DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••• • D••••• W••••• P•••••••
Legal name B••• • D••••• F•••••••• N••••••• I•••
Latest filing Mar 10, 2026
First filing on the tape May 11, 2016 · 27 filings
SEC status approved since Jun 1, 2016
RAUM
$706M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$692M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$78.4M
derived; firm RAUM over IAPD count
Employees
16
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$706M as of Mar 10, 2026
Jan 24, 2017$287M then
HNW client RAUM$633M as of Mar 10, 2026
Mar 6, 2018$225M then
State-registered IARs (5.B.3)9 as of Mar 10, 2026
Jan 24, 20176 then
Employees (5.A)16 as of Mar 10, 2026
Jan 24, 201710 then
Private funds: no history
RAUM +15% over the last fiscal year+12% a year over threeIARs 9 to 9
Practice profile
derived from the filing of Mar 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $78.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 57derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $542,297derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +18%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $71.5MreportedItem 5.I
- Custody
- $273M, 231 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$633M90%
- Individuals$59.1M8.4%
- Charitable organizations$13.4M1.9%
- Individual clients
- 183reported
- HNW clients
- 330reported
- Pension plan clients
- n/areported
- Charitable clients
- 5reported
- Accounts
- 1,301reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $273M for 231 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B••••••• J••• M•••••Certified Financial Planner | Saint Louis Park, Mn | Jul 1, 2016 | 26 y | 2 |
| R••••• B•••• C••••••Certified Financial Planner | Saint Louis Park, Mn | Jul 1, 2016 | 13 y | 2 |
| R•••••• J•••• D•••••Certified Financial Planner | Saint Louis Park, Mn | Jul 1, 2016 | 31 y | 2 |
| A••••• R•••••• F•••••Certified Financial Planner | Saint Louis Park, Mn | Jul 1, 2016 | 29 y | 2 |
| T••••• A•• J•••••• D••••• | Saint Louis Park, Mn | Dec 1, 2016 | 20 y | 0 |
| N••••••• R• J••••••Certified Financial Planner | Saint Louis Park, Mn | Oct 16, 2018 | 14 y | 1 |
| S•••••• A•• F••Certified Financial Planner, Chartered Financial Consultant | Saint Louis Park, Mn | Dec 13, 2023 | 13 y | 2 |
| Z•••••• J••• T•••••Certified Financial Planner | Saint Louis Park, Mn | Mar 18, 2024 | 13 y | 0 |
| M•••••• C•••••• F••••• | Saint Louis Park, Mn | Sep 22, 2025 | 10 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- A•••• J••• H•••••••• to T•• H•••••••• G••••Jan 10, 2018 · Other
Joined, latest
- M•••••• C•••••• F••••• from E••••••• C•••••• M••••••••• I••Sep 22, 2025 · RIA to RIA
- S•••••• A•• F•• from A••••••••• F•••••••• S•••••••• L••Dec 13, 2023 · Affiliated broker-dealer or bank to independent RIA
- N••••••• R• J•••••• from F••••••••• F•••••••• P••••••• L••Oct 16, 2018 · Other
- A•••• J••• H•••••••• from B•• W••••• M•••••••••Oct 3, 2016 · Other
- B••••••• J••• M••••• from A••••••••• W••••• P•••••••Jul 1, 2016 · Other
- R•••••• J•••• D••••• from A••••••••• W••••• P•••••••Jul 1, 2016 · Other
- R••••• B•••• C•••••• from C••••• A•••••• N••••••• L••Jul 1, 2016 · Other
- A••••• R•••••• F••••• from A••••••••• W••••• P•••••••Jul 1, 2016 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from A••••••••• W••••• P•••••••Jul 20, 2016 · St Louis Park, Mn
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D•••••• R••••••• J•••• · Managing Member & Chief Executive Officercontrolsince 12/2000 · owns 50% to 75%
- D•••••• T•••••• A•• · Chief Compliance Officercontrolsince 06/2016 · owns less than 5%
- B•••••• K•••••••• A•• · Managing Membersince 01/2021 · owns 5% to 10%
- C••••••• R•••••• B•••• · President & Managing Membersince 01/2021 · owns 10% to 25%
- F•••••• A•••••• R•••••• · Managing Membersince 01/2021 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Saint Louis Park, Mn · principal | 9 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,239 to 1,301Feb 20, 2025 to Mar 10, 2026
- HNW clients · 257 to 330Feb 20, 2025 to Mar 10, 2026
- Individual clients · 177 to 183Feb 20, 2025 to Mar 10, 2026
- Assets in custody · $248M to $273MFeb 20, 2025 to Mar 10, 2026
- Employees · 15 to 16Feb 20, 2025 to Mar 10, 2026
- Discretionary RAUM · $614M to $704MFeb 20, 2025 to Mar 10, 2026
- HNW RAUM · $541M to $633MFeb 20, 2025 to Mar 10, 2026
- Individual RAUM · $62.3M to $59.1MFeb 20, 2025 to Mar 10, 2026
- Non-discretionary RAUM · $1.8M to $1.2MFeb 20, 2025 to Mar 10, 2026
- RAUM · $616M to $706MFeb 20, 2025 to Mar 10, 2026
- Accounts · 1,196 to 1,239Nov 15, 2024 to Feb 20, 2025
- HNW clients · 223 to 257Nov 15, 2024 to Feb 20, 2025
- Individual clients · 191 to 177Nov 15, 2024 to Feb 20, 2025
- Assets in custody · $278M to $248MNov 15, 2024 to Feb 20, 2025
- Employees · 12 to 15Nov 15, 2024 to Feb 20, 2025
- Financial planning clients · 1-10 to 1-10Nov 15, 2024 to Feb 20, 2025
- State-registered IARs · 7 to 9Nov 15, 2024 to Feb 20, 2025
- Discretionary RAUM · $556M to $614MNov 15, 2024 to Feb 20, 2025
- HNW RAUM · $480M to $541MNov 15, 2024 to Feb 20, 2025
- Individual RAUM · $66.3M to $62.3MNov 15, 2024 to Feb 20, 2025
- Non-discretionary RAUM · $1.7M to $1.8MNov 15, 2024 to Feb 20, 2025
- RAUM · $557M to $616MNov 15, 2024 to Feb 20, 2025
- Accounts · 1,158 to 1,196Mar 21, 2023 to Feb 22, 2024
- HNW clients · 215 to 223Mar 21, 2023 to Feb 22, 2024
- Individual clients · 196 to 191Mar 21, 2023 to Feb 22, 2024
- Assets in custody · $261M to $278MMar 21, 2023 to Feb 22, 2024
- State-registered IARs · 6 to 7Mar 21, 2023 to Feb 22, 2024
- Discretionary RAUM · $498M to $556MMar 21, 2023 to Feb 22, 2024
- HNW RAUM · $430M to $480MMar 21, 2023 to Feb 22, 2024
- Individual RAUM · $61.1M to $66.3MMar 21, 2023 to Feb 22, 2024
- Non-discretionary RAUM · $2.0M to $1.7MMar 21, 2023 to Feb 22, 2024
- RAUM · $500M to $557MMar 21, 2023 to Feb 22, 2024
- Accounts · 1,112 to 1,158Sep 22, 2022 to Mar 8, 2023
- Charity clients · unset to 5.0Sep 22, 2022 to Mar 8, 2023
- HNW clients · 213 to 215Sep 22, 2022 to Mar 8, 2023
- Individual clients · 238 to 196Sep 22, 2022 to Mar 8, 2023
- Assets in custody · $293M to $261MSep 22, 2022 to Mar 8, 2023
- Financial planning clients · 11-25 to 1-10Sep 22, 2022 to Mar 8, 2023
- Discretionary RAUM · $546M to $498MSep 22, 2022 to Mar 8, 2023
- HNW RAUM · $468M to $430MSep 22, 2022 to Mar 8, 2023
Signals
1 dated events
- B••• • D••••• F•••••••• N•••••• filed its initial SEC registration (Form ADV)May 11, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- chris@bondanddevick.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- kris@bondanddevick.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- rachel.sinnen@bondanddevick.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- rob@bondanddevick.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 952-591-0104reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 952-591-0113reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/B•••••••••-WEALTH-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (952) 591-0113reportedpublic record, Form ADV, Mar 10, 2026
- Contact form
- bondanddevick.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- bondanddevick.com/meet-our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $78.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026