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 |
|---|---|---|---|---|---|---|---|---|---|
| BELLWETHER WEALTH independent RIA | $784M | +14% | 8 | $98.0M | 87% | 80% | 60 | 1 | |
| CENTURION WEALTH MANAGEMENT independent RIA | $784M | +33% | 6 | $131M | 96% | 83% | 71 | 3 | |
| HARFST AND ASSOCIATES, INC. independent RIA | $783M | +8.5% | 3 | $261M | 90% | 84% | 166 | 2 | |
| O•• P••• A••••••• independent RIA | $783M | +4.9% | 11 | $71.2M | 87% | 58% | 74 | 1 | |
| A•••••• I••••••••• I••• independent RIA | $782M | +14% | 21 | $37.3M | 52% | 66% | 47 | 8 | |
| C•••••• C•••••• K••• L•• independent RIA | $782M | +27% | 51% | 88% | 2 | ||||
| W••••• F•••••••• independent RIA | $782M | +16% | 7 | $112M | 81% | 88% | 67 | 2 | |
| D•••••• • C•••••• A•• A••••••••• independent RIA | $781M | +11% | 9 | $86.8M | 62% | 62% | 96 | 2 | |
| W••• M••••••• A••••••• independent RIA | $781M | +27% | 17 | $46.0M | 100% | 64% | 81 | 1 | |
| G••••••• A••••••• L•• independent RIA | $778M | +24% | 6 | $130M | 83% | 84% | 74 | 1 | 4 |
| M••• F••••••••• I••• independent RIA | $776M | +13% | 10 | $77.6M | 95% | 65% | 111 | 3 | |
| M••••• S••••• W••••• M••••••••• A•••••••• L•• independent RIA | $776M | +9.1% | 8 | $97.0M | 98% | 87% | 53 | 8 | |
| B•• A•••••••• L•• independent RIA | $776M | +16% | 8 | $97.0M | 74% | 85% | 50 | 1 | |
| S•••• W••••• M••••••••• independent RIA | $774M | 1 | $774M | 96% | 80% | 660 | 2 | ||
| F•••• Z••• C•••••• M••••••••• L•• independent RIA | $774M | +15% | 7 | $111M | 95% | 83% | 148 | 1 | |
| F••••••••• W••••• M••••••••• L•• independent RIA | $773M | +17% | 7 | $110M | 98% | 88% | 81 | 1 | |
| B••••• C••••••• A•••••••• L•• independent RIA | $772M | +2.3% | 4 | $193M | 53% | 83% | 144 | 2 | |
| P••••••••• F•••••••• A•••••••• L•• independent RIA | $770M | +25% | 7 | $110M | 65% | 54% | 473 | 4 | |
| G•••• S••••• A•••• M••••••••• I•• independent RIA | $769M | +15% | 7 | $110M | 87% | 88% | 61 | 2 | |
| A•• W••••• A••••••• G•••• independent RIA | $768M | +12% | 5 | $154M | 99% | 81% | 239 | 3 | |
| W••••• A•••• M••••••••• I••••••••• independent RIA | $768M | +18% | 2 | $384M | 89% | 71% | 422 | 1 | |
| C•••••• A••••••• independent RIA | $767M | +19% | 5 | $153M | 55% | 71% | 72 | 2 | |
| B•••••••• F•••••••• W••••• A••••••• L•• independent RIA | $766M | +6.2% | 7 | $109M | 99% | 75% | 52 | 4 | |
| D•••••• F•••••••• S••••••• C•••• independent RIA | $766M | +14% | 5 | $153M | 100% | 80% | 159 | 1 | |
| M••••••••• • A••••••••• independent RIA | $765M | 10 | $76.5M | 100% | 61% | 115 | 1 | ||
| S••••• W••••• G•••• L•• independent RIA | $762M | +16% | 7 | $109M | 98% | 88% | 64 | 2 | |
| S••••••• F•••••••• P••••••• I•• independent RIA | $761M | +13% | 8 | $95.1M | 98% | 83% | 70 | 1 | |
| A••••••• W••••• M••••••••• independent RIA | $761M | +9.5% | 5 | $152M | 96% | 72% | 175 | 1 | |
| S•• W••••• M••••••••• independent RIA | $760M | +18% | 9 | $84.5M | 93% | 81% | 130 | 3 | |
| S•• L••• W••••• A••••••• independent RIA | $760M | +7.7% | 7 | $109M | 75% | 88% | 32 | 1 | |
| H••••• F•••••••• S•••••••• L•• independent RIA | $760M | +23% | 9 | $84.4M | 100% | 76% | 93 | 1 | |
| H•••••• I••••••••• S•••••••• L•• independent RIA | $758M | +42% | 28 | $27.1M | 81% | 60% | 54 | 13 | |
| T••••••••• G•••• L•• independent RIA | $758M | 10 | $75.8M | 100% | 60% | 96 | 3 | ||
| K•••• F•••••••• A•••• A•••••••• L••• independent RIA | $758M | +20% | 14 | $54.1M | 100% | 52% | 73 | 2 | |
| M••••• W••••• P••••••• independent RIA | $756M | +16% | 2 | $378M | 100% | 89% | 148 | 2 | |
| T•••• C•••••• W••••• M••••••••• I•• independent RIA | $755M | +24% | 22 | $34.3M | 100% | 69% | 47 | 12 | |
| S•••••• • M•••••• L•• independent RIA | $753M | +20% | 3 | $251M | 84% | 57% | 209 | 1 | |
| B••••••• I••• independent RIA | $752M | +20% | 8 | $93.9M | 95% | 88% | 57 | 1 | |
| T••••• F•••••••• G•••• I•• independent RIA | $751M | +17% | 8 | $93.8M | 88% | 78% | 51 | 4 | |
| R••••••• W••••• M••••••••• L•• independent RIA | $750M | +19% | 5 | $150M | 86% | 85% | 172 | 1 | |
| F••••••• W••••• A•••••••• L••• independent RIA | $749M | +23% | 9 | $83.2M | 99% | 90% | 53 | 1 | |
| S•• I••••••••• C•••••• I••• independent RIA | $748M | +32% | 11 | $68.0M | 89% | 70% | 80 | 1 | 2 |
| W••••• F•••••••• P••••••• G••••• I••• independent RIA | $748M | +18% | 6 | $125M | 100% | 77% | 95 | 2 | |
| P•• F•••••••• G•••• independent RIA | $747M | +2.6% | 16 | $46.7M | 100% | 53% | 84 | 3 | |
| F•••••••• I••••••• W••••• M••••••••• independent RIA | $747M | +13% | 8 | $93.3M | 100% | 79% | 96 | 2 | |
| D••••••••• W••••• S••••••••• I••• independent RIA | $747M | +136% | 19 | $39.3M | 96% | 60% | 101 | 13 | |
| S••••• I••••••••• A••••••• S••••••• independent RIA | $746M | +18% | 8 | $93.2M | 100% | 60% | 134 | 3 | |
| S••••••• F•••••••• G•••• I•• independent RIA | $745M | +12% | 6 | $124M | 97% | 82% | 81 | 4 | |
| C••••••• D••••• F•••••••• independent RIA | $745M | +14% | 4 | $186M | 100% | 77% | 192 | 1 | |
| C••• F•••••••• G•••• independent RIA | $744M | +15% | 7 | $106M | 99% | 82% | 82 | 5 | |
| J••• E• S•••••• A•• C•••••• independent RIA | $744M | +17% | 8 | $93.0M | 100% | 70% | 101 | 2 | |
| E•••••• W•••••• L•• independent RIA | $744M | +16% | 13 | $57.2M | 72% | 65% | 50 | 1 | |
| A•••••••• I••••••••• independent RIA | $742M | +17% | 14 | $53.0M | 87% | 57% | 97 | 11 | |
| A• I••••••••• S••••••••• L•• independent RIA | $738M | +4.0% | 2 | $369M | 99% | 85% | 288 | 1 | |
| F•••••••• D••••••••• L•• independent RIA | $738M | +9.7% | 3 | $246M | 100% | 61% | 829 | 1 | |
| T•• M••••••• F•••••••• G•••• L•• independent RIA | $736M | +24% | 14 | $52.5M | 91% | 58% | 71 | 5 | |
| C•••••• I••••••••• independent RIA | $736M | +5.3% | 8 | $91.9M | 73% | 77% | 44 | 1 | |
| S•••••• F••••• O•••••• L•• independent RIA | $735M | +58% | 7 | $105M | 98% | 84% | 126 | 4 | |
| A••• F•••••••• G••••• L•• independent RIA | $733M | +28% | 9 | $81.4M | 96% | 85% | 68 | 1 | |
| N•••••••• L•• independent RIA | $732M | +12% | 8 | $91.5M | 91% | 79% | 85 | 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.