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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPASSO PLANNING PARTNERS LLC independent RIA | $274M | -16% | 2 | $137M | 95% | 61% | 170 | 1 | |
| MISSION HILLS FINANCIAL ADVISORY LLC independent RIA | $274M | +31% | 3 | $91.4M | 100% | 77% | 100 | 1 | |
| CHRONOS WEALTH MANAGEMENT, L.L.C. independent RIA | $274M | +11% | 2 | $137M | 98% | 81% | 111 | 1 | |
| S•••••••• F•••••••• S•••••••• L•• independent RIA | $274M | +21% | 12 | $22.8M | 87% | 70% | 28 | 8 | |
| P•••••• W••••• G••••• L•• independent RIA | $274M | -2.8% | 1 | $274M | 93% | 80% | 228 | 1 | |
| D•••• W•••••• L•• independent RIA | $274M | +13% | 6 | $45.7M | 90% | 78% | 50 | 1 | |
| U•••• W••••• M••••••••• I••• independent RIA | $274M | +26% | 2 | $137M | 100% | 67% | 169 | 1 | |
| J•••• R•••• A•••• M••••••••• L•• independent RIA | $274M | +16% | 4 | $68.4M | 98% | 69% | 103 | 1 | |
| T••••••••• F•••••••• P••••••• independent RIA | $274M | +22% | 5 | $54.7M | 100% | 88% | 31 | 4 | |
| N••••••• I••••••••• A••••••• independent RIA | $273M | +92% | 5 | $54.7M | 97% | 73% | 59 | 8 | |
| K••• W••••• P••••••• A••••••• independent RIA | $273M | +18% | 7 | $39.0M | 100% | 56% | 75 | 2 | |
| N•••••• A•••••••• I••• independent RIA | $273M | +19% | 3 | $90.9M | 100% | 80% | 79 | 3 | |
| R••••••••• S••••••••• L••• independent RIA | $273M | +12% | 5 | $54.5M | 97% | 55% | 82 | 1 | |
| M••••• C•••••• M••••••••• L•• independent RIA | $272M | +13% | 2 | $136M | 81% | 88% | 77 | 1 | |
| C•••••• P••••••••• L•• independent RIA | $272M | -7.8% | 3 | $90.7M | 90% | 56% | 221 | 2 | |
| M••••••• P•••••• W•••••• L•• independent RIA | $272M | +21% | 4 | $68.0M | 98% | 89% | 44 | 3 | |
| I••••• C•••••• P••••••• independent RIA | $272M | +19% | 10 | $27.2M | 92% | 56% | 65 | 6 | |
| C•••••••• W••••• A•••••••• L•• independent RIA | $272M | +15% | 3 | $90.6M | 100% | 87% | 61 | 1 | |
| T••••••• W••••• S•••••••• independent RIA | $272M | 4 | $67.9M | 100% | 64% | 63 | 1 | ||
| T••• B••• F••••••••• L•• independent RIA | $272M | 3 | $90.5M | 98% | 72% | 190 | 2 | ||
| R•••• H••• A•••• M••••••••• I•• independent RIA | $271M | -0.6% | 1 | $271M | 76% | 78% | 180 | 1 | 1 |
| P••••••• A••••••• S•••••••• I••• independent RIA | $271M | +55% | 12 | $22.6M | 88% | 62% | 28 | 3 | 1 |
| D••• F•••••••• G••••• L•• independent RIA | $271M | +28% | 3 | $90.2M | 100% | 67% | 109 | 1 | |
| F•••••••• F•••••• independent RIA | $270M | +24% | 3 | $90.2M | 97% | 83% | 68 | 1 | |
| P•••• F•••••••• independent RIA | $270M | +16% | 15 | $18.0M | 100% | 55% | 45 | 20 | |
| T•• J•••••• G•••• independent RIA | $270M | 3 | $90.0M | 100% | 84% | 84 | 2 | ||
| E••••• Y•••• • H•••• I••••••••• M••••••••• independent RIA | $270M | +13% | 2 | $135M | 86% | 58% | 118 | 2 | |
| A•••• Z••• L•• independent RIA | $270M | +47% | 10 | $27.0M | 96% | 77% | 42 | 5 | |
| W•••••• A••••••• G••••• L•• independent RIA | $269M | +7.8% | 1 | $269M | 100% | 59% | 87 | 1 | |
| M•••• • S•••••• W••••• M••••••••• independent RIA | $269M | +22% | 8 | $33.7M | 90% | 74% | 42 | 3 | |
| H•••• • H•••• C• L•• independent RIA | $269M | +7.0% | 2 | $135M | 89% | 63% | 122 | 1 | |
| P••••••••• W••••• P••••••• L•• independent RIA | $269M | +25% | 4 | $67.3M | 100% | 89% | 43 | 3 | |
| B••• F•••••••• S•••••••• L•• independent RIA | $269M | +14% | 2 | $135M | 99% | 82% | 127 | 1 | |
| D••••••••• R••••••••• L•• independent RIA | $269M | +15% | 1 | $269M | 98% | 60% | 640 | 1 | |
| D••••• W••••• M••••••••• L•• independent RIA | $269M | +67% | 2 | $134M | 72% | 79% | 34 | 1 | |
| A•••••• A••••••• A••••••••• L•• independent RIA | $269M | +14% | 4 | $67.2M | 81% | 77% | 61 | 1 | |
| A•••• W••••• P••••••• independent RIA | $268M | +32% | 3 | $89.5M | 81% | 83% | 46 | 2 | 1 |
| S••• I••••••••• A••••••• L•• independent RIA | $268M | +19% | 3 | $89.5M | 100% | 75% | 102 | 2 | |
| J•• • A••••••••• L•• independent RIA | $268M | -22% | 1 | $268M | 99% | 54% | 1,453 | 1 | |
| I••••••• A••••••• independent RIA | $268M | +19% | 3 | $89.4M | 83% | 79% | 89 | 4 | |
| R•••••• I••••••••• P•••••••• L•• independent RIA | $268M | +14% | 3 | $89.4M | 87% | 58% | 228 | 2 | |
| R••••••••• C•••••• M••••••••• I•• independent RIA | $267M | +13% | 3 | $89.1M | 87% | 79% | 52 | 1 | |
| R••••••••• • J•• independent RIA | $267M | +12% | 4 | $66.8M | 99% | 69% | 63 | 1 | |
| L••• O•• I••••••••• P••••••• independent RIA | $266M | +19% | 3 | $88.8M | 91% | 68% | 107 | 1 | |
| H•••••• W••••• M••••••••• G••••• I••• independent RIA | $266M | +39% | 3 | $88.7M | 84% | 89% | 41 | 1 | |
| W••••••••• W••••• M••••••••• independent RIA | $266M | +12% | 2 | $133M | 100% | 68% | 137 | 1 | |
| C••••••• W••••• M••••••••• G••••• L•• independent RIA | $266M | +14% | 6 | $44.3M | 100% | 78% | 49 | 1 | |
| T••••• C•••••• M••••••••• I•• independent RIA | $266M | +18% | 4 | $66.5M | 90% | 73% | 60 | 1 | |
| S•••••• W••• W••••• M••••••••• I•• independent RIA | $265M | +6.4% | 3 | $88.4M | 97% | 88% | 46 | 1 | |
| T•• D••• G••••• L•• independent RIA | $265M | +37% | 9 | $29.5M | 100% | 67% | 29 | 1 | |
| C••••••••• A••••••• independent RIA | $265M | +8.4% | 3 | $88.4M | 100% | 70% | 155 | 1 | |
| B••••• W••••• M••••••••• L•• independent RIA | $265M | +16% | 7 | $37.9M | 91% | 84% | 25 | 2 | |
| E•••••••• P•••••• W••••• independent RIA | $265M | +20% | 4 | $66.2M | 97% | 83% | 42 | 2 | |
| B•••• F•••••••• G•••• independent RIA | $265M | +20% | 2 | $132M | 100% | 83% | 96 | 1 | |
| V•••••• W••••• P••••••• independent RIA | $265M | +33% | 3 | $88.2M | 95% | 69% | 133 | 1 | |
| B•• W••••• M••••••••• L•• independent RIA | $265M | +5.0% | 4 | $66.2M | 76% | 78% | 110 | 5 | |
| I••••••• W••••• M••••••••• L•• independent RIA | $265M | +21% | 2 | $132M | 96% | 85% | 89 | 1 | |
| R•• F•••••••• independent RIA | $264M | +20% | 2 | $132M | 97% | 80% | 136 | 2 | |
| O•••••• C•••••• A•••••••• L•• independent RIA | $264M | +7.8% | 4 | $66.0M | 75% | 81% | 48 | 1 | |
| W•••• W••••• M••••••••• independent RIA | $264M | +21% | 5 | $52.8M | 98% | 83% | 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.