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 |
|---|---|---|---|---|---|---|---|---|---|
| BURKEHILL GLOBAL MANAGEMENT, LP asset manager | $3.5B | +40% | 0.0% | 2 | 5 | ||||
| VISIONARY WEALTH ADVISORS, LLC independent RIA | $3.5B | +24% | 48 | $73.7M | 97% | 74% | 87 | 9 | |
| MILL POINT CAPITAL LLC asset manager | $3.5B | -1.6% | 0.0% | 1 | 9 | ||||
| B•••••••• I••••••••• A•••••• L•• asset manager | $3.5B | +99% | 0.0% | 3 | 5 | ||||
| P•••••••• C•••••• asset manager | $3.5B | +41% | 0.0% | 4 | 8 | ||||
| G•••••••• W••••• M••••••••• L•• independent RIA | $3.5B | +30% | 12 | $293M | 64% | 99% | 49 | 3 | |
| D••• P••• R••• M••••••••• C••••••• L• asset manager | $3.5B | -4.6% | 0.0% | 2 | 6 | ||||
| B••• M••• T•••• A•••••••• L•• independent RIA | $3.5B | +16% | 55 | $63.9M | 94% | 93% | 24 | 9 | |
| B••••••••• S•••••••• C•••••• P••••••• asset manager | $3.5B | -0.7% | 0.0% | 3 | 89 | ||||
| U• I••••••••• A••••••• L••• asset manager | $3.5B | +45% | 0.0% | 1 | |||||
| E••••• I••••••••• C••• independent RIA | $3.5B | +15% | 16 | $219M | 79% | 42% | 409 | 1 | |
| A••••• C•••••• P••••••• L•• asset manager | $3.5B | +104% | 0.0% | 1 | 11 | ||||
| S•••••• C•••••• M••••••••• L•• asset manager | $3.5B | +4.2% | 0.0% | 3 | 13 | ||||
| F•••••• G••••• L•• asset manager | $3.5B | +9.8% | 0.0% | 1 | |||||
| G••••• F••••• P••••••• L• asset manager | $3.5B | -5.5% | 0.0% | 1 | 17 | ||||
| V••••• F•••• I••••••••• C••••••••• I••• mixed wealth | $3.5B | +23% | 12 | $291M | 28% | 96% | 20 | 1 | |
| A•••••• R••••••• C•••••• independent RIA | $3.5B | +16% | 87 | $40.1M | 96% | 56% | 134 | 53 | |
| S••••••••• A•••• I••••••••• L•• independent RIA | $3.5B | +28% | 1 | $3.5B | 100% | 100% | 1 | ||
| 1••• C•••••• P•••••••• L•• other | $3.5B | -9.3% | 1.3% | 100% | 1 | 5 | |||
| A•• E••••••••• P••••••• M••••••••• L• asset manager | $3.5B | +3.1% | 0.0% | 2 | 5 | ||||
| K••••••• C•••••• M••••••••• L•• independent RIA | $3.5B | 16 | $217M | 65% | 80% | 47 | 1 | 1 | |
| F•• asset manager | $3.5B | -8.5% | 0.0% | 5 | 7 | ||||
| A•••• I••••••••• M••••••••• L•• asset manager | $3.5B | -14% | 0.0% | 2 | 11 | ||||
| D••••••••• A••••••••• L• asset manager | $3.5B | -18% | 0.6% | 100% | 2 | ||||
| M••• P••• P••••••• asset manager | $3.5B | -3.6% | 0.0% | 2 | 7 | ||||
| C••••• C••••• M••••••••• L•• asset manager | $3.5B | -2.8% | 0.0% | 6 | 8 | ||||
| A•••• I••••••••• M••••••••• other | $3.5B | -37% | 0.0% | 2 | |||||
| P••••••• C•••••• L• asset manager | $3.5B | +28% | 0.0% | 1 | 9 | ||||
| B••••••• F••••• O•••••• L•• independent RIA | $3.5B | +9.6% | 16 | $217M | 99% | 100% | 5 | 2 | |
| M••••• W••••• independent RIA | $3.5B | +17% | 31 | $112M | 92% | 86% | 39 | 1 | 1 |
| D•••••••• C•••••• M••••••••• L•• independent RIA | $3.5B | +12% | 46 | $75.3M | 84% | 86% | 38 | 4 | |
| F••••••• A•••••••• L•• asset manager | $3.5B | +14% | 0.0% | 1 | |||||
| C••••• A•••• M••••••••• L•• mixed wealth | $3.5B | +7.0% | 11 | $315M | 41% | 84% | 111 | 7 | |
| B••••••• F••• A••••••• L•• asset manager | $3.5B | -19% | 0.0% | 1 | |||||
| S•••• R•••• • C••• I••• independent RIA | $3.5B | +15% | 45 | $76.8M | 95% | 16% | 182 | 1 | |
| T••••••• C•••••• I••••••••• A••••••• L••• asset manager | $3.5B | +68% | 0.0% | 2 | 4 | ||||
| T••••• I••••••••• A••••••• I•• independent RIA | $3.5B | +2.7% | 12 | $288M | 94% | 1 | |||
| D••••••• P•••••••• F•••••• L•• asset manager | $3.4B | +40% | 0.0% | 3 | |||||
| W•••••• P•••••• C•••••• independent RIA | $3.4B | +45% | 12 | $287M | 100% | 100% | 41 | 11 | |
| T•••• C•••••• asset manager | $3.4B | +51% | 0.0% | 1 | |||||
| A••••• W••••• M••••••••• independent RIA | $3.4B | +22% | 204 | $16.9M | 85% | 45% | 33 | 179 | |
| M•••• • C••••• I•• BD affiliated | $3.4B | +24% | 82 | $41.9M | 92% | 71% | 60 | 31 | |
| D•••••••• D•••••• M••••••••• L•• asset manager | $3.4B | -17% | 0.0% | 2 | 7 | ||||
| C•••••• V•••• A••••••• L•• other | $3.4B | -34% | 1 | $3.4B | 0.0% | 1 | |||
| E•••• C••••••• L•• asset manager | $3.4B | -13% | 0.0% | 1 | 3 | ||||
| S•••• S••••• S•••••••• L•••••• A•••••••• L•• asset manager | $3.4B | -4.5% | 0.0% | 6 | |||||
| F••••••• H••••• A•••••••• L•• independent RIA | $3.4B | +14% | 60 | $57.0M | 99% | 75% | 121 | 37 | |
| C••••• L•••• I••••••••• P•••••••• L•• independent RIA | $3.4B | +47% | 4 | $853M | 99% | 100% | 1 | ||
| H••• P••• C•••••• L• asset manager | $3.4B | -18% | 0.0% | 2 | 19 | ||||
| C•••••• M••••••••• L•• asset manager | $3.4B | +11% | 0.0% | 3 | 1 | ||||
| L•••••• I••••••••• M••••••••• I••• independent RIA | $3.4B | +15% | 25 | $136M | 70% | 80% | 114 | 8 | |
| F••••• R••••••• A••••••• L•• independent RIA | $3.4B | +13% | 3 | $1.1B | 100% | 100% | 4 | ||
| L••••••• C•••••• M••••••••• L• asset manager | $3.4B | +7.6% | 0.0% | 2 | 1 | ||||
| S•••• S•••• M••••••••• I•• other | $3.4B | +6.3% | 1 | $3.4B | 0.1% | 100% | 2 | 1 | 1 |
| F•••• C•••• P••••••• I•• asset manager | $3.4B | +5.2% | 0.0% | 1 | 4 | ||||
| N•• M••••••• C••••• C•• A•••••••• L••••• asset manager | $3.4B | +33% | 0.0% | 9 | 8 | ||||
| K••• L••• L• asset manager | $3.4B | +10% | 0.0% | 1 | 22 | ||||
| G•••• C•••••• asset manager | $3.4B | -0.4% | 0.0% | 1 | 10 | ||||
| I•••••••• C•••••• M••••••••• L• asset manager | $3.4B | +5.8% | 0.0% | 1 | 2 | ||||
| C•••• K••••••••• L•• asset manager | $3.4B | +13% | 4.1% | 97% | 1 | 1 |
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.