What stands out against comparable advisers

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8,320 anomalies

POST ROAD GROUP LLCasset managerRAUM $1.1Bemployee count dropChange between filings
employees (Item 5.A) moved from 27.0 to 13.0 (-52.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (1105 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,105)0.7% percentile4.5 robust deviationsconfidence 0.85
HILLCREST CREDIT AND INCOME FUND II MANAGER, LLCinstitutionalRAUM $490Memployee count dropChange between filings
employees (Item 5.A) moved from 12.0 to 2.0 (-83.0%) between the annual amendments of 2025-03-30 and 2026-03-31; the peer median change was 0.0% (17 comparable advisers, 0.0th percentile of changes)
filing Mar 31, 2026peers: institutional managers, $100M to $500M (17)0.0% percentile9.0 robust deviationsconfidence 0.85
CATALYST CAPITAL ADVISERS LLCasset managerRAUM $228Memployee count dropChange between filings
employees (Item 5.A) moved from 12.0 to 2.0 (-83.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (391 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (391)0.5% percentile6.7 robust deviationsconfidence 0.85
A••••• C••••• M••••••••• L••asset managerRAUM $30BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $18,714,173,897 to $29,972,497,373 (+60.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 92.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (470)92% percentile2.9 robust deviationsconfidence 0.85
G•••••• S•••• A•••• M••••••••• •••• K•••• L••••••institutionalRAUM $21BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $12,942,771,289 to $21,189,475,396 (+64.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (83 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: institutional managers, $20B and over (83)99% percentile6.7 robust deviationsconfidence 0.85
B••••••• F• E•••••• W••••• M••••••••• L••independent RIARAUM $705Memployee count dropChange between filings
employees (Item 5.A) moved from 26.0 to 12.0 (-54.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (593 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (593)0.5% percentile4.7 robust deviationsconfidence 0.85
B•••••••••asset managerRAUM $1.5BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $844,457,156 to $1,458,320,321 (+73.0%) between the annual amendments of 2025-03-24 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 91.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)91% percentile2.6 robust deviationsconfidence 0.85
A•••••• P••••••• M••••••••• L•asset managerRAUM $1.1Bemployee count dropChange between filings
employees (Item 5.A) moved from 18.0 to 9.0 (-50.0%) between the annual amendments of 2025-04-30 and 2026-03-31; the peer median change was 0.0% (1105 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,105)0.8% percentile4.4 robust deviationsconfidence 0.85
G•••••••• C•••••• M••••••••• I•••independent RIARAUM $1.3BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $840,552,907 to $1,348,981,020 (+60.0%) between the annual amendments of 2025-04-30 and 2026-03-31; the peer median change was +17.0% (1298 comparable advisers, 95.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,298)95% percentile4.5 robust deviationsconfidence 0.85
A••••• D•• A•••• M•••••••••independent RIARAUM $222MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $117,586,284 to $221,643,624 (+88.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +15.0% (4546 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (4,546)98% percentile7.2 robust deviationsconfidence 0.85
J•• C•••••• M••••••••• L•asset managerRAUM $228Memployee count dropChange between filings
employees (Item 5.A) moved from 16.0 to 5.0 (-69.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (391 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (391)0.8% percentile5.6 robust deviationsconfidence 0.85
V••••• A•••• M•••••••••otherRAUM $22BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $12,094,371,500 to $22,023,570,595 (+82.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +11.0% (112 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $20B and over (112)98% percentile5.2 robust deviationsconfidence 0.85
S••• A•••• M••••••••• ••• L••asset managerRAUM $33Bemployee count surgeChange between filings
employees (Item 5.A) moved from 26.0 to 39.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (461 comparable advisers, 97.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (461)97% percentile4.8 robust deviationsconfidence 0.85
L••• C•••••• M••••••••• C••••••• L••asset managerRAUM $360Memployee count dropChange between filings
employees (Item 5.A) moved from 37.0 to 6.0 (-84.0%) between the annual amendments of 2025-04-07 and 2026-03-31; the peer median change was 0.0% (391 comparable advisers, 0.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (391)0.3% percentile6.8 robust deviationsconfidence 0.85
B••••• P••• F•••••• C•• M••••••••• L••no RAUMemployee count dropChange between filings
employees (Item 5.A) moved from 106.0 to 6.0 (-94.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (103 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, under $100M (103)1.0% percentile7.0 robust deviationsconfidence 0.85
D••••• C•••••• M••••••••• ••• L••••••asset managerRAUM $168MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $95,798,000 to $168,256,000 (+76.0%) between the annual amendments of 2025-04-01 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 95.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)95% percentile3.0 robust deviationsconfidence 0.85
L••independent RIARAUM $12Bemployee count surgeChange between filings
employees (Item 5.A) moved from 91.0 to 169.0 (+86.0%) between the annual amendments of 2025-04-01 and 2026-03-31; the peer median change was +5.0% (264 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (264)98% percentile7.7 robust deviationsconfidence 0.85
B••••••• B•• C•••••• M••••••••• L••asset managerRAUM $518Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 10.0 to 15.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (489 comparable advisers, 93.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (489)93% percentileconfidence 0.85
T••••• J• H••••••• A•••••••• I•••otherRAUM $890Memployee count surgeChange between filings
employees (Item 5.A) moved from 10.0 to 15.0 (+50.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was -6.0% (27 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $500M to $1B (27)100% percentile3.1 robust deviationsconfidence 0.85
B••••••• A•••••• G••••independent RIARAUM $215Maccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 644.0 to 321.0 (-50.0%) between the annual amendments of 2025-03-24 and 2026-03-31; the peer median change was +5.0% (3683 comparable advisers, 3.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,683)3.0% percentile6.2 robust deviationsconfidence 0.85
N•• A••••••• S••••••• I••independent RIARAUM $6.4Bemployee count surgeChange between filings
employees (Item 5.A) moved from 71.0 to 111.0 (+56.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +5.0% (264 comparable advisers, 95.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (264)95% percentile4.9 robust deviationsconfidence 0.85
P••••••• W••••• A•••••••independent RIARAUM $550Memployee count surgeChange between filings
employees (Item 5.A) moved from 14.0 to 21.0 (+50.0%) between the annual amendments of 2025-04-17 and 2026-03-31; the peer median change was 0.0% (593 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (593)98% percentile4.4 robust deviationsconfidence 0.85
B••••• C•••••• M••••••••• I•••mixed wealthRAUM $4.3Bemployee count surgeChange between filings
employees (Item 5.A) moved from 25.0 to 44.0 (+76.0%) between the annual amendments of 2025-04-28 and 2026-03-31; the peer median change was +4.0% (1050 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,050)98% percentile7.3 robust deviationsconfidence 0.85
A••••••• P•••••••• M••••••••• L••institutionalRAUM $2.7Bemployee count surgeChange between filings
employees (Item 5.A) moved from 11.0 to 18.0 (+64.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (55 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: institutional managers, $1B to $5B (55)100% percentile4.7 robust deviationsconfidence 0.85
M•••• F•••••••• A•••••••BD affiliatedRAUM $24Bemployee count surgeChange between filings
employees (Item 5.A) moved from 279.0 to 470.0 (+68.0%) between the annual amendments of 2025-04-28 and 2026-03-31; the peer median change was +7.0% (50 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: affiliated wealth managers, $20B and over (50)96% percentile5.9 robust deviationsconfidence 0.85
I•••••• M••••••••• S•••otherRAUM $49Bemployee count surgeChange between filings
employees (Item 5.A) moved from 185.0 to 357.0 (+93.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +3.0% (110 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $20B and over (110)99% percentile13.5 robust deviationsconfidence 0.85
N••••••• A•••••••• L•••asset managerRAUM $131Memployee count surgeChange between filings
employees (Item 5.A) moved from 41.0 to 67.0 (+63.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (391 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (391)98% percentile5.1 robust deviationsconfidence 0.85
C•••••• P•••••• F•••••••asset managerRAUM $7.1Bemployee count surgeChange between filings
employees (Item 5.A) moved from 29.0 to 46.0 (+59.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (596 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $5B to $20B (596)99% percentile5.9 robust deviationsconfidence 0.85
P•••••• F•••••••• G•••• L•••independent RIARAUM $170Maccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 1,232.0 to 603.0 (-51.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was +5.0% (3683 comparable advisers, 3.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,683)2.9% percentile6.3 robust deviationsconfidence 0.85
C••••••• G••••• L••otherRAUM $9.8Bemployee count surgeChange between filings
employees (Item 5.A) moved from 43.0 to 71.0 (+65.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (108 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $5B to $20B (108)99% percentile9.3 robust deviationsconfidence 0.85
H•••••••• M••••••••• L•••independent RIARAUM $254Minstitutional to wealth shiftCombination
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
R•••••• R•••• A•••• M••••••••• ••• L••asset managerRAUM $13Bemployee count surgeChange between filings
employees (Item 5.A) moved from 44.0 to 67.0 (+52.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (596 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $5B to $20B (596)99% percentile5.3 robust deviationsconfidence 0.85
G•••••• S•••• A•••• M••••••••• •••• K•••• L••••••institutionalRAUM $21Bemployee count surgeChange between filings
employees (Item 5.A) moved from 53.0 to 96.0 (+81.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +2.0% (79 comparable advisers, 97.0th percentile of changes)
filing Mar 31, 2026peers: institutional managers, $20B and over (79)97% percentile12.1 robust deviationsconfidence 0.85
H•• C••••••asset managerRAUM $7.3Bemployee count surgeChange between filings
employees (Item 5.A) moved from 16.0 to 28.0 (+75.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +3.0% (596 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $5B to $20B (596)99% percentile7.7 robust deviationsconfidence 0.85
B• P••••••• A••••••• L•••asset managerRAUM $6.7Bemployee count surgeChange between filings
employees (Item 5.A) moved from 70.0 to 120.0 (+71.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (596 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $5B to $20B (596)99% percentile7.3 robust deviationsconfidence 0.85
P••• P••••• W••••• M•••••••••independent RIARAUM $105Mclients down average size upCombination
private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $206,679,179 to $104,737,431, advisors 2 to 1, private clients 543 to 183, offices 1 to 1 (2025-02-14 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
M• F•••••••• A•••• M••••••••• I•••independent RIARAUM $1.2Bclients down average size upCombination
private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $1,499,627,378 to $1,234,631,893, advisors 4 to 4, private clients 2258 to 995, offices 1 to 1 (2025-03-28 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.75
A••••••• I•••••••••asset managerRAUM $1.7Bemployee count surgeChange between filings
employees (Item 5.A) moved from 10.0 to 19.0 (+90.0%) between the annual amendments of 2025-03-11 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% percentile7.9 robust deviationsconfidence 0.85
A•••••• R••• A•••• M••••••••• L•asset managerRAUM $2.8Bemployee count surgeChange between filings
employees (Item 5.A) moved from 11.0 to 17.0 (+55.0%) between the annual amendments of 2025-03-04 and 2026-03-31; the peer median change was 0.0% (1105 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,105)99% percentile4.8 robust deviationsconfidence 0.85
A•••• M••••••••• L••asset managerRAUM $194MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $115,969,750 to $194,450,000 (+68.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 94.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)94% percentile2.7 robust deviationsconfidence 0.85
V•••••• A•••••••• L••independent RIARAUM $6.7Bemployee count surgeChange between filings
employees (Item 5.A) moved from 100.0 to 165.0 (+65.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +5.0% (264 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (264)96% percentile5.7 robust deviationsconfidence 0.85
E•• P••••••• C••••••• L•asset managerRAUM $2.7Bemployee count surgeChange between filings
employees (Item 5.A) moved from 10.0 to 16.0 (+60.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1105 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,105)99% percentile5.3 robust deviationsconfidence 0.85
G••••••••• W••••• S••••••••• L••mixed wealthRAUM $371Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 56.0% to 28.0% 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
C•••••••••independent RIARAUM $14Bemployee count surgeChange between filings
employees (Item 5.A) moved from 16.0 to 26.0 (+63.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +5.0% (264 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (264)96% percentile5.5 robust deviationsconfidence 0.85
S••••• H••••••• M•••••• ••• L••asset managerRAUM $1.4Bemployee count surgeChange between filings
employees (Item 5.A) moved from 22.0 to 41.0 (+86.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1105 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,105)99% percentile7.6 robust deviationsconfidence 0.85
Z•••••• W••••• P•••••••independent RIARAUM $158Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 29.0% to 3.0% 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
H••••••• A•••••• L••asset managerRAUM $1.6Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 3.0 to 5.0 (+67.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 97.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)97% percentile10.3 robust deviationsconfidence 0.85
P•••••••••independent RIARAUM $4.0Memployee count surgeChange between filings
employees (Item 5.A) moved from 10.0 to 15.0 (+50.0%) between the annual amendments of 2025-03-30 and 2026-03-31; the peer median change was 0.0% (56 comparable advisers, 95.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, under $100M (56)95% percentile3.2 robust deviationsconfidence 0.85
A••••• P•••••••asset managerRAUM $2.2Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 10.0 to 16.0 (+60.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)96% percentile9.3 robust deviationsconfidence 0.85
R••••••• C•••••• M••••••••• L••otherRAUM $273Memployee count surgeChange between filings
employees (Item 5.A) moved from 17.0 to 26.0 (+53.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (29 comparable advisers, 100.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $100M to $500M (29)100% percentile5.7 robust deviationsconfidence 0.85
R••••••••• A•••••••• L••mixed wealthRAUM $898Moffice count dropChange between filings
offices other than the principal office (Item 1.F.5) moved from 4.0 to 2.0 (-50.0%) between the annual amendments of 2025-04-02 and 2026-03-31; the peer median change was 0.0% (232 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (232)2.2% percentile4.7 robust deviationsconfidence 0.85
E••••••• S•• A•••••••asset managerRAUM $201Memployee count surgeChange between filings
employees (Item 5.A) moved from 187.0 to 292.0 (+56.0%) between the annual amendments of 2025-01-22 and 2026-03-31; the peer median change was 0.0% (391 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (391)98% percentile4.5 robust deviationsconfidence 0.85
U••• B•••••• A•••••••• L••BD affiliatedRAUM $1.8Bemployee count surgeChange between filings
employees (Item 5.A) moved from 244.0 to 379.0 (+55.0%) between the annual amendments of 2025-04-04 and 2026-03-31; the peer median change was +1.0% (51 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: affiliated wealth managers, $1B to $5B (51)96% percentile6.0 robust deviationsconfidence 0.85
A•••• P•••••• W••••• L••independent RIARAUM $268MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $176,738,174 to $268,494,780 (+52.0%) between the annual amendments of 2025-03-25 and 2026-03-31; the peer median change was +15.0% (4546 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (4,546)96% percentile3.6 robust deviationsconfidence 0.85
C••••••• C••• A•••••••• L•asset managerRAUM $1.1BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $629,627,387 to $1,114,357,690 (+77.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 92.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)92% percentile2.8 robust deviationsconfidence 0.85
M•••• A••••••• L••independent RIARAUM $370Munusually large average HNW clientStatic outlier
HNW RAUM per HNW client of $12,502,226 against a peer median of $2,402,353 (4945 comparable advisers, 100.0th percentile, 6.8 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (4,945)100% percentile6.8 robust deviationsconfidence 0.8
C•••••• C•••••• L••independent RIARAUM $222MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $132,809,972 to $222,159,862 (+67.0%) between the annual amendments of 2025-04-01 and 2026-03-31; the peer median change was +15.0% (4546 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (4,546)98% percentile5.1 robust deviationsconfidence 0.85
U••••• I••••••••• A•••••••• L••independent RIARAUM $443MHNW share shiftChange between filings
HNW share of RAUM moved from 57.0% to 88.0% 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
M•• C•••••• M••••••••• L••independent RIARAUM $52BHNW share shiftChange between filings
HNW share of RAUM moved from 78.0% to 53.0% 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
T•••• • C•otherRAUM $474MHNW share shiftChange between filings
HNW share of RAUM moved from 39.0% to 11.0% 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

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