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Revenue - Schedule of Disaggregation of Revenue By Service Line (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Disaggregation of Revenue [Line Items]        
Total revenue $ 337,318 $ 284,288 $ 795,722 $ 668,346
Private Client Services        
Disaggregation of Revenue [Line Items]        
Total revenue 177,644 154,976 403,273 346,797
Business Services        
Disaggregation of Revenue [Line Items]        
Total revenue 120,134 93,926 286,161 228,026
Alternative Investment Funds        
Disaggregation of Revenue [Line Items]        
Total revenue 27,860 26,598 70,765 63,785
Valuation Services        
Disaggregation of Revenue [Line Items]        
Total revenue $ 11,680 $ 8,788 $ 35,523 $ 29,738