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 |
|---|---|---|---|---|---|---|---|---|---|
| CAMBRIDGE FINANCIAL GROUP, INC. independent RIA | $331M | +5.1% | 3 | $110M | 76% | 56% | 102 | 1 | |
| THE NESTEGG GROUP, INC. independent RIA | $331M | +23% | 3 | $110M | 100% | 87% | 62 | 1 | |
| INSIGHT CAPITAL MANAGEMENT independent RIA | $331M | +1.6% | 4 | $82.6M | 100% | 78% | 86 | 1 | |
| C••••• F••••••••• L•• independent RIA | $330M | +15% | 2 | $165M | 98% | 76% | 300 | 2 | |
| D•• W•••••• L•• independent RIA | $330M | +23% | 25 | $13.2M | 89% | 68% | 59 | 16 | |
| S••••••••• F•••••••• P••••••• G••••• L•• independent RIA | $330M | +17% | 5 | $65.9M | 99% | 64% | 68 | 1 | |
| P••••• A••••••• G••••• L•• independent RIA | $330M | +31% | 4 | $82.4M | 99% | 75% | 144 | 1 | |
| P•••• P••••••• independent RIA | $329M | 6 | $54.9M | 97% | 80% | 51 | 1 | ||
| W••••• M••••••••• C•••• L•• independent RIA | $329M | +22% | 7 | $47.0M | 100% | 52% | 56 | 2 | |
| B• W••••• M••••••••• independent RIA | $329M | +16% | 5 | $65.8M | 97% | 76% | 66 | 1 | |
| A•••••• F•••••••• G••••• L•• independent RIA | $329M | +17% | 4 | $82.2M | 95% | 80% | 78 | 3 | |
| O•• F•••••••• S••••••• L•• independent RIA | $328M | +15% | 3 | $109M | 100% | 79% | 90 | 1 | |
| T••••• G••••• • I••••• A•••••••• L•• independent RIA | $328M | +1.9% | 5 | $65.7M | 100% | 85% | 59 | 3 | |
| W•••••• F•••••••• S•••••••• I••• independent RIA | $328M | +19% | 7 | $46.8M | 100% | 56% | 162 | 1 | |
| S•••• P•••• A•••••••• L•• independent RIA | $328M | +28% | 10 | $32.8M | 95% | 57% | 64 | 1 | |
| F•••••••• D••••••••• L•• independent RIA | $328M | +2.0% | 5 | $65.5M | 97% | 90% | 27 | 5 | |
| C••••••• W••••• M••••••••• I••• independent RIA | $327M | +42% | 10 | $32.7M | 93% | 56% | 55 | 5 | |
| L•••• W••••• M••••••••• L••• independent RIA | $327M | +16% | 2 | $164M | 100% | 72% | 250 | 2 | |
| W•••••••• A••••••• G•••• L•• independent RIA | $327M | +20% | 5 | $65.4M | 100% | 64% | 116 | 1 | |
| M••• A••••••• S•••••••• L•• independent RIA | $327M | +2.0% | 15 | $21.8M | 95% | 58% | 38 | 8 | |
| A••••••• W••••• M••••••••• L•• independent RIA | $327M | +14% | 4 | $81.7M | 100% | 79% | 50 | 2 | |
| V•••••• P•••• W••••• M••••••••• independent RIA | $327M | +18% | 15 | $21.8M | 100% | 62% | 81 | 8 | |
| L•• • A••••••••• I•• independent RIA | $327M | +7.2% | 3 | $109M | 97% | 63% | 99 | 1 | |
| P••• P•••••• W•••••• L•• independent RIA | $326M | +22% | 2 | $163M | 100% | 79% | 111 | 1 | |
| B•• R••••• G•••• W••••• P••••••• independent RIA | $326M | +20% | 4 | $81.6M | 99% | 73% | 99 | 1 | |
| H••••• C••••••• L•• independent RIA | $326M | +42% | 3 | $109M | 89% | 88% | 53 | 1 | |
| L••••••• G•••• independent RIA | $326M | +37% | 4 | $81.5M | 100% | 81% | 70 | 1 | |
| P••••• P•••••••• L•• independent RIA | $326M | -6.7% | 2 | $163M | 94% | 88% | 80 | 1 | |
| C•••••• R•••• C•••••• independent RIA | $325M | +24% | 3 | $108M | 88% | 84% | 86 | 2 | |
| T••••••• W••••• M••••••••• independent RIA | $325M | +24% | 3 | $108M | 99% | 88% | 90 | 1 | |
| V•••• I••••••••• M••••••••• L•• independent RIA | $324M | +13% | 4 | $81.0M | 87% | 86% | 45 | 1 | |
| C••••• W••••• A••••••• L•• independent RIA | $323M | +10% | 3 | $108M | 97% | 63% | 201 | 1 | |
| B•••• F•••••••• A•••••••• L•• independent RIA | $323M | +8.2% | 3 | $108M | 100% | 56% | 204 | 5 | |
| A••• • M••••• independent RIA | $323M | -1.8% | 6 | $53.9M | 89% | 88% | 30 | 1 | |
| N••• L•••• W••••• P•••••••• L•• independent RIA | $323M | +25% | 5 | $64.5M | 100% | 56% | 114 | 1 | |
| F•••••• F•••••••• A•••••••• L•• independent RIA | $323M | +59% | 5 | $64.5M | 81% | 86% | 41 | 1 | |
| C••••••• I••••••••• L•• independent RIA | $322M | +13% | 1 | $322M | 90% | 76% | 171 | 2 | |
| R•• W••••• M••••••••• independent RIA | $322M | 2 | $161M | 99% | 72% | 234 | 1 | ||
| K••••••• F•••••••• A••••••• L•• independent RIA | $322M | +19% | 4 | $80.6M | 97% | 69% | 127 | 1 | |
| F•••••••• T••••••••• independent RIA | $322M | +5.2% | 16 | $20.1M | 92% | 79% | 14 | 13 | |
| N•••••••• W••••• M••••••••• G•••• independent RIA | $322M | +11% | 2 | $161M | 92% | 85% | 103 | 1 | |
| S••• F•••••••• G••••• I••• independent RIA | $322M | +12% | 4 | $80.5M | 96% | 80% | 80 | 1 | |
| S••••••••• A••••••• G••••• L•• independent RIA | $322M | +23% | 4 | $80.5M | 96% | 75% | 133 | 1 | |
| B••• G••••• • C••••••• I••• independent RIA | $322M | +64% | 30 | $10.7M | 100% | 75% | 14 | 11 | |
| H• A••••••• G••••• L•• independent RIA | $322M | +28% | 2 | $161M | 100% | 62% | 230 | 2 | |
| A•••• P••••••••• G•••• I•• independent RIA | $321M | +15% | 2 | $161M | 100% | 79% | 165 | 1 | |
| A••••••• F••••••••• I••• independent RIA | $321M | +9.8% | 5 | $64.2M | 98% | 84% | 44 | 1 | |
| S•••••••• F•••••••• P•••••••• L•• independent RIA | $321M | +19% | 6 | $53.5M | 100% | 78% | 57 | 8 | |
| S••••••• A••••••• G••••• L•• independent RIA | $321M | 7 | $45.8M | 100% | 61% | 54 | 1 | ||
| 1• N•••• W••••• S•••••••• L•• independent RIA | $320M | +15% | 5 | $64.1M | 96% | 69% | 43 | 1 | |
| E•••••• W••••• M••••••••• independent RIA | $320M | 3 | $107M | 51% | 68% | 90 | 1 | ||
| A••••••• I••••••••• M••••••••• L•• independent RIA | $320M | +15% | 5 | $64.0M | 96% | 84% | 40 | 3 | |
| W••• C•••••• independent RIA | $320M | +28% | 3 | $107M | 95% | 75% | 98 | 1 | |
| S••••• F•••••••• independent RIA | $320M | +14% | 11 | $29.1M | 99% | 81% | 61 | 1 | |
| L•••••• W••••• A•••••••• L•• independent RIA | $320M | +20% | 26 | $12.3M | 84% | 87% | 7 | 6 | |
| A•••• W••••• M••••••••• A•• P••••••• L•• independent RIA | $320M | -10% | 6 | $53.3M | 94% | 72% | 79 | 4 | |
| W••••••••• C••••••• L•• independent RIA | $319M | +11% | 4 | $79.9M | 100% | 88% | 48 | 2 | |
| A••••• I••••••••• G••••• L•• independent RIA | $319M | +27% | 8 | $39.9M | 100% | 80% | 42 | 1 | |
| T••••• F•••••••• independent RIA | $319M | +13% | 3 | $106M | 100% | 80% | 84 | 2 | |
| V••••••••• S•••••••• L•• independent RIA | $319M | +32% | 6 | $53.2M | 100% | 62% | 70 | 3 |
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.