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.
4,727 practices match
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC independent RIA | $1.9B | +26% | 43 | $43.2M | 97% | 53% | 92 | 26 | |
| COLONIAL TRUST ADVISORS, INC. independent RIA | $1.9B | +11% | 15 | $124M | 86% | 82% | 60 | 4 | |
| GRANITE INVESTMENT PARTNERS, LLC independent RIA | $1.8B | -24% | 2 | $922M | 55% | 79% | 231 | 2 | 1 |
| R•• A••••••• independent RIA | $1.8B | +20% | 14 | $131M | 97% | 79% | 88 | 2 | |
| R••••••••• I••••••••• M••••••••• L•• independent RIA | $1.8B | +11% | 11 | $167M | 74% | 76% | 138 | 2 | |
| I••••••••• S••••• H•••••••• L•• independent RIA | $1.8B | +23% | 41 | $44.7M | 99% | 80% | 64 | 14 | |
| C• P•••••• W••••• independent RIA | $1.8B | +54% | 14 | $130M | 99% | 62% | 147 | 5 | |
| G•• W••••• M••••••••• independent RIA | $1.8B | +43% | 23 | $78.6M | 100% | 63% | 47 | 1 | |
| L•• W••••• M••••••••• U• L•••••• independent RIA | $1.8B | +25% | 1 | $1.8B | 72% | 82% | 956 | 1 | |
| S••••• F•••••••• W••••• A••••••• independent RIA | $1.8B | +27% | 17 | $106M | 88% | 74% | 71 | 6 | |
| P•••••••• W••••• P•••••••• L•• independent RIA | $1.8B | +135% | 29 | $61.6M | 98% | 83% | 47 | 15 | |
| A••••• A••••••• independent RIA | $1.8B | +22% | 8 | $222M | 96% | 90% | 91 | 2 | |
| L••••• T••••• A••••••• S•••••••• L•• independent RIA | $1.8B | +8.4% | 10 | $177M | 91% | 55% | 127 | 1 | |
| C••••• F•••••••• A•••••••• I••• independent RIA | $1.8B | +24% | 12 | $148M | 98% | 87% | 92 | 1 | |
| C•••••• W••••• M••••••••• L•• independent RIA | $1.8B | +51% | 14 | $126M | 100% | 76% | 119 | 1 | |
| I••••••• I••••••••• C••••••• L•• independent RIA | $1.8B | +16% | 13 | $135M | 90% | 87% | 42 | 1 | |
| I••••• F•••••••• independent RIA | $1.7B | +44% | 36 | $48.5M | 97% | 55% | 93 | 27 | |
| L•••••• W••••• M••••••••• L•• independent RIA | $1.7B | +17% | 25 | $69.0M | 97% | 77% | 60 | 9 | |
| A••••• A•••••••• I••• independent RIA | $1.7B | +17% | 12 | $143M | 58% | 73% | 118 | 2 | |
| I••••••• P•••••• W•••••• L•• independent RIA | $1.7B | +26% | 2 | $857M | 99% | 83% | 231 | 1 | |
| R••••••••• W••••• L•• independent RIA | $1.7B | +126% | 31 | $54.8M | 93% | 81% | 115 | 3 | 2 |
| C•• F•••••••• S•••••••• L••••• independent RIA | $1.7B | +17% | 12 | $141M | 83% | 80% | 108 | 2 | |
| M•• C•• independent RIA | $1.7B | +14% | 16 | $106M | 55% | 56% | 90 | 4 | |
| C••••••••• C•••••• P••••••• independent RIA | $1.7B | +13% | 15 | $112M | 77% | 85% | 59 | 1 | |
| J••• F••••• • C•• L•• independent RIA | $1.7B | +17% | 8 | $209M | 89% | 88% | 130 | 1 | |
| K•• F•••••••• P•••••••• L•• independent RIA | $1.7B | +4.6% | 7 | $239M | 99% | 82% | 186 | 6 | |
| C••••• F•••••••• S••••••••• I••• independent RIA | $1.7B | +16% | 29 | $57.6M | 82% | 86% | 34 | 2 | |
| O••••• I••••••••• A•••••••• I••• independent RIA | $1.7B | +1.1% | 8 | $209M | 76% | 77% | 163 | 2 | |
| A•••••••• A••••••• G•••• I••• independent RIA | $1.7B | +16% | 14 | $119M | 100% | 85% | 106 | 12 | |
| N••••••• T•••• S••••••••• I•• BD affiliated | $1.7B | +30% | 96 | $17.3M | 98% | 89% | 21 | 30 | |
| R•••• A•••••••• L•• independent RIA | $1.7B | +352% | 30 | $55.3M | 100% | 66% | 78 | 3 | |
| S•••••••• F••••• W••••• C••••••••• L••••• independent RIA | $1.7B | +27% | 4 | $415M | 95% | 84% | 75 | 1 | |
| L•••• C•••••• S••••••••• L••• independent RIA | $1.7B | +33% | 1 | $1.7B | 77% | 84% | 250 | 2 | 1 |
| S•••••••• W••••• P•••••••• L••• independent RIA | $1.6B | +24% | 21 | $78.3M | 94% | 70% | 174 | 7 | |
| S••••••••• C•••••• M••••••••• independent RIA | $1.6B | +17% | 15 | $110M | 100% | 73% | 178 | 1 | |
| A•• W••••• A••••••• independent RIA | $1.6B | +12% | 16 | $103M | 96% | 86% | 65 | 5 | |
| T•• J•••••• I••••••••• M••••••••• L•• independent RIA | $1.6B | +0.2% | 6 | $272M | 90% | 58% | 906 | 1 | |
| R•••••• • A••••••••• independent RIA | $1.6B | +9.6% | 12 | $136M | 99% | 84% | 83 | 1 | |
| T•••••• P•••• A•••••••• L•• independent RIA | $1.6B | +9.4% | 16 | $102M | 89% | 90% | 49 | 3 | |
| T•••• C•••••• M••••••••• I••• independent RIA | $1.6B | +15% | 13 | $125M | 97% | 87% | 71 | 3 | |
| P••••••• P•••••• W•••••• L•• independent RIA | $1.6B | +28% | 19 | $85.3M | 71% | 88% | 23 | 6 | 6 |
| B•••• A••••••• independent RIA | $1.6B | +15% | 12 | $135M | 100% | 79% | 97 | 2 | |
| F••••• C•••••• A•••••••• L•• independent RIA | $1.6B | +33% | 71 | $22.8M | 94% | 69% | 30 | 40 | |
| M••••••• I••••••••• N•••••• I••• BD affiliated | $1.6B | +20% | 125 | $12.9M | 97% | 55% | 23 | 125 | |
| B•••••• F•••••••• G•••• L•• independent RIA | $1.6B | +14% | 11 | $146M | 95% | 82% | 108 | 5 | |
| F•••••••• P•••• I••• independent RIA | $1.6B | +30% | 13 | $123M | 99% | 68% | 70 | 1 | |
| T•••••• W••••• M••••••••• independent RIA | $1.6B | +27% | 13 | $123M | 83% | 85% | 62 | 3 | |
| N••••• A••••••• S•••••••• L•• independent RIA | $1.6B | +19% | 15 | $107M | 100% | 51% | 323 | 5 | |
| C•• A•••••••• L•• independent RIA | $1.6B | +27% | 36 | $44.5M | 94% | 81% | 36 | 33 | |
| B••• W••••• A•••••••• I••• independent RIA | $1.6B | +22% | 25 | $64.0M | 86% | 65% | 88 | 33 | |
| A••• C•••••• M••••••••• L•• independent RIA | $1.6B | -11% | 12 | $133M | 63% | 64% | 99 | 3 | |
| M••••• F••• W••••• M••••••••• L•• independent RIA | $1.6B | -27% | 2 | $798M | 98% | 65% | 1,050 | 13 | |
| M•••• W••••• M••••••••• independent RIA | $1.6B | 14 | $114M | 89% | 77% | 93 | 6 | ||
| R•••••• F•••••••• A•••••••• L•• independent RIA | $1.6B | +15% | 7 | $227M | 97% | 86% | 140 | 1 | |
| C•••••• I•• A•••••••• L•• independent RIA | $1.6B | +19% | 17 | $93.3M | 92% | 79% | 69 | 17 | |
| C••••••••• A••••••• S••••••• I•• independent RIA | $1.6B | +24% | 10 | $159M | 100% | 61% | 355 | 2 | |
| T••••• W••••• M••••••••• L•• independent RIA | $1.6B | +19% | 12 | $132M | 99% | 78% | 72 | 2 | |
| P••••••• H••••••• W••••• A•••••••• I••• independent RIA | $1.6B | +23% | 16 | $98.6M | 75% | 73% | 77 | 3 | |
| A•••• W••••• M••••••••• G•••• independent RIA | $1.6B | +20% | 14 | $112M | 100% | 83% | 69 | 3 | |
| P•• S••••••• C•••••• M••••••••• L•• independent RIA | $1.6B | +13% | 31 | $50.5M | 93% | 80% | 35 | 2 |
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.