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 |
|---|---|---|---|---|---|---|---|---|---|
| DELTA WEALTH ADVISORS LLC independent RIA | $152M | +26% | 3 | $50.6M | 97% | 78% | 59 | 2 | |
| FPFOCO independent RIA | $152M | +38% | 3 | $50.6M | 100% | 74% | 40 | 1 | |
| INTEGRATED WEALTH STRATEGIES, LLC independent RIA | $152M | +8.0% | 2 | $75.8M | 100% | 64% | 124 | 1 | |
| C•••••• F•••••••• independent RIA | $152M | 1 | $152M | 92% | 82% | 199 | 1 | ||
| B•••••• F•••••••• A•••••••• L•• independent RIA | $152M | +8.3% | 2 | $75.8M | 94% | 77% | 49 | 3 | |
| T••• W••••• G•••• independent RIA | $151M | +40% | 3 | $50.5M | 99% | 84% | 55 | 2 | |
| U•••••• W••••• M••••••••• L•• independent RIA | $151M | +34% | 2 | $75.6M | 99% | 64% | 163 | 1 | |
| C••• F•••••••• M••••••••• independent RIA | $151M | +15% | 2 | $75.6M | 99% | 80% | 66 | 1 | |
| H••••••• S••••••••• F•••••••• S•••••••• I••• independent RIA | $151M | +15% | 6 | $25.2M | 100% | 83% | 52 | 6 | |
| O•••••• A•••••••• L•• independent RIA | $151M | +32% | 2 | $75.6M | 98% | 78% | 37 | 1 | |
| S•••• P•••••••• A•••••••• L•• independent RIA | $151M | +22% | 2 | $75.5M | 100% | 86% | 70 | 1 | |
| T••••••• • C••••••• W••••• M••••••••• L•• independent RIA | $151M | +51% | 2 | $75.5M | 98% | 61% | 199 | 1 | |
| Z••••• W••••• P••••••• independent RIA | $151M | +48% | 7 | $21.6M | 58% | 63% | 43 | 1 | |
| C•••••• F•••••••• S••••••••• independent RIA | $151M | +25% | 3 | $50.3M | 99% | 54% | 102 | 1 | |
| O••• F•••••••• S•••••••• L•• independent RIA | $151M | +20% | 2 | $75.4M | 99% | 85% | 68 | 3 | |
| C••••••••• F•••••••• G••••• L•• independent RIA | $151M | +16% | 1 | $151M | 99% | 88% | 86 | 2 | |
| T•••••••• C•••••• M••••••••• I••• independent RIA | $151M | -32% | 6 | $25.1M | 86% | 51% | 55 | 3 | 2 |
| P••••• A•••••••• I••• independent RIA | $150M | 2 | $75.2M | 99% | 88% | 58 | 4 | ||
| N•••• W•••• W••••• M••••••••• independent RIA | $150M | +101% | 2 | $75.2M | 99% | 64% | 97 | 1 | |
| O••••• C•••••• M••••••••• independent RIA | $150M | +29% | 4 | $37.6M | 87% | 54% | 54 | 3 | |
| A••••••• W••••• A••••••• L•• independent RIA | $150M | +2.4% | 4 | $37.5M | 92% | 67% | 62 | 5 | |
| M• C••••••• L•• independent RIA | $150M | +6.3% | 3 | $50.0M | 100% | 86% | 24 | 1 | |
| 1•• G••••• A••••••••• I••• D•••• G••••• C•••••• M••••••••• independent RIA | $150M | -3.7% | 1 | $150M | 70% | 56% | 278 | 1 | |
| I••••••••• R••••••••• L•• independent RIA | $150M | +14% | 1 | $150M | 98% | 72% | 288 | 1 | |
| U•••• C•••••• C•••••• independent RIA | $150M | -15% | 9 | $16.7M | 100% | 51% | 46 | 1 | |
| P•••••• C••••••• L•• independent RIA | $150M | +16% | 2 | $75.0M | 96% | 86% | 117 | 1 | |
| F•••••••• M••••••••• A•••••••• I••• independent RIA | $150M | +13% | 2 | $75.0M | 54% | 76% | 260 | 1 | |
| O•••••••• W••••• M••••••••• independent RIA | $150M | +7.0% | 2 | $74.9M | 97% | 66% | 115 | 4 | |
| S•••• F•••••••• G••••• I••• independent RIA | $150M | +11% | 2 | $74.9M | 93% | 78% | 53 | 1 | |
| K••• C••••••• L•• independent RIA | $150M | +4.9% | 2 | $74.9M | 100% | 90% | 31 | 1 | |
| P•••••••• D••••• S•••••••• L•• independent RIA | $150M | +8.3% | 5 | $29.9M | 78% | 62% | 51 | 2 | |
| E•••••• F•••••••• independent RIA | $150M | 2 | $74.9M | 74% | 84% | 40 | 1 | ||
| P•••••• F•••••••• P•••••••• L••• independent RIA | $150M | +14% | 1 | $150M | 100% | 79% | 129 | 1 | |
| C•• F•••••••• C••••••••• independent RIA | $150M | +36% | 2 | $74.8M | 99% | 87% | 58 | 2 | |
| P•••••••• C••••••• L•• independent RIA | $149M | 4 | $37.4M | 100% | 77% | 58 | 1 | ||
| C••••••• A•••• M••••••••• L•• independent RIA | $149M | 1 | $149M | 83% | 86% | 171 | 2 | ||
| S•••••• C•••••• M••••••••• L•• independent RIA | $149M | 3 | $49.7M | 84% | 84% | 35 | 1 | 1 | |
| H•••••• F•••••••• P••••••• independent RIA | $149M | +13% | 2 | $74.4M | 94% | 78% | 74 | 1 | |
| C•••••• F•••••••• G••••• I••• independent RIA | $149M | +16% | 2 | $74.4M | 100% | 84% | 79 | 1 | |
| P••••••• W••••• independent RIA | $149M | +45% | 4 | $37.2M | 82% | 73% | 55 | 2 | |
| Q•••••• F•••••••• P••••••• L•• independent RIA | $149M | 7 | $21.2M | 53% | 69% | 45 | 2 | ||
| B••••• H••• W••••• M••••••••• L•• independent RIA | $149M | +41% | 5 | $29.7M | 100% | 58% | 36 | 1 | |
| C••••• W••••• M••••••••• L•• independent RIA | $149M | +22% | 2 | $74.3M | 100% | 73% | 53 | 2 | |
| S•••••• L•• independent RIA | $148M | 4 | $37.1M | 100% | 71% | 67 | 2 | ||
| A•••••• A•••••••• L•• independent RIA | $148M | +30% | 2 | $74.2M | 99% | 83% | 51 | 1 | |
| T••••••• F•••••••• P••••••• independent RIA | $148M | +14% | 3 | $49.4M | 100% | 68% | 53 | 3 | |
| D••••• F•••••••• P••••••• independent RIA | $148M | +9.1% | 2 | $74.1M | 94% | 67% | 89 | 1 | |
| A••• W••••• M••••••••• I•• independent RIA | $148M | 3 | $49.3M | 92% | 81% | 51 | 2 | ||
| B•••••• W••••• C••••••••• L•• independent RIA | $148M | +12% | 2 | $74.0M | 96% | 78% | 82 | 1 | |
| P••••• F•••••••• S•••••••• I••• independent RIA | $148M | +9.5% | 3 | $49.3M | 99% | 76% | 52 | 1 | |
| G•••••• A••••••• I•• independent RIA | $148M | +16% | 97% | 82% | 1 | ||||
| P•••••• C•••••• M••••••••• I•• independent RIA | $148M | +9.3% | 1 | $148M | 85% | 85% | 128 | 1 | |
| F•••••••• A•••••• independent RIA | $148M | 4 | $36.9M | 99% | 87% | 24 | 3 | ||
| P••••••••• F•••••••• independent RIA | $148M | +24% | 3 | $49.2M | 87% | 56% | 74 | 1 | |
| R••••••••• A••••••• independent RIA | $147M | 2 | $73.7M | 98% | 60% | 167 | 1 | ||
| E•••• I••• independent RIA | $147M | -0.1% | 3 | $49.1M | 96% | 83% | 38 | 1 | |
| B••• B••• F••••••••• L•• independent RIA | $147M | 3 | $49.1M | 100% | 84% | 54 | 2 | ||
| F•• W••••• M••••••••• independent RIA | $147M | +21% | 3 | $49.1M | 100% | 65% | 71 | 1 | |
| R••• I••••••••• C••••••••• G•••• independent RIA | $147M | +7.4% | 2 | $73.7M | 89% | 76% | 71 | 1 | |
| H•••••• W••••• independent RIA | $147M | 7 | $21.0M | 100% | 89% | 23 | 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.