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 |
|---|---|---|---|---|---|---|---|---|---|
| KENSINGTON FINANCIAL GROUP, INC. independent RIA | $170M | +16% | 2 | $84.8M | 100% | 54% | 382 | 1 | |
| AVISE FINANCIAL independent RIA | $169M | +35% | 7 | $24.2M | 100% | 72% | 24 | 7 | |
| CEDAR SPRING ADVISORS, LLC independent RIA | $169M | +22% | 4 | $42.4M | 100% | 60% | 71 | 3 | |
| P•••••• H•••••• I••••••••• M••••••••• • C•••••• L••• independent RIA | $169M | -2.5% | 1 | $169M | 93% | 80% | 135 | 1 | |
| P•••••••• F•••••••• independent RIA | $169M | +26% | 3 | $56.4M | 89% | 52% | 70 | 1 | |
| M••••••• • C••• F•••••••• P••••••• independent RIA | $169M | +20% | 2 | $84.5M | 99% | 76% | 84 | 1 | |
| G•••••• F•••••••• A•••••••• I••• independent RIA | $169M | +16% | 2 | $84.5M | 100% | 85% | 49 | 1 | |
| R••••• C•••••• S••••••••• independent RIA | $169M | 6 | $28.1M | 95% | 57% | 55 | 4 | ||
| T••• C•••••• independent RIA | $169M | +38% | 1 | $169M | 100% | 71% | 156 | 1 | |
| M•••••• J• P•••• • C•• F•••••••• A•••••••• I••• independent RIA | $169M | +24% | 2 | $84.3M | 97% | 60% | 105 | 1 | |
| M•••• G•••• F•••••••• A•••••••• I•• independent RIA | $169M | +11% | 3 | $56.2M | 100% | 72% | 59 | 5 | |
| F• F•••••••• P•••••••• L••••• independent RIA | $169M | +25% | 4 | $42.2M | 100% | 84% | 31 | 5 | |
| L•••••••• P••••••• independent RIA | $168M | +42% | 3 | $56.2M | 97% | 90% | 37 | 2 | |
| S••••••••• C•••••• independent RIA | $168M | +19% | 4 | $42.1M | 98% | 61% | 96 | 1 | |
| T•• G•••• I••••••••• A•••••••• L•• independent RIA | $168M | +15% | 2 | $84.2M | 66% | 57% | 93 | 1 | |
| B••• C•••••• independent RIA | $168M | +0.0% | 2 | $84.2M | 100% | 76% | 141 | 1 | |
| W•••••• I••••••••• L•• independent RIA | $168M | 3 | $56.1M | 97% | 61% | 99 | 1 | ||
| S••••• F•••••••• G••••• L•• independent RIA | $168M | +22% | 2 | $84.1M | 100% | 88% | 52 | 1 | |
| V••••• C•••••• P••••••• independent RIA | $168M | +15% | 2 | $84.1M | 95% | 81% | 70 | 1 | |
| A••••• A•• M••• W••••• M••••••••• independent RIA | $168M | +31% | 4 | $42.1M | 100% | 79% | 33 | 2 | |
| N••••••• W••••• M••••••••• independent RIA | $168M | +29% | 6 | $28.0M | 90% | 62% | 44 | 1 | |
| D•••••• F•••••••• G••••• I••• independent RIA | $168M | +33% | 5 | $33.6M | 100% | 57% | 82 | 1 | |
| L••••••• C•••••• M••••••••• L•• independent RIA | $168M | 1 | $168M | 100% | 67% | 409 | 1 | ||
| H•••••• I••••••••• C••••••• L•• independent RIA | $168M | +11% | 4 | $42.0M | 100% | 89% | 25 | 4 | |
| F•••••••• Z•• independent RIA | $168M | 2 | $83.8M | 100% | 74% | 54 | 1 | ||
| I••••••••• W••••• M••••••••• independent RIA | $168M | 3 | $55.9M | 99% | 82% | 24 | 8 | ||
| 9•• A••••••• S••••••• L•• independent RIA | $168M | +29% | 3 | $55.8M | 90% | 73% | 63 | 1 | |
| H•••• • A••••••• W••••• A••••••• L•• independent RIA | $167M | +15% | 2 | $83.6M | 100% | 88% | 50 | 1 | |
| R•••••• • A••••••••• W••••• M••••••••• independent RIA | $167M | +16% | 3 | $55.7M | 99% | 66% | 55 | 2 | |
| T•• M•••••• G••••• I••• independent RIA | $167M | +8.3% | 2 | $83.6M | 100% | 81% | 87 | 1 | |
| A••••• C•••••• M••••••••• L•• independent RIA | $167M | +16% | 2 | $83.6M | 100% | 75% | 48 | 1 | |
| T•• I••••••••• A•••••••• L•• independent RIA | $167M | -85% | 6 | $27.9M | 93% | 65% | 40 | 3 | |
| S••••••••• A••••••••• L•• independent RIA | $167M | -15% | 3 | $55.7M | 98% | 79% | 39 | 3 | |
| P••••••• P•••••• W••••• M••••••••• independent RIA | $167M | +1.3% | 2 | $83.5M | 86% | 58% | 95 | 3 | |
| B•••• F•••••••• S•••••••• I••• independent RIA | $167M | +19% | 4 | $41.8M | 97% | 80% | 57 | 1 | |
| G•••••••• I••••••••• A•••••••• L•• independent RIA | $167M | +10% | 5 | $33.4M | 92% | 70% | 30 | 1 | |
| S•• F•••••••• A•••••••• L••• independent RIA | $167M | +11% | 5 | $33.4M | 100% | 79% | 32 | 1 | |
| C••••••••• F•••••••• M••••••••• L•• independent RIA | $167M | +24% | 4 | $41.7M | 99% | 85% | 25 | 3 | |
| A•••••••• C••••••• L•• independent RIA | $167M | +3.2% | 2 | $83.5M | 93% | 81% | 74 | 1 | |
| M•••••••• C•••••• M••••••••• independent RIA | $167M | 2 | $83.3M | 86% | 55% | 72 | 1 | ||
| G•••• L•••• W•••••• L•• independent RIA | $166M | +16% | 1 | $166M | 97% | 56% | 248 | 1 | |
| A•• F•••••••• S••••••• independent RIA | $166M | -27% | 3 | $55.4M | 98% | 72% | 53 | 1 | |
| R••••••••• R••••••••• L•• independent RIA | $166M | +16% | 4 | $41.5M | 100% | 51% | 98 | 1 | |
| S••••• R••••••••• S•••••••• independent RIA | $166M | 6 | $27.7M | 94% | 50% | 65 | 2 | ||
| W• • S• M••••••••• S•••••••• I••• independent RIA | $166M | +24% | 3 | $55.3M | 100% | 57% | 162 | 2 | |
| S•••••• R••••••••• L••• L•• independent RIA | $166M | +14% | 2 | $83.0M | 69% | 86% | 39 | 1 | |
| L•••• C•••••• G•••• independent RIA | $166M | 3 | $55.3M | 97% | 70% | 96 | 1 | ||
| M••••• T•••• A••••••• G•••• independent RIA | $166M | +30% | 2 | $82.9M | 100% | 61% | 88 | 1 | |
| V••••••••• W••••• M••••••••• L•• independent RIA | $166M | +23% | 2 | $82.9M | 70% | 90% | 45 | 1 | 4 |
| W••••• F•••••••• P••••••• independent RIA | $166M | +4.4% | 2 | $82.8M | 100% | 84% | 93 | 1 | |
| M••• B•••• W••••• A••••••• independent RIA | $166M | +0.9% | 1 | $166M | 100% | 71% | 152 | 1 | |
| C••••• P•••••• W••••• independent RIA | $166M | +21% | 3 | $55.2M | 100% | 60% | 61 | 1 | |
| C•••••• C••••••• L•• independent RIA | $165M | 4 | $41.4M | 92% | 90% | 22 | 5 | ||
| K•••• C•••••• A•••• M••••••••• independent RIA | $165M | +18% | 2 | $82.7M | 100% | 75% | 70 | 3 | |
| P••• C•••••• M••••••••• L•• independent RIA | $165M | +11% | 4 | $41.3M | 93% | 83% | 26 | 1 | |
| E••••••••• W••••• L•• independent RIA | $165M | +26% | 8 | $20.6M | 100% | 79% | 21 | 5 | |
| E•••••••• A••••• independent RIA | $165M | +9.2% | 1 | $165M | 93% | 79% | 124 | 1 | |
| M•••••••• W••••• M••••••••• L•• independent RIA | $165M | 2 | $82.5M | 100% | 63% | 81 | 1 | ||
| R•••••••• C•••••• A•••••••• I••• independent RIA | $165M | +19% | 1 | $165M | 100% | 82% | 54 | 1 | |
| O••• C••••••• L•• independent RIA | $165M | +17% | 1 | $165M | 100% | 88% | 135 | 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.