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 |
|---|---|---|---|---|---|---|---|---|---|
| VAN CLEMENS WEALTH MANAGEMENT, LLC independent RIA | $470M | +44% | 40 | $11.8M | 98% | 74% | 15 | 6 | |
| TAYLOR HOFFMAN CAPITAL MANAGEMENT independent RIA | $470M | +12% | 3 | $157M | 94% | 83% | 172 | 1 | 1 |
| NOVA FINANCIAL SERVICES independent RIA | $469M | +20% | 9 | $52.2M | 100% | 59% | 82 | 2 | |
| L•••••••• F•••••••• P••••••• I••• independent RIA | $469M | +16% | 4 | $117M | 100% | 72% | 123 | 2 | |
| A•••• W••••• A•••••••• L•• independent RIA | $469M | +43% | 7 | $67.0M | 100% | 78% | 65 | 3 | |
| B•••• F•••••••• A••••••• independent RIA | $468M | +36% | 6 | $78.0M | 96% | 87% | 46 | 2 | |
| T••••••••• I••••••••• L•• independent RIA | $468M | +36% | 5 | $93.6M | 51% | 85% | 43 | 1 | |
| F•••••••• F•••••••• M••••••••• L•• independent RIA | $468M | +25% | 10 | $46.8M | 96% | 81% | 35 | 1 | |
| C•••••• M•••••• • S••• F•••••••• A••••••• independent RIA | $467M | +15% | 10 | $46.7M | 100% | 58% | 125 | 2 | |
| W•••••• F•••••••• S••••••• independent RIA | $467M | +21% | 7 | $66.7M | 97% | 63% | 79 | 1 | |
| Z• C•••••• P••••••• independent RIA | $467M | 3 | $156M | 89% | 65% | 101 | 1 | ||
| M••• S••••••• F•••••••• P••••••• L•• independent RIA | $467M | +9.0% | 89% | 88% | 1 | ||||
| B••• independent RIA | $466M | +20% | 5 | $93.1M | 63% | 84% | 54 | 1 | |
| J••• F• S••• W••••• M••••••••• L•• independent RIA | $465M | +8.7% | 3 | $155M | 89% | 76% | 61 | 2 | |
| L•••• P••• W••••• M••••••••• independent RIA | $465M | +24% | 3 | $155M | 97% | 65% | 136 | 1 | |
| C••••••• R•••• W••••• M••••••••• L•• independent RIA | $464M | +37% | 8 | $58.0M | 100% | 68% | 225 | 8 | |
| S••• W••••• M•••••••• G••••• L•• independent RIA | $464M | +19% | 2 | $232M | 94% | 88% | 160 | 1 | |
| M•• A••••••• L•• independent RIA | $464M | +9.7% | 4 | $116M | 94% | 82% | 94 | 2 | |
| M•••••• W••••• S••••••••• independent RIA | $463M | +6.6% | 8 | $57.9M | 95% | 76% | 49 | 3 | |
| M••••• F•••••••• S••••••• L•• independent RIA | $463M | +13% | 3 | $154M | 64% | 63% | 191 | 1 | |
| P••• S••••• A•••••••• L•• independent RIA | $463M | +29% | 5 | $92.6M | 92% | 78% | 35 | 5 | |
| H•••••• A•••• M••••••••• L•• independent RIA | $463M | +18% | 7 | $66.1M | 80% | 85% | 38 | 5 | |
| T•••••••• L•• independent RIA | $463M | +34% | 8 | $57.8M | 98% | 67% | 106 | 2 | |
| E••••••• F•••••••• P•••••••• L•• independent RIA | $462M | +18% | 7 | $66.1M | 79% | 83% | 38 | 1 | |
| S••••• A•••• M••••••••• independent RIA | $462M | +20% | 1 | $462M | 87% | 65% | 849 | 1 | |
| C•••••• C•••••• M••••••••• I•• independent RIA | $462M | +12% | 4 | $116M | 100% | 79% | 91 | 1 | |
| A••••••••• F•••••••• S••••••• C••• independent RIA | $462M | +12% | 3 | $154M | 77% | 77% | 199 | 1 | |
| R••• O••••••• L••• independent RIA | $462M | +39% | 3 | $154M | 85% | 89% | 59 | 1 | |
| G••••••• L•• independent RIA | $462M | -3.5% | 7 | $65.9M | 85% | 84% | 68 | 1 | |
| T••• N•••• R••••••••• A•••••••• L•• independent RIA | $461M | +7.1% | 3 | $154M | 90% | 78% | 122 | 1 | |
| C•••• W•••••• L•• independent RIA | $461M | +20% | 8 | $57.6M | 99% | 54% | 44 | 9 | |
| W••••••••• F•••••••• A•••••••• L•• independent RIA | $461M | +24% | 7 | $65.8M | 93% | 80% | 45 | 4 | |
| B••• W••••• G••••• I•• independent RIA | $460M | +7.3% | 3 | $153M | 98% | 86% | 126 | 3 | |
| A•••• F•••••••• P••••••• L•• independent RIA | $460M | +22% | 6 | $76.6M | 75% | 77% | 60 | 2 | |
| S•••• C••••••• L•• independent RIA | $459M | +27% | 2 | $230M | 96% | 90% | 113 | 1 | |
| S•••••• W••••• M••••••••• I••• independent RIA | $459M | +27% | 7 | $65.6M | 100% | 77% | 54 | 1 | |
| O••• L•••• F•••••••• G•••• independent RIA | $459M | +34% | 4 | $115M | 79% | 51% | 210 | 1 | |
| W••••• W••••• independent RIA | $458M | 10 | $45.8M | 97% | 78% | 74 | 3 | ||
| F•••• N••••••• F•••••••• S••••••• independent RIA | $458M | +11% | 3 | $153M | 95% | 65% | 154 | 1 | |
| C•••••••• C•••••• M••••••••• L•• independent RIA | $458M | +19% | 4 | $114M | 94% | 82% | 85 | 2 | |
| P•••••• W••••• S••••••••• L•• independent RIA | $457M | 4 | $114M | 99% | 81% | 121 | 1 | ||
| S•••• F•••••••• independent RIA | $457M | +21% | 3 | $152M | 65% | 85% | 53 | 1 | |
| M•••••• I••••••••• M••••••••• I••• independent RIA | $457M | +11% | 4 | $114M | 97% | 76% | 90 | 3 | |
| T••• W••• F•••••••• P••••••• independent RIA | $456M | +22% | 3 | $152M | 88% | 73% | 307 | 2 | |
| A•• W••••• A•••••••• L•• independent RIA | $456M | +3.7% | 6 | $76.1M | 57% | 80% | 78 | 2 | |
| F••• O••••• A••••••• independent RIA | $456M | +12% | 3 | $152M | 99% | 88% | 39 | 4 | |
| T•••••••• W••••• • I•••••• L•• independent RIA | $456M | +5.6% | 3 | $152M | 95% | 83% | 132 | 1 | |
| M••••••• A•••• M••••••••• I••• independent RIA | $456M | +15% | 4 | $114M | 99% | 56% | 133 | 1 | |
| C••••• C•••••• M••••••••• I••• independent RIA | $456M | +17% | 6 | $75.9M | 100% | 82% | 65 | 2 | |
| E•••• C•••••• M••••••••• L•• independent RIA | $455M | +4.0% | 2 | $228M | 75% | 85% | 146 | 2 | |
| C•••• C••• W••••• P••••••• independent RIA | $455M | 10 | $45.5M | 100% | 67% | 204 | 4 | ||
| I•• W••••• A••••••• L•• independent RIA | $455M | +12% | 6 | $75.8M | 96% | 65% | 86 | 1 | |
| S•••••••• W••••• M••••••••• I••• independent RIA | $455M | +3.0% | 9 | $50.5M | 97% | 78% | 76 | 7 | |
| S•••••••• W••••• M••••••••• P•••••••• L•• independent RIA | $454M | +17% | 5 | $90.8M | 99% | 74% | 85 | 2 | |
| C••••••••• W••••• M••••••••• I••• independent RIA | $454M | +32% | 9 | $50.5M | 99% | 66% | 82 | 2 | |
| A••••• I••••••••• A••••••• L•• independent RIA | $454M | 14 | $32.4M | 96% | 75% | 54 | 1 | ||
| W•••••••• A•••• M••••••••• L••• independent RIA | $454M | +22% | 4 | $113M | 70% | 84% | 47 | 1 | |
| C••••••• I••••••••• A••••••• I••• independent RIA | $454M | +12% | 5 | $90.7M | 99% | 72% | 21 | 1 | |
| R••••••• I••••••••• S••••••• L•• independent RIA | $453M | +15% | 14 | $32.4M | 98% | 76% | 63 | 2 | |
| R••••••••• F•••••••• independent RIA | $453M | +18% | 7 | $64.7M | 97% | 74% | 70 | 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.