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Revenue (Tables)
 9 Months Ended
Sep. 30, 2026
Revenue Recognition and Deferred Revenue [Abstract]  
Schedule of Disaggregation of Revenue
The following table presents the disaggregation of revenue by timing of revenue recognition (in thousands):
Three Months Ended September 30,Nine Months Ended September 30,
2026202520262025
Over time
$335,433 $283,535 $791,719 $666,264 
Point in time
1,885 753 4,003 2,082 
Total revenue
$337,318 $284,288 $795,722 $668,346 
The following table presents the disaggregation of revenue by service line (in thousands):
Three Months Ended September 30,Nine Months Ended September 30,
2026202520262025
Private Client Services
$177,644 $154,976 $403,273 $346,797 
Business Services
120,134 93,926 286,161 228,026 
Alternative Investment Funds
27,860 26,598 70,765 63,785 
Valuation Services
11,680 8,788 35,523 29,738 
Total revenue
$337,318 $284,288 $795,722 $668,346 
The following table presents the disaggregation of revenue by region (in thousands):
Three Months Ended September 30,Nine Months Ended September 30,
2026202520262025
United States - East
$131,733$110,369 $318,314$259,502 
United States - Central
58,28555,033 135,332123,428 
United States - West
136,585118,886 325,895285,416 
International10,715—
16,181—
Total revenue
$337,318$284,288 $795,722$668,346