $500M to $1B (3)0.0% percentile1.5 robust deviationsconfidence 0.85
L•••• W••••• M•••••••••independent RIARAUM $109Mclient count collapseChange between filings
individual and HNW clients (Item 5.D) moved from 256.0 to 106.0 (-59.0%) between the annual amendments of 2025-04-01 and 2026-04-01; the peer median change was +3.0% (3308 comparable advisers, 1.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (3,308)1.1% percentile7.3 robust deviationsconfidence 0.85
D•••••• A•••••••• L•••independent RIARAUM $718Mclients 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 $599,460,734 to $718,423,398, advisors 5 to 2, private clients 384 to 200, offices 0 to 0 (2025-03-06 to 2026-04-01)
filing Apr 1, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.75
P••••••• I••••••••• L••BD affiliatedRAUM $1.3Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 1,958.0 to 3,141.0 (+60.0%) between the annual amendments of 2025-03-31 and 2026-04-01; the peer median change was +9.0% (49 comparable advisers, 94.0th percentile of changes)
filing Apr 1, 2026peers: affiliated wealth managers, $1B to $5B (49)94% percentile2.9 robust deviationsconfidence 0.85
L•••• W••••• M•••••••••independent RIARAUM $109Mclients 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 $127,037,019 to $109,121,693, advisors 4 to 3, private clients 256 to 106, offices 0 to 0 (2025-04-01 to 2026-04-01)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
S••••••• W••••• M••••••••• ••• L••••••independent RIARAUM $1.4BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $922,408,209 to $1,402,597,162 (+52.0%) between the annual amendments of 2025-03-31 and 2026-04-01; the peer median change was +17.0% (1298 comparable advisers, 93.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $1B to $5B (1,298)93% percentile3.6 robust deviationsconfidence 0.85
N•••••independent RIARAUM $6.5Minstitutional to wealth shiftCombination
filing Apr 1, 2026peers: independent wealth managers, under $100M (707)confidence 0.75
M••••••••• W••••• A•••••••• L••asset managerRAUM $612Mclient mix shiftChange between filings
private-client share of RAUM moved from 26.0% to 1.0% between the annual amendments of 2025-03-31 and 2026-04-01
filing Apr 1, 2026peers: asset managers, $500M to $1B (784)confidence 0.85
T•• I••••••••• A•••• M••••••••• 2• L••independent RIARAUM $92.7Madvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 6.0 to 3.0 (-50.0%) between the annual amendments of 2025-03-06 and 2026-04-01; the peer median change was 0.0% (56 comparable advisers, 7.0th percentile of changes); IAPD lists 4 advisers registered here today
filing Apr 1, 2026peers: independent wealth managers, under $100M (56)7.3% percentile2.4 robust deviationsconfidence 0.85
A•••• P•••••••• L••independent RIARAUM $196Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 218.0 to 342.0 (+57.0%) between the annual amendments of 2025-03-25 and 2026-04-01; the peer median change was +3.0% (3308 comparable advisers, 97.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (3,308)97% percentile6.3 robust deviationsconfidence 0.85
I••••••••• I••••••••• C••••••••• L••independent RIARAUM $1.1Bwealth to institutional shiftCombination
private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $773,184,329 to $1,084,348,046, advisors 9 to 10, private clients 218 to 252, offices 0 to 1 (2025-04-16 to 2026-04-01)
filing Apr 1, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.75
L•••• W••••• M•••••••••independent RIARAUM $109Maccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 257.0 to 112.0 (-56.0%) between the annual amendments of 2025-04-01 and 2026-04-01; the peer median change was +5.0% (3683 comparable advisers, 2.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (3,683)2.5% percentile6.9 robust deviationsconfidence 0.85
D•••••• A•••••••• L•••independent RIARAUM $718Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 9.0 to 15.0 (+67.0%) between the annual amendments of 2025-03-06 and 2026-04-01; the peer median change was 0.0% (72 comparable advisers, 97.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $500M to $1B (72)97% percentileconfidence 0.85
W••••••• H••••• I••••••••• L••asset managerRAUM $7.0Bprivate 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 2025-03-31 and 2026-04-01; the peer median change was +3.0% (487 comparable advisers, 94.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, $5B to $20B (487)94% percentile4.4 robust deviationsconfidence 0.85
G••••• K• P•••• A•• W••••• M••••••••• A• D•• O• G••••• K• W••••• M•mixed wealthRAUM $179Mclient count collapseChange between filings
individual and HNW clients (Item 5.D) moved from 181.0 to 55.0 (-70.0%) between the annual amendments of 2025-03-24 and 2026-04-01; the peer median change was +3.0% (3308 comparable advisers, 0.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (3,308)0.4% percentile8.6 robust deviationsconfidence 0.85
A•••• P•••••••• L••independent RIARAUM $196Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 220.0 to 349.0 (+59.0%) between the annual amendments of 2025-03-25 and 2026-04-01; the peer median change was +5.0% (3683 comparable advisers, 96.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (3,683)96% percentile6.1 robust deviationsconfidence 0.85
A•• • C•••••• N•• Y•••• I•••asset managerRAUM $65.8Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 72.0% to 98.0% between the annual amendments of 2025-03-27 and 2026-04-01
filing Apr 1, 2026peers: asset managers, under $100M (329)confidence 0.85
M•••••• R••••• I•••asset managerRAUM $2.6Bprivate 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 2024-06-25 and 2026-04-01; the peer median change was 0.0% (1019 comparable advisers, 93.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, $1B to $5B (1,019)93% percentile7.8 robust deviationsconfidence 0.85
R••••• A•••• M•••••••••asset managerRAUM $106Memployee count dropChange between filings
employees (Item 5.A) moved from 19.0 to 7.0 (-63.0%) between the annual amendments of 2025-03-13 and 2026-04-01; the peer median change was 0.0% (391 comparable advisers, 1.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, $100M to $500M (391)1.0% percentile5.1 robust deviationsconfidence 0.85
G••••• K• P•••• A•• W••••• M••••••••• A• D•• O• G••••• K• W••••• M•mixed wealthRAUM $179Mclients 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 $159,492,750 to $179,443,752, advisors 1 to 0, private clients 181 to 55, offices 1 to 1 (2025-03-24 to 2026-04-01)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
C••••••••• C••••••• L••asset managerRAUM $334Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 28.0% to 62.0% between the annual amendments of 2025-03-31 and 2026-04-01
filing Apr 1, 2026peers: asset managers, $100M to $500M (1,568)confidence 0.85
E•••••• W••••• M••••••••• L••independent RIARAUM $352Memployee count surgeChange between filings
employees (Item 5.A) moved from 13.0 to 22.0 (+69.0%) between the annual amendments of 2025-03-30 and 2026-04-01; the peer median change was 0.0% (505 comparable advisers, 99.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (505)99% percentile5.1 robust deviationsconfidence 0.85
V••••• C•••••• P•••••••asset managerRAUM $2.4BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $1,296,823,577 to $2,425,813,497 (+87.0%) between the annual amendments of 2025-04-08 and 2026-04-01; the peer median change was +11.0% (1364 comparable advisers, 93.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, $1B to $5B (1,364)93% percentile3.2 robust deviationsconfidence 0.85
C••••• I••••••••• A••••••• L••BD affiliatedRAUM $257BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $163,792,814,520 to $256,813,748,739 (+57.0%) between the annual amendments of 2025-04-09 and 2026-04-01; the peer median change was +20.0% (50 comparable advisers, 94.0th percentile of changes)
filing Apr 1, 2026peers: affiliated wealth managers, $20B and over (50)94% percentile2.7 robust deviationsconfidence 0.85
M•••••• A•••••••• L••asset managerRAUM $681MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $379,787,022 to $680,921,960 (+79.0%) between the annual amendments of 2025-03-28 and 2026-04-01; the peer median change was +8.0% (671 comparable advisers, 92.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, $500M to $1B (671)92% percentile3.0 robust deviationsconfidence 0.85
G••••• K• P•••• A•• W••••• M••••••••• A• D•• O• G••••• K• W••••• M•mixed wealthRAUM $179MHNW share shiftChange between filings
HNW share of RAUM moved from 59.0% to 27.0% between the annual amendments of 2025-03-24 and 2026-04-01
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
W••••••• H••••• I••••••••• L••asset managerRAUM $7.0BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $3,683,729,742 to $7,013,494,016 (+90.0%) between the annual amendments of 2025-03-31 and 2026-04-01; the peer median change was +13.0% (632 comparable advisers, 95.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, $5B to $20B (632)95% percentile3.7 robust deviationsconfidence 0.85
U•••• V•••••• W•••• A•••••••independent RIARAUM $514MHNW share shiftChange between filings
HNW share of RAUM moved from 50.0% to 77.0% between the annual amendments of 2025-04-28 and 2026-04-01
filing Apr 1, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85
A•••••••asset managerRAUM $284MHNW share shiftChange between filings
HNW share of RAUM moved from 31.0% to 0.0% between the annual amendments of 2025-03-31 and 2026-04-01
filing Apr 1, 2026peers: asset managers, $100M to $500M (1,568)confidence 0.85
S••••••• C••••••asset managerRAUM $835MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $483,459,134 to $835,075,131 (+73.0%) between the annual amendments of 2025-04-28 and 2026-04-01; the peer median change was +8.0% (671 comparable advisers, 92.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, $500M to $1B (671)92% percentile2.7 robust deviationsconfidence 0.85
H•••••• I••••••••• H• L••••••asset managerRAUM $432Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 0.0% to 26.0% between the annual amendments of 2025-03-27 and 2026-04-01
filing Apr 1, 2026peers: asset managers, $100M to $500M (1,568)confidence 0.85
S••••• C•••••• M••••••••• L•asset managerRAUM $587MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $2,306,815,068 to $587,339,827 (-75.0%) between the annual amendments of 2025-03-31 and 2026-04-01; the peer median change was +8.0% (671 comparable advisers, 0.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, $500M to $1B (671)0.0% percentile3.5 robust deviationsconfidence 0.85
C••••• G••••• F•••••••• A•••••••• L••independent RIARAUM $725MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $444,012,621 to $724,883,187 (+63.0%) between the annual amendments of 2025-03-24 and 2026-04-01; the peer median change was +16.0% (1382 comparable advisers, 95.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $500M to $1B (1,382)95% percentile5.0 robust deviationsconfidence 0.85
S•••••• A•••• M••••••••• L••independent RIARAUM $1.1Bclients 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 $972,706,762 to $1,055,825,621, advisors 2 to 2, private clients 640 to 314, offices 1 to 1 (2025-03-27 to 2026-04-01)
filing Apr 1, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.75
M••••••••• W••••• A•••••••• L••asset managerRAUM $612Mclients 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 $543,207,396 to $611,738,596, advisors 2 to 2, private clients 803 to 74, offices 0 to 0 (2025-03-31 to 2026-04-01)
filing Apr 1, 2026peers: asset managers, $500M to $1B (784)confidence 0.75
M••••••••• W••••• A•••••••• L••asset managerRAUM $612Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 74.0% to 99.0% between the annual amendments of 2025-03-31 and 2026-04-01
filing Apr 1, 2026peers: asset managers, $500M to $1B (784)confidence 0.85
T•••••• P•••• F••••••••independent RIARAUM $339Mclients 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 $383,146,200 to $339,382,378, advisors 15 to 14, private clients 1498 to 784, offices 2 to 2 (2025-03-17 to 2026-04-01)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
C••••• I••••••••• A••••••• L••BD affiliatedRAUM $257Bgrowth on all axesCombination
RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $163,792,814,520 to $256,813,748,739, advisors 7691 to 10240, private clients 575196 to 801652, offices 4816 to 6584 (2025-04-09 to 2026-04-01)
filing Apr 1, 2026peers: affiliated wealth managers, $20B and over (50)confidence 0.75
W••• R•••• A•••••••mixed wealthRAUM $396Mgrowth on all axesCombination
RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $268,069,576 to $396,019,216, advisors 10 to 13, private clients 398 to 361, offices 4 to 5 (2025-03-31 to 2026-04-01)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75

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