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.

  • 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
  • BLACKROCK REALTY ADVISORS INCasset managerRAUM $1.1Blarge related person networkStatic outlier
    related persons on Schedule D 7.A of 256.0 against a peer median of 7.0 (850 comparable advisers, 100.0th percentile, 56.0 robust deviations)
    filing Jul 24, 2026peers: asset managers, $1B to $5B (850)100% percentile56.0 robust deviationsconfidence 0.8
  • MSREF REAL ESTATE ADVISOR, INC.asset managerRAUM $16Blarge related person networkStatic outlier
    related persons on Schedule D 7.A of 110.0 against a peer median of 11.0 (492 comparable advisers, 98.0th percentile, 11.1 robust deviations)
    filing Jul 24, 2026peers: asset managers, $5B to $20B (492)98% percentile11.1 robust deviationsconfidence 0.8
  • BLACKROCK ALTERNATIVES MANAGEMENT, LLCasset managerRAUM $18Blarge related person networkStatic outlier
    related persons on Schedule D 7.A of 257.0 against a peer median of 11.0 (492 comparable advisers, 99.0th percentile, 27.7 robust deviations)
    filing Jul 24, 2026peers: asset managers, $5B to $20B (492)99% percentile27.7 robust deviationsconfidence 0.8
  • SAGEPOINT CAPITAL PARTNERS LLCindependent RIARAUM $888Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $296,116,460 against a peer median of $106,309,121 (1261 comparable advisers, 99.0th percentile, 3.3 robust deviations)
    filing Jul 24, 2026peers: independent wealth managers, $500M to $1B (1,261)99% percentile3.3 robust deviationsconfidence 0.8
  • AJAX HEALTH MANAGEMENT COMPANY, LLCasset managerRAUM $215Mlow 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 23, 2026peers: asset managers, $100M to $500M (1,567)0.0% percentile33.7 robust deviationsconfidence 0.8
  • VARAGON CAPITAL PARTNERS, L.P.asset managerRAUM $14Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 39% against a peer median of 0% (684 comparable advisers, 100.0th percentile, 13.1 robust deviations)
    filing Jul 23, 2026peers: asset managers, $5B to $20B (684)100% percentile13.1 robust deviationsconfidence 0.8
  • LYNK CAPITAL MANAGEMENT COMPANY, LLCasset managerRAUM $360Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 26% against a peer median of 0% (1567 comparable advisers, 99.0th percentile, 8.7 robust deviations)
    filing Jul 23, 2026peers: asset managers, $100M to $500M (1,567)99% percentile8.7 robust deviationsconfidence 0.8
  • SERONE CAPITAL MANAGEMENT LLCasset managerRAUM $116Mlow 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 22, 2026peers: asset managers, $100M to $500M (1,567)0.0% percentile33.7 robust deviationsconfidence 0.8
  • FLORIDA ATLANTIC SECURITIES CORP.mixed wealthRAUM $590Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 66% against a peer median of 2% (1482 comparable advisers, 99.0th percentile, 21.6 robust deviations)
    filing Jul 22, 2026peers: independent wealth managers, $500M to $1B (1,482)99% percentile21.6 robust deviationsconfidence 0.8
  • GOLDSTEIN ADVISORS, LLCindependent RIARAUM $1.1Blarge related person networkStatic outlier
    related persons on Schedule D 7.A of 25.0 against a peer median of 4.5 (206 comparable advisers, 100.0th percentile, 9.2 robust deviations)
    filing Jul 22, 2026peers: independent wealth managers, $1B to $5B (206)100% percentile9.2 robust deviationsconfidence 0.8
  • FORTITER WEALTH MANAGEMENT, LLCindependent RIARAUM $380Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $8,386,960 against a peer median of $2,404,040 (4940 comparable advisers, 99.0th percentile, 4.0 robust deviations)
    filing Jul 22, 2026peers: independent wealth managers, $100M to $500M (4,940)99% percentile4.0 robust deviationsconfidence 0.8
  • APTUS CAPITAL ADVISORS, LLCindependent RIARAUM $14Bhigh office count relative to headcountStatic outlier
    offices per registered advisor of 0.9 against a peer median of 0.3 (172 comparable advisers, 98.0th percentile, 3.7 robust deviations)
    filing Jul 22, 2026peers: independent wealth managers, $5B to $20B (172)98% percentile3.7 robust deviationsconfidence 0.8
  • FLORIDA ATLANTIC SECURITIES CORP.mixed wealthRAUM $590Munusually large average accountStatic outlier
    RAUM per account of $7,973,450 against a peer median of $610,947 (1443 comparable advisers, 98.0th percentile, 5.0 robust deviations)
    filing Jul 22, 2026peers: independent wealth managers, $500M to $1B (1,443)98% percentile5.0 robust deviationsconfidence 0.8
  • HOWARD BAILEY SECURITIES, LLCindependent RIARAUM $583Mhigh 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, 7.0 robust deviations)
    filing Jul 22, 2026peers: independent wealth managers, $500M to $1B (950)100% percentile7.0 robust deviationsconfidence 0.8
  • PCA INVESTMENT ADVISORY SERVICES, INC.mixed wealthRAUM $4.3Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 78% against a peer median of 3% (1362 comparable advisers, 100.0th percentile, 18.7 robust deviations)
    filing Jul 21, 2026peers: independent wealth managers, $1B to $5B (1,362)100% percentile18.7 robust deviationsconfidence 0.8
  • PALO DURO INVESTMENT PARTNERS, LPasset managerRAUM $403Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 25% against a peer median of 0% (1567 comparable advisers, 99.0th percentile, 8.4 robust deviations)
    filing Jul 21, 2026peers: asset managers, $100M to $500M (1,567)99% percentile8.4 robust deviationsconfidence 0.8
  • AERIE ADVISORY GROUP LLCindependent RIARAUM $2.5Bunusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $61,709,183 against a peer median of $3,646,459 (1309 comparable advisers, 100.0th percentile, 28.8 robust deviations)
    filing Jul 21, 2026peers: independent wealth managers, $1B to $5B (1,309)100% percentile28.8 robust deviationsconfidence 0.8
  • PARAGON FINANCIAL SERVICESindependent RIARAUM $384Munusually high clients per advisorStatic outlier
    private clients per advisor of 243.0 against a peer median of 57.3 (3076 comparable advisers, 98.0th percentile, 5.3 robust deviations)
    filing Jul 21, 2026peers: independent wealth managers, $100M to $500M (3,076)98% percentile5.3 robust deviationsconfidence 0.8
  • ALPHAindependent RIARAUM $54.1Mlow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (310 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Jul 20, 2026peers: independent wealth managers, under $100M (310)0.0% percentile33.7 robust deviationsconfidence 0.8
  • LEVINE LEICHTMAN STRATEGIC CAPITAL, LLCotherRAUM $1.5Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (247 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Jul 17, 2026peers: other advisers, $1B to $5B (247)0.0% percentile33.7 robust deviationsconfidence 0.8
  • VANGUARD CAPITAL MANAGEMENT, LLCasset managerRAUM $8436Bunusually large average accountStatic outlier
    RAUM per account of $65,907,668,734 against a peer median of $426,672,517 (326 comparable advisers, 100.0th percentile, 214.8 robust deviations)
    filing Jul 17, 2026peers: asset managers, $20B and over (326)100% percentile214.8 robust deviationsconfidence 0.8
  • VANGUARD PORTFOLIO MANAGEMENT, LLCasset managerRAUM $2656Bunusually large average accountStatic outlier
    RAUM per account of $26,301,816,930 against a peer median of $426,672,517 (326 comparable advisers, 99.0th percentile, 84.9 robust deviations)
    filing Jul 17, 2026peers: asset managers, $20B and over (326)99% percentile84.9 robust deviationsconfidence 0.8
  • KILEY JUERGENS WEALTH MANAGEMENT, LLCindependent RIARAUM $2.2Bunusually high clients per advisorStatic outlier
    private clients per advisor of 489.5 against a peer median of 64.5 (1151 comparable advisers, 98.0th percentile, 10.4 robust deviations)
    filing Jul 17, 2026peers: independent wealth managers, $1B to $5B (1,151)98% percentile10.4 robust deviationsconfidence 0.8
  • SOUTH BAY FINANCIAL PARTNERSindependent RIARAUM $115Mlow 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 17, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
  • TRIBRIDGE PARTNERS FINANCIAL LLCmixed wealthRAUM $1.6Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 77% against a peer median of 3% (1362 comparable advisers, 100.0th percentile, 18.4 robust deviations)
    filing Jul 17, 2026peers: independent wealth managers, $1B to $5B (1,362)100% percentile18.4 robust deviationsconfidence 0.8
  • ION PACIFIC, INC.asset managerRAUM $555Mmany private funds relative to firm sizeStatic outlier
    private funds per $1B of RAUM of 84.7 against a peer median of 8.9 (463 comparable advisers, 98.0th percentile, 12.6 robust deviations)
    filing Jul 17, 2026peers: asset managers, $500M to $1B (463)98% percentile12.6 robust deviationsconfidence 0.8
  • STANHOPE CAPITAL, LLPmixed wealthRAUM $16Bunusually large average accountStatic outlier
    RAUM per account of $86,238,354 against a peer median of $1,534,512 (282 comparable advisers, 99.0th percentile, 52.8 robust deviations)
    filing Jul 17, 2026peers: independent wealth managers, $5B to $20B (282)99% percentile52.8 robust deviationsconfidence 0.8
  • KENNICOTT CAPITAL MANAGEMENT LLCindependent RIARAUM $324Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $7,328,458 against a peer median of $2,404,040 (4940 comparable advisers, 98.0th percentile, 3.3 robust deviations)
    filing Jul 17, 2026peers: independent wealth managers, $100M to $500M (4,940)98% percentile3.3 robust deviationsconfidence 0.8
  • ADVICEONE ADVISORY SERVICES, LLCindependent RIARAUM $2.0Bhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 4.3 against a peer median of 1.5 (1101 comparable advisers, 98.0th percentile, 5.8 robust deviations)
    filing Jul 17, 2026peers: independent wealth managers, $1B to $5B (1,101)98% percentile5.8 robust deviationsconfidence 0.8
  • KEY FINANCIAL, INC.independent RIARAUM $2.8Bhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 4.5 against a peer median of 1.5 (1101 comparable advisers, 99.0th percentile, 6.2 robust deviations)
    filing Jul 17, 2026peers: independent wealth managers, $1B to $5B (1,101)99% percentile6.2 robust deviationsconfidence 0.8
  • KILEY JUERGENS WEALTH MANAGEMENT, LLCindependent RIARAUM $2.2Bhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 4.3 against a peer median of 1.5 (1101 comparable advisers, 98.0th percentile, 5.8 robust deviations)
    filing Jul 17, 2026peers: independent wealth managers, $1B to $5B (1,101)98% percentile5.8 robust deviationsconfidence 0.8
  • ASSUREDPARTNERS INVESTMENT ADVISORSmixed wealthRAUM $3.9Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 67% against a peer median of 3% (1362 comparable advisers, 99.0th percentile, 16.1 robust deviations)
    filing Jul 16, 2026peers: independent wealth managers, $1B to $5B (1,362)99% percentile16.1 robust deviationsconfidence 0.8
  • OAKMONT CORPORATIONindependent RIARAUM $2.2Bunusually large average accountStatic outlier
    RAUM per account of $25,488,107 against a peer median of $813,262 (1333 comparable advisers, 99.0th percentile, 16.6 robust deviations)
    filing Jul 16, 2026peers: independent wealth managers, $1B to $5B (1,333)99% percentile16.6 robust deviationsconfidence 0.8
  • WHITE WOLF CAPITAL ADVISORS, LLCasset managerRAUM $567Mmany private funds relative to firm sizeStatic outlier
    private funds per $1B of RAUM of 60.0 against a peer median of 8.9 (463 comparable advisers, 98.0th percentile, 8.5 robust deviations)
    filing Jul 16, 2026peers: asset managers, $500M to $1B (463)98% percentile8.5 robust deviationsconfidence 0.8
  • EXPERIENCE YOUR WEALTH, LLCindependent RIARAUM $105Mlow 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 16, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
  • CAMBIENT FAMILY OFFICE, LLCindependent RIARAUM $858Mvery high RAUM per advisorStatic outlier
    RAUM per registered advisor of $285,979,909 against a peer median of $106,309,121 (1261 comparable advisers, 99.0th percentile, 3.1 robust deviations)
    filing Jul 16, 2026peers: independent wealth managers, $500M to $1B (1,261)99% percentile3.1 robust deviationsconfidence 0.8
  • FRANKLIN, PARLAPIANO, TURNER & WELCH LLCindependent RIARAUM $811Munusually large average accountStatic outlier
    RAUM per account of $7,728,218 against a peer median of $610,947 (1443 comparable advisers, 98.0th percentile, 4.8 robust deviations)
    filing Jul 16, 2026peers: independent wealth managers, $500M to $1B (1,443)98% percentile4.8 robust deviationsconfidence 0.8
  • THE BOLLARD GROUP LLCindependent RIARAUM $6.7Bmany private funds relative to firm sizeStatic outlier
    private funds per $1B of RAUM of 13.5 against a peer median of 0.9 (58 comparable advisers, 100.0th percentile, 15.2 robust deviations)
    filing Jul 15, 2026peers: independent wealth managers, $5B to $20B (58)100% percentile15.2 robust deviationsconfidence 0.7
  • SIERRA INVESTMENT MANAGEMENT, LLCindependent RIARAUM $361Mhigh employee count relative to advisorsStatic outlier
    employees per registered advisor of 6.8 against a peer median of 1.2 (1314 comparable advisers, 100.0th percentile, 18.9 robust deviations)
    filing Jul 15, 2026peers: independent wealth managers, $100M to $500M (1,314)100% percentile18.9 robust deviationsconfidence 0.8
  • ARGENT WEALTH MANAGEMENT, INC.independent RIARAUM $172Mlow 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 15, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
  • VESTWELL ADVISORS LLCmixed wealthRAUM $1.0Blow 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 Jul 15, 2026peers: independent wealth managers, $1B to $5B (1,362)0.0% percentile33.2 robust deviationsconfidence 0.8
  • HOBE MOUNTAIN CAPITAL MANAGEMENT LLCotherRAUM $1.4Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (247 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Jul 15, 2026peers: other advisers, $1B to $5B (247)0.0% percentile33.7 robust deviationsconfidence 0.8
  • VESTWELL ADVISORS LLCmixed wealthRAUM $1.0Bhigh institutional concentrationStatic outlier
    institutional share of RAUM of 66% against a peer median of 3% (1362 comparable advisers, 99.0th percentile, 15.9 robust deviations)
    filing Jul 15, 2026peers: independent wealth managers, $1B to $5B (1,362)99% percentile15.9 robust deviationsconfidence 0.8
  • RETIREMENT PLANNING SOLUTIONS, LLCindependent RIARAUM $467Munusually high clients per advisorStatic outlier
    private clients per advisor of 302.5 against a peer median of 57.3 (3076 comparable advisers, 99.0th percentile, 7.0 robust deviations)
    filing Jul 15, 2026peers: independent wealth managers, $100M to $500M (3,076)99% percentile7.0 robust deviationsconfidence 0.8
  • LEGACY WEALTH MANAGEMENT, LLCindependent RIARAUM $459Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $10,775,736 against a peer median of $2,404,040 (4940 comparable advisers, 100.0th percentile, 5.6 robust deviations)
    filing Jul 15, 2026peers: independent wealth managers, $100M to $500M (4,940)100% percentile5.6 robust deviationsconfidence 0.8
  • ASSET GROWTH SOLUTIONS, LLCotherRAUM $703Mlow 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 14, 2026peers: other advisers, $500M to $1B (95)0.0% percentile33.7 robust deviationsconfidence 0.7
  • MANHATTAN WEST ASSET MANAGEMENT, LLCindependent RIARAUM $1.2Bmany private funds relative to firm sizeStatic outlier
    private funds per $1B of RAUM of 45.5 against a peer median of 2.9 (94 comparable advisers, 100.0th percentile, 21.3 robust deviations)
    filing Jul 14, 2026peers: independent wealth managers, $1B to $5B (94)100% percentile21.3 robust deviationsconfidence 0.7
  • FORTITUDE WEALTH MANAGEMENTindependent RIARAUM $113Mlow 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 14, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
  • COMPASS GROUP MANAGEMENT LLCotherRAUM $3.0Blow discretionary shareStatic outlier
    discretionary share of RAUM of 0% against a peer median of 100% (247 comparable advisers, 0.0th percentile, 33.7 robust deviations)
    filing Jul 14, 2026peers: other advisers, $1B to $5B (247)0.0% percentile33.7 robust deviationsconfidence 0.8
  • THE LIFE GROUP FINANCIAL SERVICESindependent RIARAUM $146Munusually high clients per advisorStatic outlier
    private clients per advisor of 251.6 against a peer median of 57.3 (3076 comparable advisers, 98.0th percentile, 5.5 robust deviations)
    filing Jul 14, 2026peers: independent wealth managers, $100M to $500M (3,076)98% percentile5.5 robust deviationsconfidence 0.8
  • FIRE CAPITAL MANAGEMENT, LLCindependent RIARAUM $635Munusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $15,153,493 against a peer median of $3,134,900 (1404 comparable advisers, 99.0th percentile, 7.9 robust deviations)
    filing Jul 14, 2026peers: independent wealth managers, $500M to $1B (1,404)99% percentile7.9 robust deviationsconfidence 0.8
  • LOOMIS CAPITAL MANAGEMENTindependent RIARAUM $842Munusually large average accountStatic outlier
    RAUM per account of $9,463,440 against a peer median of $610,947 (1443 comparable advisers, 99.0th percentile, 6.0 robust deviations)
    filing Jul 14, 2026peers: independent wealth managers, $500M to $1B (1,443)99% percentile6.0 robust deviationsconfidence 0.8
  • CM INVESTMENT PARTNERS, LLCasset managerRAUM $444Mlarge related person networkStatic outlier
    related persons on Schedule D 7.A of 53.0 against a peer median of 5.0 (488 comparable advisers, 100.0th percentile, 16.2 robust deviations)
    filing Jul 13, 2026peers: asset managers, $100M to $500M (488)100% percentile16.2 robust deviationsconfidence 0.8
  • ELE ADVISORY SERVICES, INCindependent RIARAUM $137Mlow 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 13, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
  • CORIENT SHC PARTNERS (US) LPindependent RIARAUM $1.7Bunusually large average HNW clientStatic outlier
    HNW RAUM per HNW client of $39,926,012 against a peer median of $3,646,459 (1309 comparable advisers, 99.0th percentile, 18.0 robust deviations)
    filing Jul 13, 2026peers: independent wealth managers, $1B to $5B (1,309)99% percentile18.0 robust deviationsconfidence 0.8
  • CORIENT SHC PARTNERS (US) LPindependent RIARAUM $1.7Bunusually large average accountStatic outlier
    RAUM per account of $25,116,899 against a peer median of $813,262 (1333 comparable advisers, 99.0th percentile, 16.4 robust deviations)
    filing Jul 13, 2026peers: independent wealth managers, $1B to $5B (1,333)99% percentile16.4 robust deviationsconfidence 0.8
  • KAPUSTA FINANCIAL GROUPindependent RIARAUM $200Mlow 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 13, 2026peers: independent wealth managers, $100M to $500M (5,676)0.0% percentile33.7 robust deviationsconfidence 0.8
  • TRINITY INVESTMENT MANAGEMENT, LLCmixed wealthRAUM $126Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 77% against a peer median of 0% (5676 comparable advisers, 100.0th percentile, 25.9 robust deviations)
    filing Jul 13, 2026peers: independent wealth managers, $100M to $500M (5,676)100% percentile25.9 robust deviationsconfidence 0.8
  • ATLAS FIDUCIARY SERVICES, INC.otherRAUM $269Mhigh institutional concentrationStatic outlier
    institutional share of RAUM of 86% against a peer median of 0% (212 comparable advisers, 99.0th percentile, 29.0 robust deviations)
    filing Jul 13, 2026peers: other advisers, $100M to $500M (212)99% percentile29.0 robust deviationsconfidence 0.8
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8,370 anomalies match.