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 |
|---|---|---|---|---|---|---|---|---|---|
| ASPIRE WEALTH ARCHITECTS independent RIA | $290M | +13% | 4 | $72.6M | 100% | 90% | 34 | 1 | |
| MBIA CAPITAL ADVISORS independent RIA | $290M | +25% | 5 | $58.0M | 100% | 89% | 51 | 2 | |
| FOX HILL WEALTH MANAGEMENT independent RIA | $290M | +15% | 7 | $41.5M | 99% | 71% | 58 | 2 | |
| G••••• F••••••••• L•• independent RIA | $290M | +15% | 6 | $48.3M | 92% | 58% | 63 | 1 | |
| P•••••• S•• F•••••••• C••• independent RIA | $290M | +16% | 3 | $96.7M | 100% | 82% | 127 | 1 | |
| R••••••••• P••••••••• L•• independent RIA | $290M | +90% | 2 | $145M | 67% | 62% | 123 | 1 | |
| F••• F•••••••• I••• independent RIA | $290M | +17% | 3 | $96.7M | 89% | 72% | 86 | 2 | |
| L••••• W••••• M••••••••• G••••• I••• independent RIA | $290M | +24% | 7 | $41.4M | 99% | 74% | 138 | 1 | |
| B•••••• F•••••••• independent RIA | $290M | +12% | 3 | $96.5M | 98% | 73% | 110 | 1 | |
| H•••• H••• W••••• M••••••••• I••• independent RIA | $290M | +20% | 3 | $96.5M | 99% | 77% | 88 | 1 | |
| N•••• S••• A••••••• G••••• L•• independent RIA | $289M | +28% | 6 | $48.2M | 88% | 68% | 73 | 1 | |
| G••••••• W••••• M••••••••• I••• independent RIA | $289M | +16% | 5 | $57.8M | 59% | 85% | 29 | 1 | |
| P•• P•••••• W••••• M••••••••• L•• independent RIA | $289M | +21% | 6 | $48.2M | 97% | 59% | 79 | 1 | |
| F•••••••• G••••••• G••••• I••• independent RIA | $288M | +35% | 3 | $96.1M | 99% | 74% | 97 | 2 | |
| O•• H••••• W••••• P••••••• independent RIA | $288M | 3 | $96.1M | 85% | 82% | 83 | 2 | ||
| I••••• W••••• P•••••••• L•• independent RIA | $288M | +26% | 6 | $48.0M | 96% | 76% | 85 | 3 | |
| F•••••••• I••••••••• L•• independent RIA | $288M | +19% | 4 | $72.0M | 99% | 75% | 70 | 3 | |
| C•••••• C••••• I••••••••• independent RIA | $288M | +15% | 14 | $20.6M | 100% | 51% | 34 | 5 | |
| F••••••••• P•••••••• L•• independent RIA | $288M | 2 | $144M | 98% | 88% | 71 | 2 | ||
| O•• W••••• M••• L•• independent RIA | $287M | -74% | 5 | $57.5M | 100% | 78% | 45 | 9 | |
| V••••••• C•••••• M••••••••• L•• independent RIA | $287M | +100% | 6 | $47.9M | 100% | 85% | 31 | 7 | |
| R••• F•••••••• C••••••••• I••• independent RIA | $287M | +24% | 4 | $71.8M | 94% | 73% | 88 | 1 | |
| T••••• S••••• N•••••• W••••• • T•• M••••••••• independent RIA | $287M | +32% | 12 | $23.9M | 100% | 51% | 50 | 7 | |
| M•••••• F•••••••• G•••• independent RIA | $287M | +29% | 7 | $41.0M | 100% | 80% | 34 | 2 | |
| P••••••• W••••• M••••••••• I••• independent RIA | $287M | +115% | 3 | $95.7M | 95% | 64% | 161 | 1 | |
| O••• • A••••••••• I••• independent RIA | $287M | +15% | 3 | $95.5M | 100% | 85% | 51 | 1 | |
| J••• W••••••• C••• I••• independent RIA | $286M | +14% | 4 | $71.6M | 99% | 79% | 36 | 1 | |
| J•• S••••••• • A••••••••• L•• independent RIA | $286M | +59% | 5 | $57.3M | 100% | 75% | 37 | 1 | |
| S••••• F•••••••• S••••••• independent RIA | $286M | +9.9% | 2 | $143M | 100% | 73% | 165 | 3 | |
| R•• P•••••• W•••••• L•• independent RIA | $286M | +13% | 1 | $286M | 96% | 60% | 326 | 1 | |
| L••••••••• A••••••• independent RIA | $286M | +22% | 6 | $47.7M | 98% | 84% | 31 | 2 | |
| P•••••• W••••• A•••••••• L••• independent RIA | $286M | +9.5% | 5 | $57.2M | 85% | 72% | 60 | 1 | 2 |
| F•••••••• F••••• I••• independent RIA | $286M | +3.5% | 4 | $71.4M | 100% | 54% | 143 | 1 | |
| O••••••• F•••••••• G••••• I••• independent RIA | $286M | +25% | 6 | $47.6M | 78% | 77% | 39 | 1 | |
| I•••••••• W••••• A•••••••• I••• independent RIA | $285M | +3.8% | 4 | $71.4M | 90% | 83% | 205 | 2 | |
| F••••••••• W••••• M••••••••• I••• independent RIA | $285M | +23% | 4 | $71.3M | 97% | 60% | 141 | 1 | |
| O••••••• W••••• A•••••••• L•• independent RIA | $285M | +11% | 2 | $143M | 100% | 79% | 118 | 2 | |
| T••••• W••••• C••••••• independent RIA | $285M | +143% | 8 | $35.6M | 96% | 50% | 92 | 11 | |
| M••••• W••••• M••••••••• L•• independent RIA | $285M | 2 | $143M | 100% | 85% | 100 | 1 | ||
| C•••••• F•••••••• P••••••• independent RIA | $285M | +17% | 3 | $94.9M | 96% | 72% | 74 | 1 | |
| K••• C•••••• W••••• M••••••••• I••• independent RIA | $285M | +29% | 3 | $94.9M | 99% | 85% | 66 | 1 | |
| O•• A•••••••• L•• independent RIA | $285M | +18% | 6 | $47.5M | 100% | 87% | 27 | 1 | |
| L••••••••• R••••••••• independent RIA | $285M | +34% | 1 | $285M | 100% | 58% | 182 | 1 | |
| T•• F•••••• F•••••••• G••••• I••• independent RIA | $284M | +37% | 7 | $40.6M | 97% | 87% | 42 | 1 | |
| F••••••• W••• • N•••••••• I••• independent RIA | $284M | +11% | 1 | $284M | 52% | 62% | 358 | 1 | |
| S••••• B•••• • G•••••• I••• D•••• S•• W••••• M••••••••• independent RIA | $284M | +0.3% | 3 | $94.7M | 99% | 61% | 159 | 1 | |
| P•••••••• A•••• M••••••••• I•• independent RIA | $284M | +4.5% | 2 | $142M | 98% | 81% | 93 | 1 | |
| C••• C•••••• P•••••••• L•• independent RIA | $284M | 4 | $71.0M | 94% | 87% | 79 | 1 | ||
| H••••• W••••• M••••••••• independent RIA | $284M | +16% | 4 | $71.0M | 99% | 77% | 74 | 1 | |
| V•••• I••••••••• M••••••••• L•• independent RIA | $284M | +25% | 5 | $56.8M | 99% | 73% | 78 | 2 | |
| M••••••• F•••••••• A•••••••• L•• independent RIA | $284M | +10% | 2 | $142M | 100% | 84% | 89 | 4 | |
| K••••• F•••••••• A•••••••• L•• independent RIA | $284M | +16% | 2 | $142M | 92% | 88% | 75 | 2 | |
| H•••• • H••••• independent RIA | $284M | +13% | 2 | $142M | 87% | 63% | 131 | 1 | |
| P•••• O• M••• W••••• M••••••••• independent RIA | $283M | +32% | 8 | $35.4M | 99% | 63% | 41 | 3 | |
| B•••• C•••••• independent RIA | $283M | 4 | $70.8M | 99% | 60% | 157 | 1 | ||
| S••••••••• W••••• M••••••••• L•• independent RIA | $283M | +22% | 3 | $94.4M | 100% | 78% | 96 | 1 | |
| B••••• W••••• G•••• independent RIA | $283M | +41% | 7 | $40.4M | 100% | 53% | 79 | 2 | |
| C••••••••• independent RIA | $283M | +49% | 4 | $70.7M | 99% | 63% | 309 | 2 | |
| C••••• C•••••• G•••• independent RIA | $283M | +14% | 4 | $70.7M | 99% | 86% | 52 | 1 | |
| P••••••• W••••• P••••••• independent RIA | $283M | 9 | $31.4M | 99% | 76% | 30 | 2 |
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.