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 |
|---|---|---|---|---|---|---|---|---|---|
| AVISO WEALTH MANAGEMENT independent RIA | $621M | +26% | 9 | $69.0M | 94% | 65% | 101 | 9 | |
| ALTUS WEALTH GROUP, LLC independent RIA | $620M | +8.3% | 6 | $103M | 98% | 74% | 131 | 2 | |
| BNA WEALTH independent RIA | $620M | +23% | 6 | $103M | 99% | 72% | 89 | 1 | |
| M•••••• W••••• M••••••••• L•• independent RIA | $619M | +16% | 6 | $103M | 95% | 84% | 54 | 3 | |
| A•••••••• L••••••••• • C••• I••• independent RIA | $619M | +18% | 5 | $124M | 100% | 80% | 237 | 1 | |
| S••••••••• independent RIA | $618M | 9 | $68.7M | 97% | 70% | 72 | 5 | ||
| H•••••• S••••••••• W••••• M••••••••• L•• independent RIA | $618M | +14% | 3 | $206M | 90% | 80% | 148 | 1 | |
| E• W••••• A••••••• independent RIA | $617M | +10% | 3 | $206M | 94% | 85% | 99 | 1 | |
| G•••••••• F•••••••• G••••• L•• independent RIA | $617M | +24% | 4 | $154M | 59% | 67% | 162 | 1 | |
| H•••••• W••••• • T•• S•••••••• independent RIA | $616M | +26% | 9 | $68.5M | 99% | 66% | 92 | 5 | |
| G••• L•••• A•••••••• L•• independent RIA | $616M | +14% | 8 | $77.0M | 88% | 80% | 100 | 1 | |
| F•• W••••• M••••••••• independent RIA | $616M | +21% | 8 | $77.0M | 100% | 86% | 41 | 1 | |
| F•••••• D•• S••••••••• L•• independent RIA | $615M | +8.1% | 5 | $123M | 100% | 87% | 84 | 4 | |
| D••••• W••••• M••••••••• independent RIA | $614M | -0.5% | 12 | $51.2M | 100% | 66% | 70 | 3 | |
| C•••••• A• W••••• M••••••••• independent RIA | $613M | +49% | 12 | $51.1M | 92% | 53% | 95 | 5 | |
| W•••• F•••••••• M••••••••• L•• independent RIA | $613M | +15% | 4 | $153M | 100% | 90% | 90 | 2 | |
| Q••••• P••••••• I••••••••• M••••••••• independent RIA | $612M | +12% | 29 | $21.1M | 59% | 57% | 26 | 13 | |
| F•••••••• S••••••• M••••••••• I•• independent RIA | $612M | +10.0% | 8 | $76.4M | 100% | 52% | 138 | 1 | |
| S•••••• F••••••••• L•• independent RIA | $611M | +14% | 2 | $306M | 58% | 86% | 109 | 1 | |
| A•••• T•••• W••••• A•••••••• L•• independent RIA | $611M | -0.1% | 3 | $204M | 94% | 85% | 147 | 1 | |
| P•••••••• A•••• A•••••••• I••• independent RIA | $611M | +6.2% | 6 | $102M | 96% | 68% | 74 | 3 | |
| F•••••••• P•••• • S••••••••• I••• independent RIA | $611M | +33% | 6 | $102M | 100% | 66% | 180 | 2 | |
| V•••• I••••••••• P••••••• L•• independent RIA | $611M | +13% | 6 | $102M | 91% | 81% | 75 | 2 | |
| W•••••• F••••••••• I••• independent RIA | $610M | +21% | 1 | $610M | 99% | 67% | 437 | 1 | |
| K••••• • N••••• F••••• W••••• independent RIA | $610M | +28% | 8 | $76.2M | 100% | 85% | 63 | 1 | |
| S•••••••• W••••• M••••••••• independent RIA | $610M | +18% | 10 | $61.0M | 98% | 84% | 40 | 2 | |
| E•••••••• W••••• M••••••••• I••• independent RIA | $609M | +42% | 13 | $46.9M | 83% | 69% | 36 | 7 | 11 |
| C••••••••• W••••• A•••••••• I••• independent RIA | $609M | +15% | 5 | $122M | 99% | 83% | 67 | 1 | |
| B••••• H••••• W••••• A••••••• independent RIA | $608M | -2.8% | 6 | $101M | 96% | 79% | 95 | 1 | |
| C••••••• S••••• C••••••• I••• independent RIA | $606M | +6.1% | 8 | $75.7M | 96% | 73% | 66 | 3 | |
| T••• F•••••••• independent RIA | $605M | +4.9% | 10 | $60.5M | 96% | 61% | 125 | 5 | |
| M•• W••••• A•••••••• L•• independent RIA | $605M | +14% | 9 | $67.3M | 100% | 72% | 89 | 1 | |
| A•••• B•••• independent RIA | $605M | +6.6% | 7 | $86.5M | 92% | 63% | 63 | 1 | |
| F•••••• P•••••• W•••••• L•• independent RIA | $605M | +18% | 6 | $101M | 99% | 83% | 77 | 1 | |
| A•••• W••••• M••••••••• L•• independent RIA | $603M | +36% | 10 | $60.3M | 97% | 54% | 99 | 1 | |
| I•••••• P•••••• W•••••• L•• independent RIA | $603M | +29% | 4 | $151M | 99% | 81% | 145 | 1 | |
| D•••••• F•••••••• independent RIA | $602M | +86% | 12 | $50.1M | 100% | 62% | 83 | 5 | |
| A••••••• W••••• A•••••••• L•• independent RIA | $601M | +21% | 6 | $100M | 82% | 57% | 108 | 1 | |
| M•••• A•••••••• L•• independent RIA | $601M | +17% | 4 | $150M | 100% | 88% | 87 | 1 | |
| A••• F•••••••• L•• independent RIA | $601M | +28% | 7 | $85.8M | 64% | 89% | 36 | 3 | 5 |
| O••• F•••••••• P••••••• independent RIA | $601M | +22% | 11 | $54.6M | 97% | 81% | 33 | 2 | |
| G•••••• C•••••• A•••• M••••••••• independent RIA | $599M | +19% | 1 | $599M | 97% | 88% | 337 | 1 | |
| W••••• A••••••• S••••••••• L•• independent RIA | $599M | +6.9% | 9 | $66.6M | 98% | 80% | 75 | 4 | |
| P••••••••• G••••• A• D••••••• O• P••••••••• W••••• M••••••••• independent RIA | $599M | +20% | 7 | $85.5M | 99% | 83% | 65 | 1 | |
| W••••••• C•••••• M••••••••• I•• independent RIA | $598M | +18% | 5 | $120M | 88% | 74% | 160 | 3 | |
| M••••••• R••• P••••••••• independent RIA | $597M | +49% | 6 | $99.5M | 77% | 57% | 132 | 2 | |
| C••• independent RIA | $596M | +16% | 11 | $54.1M | 92% | 62% | 98 | 3 | |
| E••••••• P•••••• W•••••• I••• independent RIA | $595M | +69% | 11 | $54.1M | 95% | 77% | 47 | 5 | |
| R•••••• W••••• P•••••••• L•• independent RIA | $595M | +14% | 6 | $99.2M | 100% | 74% | 283 | 1 | |
| A••••••• I••••••••• G••••• L•• independent RIA | $595M | +15% | 4 | $149M | 94% | 87% | 115 | 9 | |
| V••••• W••••• S•••••••• independent RIA | $595M | +19% | 3 | $198M | 93% | 86% | 102 | 1 | |
| O•••••• W••••• A•••••••• L•• independent RIA | $594M | +9.3% | 6 | $99.0M | 100% | 75% | 95 | 7 | |
| H••••••••• W••••• independent RIA | $593M | +19% | 6 | $98.8M | 98% | 84% | 63 | 3 | |
| W••••• P••••••••• A•••••••• L•• independent RIA | $592M | +10% | 2 | $296M | 100% | 80% | 165 | 1 | |
| H••••• P••••••• • M••••••••• L•• independent RIA | $592M | +20% | 5 | $118M | 99% | 84% | 75 | 1 | |
| P••••••• C•••••• M••••••••• I••• independent RIA | $591M | +21% | 6 | $98.5M | 96% | 77% | 71 | 2 | |
| A•• P••••••• independent RIA | $591M | 10 | $59.1M | 84% | 81% | 50 | 2 | ||
| T•• L••••• F•••••••• G••••• I••• independent RIA | $591M | +15% | 8 | $73.8M | 100% | 89% | 40 | 3 | |
| R••••• W••••• M••••••••• independent RIA | $590M | +24% | 4 | $147M | 96% | 79% | 120 | 1 | |
| M••••••• W••••• M••••••••• I••• independent RIA | $590M | +42% | 9 | $65.5M | 76% | 78% | 45 | 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.