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 |
|---|---|---|---|---|---|---|---|---|---|
| WHITCOMB & HESS, INC. independent RIA | $491M | +29% | 8 | $61.3M | 91% | 56% | 167 | 1 | |
| THE LIFE WEALTH GROUP independent RIA | $491M | +176% | 8 | $61.3M | 91% | 69% | 58 | 1 | |
| SAMALIN WEALTH independent RIA | $491M | +17% | 8 | $61.3M | 99% | 75% | 67 | 6 | |
| C•••••• F•••••••• P••••••• independent RIA | $490M | +24% | 7 | $70.1M | 99% | 63% | 61 | 4 | |
| T•• L••••• I••••••••• L•• independent RIA | $490M | +15% | 3 | $163M | 100% | 74% | 168 | 1 | |
| M•••••• W••••• M••••••••• G•••• independent RIA | $489M | +13% | 6 | $81.5M | 95% | 83% | 50 | 1 | |
| I•••• F•••••••• S•••••••• I••• independent RIA | $489M | +9.4% | 9 | $54.3M | 90% | 76% | 62 | 3 | |
| O•• D••••• A•••••••• I••• independent RIA | $489M | +43% | 7 | $69.9M | 98% | 73% | 66 | 1 | |
| W••• T••••• F•••••••• independent RIA | $489M | +25% | 5 | $97.8M | 94% | 73% | 115 | 1 | |
| A•••• C•••• C•••••• L•• independent RIA | $489M | +15% | 5 | $97.7M | 97% | 87% | 62 | 1 | |
| R••••••• F•••••••• A•••••••• L•• independent RIA | $488M | +23% | 15 | $32.6M | 97% | 72% | 29 | 1 | |
| O••••••••• S•••••• W••••• M••••••••• independent RIA | $488M | +22% | 4 | $122M | 85% | 79% | 45 | 1 | |
| H•••• Z••••••• C•••••• M••••••••• independent RIA | $488M | +18% | 6 | $81.3M | 90% | 83% | 61 | 1 | |
| H•• W••••• M••••••••• L•• independent RIA | $487M | +20% | 7 | $69.6M | 100% | 66% | 125 | 1 | |
| B••••• L••••••••• I•• independent RIA | $487M | +18% | 8 | $60.9M | 98% | 88% | 28 | 1 | |
| A••••• W•••••• L•• independent RIA | $487M | +11% | 6 | $81.2M | 94% | 84% | 75 | 1 | |
| T•••• M•••••••• F•••••••• A••••••• independent RIA | $487M | +18% | 5 | $97.4M | 94% | 76% | 120 | 2 | |
| B••• • B•••• W••••• A•••••••• L•• independent RIA | $487M | +16% | 3 | $162M | 99% | 80% | 167 | 1 | |
| C••••••••• W••••• P••••••• independent RIA | $486M | +29% | 10 | $48.6M | 99% | 72% | 41 | 4 | |
| N•• G•••• independent RIA | $485M | -15% | 4 | $121M | 90% | 90% | 52 | 1 | |
| J•••••• • W•••• W••••• M••••••••• L•• independent RIA | $485M | +18% | 7 | $69.2M | 92% | 74% | 67 | 1 | |
| V•••••• P•••• F••••••••• L•• independent RIA | $485M | +13% | 16 | $30.3M | 100% | 70% | 35 | 3 | |
| G•••••• K•••• L•• independent RIA | $484M | +16% | 4 | $121M | 99% | 75% | 198 | 1 | |
| L••••• F•••••••• I••••••••• A••••••• L•• independent RIA | $484M | +7.4% | 6 | $80.7M | 99% | 72% | 124 | 1 | |
| M••••• B•••• F••••• W••••• L•• independent RIA | $483M | +21% | 7 | $69.1M | 99% | 87% | 39 | 1 | |
| M•••• F•••••••• G••••• L•• independent RIA | $482M | +13% | 6 | $80.4M | 99% | 79% | 72 | 1 | |
| A•• F•••••••• W••••• M••••••••• L•• independent RIA | $482M | +13% | 16 | $30.1M | 99% | 65% | 29 | 1 | |
| C•••• F•••••••• A••••••• independent RIA | $482M | +15% | 11 | $43.8M | 97% | 65% | 166 | 7 | |
| 1• W••••• A••••••• L•• independent RIA | $481M | 9 | $53.5M | 100% | 67% | 76 | 3 | ||
| H• W••••• P••••••• independent RIA | $481M | +21% | 6 | $80.2M | 90% | 76% | 44 | 5 | |
| P••••••• P••• P•••••• C••••• G••••• L•• independent RIA | $481M | +21% | 1 | $481M | 93% | 66% | 689 | 2 | |
| E••••••••• I••• independent RIA | $481M | +23% | 5 | $96.1M | 92% | 88% | 57 | 1 | |
| C•••••• M••••• P•••••••• L•• independent RIA | $481M | +15% | 3 | $160M | 93% | 89% | 74 | 1 | |
| T••••••• A•••• M••••••••• C•••• independent RIA | $480M | +7.6% | 3 | $160M | 99% | 82% | 127 | 1 | |
| M••••••• W••••• P••••••• independent RIA | $479M | +43% | 2 | $239M | 96% | 86% | 111 | 1 | |
| G•••• O•• C•••••• P•••••••• L•• independent RIA | $478M | +22% | 5 | $95.6M | 98% | 68% | 118 | 3 | |
| T••••• A••••••• I•• independent RIA | $478M | -23% | 2 | $239M | 82% | 86% | 169 | 1 | |
| B••••• W••••• M••••••••• G•••• independent RIA | $477M | +16% | 7 | $68.2M | 64% | 55% | 119 | 1 | |
| R•• W••••• A••••••• independent RIA | $477M | +28% | 8 | $59.6M | 96% | 86% | 52 | 1 | |
| M•• W••••• C••••••••• L•• independent RIA | $477M | +14% | 10 | $47.7M | 95% | 67% | 60 | 1 | |
| A••••••••• F••••••••• L•• independent RIA | $476M | 4 | $119M | 100% | 65% | 282 | 1 | ||
| G•• C•••••• L•• independent RIA | $476M | +22% | 6 | $79.3M | 99% | 77% | 70 | 1 | |
| O•••••••• W••••• M••••••••• independent RIA | $476M | +10% | 12 | $39.6M | 96% | 57% | 76 | 6 | |
| A••••• F•••••••• A•••••••• I••• independent RIA | $475M | +21% | 13 | $36.6M | 94% | 58% | 82 | 1 | |
| H•••••• I••• W••••• A••••••• independent RIA | $475M | +23% | 5 | $95.0M | 99% | 55% | 194 | 4 | |
| T•••••••• W••••• M••••••••• L•• independent RIA | $474M | +10% | 5 | $94.8M | 86% | 87% | 65 | 1 | |
| M•••••••• I••••••••• independent RIA | $474M | +16% | 10 | $47.4M | 96% | 60% | 123 | 9 | |
| C••• I••••••••• A•••••••• I••• independent RIA | $474M | +18% | 34 | $13.9M | 97% | 61% | 29 | 35 | |
| T•• W••••••••• G•• L•• independent RIA | $474M | +247% | 10 | $47.4M | 100% | 62% | 152 | 2 | 1 |
| J••••••• W••••• S••••••••• L•• independent RIA | $474M | +16% | 10 | $47.4M | 99% | 87% | 46 | 3 | |
| C•••• C•••••• A••••••• L•• independent RIA | $473M | +47% | 8 | $59.1M | 77% | 83% | 53 | 1 | |
| B••• W•••• W••••• independent RIA | $473M | +23% | 10 | $47.3M | 100% | 86% | 40 | 3 | |
| E•••••••• W••••• A•••••••• L•• independent RIA | $473M | +14% | 4 | $118M | 97% | 88% | 318 | 1 | |
| L••••••••• F•••••••• S••••••• I•• independent RIA | $473M | +9.9% | 4 | $118M | 98% | 75% | 115 | 5 | |
| R••••• O• L••• W••••• P••••••• independent RIA | $473M | +20% | 4 | $118M | 87% | 83% | 64 | 1 | |
| S••••••• P••• W••••• M••••••••• independent RIA | $472M | +36% | 9 | $52.5M | 92% | 56% | 100 | 1 | |
| W••••••••• I••••••••• A•••••••• L•• independent RIA | $472M | +18% | 6 | $78.7M | 86% | 86% | 48 | 1 | |
| M•••• • A••••••••• L•• independent RIA | $471M | +17% | 7 | $67.3M | 100% | 69% | 59 | 8 | |
| T•• S••••••• G•••• independent RIA | $471M | +19% | 4 | $118M | 100% | 89% | 70 | 1 | |
| S••• C•••• C••••••• L•• independent RIA | $471M | +144% | 10 | $47.1M | 80% | 78% | 94 | 7 |
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.