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 |
|---|---|---|---|---|---|---|---|---|---|
| EAGLE WEALTH STRATEGIES independent RIA | $654M | +17% | 9 | $72.6M | 93% | 70% | 72 | 2 | |
| BCU WEALTH ADVISORS, LLC independent RIA | $654M | +22% | 15 | $43.6M | 100% | 53% | 58 | 18 | |
| COLLABORATIVE WEALTH independent RIA | $653M | +16% | 14 | $46.7M | 89% | 58% | 65 | 4 | |
| C••••••••• C•••••• M••••••••• I••• independent RIA | $653M | +12% | 4 | $163M | 98% | 87% | 110 | 1 | |
| P••••••• I••••••••• L•• independent RIA | $653M | +27% | 7 | $93.2M | 50% | 70% | 83 | 5 | |
| E•••• M•••••••• • M•••••••• L•• independent RIA | $652M | +14% | 6 | $109M | 98% | 66% | 108 | 2 | |
| B•• W••••• M••••••••• independent RIA | $652M | +12% | 6 | $109M | 95% | 78% | 98 | 2 | |
| W•••• A•••• M••••••••• I••• independent RIA | $652M | +12% | 1 | $652M | 100% | 86% | 405 | 1 | |
| M•••• A•••• M••••••••• I••• independent RIA | $651M | +68% | 17 | $38.3M | 51% | 79% | 30 | 3 | |
| M•••••• P••••••••• P•••••••• L••• independent RIA | $649M | +17% | 17 | $38.2M | 96% | 84% | 42 | 4 | |
| E•••• L•• independent RIA | $649M | +15% | 8 | $81.2M | 93% | 88% | 72 | 3 | |
| 5• C•••••• M••••••••• L•• independent RIA | $648M | +21% | 8 | $81.0M | 97% | 80% | 64 | 3 | |
| B••••• S••••••• W••••• M••••••••• L•• independent RIA | $648M | +18% | 4 | $162M | 100% | 85% | 98 | 2 | |
| L••••• W••••• P•••••••• L•• independent RIA | $646M | +15% | 9 | $71.8M | 99% | 56% | 116 | 1 | |
| T•••••• C•••••• M••••••••• independent RIA | $646M | +34% | 14 | $46.1M | 96% | 64% | 157 | 3 | |
| H•••• B•• C•••••• M••••••••• independent RIA | $644M | 6 | $107M | 91% | 84% | 21 | 1 | ||
| R••••••• M•••••• W••••• M••••••••• independent RIA | $644M | +25% | 9 | $71.5M | 85% | 63% | 141 | 1 | |
| H••••••• W••••• M••••••••• I••• independent RIA | $643M | +31% | 6 | $107M | 55% | 86% | 37 | 1 | 8 |
| C•••••• W••••• M••••••••• independent RIA | $643M | +6.9% | 4 | $161M | 100% | 89% | 106 | 1 | |
| T•••• L•• independent RIA | $643M | +17% | 6 | $107M | 100% | 61% | 144 | 4 | |
| G•••••• H••••• A•••••••• I••• independent RIA | $642M | +14% | 10 | $64.2M | 91% | 83% | 42 | 2 | 3 |
| S••••••••• W••••• M••••••••• L•• independent RIA | $642M | +25% | 6 | $107M | 100% | 86% | 52 | 1 | |
| P•••••• W••••• A••••••• I••• independent RIA | $641M | +16% | 7 | $91.6M | 96% | 68% | 220 | 1 | |
| R•••• A•••• M••••••••• C• I•• independent RIA | $640M | +22% | 8 | $80.0M | 96% | 84% | 51 | 3 | |
| H••••••• F•••••••• A•••••••• L•• independent RIA | $640M | +27% | 8 | $80.0M | 91% | 88% | 41 | 1 | |
| N•••••••• A•••••••• I••• independent RIA | $639M | +11% | 4 | $160M | 68% | 80% | 83 | 3 | |
| S• W••••• M••••••••• L•• independent RIA | $639M | +15% | 6 | $106M | 100% | 90% | 53 | 5 | |
| B•••••••• F••••••••• I••• independent RIA | $639M | +13% | 1 | $639M | 91% | 78% | 547 | 1 | |
| H•••••• A•••••••• L••• independent RIA | $638M | +18% | 4 | $160M | 99% | 88% | 81 | 2 | |
| S••••••• C•••••• A•••••••• L•• independent RIA | $637M | +24% | 6 | $106M | 99% | 66% | 135 | 2 | |
| F•••••• F•••••••• S••••••• I•• independent RIA | $636M | +13% | 4 | $159M | 92% | 82% | 152 | 1 | |
| E•••••• F•••••••• A•••••••• L•• independent RIA | $636M | +19% | 4 | $159M | 100% | 80% | 73 | 1 | |
| H•••••• W••••• A•••••••• L•• independent RIA | $636M | +26% | 11 | $57.8M | 100% | 81% | 53 | 1 | |
| N•••••••• F•••••••• S••••••• I•• independent RIA | $635M | +15% | 9 | $70.5M | 100% | 84% | 42 | 1 | |
| T•• S••••••• G•••• independent RIA | $634M | +4.4% | 6 | $106M | 100% | 78% | 98 | 2 | |
| V••••• R••••••••• independent RIA | $634M | +163% | 7 | $90.5M | 99% | 81% | 158 | 3 | |
| K•••••••• W••••• A••••••• independent RIA | $633M | +20% | 6 | $106M | 98% | 87% | 63 | 1 | |
| W•••••••• W••••• D•••••• L•• independent RIA | $633M | 7 | $90.4M | 100% | 73% | 104 | 1 | ||
| V•••••••• I••••••••• A•••••••• I••• independent RIA | $632M | +36% | 5 | $126M | 99% | 86% | 86 | 1 | |
| F••••• F•••••••• G••••• L•• independent RIA | $632M | +20% | 6 | $105M | 93% | 89% | 56 | 3 | |
| P••• R••••••••• P•••••••• I••• independent RIA | $631M | +160% | 14 | $45.1M | 100% | 76% | 65 | 2 | |
| A••••••• I•••••••• C• independent RIA | $631M | +21% | 28 | $22.5M | 95% | 73% | 27 | 13 | |
| S••••• I••••••••• A•••••••• I••• independent RIA | $631M | +22% | 2 | $315M | 96% | 87% | 193 | 1 | |
| C••••••• W••••• M••••••••• L•• independent RIA | $630M | +20% | 6 | $105M | 100% | 89% | 51 | 1 | |
| D••••••• C•••••• M••••••••• I•• independent RIA | $630M | +11% | 5 | $126M | 82% | 79% | 83 | 2 | |
| L••••• W••••• M••••••••• L•• independent RIA | $629M | +32% | 57 | $11.0M | 97% | 61% | 57 | 22 | |
| C••••••••• W••••• M••••••••• independent RIA | $629M | +21% | 5 | $126M | 68% | 81% | 75 | 1 | |
| G•• A•••• M••••••••• L•• independent RIA | $628M | +18% | 4 | $157M | 88% | 72% | 123 | 1 | |
| M••••••• I••••••••• A•••••••• I••• independent RIA | $628M | +18% | 5 | $126M | 75% | 66% | 122 | 1 | |
| A••••• C•••••• M••••••••• independent RIA | $628M | +9.0% | 3 | $209M | 97% | 85% | 143 | 2 | |
| E•••••• F•••••••• G••••• I••• independent RIA | $626M | +13% | 5 | $125M | 96% | 85% | 86 | 3 | |
| B•• F•••••••• A••••••• independent RIA | $626M | +15% | 9 | $69.6M | 96% | 78% | 60 | 1 | |
| R••••• W••••• M••••••••• independent RIA | $626M | +55% | 8 | $78.2M | 95% | 88% | 42 | 1 | |
| S•••••••• W••••• A••••••• L•• independent RIA | $625M | +3.0% | 29 | $21.6M | 83% | 73% | 43 | 2 | |
| P•••••••• D••••• L•••• L•• independent RIA | $625M | +25% | 1 | $625M | 88% | 60% | 346 | 1 | |
| B•••• F••••• A••••••• independent RIA | $624M | +15% | 7 | $89.2M | 98% | 85% | 47 | 2 | |
| S••••••• • H••••••• F•••••••• A••••••• I•• independent RIA | $624M | +10% | 6 | $104M | 98% | 82% | 68 | 1 | |
| H••••••••• F•••••••• independent RIA | $622M | +8.3% | 6 | $104M | 83% | 73% | 107 | 1 | |
| H• F•••••••• M••••••••• independent RIA | $622M | +17% | 6 | $104M | 89% | 78% | 91 | 1 | |
| A•••••• L•• independent RIA | $622M | +27% | 11 | $56.5M | 68% | 83% | 24 | 3 | 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.