What stands out against comparable advisers

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8,320 anomalies

NEW HOLLAND CAPITAL, LLCasset 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
ALGORITHMIC INVESTMENT MODELSotherRAUM $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
LEAR INVESTMENT MANAGEMENTmixed wealthRAUM $1.2Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 305.0 to 945.0 (+210.0%) between the annual amendments of 2025-04-28 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% percentile24.1 robust deviationsconfidence 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
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
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
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
Q•••••••• C•••••• M••••••••• L•independent RIARAUM $61Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 2,539.0 to 8,264.0 (+225.0%) between the annual amendments of 2025-04-25 and 2026-03-31; the peer median change was +7.0% (76 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $20B and over (76)99% percentile17.0 robust deviationsconfidence 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
S••••independent RIARAUM $798,408account count surgeChange between filings
accounts (Item 5.F.2.f) moved from 465.0 to 1,246.0 (+168.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +2.0% (132 comparable advisers, 95.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, under $100M (132)95% percentile8.7 robust deviationsconfidence 0.85
B•••••••• A••••••• L••asset managerRAUM $3.3Bemployee count surgeChange between filings
employees (Item 5.A) moved from 12.0 to 25.0 (+108.0%) between the annual amendments of 2025-03-31 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% percentile9.5 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
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
E••independent RIARAUM $74.9Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) 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 0.0% (117 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, under $100M (117)99% percentile95.5 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
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
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••••independent RIARAUM $5.0Badvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 52.0 to 133.0 (+156.0%) between the annual amendments of 2025-04-08 and 2026-03-31; the peer median change was +6.0% (220 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (220)100% percentile12.4 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
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
F•••••• A•••••••independent RIARAUM $1.0Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 1,388.0 to 2,815.0 (+103.0%) between the annual amendments of 2025-04-04 and 2026-03-31; the peer median change was +5.0% (1132 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,132)98% percentile13.6 robust deviationsconfidence 0.85
S••••independent RIARAUM $5.0BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $1,295,318,161 to $5,001,044,474 (+286.0%) between the annual amendments of 2025-04-08 and 2026-03-31; the peer median change was +18.0% (271 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (271)100% percentile17.8 robust deviationsconfidence 0.85
M•• F•••••••• S•••••••• L••independent 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
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
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
N••••••• R••• E••••• I••••••••• M••••••••• L••asset managerRAUM $690MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $225,804,456 to $690,133,395 (+206.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +8.0% (671 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (671)98% percentile8.3 robust deviationsconfidence 0.85
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
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
M•• C•••••• M••••••••• L••independent RIARAUM $52Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 93.0% to 68.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $20B and over (84)confidence 0.85
S••••••••• A•••• M••••••••• G•••• L••independent RIARAUM $28Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 64.0% to 84.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $20B and over (84)confidence 0.85
S•••••• C•••••• M•••••••••mixed wealthRAUM $6.5Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 76.0% to 95.0% 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
G••••••••• I••••••••• A•••••••• L••otherRAUM $841Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 51.0% to 68.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: other advisers, $500M to $1B (95)confidence 0.85
W•••••• M•••••• A•••••••• I•••independent RIARAUM $498Mvery high RAUM per advisorStatic outlier
RAUM per registered advisor of $165,900,684 against a peer median of $55,746,441 (3262 comparable advisers, 100.0th percentile, 3.8 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,262)100% percentile3.8 robust deviationsconfidence 0.8
T•• W••••••••• G•• L••independent RIARAUM $474MHNW share shiftChange between filings
HNW share of RAUM moved from 81.0% to 62.0% between the annual amendments of 2025-03-14 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
A•• C•••••• M••••••••• L•otherRAUM $3.0Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 100.0% to 77.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: other advisers, $1B to $5B (248)confidence 0.85
S••••••• P•••••• W••••• L••independent RIARAUM $124MHNW share shiftChange between filings
HNW share of RAUM moved from 85.0% to 70.0% 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
H•••••• I••••••••• S•••••••• L••independent RIARAUM $758MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $534,204,368 to $758,399,399 (+42.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +16.0% (1382 comparable advisers, 91.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,382)91% percentile2.7 robust deviationsconfidence 0.85
F••• P•••• C•••••• P••••••• L••independent RIARAUM $2.9BRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $2,002,678,000 to $2,894,516,636 (+45.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +17.0% (1298 comparable advisers, 91.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,298)91% percentile2.8 robust deviationsconfidence 0.85
K••• K••••••asset managerRAUM $268MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $179,426,000 to $268,357,000 (+50.0%) between the annual amendments of 2025-03-18 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 91.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)91% percentile1.9 robust deviationsconfidence 0.85
F••• W••••• M••••••••• L••independent RIARAUM $282Mclient mix shiftChange between filings
private-client share of RAUM moved from 89.0% to 65.0% between the annual amendments of 2025-03-13 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
R••••••••• A•••• M••••••••• L••independent RIARAUM $218Mclient mix shiftChange between filings
private-client share of RAUM moved from 94.0% to 76.0% 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
I••••••••• F•••••••• P•••••••BD affiliatedRAUM $16Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 90.0% to 71.0% between the annual amendments of 2025-03-24 and 2026-03-31
filing Mar 31, 2026peers: affiliated wealth managers, $5B to $20B (53)confidence 0.85
O•••••• C•••••••••independent RIARAUM $2.2Bclient mix shiftChange between filings
private-client share of RAUM moved from 51.0% to 67.0% 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•••••••• A•••••••• I•••independent RIARAUM $97.1MHNW share shiftChange between filings
HNW share of RAUM moved from 56.0% to 38.0% between the annual amendments of 2025-01-31 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
B•••••••• F•••••••• A••••••• G••••• L••independent RIARAUM $333Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 85.0% to 100.0% between the annual amendments of 2025-03-24 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
V•••••• C•••••• M••••••••• I•••independent RIARAUM $1.8BRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $1,239,087,574 to $1,810,752,988 (+46.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +17.0% (1298 comparable advisers, 92.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,298)92% percentile3.0 robust deviationsconfidence 0.85
G•••••• S•••• • C•• L••wirehouseRAUM $134Bclient mix shiftChange between filings
private-client share of RAUM moved from 19.0% to 38.0% between the annual amendments of 2025-04-01 and 2026-03-31
filing Mar 31, 2026peers: wirehouses and national broker-dealer RIAs (17)confidence 0.85
S••••• L••• C••••••• L••independent RIARAUM $1.3Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 29.0% to 50.0% between the annual amendments of 2025-03-27 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.85
T•••••••• P•••••••• L••independent RIARAUM $569Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 39.0% to 19.0% 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••••••••• A•••• M•••••••••asset managerRAUM $526MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $729,144,064 to $526,360,108 (-28.0%) between the annual amendments of 2025-03-25 and 2026-03-31; the peer median change was +8.0% (671 comparable advisers, 7.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (671)6.7% percentile1.5 robust deviationsconfidence 0.85
B••••••••• F•••••••• G••••• L••independent RIARAUM $659Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 7.0% to 25.0% between the annual amendments of 2025-04-30 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85
B• R•••• W••••• P•••••• S•••••asset managerRAUM $47.6Madvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 6.0 to 4.0 (-33.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (4 comparable advisers, 0.0th percentile of changes); IAPD lists 3 advisers registered here today
filing Mar 31, 2026peers: asset managers, under $100M (4)0.0% percentileconfidence 0.85
L•••••• F•••••••• I••••••••• C•••••••••asset managerRAUM $102Bemployee count dropChange between filings
employees (Item 5.A) moved from 123.0 to 86.0 (-30.0%) between the annual amendments of 2025-03-25 and 2026-03-31; the peer median change was +3.0% (461 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (461)2.4% percentile3.3 robust deviationsconfidence 0.85
3• C•••••• M••••••••• L••otherRAUM $113Mclient mix shiftChange between filings
private-client share of RAUM moved from 34.0% to 15.0% between the annual amendments of 2025-03-26 and 2026-03-31
filing Mar 31, 2026peers: other advisers, $100M to $500M (212)confidence 0.85
B••••••••• M•••••••••asset managerRAUM $294MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $536,979,841 to $294,443,559 (-45.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 4.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)4.3% percentile2.1 robust deviationsconfidence 0.85
N•••independent RIARAUM $312MHNW share shiftChange between filings
HNW share of RAUM moved from 81.0% to 56.0% between the annual amendments of 2025-03-29 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
A••••• G••••• A•••• M••••••••• L••mixed wealthRAUM $452Mclient mix shiftChange between filings
private-client share of RAUM moved from 51.0% to 30.0% 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
P••••••• F••••••••• I•••independent RIARAUM $176MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $125,956,168 to $175,860,431 (+40.0%) between the annual amendments of 2025-03-22 and 2026-03-31; the peer median change was +15.0% (4546 comparable advisers, 92.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (4,546)92% percentile2.4 robust deviationsconfidence 0.85
C•••••• G••••independent RIARAUM $124Mclient mix shiftChange between filings
private-client share of RAUM moved from 76.0% to 51.0% 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

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