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AUM bounds are inclusive and use each firm’s selected source month. Geography uses the principal office, not notice-filing jurisdictions. Service groups distinguish individual/small-business, pooled-vehicle and institutional portfolio management; firms reporting more than one are grouped as multiple services. Other advisory services require at least one other selected service. Unknown service responses cannot establish a match.

Client groups require known category AUM values to reconcile to reported total AUM. A majority is more than 50%, combining individual and high-net-worth assets, pooled-vehicle assets, or all other client categories. A known subtotal above 50% can establish a majority despite unknown categories; a no-majority classification requires complete amounts. Missing values are not zero. These broad groups do not establish strategy, independence, quality or seller intent. Firm profiles retain the underlying SEC source citations.

Revenue, margins, retention, valuation, client concentration and willingness to sell require further diligence. No acquisition recommendation or overall performance score is produced.