What stands out against comparable advisers

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8,320 anomalies

LITTLE RIVER CAPITAL PARTNERS, LPasset 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
SK ADVISOR NETWORK, LLCindependent 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
ARIEL ALTERNATIVES, LLCasset 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
H••••• W••••••••• A•••••••• L••asset managerRAUM $615Mlarge related person networkStatic outlier
related persons on Schedule D 7.A of 68.0 against a peer median of 5.0 (338 comparable advisers, 99.0th percentile, 21.2 robust deviations)
filing Mar 31, 2026peers: asset managers, $500M to $1B (338)99% percentile21.2 robust deviationsconfidence 0.8
B••• A•••••••• L•asset managerRAUM $3.6Blarge related person networkStatic outlier
related persons on Schedule D 7.A of 103.0 against a peer median of 7.0 (850 comparable advisers, 99.0th percentile, 21.6 robust deviations)
filing Mar 31, 2026peers: asset managers, $1B to $5B (850)99% percentile21.6 robust deviationsconfidence 0.8
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
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
C••• P•••••• C••••• M••••••••• L••asset managerRAUM $290Mlarge 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
G•••••••• C•••••• M••••••••• I•••independent RIARAUM $1.3Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 402.0 to 2,041.0 (+408.0%) between the annual amendments of 2025-04-30 and 2026-03-31; the peer median change was +6.0% (1206 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,206)99% percentile47.6 robust deviationsconfidence 0.85
M••••••• • E••• L••independent RIARAUM $1.4Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 1,203.0 to 4,037.0 (+236.0%) between the annual amendments of 2025-04-02 and 2026-03-31; the peer median change was +6.0% (1206 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,206)99% percentile27.2 robust deviationsconfidence 0.85
A•••• D••••••••• L••independent RIARAUM $2.9Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 2,002.0 to 6,174.0 (+208.0%) between the annual amendments of 2025-04-09 and 2026-03-31; the peer median change was +6.0% (1206 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,206)98% percentile24.0 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
Z•••••• W••••• P•••••••independent RIARAUM $158Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 254.0 to 531.0 (+109.0%) between the annual amendments of 2025-03-31 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% percentile11.8 robust deviationsconfidence 0.85
I••••••••asset managerRAUM $291Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 0.0% to 36.0% between the annual amendments of 2025-04-30 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,568)confidence 0.85
E••independent RIARAUM $74.9Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 5,829.0 to 68,370.0 (+1073.0%) between the annual amendments of 2025-02-26 and 2026-03-31; the peer median change was +2.0% (132 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, under $100M (132)99% percentile56.0 robust deviationsconfidence 0.85
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
S••••independent RIARAUM $5.0Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 3,776.0 to 14,645.0 (+288.0%) between the annual amendments of 2025-04-08 and 2026-03-31; the peer median change was +8.0% (253 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (253)100% percentile21.5 robust deviationsconfidence 0.85
T•• W••••••••• G•• L••independent 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
B•••••••• I••••••••• M••••••••• L••asset managerRAUM $677Badvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 92.0 to 520.0 (+465.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (50 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (50)100% percentile49.6 robust deviationsconfidence 0.85
S•••••••• F•••••••• G••••• L••independent RIARAUM $756Madvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 6.0 to 14.0 (+133.0%) between the annual amendments of 2025-02-07 and 2026-03-31; the peer median change was 0.0% (792 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (792)100% percentile10.8 robust deviationsconfidence 0.85
S••••••• F•••••••• G••••independent RIARAUM $367Madvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 5.0 to 10.0 (+100.0%) between the annual amendments of 2025-04-17 and 2026-03-31; the peer median change was 0.0% (965 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (965)100% percentile6.1 robust deviationsconfidence 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••••• C••••••• L••mixed wealthRAUM $927MHNW share shiftChange between filings
HNW 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
F••••••••• P••••••• L•asset managerRAUM $3.3Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 7.0 to 15.0 (+114.0%) between the annual amendments of 2025-04-29 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)99% percentile17.7 robust deviationsconfidence 0.85
V•••••• A•••••••• L••independent RIARAUM $6.7Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 9,453.0 to 22,790.0 (+141.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +6.0% (224 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (224)99% percentile11.7 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
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
M••••• I••••••••• M••••••••• L•independent RIARAUM $7.1Bclient mix shiftChange between filings
private-client share of RAUM moved from 47.0% to 89.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (289)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
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
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••••••••• C••••••••• I•••••••••independent RIARAUM $46Bclient mix shiftChange between filings
private-client share of RAUM moved from 27.0% to 87.0% between the annual amendments of 2025-04-02 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $20B and over (84)confidence 0.85
M••••••• S••••••••• L••asset managerRAUM $389Mclient mix shiftChange between filings
private-client share of RAUM moved from 100.0% to 1.0% 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
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
O•••••• I••••••••• M••••••••• L••independent RIARAUM $105Mclient mix shiftChange between filings
private-client share of RAUM moved from 0.0% to 100.0% between the annual amendments of 2025-02-11 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
D•••••••• C••••••• L•asset managerRAUM $1.4BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $556,524,863 to $1,412,859,014 (+154.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 97.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)97% percentile6.1 robust deviationsconfidence 0.85
F•••••• A••••••• L••independent RIARAUM $888,512account count surgeChange between filings
accounts (Item 5.F.2.f) moved from 3,485.0 to 9,393.0 (+170.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +2.0% (132 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, under $100M (132)96% percentile8.8 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
N•••independent RIARAUM $312Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 279.0 to 662.0 (+137.0%) between the annual amendments of 2025-03-29 and 2026-03-31; the peer median change was +5.0% (3683 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,683)99% percentile15.0 robust deviationsconfidence 0.85
M••••• A••••••• P•••••• A•••• M••••••••• I•••asset managerRAUM $206MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $59,021,435 to $205,589,000 (+248.0%) 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% percentile10.2 robust deviationsconfidence 0.85
K•••••• F•••••••• A••••••• S•••••••independent RIARAUM $1.5BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $330,000,000 to $1,450,270,834 (+339.0%) between the annual amendments of 2025-04-01 and 2026-03-31; the peer median change was +17.0% (1298 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,298)100% percentile33.2 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
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
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
C••••••••• I••••••••• C••••••••• L••otherRAUM $14Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 100.0% to 4.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: other advisers, $5B to $20B (133)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
H• C•••••• P•••••• E••••• L••asset managerRAUM $5.4Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 53.0% to 13.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $5B to $20B (685)confidence 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
L••••• C••••••• L••mixed wealthRAUM $927MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $421,041,365 to $927,071,889 (+120.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was +16.0% (1382 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,382)99% percentile11.1 robust deviationsconfidence 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
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
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
A••••••••• W••••• A••••••• L••independent RIARAUM $180Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 61.0% to 98.0% between the annual amendments of 2025-03-06 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
W••• D•••••• A••••• L••asset managerRAUM $91.9Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 58.0% to 100.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: asset managers, under $100M (329)confidence 0.85
N••••••• I••••••••• A•••••••independent RIARAUM $273Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 249.0 to 729.0 (+193.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +5.0% (3683 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,683)99% percentile21.3 robust deviationsconfidence 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
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
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
U• I••••••••• T••••••••• C•••••• M••••••••• L••asset managerRAUM $7.0Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 3.0 to 7.0 (+133.0%) between the annual amendments of 2025-03-26 and 2026-03-31; the peer median change was +3.0% (487 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $5B to $20B (487)99% percentile12.1 robust deviationsconfidence 0.85

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