v3.26.1
Revenue - Schedule of Disaggregation of Revenue By Service Line (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Disaggregation of Revenue [Line Items]        
Total revenue $ 217,658 $ 175,991 $ 458,404 $ 384,058
Private Client Services        
Disaggregation of Revenue [Line Items]        
Total revenue 102,452 87,630 225,629 191,821
Business Tax Services        
Disaggregation of Revenue [Line Items]        
Total revenue 85,392 62,397 166,027 134,100
Alternative Investment Funds        
Disaggregation of Revenue [Line Items]        
Total revenue 17,712 15,021 42,905 37,187
Valuation Services        
Disaggregation of Revenue [Line Items]        
Total revenue $ 12,102 $ 10,943 $ 23,843 $ 20,950