What stands out against comparable advisers

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8,320 anomalies

PLUM POINTE WEALTH MANAGEMENTindependent RIARAUM $105MHNW share shiftChange between filings
HNW share of RAUM moved from 52.0% to 21.0% between the annual amendments of 2025-02-14 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
COHEN & COMPANY FINANCIAL MANAGEMENT, LLCasset managerRAUM $237MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $1,177,400,108 to $237,444,960 (-80.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)1.1% percentile3.5 robust deviationsconfidence 0.85
KINTRA INVESTMENTS, LLCasset managerRAUM $113MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $641,806,550 to $112,850,000 (-82.0%) between the annual amendments of 2025-03-05 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)0.6% percentile3.6 robust deviationsconfidence 0.85
S•••••••• C•••••• P•••••••• L•asset managerRAUM $400MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $216,296,170 to $400,423,206 (+85.0%) between the annual amendments of 2025-03-25 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)96% percentile3.4 robust deviationsconfidence 0.85
A•••••• C•••••• M••••••••• L••independent RIARAUM $303MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $196,055,931 to $302,636,121 (+54.0%) between the annual amendments of 2025-03-28 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% percentile3.8 robust deviationsconfidence 0.85
G•••••••• F•••••••• G••••• L••independent RIARAUM $495Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 29.0% to 4.0% 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
R•••• 2• P•••••• W••••• I•••independent RIARAUM $83.5MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $54,605,989 to $83,548,470 (+53.0%) between the annual amendments of 2025-03-25 and 2026-03-31; the peer median change was +9.0% (215 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, under $100M (215)99% percentile2.7 robust deviationsconfidence 0.85
P••••••• A••••••• S•••••••• I•••independent RIARAUM $271Mclients 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 $174,840,469 to $271,312,952, advisors 0 to 9, private clients 609 to 330, offices 3 to 2 (2025-03-30 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
E••••• G••••• L•••asset managerRAUM $419MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $248,124,368 to $419,422,918 (+69.0%) 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
I••••• F••••••••independent RIARAUM $1.7Badvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 41.0 to 16.0 (-61.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (999 comparable advisers, 1.0th percentile of changes); IAPD lists 36 advisers registered here today
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (999)0.8% percentile4.9 robust deviationsconfidence 0.85
C••••••••• W••••• P•••••••• L••independent RIARAUM $59.9MHNW share shiftChange between filings
HNW share of RAUM moved from 22.0% to 50.0% between the annual amendments of 2025-03-24 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
H••••••• I••••••••• A•••••••• I•••asset managerRAUM $271Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 4.0 to 6.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (731 comparable advisers, 95.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (731)95% percentileconfidence 0.85
F•• I••••••••• A••••••• ••• L•••asset managerRAUM $3.5BRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $7,295,911,000 to $3,546,614,704 (-51.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)1.2% percentile2.7 robust deviationsconfidence 0.85
S•••••••• C•••••• A••••••••• G••••• L•••••asset managerRAUM $2.8BRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $6,804,963,665 to $2,838,890,251 (-58.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)0.7% percentile3.0 robust deviationsconfidence 0.85
W••••••••• R••••••••• A•••••••institutionalRAUM $39BRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $118,031,461,765 to $38,609,440,509 (-67.0%) between the annual amendments of 2025-04-16 and 2026-03-31; the peer median change was +11.0% (83 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: institutional managers, $20B and over (83)1.2% percentile9.9 robust deviationsconfidence 0.85
C••••••• P••••••• I••••••••• A•••••••• L••institutionalRAUM $38BRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $238,552,018,915 to $37,502,470,791 (-84.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (83 comparable advisers, 0.0th percentile of changes)
filing Mar 31, 2026peers: I•••••••••, $20B and over (83)0.0% percentile12.0 robust deviationsconfidence 0.85
S••••••• L••asset managerRAUM $16.4MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $117,801,179 to $16,352,050 (-86.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was -12.0% (97 comparable advisers, 7.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, under $100M (97)7.3% percentile2.2 robust deviationsconfidence 0.85
E• M••••• O•••••••• • C•• I•••independent RIARAUM $9.5MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $70,376,580 to $9,510,538 (-86.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +9.0% (215 comparable advisers, 4.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, under $100M (215)3.7% percentile5.8 robust deviationsconfidence 0.85
C•••••••• C•••••• P•••••••• L••otherRAUM $1.7BRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $6,769,151,197 to $1,711,067,610 (-75.0%) between the annual amendments of 2025-04-25 and 2026-03-31; the peer median change was +11.0% (231 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $1B to $5B (231)1.3% percentile4.0 robust deviationsconfidence 0.85
P• S••••••••• A•••• M••••••••• L•asset managerRAUM $532MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $1,071,665,747 to $532,177,576 (-50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +8.0% (671 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (671)0.6% percentile2.5 robust deviationsconfidence 0.85
T••• T••• M••••••••• L•asset managerRAUM $1.5BRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $7,393,800,899 to $1,459,446,923 (-80.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 0.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)0.2% percentile3.9 robust deviationsconfidence 0.85
A•••• C•••••• M••••••••• L•••independent RIARAUM $49.8MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $136,068,000 to $49,819,000 (-63.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +9.0% (215 comparable advisers, 5.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, under $100M (215)5.1% percentile4.4 robust deviationsconfidence 0.85
B••••• F••••••••independent RIARAUM $577Mhigh employee count relative to advisorsStatic outlier
employees per registered advisor of 3.9 against a peer median of 1.4 (949 comparable advisers, 99.0th percentile, 6.3 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (949)99% percentile6.3 robust deviationsconfidence 0.8
W••••••••• C••••••• L••otherRAUM $1.3Bclients 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 $1,890,281,033 to $1,343,099,761, advisors 0 to 0, private clients 154 to 63, offices 1 to 1 (2025-03-31 to 2026-03-31)
filing Mar 31, 2026peers: other advisers, $1B to $5B (248)confidence 0.75
A•••••••• F•••••••• I••independent RIARAUM $223Mclients 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 $198,140,515 to $222,811,637, advisors 3 to 3, private clients 628 to 350, offices 0 to 0 (2025-03-31 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
F•••••••• S•••• A•••••••• I•••independent RIARAUM $836Mclients 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 $681,412,925 to $835,564,894, advisors 9 to 8, private clients 1003 to 588, offices 0 to 0 (2025-04-30 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.75
R•••••• W••••• P•••••••• L••independent RIARAUM $595Munusually high clients per advisorStatic outlier
private clients per advisor of 283.3 against a peer median of 63.4 (1210 comparable advisers, 98.0th percentile, 6.0 robust deviations)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,210)98% percentile6.0 robust deviationsconfidence 0.8
W••• D•••••• A••••• L••asset managerRAUM $91.9MRAUM down advisors stableCombination
filing Mar 31, 2026peers: asset managers, under $100M (329)confidence 0.75
G•••••••• F•••••••• G••••• L••independent RIARAUM $495Memployee count dropChange between filings
employees (Item 5.A) moved from 20.0 to 8.0 (-60.0%) between the annual amendments of 2025-03-26 and 2026-03-31; the peer median change was 0.0% (505 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (505)1.2% percentile4.5 robust deviationsconfidence 0.85
A••••• A••••••••• L••asset managerRAUM $1.1Bunusual affiliate densityStatic outlier
distinct affiliate types checked on Item 7.A of 7.0 against a peer median of 2.0 (796 comparable advisers, 100.0th percentile, 6.7 robust deviations)
filing Mar 31, 2026peers: asset managers, $1B to $5B (796)100% percentile6.7 robust deviationsconfidence 0.8
B••• S•••••• A•••• M••••••••• I•••no RAUMunusual affiliate densityStatic outlier
distinct affiliate types checked on Item 7.A of 6.0 against a peer median of 2.0 (175 comparable advisers, 98.0th percentile, 5.4 robust deviations)
filing Mar 31, 2026peers: other advisers, under $100M (175)98% percentile5.4 robust deviationsconfidence 0.8
A•• G••••• A•••••••independent RIARAUM $59.2Mclient mix shiftChange between filings
private-client share of RAUM moved from 58.0% to 87.0% 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
L••••• R•••• C•••••• P•••••••• L•asset managerRAUM $160Mwealth to institutional shiftCombination
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,568)confidence 0.75
S••••• L••• C••••••• L••independent RIARAUM $1.3Bwealth to institutional shiftCombination
private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $723,038,061 to $1,324,089,165, advisors 21 to 24, private clients 1252 to 1127, offices 4 to 4 (2025-03-27 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.75
A••••••• W••••• M••••••••• L••independent RIARAUM $596Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 120.0 to 215.0 (+79.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +5.0% (1214 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,214)99% percentile10.1 robust deviationsconfidence 0.85
A•••••• P•••••••• A••••••• L••otherRAUM $978Mwealth to institutional shiftCombination
private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $698,759,657 to $977,614,793, advisors 6 to 9, private clients 1064 to 90, offices 0 to 3 (2025-04-30 to 2026-03-31)
filing Mar 31, 2026peers: other advisers, $500M to $1B (95)confidence 0.75
P•••••••• F••• A•••••••• L••asset managerRAUM $780Madvisors down RAUM stableCombination
filing Mar 31, 2026peers: asset managers, $500M to $1B (784)confidence 0.75
C•• C•••••• L••asset managerRAUM $844Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 20% against a peer median of 0% (784 comparable advisers, 98.0th percentile, 6.9 robust deviations)
filing Mar 31, 2026peers: asset managers, $500M to $1B (784)98% percentile6.9 robust deviationsconfidence 0.8
K•••••• F•••••••• A••••••• S•••••••independent RIARAUM $1.5Bgrowth on all axesCombination
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.75
C••••••••• C••••••••• I•••••••••independent RIARAUM $46Binstitutional to wealth shiftCombination
filing Mar 31, 2026peers: independent wealth managers, $20B and over (84)confidence 0.75
C•••••••• C•••••• P•••••••• L••otherRAUM $1.7Bwealth to institutional shiftCombination
private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $6,769,151,197 to $1,711,067,610, advisors 14 to 8, private clients 801 to 123, offices 2 to 0 (2025-04-25 to 2026-03-31)
filing Mar 31, 2026peers: other advisers, $1B to $5B (248)confidence 0.75
M•• C•••••• M••••••••• L••independent RIARAUM $52Bwealth to institutional shiftCombination
private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $29,630,499,856 to $52,101,252,111, advisors 203 to 229, private clients 12466 to 15740, offices 29 to 29 (2025-03-31 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $20B and over (84)confidence 0.75
S••• C••••••independent RIARAUM $351Mwealth RIA private fund surgeCombination
a wealth manager (private-client share at least 50 percent) whose private fund count grew by three or more and 50 percent or more. RAUM $268,895,818 to $351,424,782, advisors 4 to 6, private clients 662 to 667, offices 1 to 1 (2025-03-28 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
J• S•••• A•••• M••••••••• C•••••••••independent RIARAUM $6.3Bwealth RIA private fund surgeCombination
a wealth manager (private-client share at least 50 percent) whose private fund count grew by three or more and 50 percent or more. RAUM $4,602,669,883 to $6,257,449,885, advisors 6 to 9, private clients 2881 to 3374, offices 2 to 2 (2025-04-03 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.75
W•••••• A•••••••• L••independent RIARAUM $30Bwealth RIA private fund surgeCombination
a wealth manager (private-client share at least 50 percent) whose private fund count grew by three or more and 50 percent or more. RAUM $16,130,190,961 to $29,781,065,619, advisors 152 to 192, private clients 9685 to 12923, offices 38 to 48 (2025-04-04 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $20B and over (84)confidence 0.75
R•••••••• C•••••• A•••••••• L••independent RIARAUM $1.1BRAUM up clients flatCombination
RAUM grew 50 percent or more while private clients stayed within 5 percent: existing clients grew, a few large clients arrived, or a reporting change. RAUM $605,380,179 to $964,822,724, advisors 3 to 2, private clients 214 to 211, offices 0 to 0 (2025-03-31 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.75
B••• O•• D•••••• I••••••••• T•••• A••••••• L••asset managerRAUM $4.4Bhigh institutional concentrationStatic outlier
institutional share of RAUM of 23% against a peer median of 0% (1506 comparable advisers, 98.0th percentile, 7.7 robust deviations)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,506)98% percentile7.7 robust deviationsconfidence 0.8
A••••• W••••• A•••••••independent RIARAUM $246Maccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 300.0 to 88.0 (-71.0%) between the annual amendments of 2025-01-27 and 2026-03-31; the peer median change was +5.0% (3683 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,683)0.9% percentile8.5 robust deviationsconfidence 0.85
T• R••• P•••• S•••••••• P•••••• L••institutionalRAUM $2.3BRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $14,277,284,268 to $2,297,060,727 (-84.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +15.0% (105 comparable advisers, 0.0th percentile of changes)
filing Mar 31, 2026peers: institutional managers, $1B to $5B (105)0.0% percentile5.3 robust deviationsconfidence 0.85
C• C•••••• P•••••••asset managerRAUM $329MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $731,405,347 to $329,194,020 (-55.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)2.4% percentile2.5 robust deviationsconfidence 0.85
B••••••••• R•••••• S••••••• • C••• M••••••••• L•••asset managerRAUM $119MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $423,399,859 to $118,691,423 (-72.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)1.8% percentile3.2 robust deviationsconfidence 0.85
H••••• E••••• P•••••••• L••asset managerRAUM $201MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $453,885,393 to $201,386,829 (-56.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)2.2% percentile2.5 robust deviationsconfidence 0.85
M••••• C•••••• M••••••••• C••••••• L•asset managerRAUM $2.3BRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $5,023,988,169 to $2,323,707,296 (-54.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)1.0% percentile2.8 robust deviationsconfidence 0.85
N•• C•••••• P•••••••asset managerRAUM $233MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $614,802,213 to $232,569,242 (-62.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)1.9% percentile2.8 robust deviationsconfidence 0.85
A••• P•••••••• L••asset managerRAUM $69.3MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $311,138,462 to $69,285,676 (-78.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was -12.0% (97 comparable advisers, 9.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, under $100M (97)9.4% percentile2.0 robust deviationsconfidence 0.85
R• M••••••••• L••asset managerRAUM $2.1BRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $18,343,551,765 to $2,139,046,014 (-88.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 0.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)0.1% percentile4.3 robust deviationsconfidence 0.85
A•••• S••••••• A•••••••• L••mixed wealthRAUM $649MRAUM down advisors stableCombination
RAUM fell 25 percent or more while the advisor count stayed within 5 percent: assets left without people leaving (a large client or institutional mandate, a fee change, or a reporting change). RAUM $917,771,097 to $649,260,559, advisors 8 to 8, private clients 523 to 481, offices 0 to 0 (2025-03-02 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.75
S•••••• M••••• L••independent RIARAUM $576Mclients 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 $991,714,376 to $576,142,421, advisors 12 to 12, private clients 613 to 127, offices 1 to 1 (2025-03-24 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.75
G• W••••• M••••••••• R••• L••independent RIARAUM $5.8Bnew owner headcount expandsCombination
GC WEALTH MANAGEMENT joined Schedule A on the filing of 2026-03-31; advisors 18.0 to 34.0 between the annual amendments of 2025-03-27 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.75
V•••••• A•••••••• L••independent RIARAUM $6.7Bnew owner headcount expandsCombination
V•••••• WEALTH PARTNERS joined Schedule A on the filing of 2026-09-11; advisors 30.0 to 50.0 between the annual amendments of 2025-03-31 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.75

The firm and advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.