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 |
|---|---|---|---|---|---|---|---|---|---|
| DYNAMIC FINANCIAL GROUP independent RIA | $540M | +14% | 3 | $180M | 100% | 58% | 287 | 1 | |
| WEALTH ADVISORS OF IOWA, LLC independent RIA | $539M | +19% | 11 | $49.0M | 97% | 78% | 48 | 1 | |
| RIVER STREET ADVISORS, LLC independent RIA | $539M | +30% | 10 | $53.9M | 95% | 73% | 48 | 5 | |
| B•••• K••••• W••••• M••••••••• L•• independent RIA | $539M | +125% | 14 | $38.5M | 100% | 87% | 32 | 10 | |
| A••••• W••••• independent RIA | $539M | +9.9% | 12 | $44.9M | 98% | 83% | 30 | 1 | |
| M••••••• H••• I••••••••• P••••••• independent RIA | $539M | +50% | 3 | $180M | 67% | 88% | 52 | 1 | |
| G•••••••• C•••••• M••••••••• L•• independent RIA | $539M | +10% | 6 | $89.8M | 95% | 76% | 86 | 5 | 3 |
| M••••• F•••••••• C•••••••• I••• independent RIA | $538M | +15% | 1 | $538M | 99% | 83% | 293 | 1 | |
| A•••••• W••••• S••••••••• L••••• independent RIA | $538M | +12% | 5 | $108M | 100% | 74% | 187 | 1 | |
| R•••••• A•••• M••••••••• L•• independent RIA | $537M | -3.6% | 2 | $269M | 81% | 86% | 146 | 1 | |
| H•••• F•••••••• G•••• I•• independent RIA | $537M | +18% | 6 | $89.5M | 100% | 87% | 50 | 2 | |
| N•••••••• C•••••• L•• independent RIA | $536M | +23% | 4 | $134M | 51% | 79% | 53 | 1 | |
| H•••••••• W••••• A•• E••••• M••••••••• independent RIA | $536M | +30% | 6 | $89.4M | 99% | 64% | 152 | 2 | |
| S•• A••••••• L•• independent RIA | $535M | 9 | $59.5M | 100% | 54% | 77 | 1 | ||
| T•••••• W••••• M••••••••• L•• independent RIA | $535M | +13% | 3 | $178M | 97% | 78% | 116 | 1 | |
| P••• F•••••••• M••••••••• I•• independent RIA | $534M | +18% | 7 | $76.3M | 99% | 87% | 50 | 9 | |
| M•••• A•••• M••••••••• I••• independent RIA | $534M | +13% | 87% | 89% | 1 | ||||
| J••••••••• W••••• M••••••••• independent RIA | $534M | +23% | 5 | $107M | 99% | 84% | 204 | 2 | |
| W••••• I••••••••• N••••••••• L•• independent RIA | $533M | 7 | $76.1M | 97% | 57% | 57 | 2 | ||
| B••••• W••••• M••••••••• L•• independent RIA | $533M | +3.9% | 4 | $133M | 100% | 83% | 98 | 1 | |
| W•••• P••• I••••••••• C• independent RIA | $532M | +14% | 3 | $177M | 97% | 86% | 109 | 1 | |
| D•• W••••• M••••••••• L•• independent RIA | $532M | +19% | 5 | $106M | 100% | 76% | 39 | 1 | |
| E••••••• F•••••••• G•••• independent RIA | $532M | +33% | 7 | $76.0M | 66% | 63% | 99 | 1 | |
| R•• W••••• independent RIA | $531M | +30% | 6 | $88.5M | 84% | 80% | 70 | 1 | |
| T•••••• P•••••••• A•••••••• L•• independent RIA | $531M | +8.7% | 9 | $58.9M | 87% | 78% | 60 | 3 | |
| M••••••• • R••• W••••• M••••••••• L•• independent RIA | $530M | +22% | 3 | $177M | 91% | 69% | 142 | 1 | |
| P•••••• • W••••• M••••••••• A••••••• independent RIA | $530M | +17% | 8 | $66.2M | 86% | 80% | 62 | 1 | |
| D••••• W••••• M••••••••• I••• independent RIA | $530M | +22% | 12 | $44.1M | 100% | 66% | 82 | 5 | |
| B•••••• • C•••••• independent RIA | $530M | +17% | 4 | $132M | 91% | 62% | 144 | 1 | |
| B••••••• F•••••••• A•••••••• I••• independent RIA | $529M | +11% | 5 | $106M | 98% | 86% | 63 | 2 | |
| C•••••• O•• W••••• A••••••• independent RIA | $529M | +22% | 5 | $106M | 96% | 84% | 74 | 2 | |
| N••••••• P•••••• W•••••• L•• independent RIA | $529M | +14% | 7 | $75.6M | 100% | 54% | 276 | 3 | |
| P••••••• W••••• S••••••• I••• independent RIA | $529M | +14% | 4 | $132M | 93% | 67% | 111 | 1 | |
| M••••••• W••••• P•••••• C••••• G••••• L•• independent RIA | $528M | +14% | 10 | $52.8M | 94% | 73% | 63 | 3 | |
| B•• W••••• S••••••••• independent RIA | $528M | +31% | 7 | $75.4M | 94% | 73% | 51 | 2 | |
| R•••••• I••••••••• A•••••••• L•• independent RIA | $528M | +19% | 4 | $132M | 94% | 86% | 180 | 2 | |
| C•••••• F•••••••• A••••••• S•••••••• L•• independent RIA | $527M | +19% | 6 | $87.9M | 100% | 70% | 172 | 1 | |
| N••••••• C•••••• M••••••••• I••• independent RIA | $527M | +14% | 10 | $52.7M | 98% | 72% | 72 | 2 | |
| A••••• C•••••• M••••••••• L•• independent RIA | $526M | +24% | 3 | $175M | 91% | 79% | 137 | 1 | |
| G••••••• W••••• M••••••••• L••• independent RIA | $526M | +23% | 1 | $526M | 97% | 86% | 269 | 1 | |
| B••••••••• W••••• independent RIA | $525M | +50% | 7 | $75.0M | 99% | 59% | 107 | 2 | |
| C••• P••••••• independent RIA | $525M | +332% | 64 | $8.2M | 100% | 53% | 14 | 1 | |
| 5•• S••••• A•••••••• L•• independent RIA | $524M | +17% | 4 | $131M | 60% | 89% | 52 | 2 | |
| E•••••••• P•••••••• L•• independent RIA | $524M | +19% | 3 | $175M | 100% | 65% | 191 | 2 | |
| R•••• W••••• A•••••••• I••• independent RIA | $524M | +18% | 5 | $105M | 100% | 86% | 49 | 1 | |
| P•••••• F•••••••• A•••••••• L•• independent RIA | $524M | +18% | 6 | $87.4M | 99% | 67% | 136 | 1 | |
| E•••••••• A•••••••• L•• independent RIA | $523M | +12% | 2 | $261M | 81% | 65% | 244 | 1 | |
| P••• E••• A•••••••• L•• independent RIA | $523M | +19% | 5 | $105M | 92% | 85% | 62 | 4 | |
| M••••••••• R•••• I••••••••• I••• independent RIA | $522M | +11% | 3 | $174M | 90% | 85% | 155 | 1 | |
| L•••••• E••• F•••••••• P••••••• L•• independent RIA | $522M | +45% | 9 | $58.0M | 100% | 80% | 34 | 10 | |
| A••••• G••••••• I••• independent RIA | $521M | -21% | 14 | $37.2M | 84% | 70% | 80 | 10 | |
| T•••••• L••••• P•••••••• L•• independent RIA | $521M | +13% | 6 | $86.9M | 96% | 88% | 59 | 2 | 1 |
| U••••••• C•••• I•••••••• independent RIA | $520M | +24% | 4 | $130M | 99% | 60% | 147 | 1 | |
| D•••• J••••••• F•••••••• S••••••• independent RIA | $519M | +11% | 6 | $86.6M | 82% | 70% | 89 | 1 | |
| N•••••••• F•••••••• C••••••••• I••• independent RIA | $519M | +17% | 9 | $57.7M | 99% | 70% | 56 | 3 | |
| I••••••••• W••••• N••••••• I••• independent RIA | $518M | +23% | 34 | $15.2M | 95% | 59% | 43 | 20 | |
| P•••••••• W••••• M••••••••• independent RIA | $518M | +14% | 5 | $104M | 99% | 76% | 104 | 5 | |
| A••••••• W••••• M••••••••• G••••• L•• independent RIA | $517M | +22% | 5 | $103M | 100% | 80% | 89 | 6 | |
| F••• W••••• M••••••••• independent RIA | $517M | +40% | 16 | $32.3M | 100% | 62% | 40 | 5 | |
| S••• F•••••••• G•••• independent RIA | $517M | +23% | 4 | $129M | 100% | 63% | 143 | 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.