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 |
|---|---|---|---|---|---|---|---|---|---|
| FR FINANCIAL ADVISORS LLC independent RIA | $136M | +11% | 2 | $67.8M | 86% | 77% | 60 | 1 | |
| HEPWORTH EQUITY PARTNERS, LLC independent RIA | $136M | +13% | 2 | $67.8M | 100% | 60% | 211 | 1 | |
| CASSILLY FINANCIAL independent RIA | $136M | +31% | 2 | $67.8M | 99% | 84% | 92 | 1 | |
| C•••••••• G•••••• W••••• M••••••••• independent RIA | $135M | +73% | 12 | $11.3M | 99% | 88% | 6 | 7 | |
| R••• F••••••••• L•• independent RIA | $135M | +14% | 2 | $67.7M | 100% | 78% | 83 | 1 | |
| G••••• F•••••••• P••••••• G••••• L•• independent RIA | $135M | +7.7% | 2 | $67.7M | 92% | 62% | 114 | 1 | |
| K••••• F•••••••• G•••• independent RIA | $135M | +0.3% | 2 | $67.7M | 98% | 88% | 42 | 2 | |
| F•••••• W••••• M••••••••• I••• independent RIA | $135M | +13% | 1 | $135M | 94% | 81% | 146 | 2 | |
| C•••••• C••• A•••• M••••••••• independent RIA | $135M | 2 | $67.6M | 92% | 89% | 41 | 3 | ||
| I• P•••••• W••••• •••• I••• independent RIA | $135M | +41% | 10 | $13.5M | 96% | 66% | 20 | 61 | |
| K••• W••••• M••••••••• G••••• L•• independent RIA | $135M | +11% | 1 | $135M | 100% | 90% | 69 | 1 | |
| P•• F•••••••• L•• independent RIA | $135M | +4.6% | 2 | $67.5M | 88% | 73% | 54 | 1 | |
| C••••• W••••• M••••••••• independent RIA | $135M | +16% | 2 | $67.5M | 98% | 71% | 54 | 1 | |
| A••••• independent RIA | $135M | 2 | $67.5M | 92% | 64% | 66 | 2 | ||
| A•••• W••••• A••••••• independent RIA | $135M | +8.9% | 2 | $67.5M | 91% | 63% | 120 | 1 | |
| C••••• W••••• M••••••••• independent RIA | $135M | +36% | 2 | $67.5M | 98% | 72% | 109 | 1 | |
| F•••••••• A•••••• N••••••• I••• independent RIA | $135M | -7.5% | 3 | $45.0M | 100% | 67% | 53 | 1 | |
| J•• W••••• M••••••••• L•• independent RIA | $135M | 2 | $67.5M | 89% | 50% | 169 | 2 | ||
| R•• R••• A••••••• L•• independent RIA | $135M | 3 | $45.0M | 89% | 87% | 29 | 2 | ||
| S•••••• W••••• A•••••••• L•• independent RIA | $135M | +15% | 2 | $67.5M | 100% | 80% | 72 | 1 | |
| F••• F•••••••• independent RIA | $135M | 2 | $67.5M | 100% | 57% | 120 | 1 | ||
| R• B•••• W••••• M••••••••• G•••• L•• independent RIA | $135M | +11% | 2 | $67.4M | 99% | 80% | 98 | 1 | |
| H••••••••• F•••••••• P••••••• L•• independent RIA | $135M | +29% | 3 | $44.9M | 98% | 77% | 68 | 1 | |
| B•• A••••••• independent RIA | $135M | 6 | $22.5M | 98% | 65% | 44 | 3 | ||
| C••••• F•••••••• L•• independent RIA | $135M | +14% | 1 | $135M | 100% | 85% | 103 | 1 | |
| V•••• F••••• F•••••••• independent RIA | $134M | +3.4% | 2 | $67.2M | 96% | 70% | 96 | 1 | |
| L•••••• A•••• M••••••••• independent RIA | $134M | +2.3% | 2 | $67.2M | 100% | 53% | 66 | 1 | |
| E••• A••••••• S••••••• C••• independent RIA | $134M | +11% | 8 | $16.8M | 99% | 65% | 22 | 1 | |
| R••••••• W••••• M••••••••• independent RIA | $134M | 7 | $19.2M | 100% | 58% | 43 | 3 | ||
| H•••••• I••••••••• M••••••••• I••• independent RIA | $134M | +18% | 2 | $67.0M | 100% | 83% | 58 | 4 | |
| S•••• F•••••••• M••••••••• I••• independent RIA | $134M | +21% | 2 | $67.0M | 100% | 63% | 90 | 1 | |
| M••••• F•••••••• S•••••••• I•• independent RIA | $134M | +9.5% | 2 | $67.0M | 96% | 76% | 65 | 1 | |
| B••••••• W••••• M••••••••• independent RIA | $134M | 2 | $67.0M | 100% | 88% | 34 | 1 | ||
| S•••• I••••• F•••••••• P••••••• independent RIA | $134M | -2.3% | 2 | $67.0M | 100% | 81% | 74 | 2 | |
| L•••• F••••••••• L•• independent RIA | $134M | 3 | $44.6M | 99% | 68% | 84 | 1 | ||
| H••••• O•• W••••• A••••••• L•• independent RIA | $134M | +21% | 1 | $134M | 100% | 87% | 56 | 1 | |
| G• F•••••••• independent RIA | $134M | +21% | 2 | $66.9M | 96% | 90% | 47 | 1 | |
| G••••• F•••••••• S••••••••• I••• independent RIA | $134M | +7.1% | 1 | $134M | 100% | 54% | 153 | 1 | |
| A•••• W••••• S••••••••• independent RIA | $134M | 2 | $66.9M | 99% | 83% | 49 | 3 | ||
| P••••••• W••••• A••••••• independent RIA | $134M | +16% | 2 | $66.9M | 100% | 59% | 100 | 1 | |
| A••••••• G••••• I••••••••• independent RIA | $134M | 3 | $44.5M | 98% | 66% | 55 | 1 | ||
| L•••••• I••••••••• A•••••••• I••• independent RIA | $134M | 5 | $26.7M | 100% | 63% | 47 | 1 | ||
| L••• F•••••••• M••••••••• I••• independent RIA | $134M | +16% | 1 | $134M | 100% | 74% | 149 | 1 | |
| E•• C•••••• M••••••••• L•• independent RIA | $133M | 6 | $22.2M | 100% | 53% | 94 | 2 | ||
| H•••• W••••• A•••••••• L•• independent RIA | $133M | +31% | 3 | $44.4M | 69% | 75% | 40 | 1 | |
| L••••••••• P••••••• L•• independent RIA | $133M | 3 | $44.4M | 99% | 52% | 99 | 4 | ||
| P••••••• W••••• M••••••••• independent RIA | $133M | +19% | 3 | $44.4M | 100% | 79% | 47 | 3 | |
| T•• H•••••• G••••• L•• independent RIA | $133M | +19% | 1 | $133M | 98% | 66% | 241 | 1 | |
| D•••••• P•••••• W•••••• L•• independent RIA | $133M | +32% | 1 | $133M | 100% | 84% | 84 | 1 | |
| G•••• • D•••••• L•• independent RIA | $133M | 2 | $66.4M | 98% | 76% | 53 | 2 | ||
| T••••••••• independent RIA | $133M | 4 | $33.2M | 100% | 76% | 43 | 5 | ||
| T••••••••• W••••• M••••••••• I••• independent RIA | $133M | +12% | 3 | $44.2M | 96% | 73% | 42 | 1 | |
| W•••• F•••••••• M••••••••• L•• independent RIA | $133M | +5.1% | 1 | $133M | 99% | 82% | 96 | 1 | |
| C••••••• W••••• M••••••••• L•• independent RIA | $133M | +6.0% | 3 | $44.2M | 96% | 68% | 84 | 1 | |
| S••••••••• C•••••• M••••••••• independent RIA | $133M | 2 | $66.3M | 99% | 87% | 45 | 1 | ||
| S••••• F•••••••• C••••••••• independent RIA | $132M | +26% | 2 | $66.2M | 98% | 67% | 132 | 1 | |
| J••••• W••••• M••••••••• L•• independent RIA | $132M | +26% | 2 | $66.1M | 90% | 61% | 113 | 1 | |
| P••• F•••••••• C••••••••• I••• independent RIA | $132M | +20% | 2 | $66.1M | 100% | 54% | 186 | 1 | |
| G•••••• F•••••••• S•••••••• L•• independent RIA | $132M | +28% | 5 | $26.4M | 100% | 79% | 26 | 1 | |
| M••••• S••••• C••••••• L•• independent RIA | $132M | 1 | $132M | 99% | 88% | 79 | 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.