IRS SOI ZIP AGI
Open source ↗marketua-headerannual
IRS Statistics of Income publishes anonymized ZIP-level tax data: how many returns reported income over $200k, total capital gains, business income, charitable deductions. The cleanest public signal of where investable wealth actually sits.
Fields it produces (10)
soi_yearsoi_zip_total_returnssoi_zip_returns_200k_plussoi_zip_pct_200k_plussoi_zip_total_agisoi_zip_total_dividendssoi_zip_total_cap_gainssoi_zip_total_business_incomesoi_zip_distributionsoi_high_wealth_score
What this source actually pulls
6 examplesDAYBRIGHT ADVISORY SERVICES, INC.
10 fieldsfirm · 133795 · MIAMI, FL
soi high wealth score
0.456
soi year
2,022
soi zip distribution
6 fields
soi zip pct 200k plus
0.315
soi zip returns 200k plus
5,370
soi zip total agi
9,880,456
soi zip total business income
171,473
soi zip total cap gains
2,531,621
soi zip total dividends
424,268
soi zip total returns
17,070
OMNIA FAMILY WEALTH, LLC
10 fieldsfirm · 170909 · AVENTURA, FL
soi high wealth score
0.353
soi year
2,022
soi zip distribution
6 fields
soi zip pct 200k plus
0.177
soi zip returns 200k plus
3,000
soi zip total agi
3,210,702
soi zip total business income
116,015
soi zip total cap gains
756,727
soi zip total dividends
173,223
soi zip total returns
16,980
NEXWAVE CAPITAL PARTNERS LLC
10 fieldsfirm · 241788 · NEW YORK, NY
soi high wealth score
0.557
soi year
2,022
soi zip distribution
6 fields
soi zip pct 200k plus
0.301
soi zip returns 200k plus
3,370
soi zip total agi
4,603,802
soi zip total business income
127,118
soi zip total cap gains
1,126,356
soi zip total dividends
413,572
soi zip total returns
11,210
PASSIVE CAPITAL MANAGEMENT, LLC
10 fieldsfirm · 142870 · SYRACUSE, NY
soi high wealth score
0.136
soi year
2,022
soi zip distribution
6 fields
soi zip pct 200k plus
0.047
soi zip returns 200k plus
110
soi zip total agi
141,781
soi zip total business income
4,390
soi zip total cap gains
2,372
soi zip total dividends
2,017
soi zip total returns
2,360
KABOUTER MANAGEMENT, LLC
10 fieldsfirm · 153099 · CHICAGO, IL
soi high wealth score
0.516
soi year
2,022
soi zip distribution
6 fields
soi zip pct 200k plus
0.267
soi zip returns 200k plus
5,360
soi zip total agi
6,909,389
soi zip total business income
150,471
soi zip total cap gains
1,647,694
soi zip total dividends
533,640
soi zip total returns
20,050
HUIZENGA CAPITAL MANAGEMENT, LLC
10 fieldsfirm · 156524 · OAK BROOK, IL
soi high wealth score
0.533
soi year
2,022
soi zip distribution
6 fields
soi zip pct 200k plus
0.355
soi zip returns 200k plus
1,970
soi zip total agi
2,064,538
soi zip total business income
47,955
soi zip total cap gains
517,703
soi zip total dividends
138,202
soi zip total returns
5,550