What stands out against comparable advisers

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8,320 anomalies

BIRMINGHAM CAPITAL MANAGEMENT CO INCindependent RIARAUM $274Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 45% against a peer median of 0% (5683 comparable advisers, 99.0th percentile, 15.1 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)99% percentile15.1 robust deviationsconfidence 0.8
TIEMPO CAPITAL PARTNERSindependent RIARAUM $911Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 35.0% to 72.0% between the annual amendments of 2025-04-11 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85
ADVISOR.COMindependent RIARAUM $127Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 594.0 to 2,029.0 (+242.0%) between the annual amendments of 2025-03-23 and 2026-03-30; the peer median change was +5.0% (3683 comparable advisers, 100.0th percentile of changes)
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (3,683)100% percentile26.8 robust deviationsconfidence 0.85
M••• • C•• P•••••••• L•independent RIARAUM $549MHNW share shiftChange between filings
HNW share of RAUM moved from 45.0% to 96.0% between the annual amendments of 2025-04-22 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85
A••••• C•••••• M••••••••• L••asset managerRAUM $418MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $195,118,972 to $417,629,206 (+114.0%) between the annual amendments of 2025-03-24 and 2026-03-30; the peer median change was +4.0% (1140 comparable advisers, 97.0th percentile of changes)
filing Mar 30, 2026peers: asset managers, $100M to $500M (1,140)97% percentile4.6 robust deviationsconfidence 0.85
C•••• W••• W••••• M••••••••• L••independent RIARAUM $332MHNW share shiftChange between filings
HNW share of RAUM moved from 0.0% to 50.0% between the annual amendments of 2025-03-29 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
S••••• C•••••• P• L••asset managerRAUM $236Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 5.0 to 11.0 (+120.0%) between the annual amendments of 2025-03-28 and 2026-03-30; the peer median change was 0.0% (731 comparable advisers, 100.0th percentile of changes)
filing Mar 30, 2026peers: asset managers, $100M to $500M (731)100% percentileconfidence 0.85
G••••••••• M••••••••• L••asset managerRAUM $108Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (1568 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 30, 2026peers: asset managers, $100M to $500M (1,568)0.0% percentile33.7 robust deviationsconfidence 0.8
T•• L••• W••••• G••••independent RIARAUM $491MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $177,712,580 to $490,593,143 (+176.0%) between the annual amendments of 2025-02-14 and 2026-03-30; the peer median change was +15.0% (4546 comparable advisers, 100.0th percentile of changes)
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (4,546)100% percentile15.7 robust deviationsconfidence 0.85
H•••••• I••••••••• C••••••• L••independent RIARAUM $168Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (5683 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)0.0% percentile33.7 robust deviationsconfidence 0.8
W••••••••• A•••••••• L••independent RIARAUM $63.1Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (309 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, under $100M (309)0.0% percentile33.7 robust deviationsconfidence 0.8
B•••••••• I••••••••• A•••••• L••asset managerRAUM $3.5Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 0.0% to 70.0% between the annual amendments of 2025-03-31 and 2026-03-30
filing Mar 30, 2026peers: asset managers, $1B to $5B (1,506)confidence 0.85
V••••••• G•••• I••asset managerRAUM $11.1Temployee count surgeChange between filings
employees (Item 5.A) moved from 651.0 to 1,702.0 (+161.0%) between the annual amendments of 2025-04-30 and 2026-03-30; the peer median change was +3.0% (461 comparable advisers, 100.0th percentile of changes)
filing Mar 30, 2026peers: asset managers, $20B and over (461)100% percentile16.0 robust deviationsconfidence 0.85
R•••••••• M••••••••• C•••••• L••otherRAUM $52.4Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 0.0% to 100.0% between the annual amendments of 2025-04-29 and 2026-03-30
filing Mar 30, 2026peers: other advisers, under $100M (660)confidence 0.85
A•• D•••••• F••••• L••asset managerRAUM $426Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 4.0 (+100.0%) between the annual amendments of 2025-04-10 and 2026-03-30; the peer median change was 0.0% (731 comparable advisers, 99.0th percentile of changes)
filing Mar 30, 2026peers: asset managers, $100M to $500M (731)99% percentileconfidence 0.85
B•••••••• C•••••• A•••••••independent RIARAUM $124Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 0.0% to 88.0% between the annual amendments of 2025-04-01 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
R••••••• • A•••••••••independent RIARAUM $369MHNW share shiftChange between filings
HNW share of RAUM moved from 77.0% to 19.0% between the annual amendments of 2025-03-25 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
F•••••••• C•••••• M••••••••• I•••independent RIARAUM $211MHNW share shiftChange between filings
HNW share of RAUM moved from 49.0% to 93.0% between the annual amendments of 2025-03-31 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
X• A•••••••• L••independent RIARAUM $229Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 275.0 to 659.0 (+140.0%) between the annual amendments of 2025-03-26 and 2026-03-30; the peer median change was +3.0% (3308 comparable advisers, 99.0th percentile of changes)
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (3,308)99% percentile16.1 robust deviationsconfidence 0.85
B••••••••• P•••••• C••••• S••••••••• L••asset managerRAUM $58BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $28,299,461,798 to $57,924,024,127 (+105.0%) between the annual amendments of 2025-04-07 and 2026-03-30; the peer median change was +15.0% (470 comparable advisers, 97.0th percentile of changes)
filing Mar 30, 2026peers: asset managers, $20B and over (470)97% percentile5.7 robust deviationsconfidence 0.85
P••••••• I••••••••• A•••••••• L••independent RIARAUM $425Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 102.0 to 644.0 (+531.0%) between the annual amendments of 2025-04-02 and 2026-03-30; the peer median change was +3.0% (3308 comparable advisers, 100.0th percentile of changes)
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (3,308)100% percentile62.2 robust deviationsconfidence 0.85
A••••••• C•••••• L••independent RIARAUM $345Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (5683 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)0.0% percentile33.7 robust deviationsconfidence 0.8
U•••••independent RIARAUM $2.0Bunusually large average HNW clientStatic outlier
HNW RAUM per HNW client of $33,683,719 against a peer median of $3,645,749 (1310 comparable advisers, 98.0th percentile, 14.9 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $1B to $5B (1,310)98% percentile14.9 robust deviationsconfidence 0.8
E•••• A••••••• I•••independent RIARAUM $615Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 99% (1481 comparable advisers, 0.0th percentile, 33.5 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $500M to $1B (1,481)0.0% percentile33.5 robust deviationsconfidence 0.8
F•••independent RIARAUM $68.0MHNW share shiftChange between filings
HNW share of RAUM moved from 0.0% to 42.0% between the annual amendments of 2025-04-30 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
H•••••• F•••••••• R••••••••• L••independent RIARAUM $190Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (5683 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)0.0% percentile33.7 robust deviationsconfidence 0.8
A•• F•••• F•••••••• A••••••• L••otherRAUM $76Blow discretionary shareStatic outlier
discretionary share of RAUM of 3% against a peer median of 100% (120 comparable advisers, 2.0th percentile, 32.6 robust deviations)
filing Mar 30, 2026peers: other advisers, $20B and over (120)1.7% percentile32.6 robust deviationsconfidence 0.8
A••••••••• W••••• A••••••• L••independent RIARAUM $184MHNW share shiftChange between filings
HNW share of RAUM moved from 0.0% to 45.0% between the annual amendments of 2025-03-25 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
A•••• P••••••• U• L••mixed wealthRAUM $71.3MHNW share shiftChange between filings
HNW share of RAUM moved from 100.0% to 35.0% between the annual amendments of 2025-03-19 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
T••••• C•••• T••••independent RIARAUM $4.3Bvery high RAUM per advisorStatic outlier
RAUM per registered advisor of $1,426,832,450 against a peer median of $146,358,043 (1224 comparable advisers, 100.0th percentile, 12.9 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $1B to $5B (1,224)100% percentile12.9 robust deviationsconfidence 0.8
R•••• T••••••• M••••••••• L••asset managerRAUM $1.3Bmany private funds relative to firm sizeStatic outlier
private funds per $1B of RAUM of 29.6 against a peer median of 4.3 (939 comparable advisers, 99.0th percentile, 8.1 robust deviations)
filing Mar 30, 2026peers: asset managers, $1B to $5B (939)99% percentile8.1 robust deviationsconfidence 0.8
H••••• M•••••• I••••••••• A••••••• I••independent RIARAUM $81.2Mclient mix shiftChange between filings
private-client share of RAUM moved from 7.0% to 92.0% between the annual amendments of 2025-03-28 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
F•••••••• L••• P•••••••independent RIARAUM $208MHNW share shiftChange between filings
HNW share of RAUM moved from 27.0% to 62.0% between the annual amendments of 2025-04-02 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
S••••••••• C•••••• A••••••• L••independent RIARAUM $2.5Bhigh employee count relative to advisorsStatic outlier
employees per registered advisor of 6.2 against a peer median of 1.5 (1101 comparable advisers, 99.0th percentile, 9.9 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $1B to $5B (1,101)99% percentile9.9 robust deviationsconfidence 0.8
N••• I•••••••••asset managerRAUM $22BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $5,933,687,499 to $21,687,087,055 (+265.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +15.0% (470 comparable advisers, 100.0th percentile of changes)
filing Mar 30, 2026peers: asset managers, $20B and over (470)100% percentile16.0 robust deviationsconfidence 0.85
W•••• C•••••• A••••••• L••asset managerRAUM $226Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 52.0% to 14.0% between the annual amendments of 2025-03-04 and 2026-03-30
filing Mar 30, 2026peers: asset managers, $100M to $500M (1,568)confidence 0.85
O••••••• F•••••••• S••••••• L••mixed wealthRAUM $420Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (5683 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)0.0% percentile33.7 robust deviationsconfidence 0.8
H•• C••••••• L••asset managerRAUM $252Mmany private funds relative to firm sizeStatic outlier
private funds per $1B of RAUM of 198.7 against a peer median of 20.7 (703 comparable advisers, 99.0th percentile, 13.6 robust deviations)
filing Mar 30, 2026peers: asset managers, $100M to $500M (703)99% percentile13.6 robust deviationsconfidence 0.8
A••• P•••••• F•••••••• M••••••••• G••••• I•••independent RIARAUM $304Munusually high clients per advisorStatic outlier
private clients per advisor of 354.2 against a peer median of 57.3 (3084 comparable advisers, 99.0th percentile, 8.5 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (3,084)99% percentile8.5 robust deviationsconfidence 0.8
R•••• M••••••• A•••••••• L••mixed wealthRAUM $3.1Bvery high RAUM per advisorStatic outlier
RAUM per registered advisor of $1,049,688,110 against a peer median of $146,358,043 (1224 comparable advisers, 100.0th percentile, 9.1 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $1B to $5B (1,224)100% percentile9.1 robust deviationsconfidence 0.8
F••••••• I••••••••• W••••• A•••••• L••mixed wealthRAUM $9.4Bunusually high clients per advisorStatic outlier
private clients per advisor of 1,686.1 against a peer median of 62.3 (231 comparable advisers, 98.0th percentile, 33.0 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $5B to $20B (231)98% percentile33.0 robust deviationsconfidence 0.8
X• A•••••••• L••independent RIARAUM $229MHNW share shiftChange between filings
HNW share of RAUM moved from 21.0% to 59.0% between the annual amendments of 2025-03-26 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
H••••• M•••••• I••••••••• A••••••• I••independent RIARAUM $81.2MHNW share shiftChange between filings
HNW share of RAUM moved from 6.0% to 76.0% between the annual amendments of 2025-03-28 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
L••• K••••••• • K•••• W••••• M•••••••••independent RIARAUM $252MHNW share shiftChange between filings
HNW share of RAUM moved from 12.0% to 80.0% between the annual amendments of 2025-03-28 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
S••••••• I•••••••• L•asset managerRAUM $1.1BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $437,351,000 to $1,136,893,000 (+160.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +11.0% (1364 comparable advisers, 97.0th percentile of changes)
filing Mar 30, 2026peers: asset managers, $1B to $5B (1,364)97% percentile6.4 robust deviationsconfidence 0.85
H••••• W•••••independent RIARAUM $804Moffice count surgeChange between filings
offices other than the principal office (Item 1.F.5) moved from 6.0 to 12.0 (+100.0%) between the annual amendments of 2025-04-10 and 2026-03-30; the peer median change was 0.0% (232 comparable advisers, 97.0th percentile of changes)
filing Mar 30, 2026peers: independent wealth managers, $500M to $1B (232)97% percentile9.5 robust deviationsconfidence 0.85
B••••••••• C•• M••••••••• L••asset managerRAUM $31BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $10,422,678,147 to $30,685,632,937 (+194.0%) between the annual amendments of 2025-04-07 and 2026-03-30; the peer median change was +15.0% (470 comparable advisers, 99.0th percentile of changes)
filing Mar 30, 2026peers: asset managers, $20B and over (470)99% percentile11.5 robust deviationsconfidence 0.85
L•••• G•••• F•••••••• A•••••••• L••independent RIARAUM $338Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 168.0 to 416.0 (+148.0%) between the annual amendments of 2025-02-07 and 2026-03-30; the peer median change was +3.0% (3308 comparable advisers, 99.0th percentile of changes)
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (3,308)99% percentile17.0 robust deviationsconfidence 0.85
R•••••••• M••••••••• C•••••• L••otherRAUM $52.4Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 0.0% to 100.0% between the annual amendments of 2025-04-29 and 2026-03-30
filing Mar 30, 2026peers: other advisers, under $100M (660)confidence 0.85
H• C•••••• L••independent RIARAUM $321Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (5683 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)0.0% percentile33.7 robust deviationsconfidence 0.8
W•••••• P•••••• C••••••independent RIARAUM $3.4Badvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 5.0 to 11.0 (+120.0%) between the annual amendments of 2025-04-16 and 2026-03-30; the peer median change was 0.0% (999 comparable advisers, 99.0th percentile of changes)
filing Mar 30, 2026peers: independent wealth managers, $1B to $5B (999)99% percentile9.7 robust deviationsconfidence 0.85
S•••••••• P•••••••• I•••independent RIARAUM $377MHNW share shiftChange between filings
HNW share of RAUM moved from 14.0% to 64.0% between the annual amendments of 2025-02-26 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
H••••• M•••••• I••••••••• A••••••• I••independent RIARAUM $81.2Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 92.0% to 8.0% between the annual amendments of 2025-03-28 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
O••••• W••••• M•••••••••independent RIARAUM $110Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 21.0% to 84.0% between the annual amendments of 2025-03-30 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
V• D••••• I••••••••• I••independent RIARAUM $63.3Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 59.0% to 100.0% between the annual amendments of 2025-03-27 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
P••••••••• E••• I••••••••• M••••••••• I•••mixed wealthRAUM $505Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 66% against a peer median of 2% (1481 comparable advisers, 99.0th percentile, 21.7 robust deviations)
filing Mar 30, 2026peers: independent wealth managers, $500M to $1B (1,481)99% percentile21.7 robust deviationsconfidence 0.8
A•••••• F••••••••• L••independent RIARAUM $231Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 539.0 to 1,601.0 (+197.0%) between the annual amendments of 2025-04-01 and 2026-03-30; the peer median change was +3.0% (3308 comparable advisers, 100.0th percentile of changes)
filing Mar 30, 2026peers: independent wealth managers, $100M to $500M (3,308)100% percentile22.8 robust deviationsconfidence 0.85
T••••• C••••••asset managerRAUM $50BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $23,303,439,720 to $50,492,232,840 (+117.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +15.0% (470 comparable advisers, 98.0th percentile of changes)
filing Mar 30, 2026peers: asset managers, $20B and over (470)98% percentile6.5 robust deviationsconfidence 0.85
U••• C•••••• L••mixed wealthRAUM $691Mclient mix shiftChange between filings
private-client share of RAUM moved from 70.0% to 34.0% between the annual amendments of 2025-03-27 and 2026-03-30
filing Mar 30, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85
D•• A•••• M••••••••• L••asset managerRAUM $645Mlow discretionary shareStatic outlier
discretionary share of RAUM of 2% against a peer median of 100% (784 comparable advisers, 1.0th percentile, 33.2 robust deviations)
filing Mar 30, 2026peers: asset managers, $500M to $1B (784)1.4% percentile33.2 robust deviationsconfidence 0.8

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