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 |
|---|---|---|---|---|---|---|---|---|---|
| MOMENTUM WEALTH PLANNING independent RIA | $205M | +22% | 2 | $102M | 98% | 87% | 59 | 2 | |
| THE WILLIAM ALLAN CORPORATION independent RIA | $204M | +10% | 7 | $29.2M | 99% | 75% | 32 | 2 | |
| PORTUS WEALTH ADVISORS, LLC independent RIA | $204M | +26% | 3 | $68.0M | 98% | 88% | 45 | 2 | 1 |
| M••••••• W••••• A••••••• L•• independent RIA | $204M | +12% | 3 | $68.0M | 62% | 69% | 70 | 1 | |
| C••••••••• T•••• F•••••••• S••••••• independent RIA | $204M | 5 | $40.8M | 92% | 52% | 181 | 4 | ||
| G••••• C•••••• M••••••••• I••• independent RIA | $204M | +15% | 5 | $40.8M | 96% | 51% | 129 | 1 | |
| M•••• C•••••• M••••••••• independent RIA | $204M | +22% | 2 | $102M | 89% | 89% | 44 | 2 | |
| U• N•••• F••••••••• L•• independent RIA | $204M | +9.5% | 2 | $102M | 100% | 66% | 169 | 1 | |
| R•••••••• W••••• S••••••••• L•• independent RIA | $204M | +29% | 4 | $50.9M | 100% | 83% | 35 | 1 | |
| L••••••••• W••••• M••••••••• L•• independent RIA | $204M | +55% | 3 | $67.8M | 100% | 78% | 57 | 2 | |
| E•••••• S•••••• P•••••• W••••• independent RIA | $203M | +21% | 6 | $33.9M | 100% | 53% | 80 | 1 | |
| W• F•••••••• A•••••••• L•• independent RIA | $203M | +31% | 5 | $40.7M | 99% | 72% | 54 | 1 | |
| M•••••••• I••••••••• A•••••••• L•• independent RIA | $203M | -3.7% | 8 | $25.4M | 100% | 81% | 77 | 8 | |
| N•• H••••••• W••••• M••••••••• independent RIA | $203M | +8.6% | 6 | $33.9M | 82% | 54% | 38 | 1 | |
| B••• • C•••••• independent RIA | $203M | +6.2% | 2 | $102M | 97% | 81% | 74 | 1 | |
| I••••••••• W••••• M••••••••• L•• independent RIA | $203M | +16% | 3 | $67.7M | 100% | 77% | 59 | 1 | |
| S••••• R•••••••• I••• independent RIA | $203M | +3.2% | 1 | $203M | 94% | 88% | 107 | 1 | 1 |
| F•••••• F•••••••• L•• independent RIA | $203M | +15% | 3 | $67.6M | 100% | 68% | 76 | 1 | |
| C••••••• F•••••••• P•••••••• L•• independent RIA | $203M | +15% | 2 | $101M | 100% | 85% | 66 | 3 | |
| M••••••• W••••• • T•• A••••••• independent RIA | $202M | +32% | 3 | $67.3M | 100% | 66% | 91 | 1 | |
| B•• W••••• M••••••••• L•• independent RIA | $202M | 8 | $25.2M | 99% | 62% | 36 | 3 | ||
| B•••• F•••••••• independent RIA | $202M | +12% | 2 | $101M | 100% | 82% | 157 | 1 | |
| G•••• R•••• F•••••••• independent RIA | $202M | +25% | 3 | $67.3M | 100% | 85% | 45 | 1 | |
| D•••• W••••• M••••••••• L•• independent RIA | $202M | +15% | 2 | $101M | 100% | 71% | 95 | 1 | |
| M••••• A•••••••• L•• independent RIA | $202M | +22% | 2 | $101M | 99% | 81% | 117 | 1 | |
| K•••••••• I••••••••• A•••••••• I••• independent RIA | $202M | +10.0% | 1 | $202M | 99% | 88% | 173 | 1 | |
| K••••••• W••••• A•••••••• I••••••••• independent RIA | $201M | -5.8% | 3 | $67.1M | 100% | 79% | 22 | 4 | |
| P••••••• W••••• A••••••• L•• independent RIA | $201M | -57% | 8 | $25.2M | 98% | 76% | 35 | 3 | |
| P•••••• F•••••••• S••••••••• I•• independent RIA | $201M | +11% | 3 | $67.1M | 100% | 71% | 238 | 2 | |
| S•••••••• A••••••• S••••••• independent RIA | $201M | -5.0% | 8 | $25.1M | 92% | 60% | 32 | 3 | |
| R•••••• P•••••••• L•• independent RIA | $201M | +22% | 1 | $201M | 67% | 61% | 322 | 1 | 6 |
| S••••••• M•••• F••••••••• L•• independent RIA | $201M | +17% | 3 | $67.0M | 99% | 53% | 131 | 1 | |
| B••• C•••••• independent RIA | $201M | -3.8% | 4 | $50.2M | 100% | 52% | 111 | 3 | |
| F•••••• F•••••••• independent RIA | $201M | +17% | 3 | $66.9M | 100% | 63% | 78 | 1 | |
| R•• A••••••• independent RIA | $200M | +46% | 3 | $66.8M | 100% | 83% | 64 | 1 | |
| U••• P•••••• W•••••• L•• independent RIA | $200M | 3 | $66.8M | 100% | 75% | 63 | 1 | ||
| U•• A••••••• independent RIA | $200M | 4 | $50.1M | 100% | 76% | 43 | 1 | ||
| H•••••• I••••••••• A•••••••• L•• independent RIA | $200M | +23% | 1 | $200M | 99% | 87% | 122 | 1 | |
| T••••• I••••••••• P•••••••• L•• independent RIA | $200M | +14% | 3 | $66.7M | 96% | 67% | 64 | 3 | |
| C•••••• I••••••••• M••••••••• L•• independent RIA | $200M | +4.9% | 1 | $200M | 60% | 89% | 62 | 1 | |
| G•••••• W••••• A•••••••• L•• independent RIA | $200M | +14% | 6 | $33.3M | 97% | 67% | 39 | 2 | |
| A•••• M••••••••• G•••• independent RIA | $200M | +29% | 3 | $66.7M | 100% | 54% | 124 | 1 | |
| A•••• C•••••• M••••••••• L•• independent RIA | $200M | +3.9% | 2 | $100M | 100% | 83% | 55 | 2 | |
| N•••••• W••••• M••••••••• I••• independent RIA | $200M | +24% | 2 | $100M | 100% | 56% | 264 | 1 | |
| W• C••••••••• I••••••••• I••• independent RIA | $200M | +11% | 4 | $50.0M | 98% | 76% | 36 | 1 | |
| S••••••• B••• I••••••••• P••••••• independent RIA | $200M | +11% | 2 | $100.0M | 94% | 63% | 188 | 1 | |
| A•••• P•••••• A•••••••• L•• independent RIA | $200M | +13% | 5 | $40.0M | 97% | 87% | 25 | 1 | |
| F••••••• C•••••• M••••••••• I•• independent RIA | $200M | +11% | 3 | $66.6M | 100% | 82% | 58 | 1 | |
| P••••••• W•••• A•••••••• I••• independent RIA | $200M | +12% | 4 | $50.0M | 99% | 88% | 32 | 1 | |
| K•••••• F•••••••• G•••• independent RIA | $200M | +18% | 3 | $66.5M | 100% | 71% | 68 | 1 | |
| I• N••••••• L•• independent RIA | $200M | +8.7% | 4 | $49.9M | 96% | 69% | 65 | 4 | |
| C•••••• A•••• M••••••••• I••• independent RIA | $200M | +11% | 2 | $99.8M | 91% | 89% | 51 | 1 | |
| K• C•••••• M••••••••• L•• independent RIA | $200M | -52% | 10 | $20.0M | 91% | 71% | 42 | 2 | |
| C•• F•••••••• independent RIA | $199M | +11% | 3 | $66.5M | 98% | 82% | 63 | 2 | |
| G••••••• I••••••••• G••••• L•• independent RIA | $199M | +17% | 3 | $66.5M | 100% | 53% | 123 | 5 | |
| A••••••••• independent RIA | $199M | +2.0% | 3 | $66.5M | 100% | 79% | 56 | 8 | 1 |
| M••••• G••••• I••••••••• L••••• independent RIA | $199M | +14% | 2 | $99.7M | 84% | 88% | 45 | 1 | |
| T••••••••• F•••••••• A••••••• L•• independent RIA | $199M | +12% | 2 | $99.7M | 100% | 81% | 111 | 3 | |
| A•• F••••••••• L•• independent RIA | $199M | +9.5% | 2 | $99.6M | 100% | 50% | 99 | 6 | |
| R•• S••••• F••••••••• I••• independent RIA | $199M | 3 | $66.4M | 98% | 63% | 125 | 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.