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 |
|---|---|---|---|---|---|---|---|---|---|
| OSBORNE PARTNERS independent RIA | $2.7B | +12% | 11 | $241M | 87% | 94% | 64 | 2 | 1 |
| EVERSEPT PARTNERS, L.P. asset manager | $2.7B | +52% | 0.0% | 2 | 3 | ||||
| 26NORTH DIRECT LENDING asset manager | $2.6B | +13% | 0.0% | 2 | |||||
| T•••••••• P••••••• M••••••••• L•• asset manager | $2.6B | +7.7% | 0.0% | 2 | 54 | ||||
| T•• C•••••• M••••••••• asset manager | $2.6B | +1.9% | 0.0% | 3 | 13 | ||||
| E••••• F•••••••• G•••• mixed wealth | $2.6B | +16% | 13 | $203M | 49% | 88% | 64 | 7 | |
| F••••• V••••• independent RIA | $2.6B | +23% | 20 | $132M | 98% | 89% | 82 | 1 | |
| M•••••• R••••• I••• asset manager | $2.6B | +184% | 0.0% | 1 | 3 | ||||
| J••••• C•••••• M••••••••• L•• independent RIA | $2.6B | +21% | 31 | $85.2M | 90% | 84% | 94 | 4 | |
| S•••••• S••••••••• BD affiliated | $2.6B | +6.1% | 63 | $41.9M | 98% | 19% | 98 | 19 | |
| T•• P•••••• F•••••••• G••••• L•• independent RIA | $2.6B | +25% | 35 | $75.4M | 54% | 62% | 67 | 25 | |
| V•••••• I••••••••• asset manager | $2.6B | -8.2% | 0.0% | 1 | 1 | ||||
| C•••••• F••• U• I••• asset manager | $2.6B | +26% | 0.0% | 1 | 5 | ||||
| S•••••••• C•••••• M••••••••• L•• asset manager | $2.6B | -13% | 0.0% | 4 | 7 | ||||
| A• C•••••• M••••••••• L•• asset manager | $2.6B | +1.3% | 0.0% | 4 | 41 | ||||
| P••••••• F•••••••• independent RIA | $2.6B | 15 | $176M | 64% | 89% | 59 | 2 | ||
| P••••••• P••••••• asset manager | $2.6B | +3.8% | 0.0% | 1 | 28 | ||||
| Z••••••• • W••••• I•• independent RIA | $2.6B | +8.3% | 8 | $329M | 95% | 99% | 33 | 1 | |
| I••• F•••• •••• L•• asset manager | $2.6B | +11% | 0.0% | 1 | 1 | ||||
| I••• F•••• ••• L•••••• asset manager | $2.6B | +713% | 0.0% | 1 | 1 | ||||
| F•••• C••••••• I••••••• S•••••••• I••• BD affiliated | $2.6B | +25% | 408 | $6.4M | 99% | 39% | 19 | 112 | |
| S•••••••• C•••••• institutional | $2.6B | +24% | 0.0% | 2 | |||||
| Q••• I••••••••• M••••••••• C•••• other | $2.6B | 0.2% | 100% | 1 | |||||
| A• B•••••• S••••••••• L••• M•••••• L•• asset manager | $2.6B | +54% | 0.0% | 2 | 6 | ||||
| C•••• A•••• M••••••••• I•• independent RIA | $2.6B | +17% | 20 | $131M | 94% | 79% | 106 | 1 | |
| T•• P•••••••• S••••••• G••••• L•• independent RIA | $2.6B | +9.9% | 1 | $2.6B | 78% | 99% | 405 | 1 | 1 |
| P•••••• S••••••••• L•• mixed wealth | $2.6B | +16% | 58 | $45.2M | 26% | 67% | 24 | 9 | |
| A••••• I••••••••• M••••••••• L•• asset manager | $2.6B | +58% | 0.0% | 2 | 11 | ||||
| I••••• R••••••••• G•••• mixed wealth | $2.6B | +13% | 10 | $262M | 26% | 77% | 80 | 1 | |
| Q•••• O••••••••• P••••••• asset manager | $2.6B | +62% | 0.0% | 1 | 3 | ||||
| A•••• C•••••• P•••••••• L•• independent RIA | $2.6B | -1.1% | 2 | $1.3B | 73% | 100% | 1 | 5 | |
| A•••••••• I••••••••• M••••••••• independent RIA | $2.6B | +19% | 37 | $70.6M | 95% | 91% | 28 | 1 | |
| D••••••••• S••••• C•••••• M••••••••• L• asset manager | $2.6B | +148% | 0.0% | 1 | 1 | ||||
| L•• A••••••••• I••• other | $2.6B | +7.7% | 4 | $652M | 4.0% | 100% | 3 | ||
| B•••••• R•••• C•••••• asset manager | $2.6B | +97% | 0.0% | 1 | 10 | ||||
| L• F•••• asset manager | $2.6B | +8.6% | 0.0% | 1 | 20 | ||||
| M••••• F••• A•••• M••••••••• asset manager | $2.6B | +48% | 0.0% | 1 | |||||
| T•••••••• W••••• M••••••••• L•• independent RIA | $2.6B | +21% | 24 | $108M | 85% | 83% | 90 | 4 | |
| S••• I•••••••• asset manager | $2.6B | +12% | 0.0% | 4 | |||||
| T••••• W•••••• L••••• independent RIA | $2.6B | +32% | 47 | $55.4M | 100% | 35% | 226 | 38 | |
| C•••••• C•••••• A•••••••• L•• independent RIA | $2.6B | +12% | 9 | $288M | 62% | 100% | 2 | ||
| W•• A••• ••• L•••••• asset manager | $2.6B | -19% | 0.0% | 1 | |||||
| W•• A••• •••• L•••••• asset manager | $2.6B | -19% | 0.0% | 1 | 2 | ||||
| S•• I••••••••• L•• asset manager | $2.6B | +6.9% | 0.0% | 3 | 9 | ||||
| E••••• P••••••• M••••••••• L•• asset manager | $2.6B | +7.9% | 0.0% | 1 | 20 | ||||
| T•••• • D••••••• P••••••• M••••••••• L• asset manager | $2.6B | +36% | 0.0% | 2 | 16 | ||||
| P•••••• T••• V•••••••• I••• asset manager | $2.6B | +14% | 0.0% | 1 | 43 | ||||
| T•• C••••••• C•••••• G•••• I••• asset manager | $2.6B | +5.8% | 0.0% | 1 | 6 | ||||
| D•••• • D•••••••• P•••••• I••••••••• C••••••• I••• independent RIA | $2.6B | +15% | 11 | $235M | 69% | 100% | 11 | 3 | |
| M•••• C•••••• M••••••••• I••• independent RIA | $2.6B | +18% | 15 | $172M | 92% | 80% | 104 | 2 | |
| N•••• H••••• R••••••• P••••••• L• asset manager | $2.6B | +95% | 0.0% | 2 | 9 | ||||
| I••• W••••• P••••••• independent RIA | $2.6B | +14% | 18 | $143M | 97% | 96% | 34 | 2 | |
| Z•• A•••••••• L••• asset manager | $2.6B | -16% | 0.0% | 1 | 11 | ||||
| R•••••• A••••••••• L•• asset manager | $2.6B | +6.1% | 0.0% | 1 | 17 | ||||
| I••••••••• A••••• I••••••••• M••••••••• L•• BD affiliated | $2.6B | +16% | 121 | $21.2M | 97% | 62% | 49 | 96 | |
| B•••••• C•••••• asset manager | $2.6B | +45% | 0.0% | 1 | 51 | ||||
| A••••••• C•••••• S••••••••• I••• other | $2.6B | +3.2% | 0.0% | 1 | |||||
| B••••••••• A••••••• I••• independent RIA | $2.6B | +20% | 14 | $183M | 97% | 96% | 42 | 1 | |
| V••••• C•••••• P•••••••• L•• asset manager | $2.6B | -21% | 0.0% | 1 | 20 | ||||
| B••••• C•••••• M••••••••• L•• asset manager | $2.6B | +11% | 0.0% | 100% | 1 | 7 |
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.