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 |
|---|---|---|---|---|---|---|---|---|---|
| OREGON PACIFIC WEALTH MANAGEMENT independent RIA | $156M | -11% | 4 | $39.1M | 96% | 52% | 66 | 2 | |
| PEARL WEALTH LLC independent RIA | $156M | +4.8% | 1 | $156M | 99% | 85% | 105 | 1 | |
| PEAK WEALTH MANAGEMENT LLC independent RIA | $156M | +13% | 3 | $52.0M | 98% | 88% | 69 | 6 | |
| P••••••• W••••• M••••••••• independent RIA | $156M | 2 | $78.0M | 98% | 69% | 119 | 3 | ||
| I•••••••• W••••• G•••• independent RIA | $156M | +12% | 5 | $31.2M | 99% | 79% | 32 | 5 | |
| T••••• R••••••••• P•••••••• L•• independent RIA | $156M | +9.4% | 2 | $78.0M | 93% | 83% | 64 | 1 | |
| H••••••• • M•••••• independent RIA | $156M | +29% | 2 | $77.9M | 100% | 57% | 134 | 1 | |
| U•••• F•••••••• A••••••• independent RIA | $156M | +26% | 2 | $77.9M | 99% | 68% | 97 | 1 | |
| P••••••• F•••••••• S••••••••• L•• independent RIA | $156M | +14% | 2 | $77.8M | 100% | 80% | 66 | 1 | |
| L••• O•• W••••• A••••••• G••••• L•• independent RIA | $155M | +8.7% | 3 | $51.8M | 100% | 87% | 33 | 3 | |
| E•••• C•••••• M••••••••• I••• independent RIA | $155M | +20% | 4 | $38.8M | 100% | 76% | 45 | 3 | |
| B••••••••• C•••••• independent RIA | $155M | +10% | 3 | $51.8M | 100% | 79% | 35 | 1 | |
| R•• G••••• L•• independent RIA | $155M | +29% | 3 | $51.7M | 100% | 58% | 117 | 2 | |
| B••• C•••••• G••••• L•• independent RIA | $155M | 4 | $38.8M | 99% | 72% | 78 | 4 | ||
| B••••••••• I••••••••• G••••• L•• independent RIA | $155M | +13% | 6 | $25.9M | 99% | 64% | 52 | 6 | |
| R••••••• I••••••••• A•••••••• L•• independent RIA | $155M | +13% | 1 | $155M | 100% | 78% | 156 | 1 | |
| M•••••••• • T•••••••• I••• independent RIA | $155M | +6.4% | 2 | $77.5M | 100% | 81% | 63 | 1 | |
| I••••• F•••••••• L•• independent RIA | $155M | 2 | $77.5M | 100% | 77% | 87 | 1 | ||
| D••••••• I••••••••• I••• independent RIA | $155M | +18% | 2 | $77.5M | 100% | 75% | 68 | 1 | |
| B•••••••• W••••• M••••••••• L•• independent RIA | $155M | +26% | 1 | $155M | 88% | 83% | 74 | 1 | |
| L••• A••••• F•••••••• L•• independent RIA | $155M | +12% | 5 | $30.9M | 93% | 55% | 59 | 4 | |
| D••••••••• P••••••• S••••••••• A••••••• L•• independent RIA | $154M | 4 | $38.6M | 100% | 58% | 91 | 2 | ||
| J••• A•••••••• L••• independent RIA | $154M | 2 | $77.2M | 100% | 63% | 109 | 1 | ||
| N•••••• C•••••• M••••••••• L•• independent RIA | $154M | +6.8% | 4 | $38.5M | 94% | 84% | 108 | 1 | |
| T••• O•• W••••• M••••••••• independent RIA | $154M | +23% | 3 | $51.3M | 97% | 68% | 73 | 1 | |
| B••••••• W••••• M••••••••• L•• independent RIA | $154M | +13% | 3 | $51.3M | 92% | 81% | 37 | 2 | |
| F•••••• F•••••••• S••••••• independent RIA | $154M | 2 | $77.0M | 100% | 71% | 50 | 1 | ||
| A•••• independent RIA | $154M | +294% | 8 | $19.2M | 99% | 90% | 6 | 8 | 1 |
| S•• W••••• M••••••••• independent RIA | $154M | +22% | 4 | $38.4M | 100% | 61% | 79 | 1 | |
| W•••••••• W••••• M••••••••• independent RIA | $154M | +16% | 4 | $38.4M | 100% | 80% | 72 | 4 | |
| T••••• E••• W••••• A•••••••• L•• independent RIA | $154M | 2 | $76.8M | 100% | 88% | 30 | 3 | ||
| W••••••••• W••••• M••••••••• independent RIA | $154M | +20% | 3 | $51.2M | 100% | 54% | 112 | 1 | |
| P•••• I••••••••• C••••••• L•• independent RIA | $154M | +5.2% | 1 | $154M | 93% | 81% | 142 | 1 | |
| A•••• D•• A•••••••• R••• independent RIA | $154M | +17% | 2 | $76.8M | 93% | 67% | 161 | 2 | |
| G••••• C•••••• M••••••••• L•• independent RIA | $154M | +26% | 2 | $76.8M | 100% | 76% | 93 | 1 | |
| A••••••••• C•••••• M••••••••• L•• independent RIA | $154M | 2 | $76.8M | 95% | 88% | 86 | 1 | ||
| P•••••• W••••• M••••••••• independent RIA | $153M | -2.2% | 3 | $51.1M | 85% | 53% | 60 | 1 | 2 |
| H••••••• W••••• M••••••••• independent RIA | $153M | +30% | 2 | $76.6M | 99% | 75% | 108 | 3 | |
| A••••••• F•••••••• G•••• independent RIA | $153M | 3 | $51.0M | 98% | 85% | 44 | 1 | ||
| A••••••••• • B••• F•••••••• A••••••• independent RIA | $153M | 2 | $76.6M | 100% | 70% | 93 | 1 | ||
| M•••••••• W••••• M••••••••• G•••• independent RIA | $153M | 3 | $51.0M | 98% | 83% | 104 | 3 | ||
| S••••••••• W••••• M••••••••• S•••••••• independent RIA | $153M | +23% | 2 | $76.5M | 97% | 59% | 102 | 1 | |
| Q•••••• C•••••• I••••••••• I••• independent RIA | $153M | 2 | $76.5M | 100% | 62% | 95 | 1 | ||
| S••••••••• • A••••••••• A•••• M••••••••• L•• independent RIA | $153M | +8.9% | 1 | $153M | 100% | 61% | 200 | 3 | |
| E••• C•••• W••••• M••••••••• I••• independent RIA | $153M | +23% | 3 | $51.0M | 100% | 82% | 67 | 1 | |
| F•••••••• S•••••••• A••••••••• independent RIA | $153M | +12% | 1 | $153M | 100% | 75% | 174 | 1 | |
| W•••• W••••• M••••••••• A•• F•••••••• P••••••• L•• independent RIA | $153M | +6.2% | 1 | $153M | 100% | 87% | 121 | 1 | |
| B••• P•••• F••••••••• I••• independent RIA | $153M | 2 | $76.3M | 96% | 73% | 94 | 2 | ||
| G••••• F•••••••• M••••••••• independent RIA | $153M | +2.9% | 1 | $153M | 87% | 80% | 111 | 2 | |
| M••••• A•••• M••••••••• L• independent RIA | $153M | +27% | 2 | $76.3M | 79% | 84% | 206 | 2 | |
| T••••••• W••••• independent RIA | $153M | +15% | 1 | $153M | 100% | 90% | 100 | 1 | |
| W••••• F•••••••• independent RIA | $152M | +48% | 2 | $76.2M | 84% | 67% | 236 | 1 | |
| H••••••• W••••• M••••••••• G••••• L•• independent RIA | $152M | +23% | 3 | $50.7M | 99% | 69% | 59 | 2 | |
| N••••••••• F•••••••• P•••••••• L•• independent RIA | $152M | +18% | 2 | $76.1M | 100% | 72% | 86 | 1 | |
| W••••••••• A•••••••• I••• independent RIA | $152M | -23% | 2 | $76.1M | 99% | 54% | 136 | 2 | |
| R••• C•••••• P••••••• independent RIA | $152M | 4 | $38.0M | 100% | 59% | 82 | 2 | ||
| V•• D•• N•••• F•••••••• A•••••••• I••• independent RIA | $152M | +14% | 2 | $76.0M | 98% | 83% | 63 | 2 | |
| C••••• A••••••• independent RIA | $152M | +19% | 2 | $76.0M | 94% | 87% | 42 | 1 | |
| I••••••• W••••• C••••••• L•• independent RIA | $152M | +15% | 2 | $76.0M | 96% | 82% | 63 | 1 | |
| P••••••••• W••••• M••••••••• L•• independent RIA | $152M | +17% | 3 | $50.6M | 100% | 62% | 68 | 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.