DFX Intelligence
Practices
What each practice looks like, from what it filedAbout practice archetypesA practice archetype is a rule over Form ADV answers (client mix, assets, advisors, offices, affiliations, activities, Schedule A owners), printed on every firm page beside the label; a firm can carry several.The operating metrics are derived from reported fields with the formula shown on the firm page. Nothing here estimates an advisor’s book or a firm’s revenue.
17,149 practices match
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| INTEGRAL HEALTH ASSET MANAGEMENT, LLC asset manager | $1.9B | +57% | 0.0% | 1 | 1 | ||||
| NAVITER WEALTH, LLC independent RIA | $1.9B | +3.1% | 16 | $117M | 92% | 99% | 21 | 2 | |
| DG PARTNERS LLP asset manager | $1.9B | -21% | 0.0% | 1 | 4 | ||||
| W••• H••• C•••••• M••••••••• L• asset manager | $1.9B | -8.5% | 0.0% | 2 | 1 | ||||
| A••••• A•••• independent RIA | $1.9B | +12% | 15 | $125M | 91% | 97% | 30 | 1 | |
| F•••• D••• C•• L•• asset manager | $1.9B | +147% | 0.0% | 1 | 60 | ||||
| I•• W••••• P•••••••• L•• independent RIA | $1.9B | +18% | 16 | $117M | 99% | 64% | 146 | 4 | |
| W•••••• A•••••••• L•• independent RIA | $1.9B | +9.9% | 19 | $98.3M | 93% | 23% | 213 | 1 | |
| U• W••••• P••••••• L•• asset manager | $1.9B | 3 | $622M | 0.2% | 78% | 4 | 5 | ||
| D••••••••• M••••••••• I•• independent RIA | $1.9B | +10% | 6 | $311M | 94% | 97% | 57 | 2 | |
| N•• C•••••• S•••••••• L•• asset manager | $1.9B | +30% | 0.0% | 2 | 5 | ||||
| M••••• S•••••• P•••••• E••••• A•••• I••• asset manager | $1.9B | -15% | 0.0% | 7 | 9 | ||||
| S•••• E••••• M••••••••• L•• asset manager | $1.9B | +8.2% | 0.0% | 1 | 20 | ||||
| T•••••• P••••••• asset manager | $1.9B | +10% | 0.0% | 2 | 10 | ||||
| F•••• L••• I••••• I••••••••• L•• independent RIA | $1.9B | +9.0% | 7 | $266M | 63% | 95% | 71 | 1 | 9 |
| W••••••• C•••••• M••••••••• C• independent RIA | $1.9B | +40% | 3 | $620M | 65% | 98% | 42 | 1 | |
| C•••••• M••••••••• L• asset manager | $1.9B | +56% | 1 | $1.9B | 0.0% | 1 | 5 | ||
| V•••••• H••••••••• P••••••• asset manager | $1.9B | +3.6% | 0.0% | 2 | 11 | ||||
| A••••• T••••• S••••••••• L•• independent RIA | $1.9B | +8.2% | 37 | $50.3M | 100% | 55% | 62 | 6 | |
| C•••• C•••• F•••••••• M••••••••• L•• independent RIA | $1.9B | +26% | 43 | $43.2M | 97% | 53% | 92 | 26 | |
| G••••• C•••••• M••••••••• L•• asset manager | $1.9B | +273% | 0.0% | 2 | 57 | ||||
| M••••••• C•••••• I•••••••• I•• independent RIA | $1.9B | -0.5% | 61% | 100% | 1 | ||||
| M••••••• I••••••••• M••••••••• L•• other | $1.9B | -3.5% | 0.0% | 3 | 1 | ||||
| T•••• P•••••• C•••••• L• asset manager | $1.9B | +20% | 0.0% | 1 | 2 | ||||
| G•••••• R••••••••• I••••••••• A•••••• asset manager | $1.9B | -6.7% | 0.0% | 1 | 11 | ||||
| I•• I••••••••• L•• asset manager | $1.9B | +24% | 0.0% | 2 | 4 | ||||
| C••••••• T•••• A•••••••• I••• independent RIA | $1.9B | +11% | 15 | $124M | 86% | 82% | 60 | 4 | |
| W••••• J•••••• W••••• independent RIA | $1.9B | +30% | 30 | $61.7M | 100% | 39% | 19 | 1 | |
| T••• C•••• R•••••••• L•• independent RIA | $1.9B | +19% | 2 | $926M | 100% | 100% | 1 | ||
| C••••• P•••••• M••••• S••••••••• A•••••••• L•• asset manager | $1.8B | 0.0% | 1 | ||||||
| C•• C•••••• C••••••••• mixed wealth | $1.8B | +6.5% | 34% | 100% | 1 | 2 | |||
| G•••••• I••••••••• P•••••••• L•• independent RIA | $1.8B | -24% | 2 | $922M | 55% | 79% | 231 | 2 | 1 |
| R••••••••• G••••• E••••• M••••••••• L••• asset manager | $1.8B | +5.9% | 0.0% | 1 | 10 | ||||
| R•• A••••••• independent RIA | $1.8B | +20% | 14 | $131M | 97% | 79% | 88 | 2 | |
| S••••••• L• asset manager | $1.8B | +99% | 0.0% | 2 | 11 | ||||
| K•••••• C•••••• M••••••••• L•• independent RIA | $1.8B | +12% | 4 | $460M | 96% | 95% | 140 | 1 | |
| P•••••••• H••••• A•••• M••••••••• L••• independent RIA | $1.8B | +11% | 8 | $230M | 66% | 99% | 17 | 6 | 3 |
| L••••••• C•••••• asset manager | $1.8B | -15% | 0.0% | 1 | 6 | ||||
| R••••••••• I••••••••• M••••••••• L•• independent RIA | $1.8B | +11% | 11 | $167M | 74% | 76% | 138 | 2 | |
| A•••• A•••• M••••••••• I••• independent RIA | $1.8B | +14% | 11 | $167M | 67% | 92% | 136 | 1 | |
| S••••• O•• S••••••• P••••••••• asset manager | $1.8B | +17% | 0.0% | 3 | |||||
| I•••••••• C•••••• L• asset manager | $1.8B | -35% | 0.0% | 1 | 3 | ||||
| C••••••• C•••••• M••••••••• L•• asset manager | $1.8B | +35% | 0.0% | 1 | 10 | ||||
| O•• O•••••• C•••••• M••••••••• L• asset manager | $1.8B | -20% | 3.2% | 100% | 2 | 2 | |||
| I••••••••• S••••• H•••••••• L•• independent RIA | $1.8B | +23% | 41 | $44.7M | 99% | 80% | 64 | 14 | |
| A•• P•••••• W••••• P•••••••• L•• independent RIA | $1.8B | +141% | 15 | $122M | 53% | 100% | 5 | ||
| T•• M••••• W•••••••• G••••• L•• asset manager | $1.8B | +17% | 0.0% | 6 | 9 | ||||
| A•••••••• C•••••• B•••••• L•• other | $1.8B | -33% | 2 | $916M | 1.5% | 0.0% | 32 | 3 | |
| C•••••••• I••••••••• M••••••••• L•• asset manager | $1.8B | +16% | 0.0% | 1 | 11 | ||||
| W•••• O•• P••••••• I••••••••• A••••••• L•• other | $1.8B | -6.9% | 0.0% | 1 | |||||
| D• A•••• M••••••••• asset manager | $1.8B | +76% | 0.0% | 2 | 4 | ||||
| H•••• P••••••• M••••••••• L• asset manager | $1.8B | +16% | 0.0% | 1 | 2 | ||||
| B••••• M•••••• independent RIA | $1.8B | 13 | $140M | 95% | 94% | 50 | 3 | ||
| C•••• A•••• M••••••••• L•• other | $1.8B | +29% | 19% | 100% | 1 | 1 | |||
| H•••••• R••• E••••• S••••••••• L•• other | $1.8B | -2.7% | 0.0% | 7 | |||||
| G•••••• C•••••• J•••• L•••••• asset manager | $1.8B | +44% | 0.0% | 1 | |||||
| R•••••••• I••••••••• asset manager | $1.8B | -3.4% | 0.0% | 2 | 9 | ||||
| P••••• C•••••• L• asset manager | $1.8B | +30% | 0.0% | 2 | |||||
| C• P•••••• W••••• independent RIA | $1.8B | +54% | 14 | $130M | 99% | 62% | 147 | 5 | |
| V••• C•••••• R••• L• independent RIA | $1.8B | +2.3% | 9 | $202M | 96% | 100% | 15 | 1 | 4 |
Derived columns: RAUM over IAPD advisors, individual and HNW RAUM over total, HNW RAUM over private-client RAUM, private clients over advisors, Item 1.F.5 offices plus one.
The firm and advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.