What stands out against comparable advisers

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8,320 anomalies

THE WELLINGTON GRP LLCindependent RIARAUM $474Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 239.0 to 1,516.0 (+534.0%) between the annual amendments of 2025-03-14 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% percentile59.9 robust deviationsconfidence 0.85
THE WELLINGTON GRP LLCindependent 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
PARADIGM CAPITAL MANAGEMENT, INC.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
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
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
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
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
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
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
D• I••••••••• A•••••••mixed wealthRAUM $386Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 77% against a peer median of 0% (5683 comparable advisers, 100.0th percentile, 25.9 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)100% percentile25.9 robust deviationsconfidence 0.8
C•••••• C•••••• P•••••••• L••asset managerRAUM $1.3Blow 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
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
H••••• • S••••• A••••••• S••••••• L••otherRAUM $450Mlow 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
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
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
V•••••••• L••independent RIARAUM $122Mlow 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 $124Mlow 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•• 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
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
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
W••••••• A••••••• L••independent RIARAUM $2.7Bmany private funds relative to firm sizeStatic outlier
private funds per $1B of RAUM of 24.7 against a peer median of 2.9 (93 comparable advisers, 99.0th percentile, 11.1 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (93)99% percentile11.1 robust deviationsconfidence 0.7
S• A•••••• N••••••• L••independent RIARAUM $272MHNW share shiftChange between filings
HNW share of RAUM moved from 0.0% to 93.0% 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•••• A••••••••• L••asset managerRAUM $1.5Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 3.0 to 6.0 (+100.0%) between the annual amendments of 2025-04-25 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)98% percentile15.5 robust deviationsconfidence 0.85
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
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
I•• P••••••• I•••asset managerRAUM $555Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 5.0 to 47.0 (+840.0%) between the annual amendments of 2025-03-28 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
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
L•••••• W••••• M•••••••independent RIARAUM $59.9Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (309 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, under $100M (309)0.0% percentile33.7 robust deviationsconfidence 0.8
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
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
W•••• W••• C•••••• A•••••••• L••asset managerRAUM $567Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 13.0% to 85.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $500M to $1B (784)confidence 0.85
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
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
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
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
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
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
N•• H•••••• C••••••• L••asset managerRAUM $23BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $10,854,500,210 to $23,316,188,625 (+115.0%) between the annual amendments of 2025-02-04 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% percentile6.4 robust deviationsconfidence 0.85
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
N• C•••••• L••independent RIARAUM $109MHNW share shiftChange between filings
HNW 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
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
H••••• P•••••• • P•••••••• L••asset managerRAUM $799Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 3.0% to 99.0% between the annual amendments of 2025-04-03 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $500M to $1B (784)confidence 0.85
E••• F•••• C•••••• M••••••••• L••asset managerRAUM $451Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 0.0% to 76.0% 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
D••••• C•••••• M••••••••• L•asset managerRAUM $5.3Bhigh institutional concentrationStatic outlier
institutional share of RAUM of 38% against a peer median of 0% (685 comparable advisers, 100.0th percentile, 13.0 robust deviations)
filing Mar 31, 2026peers: asset managers, $5B to $20B (685)100% percentile13.0 robust deviationsconfidence 0.8
A•••• C•••••• M••••••••• L••••••asset managerRAUM $36Bemployee count surgeChange between filings
employees (Item 5.A) moved from 58.0 to 121.0 (+109.0%) between the annual amendments of 2025-04-04 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% percentile10.7 robust deviationsconfidence 0.85
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
B•••••••••asset managerRAUM $1.5Bhigh institutional concentrationStatic outlier
institutional share of RAUM of 25% against a peer median of 0% (1506 comparable advisers, 98.0th percentile, 8.6 robust deviations)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,506)98% percentile8.6 robust deviationsconfidence 0.8
A••••••• F•••••••• S••••••••• L••mixed wealthRAUM $402Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 50% against a peer median of 0% (5683 comparable advisers, 99.0th percentile, 16.6 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)99% percentile16.6 robust deviationsconfidence 0.8
P•••••••• F•••••••• W••••• M•••••••••independent RIARAUM $160Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 44% against a peer median of 0% (5683 comparable advisers, 98.0th percentile, 14.6 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)98% percentile14.6 robust deviationsconfidence 0.8
R•••••• I•••••••••asset managerRAUM $35Bhigh institutional concentrationStatic outlier
institutional share of RAUM of 37% against a peer median of 0% (512 comparable advisers, 99.0th percentile, 12.4 robust deviations)
filing Mar 31, 2026peers: asset managers, $20B and over (512)99% percentile12.4 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
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
C•• P•••••••asset managerRAUM $26BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $6,238,977,629 to $26,313,245,536 (+322.0%) between the annual amendments of 2025-03-31 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% percentile19.6 robust deviationsconfidence 0.85
O• I••••••••• M••••••••• L•asset managerRAUM $76BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $31,387,087,244 to $64,980,587,746 (+107.0%) between the annual amendments of 2025-03-31 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% percentile5.9 robust deviationsconfidence 0.85
B•• C••••• A•• I•••••••• S•••••••• A•••••• L••institutionalRAUM $107Blarge related person networkStatic outlier
related persons on Schedule D 7.A of 243.0 against a peer median of 13.0 (62 comparable advisers, 100.0th percentile, 17.2 robust deviations)
filing Mar 31, 2026peers: institutional managers, $20B and over (62)100% percentile17.2 robust deviationsconfidence 0.7
F•••••• I••••••••• A••••••• L••independent RIARAUM $1.0Blow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 99% (1363 comparable advisers, 0.0th percentile, 33.2 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,363)0.0% percentile33.2 robust deviationsconfidence 0.8
A••••••• I••••••••• M••••••••• U• I•••asset managerRAUM $607Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 4.0 to 8.0 (+100.0%) between the annual amendments of 2024-09-18 and 2026-03-31; the peer median change was 0.0% (489 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (489)98% percentileconfidence 0.85
S•••• P•••• M••••••• M••••••••• C•••••• L••asset managerRAUM $478Mlarge related person networkStatic outlier
related persons on Schedule D 7.A of 40.0 against a peer median of 5.0 (488 comparable advisers, 99.0th percentile, 11.8 robust deviations)
filing Mar 31, 2026peers: asset managers, $100M to $500M (488)99% percentile11.8 robust deviationsconfidence 0.8
F•••••• A••••••• L••independent RIARAUM $888,512client count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 3,485.0 to 9,394.0 (+170.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (117 comparable advisers, 97.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, under $100M (117)97% percentile15.1 robust deviationsconfidence 0.85

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