What stands out against comparable advisers

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8,320 anomalies

MONORAIL SECURITIES LLCasset managerRAUM $389MHNW share shiftChange between filings
HNW share of RAUM moved from 61.0% to 0.0% 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
JAT CAPITAL MANAGEMENT LPasset managerRAUM $228Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 48.0% to 0.0% 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
M HOLDINGS SECURITIES, INC.BD affiliatedRAUM $3.2Bunusually large average HNW clientStatic outlier
HNW RAUM per HNW client of $14,750,493 against a peer median of $1,749,345 (49 comparable advisers, 100.0th percentile, 8.8 robust deviations)
filing Mar 31, 2026peers: affiliated wealth managers, $1B to $5B (49)100% percentile8.8 robust deviationsconfidence 0.6
B••••• P••• C•••••• M••••••••• L••mixed wealthRAUM $99.3Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 74.0% to 0.0% 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
V•••• A•••••• R••••••• A•••••••• L••otherRAUM $9.1Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 95.0% to 43.0% between the annual amendments of 2025-03-19 and 2026-03-31
filing Mar 31, 2026peers: other advisers, $5B to $20B (133)confidence 0.85
1••• P••••••• ••• L••institutionalRAUM $19Binstitutional asset share shiftChange between filings
institutional 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: institutional managers, $5B to $20B (71)confidence 0.85
H••••• M••• I••••••••• I•••no RAUMoffice count dropChange between filings
offices other than the principal office (Item 1.F.5) moved from 72.0 to 0.0 (-100.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (42 comparable advisers, 0.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, under $100M (42)0.0% percentile7.2 robust deviationsconfidence 0.85
B•• S••••••••• I•••independent RIARAUM $894Moffice count dropChange between filings
offices other than the principal office (Item 1.F.5) moved from 7.0 to 0.0 (-100.0%) between the annual amendments of 2025-03-10 and 2026-03-31; the peer median change was 0.0% (232 comparable advisers, 0.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (232)0.0% percentile9.5 robust deviationsconfidence 0.85
S••••••• C•••••• M••••••••• L••otherRAUM $69Boffice count surgeChange between filings
offices other than the principal office (Item 1.F.5) moved from 4.0 to 10.0 (+150.0%) between the annual amendments of 2025-03-26 and 2026-03-31; the peer median change was 0.0% (48 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $20B and over (48)100% percentile13.5 robust deviationsconfidence 0.85
G•••• R•• I••••••••• A•••••• L••asset managerRAUM $84.6Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (139 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 31, 2026peers: asset managers, under $100M (139)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
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
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
S•••••••• C•••••• A••••••••• G••••• L•••••asset managerRAUM $2.8Blow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (1506 comparable advisers, 2.0th percentile, 33.7 robust deviations)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,506)1.8% percentile33.7 robust deviationsconfidence 0.8
G••••••• P••••••• I•••independent RIARAUM $3.3Bhigh employee count relative to advisorsStatic outlier
employees per registered advisor of 12.7 against a peer median of 1.5 (1101 comparable advisers, 100.0th percentile, 23.5 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,101)100% percentile23.5 robust deviationsconfidence 0.8
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
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
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
F••••••••• F••••••••• L••independent RIARAUM $543Mlow 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
S•••••••• C•••••• P•••••••• L•asset managerRAUM $400Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 4.0 to 12.0 (+200.0%) between the annual amendments of 2025-03-25 and 2026-03-31; the peer median change was 0.0% (731 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (731)100% percentileconfidence 0.85
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
E••••••• C•••••• P•••••••• L••asset managerRAUM $96.0Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 83.0% to 22.0% between the annual amendments of 2025-03-26 and 2026-03-31
filing Mar 31, 2026peers: asset managers, under $100M (329)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 $160MHNW share shiftChange between filings
HNW share of RAUM moved from 100.0% to 0.0% 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
S••••• 2• A•••••••• L•••asset managerRAUM $913Mlow discretionary shareStatic outlier
discretionary share of RAUM of 6% against a peer median of 100% (784 comparable advisers, 2.0th percentile, 31.8 robust deviations)
filing Mar 31, 2026peers: asset managers, $500M to $1B (784)1.8% percentile31.8 robust deviationsconfidence 0.8
P•••••• U•• L••••••asset managerRAUM $1.1Blow 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
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
T••••••••• C•••••• S•••••••• L••asset managerRAUM $558Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (784 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 31, 2026peers: asset managers, $500M to $1B (784)0.0% percentile33.7 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
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
A• G••••• A••••••• L••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
A•••• P•••••• W•••••independent RIARAUM $405Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 202.0 to 606.0 (+200.0%) between the annual amendments of 2025-02-04 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% percentile22.1 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
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
A••••• R••••••••• P••• A•••••••• L••otherRAUM $1.5Blow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (248 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 31, 2026peers: other advisers, $1B to $5B (248)0.0% percentile33.7 robust deviationsconfidence 0.8
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
N••••••• R••• E••••• I••••••••• M••••••••• L••asset managerRAUM $690Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (784 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 31, 2026peers: asset managers, $500M to $1B (784)0.0% percentile33.7 robust deviationsconfidence 0.8
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
P••••••• G••••• I••••••••asset managerRAUM $3.0Blow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (1506 comparable advisers, 2.0th percentile, 33.6 robust deviations)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,506)2.0% percentile33.6 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
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••••••••• 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
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
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
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••••• P•••••• • P•••••••• L••asset managerRAUM $799Mlarge related person networkStatic outlier
related persons on Schedule D 7.A of 98.0 against a peer median of 5.0 (338 comparable advisers, 99.0th percentile, 31.4 robust deviations)
filing Mar 31, 2026peers: asset managers, $500M to $1B (338)99% percentile31.4 robust deviationsconfidence 0.8
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
T•• M••••••••• L•asset managerRAUM $6.7Bhigh institutional concentrationStatic outlier
institutional share of RAUM of 34% against a peer median of 0% (685 comparable advisers, 98.0th percentile, 11.4 robust deviations)
filing Mar 31, 2026peers: asset managers, $5B to $20B (685)98% percentile11.4 robust deviationsconfidence 0.8
A••••• A•••• M••••••••• L••mixed wealthRAUM $8.4Bhigh institutional concentrationStatic outlier
institutional share of RAUM of 74% against a peer median of 4% (289 comparable advisers, 99.0th percentile, 13.8 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (289)99% percentile13.8 robust deviationsconfidence 0.8
R•••• R••• A•••• M••••••••• L••asset managerRAUM $9.9Bhigh institutional concentrationStatic outlier
institutional share of RAUM of 34% against a peer median of 0% (685 comparable advisers, 98.0th percentile, 11.4 robust deviations)
filing Mar 31, 2026peers: asset managers, $5B to $20B (685)98% percentile11.4 robust deviationsconfidence 0.8
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
H••••• • S••••• A••••••• S••••••• L••otherRAUM $450Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 88% against a peer median of 0% (212 comparable advisers, 100.0th percentile, 29.5 robust deviations)
filing Mar 31, 2026peers: other advisers, $100M to $500M (212)100% percentile29.5 robust deviationsconfidence 0.8
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
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
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
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
W••••••••• D•••••• M••••••••• I•••asset managerRAUM $766MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $128,971,606 to $766,045,400 (+494.0%) between the annual amendments of 2025-03-26 and 2026-03-31; the peer median change was +8.0% (671 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (671)100% percentile20.4 robust deviationsconfidence 0.85

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