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 |
|---|---|---|---|---|---|---|---|---|---|
| PORTLAND PRIVATE WEALTH MANAGEMENT, INC. independent RIA | $235M | +6.0% | 3 | $78.5M | 99% | 54% | 146 | 3 | |
| CREW CAPITAL MANAGEMENT, LTD. independent RIA | $235M | +8.8% | 7 | $33.6M | 100% | 88% | 29 | 2 | |
| R.I.T. WEALTH ADVISORS independent RIA | $235M | 2 | $118M | 100% | 71% | 131 | 1 | ||
| W••• independent RIA | $235M | +44% | 2 | $118M | 100% | 73% | 65 | 1 | |
| B•• S•••• W••••• M••••••••• independent RIA | $235M | +17% | 5 | $47.0M | 97% | 73% | 169 | 2 | |
| H•••••• W••••• A••••••• independent RIA | $235M | +8.3% | 6 | $39.2M | 98% | 66% | 95 | 3 | |
| K••••••• W••••• M••••••••• I••• independent RIA | $235M | +20% | 2 | $117M | 99% | 81% | 108 | 2 | |
| N•••••••• C•••••• M••••••••• independent RIA | $235M | +20% | 3 | $78.3M | 99% | 57% | 94 | 2 | |
| A••••• W••••• A••••••• independent RIA | $235M | 4 | $58.7M | 98% | 76% | 65 | 1 | ||
| P••••••••• W••••• M••••••••• independent RIA | $235M | +22% | 2 | $117M | 100% | 89% | 70 | 1 | |
| S••••••••• A••••••• A••••••• L•• independent RIA | $235M | +13% | 9 | $26.1M | 98% | 64% | 62 | 7 | |
| T•••• I••••••••• M••••••••• L•• independent RIA | $235M | +14% | 1 | $235M | 96% | 88% | 151 | 1 | |
| W••••••••• F•••••••• independent RIA | $235M | +27% | 3 | $78.3M | 100% | 79% | 51 | 1 | |
| P••• T• P•••••• W••••• M••••••••• independent RIA | $234M | +57% | 2 | $117M | 86% | 62% | 195 | 1 | |
| E••••••••• F•••••••• P••••••• independent RIA | $234M | +44% | 2 | $117M | 94% | 56% | 329 | 1 | |
| R••••••••• F••••••••• I••• independent RIA | $234M | -11% | 6 | $39.0M | 80% | 58% | 55 | 2 | |
| B••••••• A•••• M••••••••• L•• independent RIA | $234M | +14% | 2 | $117M | 100% | 89% | 63 | 1 | |
| L••••• P••••••• A•••••••• L•• independent RIA | $234M | +22% | 5 | $46.8M | 100% | 76% | 53 | 1 | |
| B•••••• F••••••••• L•• independent RIA | $234M | +18% | 4 | $58.5M | 84% | 65% | 65 | 1 | |
| D•••• F•••••••• A•••••••• I•• independent RIA | $234M | +12% | 5 | $46.8M | 100% | 77% | 49 | 1 | |
| D•••••• F••••••••• L•• independent RIA | $234M | +53% | 4 | $58.5M | 69% | 75% | 48 | 2 | |
| H••••• A••••••• L•• independent RIA | $234M | -24% | 5 | $46.8M | 92% | 74% | 52 | 2 | 1 |
| A•••• W••••• P••••••• L•• independent RIA | $234M | +5.2% | 3 | $77.9M | 91% | 72% | 99 | 3 | |
| F••••••• S••••• A•••• M••••••••• independent RIA | $234M | +13% | 3 | $77.9M | 98% | 59% | 131 | 4 | |
| T•• A••••• G•••• A•••••••• L•• independent RIA | $234M | +5.4% | 4 | $58.4M | 99% | 88% | 39 | 1 | |
| M•• W••••• M••••••••• L•• independent RIA | $234M | -1.2% | 3 | $77.9M | 54% | 88% | 45 | 2 | |
| C••••••• F•••••••• N• C••••••••• independent RIA | $233M | +26% | 2 | $117M | 88% | 59% | 527 | 1 | |
| F••••• 8• I••••••••• S••••••••• L•• independent RIA | $233M | +17% | 4 | $58.3M | 93% | 73% | 41 | 2 | |
| W••••• F•••••••• A••••••• I•• independent RIA | $233M | +8.0% | 3 | $77.8M | 86% | 77% | 59 | 1 | |
| A••••••• W•••••• L•• independent RIA | $233M | +20% | 6 | $38.9M | 99% | 83% | 28 | 3 | |
| I••••••• W••••• M••••••••• I••• independent RIA | $233M | +9.5% | 3 | $77.7M | 99% | 63% | 92 | 1 | |
| H•••• I••••••••• W••••• independent RIA | $233M | +35% | 3 | $77.7M | 100% | 80% | 75 | 1 | |
| A••••• W••••• M••••••••• G•••• L•• independent RIA | $233M | +19% | 1 | $233M | 99% | 80% | 208 | 1 | |
| S••••• F•••••••• A•••••••• I••• independent RIA | $233M | +8.9% | 5 | $46.6M | 99% | 90% | 28 | 2 | |
| F•••••• F•••••••• L•• independent RIA | $233M | 10 | $23.3M | 100% | 81% | 18 | 11 | ||
| B•••••• P•••••• W•••••• L•• independent RIA | $232M | +13% | 1 | $232M | 97% | 90% | 117 | 1 | |
| M••••••••• C•••••• A•••••••• L•• independent RIA | $232M | +13% | 2 | $116M | 92% | 77% | 100 | 1 | |
| E••• W••••• M••••••••• independent RIA | $232M | +20% | 4 | $58.0M | 99% | 51% | 84 | 2 | |
| S•••••• R••• M••••••••• L•• independent RIA | $232M | +12% | 4 | $58.0M | 72% | 88% | 33 | 1 | |
| P••••••• C•••••• M••••••••• L•• independent RIA | $232M | +16% | 3 | $77.3M | 99% | 59% | 155 | 1 | |
| H•••••• W•••• P•••••• W•••••• L•• independent RIA | $232M | +37% | 2 | $116M | 89% | 82% | 108 | 1 | |
| Y•••••• W••••• M••••••••• L•• independent RIA | $232M | +21% | 3 | $77.2M | 100% | 85% | 56 | 3 | |
| T••••• C•••••• A•••••••• L•• independent RIA | $231M | +38% | 4 | $57.9M | 91% | 74% | 61 | 1 | |
| F•••••••• C••••••• U••••••••• I••• independent RIA | $231M | +22% | 1 | $231M | 99% | 84% | 191 | 1 | |
| A••••• H••• I••••••••• A•••••••• I••• independent RIA | $231M | +4.1% | 4 | $57.8M | 92% | 73% | 60 | 2 | |
| T•••••• F•••••••• L•• independent RIA | $231M | 3 | $77.0M | 94% | 84% | 55 | 1 | ||
| S••••• I••••••••• C•••••• L•• independent RIA | $231M | 84% | 87% | 1 | |||||
| D••••• A•••• M••••••••• L•• independent RIA | $231M | +18% | 8 | $28.9M | 84% | 61% | 65 | 1 | |
| C••••••• F•••••••• R•••••••• independent RIA | $231M | +9.4% | 2 | $115M | 98% | 75% | 116 | 2 | |
| A••• G••••• A•••••••• L•• independent RIA | $231M | +60% | 6 | $38.5M | 85% | 73% | 67 | 3 | |
| A•••••• F••••••••• L•• independent RIA | $231M | -14% | 4 | $57.7M | 98% | 66% | 400 | 1 | |
| F••••• A•••• M••••••••• L•• independent RIA | $231M | +16% | 3 | $76.9M | 95% | 90% | 35 | 1 | |
| R•••••• I••••••••• G••••• I•• independent RIA | $230M | +31% | 4 | $57.6M | 88% | 80% | 188 | 2 | |
| S• C•••••• independent RIA | $230M | +12% | 4 | $57.6M | 100% | 85% | 57 | 1 | 1 |
| A•••• A•••• M••••••••• L•• independent RIA | $230M | +12% | 2 | $115M | 71% | 68% | 199 | 3 | |
| W•••••••• F•••••••• A•••••••• I••• independent RIA | $230M | +23% | 3 | $76.7M | 88% | 80% | 128 | 1 | |
| S•••••• C•••••• independent RIA | $230M | +63% | 4 | $57.5M | 91% | 90% | 38 | 1 | |
| C•••••• I••••••••• A••••••• C••••••• I••• independent RIA | $230M | +21% | 5 | $46.0M | 96% | 64% | 220 | 3 | |
| G•••••••• F•••••••• G•••• L•• independent RIA | $230M | 5 | $46.0M | 94% | 62% | 124 | 1 | ||
| P••••••• W••••• A•••••••• L•• independent RIA | $230M | +17% | 6 | $38.3M | 97% | 78% | 71 | 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.