What stands out against comparable advisers

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8,320 anomalies

BCPC ADVISORS, LPasset managerRAUM $1.7BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $747,727,000 to $1,739,531,991 (+133.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)96% percentile5.2 robust deviationsconfidence 0.85
NK CAPITAL LLCindependent 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
MFP FINANCIAL SERVICES, LLCindependent RIARAUM $361Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 630.0 to 1,284.0 (+104.0%) between the annual amendments of 2025-03-26 and 2026-03-31; the peer median change was +3.0% (3308 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,308)99% percentile11.8 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
R•••••••• I••••••••• M•••••••••independent RIARAUM $534Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 100.0% to 64.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85
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
I•• P••••••• I•••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
C•• P•••••••asset managerRAUM $26Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 29.0% to 92.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $20B and over (512)confidence 0.85
K•••••• F•••••••• A••••••• S•••••••independent RIARAUM $1.5Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 0.0% to 62.0% between the annual amendments of 2025-04-01 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.85
S••••••• F•••••••• G••••independent RIARAUM $367Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 1,692.0 to 3,820.0 (+126.0%) between the annual amendments of 2025-04-17 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% percentile13.7 robust deviationsconfidence 0.85
G• I•••••••••otherRAUM $2.4Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 100.0% to 60.0% between the annual amendments of 2025-03-27 and 2026-03-31
filing Mar 31, 2026peers: other advisers, $1B to $5B (248)confidence 0.85
Q•••••• F•••••••• S••••••• I•••independent RIARAUM $731Mlow 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
L•••• C•••••• P••••••• ••••••••• L••asset managerRAUM $1.6Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 83.0% to 41.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,506)confidence 0.85
D• I••••••••• A•••••••mixed wealthRAUM $386Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 26.0% to 100.0% between the annual amendments of 2025-02-28 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
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
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
T• L•••• A•••••• P••••••• L••asset managerRAUM $530Mdiscretionary 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, $500M to $1B (784)confidence 0.85
L••••• C••••••• L••mixed wealthRAUM $927Mclient mix shiftChange between filings
private-client share of RAUM moved from 6.0% to 42.0% between the annual amendments of 2025-03-27 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,481)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•• W••••••••• G•• L••independent RIARAUM $474Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 109.0 to 1,516.0 (+1291.0%) between the annual amendments of 2025-03-14 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% percentile151.5 robust deviationsconfidence 0.85
T•• I••••••••• A•••••••• L••independent RIARAUM $167Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 10.0% to 81.0% 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
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
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
A••••• U•otherRAUM $1.1Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 0.0% to 100.0% between the annual amendments of 2025-04-25 and 2026-03-31
filing Mar 31, 2026peers: other advisers, $1B to $5B (248)confidence 0.85
R•• G• M•••••• L••asset managerRAUM $1.3Bemployee count surgeChange between filings
employees (Item 5.A) moved from 30.0 to 71.0 (+137.0%) between the annual amendments of 2025-03-29 and 2026-03-31; the peer median change was 0.0% (1105 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,105)100% percentile12.0 robust deviationsconfidence 0.85
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
H••• T•••••••mixed wealthRAUM $177MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $76,703,095 to $176,989,567 (+131.0%) between the annual amendments of 2025-03-31 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% percentile11.3 robust deviationsconfidence 0.85
S•••• P••••••• W••••• M••••••••• L••independent RIARAUM $1.5BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $413,344,561 to $1,497,133,263 (+262.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +17.0% (1298 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,298)99% percentile25.3 robust deviationsconfidence 0.85
L••• C••••••independent RIARAUM $136Mmany private funds relative to firm sizeStatic outlier
private funds per $1B of RAUM of 176.7 against a peer median of 19.6 (88 comparable advisers, 99.0th percentile, 11.3 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (88)99% percentile11.3 robust deviationsconfidence 0.7
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
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
M••••• C•••••• M••••••••• C••asset managerRAUM $90.7Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 17.0% to 96.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: asset managers, under $100M (329)confidence 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
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
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
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
W••• S•••• F•••••••• G••••independent RIARAUM $1.2BHNW share shiftChange between filings
HNW share of RAUM moved from 15.0% to 58.0% between the annual amendments of 2025-03-25 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,363)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
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
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
A•••• P•••••• W•••••independent RIARAUM $405MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $147,069,600 to $338,130,932 (+130.0%) between the annual amendments of 2025-02-04 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% percentile11.2 robust deviationsconfidence 0.85
C•••••• C•••••• L••independent RIARAUM $222MHNW share shiftChange between filings
HNW share of RAUM moved from 98.0% to 62.0% between the annual amendments of 2025-04-01 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
R••• F•••••••• C••••••••• I•••independent RIARAUM $287Mlow 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
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
F•••••••••mixed wealthRAUM $395Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 63% against a peer median of 0% (5683 comparable advisers, 99.0th percentile, 21.0 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)99% percentile21.0 robust deviationsconfidence 0.8
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
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
B••••••••independent RIARAUM $410Munusually high clients per advisorStatic outlier
private clients per advisor of 357.3 against a peer median of 57.3 (3084 comparable advisers, 99.0th percentile, 8.5 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,084)99% percentile8.5 robust deviationsconfidence 0.8
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
M•• F•••••••• S•••••••• L••independent RIARAUM $361Munusually high clients per advisorStatic outlier
private clients per advisor of 428.0 against a peer median of 57.3 (3084 comparable advisers, 100.0th percentile, 10.6 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,084)100% percentile10.6 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
E•••• F••••••••independent RIARAUM $180Mlow 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
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
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
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
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
F••• M••••••••• L••asset managerRAUM $1.5Bemployee count surgeChange between filings
employees (Item 5.A) moved from 11.0 to 140.0 (+1173.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (1105 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,105)100% percentile102.8 robust deviationsconfidence 0.85

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