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 |
|---|---|---|---|---|---|---|---|---|---|
| ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC independent RIA | $319M | +29% | 2 | $159M | 100% | 69% | 162 | 1 | |
| BREEN WEALTH MANAGEMENT, LLC independent RIA | $319M | +17% | 3 | $106M | 100% | 86% | 59 | 1 | |
| PHILLIP B. WHITE CO., INC independent RIA | $319M | +19% | 2 | $159M | 97% | 82% | 122 | 1 | |
| F•• independent RIA | $318M | +1.2% | 4 | $79.6M | 74% | 62% | 173 | 1 | |
| P•••••• • T••••• W••••• M••••••••• independent RIA | $318M | 5 | $63.7M | 87% | 86% | 70 | 1 | ||
| I••••• I•••••••• independent RIA | $318M | +12% | 3 | $106M | 88% | 65% | 73 | 2 | 1 |
| O•••••• F••••••••• L•• independent RIA | $318M | +13% | 7 | $45.4M | 100% | 68% | 123 | 6 | |
| T•••• V••• W••••• M••••••••• L•• independent RIA | $318M | +13% | 4 | $79.5M | 95% | 87% | 52 | 2 | |
| T•••• C••• T••• W••••• M••••••••• L•• independent RIA | $318M | +26% | 6 | $53.0M | 99% | 79% | 96 | 1 | |
| M•••• W••••• independent RIA | $318M | +14% | 5 | $63.6M | 96% | 83% | 36 | 3 | |
| L••••• F•••••••• A••••••• C••••••••• independent RIA | $318M | +11% | 2 | $159M | 100% | 85% | 123 | 1 | |
| W••••• P•• A•••••••• I••• independent RIA | $317M | +3.2% | 2 | $159M | 100% | 65% | 106 | 1 | |
| F••••• W••••• P••••••• P••••••• independent RIA | $317M | +1.2% | 4 | $79.3M | 65% | 53% | 285 | 3 | |
| B•• P•••••• W•••••• I••• independent RIA | $317M | +21% | 5 | $63.5M | 99% | 81% | 77 | 2 | |
| R•••••• W••••• M••••••••• G••••• L•• independent RIA | $317M | +12% | 2 | $159M | 79% | 70% | 200 | 1 | |
| M••••• M•••• M••••••••• I•• independent RIA | $317M | +5.3% | 4 | $79.3M | 98% | 85% | 53 | 2 | |
| B••• B••• W••••• independent RIA | $317M | -39% | 8 | $39.6M | 93% | 84% | 28 | 1 | |
| S•••••• F•••••••• C•••••••• I••• independent RIA | $317M | +23% | 5 | $63.4M | 99% | 56% | 128 | 2 | |
| F•••• F•••••••• G•••• independent RIA | $317M | +16% | 4 | $79.2M | 100% | 75% | 95 | 2 | |
| C•••••••• W••••• L•• independent RIA | $317M | +5.4% | 10 | $31.7M | 95% | 89% | 19 | 6 | |
| D••• A••••••• S••••••• L•• independent RIA | $316M | +14% | 3 | $105M | 99% | 73% | 94 | 5 | |
| F••••••••• W••••• M••••••••• I••• independent RIA | $316M | +17% | 2 | $158M | 94% | 87% | 95 | 1 | |
| F•••• O•• W••••• M••••••••• L•• independent RIA | $316M | +18% | 1 | $316M | 65% | 89% | 149 | 1 | |
| W••••• A•••••••• P•••••••• L•• independent RIA | $316M | +12% | 5 | $63.2M | 97% | 89% | 36 | 6 | |
| P••••••• P••••••• C•••••• M••••••••• independent RIA | $316M | +25% | 1 | $316M | 75% | 68% | 544 | 2 | |
| P•••••••• W••••• S••••••••• L•• independent RIA | $316M | +25% | 5 | $63.2M | 97% | 67% | 86 | 1 | |
| S••••• W••••• P••••••• independent RIA | $316M | +15% | 7 | $45.1M | 89% | 89% | 27 | 1 | |
| K••••• F••••••••• L•• independent RIA | $316M | +17% | 4 | $79.0M | 72% | 74% | 48 | 1 | 1 |
| T••••• F•••••••• M••••••••• independent RIA | $315M | +15% | 2 | $158M | 94% | 83% | 146 | 1 | |
| C•••••• W••••• A••••••• G•••• independent RIA | $315M | -3.1% | 12 | $26.3M | 78% | 65% | 22 | 3 | |
| W••••• A•••• M••••••••• L•• independent RIA | $315M | +11% | 3 | $105M | 99% | 87% | 65 | 3 | |
| A••••••• F••••• O•••••• L•• independent RIA | $315M | +19% | 5 | $63.1M | 97% | 90% | 33 | 6 | |
| B••••• • S••••• L•• independent RIA | $315M | +20% | 3 | $105M | 100% | 82% | 100 | 1 | |
| W•• W••••• P••••••• independent RIA | $315M | +24% | 3 | $105M | 94% | 79% | 97 | 2 | |
| V•••• A•••••• G••••• L•• independent RIA | $315M | +22% | 3 | $105M | 98% | 54% | 229 | 1 | |
| T•• F••••• G••••• L•• independent RIA | $314M | +26% | 1 | $314M | 100% | 66% | 224 | 1 | |
| B•••••• W••••• M••••••••• C•••• independent RIA | $314M | +13% | 3 | $105M | 93% | 77% | 109 | 3 | |
| C•• F•••••••• P•••••••• I••• independent RIA | $314M | +8.9% | 4 | $78.5M | 100% | 84% | 62 | 2 | |
| P•••••••• S••••••••• I• W••••• M••••••••• L•• independent RIA | $314M | +6.0% | 3 | $105M | 100% | 85% | 73 | 1 | |
| T•••• A••••••• G•••• L•• independent RIA | $314M | -37% | 17 | $18.4M | 100% | 68% | 33 | 15 | |
| C••••••• W••••• A••••••• independent RIA | $313M | +5.3% | 4 | $78.4M | 98% | 68% | 147 | 1 | |
| M••••• P•••••• W•••••• L•• independent RIA | $313M | +27% | 2 | $157M | 84% | 88% | 78 | 2 | |
| S•••• M•••• F••••••••• L•• independent RIA | $313M | +36% | 2 | $157M | 98% | 74% | 127 | 1 | |
| W••••••• F•••••••• independent RIA | $313M | 11 | $28.4M | 100% | 56% | 37 | 4 | ||
| C••••••• A••••••• P•••••••• L•• independent RIA | $313M | +19% | 18 | $17.4M | 95% | 62% | 35 | 4 | 2 |
| A•••• W••••• S••••••••• L•• independent RIA | $312M | +12% | 6 | $52.0M | 98% | 74% | 61 | 4 | |
| T•••• • D•••••• W••••• M••••••••• L•• independent RIA | $312M | +3.9% | 3 | $104M | 96% | 88% | 74 | 2 | |
| G•••• W••••• M••••••••• C••• L•• independent RIA | $312M | +24% | 4 | $78.0M | 87% | 84% | 87 | 1 | |
| I•••••• independent RIA | $312M | +35% | 6 | $51.9M | 98% | 51% | 119 | 3 | |
| G••••••••• D••••• • E••••• P•••• C••• independent RIA | $311M | +34% | 9 | $34.6M | 100% | 65% | 102 | 2 | |
| C•••••• • C•••••• W••••• M••••••••• independent RIA | $311M | +25% | 3 | $104M | 89% | 87% | 70 | 1 | |
| M••••• C••• C••••••• L•• independent RIA | $311M | +12% | 3 | $104M | 94% | 77% | 73 | 2 | |
| M•••••• F•••••••• G••••• L•• independent RIA | $311M | +34% | 6 | $51.8M | 83% | 53% | 58 | 6 | |
| C••••••••• F•••••••• A••••••• independent RIA | $310M | +18% | 2 | $155M | 96% | 77% | 134 | 3 | |
| H• C• D•••••• C•• independent RIA | $310M | +75% | 4 | $77.5M | 100% | 61% | 86 | 1 | |
| A••••••• W••••• M••••••••• I••• independent RIA | $310M | +9.0% | 9 | $34.4M | 99% | 75% | 61 | 3 | |
| N•• W••••• M••••••••• L•• independent RIA | $310M | +39% | 2 | $155M | 98% | 81% | 144 | 1 | |
| W••••••• P•••••• W••••• M••••••••• I••• independent RIA | $310M | +13% | 5 | $61.9M | 98% | 78% | 45 | 8 | |
| T••••••• F•••••••• S•••••••• I••• independent RIA | $309M | +20% | 3 | $103M | 97% | 63% | 146 | 1 | |
| M•••••••• A•••• M••••••••• G••••• L•• independent RIA | $309M | +39% | 4 | $77.2M | 97% | 89% | 54 | 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.