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8,320 anomalies

EVELYN PARTNERS ASSET MANAGEMENT LIMITEDindependent RIARAUM $1.1Binstitutional to wealth shiftCombination
institutional share fell 15 points or more while private-client share rose 15 points or more. RAUM $1,213,158,729 to $1,059,392,636, advisors 0 to 0, private clients 433 to 460, offices 1 to 1 (2025-03-28 to 2026-04-01)
filing Apr 1, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.75
NAPLES WEALTH PLANNINGindependent RIARAUM $227MRAUM down advisors stableCombination
RAUM fell 25 percent or more while the advisor count stayed within 5 percent: assets left without people leaving (a large client or institutional mandate, a fee change, or a reporting change). RAUM $356,289,605 to $226,934,674, advisors 10 to 10, private clients 356 to 225, offices 0 to 0 (2025-04-02 to 2026-04-01)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MGmixed wealthRAUM $179Mwealth to institutional shiftCombination
private-client share fell 15 points or more while institutional share rose 15 points or more. 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
M••••••••• W••••• A•••••••• L••asset managerRAUM $612Mwealth to institutional shiftCombination
private-client share fell 15 points or more while institutional share rose 15 points or more. 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
G••••• A••••••• L••independent RIARAUM $183Madvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 24.0 to 7.0 (-71.0%) between the annual amendments of 2025-03-28 and 2026-04-01; the peer median change was 0.0% (965 comparable advisers, 1.0th percentile of changes); IAPD lists 8 advisers registered here today
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (965)0.9% percentile4.3 robust deviationsconfidence 0.85
P••••••• I••••••••• A••••••• L••institutionalRAUM $982Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 40.0% to 75.0% between the annual amendments of 2024-06-26 and 2026-04-01
filing Apr 1, 2026peers: institutional managers, $500M to $1B (71)confidence 0.85
S•••• M••• A••••••• L••independent RIARAUM $417Munusually large average HNW clientStatic outlier
HNW RAUM per HNW client of $11,578,867 against a peer median of $2,402,353 (4945 comparable advisers, 100.0th percentile, 6.2 robust deviations)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (4,945)100% percentile6.2 robust deviationsconfidence 0.8
A••••••• W••••• M••••••••• L••independent RIARAUM $327Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 121.0 to 200.0 (+65.0%) between the annual amendments of 2025-03-28 and 2026-04-01; the peer median change was +3.0% (3308 comparable advisers, 98.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (3,308)98% percentile7.3 robust deviationsconfidence 0.85
A••••••• A•••• M••••••••• L••no RAUMRAUM down advisors stableCombination
RAUM fell 25 percent or more while the advisor count stayed within 5 percent: assets left without people leaving (a large client or institutional mandate, a fee change, or a reporting change). RAUM $559,270,765 to $0, advisors 5 to 5, private clients 1880 to 0, offices 2 to 0 (2025-03-31 to 2026-04-01)
filing Apr 1, 2026peers: other advisers, under $100M (660)confidence 0.75
D•••••• A•••••••• L•••independent RIARAUM $718Mwealth 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 $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
R•••••• F•••••••• P•••••••• L••independent RIARAUM $389MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $212,777,284 to $388,845,592 (+83.0%) between the annual amendments of 2025-03-31 and 2026-04-01; the peer median change was +15.0% (4546 comparable advisers, 98.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $100M to $500M (4,546)98% percentile6.6 robust deviationsconfidence 0.85
N•••••independent RIARAUM $6.5MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $172,421,272 to $6,516,552 (-96.0%) between the annual amendments of 2025-04-30 and 2026-04-01; the peer median change was +9.0% (215 comparable advisers, 1.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, under $100M (215)0.9% percentile6.4 robust deviationsconfidence 0.85
D•••••• A•••••••• L•••independent RIARAUM $718Maccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 545.0 to 237.0 (-57.0%) between the annual amendments of 2025-03-06 and 2026-04-01; the peer median change was +6.0% (1254 comparable advisers, 2.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $500M to $1B (1,254)1.7% percentile7.7 robust deviationsconfidence 0.85
E• W••••• A•••••••independent RIARAUM $45Baccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 49,167.0 to 20,738.0 (-58.0%) between the annual amendments of 2025-03-31 and 2026-04-01; the peer median change was +7.0% (76 comparable advisers, 3.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $20B and over (76)2.7% percentile5.0 robust deviationsconfidence 0.85
S•••••• A•••• M••••••••• L••independent RIARAUM $1.1Baccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 691.0 to 335.0 (-52.0%) between the annual amendments of 2025-03-27 and 2026-04-01; the peer median change was +6.0% (1206 comparable advisers, 2.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $1B to $5B (1,206)1.8% percentile6.9 robust deviationsconfidence 0.85
M••••••••• W••••• A•••••••• L••asset managerRAUM $612Maccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 1,435.0 to 141.0 (-90.0%) between the annual amendments of 2025-03-31 and 2026-04-01; the peer median change was +6.0% (11 comparable advisers, 0.0th percentile of changes)
filing Apr 1, 2026peers: asset managers, $500M to $1B (11)0.0% percentile3.1 robust deviationsconfidence 0.85
B••• F•••••••• G••••independent RIARAUM $1.1Baccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 3,082.0 to 804.0 (-74.0%) between the annual amendments of 2025-04-15 and 2026-04-01; the peer median change was +6.0% (1206 comparable advisers, 1.0th percentile of changes)
filing Apr 1, 2026peers: independent wealth managers, $1B to $5B (1,206)0.7% percentile9.5 robust deviationsconfidence 0.85
E•••••• W••••• M••••••••• L••independent RIARAUM $352Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 906.0 to 1,482.0 (+64.0%) between the annual amendments of 2025-03-30 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% percentile6.7 robust deviationsconfidence 0.85
C••••••• P•••••• W•••••BD affiliatedRAUM $17Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 7,846.0 to 12,813.0 (+63.0%) between the annual amendments of 2025-03-31 and 2026-04-01; the peer median change was +9.0% (52 comparable advisers, 100.0th percentile of changes)
filing Apr 1, 2026peers: affiliated wealth managers, $5B to $20B (52)100% percentile4.3 robust deviationsconfidence 0.85
L••••• I••••••••• M••••••••• L••independent RIARAUM $232MHNW share shiftChange between filings
HNW share of RAUM moved from 90.0% to 7.0% between the annual amendments of 2025-03-26 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
C•••••• I••••••••• M••••••••• L••independent RIARAUM $200Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 40% against a peer median of 0% (5683 comparable advisers, 98.0th percentile, 13.4 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)98% percentile13.4 robust deviationsconfidence 0.8
C••••• C•••• • L••• I••••••••• M••••••••• L••otherRAUM $86Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 4.0 to 9.0 (+125.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was +2.0% (69 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $20B and over (69)99% percentile9.8 robust deviationsconfidence 0.85
S••• C••••••independent RIARAUM $351Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 6.0 (+200.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (125 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (125)99% percentileconfidence 0.85
F••••••• P••• I••••••••• L••mixed wealthRAUM $1.5Bunusually high clients per advisorStatic outlier
private clients per advisor of 1,812.0 against a peer median of 64.7 (1153 comparable advisers, 100.0th percentile, 42.7 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,153)100% percentile42.7 robust deviationsconfidence 0.8
P•• A•••••••mixed wealthRAUM $112Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 50% against a peer median of 0% (5683 comparable advisers, 99.0th percentile, 16.8 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)99% percentile16.8 robust deviationsconfidence 0.8
H••••••• F•••••••• C••••••••• L••independent RIARAUM $236Mlow 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 Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)0.0% percentile33.7 robust deviationsconfidence 0.8
A••••••••• I••••••••• M•••••otherRAUM $90.9Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 51.0% to 5.0% between the annual amendments of 2025-02-21 and 2026-03-31
filing Mar 31, 2026peers: other advisers, under $100M (660)confidence 0.85
S••••• W••• C••••••asset managerRAUM $429MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $104,721,000 to $428,833,000 (+310.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)100% percentile12.8 robust deviationsconfidence 0.85
A•••• C•••••• M••••••••• L••••••asset managerRAUM $36BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $17,660,213,923 to $35,527,062,904 (+101.0%) between the annual amendments of 2025-04-04 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 97.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (470)97% percentile5.5 robust deviationsconfidence 0.85
A•••• C•••••• M••••••••• U• L••asset managerRAUM $28Bemployee count surgeChange between filings
employees (Item 5.A) moved from 11.0 to 24.0 (+118.0%) between the annual amendments of 2025-04-04 and 2026-03-31; the peer median change was +3.0% (461 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (461)100% percentile11.7 robust deviationsconfidence 0.85
P••••••• C•••••• M••••••••• I•••mixed wealthRAUM $2.4Bunusually large average accountStatic outlier
RAUM per account of $33,082,890 against a peer median of $812,622 (1334 comparable advisers, 99.0th percentile, 21.8 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,334)99% percentile21.8 robust deviationsconfidence 0.8
A••••••••• F•••••••• P•••••••• L••independent RIARAUM $278MHNW share shiftChange between filings
HNW share of RAUM moved from 16.0% to 86.0% between the annual amendments of 2025-03-12 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
F•••••• A•••• M••••••••• L••asset managerRAUM $69BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $29,046,240,268 to $69,085,960,016 (+138.0%) between the annual amendments of 2025-04-04 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (470)99% percentile7.9 robust deviationsconfidence 0.85
N•••independent RIARAUM $312MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $149,267,418 to $311,863,610 (+109.0%) between the annual amendments of 2025-03-29 and 2026-03-31; the peer median change was +15.0% (4546 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (4,546)99% percentile9.2 robust deviationsconfidence 0.85
L•••••• W••••• M••••••••• L••independent RIARAUM $1.7Bemployee count surgeChange between filings
employees (Item 5.A) moved from 21.0 to 43.0 (+105.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +4.0% (1050 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,050)99% percentile10.2 robust deviationsconfidence 0.85
V••••• C•••••• M••••••••• L•asset managerRAUM $29Bemployee count surgeChange between filings
employees (Item 5.A) moved from 77.0 to 158.0 (+105.0%) between the annual amendments of 2025-02-24 and 2026-03-31; the peer median change was +3.0% (461 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (461)99% percentile10.4 robust deviationsconfidence 0.85
C••• P•••••• C••••• M••••••••• L••asset managerRAUM $290MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $130,972,560 to $289,866,588 (+121.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)98% percentile4.9 robust deviationsconfidence 0.85
T••independent RIARAUM $165MHNW share shiftChange between filings
HNW share of RAUM moved from 75.0% to 22.0% between the annual amendments of 2025-03-28 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
I••••••••• F••••••••mixed wealthRAUM $491Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 60% against a peer median of 0% (5683 comparable advisers, 99.0th percentile, 20.0 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)99% percentile20.0 robust deviationsconfidence 0.8
A•••• S••••••• A•••••••• L••mixed wealthRAUM $649Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 65% against a peer median of 2% (1481 comparable advisers, 99.0th percentile, 21.3 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,481)99% percentile21.3 robust deviationsconfidence 0.8
B••••••• I•••••••••independent RIARAUM $329Mlow 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 Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)0.0% percentile33.7 robust deviationsconfidence 0.8
P••••••• W•••••independent RIARAUM $569MHNW share shiftChange between filings
HNW share of RAUM moved from 0.0% to 80.0% between the annual amendments of 2025-03-28 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85
M••••••• C•••••• M••••••••• L••independent RIARAUM $356Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 47% against a peer median of 0% (5683 comparable advisers, 99.0th percentile, 15.8 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)99% percentile15.8 robust deviationsconfidence 0.8
M••• S••••• F•••••••• S••••••••• L••independent RIARAUM $2.5BHNW share shiftChange between filings
HNW share of RAUM moved from 38.0% to 83.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.85
T•• I••••••••• A•••••••• L••independent RIARAUM $167Mclient mix shiftChange between filings
private-client share of RAUM moved from 12.0% to 93.0% between the annual amendments of 2025-03-03 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
N• C•••••• L••independent RIARAUM $109Mclient mix shiftChange between filings
private-client share of RAUM moved from 2.0% to 62.0% between the annual amendments of 2025-03-27 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
Q••••• W•••• A•••••••• L••independent RIARAUM $87.3Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 0.0% to 46.0% between the annual amendments of 2025-03-27 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
B••• D•••••• C•••••• I••••••••• A•••••••independent RIARAUM $301Mlow 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 Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)0.0% percentile33.7 robust deviationsconfidence 0.8
T•• S•••• I••••••••• L•asset managerRAUM $233BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $110,281,140,166 to $232,818,912,899 (+111.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (470)98% percentile6.1 robust deviationsconfidence 0.85
D••••••• A•••• M••••••••• ••• L••asset managerRAUM $318Mlow 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 Mar 31, 2026peers: asset managers, $100M to $500M (1,568)0.0% percentile33.7 robust deviationsconfidence 0.8
W•••••••••independent RIARAUM $105Mlow 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 Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)0.0% percentile33.7 robust deviationsconfidence 0.8
C•••••• G••••independent RIARAUM $124Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 0.0% to 49.0% between the annual amendments of 2025-04-30 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
S• A•••••• N••••••• L••independent RIARAUM $272Mclient mix shiftChange between filings
private-client share of RAUM moved from 0.0% to 100.0% between the annual amendments of 2025-03-30 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
F•••• A•••••••independent RIARAUM $166Mlow 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 Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)0.0% percentile33.7 robust deviationsconfidence 0.8
E••independent RIARAUM $74.9Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 100.0% to 64.0% between the annual amendments of 2025-02-26 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
I••••••••• B•••••••• I•••••••••independent RIARAUM $101MHNW share shiftChange between filings
HNW share of RAUM moved from 64.0% to 27.0% between the annual amendments of 2025-03-12 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
H• M••••• I•••independent RIARAUM $386MHNW share shiftChange between filings
HNW share of RAUM moved from 61.0% to 100.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
F••••• I••••••••• A•••••••• L••asset managerRAUM $442MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $135,697,861 to $442,237,196 (+226.0%) between the annual amendments of 2025-03-25 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)99% percentile9.3 robust deviationsconfidence 0.85
J••••• R•••• P•••••••• L•••otherRAUM $43Badvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 5.0 to 0.0 (-100.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was -4.0% (31 comparable advisers, 0.0th percentile of changes); IAPD lists 0 advisers registered here today
filing Mar 31, 2026peers: other advisers, $20B and over (31)0.0% percentile5.5 robust deviationsconfidence 0.85
V••••• C•••••• M••••••••• L•asset managerRAUM $29BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $9,333,493,829 to $29,377,232,147 (+215.0%) between the annual amendments of 2025-02-24 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (470)100% percentile12.7 robust deviationsconfidence 0.85

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