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 |
|---|---|---|---|---|---|---|---|---|---|
| VOISARD ASSET MANAGEMENT GROUP independent RIA | $589M | +20% | 6 | $98.2M | 93% | 78% | 74 | 2 | |
| GREATER MIDWEST FINANCIAL GROUP, LLC independent RIA | $589M | +15% | 8 | $73.7M | 90% | 71% | 85 | 1 | |
| FAIRFIELD, BUSH & CO. independent RIA | $589M | +13% | 3 | $196M | 98% | 90% | 80 | 1 | |
| W• A•••••••• L•• independent RIA | $589M | +16% | 2 | $294M | 100% | 86% | 196 | 2 | |
| H•• W••••• M••••••••• L•• independent RIA | $589M | +2.6% | 4 | $147M | 87% | 86% | 90 | 2 | |
| N••••• F•••••••• independent RIA | $588M | 9 | $65.3M | 91% | 85% | 25 | 3 | ||
| K•••• M•••••• • C••••••• L•• independent RIA | $588M | +14% | 6 | $97.9M | 66% | 90% | 30 | 1 | |
| C••••• R••• W••••• M••••••••• L•• independent RIA | $587M | +13% | 7 | $83.9M | 98% | 51% | 289 | 6 | |
| S••••• W••••• A••••••• independent RIA | $587M | +19% | 12 | $48.9M | 73% | 81% | 45 | 3 | |
| O•••••• S•••••• A•••••••• I••• independent RIA | $586M | +38% | 5 | $117M | 100% | 87% | 71 | 1 | |
| T••• P•••• W••••• A••••••• independent RIA | $585M | +42% | 10 | $58.5M | 97% | 79% | 42 | 4 | |
| H•••• G•••• A••••••• L•• independent RIA | $584M | +22% | 7 | $83.5M | 59% | 82% | 52 | 3 | |
| F••••••• P•••••• L•••••• L•• independent RIA | $584M | +69% | 19 | $30.7M | 81% | 55% | 36 | 7 | |
| P••••••• W••••• A••••••• independent RIA | $583M | +0.6% | 6 | $97.2M | 99% | 85% | 60 | 1 | |
| M••••• T•••• A••••••• independent RIA | $583M | +19% | 4 | $146M | 99% | 84% | 92 | 2 | |
| B•••• W••••• independent RIA | $582M | 6 | $97.0M | 99% | 80% | 199 | 1 | ||
| W•••• F•••••••• independent RIA | $580M | +14% | 7 | $82.9M | 98% | 64% | 122 | 2 | |
| N•••••••• Q••••••• W••••• M••••••••• independent RIA | $580M | +8.6% | 2 | $290M | 98% | 74% | 502 | 2 | |
| A••• W••••• M••••••••• L•• independent RIA | $580M | +80% | 5 | $116M | 84% | 79% | 187 | 2 | 1 |
| E•• W••••• M••••••••• L•• independent RIA | $579M | +17% | 10 | $57.9M | 92% | 82% | 116 | 7 | |
| M•••••• W••••• M••••••••• L•• independent RIA | $579M | +8.5% | 4 | $145M | 96% | 75% | 151 | 1 | |
| E••••••• W••••• M••••••••• independent RIA | $579M | +23% | 13 | $44.5M | 97% | 71% | 43 | 2 | |
| B••••• F•••••••• independent RIA | $577M | +8.2% | 8 | $72.1M | 98% | 58% | 93 | 1 | |
| G•• I••••••••• independent RIA | $576M | +15% | 3 | $192M | 58% | 90% | 43 | 1 | |
| S••• A•••••••• L•• independent RIA | $575M | +19% | 4 | $144M | 90% | 72% | 169 | 4 | |
| B•••••• F•••••••• S•••••••• L•• independent RIA | $573M | +17% | 5 | $115M | 97% | 84% | 95 | 2 | |
| N•••• S•••• P•••••• A•••• M••••••••• L•• independent RIA | $573M | +21% | 4 | $143M | 60% | 85% | 52 | 1 | |
| P••••• W••••• P••••••• independent RIA | $572M | +18% | 11 | $52.0M | 99% | 69% | 66 | 3 | |
| P•••••• P•••• A••••••• L•• independent RIA | $572M | +10% | 14 | $40.9M | 98% | 89% | 21 | 1 | 5 |
| C•••••• M•••••• I•• L•• independent RIA | $571M | +27% | 19 | $30.1M | 64% | 61% | 37 | 19 | |
| S•••••• W••••• M••••••••• G••••• L•• independent RIA | $571M | +23% | 3 | $190M | 98% | 75% | 179 | 1 | |
| L•••••••• A•••• M••••••••• I••• independent RIA | $571M | +43% | 16 | $35.7M | 97% | 59% | 58 | 5 | |
| T•• I••••••••• I••• independent RIA | $571M | +18% | 3 | $190M | 100% | 88% | 127 | 1 | |
| P••••••• W••••• independent RIA | $569M | +17% | 9 | $63.2M | 94% | 85% | 80 | 2 | |
| G•••••••• J•••• W••••• M••••••••• L•• independent RIA | $569M | +13% | 3 | $190M | 91% | 77% | 97 | 2 | |
| F•••••• I••••••••• M••••••••• I••• independent RIA | $569M | -74% | 3 | $190M | 52% | 69% | 162 | 5 | |
| F•• I••••••••• C•••••• independent RIA | $568M | +24% | 11 | $51.7M | 51% | 66% | 27 | 1 | |
| S••••••••• W••••• M••••••••• L•• independent RIA | $568M | -3.3% | 8 | $71.0M | 97% | 62% | 59 | 1 | |
| S••••••• P••••••• G••••• L•• independent RIA | $568M | +16% | 17 | $33.4M | 98% | 75% | 44 | 3 | |
| H•••••••• F•••••••• G•••• independent RIA | $568M | +21% | 5 | $114M | 100% | 84% | 69 | 2 | |
| L•••••• S••••• W••••• P••••••• L•• independent RIA | $568M | +19% | 5 | $114M | 99% | 72% | 124 | 3 | |
| M•••••• W••••• M••••••••• independent RIA | $568M | +12% | 11 | $51.6M | 81% | 65% | 38 | 3 | |
| F••• independent RIA | $567M | +376% | 8 | $70.9M | 96% | 53% | 224 | 1 | |
| L••••••• A•••••••• L•• independent RIA | $567M | +49% | 67 | $8.5M | 87% | 57% | 23 | 26 | |
| M•••••• F•••••••• G•••• L•• independent RIA | $566M | +18% | 11 | $51.5M | 98% | 75% | 85 | 2 | |
| E••••••• L•• independent RIA | $566M | +43% | 5 | $113M | 51% | 90% | 29 | 3 | |
| F•••• K••••••• S••••••••• C••• independent RIA | $566M | +27% | 15 | $37.7M | 98% | 67% | 101 | 2 | |
| A•••• W••••• A••••••• independent RIA | $566M | -20% | 10 | $56.6M | 86% | 71% | 69 | 2 | 12 |
| A•••••• W••••• M••••••••• independent RIA | $565M | +26% | 8 | $70.7M | 91% | 83% | 49 | 3 | |
| B•••• W••••• A••••••••• L•• independent RIA | $564M | +78% | 12 | $47.0M | 75% | 82% | 28 | 2 | |
| P••••••• W••••• M••••••••• L•• independent RIA | $563M | +18% | 6 | $93.9M | 97% | 88% | 69 | 3 | |
| B••••••• F•• L•• independent RIA | $563M | +65% | 15 | $37.5M | 100% | 63% | 25 | 17 | |
| L•••••••• F•••••••• A•••••••• L•• independent RIA | $563M | +24% | 16 | $35.2M | 98% | 62% | 48 | 3 | |
| S•••••••• W•••••• L•• independent RIA | $562M | +23% | 4 | $141M | 93% | 81% | 119 | 2 | |
| B••• C•••••• M••••••••• L•• independent RIA | $562M | +11% | 9 | $62.5M | 99% | 84% | 50 | 1 | |
| D••••• • B•••• I••••••••• A••••••• L•• independent RIA | $562M | +4.0% | 3 | $187M | 98% | 84% | 143 | 1 | |
| C•••••• P•••••• W••••• G•••• L•• independent RIA | $562M | +25% | 7 | $80.3M | 100% | 76% | 81 | 2 | |
| S•• W••••• M••••••••• independent RIA | $562M | +24% | 5 | $112M | 99% | 78% | 85 | 1 | |
| T••••••••• W•••••• L•• independent RIA | $561M | +19% | 5 | $112M | 99% | 78% | 112 | 1 | |
| M••••• P•••••• C•••••• G•••• independent RIA | $561M | +13% | 3 | $187M | 80% | 85% | 69 | 4 | 4 |
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.