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 |
|---|---|---|---|---|---|---|---|---|---|
| WEALTH MANAGEMENT ADVISORS, LLC independent RIA | $686M | +22% | 5 | $137M | 75% | 87% | 140 | 2 | |
| MA PRIVATE WEALTH, LLC independent RIA | $686M | +17% | 5 | $137M | 100% | 74% | 73 | 2 | |
| THAYER PARTNERS LLC independent RIA | $686M | +71% | 8 | $85.7M | 64% | 81% | 44 | 6 | |
| P•••••••• W••••• P•••••••• L•• independent RIA | $685M | +28% | 18 | $38.1M | 100% | 78% | 11 | 1 | |
| C•••••• W••••• M••••••••• L•• independent RIA | $683M | +12% | 6 | $114M | 96% | 88% | 61 | 3 | |
| S•••••• I••••••••• M••••••••• L•• independent RIA | $681M | +48% | 19 | $35.9M | 97% | 69% | 130 | 5 | |
| L••• M•••••• G•••• independent RIA | $681M | +11% | 3 | $227M | 89% | 90% | 110 | 1 | |
| V•• B•••••• • A••••••••• independent RIA | $680M | +18% | 5 | $136M | 100% | 83% | 100 | 2 | |
| L••••••• W••••• M••••••••• independent RIA | $680M | +10% | 5 | $136M | 95% | 79% | 57 | 1 | |
| C•••••• M••••••••• F•••••••• A••••••• independent RIA | $680M | +20% | 10 | $68.0M | 82% | 70% | 71 | 2 | |
| S•••• F•••••••• G•••• independent RIA | $679M | +10% | 15 | $45.3M | 100% | 85% | 34 | 1 | |
| S••••• S••••••••• I••• independent RIA | $679M | +13% | 25 | $27.2M | 100% | 82% | 45 | 9 | |
| T••• W••••• M••••••••• I•• independent RIA | $679M | +22% | 8 | $84.8M | 96% | 78% | 60 | 2 | |
| V•• W••••• A•••••••• L•• independent RIA | $678M | +15% | 5 | $136M | 92% | 82% | 122 | 2 | |
| F•••••••• S••••••••• G••••• I•• independent RIA | $677M | +23% | 7 | $96.8M | 98% | 53% | 183 | 2 | |
| L•••••• F•••••••• G••••• L•• independent RIA | $677M | +19% | 6 | $113M | 99% | 80% | 109 | 2 | |
| J••••••• • S•••••• A•••••••• L•• independent RIA | $676M | +15% | 12 | $56.4M | 88% | 76% | 36 | 3 | |
| R••••••• W••••• A••••••• independent RIA | $676M | +19% | 8 | $84.6M | 99% | 57% | 202 | 4 | |
| S••••• W••••• P•••••••• L•• independent RIA | $676M | +7.3% | 12 | $56.3M | 97% | 68% | 64 | 7 | |
| A•••••••• W••••• P••••••• independent RIA | $675M | +30% | 5 | $135M | 96% | 70% | 114 | 2 | |
| A••••••••• F•••••••• G•••• independent RIA | $675M | +34% | 7 | $96.4M | 89% | 77% | 82 | 2 | |
| B•••••• A•••••••• L•• independent RIA | $674M | +15% | 6 | $112M | 97% | 56% | 136 | 3 | |
| W••• F•••••••• A•••••••• L••••• independent RIA | $674M | +10% | 7 | $96.3M | 96% | 90% | 44 | 2 | |
| I••••••• W••••• M••••••••• independent RIA | $674M | +26% | 5 | $135M | 95% | 84% | 89 | 2 | |
| P••••••• F•••••••• G•••• L•• independent RIA | $673M | +18% | 4 | $168M | 99% | 87% | 98 | 2 | |
| F•••••••• W••••• P•••••••• L•• independent RIA | $672M | +24% | 7 | $96.0M | 72% | 86% | 97 | 2 | |
| P•••••• S••••••••• I••• independent RIA | $671M | +24% | 8 | $83.9M | 100% | 79% | 103 | 1 | |
| F•••• F•••••••• C•••••••• I••• independent RIA | $671M | +140% | 14 | $47.9M | 98% | 56% | 107 | 9 | |
| W••••• C••• L•• independent RIA | $669M | +16% | 3 | $223M | 95% | 88% | 70 | 3 | |
| T•• O•• R•••• F•••••••• S••••••• G••••• I•• independent RIA | $669M | +10% | 33 | $20.3M | 99% | 59% | 30 | 2 | |
| A••••• W••••• P••••••• independent RIA | $668M | -0.1% | 8 | $83.5M | 100% | 84% | 41 | 1 | |
| O•••••• P•••••• W••••• M••••••••• independent RIA | $668M | +45% | 11 | $60.7M | 87% | 80% | 37 | 4 | |
| V•••••• W••••• independent RIA | $667M | +119% | 4 | $167M | 100% | 88% | 58 | 1 | |
| I•• W••••• independent RIA | $667M | +15% | 7 | $95.2M | 95% | 84% | 52 | 1 | |
| P••••••• W••••• M••••••••• G••••• L•• independent RIA | $666M | +11% | 6 | $111M | 100% | 84% | 73 | 4 | |
| B••••••• W••••• A••••••• L•• independent RIA | $666M | +4.6% | 6 | $111M | 69% | 86% | 62 | 1 | |
| B••• B••• L•• independent RIA | $666M | +8.2% | 17 | $39.2M | 98% | 64% | 57 | 3 | |
| A••• W••••• A••••••• L•• independent RIA | $665M | +34% | 12 | $55.4M | 98% | 78% | 64 | 1 | |
| A•••• W••••• M••••••••• L•• independent RIA | $664M | +20% | 4 | $166M | 99% | 68% | 275 | 1 | |
| F•••••• A••••• L•• independent RIA | $664M | +18% | 6 | $111M | 74% | 64% | 90 | 6 | |
| M•••••••• S•••••••• C•••••• M••••••••• L•• independent RIA | $663M | +30% | 7 | $94.7M | 76% | 69% | 108 | 1 | |
| D••••••• I••••••••• L•• independent RIA | $663M | -0.3% | 3 | $221M | 77% | 76% | 254 | 1 | |
| I••••••• F••••••••• L•• independent RIA | $663M | +15% | 8 | $82.8M | 80% | 59% | 74 | 2 | |
| B••• W••••• A••••••• independent RIA | $662M | +30% | 10 | $66.2M | 94% | 65% | 81 | 1 | |
| Q•••••• A••••••• L••••• independent RIA | $662M | +28% | 5 | $132M | 53% | 88% | 78 | 1 | 5 |
| A••••• I••••••••• P••••••• independent RIA | $661M | +6.9% | 5 | $132M | 94% | 72% | 186 | 2 | |
| T•• G•••••••• G••••• I••• independent RIA | $661M | +37% | 5 | $132M | 100% | 90% | 60 | 1 | |
| B•••••• A•••• M••••••••• I••• independent RIA | $661M | +96% | 19 | $34.8M | 86% | 67% | 44 | 2 | |
| H••••••••• I••••••••• C• independent RIA | $661M | +6.4% | 6 | $110M | 93% | 81% | 54 | 4 | |
| T••••••••• L•• independent RIA | $659M | +18% | 11 | $59.9M | 96% | 82% | 45 | 1 | |
| P•••• W••••• M••••••••• L•• independent RIA | $658M | +20% | 6 | $110M | 68% | 68% | 106 | 1 | |
| A•••• W••••• M••••••••• L•• independent RIA | $658M | +29% | 8 | $82.2M | 99% | 87% | 43 | 2 | |
| S••••••• A•••• M••••••••• I•• independent RIA | $657M | +2.7% | 8 | $82.2M | 87% | 83% | 38 | 3 | |
| I••••••••• W••••• B••••••• L•• independent RIA | $657M | +25% | 8 | $82.2M | 100% | 58% | 221 | 3 | |
| W••• F•••••••• A••••••• independent RIA | $657M | +25% | 6 | $110M | 99% | 81% | 73 | 1 | |
| T••••• C•••••• M••••••••• L•• independent RIA | $657M | +65% | 16 | $41.0M | 100% | 67% | 49 | 4 | |
| W••••• S••••• W••••• A•••••••• L•• independent RIA | $656M | +43% | 10 | $65.6M | 84% | 62% | 45 | 4 | |
| M•••••••• F•••••••• A••••••••• L•• independent RIA | $654M | 8 | $81.8M | 97% | 72% | 77 | 3 | ||
| C•••••• P•••••• I••••••••• A•••••••• I••• independent RIA | $654M | +15% | 5 | $131M | 99% | 84% | 110 | 1 | |
| P• N••• F•••••••• S••••••• L•• independent RIA | $654M | +112% | 6 | $109M | 96% | 75% | 120 | 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.