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 |
|---|---|---|---|---|---|---|---|---|---|
| DAVINCI FINANCIAL DESIGNS independent RIA | $223M | +12% | 5 | $44.6M | 99% | 60% | 70 | 1 | |
| ALDEBARAN FINANCIAL INC independent RIA | $223M | +12% | 3 | $74.3M | 91% | 68% | 117 | 1 | |
| SHARPEPOINT, LLC independent RIA | $223M | +48% | 3 | $74.3M | 95% | 59% | 160 | 2 | 1 |
| C••••••• W••••• L•• independent RIA | $223M | 2 | $111M | 70% | 62% | 68 | 1 | ||
| M••••••••• P•••••• I••••••••• A••••••• L•• independent RIA | $223M | +12% | 2 | $111M | 99% | 80% | 127 | 1 | |
| C•••••• P••••••••• P•••••••• I••• independent RIA | $222M | +14% | 2 | $111M | 100% | 66% | 209 | 2 | |
| F••• P••• C••••••• L•• independent RIA | $222M | +29% | 2 | $111M | 100% | 75% | 60 | 2 | |
| Q• C•••••• S•••••••• independent RIA | $222M | -13% | 1 | $222M | 96% | 80% | 225 | 2 | |
| C•••••• C•••••• L•• independent RIA | $222M | +67% | 100% | 62% | 1 | ||||
| M•••••• C•••••• A•••••••• L•• independent RIA | $222M | +10% | 3 | $74.0M | 97% | 85% | 52 | 1 | |
| P•••••• J•••• F•••••••• C•• independent RIA | $222M | +13% | 2 | $111M | 100% | 89% | 57 | 1 | |
| R••• M••••••• C••••••• L•• independent RIA | $222M | +20% | 1 | $222M | 99% | 57% | 426 | 1 | |
| M••••• W••••• M••••••••• independent RIA | $222M | +28% | 100% | 61% | 1 | ||||
| B••••••• W••••• M••••••••• G••••• L•• independent RIA | $222M | +13% | 1 | $222M | 97% | 74% | 357 | 1 | |
| S••••••• A••••••• independent RIA | $222M | +23% | 3 | $74.0M | 79% | 65% | 53 | 5 | |
| V•• I• I••••••••• L•• independent RIA | $222M | +16% | 4 | $55.5M | 100% | 58% | 133 | 1 | |
| A••••• D•• A•••• M••••••••• independent RIA | $222M | +88% | 1 | $222M | 96% | 89% | 134 | 2 | |
| P•••••• P••• F••••••••• I••• independent RIA | $222M | +5.8% | 1 | $222M | 99% | 76% | 209 | 1 | |
| H•••• I••••••••• M••••••••• S•••••••• L•• independent RIA | $222M | +17% | 4 | $55.4M | 95% | 81% | 43 | 1 | |
| D••••• L•• independent RIA | $222M | +25% | 3 | $73.9M | 95% | 55% | 113 | 3 | |
| A•••••• F••••• W•••••• I••• independent RIA | $222M | +14% | 3 | $73.9M | 100% | 79% | 74 | 1 | |
| H•••••• G••••• A••••••• independent RIA | $221M | +14% | 1 | $221M | 90% | 86% | 144 | 1 | |
| W••••• I•••• A••••••• independent RIA | $221M | +8.7% | 1 | $221M | 91% | 79% | 184 | 2 | |
| D•• W••••• M••••••••• L•• independent RIA | $221M | +23% | 3 | $73.7M | 90% | 88% | 57 | 1 | |
| P••• W••••• A•••••••• I••• independent RIA | $221M | +13% | 3 | $73.7M | 100% | 64% | 86 | 4 | |
| E••••••••• I••••••••• M••••••••• L•• independent RIA | $221M | -0.8% | 5 | $44.2M | 100% | 64% | 33 | 6 | |
| M•••••••• W••••• M••••••••• L•• independent RIA | $221M | +17% | 2 | $110M | 100% | 87% | 77 | 1 | |
| G•••• G•••• W••••• M••••••••• L•• independent RIA | $221M | +16% | 3 | $73.5M | 100% | 85% | 100 | 2 | |
| H•••••••• F•••••••• M••••••••• L•• independent RIA | $220M | +15% | 2 | $110M | 98% | 80% | 90 | 1 | |
| B••• P•••••• W•••••• L•• independent RIA | $220M | +26% | 3 | $73.5M | 100% | 87% | 46 | 1 | |
| C•••• A•••••••• L•• independent RIA | $220M | 16 | $13.8M | 82% | 53% | 23 | 9 | ||
| R••••• P•••••• L•• independent RIA | $220M | +38% | 1 | $220M | 89% | 90% | 144 | 1 | |
| V•••••• W••••• M••••••••• independent RIA | $220M | 2 | $110M | 100% | 71% | 111 | 1 | ||
| R•• F••••••••• L•• independent RIA | $220M | -6.3% | 2 | $110M | 96% | 82% | 67 | 3 | |
| E•••••••• W••••• P••••••• L•• independent RIA | $220M | +15% | 3 | $73.2M | 97% | 87% | 34 | 3 | |
| W••••••••• L•• independent RIA | $220M | +27% | 1 | $220M | 96% | 84% | 171 | 1 | |
| C••••• L••• F••••••••• L•• independent RIA | $220M | +16% | 5 | $43.9M | 99% | 83% | 27 | 2 | |
| S••••• C••••••• I••• independent RIA | $219M | +12% | 2 | $110M | 87% | 78% | 118 | 3 | |
| S•••••• G••••• • C•• L•• independent RIA | $219M | -2.7% | 2 | $110M | 83% | 90% | 59 | 1 | |
| R••••• S•••••• C•••••• M••••••••• L•• independent RIA | $219M | +13% | 3 | $73.0M | 91% | 63% | 58 | 1 | |
| F••••••• W••••• M••••••••• I••• independent RIA | $219M | +22% | 2 | $110M | 94% | 88% | 88 | 2 | |
| V•••••• A•• C•••••• S••••••••• I••• independent RIA | $219M | -22% | 2 | $109M | 100% | 82% | 95 | 1 | |
| E••••••• P••••••• independent RIA | $219M | +94% | 5 | $43.7M | 98% | 81% | 45 | 1 | |
| S•••••••• P••••••• G••••• I••• independent RIA | $219M | +9.9% | 2 | $109M | 100% | 72% | 133 | 1 | |
| A•••• F•••••••• A•••••••• L•• independent RIA | $218M | +13% | 5 | $43.7M | 100% | 84% | 31 | 1 | |
| S•••••••• A•••• M••••••••• L••• independent RIA | $218M | +75% | 11 | $19.8M | 99% | 61% | 21 | 5 | |
| I••••••••• W••••••••• L•• independent RIA | $218M | +51% | 3 | $72.7M | 85% | 82% | 45 | 3 | |
| M••••• F•••• M••••••••• independent RIA | $218M | +5.7% | 3 | $72.6M | 100% | 61% | 56 | 1 | |
| D••••• A•••• M••••••••• independent RIA | $218M | +10% | 2 | $109M | 100% | 88% | 79 | 1 | |
| C••••• W••••• G•••• independent RIA | $218M | 6 | $36.3M | 98% | 74% | 92 | 2 | ||
| A••••••• W••••• L•• independent RIA | $218M | +30% | 2 | $109M | 93% | 64% | 154 | 1 | |
| C••••••• C•••••• M••••••••• independent RIA | $217M | +12% | 4 | $54.4M | 100% | 63% | 97 | 2 | |
| P••••••• W••••• M••••••••• independent RIA | $217M | +24% | 3 | $72.5M | 100% | 57% | 126 | 1 | |
| A••••••• P•••••••• S••••••••• independent RIA | $217M | +37% | 9 | $24.2M | 63% | 62% | 34 | 2 | |
| W••••••••• A•••• M••••••••• L•• independent RIA | $217M | +19% | 5 | $43.5M | 95% | 72% | 49 | 3 | |
| C••••••• C•••••• M••••••••• independent RIA | $217M | +18% | 1 | $217M | 95% | 90% | 214 | 1 | |
| S••••••• C•••••• M••••••••• L•• independent RIA | $217M | +18% | 1 | $217M | 100% | 82% | 116 | 1 | |
| G••••• C••••••• L•• independent RIA | $217M | +9.1% | 4 | $54.3M | 94% | 82% | 65 | 1 | |
| N•• H•••••• F•••••••• S••••••••• L•• independent RIA | $217M | +18% | 3 | $72.4M | 100% | 70% | 87 | 1 | |
| P•••••• I••••••••• A•••••••• L•• independent RIA | $217M | +22% | 2 | $109M | 81% | 77% | 69 | 2 |
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.