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 |
|---|---|---|---|---|---|---|---|---|---|
| RESURGENT ADVISORS independent RIA | $355M | +8.7% | 9 | $39.4M | 99% | 71% | 42 | 10 | |
| WEALTH ADVISORS NW independent RIA | $354M | +18% | 7 | $50.6M | 98% | 76% | 43 | 10 | |
| SIGHTLINE WEALTH ADVISORS, LLC independent RIA | $354M | +21% | 4 | $88.6M | 100% | 79% | 73 | 2 | |
| W••••••••• F••••••••• L•• independent RIA | $353M | +12% | 2 | $177M | 100% | 77% | 181 | 1 | |
| T••••••• F•••••••• S•••••••• L•• independent RIA | $353M | +18% | 4 | $88.4M | 73% | 65% | 106 | 3 | |
| S••••••••• A•••••••• L•• independent RIA | $353M | +1.0% | 6 | $58.9M | 68% | 79% | 34 | 2 | |
| N••••• F•••••••• G••••• L•• independent RIA | $353M | +40% | 4 | $88.3M | 92% | 77% | 91 | 1 | |
| T•••• R•••• I••••••••• A•••••••• L•• independent RIA | $353M | +20% | 8 | $44.1M | 68% | 80% | 20 | 2 | |
| G•••••• F•••••••• S••••••••• I••• independent RIA | $353M | +11% | 2 | $176M | 100% | 66% | 157 | 1 | |
| F••••••• F•••••••• G••••• L•• independent RIA | $352M | +16% | 8 | $44.0M | 100% | 73% | 41 | 4 | |
| E•••••• W••••• M••••••••• L•• independent RIA | $352M | +121% | 17 | $20.7M | 99% | 72% | 45 | 7 | |
| I••••••••• A••••••• P•••••••• L•• independent RIA | $352M | +35% | 6 | $58.7M | 100% | 81% | 74 | 1 | |
| C••••• C•••• I••••••••• A••••••• I•• independent RIA | $352M | +14% | 2 | $176M | 100% | 87% | 191 | 2 | |
| L•• independent RIA | $351M | +14% | 7 | $50.2M | 79% | 70% | 71 | 3 | |
| S••• C•••••• independent RIA | $351M | +31% | 6 | $58.6M | 91% | 61% | 111 | 2 | |
| C••••••• A•••••••• L•• independent RIA | $351M | +3.6% | 5 | $70.3M | 97% | 71% | 100 | 2 | |
| F•••••••• C•••••• M••••••••• A•••••••• I••• independent RIA | $351M | +13% | 3 | $117M | 83% | 87% | 179 | 1 | |
| H••••••• R••••••••• A•••••••• L•• independent RIA | $351M | +24% | 3 | $117M | 90% | 68% | 115 | 1 | |
| E•••••• F•••••••• L•• independent RIA | $351M | +11% | 5 | $70.2M | 99% | 73% | 53 | 1 | |
| T•••• B••••••• F•••••••• A•••••••• I••• independent RIA | $351M | +14% | 2 | $175M | 58% | 90% | 79 | 1 | |
| B••••••••• A•••• M••••••••• L•• independent RIA | $351M | +17% | 6 | $58.4M | 98% | 86% | 66 | 2 | |
| S••••• A••••••••• independent RIA | $350M | 3 | $117M | 97% | 56% | 109 | 2 | ||
| S••••••• P••••••• W••••• M••••••••• • F••••• O••••• independent RIA | $350M | +82% | 13 | $26.9M | 99% | 63% | 39 | 1 | |
| E•••••• W••••• M••••••••• independent RIA | $349M | +74% | 8 | $43.7M | 100% | 72% | 69 | 4 | |
| A••••• C•••••• L•• independent RIA | $349M | +23% | 6 | $58.2M | 94% | 53% | 198 | 1 | |
| F••••• I•••••••• G•••• independent RIA | $349M | +13% | 4 | $87.2M | 99% | 83% | 123 | 4 | |
| A•••• C••••••• L•• independent RIA | $349M | +5.3% | 4 | $87.2M | 99% | 83% | 56 | 1 | |
| E•• F••••••••• I••• independent RIA | $349M | +17% | 9 | $38.7M | 100% | 55% | 32 | 2 | |
| G••••••• F•••••••• P•••••••• L•• independent RIA | $349M | +28% | 7 | $49.8M | 99% | 85% | 143 | 1 | |
| A••••••• R••••••••• P••••••• G•••• I•• independent RIA | $348M | +20% | 2 | $174M | 63% | 61% | 398 | 1 | |
| 4• W••••• M••••••••• L•• independent RIA | $348M | +18% | 4 | $87.0M | 98% | 85% | 61 | 5 | |
| O•••••••• A••••••• independent RIA | $348M | +23% | 8 | $43.5M | 99% | 70% | 55 | 5 | |
| M•••••• F••••• F••••••••• L•• independent RIA | $348M | +15% | 2 | $174M | 100% | 53% | 205 | 2 | |
| H••••••• O•• W••••• A••••••• independent RIA | $347M | +20% | 5 | $69.5M | 100% | 78% | 48 | 2 | 4 |
| C••••••••• C•••••• A••••••• independent RIA | $347M | +19% | 5 | $69.5M | 85% | 83% | 38 | 1 | 4 |
| L•••••• W••••• M••••••••• L•• independent RIA | $347M | +12% | 7 | $49.5M | 100% | 70% | 47 | 2 | |
| L•••••••• W••••• M••••••••• L•• independent RIA | $346M | +13% | 3 | $115M | 95% | 90% | 96 | 4 | |
| W•••• independent RIA | $346M | +60% | 4 | $86.6M | 100% | 70% | 82 | 2 | |
| G••••••• G••••• I•• independent RIA | $346M | +17% | 3 | $115M | 93% | 86% | 75 | 2 | |
| G•• W••••• M••••••••• I••• independent RIA | $346M | +59% | 10 | $34.6M | 71% | 60% | 51 | 1 | |
| R••• W•••••• L•• independent RIA | $346M | +10% | 2 | $173M | 99% | 87% | 110 | 1 | |
| A•••••• I••••••••• A•••••••• L•• independent RIA | $346M | +16% | 3 | $115M | 95% | 87% | 89 | 2 | |
| A•••••• W••••• M••••••••• L•• independent RIA | $346M | +10% | 3 | $115M | 100% | 88% | 67 | 2 | |
| C•••••••• W••••• A•••••••• L•• independent RIA | $346M | +36% | 6 | $57.6M | 98% | 75% | 55 | 2 | |
| F••••••• P••••••• G•••• independent RIA | $345M | +24% | 5 | $69.1M | 100% | 79% | 57 | 2 | |
| A••••••• C•••••• L•• independent RIA | $345M | 100% | 87% | 5 | |||||
| H•••• C•••••• M••••••••• L•• independent RIA | $345M | +16% | 4 | $86.2M | 100% | 73% | 63 | 2 | |
| I•••••••• W••••• C••••••• I••• independent RIA | $345M | +20% | 3 | $115M | 100% | 86% | 72 | 2 | |
| N•••••• I••• independent RIA | $345M | -31% | 12 | $28.7M | 100% | 65% | 49 | 4 | |
| L••••• W••••• P••••••• independent RIA | $344M | +18% | 6 | $57.4M | 100% | 77% | 65 | 1 | |
| C••••••• A•••••• G••••• I••• independent RIA | $344M | +22% | 18 | $19.1M | 62% | 76% | 13 | 2 | |
| T•• C•••• G•••• A•••• M••••••••• independent RIA | $344M | +18% | 3 | $115M | 99% | 76% | 153 | 1 | |
| A•••••• C•••••• L•• independent RIA | $344M | +27% | 7 | $49.1M | 98% | 84% | 34 | 2 | |
| V•••••• I••••••••• A••••••• independent RIA | $343M | +31% | 7 | $49.0M | 98% | 66% | 62 | 4 | |
| V•••••• W••••• M••••••••• L•• independent RIA | $343M | 6 | $57.2M | 80% | 83% | 47 | 2 | ||
| C••••••••• F•••••••• P••••••• C••• independent RIA | $343M | +18% | 4 | $85.8M | 99% | 68% | 92 | 1 | |
| M••••••• V••••••• I••••••••• A•••••••• L•• independent RIA | $343M | +22% | 6 | $57.2M | 80% | 76% | 56 | 3 | |
| W••••••• • N•••• W••••• M••••••••• L•• independent RIA | $343M | +30% | 5 | $68.6M | 97% | 89% | 55 | 6 | |
| B•••••• F•••••••• A•••••••• L•• independent RIA | $343M | +24% | 6 | $57.1M | 95% | 64% | 100 | 3 | |
| M••••• B••••• A••••••• independent RIA | $343M | +25% | 3 | $114M | 94% | 76% | 82 | 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.