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 |
|---|---|---|---|---|---|---|---|---|---|
| MCCLARREN FINANCIAL ADVISORS independent RIA | $453M | +8.5% | 8 | $56.6M | 100% | 86% | 33 | 3 | |
| IMZ ADVISORY INC. independent RIA | $453M | +19% | 4 | $113M | 66% | 83% | 93 | 1 | |
| NOVA R WEALTH, INC. independent RIA | $453M | +9.9% | 5 | $90.5M | 94% | 83% | 65 | 1 | |
| O•• N•••• S•••• W••••• M••••••••• L•• independent RIA | $453M | +18% | 6 | $75.4M | 100% | 73% | 79 | 2 | |
| A•••• I••••••••• M••••••••• I••• independent RIA | $452M | +58% | 5 | $90.5M | 99% | 67% | 51 | 1 | |
| C•••••• F•••••••• G••••• L•• independent RIA | $452M | +17% | 8 | $56.5M | 99% | 77% | 60 | 3 | |
| P••••• C•••••• M••••••••• L•• independent RIA | $452M | +3.5% | 6 | $75.4M | 82% | 89% | 29 | 1 | |
| S••••• V•••••• W••••• A••••••• L•• independent RIA | $452M | +5.8% | 4 | $113M | 99% | 86% | 73 | 1 | |
| R•• W••••• M••••••••• L•• independent RIA | $452M | +12% | 4 | $113M | 95% | 54% | 105 | 1 | |
| B•••••••• C•••••• P•••••••• L•• independent RIA | $452M | +34% | 10 | $45.2M | 88% | 89% | 31 | 2 | |
| H••••••• F••••••••• I••• independent RIA | $452M | +19% | 3 | $151M | 91% | 89% | 60 | 1 | 3 |
| P•••••• W••••• A••••••• independent RIA | $451M | +22% | 2 | $226M | 97% | 69% | 445 | 6 | 1 |
| W••••••••• P•••••••• L•• independent RIA | $451M | +19% | 5 | $90.2M | 100% | 77% | 105 | 4 | |
| M• C•••••• M••••••••• L•• independent RIA | $450M | +11% | 6 | $75.1M | 89% | 76% | 64 | 2 | |
| M••••••• • P••• P•••••• W••••• independent RIA | $450M | +11% | 2 | $225M | 98% | 89% | 113 | 1 | |
| C•••••• S•••••• L•• independent RIA | $450M | +14% | 11 | $40.9M | 95% | 59% | 64 | 7 | |
| G••••••• C••••••• I••• independent RIA | $450M | +17% | 8 | $56.2M | 100% | 68% | 95 | 1 | |
| M•••••• S••• W••••• M••••••••• independent RIA | $449M | +8.7% | 9 | $49.9M | 94% | 57% | 75 | 6 | |
| Q••••• W••••• M••••••••• L•• independent RIA | $449M | +23% | 5 | $89.9M | 100% | 78% | 91 | 1 | |
| N••••••• F••••••••• I••• independent RIA | $449M | +21% | 8 | $56.1M | 98% | 77% | 59 | 1 | |
| M••• L••• R••••••••• A•••••••• L•• independent RIA | $449M | +14% | 2 | $224M | 57% | 88% | 79 | 3 | |
| H••••• C•••••• P•••••••• L•• independent RIA | $448M | +20% | 1 | $448M | 97% | 79% | 504 | 1 | |
| P•••• F•••••••• A••••••• I•• independent RIA | $447M | +15% | 7 | $63.9M | 98% | 79% | 54 | 3 | |
| F••••••• P•••••• W••••• independent RIA | $447M | +17% | 4 | $112M | 97% | 81% | 149 | 1 | |
| L••••• G••••• W•••••• L•• independent RIA | $447M | +10% | 3 | $149M | 99% | 87% | 127 | 1 | |
| O•• L••• A••••••• independent RIA | $446M | +22% | 9 | $49.6M | 84% | 81% | 100 | 2 | |
| P••• W••••• M••••••••• L•• independent RIA | $446M | +27% | 3 | $149M | 100% | 63% | 214 | 1 | |
| N• A••••••• independent RIA | $445M | +13% | 3 | $148M | 85% | 90% | 65 | 5 | |
| S••••••• W••••• A••••••• G••••• L•• independent RIA | $445M | +20% | 3 | $148M | 94% | 83% | 215 | 1 | |
| L••••• W••••• M••••••••• independent RIA | $445M | +1.4% | 3 | $148M | 100% | 78% | 192 | 1 | |
| F••••• C••• C•••••• L•• independent RIA | $445M | +33% | 6 | $74.1M | 91% | 88% | 38 | 2 | 1 |
| O•••••• W••••• M••••••••• I••• independent RIA | $444M | +20% | 5 | $88.8M | 86% | 90% | 74 | 1 | |
| S•••• S••••• W••••• L•• independent RIA | $444M | +24% | 3 | $148M | 100% | 85% | 77 | 1 | |
| I•••••• A••••••• independent RIA | $444M | -24% | 8 | $55.4M | 61% | 74% | 80 | 3 | |
| C•••••• S•••• A••••••••• L•• independent RIA | $443M | +8.3% | 3 | $148M | 98% | 80% | 144 | 1 | |
| B••••• R••• W••••• M••••••••• L•• independent RIA | $443M | +27% | 10 | $44.3M | 94% | 61% | 61 | 7 | |
| U••••• I••••••••• A•••••••• L•• independent RIA | $443M | -1.9% | 3 | $148M | 100% | 88% | 70 | 1 | |
| J•••• R• M••••• C••••••••• I•• independent RIA | $443M | -0.2% | 2 | $221M | 83% | 84% | 110 | 1 | |
| L•••••••• F•••••••• independent RIA | $443M | +18% | 7 | $63.2M | 96% | 64% | 96 | 4 | |
| M•••• M••••••••• S••••••• I•• independent RIA | $443M | +14% | 5 | $88.5M | 100% | 66% | 104 | 1 | |
| L••••••• W••••• M••••••••• L•• independent RIA | $442M | +42% | 6 | $73.7M | 95% | 83% | 47 | 5 | |
| R••• A•••••••• L•• independent RIA | $441M | +29% | 7 | $63.0M | 84% | 64% | 66 | 1 | |
| B•••• D•••••• F••••••••• L•• independent RIA | $441M | +21% | 2 | $220M | 66% | 83% | 41 | 1 | |
| T•••• W••••• P••••••• independent RIA | $440M | +26% | 4 | $110M | 100% | 70% | 230 | 2 | |
| B•••••• B•••••••• I••• independent RIA | $440M | +22% | 6 | $73.4M | 99% | 86% | 37 | 1 | |
| V••••• W••••• independent RIA | $440M | 5 | $88.0M | 71% | 67% | 196 | 1 | ||
| B••••••• W••••• M••••••••• L•• independent RIA | $440M | +11% | 3 | $147M | 99% | 85% | 102 | 1 | |
| B•••••• F•••••• • C• I•• independent RIA | $439M | +8.0% | 7 | $62.8M | 95% | 89% | 27 | 1 | |
| B•••• F•••••••• A•••••••• I••• independent RIA | $439M | +11% | 5 | $87.8M | 100% | 71% | 79 | 1 | |
| F••••••• W••••• G•••• independent RIA | $439M | +27% | 6 | $73.2M | 98% | 82% | 62 | 1 | |
| D•••••••• B•••• F•••••••• M••••••••• I•• independent RIA | $439M | +18% | 4 | $110M | 94% | 80% | 101 | 2 | |
| H•••••• • C•• I••• independent RIA | $438M | +10% | 2 | $219M | 89% | 82% | 140 | 1 | |
| A••••• F•••••••• S•••••••• I••• independent RIA | $438M | +3.8% | 4 | $109M | 98% | 86% | 80 | 1 | |
| N••• A•••••••• L•• independent RIA | $437M | +14% | 5 | $87.4M | 83% | 52% | 104 | 1 | |
| H•••••• J• S••• C•••••• M••••••••• I••• independent RIA | $437M | +134% | 37 | $11.8M | 94% | 77% | 9 | 5 | |
| P•••••••• W••••• A•••••••• I•• independent RIA | $437M | +26% | 2 | $218M | 87% | 84% | 227 | 1 | |
| W•••••• C•••••• M••••••••• L••• independent RIA | $436M | +25% | 3 | $145M | 98% | 86% | 108 | 1 | 1 |
| F•••••••• A•••• M••••••••• C••• independent RIA | $436M | +11% | 3 | $145M | 99% | 88% | 68 | 2 | |
| P•••••••• F•••••••• S••••••• independent RIA | $436M | +18% | 10 | $43.6M | 95% | 74% | 51 | 5 | |
| P•••••••• C•••••• M••••••••• L•• independent RIA | $435M | +17% | 4 | $109M | 89% | 88% | 43 | 2 | 2 |
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.