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 |
|---|---|---|---|---|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT independent RIA | $118M | 3 | $39.3M | 95% | 82% | 24 | 2 | ||
| WEALTH ENGINEERS, LLC independent RIA | $118M | 2 | $58.8M | 100% | 89% | 27 | 2 | ||
| WILLAMETTE FINANCIAL ADVISORS, LLC independent RIA | $117M | -23% | 2 | $58.7M | 100% | 55% | 101 | 1 | |
| C••• C•••••• L•• independent RIA | $117M | 3 | $39.1M | 96% | 86% | 26 | 1 | ||
| F•••••• A•••• M••••••••• L•• independent RIA | $117M | 2 | $58.7M | 59% | 81% | 37 | 1 | ||
| T•••• F•••••••• P••••••• L•• independent RIA | $117M | 3 | $39.1M | 100% | 62% | 52 | 3 | ||
| I•••••• W••••• A•••••••• L•• independent RIA | $117M | 2 | $58.7M | 97% | 90% | 29 | 1 | ||
| B•••••• S••••••••• L•• independent RIA | $117M | +26% | 3 | $39.1M | 100% | 59% | 58 | 1 | |
| M••••••• F•••••••• independent RIA | $117M | 4 | $29.3M | 97% | 72% | 59 | 1 | ||
| C••••• I••••• W••••• independent RIA | $117M | -3.3% | 5 | $23.4M | 100% | 65% | 29 | 3 | |
| D••••• L••• C•••••• P••••••• L•• independent RIA | $117M | +9.7% | 2 | $58.6M | 97% | 89% | 73 | 2 | |
| P•• A••••••• independent RIA | $117M | +6.7% | 1 | $117M | 96% | 86% | 114 | 1 | |
| M•••••• F•••••••• S••••••••• independent RIA | $117M | 3 | $39.0M | 99% | 60% | 59 | 1 | ||
| G•••••••• F•••••••• • E••••• S•••••••• I••• independent RIA | $117M | +13% | 2 | $58.6M | 93% | 58% | 104 | 1 | |
| G•••••••• W••••• M••••••••• independent RIA | $117M | 7 | $16.7M | 82% | 64% | 33 | 3 | ||
| B••• A•••• M••••••••• I••• independent RIA | $117M | +9.5% | 96% | 83% | 1 | ||||
| T•••••• A••••••• I•• independent RIA | $117M | +17% | 1 | $117M | 100% | 59% | 224 | 1 | |
| O••• F•••••••• L•• independent RIA | $117M | +11% | 1 | $117M | 94% | 67% | 526 | 1 | |
| A••• F•••••••• M••••••••• C•• independent RIA | $117M | +11% | 2 | $58.4M | 99% | 70% | 42 | 2 | |
| W••••••• A••••••• independent RIA | $117M | +3.7% | 6 | $19.5M | 86% | 52% | 52 | 6 | |
| A••••••• F•••••••• G•••• independent RIA | $117M | 4 | $29.2M | 100% | 69% | 108 | 5 | ||
| I••••••••• M••••••• G••••• L•• independent RIA | $117M | 2 | $58.4M | 100% | 69% | 122 | 1 | ||
| N•• W••••• S•••••••• independent RIA | $117M | 3 | $38.9M | 100% | 61% | 46 | 1 | ||
| M••• P•••••• W•••••• L•• independent RIA | $117M | 1 | $117M | 100% | 65% | 207 | 2 | ||
| A•••• W••••• M••••••••• L•• independent RIA | $117M | 2 | $58.4M | 100% | 90% | 35 | 2 | ||
| A••••••• C•••••• M••••••••• L•• independent RIA | $117M | +20% | 1 | $117M | 88% | 73% | 172 | 2 | |
| T•••••• W••••• M••••••••• L•• independent RIA | $117M | 3 | $38.9M | 82% | 84% | 26 | 1 | ||
| H•••• A•••• M••••••••• L•• independent RIA | $117M | -0.4% | 100% | 84% | 1 | ||||
| D•••••• T•••••• M••••••••• L••• independent RIA | $117M | +126% | 1 | $117M | 61% | 83% | 79 | 1 | |
| M•••• A••••••• A••••••••• independent RIA | $117M | 3 | $38.8M | 99% | 57% | 59 | 2 | ||
| I•••••• W••••• independent RIA | $116M | 1 | $116M | 82% | 67% | 183 | 1 | ||
| E•••• C•••••• A•••••••• L•• independent RIA | $116M | 2 | $58.2M | 96% | 73% | 35 | 2 | ||
| L••• C•••••• M••••••••• L•• independent RIA | $116M | 2 | $58.2M | 98% | 68% | 106 | 1 | ||
| H•••••• F•••••••• • I•••••••• S•••••••• I••• independent RIA | $116M | 5 | $23.3M | 94% | 62% | 57 | 3 | ||
| S•••••• W••••• A••••••• independent RIA | $116M | +19% | 2 | $58.2M | 100% | 84% | 46 | 2 | |
| A•••• S••••••• R••••••••• P••• C••••••••• L•• independent RIA | $116M | +28% | 4 | $29.1M | 96% | 63% | 59 | 1 | |
| A••• A•••••••• L•• independent RIA | $116M | 1 | $116M | 84% | 84% | 72 | 1 | ||
| F•••• L•••• W••••• A•••••••• L•• independent RIA | $116M | 2 | $58.1M | 95% | 82% | 47 | 1 | ||
| I••••••••• A••••••• L•• independent RIA | $116M | 2 | $58.1M | 100% | 89% | 41 | 1 | ||
| C••••••• B•••••••• L•• independent RIA | $116M | 1 | $116M | 82% | 85% | 109 | 1 | ||
| S••••• W••••• L•• independent RIA | $116M | 7 | $16.6M | 100% | 78% | 23 | 4 | ||
| N•• C••••••••• L•• independent RIA | $116M | 1 | $116M | 99% | 86% | 1 | |||
| M••••• F•••••••• P••••••• independent RIA | $116M | 2 | $58.0M | 100% | 78% | 36 | 1 | ||
| B•• P••••• F•••••••• independent RIA | $116M | 3 | $38.6M | 100% | 73% | 41 | 2 | ||
| P•••••• A•••• M••••••••• I••• independent RIA | $116M | +4.6% | 1 | $116M | 99% | 90% | 60 | 1 | |
| P•••••••• A••••••• G••••• I••• independent RIA | $116M | 2 | $57.9M | 99% | 86% | 36 | 1 | ||
| M••••• W••••• independent RIA | $116M | +57% | 1 | $116M | 68% | 78% | 62 | 1 | |
| F•••• G••••••••• S••••••••• I•• independent RIA | $116M | 2 | $57.9M | 100% | 65% | 62 | 1 | ||
| M•••••••• F•••••••• P••••••• I••• independent RIA | $116M | 3 | $38.6M | 100% | 72% | 44 | 1 | ||
| C•••••• W••••• M••••••••• independent RIA | $116M | 2 | $57.9M | 100% | 82% | 53 | 1 | ||
| A••••• W••••• A•••••••• L•• independent RIA | $116M | +10% | 1 | $116M | 99% | 90% | 58 | 1 | |
| P••••••••• F•••••••• M••••••••• I••• independent RIA | $116M | 3 | $38.5M | 100% | 56% | 55 | 1 | ||
| P•••••• W••••• A•••••••• L•• independent RIA | $116M | 2 | $57.8M | 100% | 77% | 51 | 1 | ||
| K• F•••••••• A••••••• L•• independent RIA | $115M | 3 | $38.5M | 100% | 54% | 45 | 3 | ||
| B••••• Y••• H•••••• L•• independent RIA | $115M | 1 | $115M | 100% | 66% | 161 | 2 | ||
| Z••••• A••••••• G••••• L•• independent RIA | $115M | 3 | $38.5M | 100% | 62% | 62 | 2 | ||
| W••••• C•••••• F••••••••• I••• independent RIA | $115M | 2 | $57.7M | 98% | 54% | 118 | 2 | ||
| L••••• B••••••• • W•••• W••••• M••••••••• L•• independent RIA | $115M | 5 | $23.1M | 99% | 58% | 58 | 1 | 1 | |
| P••••••• W••••• M••••••••• independent RIA | $115M | 2 | $57.7M | 100% | 78% | 39 | 1 | ||
| U•••• P••••••• L•• independent RIA | $115M | 8 | $14.4M | 73% | 89% | 9 | 5 |
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.