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 |
|---|---|---|---|---|---|---|---|---|---|
| CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC independent RIA | $258M | +21% | 2 | $129M | 97% | 70% | 119 | 1 | |
| WILKINS MILLER WEALTH MANAGEMENT, LLC independent RIA | $257M | +17% | 2 | $129M | 82% | 88% | 89 | 2 | |
| BIAS INVESTORS independent RIA | $257M | +2.0% | 74% | 79% | 2 | ||||
| C•••••• A•••• M••••••••• I••• independent RIA | $257M | +16% | 2 | $129M | 100% | 66% | 135 | 4 | |
| D•••••• W••••• M••••••••• L•• independent RIA | $257M | +26% | 4 | $64.3M | 100% | 78% | 58 | 2 | |
| C••••• F•• A•••• M••••••••• L•• independent RIA | $257M | +12% | 2 | $129M | 99% | 78% | 142 | 1 | |
| R•• S••••• C••••••• L•• independent RIA | $257M | +11% | 4 | $64.2M | 100% | 90% | 36 | 1 | |
| F•••••••• A••••••• S•••••••• L•• independent RIA | $257M | +12% | 2 | $128M | 95% | 63% | 143 | 3 | |
| R• L•••• W••••• M••••••••• independent RIA | $257M | +19% | 3 | $85.6M | 100% | 69% | 150 | 1 | |
| S•••• P••• F•••••••• P••••••• independent RIA | $257M | +29% | 4 | $64.2M | 100% | 87% | 51 | 1 | |
| C•• C•••••• M••••••••• G••••• I••• independent RIA | $257M | +2.2% | 2 | $128M | 92% | 67% | 268 | 1 | 2 |
| 6•• S••••• A•••••••• L•• independent RIA | $257M | -5.3% | 3 | $85.5M | 100% | 80% | 98 | 1 | |
| D•••••• W••••• M••••••••• I••• independent RIA | $257M | +51% | 3 | $85.5M | 84% | 85% | 52 | 1 | |
| E••••• • T•••• A••••••• independent RIA | $256M | +15% | 4 | $64.1M | 100% | 55% | 44 | 1 | |
| T•••• F••••••••• I••• independent RIA | $256M | +16% | 7 | $36.6M | 99% | 64% | 62 | 1 | |
| R••••••••• F•••••••• S••••••• independent RIA | $256M | +20% | 4 | $64.0M | 86% | 87% | 48 | 1 | |
| P•••••••• F•••••••• A••••••• independent RIA | $256M | +15% | 1 | $256M | 100% | 77% | 319 | 2 | |
| M•••••••• W••••• A••••••• L•• independent RIA | $256M | +8.9% | 2 | $128M | 100% | 89% | 72 | 1 | |
| D••••••• W••••• P••••••• independent RIA | $256M | +65% | 3 | $85.2M | 74% | 89% | 30 | 1 | |
| R••••• F•••••••• G•••• independent RIA | $256M | +15% | 4 | $63.9M | 100% | 70% | 80 | 6 | |
| S•••• I••••••••• M••••••••• I•• independent RIA | $256M | +5.3% | 4 | $63.9M | 100% | 60% | 35 | 2 | |
| P••••••• independent RIA | $255M | +25% | 2 | $128M | 99% | 70% | 71 | 2 | |
| G•••• P•••••• W••••• M••••••••• independent RIA | $255M | +47% | 6 | $42.5M | 100% | 86% | 40 | 2 | |
| A••• A•••• M••••••••• I••• independent RIA | $255M | +17% | 4 | $63.7M | 85% | 87% | 38 | 1 | |
| K•• W••••• M••••••••• L•• independent RIA | $255M | +10% | 2 | $127M | 99% | 80% | 80 | 2 | |
| G••• P••• F•••••••• A•••••••• L•• independent RIA | $255M | +13% | 2 | $127M | 89% | 87% | 93 | 1 | |
| C•• P•••••••• L•• independent RIA | $255M | +16% | 7 | $36.4M | 100% | 54% | 57 | 1 | |
| M•••••• I••••••••• A•••••••• L•• independent RIA | $254M | +12% | 1 | $254M | 95% | 84% | 111 | 1 | |
| M•••••• F•••••••• G••••• L•• independent RIA | $254M | -0.2% | 5 | $50.8M | 97% | 86% | 33 | 1 | |
| W••••• A••••••• S•••••••• I••• independent RIA | $254M | +0.9% | 6 | $42.3M | 99% | 68% | 54 | 1 | |
| D•••••• W••••• M••••••••• L•• independent RIA | $254M | +15% | 3 | $84.7M | 85% | 84% | 46 | 1 | |
| A•••• • H•••• I••••••••• independent RIA | $254M | +16% | 4 | $63.5M | 100% | 82% | 40 | 1 | |
| C••••••••• C•••••• M••••••••• G••••• L•• independent RIA | $254M | +14% | 4 | $63.5M | 100% | 88% | 29 | 1 | |
| P•• • V• A•••• M••••••••• C••••••••• I•• independent RIA | $254M | +21% | 3 | $84.6M | 95% | 75% | 82 | 1 | |
| W••••••• C•••••• M••••••••• I••• independent RIA | $254M | +6.9% | 3 | $84.5M | 94% | 83% | 60 | 1 | |
| C•••• P•••• A•••••••• I••• independent RIA | $253M | +9.6% | 3 | $84.5M | 98% | 89% | 49 | 4 | |
| M•• A••••••• S•••••••• L•• independent RIA | $253M | +6.2% | 4 | $63.3M | 100% | 58% | 78 | 2 | |
| T•••••••• A•••••• G••••• L•• independent RIA | $253M | +23% | 5 | $50.6M | 100% | 65% | 72 | 3 | |
| P•••••• W••••• S••••••••• G••••• I••• independent RIA | $253M | +16% | 3 | $84.4M | 90% | 86% | 61 | 1 | |
| R•••••• F••••• L•• independent RIA | $253M | +12% | 4 | $63.2M | 98% | 81% | 66 | 1 | |
| E••••••• W••••• A•••••••• L•• independent RIA | $253M | +14% | 2 | $126M | 99% | 85% | 86 | 1 | |
| C•••••• A•••••••• L•• independent RIA | $253M | +25% | 6 | $42.1M | 96% | 70% | 56 | 4 | |
| W••••••• I••••••••• M••••••••• C• independent RIA | $252M | +16% | 4 | $63.1M | 71% | 81% | 37 | 1 | |
| L••• K••••••• • K•••• W••••• M••••••••• independent RIA | $252M | +27% | 3 | $84.1M | 92% | 87% | 50 | 3 | |
| W•••••• F•••••••• G••••• I••• independent RIA | $252M | +25% | 2 | $126M | 93% | 79% | 122 | 3 | |
| Q•• C•••••• M••••••••• I•• independent RIA | $252M | +37% | 3 | $84.1M | 99% | 77% | 38 | 1 | |
| D• • C• A•••••••• L•• independent RIA | $252M | +9.1% | 10 | $25.2M | 84% | 74% | 32 | 2 | |
| P••••••••• W••••• A•••••••• L•• independent RIA | $252M | 2 | $126M | 91% | 87% | 75 | 1 | ||
| F•••••• I••••••••• S••••••••• L•• independent RIA | $252M | +26% | 4 | $63.0M | 99% | 60% | 105 | 1 | |
| M••••• W••••• M••••••••• G•••• independent RIA | $252M | +17% | 3 | $84.0M | 98% | 62% | 122 | 1 | |
| R••••••• F•••••••• S••••••••• independent RIA | $252M | -1.1% | 6 | $41.9M | 95% | 70% | 85 | 9 | |
| R••••••••• W••••• M••••••••• L•• independent RIA | $251M | +19% | 3 | $83.8M | 100% | 84% | 56 | 2 | |
| T••••••• W••••• A•••••••• L•• independent RIA | $251M | +18% | 4 | $62.8M | 99% | 87% | 35 | 1 | |
| W••••••• W••••• S••••••••• I••• independent RIA | $251M | +24% | 2 | $126M | 81% | 56% | 197 | 1 | |
| C••••• C•••••• P••••••• L•• independent RIA | $251M | +22% | 4 | $62.8M | 91% | 83% | 45 | 1 | |
| M•••••• W••••• M••••••••• L•• independent RIA | $251M | +22% | 2 | $126M | 90% | 64% | 143 | 1 | |
| T••• W••••• • T•• A••••••• independent RIA | $251M | +26% | 6 | $41.8M | 100% | 56% | 61 | 2 | |
| W••••• W••••• independent RIA | $251M | +21% | 2 | $126M | 86% | 67% | 194 | 1 | |
| M• P•••••• P••••••• independent RIA | $251M | +2.6% | 2 | $126M | 100% | 74% | 126 | 1 | |
| S•••• W••••• independent RIA | $251M | +25% | 1 | $251M | 82% | 73% | 194 | 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.