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 |
|---|---|---|---|---|---|---|---|---|---|
| MONETARY SOLUTIONS, LTD. independent RIA | $140M | -1.0% | 2 | $69.8M | 98% | 79% | 62 | 1 | |
| BOYD FINANCIAL STRATEGIES, INC. independent RIA | $140M | +15% | 3 | $46.5M | 97% | 79% | 50 | 2 | |
| SIKORSKI WEALTH MANAGEMENT, LLC independent RIA | $140M | 3 | $46.5M | 99% | 58% | 76 | 2 | ||
| C•••••• R••••••••• • W•••••• L•• independent RIA | $140M | 2 | $69.8M | 100% | 65% | 165 | 1 | ||
| A•••••• C•••••• P•••••••• L•• independent RIA | $140M | 2 | $69.8M | 84% | 77% | 44 | 1 | ||
| T•• S•••• S• J•••• C•••••• independent RIA | $139M | +11% | 3 | $46.5M | 100% | 88% | 46 | 1 | |
| B••••• W••••• M••••••••• G••••• L•• independent RIA | $139M | +30% | 3 | $46.5M | 74% | 70% | 104 | 1 | |
| B••••• F•••••••• P••••••• independent RIA | $139M | +10% | 2 | $69.5M | 89% | 89% | 28 | 4 | |
| I•••••• F••••••••• I••• independent RIA | $139M | -22% | 4 | $34.7M | 98% | 86% | 28 | 5 | |
| W••••• W••••• I••••••••• A••••••• L•• independent RIA | $139M | 2 | $69.4M | 100% | 61% | 135 | 1 | ||
| B•••••••• F•••••••• G••••• L•• independent RIA | $139M | +20% | 1 | $139M | 100% | 82% | 191 | 2 | |
| M••••••• F••••••••• L•• independent RIA | $139M | +11% | 1 | $139M | 100% | 72% | 151 | 1 | |
| M••••••• F••••• F•••••••• M••••••••• I••• independent RIA | $139M | +5.7% | 4 | $34.7M | 100% | 75% | 23 | 3 | |
| H••• W••••• M••••••••• independent RIA | $139M | +18% | 2 | $69.3M | 100% | 62% | 101 | 1 | |
| C••••••••• W••••• A•••••• independent RIA | $139M | +6.8% | 2 | $69.3M | 100% | 87% | 38 | 1 | |
| T•• W••••• C••••••••• independent RIA | $138M | +18% | 3 | $46.1M | 99% | 84% | 40 | 4 | |
| S••••••• C•••••• I••••••••• A••••••• L•• independent RIA | $138M | 6 | $23.1M | 95% | 57% | 107 | 3 | ||
| P•••••• I••••••••• L•• independent RIA | $138M | 4 | $34.5M | 97% | 72% | 44 | 3 | ||
| C••••••• W••••• M••••••••• independent RIA | $138M | +11% | 2 | $69.1M | 96% | 76% | 55 | 1 | |
| B••• F•••••••• S•••••••• L•• independent RIA | $138M | -11% | 3 | $46.0M | 100% | 73% | 53 | 3 | |
| A•••• W••••• M••••••••• L•• independent RIA | $138M | 2 | $69.0M | 100% | 82% | 56 | 1 | ||
| G••••• T••• W••••• A••••••• independent RIA | $138M | 2 | $69.0M | 97% | 64% | 109 | 1 | ||
| A••••••• I••••••••• A••••••• I•• independent RIA | $138M | +11% | 2 | $68.9M | 84% | 78% | 84 | 1 | |
| V•••••••• P•••••• W•••••• L•• independent RIA | $138M | +22% | 2 | $68.9M | 97% | 76% | 55 | 1 | |
| T•••••• A•••••••• L•• independent RIA | $138M | +17% | 2 | $68.9M | 89% | 79% | 69 | 4 | |
| F••• C•••••• M••••••••• L•• independent RIA | $138M | +10% | 2 | $68.9M | 96% | 86% | 54 | 1 | |
| A•••• • A••••••••• independent RIA | $138M | 3 | $45.9M | 95% | 66% | 80 | 2 | ||
| P••••• A•••• M••••••••• I••• independent RIA | $138M | +12% | 3 | $45.9M | 98% | 72% | 45 | 1 | |
| E•••••• H••••• • A••••••••• L•• independent RIA | $138M | -0.9% | 2 | $68.8M | 100% | 61% | 121 | 1 | |
| R••••••• I••••••••• independent RIA | $138M | +21% | 5 | $27.5M | 85% | 55% | 78 | 5 | |
| K•••••• • C•••••• L•• independent RIA | $138M | -6.1% | 3 | $45.8M | 98% | 61% | 93 | 1 | |
| S••••••••• A•••• M••••••••• L•• independent RIA | $137M | 1 | $137M | 95% | 64% | 158 | 1 | ||
| V••••• I••••••••• A•••••••• L•• independent RIA | $137M | +17% | 9 | $15.3M | 98% | 85% | 14 | 5 | |
| K••••••• W••••• M••••••••• independent RIA | $137M | 1 | $137M | 88% | 61% | 207 | 2 | ||
| W••••••••• T•••••• J••••• independent RIA | $137M | 1 | $137M | 100% | 58% | 289 | 1 | ||
| J•••• F•••••••• S•••••••• I••• independent RIA | $137M | +17% | 1 | $137M | 83% | 72% | 166 | 1 | |
| C•••• W••••• M••••••••• L•• independent RIA | $137M | +18% | 2 | $68.4M | 96% | 80% | 57 | 1 | |
| C••••••••• C•••••• S••••••••• I••• independent RIA | $137M | +9.8% | 16 | $8.6M | 100% | 64% | 12 | 11 | |
| C•••••• W••••• M••••••••• L•• independent RIA | $137M | +13% | 1 | $137M | 96% | 84% | 158 | 1 | |
| R•••• C••••••• A•••••••• L•• independent RIA | $137M | 2 | $68.4M | 100% | 87% | 70 | 1 | ||
| S••••••••• A•••• M••••••••• L•• independent RIA | $137M | +15% | 2 | $68.4M | 100% | 66% | 49 | 1 | |
| B•••• W••••• W••••• M••••••••• independent RIA | $137M | 1 | $137M | 100% | 86% | 86 | 1 | ||
| W••••••••• I••• independent RIA | $137M | +18% | 7 | $19.5M | 100% | 63% | 53 | 5 | |
| R••••••••• W••••• independent RIA | $137M | +16% | 4 | $34.2M | 64% | 89% | 20 | 3 | |
| N••••• C•••••• M••••••••• I••• independent RIA | $137M | +7.1% | 1 | $137M | 93% | 77% | 118 | 1 | |
| A•••••• I••••••••• A•••••••• I••• independent RIA | $136M | +2.5% | 2 | $68.2M | 100% | 77% | 73 | 3 | |
| V••••••••• W••••• M••••••••• L•• independent RIA | $136M | +14% | 3 | $45.5M | 100% | 59% | 68 | 1 | |
| B•••••• W••••• M••••••••• independent RIA | $136M | -77% | 4 | $34.1M | 74% | 89% | 11 | 2 | |
| B••••••••• C•••••• L•• independent RIA | $136M | +13% | 3 | $45.5M | 100% | 60% | 58 | 2 | |
| J• K• R• • C••••••• I••• independent RIA | $136M | 5 | $27.3M | 100% | 63% | 19 | 6 | ||
| S•••••••• P•••••••• S••••••••• L•• independent RIA | $136M | +22% | 5 | $27.2M | 100% | 78% | 38 | 3 | |
| P••••••••• W••••• M••••••••• S••••••• L•• independent RIA | $136M | +5.7% | 2 | $68.1M | 100% | 90% | 30 | 1 | |
| C•••••• F••••• O•••••• I••• independent RIA | $136M | -0.3% | 2 | $68.0M | 100% | 68% | 62 | 1 | |
| W••••••••• F•••••••• P•••••••• L•• independent RIA | $136M | 2 | $68.0M | 100% | 87% | 49 | 2 | ||
| 1• E••••• independent RIA | $136M | +10% | 3 | $45.3M | 90% | 90% | 37 | 1 | |
| A• J• F•••••• F••••••••• L•• independent RIA | $136M | +21% | 1 | $136M | 100% | 54% | 140 | 1 | |
| K•••••• W••••• M••••••••• L•• independent RIA | $136M | +26% | 2 | $68.0M | 96% | 78% | 105 | 2 | |
| L••••••• W••••• A•••••••• L•• independent RIA | $136M | +11% | 2 | $67.9M | 99% | 67% | 133 | 1 | |
| V•••••• W••••• M••••••••• L•• independent RIA | $136M | 1 | $136M | 93% | 85% | 56 | 1 | ||
| F•••••••• M••••••••• A••••••••• L•• independent RIA | $136M | +7.2% | 1 | $136M | 97% | 79% | 343 | 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.