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 |
|---|---|---|---|---|---|---|---|---|---|
| RAYBURN WEST FINANCIAL SERVICES independent RIA | $243M | +34% | 2 | $121M | 100% | 89% | 71 | 1 | |
| WAYPOINT WEALTH MANAGEMENT independent RIA | $242M | +16% | 1 | $242M | 99% | 75% | 204 | 1 | |
| POSITION WEALTH independent RIA | $242M | +17% | 3 | $80.7M | 100% | 85% | 72 | 3 | |
| N•• W••••• M••••••••• independent RIA | $242M | +25% | 4 | $60.5M | 100% | 85% | 39 | 1 | |
| S•••••• • Z••••• L•• independent RIA | $242M | +19% | 2 | $121M | 100% | 84% | 71 | 2 | |
| R••••••••• C••••••• L•• independent RIA | $242M | +35% | 2 | $121M | 93% | 90% | 92 | 1 | |
| R•••••• W••••• M••••••••• independent RIA | $242M | +9.4% | 3 | $80.6M | 100% | 77% | 46 | 4 | |
| 1••• I••••••••• A•••••••• I••• independent RIA | $242M | +23% | 4 | $60.4M | 98% | 54% | 60 | 1 | |
| T••• M•••••• W••••• M••••••••• independent RIA | $242M | +9.9% | 1 | $242M | 100% | 70% | 105 | 2 | |
| T••••••• C•••• F•••••••• P•••••••• I••• independent RIA | $241M | +17% | 5 | $48.3M | 96% | 80% | 47 | 1 | |
| T••• C•••••• M••••••••• L•• independent RIA | $241M | +4.3% | 2 | $121M | 98% | 81% | 112 | 3 | |
| C••••••• R•• independent RIA | $241M | +21% | 2 | $121M | 100% | 67% | 131 | 4 | |
| B••••••• W••••• A•••••••• L•• independent RIA | $241M | +26% | 6 | $40.2M | 100% | 59% | 85 | 5 | |
| C•• R••••••••• independent RIA | $241M | +33% | 3 | $80.3M | 100% | 60% | 180 | 1 | |
| C••••• W••••• M••••••••• G••••• L•• independent RIA | $241M | +23% | 3 | $80.3M | 100% | 80% | 63 | 1 | |
| B••••• independent RIA | $241M | +13% | 2 | $120M | 100% | 56% | 161 | 1 | |
| F••••• F•••••••• P•••••••• I••• independent RIA | $241M | +23% | 1 | $241M | 99% | 72% | 871 | 1 | |
| E••• • H•••• W••••• M••••••••• independent RIA | $240M | +1.4% | 3 | $80.2M | 93% | 81% | 76 | 1 | |
| L••••• W••••• M••••••••• L•• independent RIA | $240M | +22% | 3 | $80.1M | 67% | 82% | 54 | 1 | |
| J••••••• • A••••••••• F•••••••• A•••••••• L•• independent RIA | $240M | +15% | 5 | $48.0M | 99% | 62% | 136 | 1 | |
| L••• B••••••• I••••••••• C•••••• independent RIA | $240M | +25% | 3 | $80.0M | 92% | 54% | 111 | 2 | 1 |
| F•••••••• independent RIA | $240M | +0.0% | 30 | $8.0M | 100% | 59% | 19 | 5 | |
| T•••••• C••••• P•••••••• G•••• L•• independent RIA | $239M | +10% | 5 | $47.9M | 94% | 89% | 33 | 1 | |
| S•••••• W••••• P••••••• independent RIA | $239M | +20% | 3 | $79.8M | 100% | 61% | 64 | 3 | |
| R•••• R••••••••• P••••••• independent RIA | $239M | +44% | 1 | $239M | 100% | 75% | 262 | 3 | |
| S••• C••••••• L•• independent RIA | $239M | +15% | 3 | $79.7M | 94% | 63% | 179 | 1 | |
| T•••• I••••••••• A••••••• independent RIA | $239M | +15% | 4 | $59.7M | 94% | 78% | 41 | 1 | |
| I••••••••• M••••••••• • P••••••• L•• independent RIA | $239M | +16% | 4 | $59.7M | 98% | 85% | 126 | 2 | |
| I•••••••• P•••••••• S••••••• L•• independent RIA | $239M | +19% | 3 | $79.6M | 99% | 67% | 96 | 1 | |
| T•••• W••••• P••••••• A•• M••••••••• I••• independent RIA | $239M | +17% | 8 | $29.8M | 100% | 66% | 52 | 7 | |
| W••••••••• C•••••• independent RIA | $239M | +7.2% | 4 | $59.6M | 100% | 89% | 36 | 1 | |
| S•••• B•••• independent RIA | $238M | +20% | 6 | $39.7M | 73% | 69% | 42 | 3 | |
| G••••••••• W••••• M••••••••• independent RIA | $238M | +20% | 3 | $79.5M | 100% | 58% | 101 | 5 | |
| S•••••••• W••••• C•••••• independent RIA | $238M | +15% | 2 | $119M | 98% | 66% | 33 | 1 | |
| S••••• A••••••• L•• independent RIA | $238M | +11% | 2 | $119M | 100% | 53% | 339 | 1 | |
| A•••••••• C•••••• W••••• M••••••••• L•• independent RIA | $238M | +12% | 35 | $6.8M | 100% | 69% | 18 | 26 | |
| R••••• I••••••••• A••••••• S•••••••• L•• independent RIA | $238M | +16% | 4 | $59.5M | 96% | 67% | 123 | 1 | |
| K••••• I••••••••• independent RIA | $238M | +22% | 4 | $59.5M | 100% | 68% | 54 | 2 | |
| G••••• R••• A••••••• L•• independent RIA | $238M | +40% | 4 | $59.4M | 98% | 75% | 62 | 2 | |
| Q•••• 1• W••••• B•••••••• I••• independent RIA | $238M | +27% | 3 | $79.2M | 100% | 70% | 168 | 6 | |
| C••••••• W••••• A••••••• G••••• I••• independent RIA | $238M | +16% | 3 | $79.2M | 100% | 81% | 83 | 1 | |
| M••••••• T•• L•• independent RIA | $238M | +6.3% | 2 | $119M | 98% | 86% | 66 | 1 | 1 |
| E•••••• W••••• M••••••••• independent RIA | $237M | +29% | 1 | $237M | 100% | 62% | 91 | 1 | |
| L••••• F•••••••• P••••••• A•• W••••• M••••••••• independent RIA | $237M | +12% | 1 | $237M | 99% | 83% | 194 | 1 | |
| C•••••• F•••••••• G••••• I••• independent RIA | $237M | +16% | 3 | $79.1M | 94% | 66% | 78 | 5 | |
| A••••• W••••• P••••••• L•• independent RIA | $237M | 5 | $47.5M | 99% | 52% | 83 | 3 | ||
| E••••••• F••••••••• I•• independent RIA | $237M | +22% | 6 | $39.5M | 100% | 51% | 69 | 1 | |
| F••• V•••••••• I••••••••• M••••••••• L•• independent RIA | $237M | +28% | 4 | $59.3M | 99% | 79% | 48 | 1 | |
| M•••••• P••••••• G•••• independent RIA | $237M | +19% | 4 | $59.2M | 100% | 84% | 31 | 4 | |
| C•••••• W••••• M••••••••• L••••• independent RIA | $237M | +41% | 4 | $59.2M | 95% | 63% | 232 | 1 | |
| Y••• P•••••• C••••• G••••• I••• independent RIA | $237M | +3.5% | 2 | $118M | 96% | 83% | 113 | 1 | |
| N•••• W••••• S••••••••• I••• independent RIA | $237M | +17% | 3 | $78.9M | 99% | 52% | 62 | 1 | |
| F••••••• C•••••• A••••••• independent RIA | $237M | +15% | 4 | $59.1M | 96% | 85% | 35 | 1 | |
| S••••••••• G•••••• • U•••••••• W••••• M••••••••• L•• independent RIA | $236M | -13% | 5 | $47.3M | 97% | 62% | 124 | 4 | |
| C••••• W••••• P••••••• independent RIA | $236M | +9.7% | 1 | $236M | 85% | 88% | 111 | 1 | |
| L••••• F•••••••• G•••• L•• independent RIA | $236M | +13% | 6 | $39.4M | 93% | 75% | 40 | 3 | |
| I•••• A•••••• G•••• independent RIA | $236M | +8.4% | 3 | $78.7M | 96% | 56% | 112 | 1 | |
| A•••••••• W••••• M••••••••• independent RIA | $236M | +18% | 3 | $78.6M | 89% | 68% | 75 | 1 | |
| H••••••• F•••••••• C••••••••• L•• independent RIA | $236M | +17% | 5 | $47.2M | 100% | 87% | 29 | 2 | |
| B••••• W••••• S••••••••• independent RIA | $236M | +28% | 5 | $47.1M | 97% | 82% | 46 | 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.