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.
4,728 practices match
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| SEVENBRIDGE FINANCIAL GROUP, LLC independent RIA | $731M | +15% | 3 | $244M | 96% | 80% | 134 | 2 | |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC independent RIA | $730M | +13% | 7 | $104M | 99% | 86% | 75 | 1 | |
| IPSWICH INVESTMENT MANAGEMENT COMPANY, INC independent RIA | $730M | +5.0% | 6 | $122M | 86% | 53% | 42 | 1 | |
| C•••••••• C•••••• A•••••••• L•• independent RIA | $730M | +17% | 3 | $243M | 60% | 77% | 142 | 1 | |
| C•••• F•••••••• A••••••• independent RIA | $729M | 5 | $146M | 85% | 90% | 75 | 1 | ||
| L•••• S••••••••• I••• independent RIA | $729M | +22% | 13 | $56.0M | 97% | 53% | 90 | 1 | |
| A•• W••••• M••••••••• L•• independent RIA | $728M | +20% | 7 | $104M | 77% | 88% | 39 | 1 | |
| T••••••••• C•••••• M••••••••• L•• independent RIA | $727M | +21% | 7 | $104M | 100% | 67% | 318 | 1 | |
| Q•••••• F•••••••• P••••••• S•••••••• I••• independent RIA | $727M | +27% | 15 | $48.5M | 98% | 70% | 53 | 2 | |
| K••••• W••••• M••••••••• I••• independent RIA | $727M | +11% | 6 | $121M | 99% | 73% | 183 | 2 | |
| R••••••••• I••••••••• G••••• L•• independent RIA | $726M | +14% | 5 | $145M | 90% | 84% | 51 | 1 | |
| G•••• P•••• W••••• A•••••••• L•• independent RIA | $726M | +16% | 3 | $242M | 92% | 87% | 151 | 2 | 1 |
| B••••• F•••••••• A•••••••• I••• independent RIA | $725M | +27% | 3 | $242M | 100% | 78% | 221 | 1 | |
| T•• P••••• G••••• I••• independent RIA | $725M | +17% | 7 | $104M | 95% | 85% | 64 | 1 | |
| W••••••••• A•••••••• L•• independent RIA | $724M | -8.6% | 9 | $80.4M | 100% | 65% | 50 | 3 | |
| C••• C•••••• A••••••• independent RIA | $723M | +23% | 8 | $90.4M | 91% | 78% | 94 | 3 | |
| M••••••••• W••••• M••••••••• L•• independent RIA | $723M | +15% | 8 | $90.4M | 91% | 60% | 113 | 3 | |
| M••••••••• F•••••••• G•••• independent RIA | $721M | +16% | 4 | $180M | 99% | 70% | 205 | 3 | |
| W••••• M••••••••• A••••••••• I••• independent RIA | $717M | +11% | 11 | $65.2M | 92% | 67% | 82 | 4 | |
| R•• W••••• A••••••• independent RIA | $716M | +11% | 12 | $59.7M | 94% | 78% | 104 | 1 | |
| F•••••••• M••••••••• S••••••••• I••• independent RIA | $714M | +15% | 21 | $34.0M | 87% | 60% | 88 | 8 | |
| V•••••• W••••• M••••••••• independent RIA | $713M | +19% | 9 | $79.3M | 90% | 83% | 62 | 1 | |
| E•••••••• M••••••••• C••• independent RIA | $712M | +8.4% | 7 | $102M | 93% | 84% | 44 | 5 | |
| V•••••••• B••••• F•••••••• P••••••• independent RIA | $712M | +18% | 7 | $102M | 100% | 53% | 284 | 1 | |
| T•• W••••• G•••• • A••••• B• C•••• • A••••••••• independent RIA | $711M | +25% | 12 | $59.3M | 100% | 77% | 49 | 2 | |
| L••••••• W••••• A•••••••• I••• independent RIA | $710M | +16% | 9 | $78.9M | 100% | 64% | 96 | 3 | |
| P••• P••••••• G••••• L•• independent RIA | $710M | +9.1% | 8 | $88.7M | 100% | 71% | 105 | 5 | |
| W••••••••• C•••••• M••••••••• L•• independent RIA | $710M | +18% | 5 | $142M | 100% | 69% | 91 | 2 | |
| R•••• • A••••••••• independent RIA | $710M | +7.1% | 8 | $88.7M | 100% | 67% | 185 | 3 | |
| N•••••••• W••••• M••••••••• independent RIA | $706M | +15% | 4 | $177M | 95% | 79% | 143 | 2 | |
| S••••••• C••••• • E•••• W••••• M••••••••• L•• independent RIA | $706M | +13% | 6 | $118M | 89% | 70% | 92 | 1 | |
| B••• W••••• W••••• S•••••••• independent RIA | $704M | 10 | $70.4M | 99% | 90% | 26 | 7 | ||
| W•••••• C•••••• M••••••••• L•• independent RIA | $703M | +5.8% | 6 | $117M | 89% | 60% | 76 | 4 | |
| C••• W••••• A•••••••• I••• independent RIA | $702M | +23% | 11 | $63.8M | 100% | 83% | 53 | 1 | |
| C••••••••• I••••••••• M••••••••• I••• independent RIA | $702M | +12% | 5 | $140M | 72% | 85% | 45 | 1 | 2 |
| R•• F••••• W••••• A•••••••• L•• independent RIA | $701M | +42% | 13 | $53.9M | 91% | 82% | 41 | 5 | |
| 3•• F•••••••• independent RIA | $701M | +23% | 10 | $70.1M | 88% | 75% | 118 | 3 | |
| L••••••••• F•••••••• A•••••••• L•• independent RIA | $700M | +19% | 12 | $58.4M | 77% | 85% | 31 | 1 | |
| H•• W••••• M••••••••• independent RIA | $700M | -1.9% | 7 | $99.9M | 70% | 60% | 25 | 1 | |
| T•• R••••••••• S••••••• L•• independent RIA | $699M | +22% | 17 | $41.1M | 100% | 58% | 48 | 5 | |
| I•• A••••••• L•• independent RIA | $699M | +10% | 8 | $87.4M | 98% | 69% | 198 | 4 | |
| T••••• W••••• P•••••••• L•• independent RIA | $699M | +38% | 10 | $69.9M | 96% | 83% | 68 | 1 | |
| G••• F•• W••••• A•••••••• L•• independent RIA | $699M | +28% | 11 | $63.5M | 79% | 79% | 28 | 1 | |
| C•••••• C•••••• C••••••••• independent RIA | $695M | +24% | 11 | $63.2M | 98% | 69% | 119 | 3 | |
| P•••••• W••••• A•••••••• L•• independent RIA | $695M | +44% | 5 | $139M | 91% | 76% | 98 | 1 | |
| H••• F•••• A•••••••• I••• independent RIA | $695M | +14% | 11 | $63.2M | 99% | 67% | 71 | 1 | |
| B•••• S•••• G••••• L•• independent RIA | $694M | +24% | 9 | $77.1M | 86% | 83% | 42 | 1 | 3 |
| W•• F•••••••• A•••••••• L•• independent RIA | $694M | +13% | 15 | $46.3M | 65% | 80% | 106 | 1 | |
| C•••••••• A••••••• I•• independent RIA | $694M | +12% | 4 | $173M | 51% | 81% | 68 | 1 | |
| B• • A••••••••• I••• independent RIA | $693M | +13% | 2 | $346M | 100% | 65% | 265 | 1 | |
| S••••• W••••• independent RIA | $693M | +15% | 5 | $139M | 96% | 87% | 86 | 2 | |
| M•••••• F•••••••• • C••• independent RIA | $692M | +37% | 10 | $69.2M | 98% | 75% | 69 | 6 | |
| L••••• C•••••• M••••••••• I••• independent RIA | $691M | +12% | 11 | $62.8M | 73% | 73% | 66 | 3 | 1 |
| P••• G•••• F••••••••• I••• independent RIA | $690M | +28% | 18 | $38.4M | 100% | 69% | 68 | 9 | |
| W••• B••••• C•••••• L•• independent RIA | $690M | +9.4% | 4 | $173M | 98% | 88% | 93 | 4 | |
| F••••• I••••••••• C••••• independent RIA | $689M | +16% | 12 | $57.4M | 94% | 77% | 73 | 3 | |
| E••• E•• F•••••••• G••••• I••• independent RIA | $689M | +19% | 6 | $115M | 75% | 82% | 53 | 2 | |
| N•••• F••••••••• L•• independent RIA | $688M | +32% | 6 | $115M | 98% | 70% | 133 | 4 | |
| A••••••• A••••••• • S••••••••• L•• independent RIA | $687M | +7.5% | 16 | $43.0M | 99% | 75% | 41 | 5 | |
| S•••• W•••••• L•• independent RIA | $686M | +44% | 19 | $36.1M | 87% | 59% | 52 | 2 |
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.