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 |
|---|---|---|---|---|---|---|---|---|---|
| LEGACY FINANCIAL STRATEGIES, LLC independent RIA | $952M | +18% | 13 | $73.2M | 81% | 82% | 49 | 1 | |
| CORNERSTONE PLANNING GROUP independent RIA | $952M | +46% | 23 | $41.4M | 81% | 63% | 52 | 8 | |
| AMERICAN FINANCIAL ADVISORS, LLC. independent RIA | $950M | +6.1% | 2 | $475M | 98% | 78% | 408 | 1 | |
| D•••••• W••••• P•••••••• L•• independent RIA | $947M | +33% | 16 | $59.2M | 100% | 75% | 59 | 5 | |
| A••••• A•••• M••••••••• independent RIA | $946M | +11% | 6 | $158M | 52% | 79% | 78 | 1 | |
| A••••••• I••••••••• P••••••• independent RIA | $946M | +22% | 14 | $67.6M | 75% | 90% | 28 | 4 | 5 |
| H•• W••••• independent RIA | $942M | +6.6% | 4 | $235M | 89% | 89% | 67 | 1 | |
| D••••••••• I••••••••• L••••• independent RIA | $942M | +34% | 8 | $118M | 62% | 82% | 60 | 1 | |
| F•••• A••••••••• I•• independent RIA | $941M | +17% | 3 | $314M | 96% | 59% | 588 | 1 | |
| R••••• A••••••••• independent RIA | $940M | +8.2% | 1 | $940M | 96% | 88% | 450 | 1 | |
| R••••••• G•••• • C•• independent RIA | $938M | +11% | 5 | $188M | 77% | 88% | 77 | 1 | |
| S••••••••• P•••••• L•• independent RIA | $937M | +18% | 3 | $312M | 94% | 89% | 194 | 2 | |
| C•••• • A••••••••• W••••• M••••••••• independent RIA | $935M | +15% | 3 | $312M | 79% | 82% | 156 | 1 | |
| J•••••• B•••• independent RIA | $934M | +18% | 13 | $71.8M | 100% | 75% | 60 | 1 | |
| S•• W••••• M••••••••• independent RIA | $933M | +1.4% | 8 | $117M | 81% | 55% | 248 | 2 | |
| E•••••••• C•••••• M••••••••• L•• independent RIA | $933M | +6.9% | 1 | $933M | 81% | 80% | 697 | 2 | |
| J• S•••• S•••••• A•••• M••••••••• ••••• A••••••• L•• independent RIA | $932M | +2.0% | 94% | 79% | 2 | ||||
| P•••••• I••••••••• W••••• A•••••••• L•• independent RIA | $932M | +19% | 29 | $32.1M | 71% | 68% | 27 | 3 | 1 |
| F••••• F•••••••• G••••• I••• independent RIA | $932M | +18% | 6 | $155M | 99% | 89% | 100 | 5 | |
| P•• W••••• M••••••••• independent RIA | $931M | +22% | 18 | $51.7M | 95% | 54% | 101 | 7 | |
| R• C•••••• M••••••••• L•• independent RIA | $931M | +14% | 14 | $66.5M | 94% | 70% | 45 | 12 | |
| S••••••• A•••• M••••••• L••••• independent RIA | $930M | +25% | 11 | $84.6M | 89% | 81% | 54 | 3 | 2 |
| S••••••••• P•••••••• L•• independent RIA | $930M | +17% | 5 | $186M | 99% | 87% | 112 | 1 | |
| I••••••••• A••••••• G•••• L•• independent RIA | $930M | +14% | 11 | $84.5M | 88% | 83% | 54 | 5 | |
| C••••• W••••• A•••••••• L•• independent RIA | $929M | +30% | 8 | $116M | 93% | 85% | 67 | 1 | 7 |
| M••••••• C•••••• I••••••••• A••••••• I•• independent RIA | $929M | +25% | 16 | $58.1M | 100% | 68% | 74 | 5 | |
| R••••••••• A••••••• independent RIA | $928M | +31% | 11 | $84.4M | 89% | 88% | 35 | 2 | |
| G•••• J••••••• W••••• A••••••• independent RIA | $928M | 10 | $92.8M | 100% | 69% | 50 | 1 | ||
| T•• A••••••• R••••••• G••••• L•• independent RIA | $927M | +15% | 8 | $116M | 100% | 56% | 89 | 4 | |
| S•••••••• F•••••••• S••••••••• I••• independent RIA | $926M | +14% | 11 | $84.2M | 60% | 79% | 50 | 2 | |
| K••••• W••••• A••••••• independent RIA | $923M | +12% | 7 | $132M | 95% | 87% | 78 | 1 | |
| K•••••• M••••••• W••••• M••••••••• L•• independent RIA | $922M | +13% | 8 | $115M | 87% | 74% | 96 | 1 | |
| P•••••••• G••••• A•••• M••••••••• L•• independent RIA | $921M | +18% | 21 | $43.9M | 96% | 90% | 17 | 1 | |
| H•••• • G••••• W••••• M••••••••• L•• independent RIA | $920M | +16% | 4 | $230M | 92% | 63% | 325 | 2 | |
| W•••• L••••••••• I••••••••• M••••••••• I••• independent RIA | $919M | +33% | 6 | $153M | 100% | 85% | 68 | 2 | |
| M••• A•• A••••••••• independent RIA | $917M | +17% | 5 | $183M | 95% | 89% | 95 | 1 | |
| R•••• C•••••• independent RIA | $917M | +29% | 2 | $459M | 75% | 81% | 260 | 2 | 2 |
| D••••• • A••••••••• I•• independent RIA | $916M | +7.5% | 4 | $229M | 86% | 58% | 92 | 1 | |
| S••••••••• I••••••••• A••••••• L•• independent RIA | $915M | +13% | 6 | $152M | 99% | 81% | 118 | 2 | |
| R•••••••• M••••••••• G•••• independent RIA | $914M | +32% | 15 | $60.9M | 94% | 66% | 77 | 5 | |
| P••• W••••• S•••••••• independent RIA | $912M | +16% | 7 | $130M | 87% | 86% | 97 | 1 | |
| T••••• W••••• A•••••••• I••• independent RIA | $911M | +26% | 13 | $70.1M | 92% | 75% | 53 | 1 | |
| C••••• A•••••••• L•• independent RIA | $911M | +14% | 4 | $228M | 97% | 88% | 81 | 1 | |
| S••••• W••••• A••••••• L•• independent RIA | $911M | +37% | 24 | $37.9M | 97% | 65% | 40 | 6 | |
| S•••••••• P••••••• G•••• independent RIA | $910M | +38% | 8 | $114M | 97% | 70% | 198 | 1 | |
| C••••• I••••••••• G•••• independent RIA | $910M | +14% | 6 | $152M | 96% | 90% | 101 | 2 | |
| C•••••• W••••• P••••••• independent RIA | $910M | +12% | 7 | $130M | 85% | 61% | 102 | 2 | |
| C••••••• W••••• A••••••• independent RIA | $910M | +39% | 12 | $75.8M | 100% | 86% | 44 | 3 | |
| G••••• B•••• F•••••••• G••••• L•••••••• B•••• F•••••••• S••••••• independent RIA | $909M | +9.1% | 5 | $182M | 95% | 86% | 95 | 1 | |
| C•••••••• W••••• M••••••••• L•• independent RIA | $907M | +17% | 5 | $181M | 99% | 71% | 51 | 3 | |
| R•••• R••• A••••••• L•• independent RIA | $907M | +11% | 9 | $101M | 80% | 82% | 69 | 2 | |
| C••••••••• F•••••••• independent RIA | $904M | +29% | 29 | $31.2M | 97% | 66% | 92 | 16 | |
| F••••••••• A•••• M••••••••• L•• independent RIA | $903M | +3.1% | 15 | $60.2M | 95% | 73% | 58 | 4 | 1 |
| D••• A••••••• S•••••••• L•• independent RIA | $903M | +35% | 6 | $150M | 58% | 82% | 79 | 1 | |
| F••••••• A•••• M••••••••• L•• independent RIA | $902M | +11% | 10 | $90.2M | 96% | 85% | 110 | 2 | |
| M••••••••• F•••••••• G•••• independent RIA | $901M | +23% | 7 | $129M | 100% | 88% | 102 | 2 | |
| B••••• F•••••••• A••••••• L•• independent RIA | $901M | +33% | 13 | $69.3M | 97% | 71% | 119 | 5 | |
| G•••••• S••••• W••••• M••••••••• L•• independent RIA | $900M | +36% | 20 | $45.0M | 99% | 70% | 49 | 3 | |
| 9• F•••••••• G••••• L•• independent RIA | $900M | +15% | 5 | $180M | 100% | 58% | 235 | 1 | |
| K•• C••••• F•••••••• A•••••••• L•• independent RIA | $896M | +15% | 10 | $89.6M | 82% | 80% | 220 | 3 |
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.