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 |
|---|---|---|---|---|---|---|---|---|---|
| WALLACE HART CAPITAL MANAGEMENT independent RIA | $264M | +3.3% | 4 | $66.0M | 92% | 78% | 57 | 1 | 1 |
| WELCH INVESTMENT GROUP, LLC independent RIA | $264M | +11% | 2 | $132M | 94% | 63% | 194 | 1 | |
| BANKPLUS WEALTH ADVISORS independent RIA | $264M | +42% | 14 | $18.8M | 98% | 51% | 45 | 3 | |
| M••••• independent RIA | $263M | +25% | 5 | $52.7M | 100% | 83% | 37 | 2 | |
| H•••••• P•••• W••••• A•••••••• I••• independent RIA | $263M | +4.7% | 1 | $263M | 100% | 77% | 272 | 1 | |
| G•••••••• C•••••• A•••••••• L•• independent RIA | $263M | +30% | 1 | $263M | 85% | 71% | 302 | 1 | |
| J• C•••••• A••••••• G•••• L•• independent RIA | $263M | 1 | $263M | 88% | 88% | 199 | 1 | ||
| R•••••• F•••••••• N•••••• independent RIA | $263M | +16% | 8 | $32.9M | 98% | 71% | 127 | 4 | |
| S•••• W••••• P•••••••• L•• independent RIA | $263M | +22% | 1 | $263M | 100% | 84% | 147 | 2 | |
| S•••• F•••••••• A••••••• independent RIA | $263M | +29% | 5 | $52.5M | 100% | 65% | 73 | 6 | |
| T•••••••• A•••• M••••••••• independent RIA | $263M | 7 | $37.5M | 100% | 77% | 37 | 3 | ||
| W••••••••• F•••••••• A••••••• L•• independent RIA | $262M | +16% | 3 | $87.5M | 96% | 71% | 95 | 1 | |
| S•••• W••••• M••••••••• L•• independent RIA | $262M | +48% | 5 | $52.5M | 89% | 58% | 95 | 1 | |
| P•••••• F•••••••• C••••••••• independent RIA | $262M | +15% | 3 | $87.5M | 98% | 84% | 79 | 1 | |
| H•••••• F•••••••• S•••••••• L•• independent RIA | $262M | +23% | 6 | $43.7M | 99% | 60% | 65 | 2 | |
| C••••••••• F•••••••• A•••••••• L•• independent RIA | $262M | +12% | 2 | $131M | 97% | 83% | 98 | 1 | |
| B••••• F••••••••• I••• independent RIA | $262M | +31% | 5 | $52.5M | 97% | 70% | 148 | 2 | |
| T•••••• W••••• M••••••••• G•••• L•• independent RIA | $262M | +42% | 4 | $65.6M | 74% | 68% | 73 | 2 | |
| P•••• T••••• independent RIA | $262M | +16% | 2 | $131M | 95% | 80% | 94 | 1 | |
| T••••••••• I••••••• A••••••• S••••••• I•• independent RIA | $262M | +0.2% | 4 | $65.5M | 100% | 83% | 53 | 1 | |
| T••• F•••••••• S••••••••• independent RIA | $262M | +1.8% | 9 | $29.1M | 83% | 73% | 31 | 3 | 1 |
| K•••••••• W••••• A••••••• independent RIA | $262M | +23% | 5 | $52.3M | 100% | 50% | 87 | 3 | |
| T••••• W••••• A••••••• independent RIA | $262M | +17% | 7 | $37.4M | 88% | 83% | 36 | 4 | |
| W••••••••• I••••••••• A••••••• independent RIA | $261M | +12% | 9 | $29.0M | 100% | 57% | 43 | 3 | |
| C••••••• W••••• P••••••• L•• independent RIA | $261M | +20% | 4 | $65.3M | 100% | 78% | 58 | 4 | |
| P•••••••• A•••••••• I••• independent RIA | $261M | +16% | 4 | $65.3M | 99% | 76% | 60 | 1 | |
| P•••••• W••••• M••••••••• independent RIA | $261M | +22% | 1 | $261M | 100% | 75% | 264 | 2 | |
| T•••••••• F•••••••• A•••••••• L•• independent RIA | $261M | +19% | 5 | $52.2M | 100% | 60% | 73 | 1 | |
| G•• P••••••• independent RIA | $261M | 3 | $86.9M | 100% | 86% | 57 | 1 | ||
| W••••••••• C•••••• M••••••••• L•• independent RIA | $260M | +7.1% | 6 | $43.4M | 69% | 71% | 73 | 1 | 4 |
| B••••• I••••••••• G•••• independent RIA | $260M | +0.2% | 3 | $86.7M | 99% | 67% | 156 | 1 | |
| B•••••• F•••••••• A••••••• L•• independent RIA | $260M | +15% | 2 | $130M | 100% | 79% | 161 | 1 | |
| R•• F•••••••• S••••••••• L•• independent RIA | $260M | +64% | 3 | $86.7M | 95% | 83% | 181 | 2 | |
| A•••••••• A•••••••• L•• independent RIA | $260M | +33% | 3 | $86.7M | 100% | 86% | 92 | 1 | |
| C•••••• F•••••••• A••••••• O• N•• Y•••• L•• independent RIA | $260M | +12% | 2 | $130M | 100% | 85% | 72 | 1 | |
| C•••• W••••• P•••••••• L•• independent RIA | $260M | +22% | 4 | $65.0M | 99% | 54% | 111 | 1 | |
| F••••• F••••••••• L•• independent RIA | $260M | +28% | 1 | $260M | 100% | 77% | 124 | 1 | |
| R•••••••• W••••• P••••••• L•• independent RIA | $260M | +29% | 5 | $51.9M | 98% | 62% | 87 | 1 | |
| S••••••• F••••• O••••• independent RIA | $259M | +81% | 4 | $64.9M | 87% | 87% | 33 | 1 | |
| P•••••• W••••• C••••••••• L•• independent RIA | $259M | 4 | $64.8M | 79% | 83% | 35 | 7 | ||
| C•••• I••••••••• A•••••••• L•• independent RIA | $259M | +15% | 3 | $86.4M | 97% | 79% | 79 | 5 | 1 |
| G••••• F•••••••• A••••••• S•••••••• I••• independent RIA | $259M | +19% | 3 | $86.4M | 88% | 73% | 93 | 2 | |
| E•••••••• W••••• M••••••••• independent RIA | $259M | +48% | 3 | $86.4M | 100% | 86% | 60 | 3 | |
| D•••• C•••••• M••••••••• independent RIA | $259M | +15% | 4 | $64.8M | 100% | 76% | 58 | 1 | |
| K••• A•••••••• L•• independent RIA | $259M | +36% | 6 | $43.2M | 100% | 64% | 66 | 1 | |
| A• E••••••••• L••• F••••••••• L•• independent RIA | $259M | +19% | 5 | $51.8M | 99% | 80% | 74 | 1 | |
| N••••••• L••••• A•••••••• I••• independent RIA | $259M | 3 | $86.3M | 100% | 90% | 41 | 1 | ||
| G• W••••• M••••••••• L•• independent RIA | $259M | +35% | 6 | $43.1M | 99% | 72% | 88 | 1 | |
| P•••••• C•••••• A••••••••• independent RIA | $259M | +17% | 3 | $86.3M | 99% | 58% | 166 | 1 | |
| S••••• I••••••••• independent RIA | $259M | +2.2% | 5 | $51.8M | 51% | 80% | 24 | 3 | 1 |
| T••••• F•••••••• G••••• I•• independent RIA | $259M | -12% | 1 | $259M | 70% | 80% | 246 | 1 | |
| A••••• I••••••• M•••• • A••••••••• I••• independent RIA | $259M | +8.2% | 5 | $51.7M | 97% | 75% | 79 | 1 | |
| F•••••••• I••••••••• S•••••••• L•• independent RIA | $259M | +17% | 2 | $129M | 100% | 53% | 166 | 3 | |
| R•••••• F••••• W••••• L•• independent RIA | $259M | +17% | 2 | $129M | 98% | 80% | 113 | 2 | |
| H••••••• W••••• M••••••••• independent RIA | $258M | +18% | 3 | $86.1M | 96% | 70% | 94 | 2 | |
| K••••• I••••••••• A•••••••• L•• independent RIA | $258M | +7.3% | 3 | $86.1M | 99% | 83% | 98 | 1 | |
| B•••• G• A•••• I••••••••• L•• independent RIA | $258M | +18% | 2 | $129M | 99% | 89% | 66 | 1 | |
| M•••••• C•••••• M••••••••• independent RIA | $258M | +15% | 4 | $64.5M | 84% | 89% | 32 | 1 | |
| V•••••• W••••• A••••••• independent RIA | $258M | +51% | 4 | $64.5M | 100% | 87% | 60 | 1 | |
| S•••••••• F•••••••• L•• independent RIA | $258M | +15% | 5 | $51.5M | 100% | 72% | 49 | 4 |
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.