What stands out against comparable advisers

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8,320 anomalies

CAPSTONE WEALTH ADVISORS, LLCindependent RIARAUM $102MHNW share shiftChange between filings
HNW share of RAUM moved from 57.0% to 73.0% 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
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.independent RIARAUM $423MHNW share shiftChange between filings
HNW share of RAUM moved from 36.0% to 55.0% 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
FIDELIS WEALTH ADVISORSindependent RIARAUM $210MHNW share shiftChange between filings
HNW share of RAUM moved from 56.0% to 71.0% between the annual amendments of 2025-03-26 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
T••••• F••••••••• L••independent RIARAUM $542MHNW share shiftChange between filings
HNW share of RAUM moved from 57.0% to 76.0% between the annual amendments of 2025-03-21 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85
T••••••• F•••••••• P•••••••independent RIARAUM $288MHNW share shiftChange between filings
HNW share of RAUM moved from 70.0% to 88.0% between the annual amendments of 2025-03-11 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
O•••••••• W••••• M•••••••••independent RIARAUM $150MHNW share shiftChange between filings
HNW share of RAUM moved from 45.0% to 64.0% between the annual amendments of 2025-03-18 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
V•••••independent RIARAUM $214MHNW share shiftChange between filings
HNW share of RAUM moved from 41.0% to 59.0% between the annual amendments of 2025-04-21 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
3• C•••••• M••••••••• L••otherRAUM $113MHNW share shiftChange between filings
HNW 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
G•••••• S•••• • C•• L••wirehouseRAUM $134BHNW share shiftChange between filings
HNW 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
C•••• • A••••••••• I•••BD affiliatedRAUM $181MHNW share shiftChange between filings
HNW share of RAUM moved from 38.0% to 54.0% between the annual amendments of 2025-04-25 and 2026-03-31
filing Mar 31, 2026peers: affiliated wealth managers (187)confidence 0.85
L•• E••••••••• L••BD affiliatedRAUM $25BHNW share shiftChange between filings
HNW share of RAUM moved from 30.0% to 51.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: affiliated wealth managers, $20B and over (50)confidence 0.85
F••••••• C•••••• M••••••••• C• L••otherRAUM $9.6Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 48.0% to 67.0% 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
C••••••••• I••••••••• C••••••••• L••otherRAUM $14Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 18.0% to 1.0% 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
A•• C•••••• M••••••••• L•otherRAUM $3.0Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 48.0% to 64.0% 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
M•• C•••••• M••••••••• L••independent RIARAUM $52Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 4.0% to 29.0% 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
I•••••• A•••• M••••••••• L•••asset managerRAUM $188Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 38.0% to 18.0% 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
F•• I••••••••• A•••••••asset managerRAUM $8.6Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 47.0% to 26.0% between the annual amendments of 2025-04-01 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $5B to $20B (685)confidence 0.85
L•••• C•••••• S••••••••• L•••independent RIARAUM $1.7Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 5.0% to 21.0% 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
C•• P•••••••asset managerRAUM $26Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 81.0% to 96.0% 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
C•••••••• C•••••• P•••••••• L••otherRAUM $1.7Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 19.0% to 37.0% 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
K•• C•••••• P•••••••asset managerRAUM $26Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 18.0% to 0.0% 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
A••••• G••••• M••••••••• L•otherRAUM $369Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 78.0% to 93.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: other advisers, $100M to $500M (212)confidence 0.85
I••••••• C•••••• P•••••••asset managerRAUM $7.2Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 42.0% to 59.0% 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
K••••••••• E••••• M••••••••• C••••••• L••asset managerRAUM $6.3Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 0.0% to 15.0% between the annual amendments of 2025-04-30 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $5B to $20B (685)confidence 0.85
S•••••• G••••• C•••••• P••••••• L••otherRAUM $4.7Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 19.0% to 41.0% between the annual amendments of 2025-03-25 and 2026-03-31
filing Mar 31, 2026peers: other advisers, $1B to $5B (248)confidence 0.85
C••••• C•••••• I••••••••• A•••••••• L••otherRAUM $336Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 29.0% to 49.0% between the annual amendments of 2025-04-17 and 2026-03-31
filing Mar 31, 2026peers: other advisers, $100M to $500M (212)confidence 0.85
C••••••• G••••• L••otherRAUM $9.8Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 20.0% to 36.0% 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
I•••••• A•••••••independent RIARAUM $444Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 57.0% to 39.0% 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
B•••••••••asset managerRAUM $1.5Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 41.0% to 25.0% between the annual amendments of 2025-03-24 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,506)confidence 0.85
S••••• G•••• M••••••••• L••asset managerRAUM $199Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 49.0% to 33.0% 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••• I••••••••• A••••••• L••••••otherRAUM $2.8Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 97.0% to 79.0% 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
G••••••• A•••• M••••••••• L••••••asset managerRAUM $5.9Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 28.0% to 9.0% between the annual amendments of 2025-03-27 and 2026-03-31
filing Mar 31, 2026peers: asset managers, $5B to $20B (685)confidence 0.85
T•••• L••• P•••••••• L••otherRAUM $6.0Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 49.0% to 70.0% 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
W••••• C•••••• A•••• M••••••••• L••independent RIARAUM $71.0Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 23.0% to 3.0% between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
B•••••• • C•••••• L••independent RIARAUM $130Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 0.0% to 17.0% between the annual amendments of 2025-03-05 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
V••••••• C•••••• A••••••• L••institutionalRAUM $2.1Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 100.0% to 81.0% between the annual amendments of 2025-03-30 and 2026-03-31
filing Mar 31, 2026peers: institutional managers, $1B to $5B (121)confidence 0.85
A••• C•••••• M••••••••• L•mixed wealthRAUM $335Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 0.0% to 17.0% 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
3• C•••••• M••••••••• L••otherRAUM $113Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 1.0% to 17.0% 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
R••••••• C•••••• F••••asset managerRAUM $1.8Boffice count dropChange between filings
offices other than the principal office (Item 1.F.5) moved from 5.0 to 3.0 (-40.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (139 comparable advisers, 6.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (139)5.8% percentile3.5 robust deviationsconfidence 0.85
G•••••• S•••• • C•• L••wirehouseRAUM $134Boffice count dropChange between filings
offices other than the principal office (Item 1.F.5) moved from 35.0 to 18.0 (-49.0%) between the annual amendments of 2025-04-01 and 2026-03-31; the peer median change was +0.0% (17 comparable advisers, 0.0th percentile of changes)
filing Mar 31, 2026peers: wirehouses and national broker-dealer RIAs (17)0.0% percentile21.8 robust deviationsconfidence 0.85
B•••• C•••••• M••••••••• L••otherRAUM $4.5BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $8,098,760,315 to $4,536,497,889 (-44.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +11.0% (231 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $1B to $5B (231)2.2% percentile2.6 robust deviationsconfidence 0.85
W••••••••• C••••••• L••otherRAUM $1.3BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $1,890,281,033 to $1,343,099,761 (-29.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (231 comparable advisers, 5.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $1B to $5B (231)5.2% percentile1.9 robust deviationsconfidence 0.85
A•• C•••••• M••••••••• L•otherRAUM $3.0BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $4,795,690,696 to $3,024,891,606 (-37.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (231 comparable advisers, 3.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $1B to $5B (231)3.0% percentile2.2 robust deviationsconfidence 0.85
B•••••••• R••••• A••••••• I••asset managerRAUM $1.1BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $1,602,117,072 to $1,122,298,136 (-30.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 3.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)3.2% percentile1.8 robust deviationsconfidence 0.85
G•• L••••• L••••••otherRAUM $9.4BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $13,553,386,389 to $9,416,125,148 (-31.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +9.0% (119 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $5B to $20B (119)1.7% percentile2.7 robust deviationsconfidence 0.85
B• R•••• W••••• A•••••••• I•••BD affiliatedRAUM $4.2BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $7,027,862,844 to $4,211,631,082 (-40.0%) between the annual amendments of 2025-04-30 and 2026-03-31; the peer median change was +22.0% (51 comparable advisers, 0.0th percentile of changes)
filing Mar 31, 2026peers: affiliated wealth managers, $1B to $5B (51)0.0% percentile6.9 robust deviationsconfidence 0.85
C•••••••• A••••••••• I••••••••• L••asset managerRAUM $127MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $200,228,686 to $127,429,182 (-36.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 7.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)6.8% percentile1.7 robust deviationsconfidence 0.85
A••••• C•••••• L••••••asset managerRAUM $2.6BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $3,470,032,614 to $2,555,627,814 (-26.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 4.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)4.1% percentile1.6 robust deviationsconfidence 0.85
S••••••••• A•••••••• L••asset managerRAUM $763MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $1,049,566,334 to $763,430,789 (-27.0%) between the annual amendments of 2025-03-31 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)7.0% percentile1.5 robust deviationsconfidence 0.85
H• C•••••• P•••••• E••••• L••asset managerRAUM $5.4BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $8,054,962,728 to $5,396,680,267 (-33.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +13.0% (632 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $5B to $20B (632)1.7% percentile2.2 robust deviationsconfidence 0.85
T•••••• C•••••• A••••••• L•asset managerRAUM $4.9BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $8,213,775,416 to $4,864,143,833 (-41.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)1.7% percentile2.2 robust deviationsconfidence 0.85
P•• H••••• S•••••••• L•asset managerRAUM $1.3BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $2,048,992,081 to $1,266,793,646 (-38.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)1.8% percentile2.1 robust deviationsconfidence 0.85
S•••••••• C•••••• I•• L••asset managerRAUM $1.9BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $2,576,543,000 to $1,919,531,000 (-25.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 4.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)4.4% percentile1.6 robust deviationsconfidence 0.85
V•••••• C•••••• P•••••••• I•••asset managerRAUM $4.3BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $5,711,139,549 to $4,280,518,473 (-25.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 4.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)4.5% percentile1.6 robust deviationsconfidence 0.85
C•••••• A••••••• L••asset managerRAUM $2.4BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $3,576,436,976 to $2,429,529,950 (-32.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)2.5% percentile1.9 robust deviationsconfidence 0.85
H•• C•••••• M••••••••• L•••asset managerRAUM $2.2BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $3,218,050,238 to $2,152,424,287 (-33.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)2.3% percentile1.9 robust deviationsconfidence 0.85
O•• R••• C••••••asset managerRAUM $9.7BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $14,191,749,414 to $9,698,493,603 (-32.0%) between the annual amendments of 2025-04-10 and 2026-03-31; the peer median change was +13.0% (632 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $5B to $20B (632)2.1% percentile2.1 robust deviationsconfidence 0.85
W•••• D•••asset managerRAUM $961MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $1,399,198,377 to $960,846,750 (-31.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +8.0% (671 comparable advisers, 6.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (671)5.7% percentile1.7 robust deviationsconfidence 0.85
H•••••• H••• G••••• C••••••• L••asset managerRAUM $373MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $644,627,942 to $372,976,937 (-42.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 5.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)5.1% percentile1.9 robust deviationsconfidence 0.85
J••••• G••••• A•••• M••••••••• L••asset managerRAUM $313MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $607,304,850 to $375,179,618 (-38.0%) between the annual amendments of 2025-04-29 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 6.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)6.4% percentile1.8 robust deviationsconfidence 0.85

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