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 |
|---|---|---|---|---|---|---|---|---|---|
| MERIWETHER WEALTH & PLANNING, LLC independent RIA | $309M | +17% | 5 | $61.8M | 94% | 61% | 119 | 2 | |
| SYNERGY FINANCIAL PARTNERS, LLC independent RIA | $309M | +10% | 5 | $61.7M | 94% | 53% | 102 | 2 | |
| NEW PERSPECTIVES, INC. independent RIA | $309M | +6.9% | 4 | $77.2M | 98% | 68% | 104 | 2 | |
| B••••• W••••••••• L•• independent RIA | $308M | +17% | 5 | $61.7M | 100% | 61% | 182 | 1 | |
| M•••• F•••••••• P••••••• L•• independent RIA | $308M | -1.8% | 5 | $61.6M | 100% | 84% | 39 | 2 | |
| B••••••• W••••• S•••••••• independent RIA | $308M | +16% | 11 | $28.0M | 95% | 51% | 80 | 26 | |
| K•••• W••••• P••••••••• independent RIA | $308M | +13% | 4 | $77.0M | 90% | 73% | 80 | 2 | |
| A•••••••• W••••• M••••••••• L•• independent RIA | $308M | +8.1% | 4 | $77.0M | 93% | 66% | 109 | 4 | |
| Y•• I••••••••• M••••••••• L•• independent RIA | $308M | +24% | 1 | $308M | 100% | 59% | 523 | 1 | |
| G••••• P•••••• W••••• independent RIA | $308M | +12% | 4 | $76.9M | 76% | 78% | 60 | 1 | |
| C•••••• W••••• M••••••••• L•• independent RIA | $308M | +15% | 2 | $154M | 99% | 84% | 84 | 1 | |
| H•••••• A••••••• S•••••••• I••• independent RIA | $308M | +17% | 11 | $28.0M | 100% | 56% | 48 | 1 | |
| P••••••• R••••••••• I•••••••• L•• independent RIA | $308M | -0.7% | 3 | $103M | 96% | 68% | 84 | 1 | |
| C••••• I••••••••• M••••••••• L•• independent RIA | $307M | +23% | 2 | $154M | 100% | 54% | 269 | 1 | |
| C•••• • S••• W••••• independent RIA | $307M | +5.9% | 8 | $38.3M | 95% | 70% | 66 | 4 | |
| H••••••• A•••• A••••••• L•••• L•• independent RIA | $307M | +20% | 4 | $76.6M | 100% | 73% | 98 | 1 | |
| B••• S•• C•••••• C••••••••• G••••• I••• independent RIA | $306M | +24% | 7 | $43.8M | 99% | 76% | 72 | 1 | |
| M••••••••• C•••••• M••••••••• independent RIA | $306M | +17% | 3 | $102M | 100% | 59% | 70 | 1 | |
| F•••••• I• independent RIA | $306M | +26% | 1 | $306M | 72% | 73% | 246 | 1 | |
| H••••••••• W••••• M••••••••• L•• independent RIA | $306M | +30% | 6 | $51.0M | 99% | 88% | 26 | 2 | |
| F•••• W••••• M••••••••• I••• independent RIA | $306M | +22% | 3 | $102M | 96% | 83% | 71 | 5 | |
| W••••• I••••••••• independent RIA | $306M | -7.4% | 5 | $61.1M | 93% | 66% | 53 | 2 | |
| V•••• F•••••••• independent RIA | $306M | +29% | 6 | $50.9M | 99% | 62% | 85 | 1 | |
| J••• A•••• A•• A••••••••• I••• independent RIA | $306M | +8.3% | 3 | $102M | 89% | 66% | 92 | 2 | |
| L••• W••••• M••••••••• independent RIA | $306M | +12% | 3 | $102M | 100% | 81% | 121 | 2 | |
| M•• A•••• M••••••••• independent RIA | $306M | +20% | 2 | $153M | 99% | 89% | 90 | 1 | |
| K••••• T••••• M••••••••• L•• independent RIA | $306M | -19% | 5 | $61.1M | 99% | 84% | 26 | 2 | |
| R••••••••• C•••••• S••••••••• I••• independent RIA | $305M | +3.3% | 2 | $153M | 98% | 73% | 131 | 1 | |
| K••••••••• • F•••••• I••• independent RIA | $305M | +25% | 3 | $102M | 89% | 78% | 146 | 2 | |
| I•••••••• W••••• L•• independent RIA | $305M | +17% | 6 | $50.8M | 93% | 84% | 41 | 2 | |
| B•••••••• W••••• P••••••• independent RIA | $305M | 4 | $76.2M | 100% | 72% | 78 | 1 | ||
| B•••• C•••••• C•••••• independent RIA | $305M | +21% | 1 | $305M | 81% | 84% | 68 | 1 | |
| F••••• F••••••• I•• independent RIA | $305M | +12% | 2 | $152M | 100% | 82% | 144 | 1 | |
| S••• I••••••••• M••••••••• L•• independent RIA | $305M | +24% | 6 | $50.8M | 98% | 63% | 86 | 2 | |
| H••••••••• F•••••••• A•••••••• I••• independent RIA | $305M | +7.7% | 4 | $76.1M | 100% | 56% | 105 | 1 | |
| W••• I••••• independent RIA | $304M | +57% | 7 | $43.5M | 99% | 62% | 98 | 1 | |
| N••••••• A••••••• L•• independent RIA | $304M | +14% | 3 | $101M | 100% | 86% | 63 | 2 | |
| M• F•••••••• A••••••• • V••••••• F•••••••• independent RIA | $304M | +25% | 13 | $23.4M | 100% | 81% | 37 | 15 | |
| P••••••••• F•••••••• M••••••••• I••• independent RIA | $304M | +15% | 2 | $152M | 98% | 85% | 82 | 1 | |
| P••••••• F••••••••• I••• independent RIA | $304M | +8.2% | 2 | $152M | 100% | 72% | 253 | 2 | |
| S•••••••• R•••••••• C•••••• M••••••••• L•• independent RIA | $304M | +34% | 17 | $17.9M | 94% | 71% | 22 | 5 | |
| K•• G•••• M••••••••• I••• independent RIA | $304M | +29% | 8 | $38.0M | 99% | 83% | 42 | 3 | |
| C••••••• C•••••• M••••••••• I•• independent RIA | $303M | +23% | 1 | $303M | 100% | 81% | 265 | 1 | |
| I••••••••• F•••••••• S••••••••• I••• independent RIA | $303M | +34% | 1 | $303M | 95% | 84% | 203 | 1 | |
| A•••• F•••••••• M••••••••• I•• independent RIA | $303M | +14% | 3 | $101M | 97% | 87% | 67 | 2 | |
| A••••••••• G•••• L•• independent RIA | $303M | +12% | 5 | $60.6M | 100% | 63% | 82 | 2 | |
| B••••••••• I••••••••• M••••••••• independent RIA | $303M | +21% | 3 | $101M | 100% | 84% | 51 | 1 | |
| M••• I••••••••• S••••••••• I••• independent RIA | $303M | +15% | 8 | $37.8M | 98% | 78% | 83 | 2 | |
| C•••••• I••••••••• A••••••• independent RIA | $302M | -20% | 6 | $50.4M | 94% | 61% | 70 | 2 | |
| F•• A•••••••• I••• independent RIA | $302M | +0.3% | 5 | $60.4M | 100% | 71% | 73 | 1 | |
| C••• F•••••••• independent RIA | $302M | +6.0% | 2 | $151M | 77% | 90% | 58 | 1 | |
| M••••••••• W••••• M••••••••• L•• independent RIA | $301M | +20% | 2 | $151M | 95% | 71% | 162 | 1 | |
| S•••••••• F••••• O••••• independent RIA | $301M | +10% | 3 | $100M | 100% | 81% | 76 | 1 | |
| F•• W••••• M••••••••• L•• independent RIA | $301M | +20% | 4 | $75.3M | 99% | 69% | 79 | 1 | |
| K•••••• C••••••• L•• independent RIA | $301M | +19% | 4 | $75.3M | 100% | 88% | 46 | 1 | |
| H•••••• W••••• independent RIA | $301M | 97% | 52% | 1 | |||||
| J•••••• F•••••••• A••••••• independent RIA | $301M | +24% | 2 | $150M | 100% | 73% | 149 | 1 | |
| V•••• W••••• M••••••••• L•• independent RIA | $301M | +13% | 2 | $150M | 85% | 78% | 148 | 1 | |
| L••••••••• W••••• M••••••••• L•• independent RIA | $301M | -33% | 8 | $37.6M | 100% | 82% | 33 | 1 | |
| S••••••• W••••• M••••••••• independent RIA | $300M | +17% | 2 | $150M | 100% | 62% | 248 | 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.