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Research

What the filings reveal about the wealth channel

Original analysis of the public SEC filings that registered advisers submit, covering the full universe rather than a sample or a survey.

No. 3 · Private markets · September 2026

Private credit is everywhere, except in most advisor brochures

Private credit dominates the alternatives conversation, yet explicit references stay sparse in advisers' own disclosures. Even among the largest independent RIAs, most brochures don't mention it, a gap between the industry's push and how advisers describe the strategy to clients.
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No. 2 · Digital assets · August 2026

Crypto finds the advisor

Wealth firms report at least $4 billion in crypto ETPs across some 940 advisers. Among firms whose holdings are observable, adoption runs from roughly a quarter of the smallest to three in five in the mid-market, a map for anyone distributing digital assets.
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No. 1 · Direct indexing · 2026

The direct indexing surge

References to direct indexing across adviser filings rose roughly ten-fold in five years. Beneath it, a customization gap: a quarter of advisers already accommodate custom restrictions, while only a fraction reference the tooling to deliver it at scale.
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Forthcoming · Alternatives, the allocation side

How advisors buy access to third-party funds

The larger, harder-to-see half of the private-markets story: which advisers allocate to funds through platforms, and how that shifts with size. In progress.
In progress
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