DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

ADV anomalies

What stands out against comparable advisers

Each row is a reported value or a change between two filings that a person should look at, with the peer group it was compared against (segment by RAUM band, at least thirty advisers), the peer median, the percentile, and the filing it was read from. Static outliers sit at or beyond the 2nd or 98th percentile and three robust deviations from the peer median; changes clear a base-size threshold and sit in the top or bottom decile of changes among peers, so a market year does not flag every adviser. Data quality rows (values that are likely filing errors) are kept apart and hidden unless asked for. None of this is a conclusion about a firm; it is where to look.

  • VANTAGE INFRASTRUCTURE (USA) INC.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, 8.3 robust deviations)
    filing Aug 5, 2026peers: asset managers, $1B to $5B (1,506)98% percentile8.3 robust deviationsconfidence 0.8
  • MAYFLOWER ADVISORSmixed wealthRAUM $5.8Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 76% against a peer median of 4% (289 comparable advisers, 100.0th percentile, 14.2 robust deviations)
    filing Aug 5, 2026peers: independent wealth managers, $5B to $20B (289)100% percentile14.2 robust deviationsconfidence 0.8
  • DUNBAR ASSOCIATES, LLCmixed wealthRAUM $307Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 47% against a peer median of 0% (5676 comparable advisers, 99.0th percentile, 15.9 robust deviations)
    filing Aug 5, 2026peers: independent wealth managers, $100M to $500M (5,676)99% percentile15.9 robust deviationsconfidence 0.8
  • TAYLOR HOFFMAN CAPITAL MANAGEMENTindependent RIARAUM $470Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $156,516,314 against a peer median of $55,731,856 (3254 comparable advisers, 100.0th percentile, 3.5 robust deviations)
    filing Aug 5, 2026peers: independent wealth managers, $100M to $500M (3,254)100% percentile3.5 robust deviationsconfidence 0.8
  • THE L. WARNER COMPANIES, INCindependent RIARAUM $802Mhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 4.2 against a peer median of 1.4 (950 comparable advisers, 100.0th percentile, 7.1 robust deviations)
    filing Aug 5, 2026peers: independent wealth managers, $500M to $1B (950)100% percentile7.1 robust deviationsconfidence 0.8
  • GREYCOURT & CO., INC.independent RIARAUM $6.6Blow discretionary shareStatic outlier
    discretionary share of RAUM of 1% against a peer median of 97% (289 comparable advisers, 0.0th percentile, 23.9 robust deviations)
    filing Aug 4, 2026peers: independent wealth managers, $5B to $20B (289)0.3% percentile23.9 robust deviationsconfidence 0.8
  • MBX INVESTORS LLCasset managerRAUM $460Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (1567 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Aug 4, 2026peers: asset managers, $100M to $500M (1,567)0.0% percentile33.7 robust deviationsconfidence 0.8
  • ALIGN VENTURESasset managerRAUM $2.5Bmany private funds relative to firm sizeStatic outlier
    private funds per $1B of RAUM of 36.9 against a peer median of 4.3 (953 comparable advisers, 99.0th percentile, 10.5 robust deviations)
    filing Aug 4, 2026peers: asset managers, $1B to $5B (953)99% percentile10.5 robust deviationsconfidence 0.8
  • CROSSMARK WEALTH MANAGEMENT, LLCmixed wealthRAUM $1.2Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 71% against a peer median of 3% (1362 comparable advisers, 99.0th percentile, 17.0 robust deviations)
    filing Aug 4, 2026peers: independent wealth managers, $1B to $5B (1,362)99% percentile17.0 robust deviationsconfidence 0.8
  • MORGAN STANLEY REAL ESTATE ADVISOR, INC.no RAUMlarge related person networkStatic outlier
    related persons on Schedule D 7.A of 100.0 against a peer median of 8.0 (86 comparable advisers, 100.0th percentile, 15.5 robust deviations)
    filing Aug 4, 2026peers: other advisers, under $100M (86)100% percentile15.5 robust deviationsconfidence 0.7
  • GREYCOURT & CO., INC.independent RIARAUM $6.6Bunusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $128,026,434 against a peer median of $4,554,235 (279 comparable advisers, 99.0th percentile, 37.8 robust deviations)
    filing Aug 4, 2026peers: independent wealth managers, $5B to $20B (279)99% percentile37.8 robust deviationsconfidence 0.8
  • WAYPOINT WEALTH COUNSEL LLCindependent RIARAUM $433Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $144,423,572 against a peer median of $55,731,856 (3254 comparable advisers, 98.0th percentile, 3.1 robust deviations)
    filing Aug 4, 2026peers: independent wealth managers, $100M to $500M (3,254)98% percentile3.1 robust deviationsconfidence 0.8
  • KITTYHAWK VENTURES, LLCasset managerRAUM $184Mmany private funds relative to firm sizeStatic outlier
    private funds per $1B of RAUM of 146.7 against a peer median of 20.7 (712 comparable advisers, 98.0th percentile, 9.6 robust deviations)
    filing Aug 3, 2026peers: asset managers, $100M to $500M (712)98% percentile9.6 robust deviationsconfidence 0.8
  • CAMBIAR INVESTORS, LLCindependent RIARAUM $2.9Bunusually high clients per advisorStatic outlier
    private clients per advisor of 1,751.3 against a peer median of 64.5 (1151 comparable advisers, 100.0th percentile, 41.2 robust deviations)
    filing Aug 3, 2026peers: independent wealth managers, $1B to $5B (1,151)100% percentile41.2 robust deviationsconfidence 0.8
  • ACORNSindependent RIARAUM $13Bunusually high clients per advisorStatic outlier
    private clients per advisor of 582,737.8 against a peer median of 61.3 (231 comparable advisers, 100.0th percentile, 999.0 robust deviations)
    filing Aug 3, 2026peers: independent wealth managers, $5B to $20B (231)100% percentileover 999 robust deviationsconfidence 0.8
  • CARDIFF PARK ADVISORSindependent RIARAUM $3.0Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 99% (1362 comparable advisers, 0.0th percentile, 33.2 robust deviations)
    filing Aug 3, 2026peers: independent wealth managers, $1B to $5B (1,362)0.0% percentile33.2 robust deviationsconfidence 0.8
  • GLD ADVISORS, LLCasset managerRAUM $257Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (1567 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Aug 3, 2026peers: asset managers, $100M to $500M (1,567)0.0% percentile33.7 robust deviationsconfidence 0.8
  • ACORNSindependent RIARAUM $13Bhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 21.6 against a peer median of 1.9 (241 comparable advisers, 99.0th percentile, 25.4 robust deviations)
    filing Aug 3, 2026peers: independent wealth managers, $5B to $20B (241)99% percentile25.4 robust deviationsconfidence 0.8
  • CAMBIAR INVESTORS, LLCindependent RIARAUM $2.9Bvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $974,470,702 against a peer median of $146,690,280 (1222 comparable advisers, 99.0th percentile, 8.4 robust deviations)
    filing Aug 3, 2026peers: independent wealth managers, $1B to $5B (1,222)99% percentile8.4 robust deviationsconfidence 0.8
  • WHARTON BUSINESS GROUP, LLCindependent RIARAUM $4.6Bunusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $47,672,833 against a peer median of $3,646,459 (1309 comparable advisers, 99.0th percentile, 21.8 robust deviations)
    filing Aug 1, 2026peers: independent wealth managers, $1B to $5B (1,309)99% percentile21.8 robust deviationsconfidence 0.8
  • WHARTON BUSINESS GROUP, LLCindependent RIARAUM $4.6Bvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $1,522,020,458 against a peer median of $146,690,280 (1222 comparable advisers, 100.0th percentile, 13.9 robust deviations)
    filing Aug 1, 2026peers: independent wealth managers, $1B to $5B (1,222)100% percentile13.9 robust deviationsconfidence 0.8
  • SOFI WEALTH LLCBD affiliatedRAUM $2.0Bunusually high clients per advisorStatic outlier
    private clients per advisor of 2,352.0 against a peer median of 50.0 (54 comparable advisers, 100.0th percentile, 71.3 robust deviations)
    filing Jul 31, 2026peers: affiliated wealth managers, $1B to $5B (54)100% percentile71.3 robust deviationsconfidence 0.7
  • UBS ASSET MANAGEMENT (AMERICAS) LLCmixed wealthRAUM $588Bvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $18,381,863,066 against a peer median of $548,735,690 (67 comparable advisers, 98.0th percentile, 29.0 robust deviations)
    filing Jul 31, 2026peers: independent wealth managers, $20B and over (67)98% percentile29.0 robust deviationsconfidence 0.7
  • EAGLE STRATEGIES LLCBD affiliatedRAUM $32Blow discretionary shareStatic outlier
    discretionary share of RAUM of 5% against a peer median of 94% (50 comparable advisers, 0.0th percentile, 9.6 robust deviations)
    filing Jul 31, 2026peers: affiliated wealth managers, $20B and over (50)0.0% percentile9.6 robust deviationsconfidence 0.7
  • MYCIO WEALTH PARTNERS, LLCindependent RIARAUM $16Blow discretionary shareStatic outlier
    discretionary share of RAUM of 4% against a peer median of 97% (289 comparable advisers, 1.0th percentile, 23.1 robust deviations)
    filing Jul 31, 2026peers: independent wealth managers, $5B to $20B (289)1.0% percentile23.1 robust deviationsconfidence 0.8
  • PRACTICE FINANCIAL GROUPmixed wealthRAUM $437Mhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 4.0 against a peer median of 1.2 (1314 comparable advisers, 99.0th percentile, 9.4 robust deviations)
    filing Jul 31, 2026peers: independent wealth managers, $100M to $500M (1,314)99% percentile9.4 robust deviationsconfidence 0.8
  • SERAPH CAPITAL ASSOCIATES, LLCmixed wealthRAUM $90.3Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 60% against a peer median of 0% (310 comparable advisers, 100.0th percentile, 20.3 robust deviations)
    filing Jul 31, 2026peers: independent wealth managers, under $100M (310)100% percentile20.3 robust deviationsconfidence 0.8
  • PRACTICE FINANCIAL GROUPmixed wealthRAUM $437Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 65% against a peer median of 0% (5676 comparable advisers, 100.0th percentile, 21.9 robust deviations)
    filing Jul 31, 2026peers: independent wealth managers, $100M to $500M (5,676)100% percentile21.9 robust deviationsconfidence 0.8
  • RETIREMENT PLAN ADVISORS, LLCmixed wealthRAUM $3.5Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 74% against a peer median of 3% (1362 comparable advisers, 99.0th percentile, 17.9 robust deviations)
    filing Jul 30, 2026peers: independent wealth managers, $1B to $5B (1,362)99% percentile17.9 robust deviationsconfidence 0.8
  • BLACKSTONE IRELAND FUND MANAGEMENT LIMITEDasset managerRAUM $2.5Blarge related person networkStatic outlier
    related persons on Schedule D 7.A of 86.0 against a peer median of 7.0 (850 comparable advisers, 98.0th percentile, 17.8 robust deviations)
    filing Jul 30, 2026peers: asset managers, $1B to $5B (850)98% percentile17.8 robust deviationsconfidence 0.8
  • FINANCIAL INDEPENDENCE, LLCindependent RIARAUM $288Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (5676 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Jul 30, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
  • BLACKSTONE LIQUID CREDIT STRATEGIES LLCotherRAUM $19Blarge related person networkStatic outlier
    related persons on Schedule D 7.A of 86.0 against a peer median of 12.0 (63 comparable advisers, 98.0th percentile, 10.0 robust deviations)
    filing Jul 30, 2026peers: other advisers, $5B to $20B (63)98% percentile10.0 robust deviationsconfidence 0.7
  • CANOPY PARTNERSindependent RIARAUM $869Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $289,671,697 against a peer median of $106,309,121 (1261 comparable advisers, 99.0th percentile, 3.2 robust deviations)
    filing Jul 30, 2026peers: independent wealth managers, $500M to $1B (1,261)99% percentile3.2 robust deviationsconfidence 0.8
  • REBALANCE LLCindependent RIARAUM $1.9Bhigh office count relative to headcountStatic outlier
    offices per registered advisor of 1.2 against a peer median of 0.3 (530 comparable advisers, 98.0th percentile, 3.9 robust deviations)
    filing Jul 30, 2026peers: independent wealth managers, $1B to $5B (530)98% percentile3.9 robust deviationsconfidence 0.8
  • STEPSTONE GROUP LPasset managerRAUM $108Bmany private funds relative to firm sizeStatic outlier
    private funds per $1B of RAUM of 3.8 against a peer median of 0.7 (305 comparable advisers, 99.0th percentile, 3.2 robust deviations)
    filing Jul 30, 2026peers: asset managers, $20B and over (305)99% percentile3.2 robust deviationsconfidence 0.8
  • ASIA ALTERNATIVES MANAGEMENT LLCasset managerRAUM $13Bmany private funds relative to firm sizeStatic outlier
    private funds per $1B of RAUM of 9.9 against a peer median of 2.0 (467 comparable advisers, 98.0th percentile, 4.6 robust deviations)
    filing Jul 29, 2026peers: asset managers, $5B to $20B (467)98% percentile4.6 robust deviationsconfidence 0.8
  • ADVUS FINANCIAL PARTNERS, LLCmixed wealthRAUM $4.0Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 76% against a peer median of 3% (1362 comparable advisers, 100.0th percentile, 18.1 robust deviations)
    filing Jul 28, 2026peers: independent wealth managers, $1B to $5B (1,362)100% percentile18.1 robust deviationsconfidence 0.8
  • BROADSHORE CAPITAL PARTNERS, LLCotherRAUM $982Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (95 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Jul 28, 2026peers: other advisers, $500M to $1B (95)0.0% percentile33.7 robust deviationsconfidence 0.7
  • MVP MANAGER LLCasset managerRAUM $2.8Blow 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 Jul 28, 2026peers: asset managers, $1B to $5B (1,506)0.0% percentile33.7 robust deviationsconfidence 0.8
  • KLINGENSTEIN FIELDS ADVISORSindependent RIARAUM $4.7Bhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 7.8 against a peer median of 1.5 (1101 comparable advisers, 99.0th percentile, 13.0 robust deviations)
    filing Jul 28, 2026peers: independent wealth managers, $1B to $5B (1,101)99% percentile13.0 robust deviationsconfidence 0.8
  • MVP MANAGER LLCasset managerRAUM $2.8Bmany private funds relative to firm sizeStatic outlier
    private funds per $1B of RAUM of 43.1 against a peer median of 4.3 (953 comparable advisers, 99.0th percentile, 12.4 robust deviations)
    filing Jul 28, 2026peers: asset managers, $1B to $5B (953)99% percentile12.4 robust deviationsconfidence 0.8
  • KLINGENSTEIN FIELDS ADVISORSindependent RIARAUM $4.7Bvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $939,766,660 against a peer median of $146,690,280 (1222 comparable advisers, 99.0th percentile, 8.0 robust deviations)
    filing Jul 28, 2026peers: independent wealth managers, $1B to $5B (1,222)99% percentile8.0 robust deviationsconfidence 0.8
  • QUINBROOK INFRASTRUCTURE PARTNERS LLCasset managerRAUM $9.0Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (684 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Jul 28, 2026peers: asset managers, $5B to $20B (684)0.0% percentile33.7 robust deviationsconfidence 0.8
  • ASHFORD CAPITAL MANAGEMENT INCmixed wealthRAUM $966Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $321,944,354 against a peer median of $106,309,121 (1261 comparable advisers, 100.0th percentile, 3.8 robust deviations)
    filing Jul 28, 2026peers: independent wealth managers, $500M to $1B (1,261)100% percentile3.8 robust deviationsconfidence 0.8
  • GLOBAL KANDOR ADVISORS, LLCindependent RIARAUM $483Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $9,222,125 against a peer median of $2,404,040 (4940 comparable advisers, 99.0th percentile, 4.6 robust deviations)
    filing Jul 28, 2026peers: independent wealth managers, $100M to $500M (4,940)99% percentile4.6 robust deviationsconfidence 0.8
  • GLOBAL KANDOR ADVISORS, LLCindependent RIARAUM $483Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $161,109,689 against a peer median of $55,731,856 (3254 comparable advisers, 100.0th percentile, 3.7 robust deviations)
    filing Jul 28, 2026peers: independent wealth managers, $100M to $500M (3,254)100% percentile3.7 robust deviationsconfidence 0.8
  • ASHFORD CAPITAL MANAGEMENT INCmixed wealthRAUM $966Munusually large average accountStatic outlier
    RAUM per account of $10,166,664 against a peer median of $610,947 (1443 comparable advisers, 99.0th percentile, 6.4 robust deviations)
    filing Jul 28, 2026peers: independent wealth managers, $500M to $1B (1,443)99% percentile6.4 robust deviationsconfidence 0.8
  • MANAGED ACCOUNT ADVISORS LLCindependent RIARAUM $995Bunusually high clients per advisorStatic outlier
    private clients per advisor of 54,368.5 against a peer median of 82.6 (56 comparable advisers, 100.0th percentile, 641.6 robust deviations)
    filing Jul 27, 2026peers: independent wealth managers, $20B and over (56)100% percentile641.6 robust deviationsconfidence 0.7
  • WELLINGTON CONSULTING SERVICES INCindependent RIARAUM $1.7Bunusually high clients per advisorStatic outlier
    private clients per advisor of 1,036.0 against a peer median of 64.5 (1151 comparable advisers, 99.0th percentile, 23.7 robust deviations)
    filing Jul 27, 2026peers: independent wealth managers, $1B to $5B (1,151)99% percentile23.7 robust deviationsconfidence 0.8
  • SYON CAPITAL LLCindependent RIARAUM $4.4Bunusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $66,954,202 against a peer median of $3,646,459 (1309 comparable advisers, 100.0th percentile, 31.4 robust deviations)
    filing Jul 27, 2026peers: independent wealth managers, $1B to $5B (1,309)100% percentile31.4 robust deviationsconfidence 0.8
  • GADSDENasset managerRAUM $162Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (1567 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Jul 27, 2026peers: asset managers, $100M to $500M (1,567)0.0% percentile33.7 robust deviationsconfidence 0.8
  • GOANNA CAPITAL MANAGEMENT LLCasset managerRAUM $1.9Bmany private funds relative to firm sizeStatic outlier
    private funds per $1B of RAUM of 30.7 against a peer median of 4.3 (953 comparable advisers, 99.0th percentile, 8.5 robust deviations)
    filing Jul 27, 2026peers: asset managers, $1B to $5B (953)99% percentile8.5 robust deviationsconfidence 0.8
  • LONE PEAK GLOBAL INVESTORS, LLCmixed wealthRAUM $598Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 51% against a peer median of 2% (1482 comparable advisers, 98.0th percentile, 16.8 robust deviations)
    filing Jul 27, 2026peers: independent wealth managers, $500M to $1B (1,482)98% percentile16.8 robust deviationsconfidence 0.8
  • MANAGED ACCOUNT ADVISORS LLCindependent RIARAUM $995Bvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $38,268,840,583 against a peer median of $548,735,690 (67 comparable advisers, 100.0th percentile, 61.3 robust deviations)
    filing Jul 27, 2026peers: independent wealth managers, $20B and over (67)100% percentile61.3 robust deviationsconfidence 0.7
  • MANAGED ACCOUNT ADVISORS LLCindependent RIARAUM $995Blarge related person networkStatic outlier
    related persons on Schedule D 7.A of 39.0 against a peer median of 11.0 (55 comparable advisers, 98.0th percentile, 3.1 robust deviations)
    filing Jul 27, 2026peers: independent wealth managers, $20B and over (55)98% percentile3.1 robust deviationsconfidence 0.7
  • MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLCasset managerRAUM $526Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 32% against a peer median of 0% (784 comparable advisers, 99.0th percentile, 10.9 robust deviations)
    filing Jul 26, 2026peers: asset managers, $500M to $1B (784)99% percentile10.9 robust deviationsconfidence 0.8
  • MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLCasset managerRAUM $526Munusual affiliate densityStatic outlier
    distinct affiliate types checked on Item 7.A of 6.0 against a peer median of 2.0 (335 comparable advisers, 99.0th percentile, 5.4 robust deviations)
    filing Jul 26, 2026peers: asset managers, $500M to $1B (335)99% percentile5.4 robust deviationsconfidence 0.8
  • MATISSE CAPITALmixed wealthRAUM $1.6Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 65% against a peer median of 3% (1362 comparable advisers, 98.0th percentile, 15.4 robust deviations)
    filing Jul 24, 2026peers: independent wealth managers, $1B to $5B (1,362)98% percentile15.4 robust deviationsconfidence 0.8
  • RELATION WEALTH MANAGEMENT, INC.mixed wealthRAUM $541Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 55% against a peer median of 2% (1482 comparable advisers, 99.0th percentile, 18.0 robust deviations)
    filing Jul 24, 2026peers: independent wealth managers, $500M to $1B (1,482)99% percentile18.0 robust deviationsconfidence 0.8
  • JAKE CARRIS FINANCIAL PLANNINGindependent RIARAUM $110Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (5676 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Jul 24, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
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8,370 anomalies match.