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 |
|---|---|---|---|---|---|---|---|---|---|
| ADVISORSTRUST PARTNERS LLC independent RIA | $435M | 3 | $145M | 53% | 85% | 57 | 2 | ||
| MMHP INVESTMENT ADVISORS independent RIA | $435M | +7.8% | 2 | $218M | 99% | 90% | 168 | 1 | |
| FAMILY CAPITAL MANAGEMENT independent RIA | $435M | +32% | 4 | $109M | 92% | 78% | 123 | 1 | |
| B•••••• F•••••••• P•••••••• I••• independent RIA | $435M | +20% | 3 | $145M | 97% | 68% | 84 | 1 | |
| C••••• C•••••• P•••••••• L•• independent RIA | $434M | +14% | 8 | $54.3M | 85% | 72% | 31 | 5 | 3 |
| C••••••••• F•••••••• P•••••••• I••• independent RIA | $434M | +15% | 6 | $72.4M | 70% | 74% | 96 | 1 | |
| P••• A• W•••••• L•• independent RIA | $434M | +17% | 8 | $54.2M | 95% | 68% | 80 | 2 | |
| R••••• A•••• independent RIA | $434M | +327% | 4 | $108M | 100% | 86% | 47 | 6 | |
| F•• P•••••• W••••• M••••••••• I••• independent RIA | $432M | +25% | 10 | $43.2M | 96% | 61% | 89 | 4 | |
| M•••• R•• W••••• M••••••••• independent RIA | $432M | +21% | 3 | $144M | 95% | 73% | 116 | 1 | |
| E•• P•••••••• P•••••••• I••• independent RIA | $431M | +17% | 4 | $108M | 97% | 77% | 107 | 2 | |
| P••••••• F•••••••• S••••••• L•• independent RIA | $431M | +3.1% | 9 | $47.9M | 77% | 64% | 58 | 1 | |
| M•• G•••• L•• independent RIA | $431M | +19% | 2 | $215M | 58% | 79% | 164 | 1 | |
| S•••••••• A•••••••• L•• independent RIA | $431M | +17% | 4 | $108M | 99% | 84% | 83 | 1 | |
| A•••••••• F••••• O•••••• L•• independent RIA | $431M | +15% | 14 | $30.8M | 94% | 81% | 101 | 9 | 2 |
| S•••• L•• independent RIA | $430M | +34% | 8 | $53.8M | 100% | 77% | 54 | 1 | |
| C••••• W••••• M••••••••• independent RIA | $430M | +16% | 5 | $86.0M | 97% | 87% | 48 | 2 | |
| S•••• F•••••••• G••••• L•• independent RIA | $430M | +4.8% | 3 | $143M | 100% | 52% | 245 | 2 | |
| P•••• W••••• M••••••••• independent RIA | $430M | +13% | 7 | $61.4M | 100% | 86% | 36 | 3 | |
| I••••••••• C•••••• M••••••••• independent RIA | $430M | +17% | 3 | $143M | 91% | 81% | 138 | 1 | |
| N••••••• W••••• M••••••••• L•• independent RIA | $430M | +21% | 7 | $61.4M | 95% | 84% | 39 | 3 | |
| S••••••• F•••••••• S•••••••• I••• independent RIA | $429M | +14% | 9 | $47.6M | 77% | 52% | 66 | 2 | |
| L••••• K•••••• I••••••••• M••••••••• I•• independent RIA | $429M | -37% | 4 | $107M | 76% | 90% | 34 | 1 | |
| B••• W•••• A•••• M••••••••• independent RIA | $428M | +11% | 7 | $61.2M | 96% | 60% | 131 | 3 | |
| A••••• F•••••••• independent RIA | $428M | -1.8% | 3 | $143M | 97% | 70% | 175 | 2 | |
| H•••••• F•••••••• G•••• independent RIA | $427M | +40% | 5 | $85.3M | 96% | 83% | 133 | 1 | |
| B••••• B••••• W••••• P•••••••• L•• independent RIA | $427M | +16% | 6 | $71.1M | 98% | 59% | 116 | 2 | |
| C•••••• C••••••• L•• independent RIA | $426M | +3.0% | 9 | $47.3M | 98% | 58% | 73 | 2 | |
| T•• F•••••••• A••••••• independent RIA | $426M | +19% | 6 | $71.0M | 100% | 86% | 43 | 1 | |
| O••• 3•• W•••••• I••• independent RIA | $426M | +31% | 5 | $85.1M | 95% | 75% | 74 | 4 | |
| M••••• • S•••••• independent RIA | $426M | +12% | 7 | $60.8M | 100% | 82% | 61 | 2 | |
| Q••••••••• I••••••••• G••••• L•• independent RIA | $426M | +13% | 7 | $60.8M | 84% | 77% | 85 | 1 | |
| B•• I••••••••• S••••••• independent RIA | $425M | +31% | 4 | $106M | 98% | 62% | 154 | 1 | |
| S••••••••• C•••••• M••••••••• independent RIA | $425M | +10.0% | 5 | $85.1M | 100% | 62% | 98 | 1 | |
| B••••••••• W••••• independent RIA | $425M | +39% | 6 | $70.9M | 97% | 79% | 67 | 3 | |
| S••••• W••••• M••••••••• G•••• independent RIA | $425M | +5.1% | 2 | $212M | 73% | 89% | 69 | 1 | |
| M••••••• W••••• M••••••••• I••• independent RIA | $425M | +16% | 3 | $142M | 97% | 63% | 237 | 1 | |
| S•••• M•••• G••••• L•• independent RIA | $424M | +15% | 11 | $38.6M | 53% | 81% | 51 | 2 | |
| B••••••••• W••••• M••••••••• L•• independent RIA | $424M | +31% | 7 | $60.6M | 95% | 70% | 53 | 3 | |
| F•••• C••• C•••••• M••••••••• I•• independent RIA | $424M | +3.0% | 4 | $106M | 96% | 83% | 63 | 1 | |
| G••••• P•••••••• L•• independent RIA | $424M | +9.4% | 9 | $47.1M | 97% | 77% | 61 | 2 | |
| B•••••••• • B•••••••• F•••••••• A••••••• I••• independent RIA | $423M | +37% | 9 | $47.0M | 91% | 61% | 89 | 4 | |
| C•••••• W••••• I••••••••• independent RIA | $423M | +6.1% | 2 | $211M | 100% | 76% | 235 | 3 | |
| M••••••• A•••• M••••••••• I••• independent RIA | $422M | +12% | 2 | $211M | 100% | 89% | 109 | 1 | |
| A••••••••• C•••••• A•••••••• L•• independent RIA | $422M | +21% | 4 | $106M | 84% | 69% | 115 | 1 | |
| T•• E••••• P••••••• G•••• independent RIA | $422M | +17% | 6 | $70.3M | 100% | 85% | 57 | 3 | |
| T•••• independent RIA | $422M | +26% | 5 | $84.3M | 100% | 55% | 164 | 2 | |
| G•••••• C•••••• A••••••• independent RIA | $421M | +6.6% | 4 | $105M | 78% | 88% | 45 | 1 | |
| O•••••• G•••• W••••• A••••••• independent RIA | $421M | 4 | $105M | 98% | 81% | 61 | 1 | ||
| G•••••• B•••••••• G••••• • G••••••• I••• independent RIA | $421M | +12% | 4 | $105M | 99% | 83% | 50 | 1 | |
| R•••••• A••••••• independent RIA | $421M | +24% | 11 | $38.2M | 98% | 59% | 125 | 6 | |
| G••••• P•••••••• M••••••••• independent RIA | $420M | +6.1% | 7 | $60.1M | 95% | 75% | 25 | 1 | |
| G•••••• C•••••• A•••••••• L•• independent RIA | $420M | +12% | 2 | $210M | 96% | 72% | 272 | 1 | |
| E••••• F••••••••• L•• independent RIA | $420M | +15% | 5 | $84.0M | 99% | 80% | 18 | 2 | |
| C•••••• I••••••••• G••••• I••• independent RIA | $420M | +11% | 4 | $105M | 83% | 59% | 145 | 1 | |
| R••• R••• • C••••••• I•• independent RIA | $419M | +15% | 4 | $105M | 94% | 82% | 81 | 3 | |
| R•••••••• I••••••••• independent RIA | $419M | +21% | 4 | $105M | 70% | 76% | 43 | 4 | 7 |
| W• W••••• M••••••••• L•• independent RIA | $419M | +8.8% | 13 | $32.2M | 99% | 56% | 87 | 4 | |
| O•• O•• C•••••• M••••••••• L•• independent RIA | $419M | -6.4% | 3 | $140M | 57% | 63% | 125 | 1 | 3 |
| L•••••• C•••••• C••••••••• independent RIA | $418M | +11% | 3 | $139M | 97% | 82% | 88 | 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.