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 |
|---|---|---|---|---|---|---|---|---|---|
| BARRON FINANCIAL GROUP, LLP independent RIA | $199M | +18% | 3 | $66.4M | 100% | 75% | 64 | 2 | |
| NESTLERODE & LOY, INC. independent RIA | $199M | +19% | 1 | $199M | 92% | 62% | 262 | 1 | |
| THE BEDMINSTER GROUP independent RIA | $199M | +9.5% | 2 | $99.5M | 99% | 68% | 95 | 2 | |
| M•• • A••••••••• F•••••••• A••••••• G••••• I••• independent RIA | $199M | +21% | 1 | $199M | 93% | 70% | 306 | 2 | |
| E••••••• F•••••••• G••••• L•• independent RIA | $199M | +18% | 3 | $66.3M | 98% | 83% | 87 | 1 | |
| P••••••• W••••••••• L•• independent RIA | $198M | -4.2% | 2 | $99.2M | 100% | 87% | 93 | 1 | |
| C••••••••• A••••••• independent RIA | $198M | +16% | 2 | $99.2M | 100% | 86% | 96 | 1 | |
| P•• W••••• M••••••••• independent RIA | $198M | +20% | 4 | $49.6M | 100% | 73% | 111 | 2 | |
| W•••• F•••••••• P•••••••• L•• independent RIA | $198M | +36% | 3 | $66.0M | 100% | 72% | 52 | 1 | |
| C••••••• G••••••• F••••••••• L•• independent RIA | $198M | +20% | 1 | $198M | 98% | 70% | 239 | 1 | |
| E•••••• A•••• M••••••••• L•• independent RIA | $198M | +16% | 5 | $39.6M | 91% | 71% | 31 | 1 | |
| D• • P• I••••••••• A•••••••• L••• independent RIA | $198M | +14% | 1 | $198M | 96% | 74% | 228 | 2 | |
| A••••••• W••••• A••••••• independent RIA | $198M | +14% | 3 | $65.9M | 100% | 84% | 46 | 1 | |
| I•••• F•••••••• S•••••••• I••• independent RIA | $197M | +16% | 3 | $65.8M | 97% | 72% | 78 | 4 | |
| C••••• B•••• F•••••••• G••••• L•• independent RIA | $197M | +4.4% | 3 | $65.8M | 55% | 80% | 39 | 1 | |
| R•••• E•••••••• I••• independent RIA | $197M | +32% | 2 | $98.7M | 100% | 67% | 71 | 2 | |
| A•• I••••••••• M••••••••• G•••• independent RIA | $197M | +15% | 2 | $98.6M | 100% | 57% | 279 | 2 | |
| S••••••••• W••••• M••••••••• independent RIA | $197M | +15% | 4 | $49.3M | 96% | 54% | 73 | 1 | |
| B•••••• W••••• L•• independent RIA | $197M | -30% | 3 | $65.6M | 100% | 76% | 68 | 1 | |
| T•• B••••• F•••••••• G••••• I••• independent RIA | $197M | +18% | 3 | $65.5M | 100% | 74% | 70 | 1 | |
| C•••••••• P•••••••• I••• independent RIA | $197M | +13% | 2 | $98.3M | 100% | 71% | 93 | 1 | |
| K•••••• L••••• A••••••• independent RIA | $197M | 3 | $65.5M | 100% | 67% | 74 | 1 | ||
| A•••• F•••••••• A••••••• independent RIA | $196M | +24% | 2 | $98.2M | 100% | 90% | 83 | 3 | |
| F••••••••• F••••••••• L•• independent RIA | $196M | +13% | 4 | $49.1M | 97% | 77% | 48 | 1 | |
| G•••• C•••••• I••••••••• G••••• L•• independent RIA | $196M | +50% | 3 | $65.4M | 95% | 86% | 76 | 1 | |
| A•••••• W••••• M••••••••• L•• independent RIA | $196M | +30% | 3 | $65.4M | 100% | 90% | 34 | 2 | |
| R•••• F•••••••• A••••••••• I••• independent RIA | $196M | +25% | 5 | $39.2M | 100% | 90% | 34 | 1 | |
| S•••• P••••••• W••••• M••••••••• L•• independent RIA | $196M | +12% | 2 | $98.1M | 93% | 88% | 59 | 3 | |
| B••••••••• W••••• M••••••••• L••••• independent RIA | $196M | 2 | $98.1M | 72% | 80% | 93 | 1 | ||
| H••••• F•••••••• A••••••• S••••••• I•• independent RIA | $196M | +7.6% | 1 | $196M | 100% | 83% | 42 | 1 | |
| T•••••• B•••• independent RIA | $196M | +13% | 1 | $196M | 97% | 90% | 128 | 2 | |
| I••••••••• A•••••••• I••••••••• A••••••• independent RIA | $196M | +16% | 3 | $65.3M | 76% | 83% | 1,144 | 4 | 1 |
| J• C•••••• M••••••••• I••• independent RIA | $196M | +9.5% | 3 | $65.2M | 94% | 75% | 68 | 2 | |
| T••• W••••• M••••••••• independent RIA | $196M | +34% | 3 | $65.2M | 100% | 67% | 50 | 1 | |
| A•• A••••••• L•• independent RIA | $196M | +15% | 3 | $65.2M | 89% | 73% | 108 | 1 | |
| F••••• I••••••••• C••••••••• I••• independent RIA | $196M | +10% | 2 | $97.8M | 95% | 86% | 55 | 1 | |
| A•••• P•••••••• L•• independent RIA | $196M | +211% | 26 | $7.5M | 85% | 83% | 13 | 5 | |
| A••••••• C•••••••• W••••• M••••••••• L•• independent RIA | $195M | 5 | $39.1M | 91% | 78% | 90 | 5 | ||
| R•• W••••• M••••••••• independent RIA | $195M | +44% | 8 | $24.4M | 90% | 77% | 22 | 1 | |
| W••••••• W••••• M••••••••• independent RIA | $195M | +22% | 4 | $48.8M | 66% | 72% | 136 | 1 | |
| I••••••••• W••••• A•••••••• L•• independent RIA | $195M | +29% | 4 | $48.8M | 100% | 80% | 64 | 1 | |
| N•••••••• F•••••••• A•••••••• I••• independent RIA | $195M | +10% | 1 | $195M | 100% | 88% | 135 | 1 | |
| C••••••• R•••• F•••••••• G•••• independent RIA | $195M | +24% | 4 | $48.7M | 99% | 59% | 69 | 2 | |
| S••••••• P••••••••• L•• independent RIA | $195M | +16% | 2 | $97.3M | 100% | 89% | 87 | 1 | |
| A•••• F••••••••• I••• independent RIA | $195M | +22% | 12 | $16.2M | 100% | 54% | 24 | 2 | |
| T••••••• W••••• M••••••••• independent RIA | $194M | +19% | 2 | $97.0M | 99% | 75% | 90 | 1 | |
| T••••• F••••••••• I••• independent RIA | $194M | +17% | 3 | $64.7M | 85% | 75% | 55 | 1 | |
| C•••••• A•• P•••••••• L•• independent RIA | $194M | +17% | 3 | $64.6M | 99% | 66% | 172 | 1 | |
| I•••••••• W••••• P•••••••• L•• independent RIA | $194M | +13% | 2 | $96.9M | 99% | 68% | 116 | 1 | |
| T••••• I••••••••• L•• independent RIA | $194M | +12% | 3 | $64.6M | 100% | 57% | 57 | 1 | |
| D• M• B••••••• I••• independent RIA | $194M | +10.0% | 4 | $48.4M | 95% | 85% | 31 | 1 | |
| S••••• W••••• M••••••••• L•• independent RIA | $193M | +11% | 1 | $193M | 94% | 70% | 231 | 2 | |
| F••••• F•••••••• W••••• M••••••••• G••••• L•• independent RIA | $193M | +4.9% | 2 | $96.7M | 100% | 76% | 109 | 2 | |
| D•••••• W••••• A••••••• independent RIA | $193M | +16% | 4 | $48.3M | 100% | 63% | 79 | 1 | |
| B••••••• R••• I••••••••• A••••••• independent RIA | $193M | +24% | 6 | $32.2M | 100% | 70% | 35 | 2 | |
| J•••••• C•••••• A••••••• L•• independent RIA | $193M | +3.7% | 1 | $193M | 85% | 70% | 180 | 2 | |
| R••• A•••••••• I••• independent RIA | $193M | +7.2% | 2 | $96.6M | 100% | 80% | 90 | 2 | |
| H••••••• A••••••• G••••• L•• independent RIA | $193M | +25% | 1 | $193M | 100% | 66% | 296 | 1 | |
| W•••••• • H••••• L•• independent RIA | $193M | +18% | 3 | $64.4M | 97% | 82% | 57 | 1 | |
| E••• G••••••• F•••••••• S••••••• L•• independent RIA | $193M | +7.1% | 1 | $193M | 100% | 66% | 301 | 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.