What stands out against comparable advisers

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8,320 anomalies

ION PACIFIC, INC.asset managerRAUM $555Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 0.0% to 100.0% between the annual amendments of 2025-03-28 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $500M to $1B (784)confidence 0.85
MAIN STREET FINANCIAL SOLUTIONS, LLCindependent 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
ARETEX CAPITAL MANAGEMENT, LPasset managerRAUM $252MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $88,603,237 to $251,594,410 (+184.0%) between the annual amendments of 2025-03-31 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% percentile7.5 robust deviationsconfidence 0.85
G•••• C•••••• M••••••••• L••asset managerRAUM $1.74Tunusually large average accountStatic outlier
RAUM per account of $9,866,609,287 against a peer median of $426,672,517 (326 comparable advisers, 99.0th percentile, 31.0 robust deviations)
filing Mar 31, 2026peers: asset managers, $20B and over (326)99% percentile31.0 robust deviationsconfidence 0.8
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••• A• A•••••••independent RIARAUM $8.5Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 4,835.0 to 10,423.0 (+116.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +6.0% (224 comparable advisers, 97.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (224)97% percentile9.5 robust deviationsconfidence 0.85
M•••••••• W••••• A•••••••• L••independent RIARAUM $517Munusually high clients per advisorStatic outlier
private clients per advisor of 411.2 against a peer median of 63.4 (1210 comparable advisers, 99.0th percentile, 9.5 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,210)99% percentile9.5 robust deviationsconfidence 0.8
M••••• I••••••••• C•••••••••asset managerRAUM $874Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 533.0 to 3,942.0 (+640.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (110 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (110)99% percentile47.2 robust deviationsconfidence 0.85
M••••• I••••••••• A••••••••• I••independent RIARAUM $894Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 99% (1481 comparable advisers, 0.0th percentile, 33.5 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,481)0.0% percentile33.5 robust deviationsconfidence 0.8
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
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
F•••• A••••••• A•••• A•••••••• L••independent RIARAUM $192Mlow 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••••••• T•• C••••• A•••••••otherRAUM $444Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (212 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 31, 2026peers: other advisers, $100M to $500M (212)0.0% percentile33.7 robust deviationsconfidence 0.8
M••••••••• F•••••••• G••••independent RIARAUM $721Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 99% (1481 comparable advisers, 0.0th percentile, 33.5 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,481)0.0% percentile33.5 robust deviationsconfidence 0.8
C••• C•••••• A•••••••• L••asset managerRAUM $2.0Blow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (1506 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,506)0.0% percentile33.7 robust deviationsconfidence 0.8
S••••• W•••••mixed wealthRAUM $140Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 70.0% to 25.0% 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
G••••••• P••••••• I•••independent RIARAUM $3.3Bunusually high clients per advisorStatic outlier
private clients per advisor of 449.3 against a peer median of 64.7 (1153 comparable advisers, 98.0th percentile, 9.4 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,153)98% percentile9.4 robust deviationsconfidence 0.8
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
C••••••• D••••••••• L••asset managerRAUM $667Mmany private funds relative to firm sizeStatic outlier
private funds per $1B of RAUM of 96.0 against a peer median of 8.9 (460 comparable advisers, 99.0th percentile, 14.7 robust deviations)
filing Mar 31, 2026peers: asset managers, $500M to $1B (460)99% percentile14.7 robust deviationsconfidence 0.8
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
T•• I••••••••• A•••••••• L••independent RIARAUM $167Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 88.0% to 7.0% 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
T•• W••••••••• G•• L••independent RIARAUM $474MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $136,422,525 to $473,645,985 (+247.0%) between the annual amendments of 2025-03-14 and 2026-03-31; the peer median change was +15.0% (4546 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (4,546)100% percentile22.7 robust deviationsconfidence 0.85
K••••• A•••• M••••••••• L••asset managerRAUM $206Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 0.0% to 100.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,568)confidence 0.85
V••••••• C•••••• M••••••••• L••independent RIARAUM $287MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $143,588,939 to $287,305,351 (+100.0%) between the annual amendments of 2025-03-27 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% percentile8.3 robust deviationsconfidence 0.85
C•• P••• A•••••••• I•••institutionalRAUM $261Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (108 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 31, 2026peers: institutional managers, $100M to $500M (108)0.0% percentile33.7 robust deviationsconfidence 0.8
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
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••••••• 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
W•••••• F•••••••• S•••••••• P•••independent RIARAUM $171Mlow 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
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
C•••••• C•••••• P•••••••• L••asset managerRAUM $123Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 33% against a peer median of 0% (1568 comparable advisers, 100.0th percentile, 11.1 robust deviations)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,568)100% percentile11.1 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
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
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
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
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••• 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
C•••• A••••••• L••independent RIARAUM $181Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 1,381.0 to 8,933.0 (+547.0%) between the annual amendments of 2025-03-10 and 2026-03-31; the peer median change was +5.0% (3683 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,683)100% percentile61.3 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
T•• S•••• R••• E•••••• L•asset managerRAUM $582Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 3.0 to 10.0 (+233.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (489 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (489)100% percentileconfidence 0.85
C•••• • C•••••• F•••••••• M••••••••• L••asset managerRAUM $237Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 87.0% to 44.0% between the annual amendments of 2025-03-28 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,568)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
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
G••••• F•••••••• G••••independent RIARAUM $234Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 4.0% to 69.0% 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
T•• I••••••••• A•••••••• L••independent RIARAUM $167MHNW share shiftChange between filings
HNW share of RAUM moved from 8.0% to 61.0% 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
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
R•••• C•••••• A••••••• L••asset managerRAUM $826Memployee count surgeChange between filings
employees (Item 5.A) moved from 30.0 to 73.0 (+143.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (393 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (393)100% percentile11.6 robust deviationsconfidence 0.85
L••••• R•••• C•••••• P•••••••• L•asset managerRAUM $160Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 0.0% to 97.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,568)confidence 0.85
A••••• S• R•• M••••••••• L•••asset managerRAUM $424MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $163,157,662 to $423,846,983 (+160.0%) 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% percentile6.5 robust deviationsconfidence 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
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
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
S• A•••••• N••••••• L••independent RIARAUM $272Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 100.0% to 0.0% 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
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
C•••• A••••••• L••independent RIARAUM $181Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 1,329.0 to 3,375.0 (+154.0%) between the annual amendments of 2025-03-10 and 2026-03-31; the peer median change was +3.0% (3308 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,308)100% percentile17.7 robust deviationsconfidence 0.85
F••••••• P••• I••••••••• L••mixed wealthRAUM $1.5Bhigh employee count relative to advisorsStatic outlier
employees per registered advisor of 13.6 against a peer median of 1.5 (1101 comparable advisers, 100.0th percentile, 25.5 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,101)100% percentile25.5 robust deviationsconfidence 0.8
B•••••••• • B•••••••• F•••••••• A••••••• I•••independent RIARAUM $423Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 727.0 to 1,619.0 (+123.0%) between the annual amendments of 2025-04-01 and 2026-03-31; the peer median change was +5.0% (3683 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,683)98% percentile13.4 robust deviationsconfidence 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
C••••••••• A•••• M•••••••••asset managerRAUM $526Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 54.0% to 0.0% between the annual amendments of 2025-03-25 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $500M to $1B (784)confidence 0.85
A••••• I••••••••• C•••••• L•otherRAUM $289Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (212 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 31, 2026peers: other advisers, $100M to $500M (212)0.0% percentile33.7 robust deviationsconfidence 0.8

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