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.
4,727 practices match
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| LEXAURUM ADVISORS independent RIA | $1.3B | +26% | 35 | $36.2M | 98% | 63% | 63 | 24 | |
| MANAGED ASSET PORTFOLIOS, LLC independent RIA | $1.3B | +20% | 18 | $70.4M | 72% | 54% | 90 | 1 | |
| WEALTHSHIELD PARTNERS, LLC independent RIA | $1.3B | +17% | 16 | $79.1M | 97% | 76% | 72 | 10 | |
| T•••••••• W••••• independent RIA | $1.3B | +18% | 11 | $115M | 84% | 81% | 77 | 5 | |
| A••••• A••••••• independent RIA | $1.3B | +24% | 10 | $126M | 77% | 86% | 63 | 3 | |
| P••••••••• A••••••• S••••••• I•• independent RIA | $1.3B | +4.8% | 9 | $140M | 96% | 84% | 66 | 1 | |
| H•••••• W••••• M••••••••• L•• independent RIA | $1.3B | +26% | 13 | $96.6M | 90% | 83% | 41 | 3 | 2 |
| N•••••••• F•••••••• A••••••• L•• independent RIA | $1.2B | -35% | 21 | $59.2M | 97% | 54% | 91 | 12 | |
| P••••••••• W••••• M••••••••• S•• independent RIA | $1.2B | +31% | 87% | 51% | 1 | ||||
| O••• W••••• A•••••••• L•• independent RIA | $1.2B | +20% | 10 | $124M | 86% | 88% | 73 | 1 | |
| A•••••••• F•••••••• A•••••••• L•• independent RIA | $1.2B | +18% | 8 | $155M | 94% | 89% | 74 | 1 | |
| G•••• W••••• F•••••••• independent RIA | $1.2B | +4.4% | 26 | $47.5M | 100% | 63% | 63 | 4 | |
| K•• W••••• independent RIA | $1.2B | +23% | 10 | $123M | 97% | 82% | 194 | 2 | |
| A••••• C•••••• A••••••• L•• independent RIA | $1.2B | +23% | 13 | $94.9M | 82% | 60% | 150 | 6 | |
| K••• W••••• A••••••• independent RIA | $1.2B | +18% | 22 | $56.1M | 99% | 82% | 46 | 1 | |
| S••• W••••• independent RIA | $1.2B | +9.1% | 19 | $64.8M | 99% | 81% | 35 | 3 | |
| H•• W••••• A••••••• independent RIA | $1.2B | +14% | 9 | $137M | 91% | 83% | 94 | 2 | |
| P••••••• T••••••••• P••••••• independent RIA | $1.2B | +13% | 10 | $123M | 97% | 89% | 87 | 2 | 6 |
| V••••• C•••••• M••••••••• I•• independent RIA | $1.2B | +14% | 9 | $137M | 89% | 90% | 195 | 1 | |
| B•••••••• M•••• M••••••••• I••• independent RIA | $1.2B | +14% | 10 | $123M | 96% | 82% | 88 | 3 | |
| I•••••• W••••• S••••••••• L•• independent RIA | $1.2B | +14% | 9 | $136M | 100% | 55% | 65 | 2 | |
| P•••••• W••••• M••••••••• G••••• L•• independent RIA | $1.2B | 18 | $67.9M | 97% | 78% | 73 | 5 | ||
| I••••••••• A••••••• G•••• L•• independent RIA | $1.2B | +22% | 5 | $243M | 100% | 51% | 308 | 2 | |
| S•••••• O• A••••• W••••• M••••••••• independent RIA | $1.2B | +15% | 10 | $122M | 100% | 86% | 89 | 3 | |
| D• G••••• F•••••••• G••••• L•• independent RIA | $1.2B | +62% | 2 | $608M | 73% | 83% | 174 | 2 | |
| A•• W••••• A•••••••• L•• independent RIA | $1.2B | +91% | 15 | $80.8M | 98% | 88% | 40 | 1 | |
| C•••••• O••••••• F•••••••• G•••• independent RIA | $1.2B | +33% | 10 | $121M | 92% | 57% | 134 | 2 | |
| C•••• M••••••• A•••••••• L•• independent RIA | $1.2B | +13% | 6 | $200M | 68% | 73% | 139 | 3 | |
| C•••••• W••••• A••••••• independent RIA | $1.2B | +55% | 18 | $66.4M | 98% | 89% | 32 | 4 | |
| R•••••• Y•••• A••••••• independent RIA | $1.2B | +23% | 8 | $149M | 99% | 62% | 243 | 2 | |
| A•••• W••••• A••••••• independent RIA | $1.2B | +23% | 16 | $74.2M | 100% | 83% | 36 | 2 | |
| A••••• G••••• P••••••• L•• independent RIA | $1.2B | +20% | 3 | $396M | 96% | 84% | 313 | 2 | |
| F••••••• F•••••••• A•••••••• L•• independent RIA | $1.2B | +18% | 31 | $38.3M | 96% | 68% | 76 | 15 | |
| T••••• L•• independent RIA | $1.2B | +18% | 25 | $47.4M | 98% | 61% | 101 | 29 | |
| T••••••••• W••••• M••••••••• independent RIA | $1.2B | +160% | 37 | $32.0M | 91% | 51% | 160 | 24 | |
| V•••• F•••••••• P••••••• independent RIA | $1.2B | +18% | 12 | $98.5M | 100% | 77% | 53 | 2 | |
| S••••• F•••••••• independent RIA | $1.2B | +28% | 21 | $56.2M | 94% | 64% | 54 | 11 | |
| E•••••••• W••••• independent RIA | $1.2B | +22% | 6 | $197M | 51% | 69% | 96 | 2 | |
| D•••••• P•••••• W•••••• I••• independent RIA | $1.2B | +16% | 8 | $147M | 96% | 83% | 97 | 7 | |
| D•••••••• independent RIA | $1.2B | +23% | 7 | $168M | 96% | 90% | 44 | 8 | |
| S••••• F•••••••• M••••••••• L•• independent RIA | $1.2B | 12 | $98.0M | 94% | 83% | 57 | 6 | ||
| B•••• A•••• M••••••••• G••••• I••• independent RIA | $1.2B | +26% | 15 | $78.3M | 97% | 62% | 24 | 2 | |
| C•••••• V•••• M••••••••• L•• independent RIA | $1.2B | +21% | 8 | $146M | 96% | 90% | 72 | 6 | |
| W•••••• • C• A•••• M••••••••• G•••• I•• independent RIA | $1.2B | +12% | 5 | $233M | 94% | 58% | 361 | 1 | |
| O•••••• C••••••• I•• independent RIA | $1.2B | +26% | 14 | $83.4M | 99% | 90% | 48 | 2 | |
| W••• S•••• F•••••••• G•••• independent RIA | $1.2B | +21% | 11 | $106M | 100% | 58% | 151 | 4 | |
| L• • S• A•••••••• I•• independent RIA | $1.2B | +4.5% | 12 | $96.9M | 80% | 73% | 88 | 3 | |
| A••••••• W••••• M••••••••• L••• independent RIA | $1.2B | +32% | 76% | 62% | 1 | ||||
| R••••• C•••••••• A•••• M••••••••• I•• independent RIA | $1.2B | +17% | 5 | $232M | 78% | 78% | 153 | 1 | |
| N•• A•••• M••••••••• L•• independent RIA | $1.2B | +20% | 5 | $232M | 86% | 74% | 68 | 1 | |
| A•••••• C•••••• M••••••••• independent RIA | $1.2B | +11% | 6 | $193M | 96% | 53% | 160 | 1 | |
| F•••••• F•••••••• A•••••••• L•• independent RIA | $1.2B | +25% | 11 | $105M | 94% | 84% | 66 | 1 | |
| A••••• W••••• A••••••• independent RIA | $1.2B | +25% | 13 | $88.9M | 97% | 87% | 51 | 1 | |
| K••••••••• W••••• M••••••••• L•• independent RIA | $1.2B | +27% | 16 | $72.2M | 51% | 64% | 97 | 7 | |
| V••••• A•••• M••••••••• independent RIA | $1.2B | +11% | 53 | $21.8M | 73% | 51% | 109 | 11 | |
| C••••• W••••• M••••••••• independent RIA | $1.2B | -22% | 10 | $115M | 99% | 89% | 59 | 4 | |
| L••••••• W••••• M••••••••• independent RIA | $1.2B | +4.4% | 13 | $88.7M | 100% | 70% | 90 | 3 | |
| K•••••• F•••••••• G•••• independent RIA | $1.2B | +23% | 49 | $23.5M | 92% | 70% | 47 | 5 | |
| A•••• W••••• M••••••••• independent RIA | $1.1B | +18% | 10 | $115M | 57% | 53% | 129 | 4 | |
| F•••••••• P••••••• G••••• I••• independent RIA | $1.1B | +18% | 9 | $127M | 99% | 79% | 135 | 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.