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 |
|---|---|---|---|---|---|---|---|---|---|
| STONE HOUSE INVESTMENT MANAGEMENT, LLC independent RIA | $842M | +26% | 18 | $46.8M | 98% | 61% | 64 | 6 | |
| CHICORY WEALTH independent RIA | $840M | +23% | 16 | $52.5M | 99% | 76% | 34 | 11 | 1 |
| TFB ADVISORS, LLC independent RIA | $840M | -2.3% | 18 | $46.7M | 95% | 54% | 74 | 7 | |
| N•• W•••• A••••••• G••••• L•• independent RIA | $838M | +17% | 15 | $55.9M | 100% | 76% | 57 | 1 | |
| P••••• W••••• M••••••••• L•• independent RIA | $837M | +99% | 8 | $105M | 62% | 83% | 62 | 4 | |
| M••••• S••••• W••••• M••••••••• independent RIA | $837M | +17% | 12 | $69.7M | 100% | 60% | 88 | 7 | |
| R•••••• W••••• M••••••••• L•• independent RIA | $837M | +70% | 3 | $279M | 100% | 51% | 81 | 1 | |
| F•••••••• S•••• A•••••••• I••• independent RIA | $836M | +23% | 10 | $83.6M | 97% | 75% | 59 | 1 | |
| L•••• • A••••••••• independent RIA | $831M | +12% | 7 | $119M | 96% | 76% | 97 | 1 | |
| S••••••••• A•••• M••••••••• I••• independent RIA | $831M | +25% | 6 | $138M | 91% | 84% | 83 | 2 | |
| K•• P•••••• W••••• G••••• L•• independent RIA | $830M | +23% | 11 | $75.5M | 97% | 73% | 74 | 1 | |
| N•••• B••••••• W••••• M••••••••• L•• independent RIA | $830M | +17% | 12 | $69.1M | 97% | 89% | 33 | 2 | |
| P••••••• W••••• A•••••••• L•• independent RIA | $830M | +20% | 14 | $59.3M | 95% | 63% | 47 | 1 | |
| M•••• • A••••••••• I••• independent RIA | $829M | +31% | 8 | $104M | 84% | 82% | 80 | 2 | |
| W•••• • A••••••••• L•• independent RIA | $828M | +25% | 9 | $92.0M | 98% | 76% | 145 | 3 | |
| M•••••••• F•••••••• P••••••••• independent RIA | $827M | +10% | 5 | $165M | 100% | 81% | 136 | 1 | |
| K•••••••• G••••• • C•• independent RIA | $825M | +57% | 1 | $825M | 92% | 60% | 525 | 1 | |
| O••• W••••• M••••••••• L•• independent RIA | $822M | +24% | 6 | $137M | 99% | 89% | 70 | 2 | |
| G••••• W••••• A••••••• L•• independent RIA | $822M | +19% | 6 | $137M | 94% | 89% | 72 | 1 | |
| F•• C•••••• A••••••• independent RIA | $822M | +16% | 4 | $206M | 99% | 84% | 80 | 1 | |
| N•• H••••• F•••••••• G••••• L•• independent RIA | $821M | +42% | 5 | $164M | 98% | 70% | 202 | 1 | |
| A••••••••• A•• A••••••••• I••• independent RIA | $821M | +17% | 6 | $137M | 99% | 78% | 110 | 1 | |
| V•••••••• A••••••• S••••••• I•• independent RIA | $820M | +17% | 4 | $205M | 85% | 59% | 220 | 2 | |
| F•• W••••• P••••••• independent RIA | $820M | +6.4% | 8 | $102M | 96% | 76% | 87 | 1 | |
| A••• H•••• L•• independent RIA | $819M | +105% | 7 | $117M | 71% | 86% | 26 | 1 | |
| E••••••• I••••••••• A••••••• I•• independent RIA | $814M | +3.0% | 8 | $102M | 75% | 84% | 82 | 2 | |
| K•••• • T•••• P•••••• A•••• M••••••••• I••• independent RIA | $813M | +15% | 3 | $271M | 98% | 71% | 258 | 1 | |
| S••••••• F•••••••• A•••••••• L•••• L••••• independent RIA | $813M | +89% | 3 | $271M | 100% | 83% | 225 | 1 | |
| A••••••••• I••• independent RIA | $813M | +12% | 9 | $90.3M | 94% | 76% | 79 | 1 | |
| S•••••• C•••••• P••••••• independent RIA | $810M | +61% | 11 | $73.7M | 97% | 61% | 60 | 1 | |
| I••••••••• M••••••••• A••••••••• independent RIA | $810M | +23% | 3 | $270M | 89% | 78% | 125 | 1 | |
| S••••••• F•••••••• G••••• L•• independent RIA | $808M | +16% | 8 | $101M | 89% | 83% | 108 | 1 | |
| A•••••• A••••••• L•• independent RIA | $806M | -7.5% | 12 | $67.2M | 100% | 78% | 39 | 1 | |
| M•••••• A••••••• G••••• L•• independent RIA | $806M | +12% | 4 | $202M | 95% | 89% | 97 | 1 | |
| L•••••••• W••••• M••••••••• L•• independent RIA | $805M | +15% | 12 | $67.1M | 90% | 69% | 90 | 8 | |
| A••• C•••••• L•• independent RIA | $805M | +30% | 6 | $134M | 89% | 83% | 47 | 1 | |
| S••••••••• C•••••• A••••••• independent RIA | $805M | +77% | 11 | $73.2M | 96% | 86% | 45 | 8 | |
| T•••• W••••• independent RIA | $804M | 7 | $115M | 100% | 84% | 122 | 1 | ||
| H••••• W••••• independent RIA | $804M | +71% | 38 | $21.1M | 100% | 57% | 36 | 13 | |
| M•••• L••• • W•••••• L•• independent RIA | $803M | +35% | 23 | $34.9M | 56% | 70% | 21 | 1 | |
| P•• A•••••••• L•• independent RIA | $801M | +15% | 11 | $72.8M | 94% | 62% | 155 | 4 | |
| C••••••• A•••• M••••••••• L•• independent RIA | $800M | +42% | 23 | $34.8M | 99% | 61% | 82 | 8 | |
| C••••••• W••••• M••••••••• I••• independent RIA | $798M | +12% | 8 | $99.8M | 72% | 77% | 73 | 2 | |
| M••••••• F•••••••• S•••••••• I••• independent RIA | $798M | +17% | 4 | $199M | 99% | 72% | 232 | 2 | |
| W••••••• C•••••• independent RIA | $796M | +11% | 5 | $159M | 93% | 71% | 194 | 1 | |
| B•••• M•••• W••••• S••••••••• L•• independent RIA | $795M | 8 | $99.4M | 99% | 88% | 55 | 12 | ||
| B•• I••••••••• A••••••• independent RIA | $794M | +5.1% | 5 | $159M | 61% | 90% | 61 | 1 | |
| W••••• M••••••••• P•••••••• L•• independent RIA | $794M | +19% | 9 | $88.2M | 96% | 79% | 87 | 1 | |
| C•••••• W••••• M••••••••• L•• independent RIA | $793M | +9.3% | 8 | $99.1M | 95% | 73% | 71 | 3 | |
| C••••••••• W••••• M••••••••• L••• independent RIA | $792M | +40% | 6 | $132M | 72% | 78% | 105 | 2 | |
| W••••••• F•••••••• A•••••••• I••• independent RIA | $789M | +15% | 6 | $132M | 98% | 89% | 69 | 12 | |
| H••• I••••••••• I••• independent RIA | $788M | +24% | 1 | $788M | 100% | 83% | 589 | 1 | |
| I••••••• F•• independent RIA | $787M | +84% | 14 | $56.2M | 100% | 73% | 62 | 15 | |
| S••••••• F•••••••• G•••• independent RIA | $787M | +16% | 4 | $197M | 98% | 74% | 284 | 3 | |
| W•••••••• C•••••• M••••••••• L•• independent RIA | $787M | +12% | 7 | $112M | 85% | 85% | 59 | 1 | |
| C••••• C•••••• A•••••••• L•• independent RIA | $786M | +21% | 11 | $71.4M | 97% | 81% | 55 | 2 | |
| I•••••• A•••••••• L•• independent RIA | $786M | +10% | 12 | $65.5M | 99% | 78% | 75 | 3 | |
| H••••••• W••••• M••••••••• independent RIA | $786M | +34% | 7 | $112M | 97% | 87% | 75 | 1 | |
| P•• O•• I••••••••• A••••••• I•• independent RIA | $785M | +17% | 6 | $131M | 52% | 89% | 50 | 1 | 12 |
| F••••••• S••••••••• I••• independent RIA | $784M | -32% | 28 | $28.0M | 82% | 64% | 36 | 13 |
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.