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 |
|---|---|---|---|---|---|---|---|---|---|
| BOYLE CAPITAL independent RIA | $342M | +15% | 4 | $85.5M | 96% | 69% | 105 | 3 | |
| STEELHEAD WEALTH MANAGEMENT independent RIA | $342M | 3 | $114M | 100% | 78% | 93 | 2 | ||
| SECOND 50 FINANCIAL independent RIA | $342M | +26% | 2 | $171M | 100% | 88% | 78 | 1 | |
| P••••• F••••• W•••••• L•• independent RIA | $342M | +24% | 8 | $42.7M | 98% | 67% | 66 | 2 | |
| E••••••••• A•••••••• I••• independent RIA | $342M | +7.8% | 2 | $171M | 93% | 69% | 203 | 2 | |
| C•••••• A••••••• G•••• independent RIA | $341M | 4 | $85.3M | 96% | 85% | 51 | 1 | ||
| W•••••••• R••••••• • M••••••••• L•• independent RIA | $341M | +8.3% | 2 | $170M | 98% | 82% | 112 | 1 | |
| P••••••• W••••• P••••••• L•• independent RIA | $341M | +19% | 2 | $170M | 96% | 79% | 156 | 1 | |
| R•••••••• F•••••••• S••••••• independent RIA | $341M | +10% | 1 | $341M | 100% | 76% | 320 | 1 | |
| S•••••• • C••••••• L•• independent RIA | $341M | +8.6% | 2 | $170M | 97% | 85% | 102 | 1 | |
| L••• B•••• W••••• M••••••••• L•• independent RIA | $340M | +9.7% | 4 | $85.1M | 94% | 88% | 52 | 2 | 3 |
| O••••• W••••• M••••••••• independent RIA | $340M | +14% | 5 | $68.1M | 98% | 69% | 97 | 3 | |
| P••• R•••• T••••• G•••• independent RIA | $340M | +16% | 6 | $56.7M | 100% | 73% | 73 | 1 | |
| E•••••• A•••••••• L••• independent RIA | $340M | +13% | 8 | $42.5M | 93% | 57% | 60 | 1 | |
| A•• C•••••• M••••••••• independent RIA | $340M | +8.1% | 7 | $48.5M | 91% | 76% | 47 | 5 | |
| T•••••• P•••• F•••••••• independent RIA | $339M | -11% | 15 | $22.6M | 100% | 55% | 52 | 3 | |
| S•••••••• W••••• M••••••••• independent RIA | $339M | +15% | 6 | $56.5M | 89% | 65% | 74 | 1 | |
| A•••••• W••••• M••••••••• L•• independent RIA | $339M | +22% | 17 | $19.9M | 99% | 51% | 44 | 18 | |
| D••••••••• F•••••••• M••••••••• independent RIA | $339M | +12% | 4 | $84.7M | 96% | 89% | 35 | 2 | |
| M••• C•••••• independent RIA | $339M | +111% | 29 | $11.7M | 100% | 83% | 20 | 25 | |
| C••••••••• W••••• M••••••••• independent RIA | $338M | +9.7% | 6 | $56.4M | 99% | 73% | 63 | 1 | |
| C••• A••••••• G•••• independent RIA | $338M | +14% | 10 | $33.8M | 98% | 60% | 114 | 4 | |
| B••••••• F•••••••• P••••••• independent RIA | $338M | +17% | 6 | $56.4M | 100% | 62% | 87 | 5 | |
| N•••••••• M•••• C•••••• M••••••••• I••• independent RIA | $338M | +15% | 2 | $169M | 87% | 80% | 131 | 1 | |
| A•••••••• F•••••••• G•••• L•• independent RIA | $338M | +13% | 2 | $169M | 62% | 89% | 47 | 3 | |
| M••• • A••• W••••• C••••••• A•• M••••••••• L•• independent RIA | $338M | +16% | 2 | $169M | 99% | 87% | 110 | 1 | |
| B•••••• W••••• A•••••••• L•• independent RIA | $338M | +16% | 2 | $169M | 99% | 88% | 87 | 1 | |
| U••••••• I••••••••• A•••••••• I••• independent RIA | $338M | +21% | 15 | $22.5M | 86% | 53% | 56 | 5 | |
| L•••• G•••• F•••••••• A•••••••• L•• independent RIA | $338M | +186% | 6 | $56.3M | 96% | 60% | 69 | 3 | |
| L••• L••••• I••••••••• S•••••••• L•• independent RIA | $337M | +8.6% | 1 | $337M | 99% | 87% | 270 | 1 | |
| E••••••••• independent RIA | $337M | +24% | 5 | $67.4M | 100% | 89% | 33 | 1 | |
| T•• N•••• S••••••••• G••••• L•• independent RIA | $337M | +15% | 3 | $112M | 100% | 66% | 167 | 1 | |
| M••••••• K•••••• • W••••• I•• independent RIA | $337M | +9.3% | 3 | $112M | 88% | 77% | 60 | 1 | |
| W••••••••• A••••• A••••••• independent RIA | $337M | +18% | 8 | $42.1M | 89% | 52% | 83 | 2 | |
| T•• I••••••••• A•••• M••••••••• L•• independent RIA | $337M | -41% | 8 | $42.1M | 100% | 79% | 132 | 2 | |
| E••••••• A•••• M••••••••• L•• independent RIA | $337M | 10 | $33.7M | 65% | 65% | 112 | 2 | 5 | |
| K••••• C•••••• A•••••••• L•• independent RIA | $337M | +14% | 2 | $168M | 92% | 81% | 115 | 2 | |
| J•••••• F•••••••• G••••• I••• independent RIA | $336M | +22% | 5 | $67.3M | 99% | 80% | 65 | 1 | |
| A•• W••••• M••••••••• G••••• L•• independent RIA | $336M | +8.6% | 3 | $112M | 99% | 72% | 185 | 1 | |
| T••••••• V••••• F•••••••• P••••••• independent RIA | $336M | 8 | $42.0M | 100% | 55% | 68 | 1 | ||
| S••••• V••••• W••••• G•••• independent RIA | $336M | +30% | 3 | $112M | 99% | 84% | 63 | 3 | |
| P•••••••• I••••••••• P•••••••• L•• independent RIA | $336M | +10.0% | 2 | $168M | 96% | 83% | 114 | 2 | |
| F•••• D••••• S••••••••• I••• independent RIA | $336M | +27% | 7 | $48.0M | 85% | 84% | 36 | 1 | |
| T•• M••••• F•••••••• G••••• L•• independent RIA | $335M | -22% | 2 | $168M | 98% | 89% | 64 | 1 | |
| T••••••••• A•••••••• L•• independent RIA | $335M | +18% | 2 | $168M | 100% | 83% | 132 | 1 | |
| A••••••••• W••••• A••••••• independent RIA | $335M | 3 | $112M | 100% | 80% | 128 | 1 | ||
| B••• W••••• M••••••••• independent RIA | $335M | +14% | 2 | $167M | 84% | 88% | 132 | 1 | |
| W••• C•••••• M••••••••• independent RIA | $335M | +9.7% | 6 | $55.8M | 72% | 89% | 30 | 1 | 2 |
| A••••••• C•••••• A•••••••• L•• independent RIA | $334M | +31% | 7 | $47.8M | 91% | 78% | 52 | 2 | 1 |
| H••••• F•••••••• G••••• I••• independent RIA | $334M | +12% | 1 | $334M | 99% | 86% | 217 | 1 | |
| G••• H••••• A•••••••• I••• independent RIA | $334M | +15% | 4 | $83.4M | 100% | 78% | 61 | 2 | |
| D••••••• W••••• M••••••••• L•• independent RIA | $333M | +11% | 3 | $111M | 98% | 74% | 286 | 1 | |
| C•••••• A••••••• C••••••••• independent RIA | $333M | -9.1% | 14 | $23.8M | 81% | 75% | 41 | 9 | |
| D••••••••• • A••••••••• L•• independent RIA | $333M | +6.6% | 3 | $111M | 85% | 84% | 105 | 1 | |
| C•••• W••• W••••• M••••••••• L•• independent RIA | $332M | +14% | 5 | $66.5M | 100% | 50% | 79 | 1 | |
| O••••••• W••••• independent RIA | $332M | +22% | 3 | $111M | 80% | 78% | 329 | 1 | |
| S••••• W••••• A••••••• independent RIA | $332M | +11% | 3 | $111M | 97% | 78% | 152 | 1 | |
| G•• F•••••••• M••••••••• I••• independent RIA | $332M | -33% | 4 | $83.0M | 99% | 83% | 62 | 1 | |
| E•••• F•••••••• G••••• I••• independent RIA | $332M | +21% | 2 | $166M | 100% | 82% | 145 | 1 | |
| 5• W•••••• L•• independent RIA | $331M | +17% | 4 | $82.8M | 89% | 79% | 68 | 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.