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 |
|---|---|---|---|---|---|---|---|---|---|
| COMPASS INVESTMENT ADVISERS, LLC independent RIA | $111M | +7.2% | 2 | $55.3M | 99% | 75% | 36 | 1 | |
| REH WEALTH ADVISORS LLC independent RIA | $110M | +11% | 1 | $110M | 97% | 90% | 69 | 1 | |
| WHITE OAK WEALTH PARTNERS independent RIA | $110M | 1 | $110M | 88% | 86% | 73 | 1 | ||
| M•••••• W••••• M••••••••• L•• independent RIA | $110M | +15% | 2 | $55.2M | 71% | 66% | 48 | 1 | |
| M••••• C•••••• R••••••• • M••••••••• L•• independent RIA | $110M | 2 | $55.2M | 76% | 83% | 26 | 1 | ||
| A••••• W••••• A•••••••• L•• independent RIA | $110M | 2 | $55.2M | 100% | 75% | 55 | 1 | ||
| W•••••••• W••••• independent RIA | $110M | 1 | $110M | 100% | 67% | 153 | 1 | ||
| C•••••• R•••• W••••• M••••••••• L•• independent RIA | $110M | +9.4% | 1 | $110M | 99% | 86% | 103 | 1 | |
| R•• P••••••• S••••••••• I••• independent RIA | $110M | 2 | $55.1M | 98% | 79% | 83 | 2 | ||
| C••••••••• P••••••••• A•••••• S•••••••• L•• independent RIA | $110M | +24% | 5 | $22.1M | 90% | 51% | 70 | 4 | |
| V•••••• W••••• P••••••• independent RIA | $110M | 1 | $110M | 98% | 57% | 226 | 1 | ||
| P•••••• F•••••••• A••••••• independent RIA | $110M | 4 | $27.5M | 100% | 73% | 46 | 2 | ||
| B•••••• W••••• A••••••• independent RIA | $110M | +19% | 2 | $55.0M | 97% | 54% | 109 | 1 | |
| L•••••••• F•••••••• G••••• I•• independent RIA | $110M | -18% | 1 | $110M | 100% | 87% | 69 | 1 | |
| I••••••••• W•••••• L•• independent RIA | $110M | +39% | 2 | $55.0M | 99% | 84% | 72 | 1 | |
| P•••••• C••••• A•••••• G••••• L•• independent RIA | $110M | 6 | $18.3M | 100% | 68% | 32 | 2 | ||
| H••• W••••• M••••••••• independent RIA | $110M | 2 | $55.0M | 100% | 64% | 93 | 1 | ||
| T•••••••• P••••••• L•• independent RIA | $110M | +6.5% | 4 | $27.5M | 100% | 54% | 89 | 1 | |
| O••••••• W••••• P••••••• independent RIA | $110M | +8.6% | 4 | $27.5M | 100% | 78% | 23 | 1 | |
| M• W••••• M••••••••• L•• independent RIA | $110M | 2 | $55.0M | 99% | 81% | 39 | 1 | ||
| R••••••••• W••••• A•••••••• L•• independent RIA | $110M | 2 | $54.9M | 100% | 82% | 47 | 1 | ||
| G•••••• F••••••••• L•• independent RIA | $110M | +9.9% | 1 | $110M | 100% | 78% | 152 | 1 | |
| J••• C••••• F•••••••• P••••••• independent RIA | $110M | 1 | $110M | 99% | 81% | 115 | 1 | ||
| V•••• A••••••• independent RIA | $110M | 3 | $36.5M | 100% | 71% | 50 | 2 | ||
| C••••••• W••••• M••••••••• C•••• independent RIA | $109M | +19% | 4 | $27.4M | 99% | 52% | 72 | 2 | |
| W••••••••• L•• independent RIA | $109M | 1 | $109M | 97% | 77% | 136 | 4 | ||
| P••• F•••••••• M••••••••• I••• independent RIA | $109M | 2 | $54.7M | 100% | 50% | 77 | 1 | ||
| A•••• F•••••••• M••••••••• I••• independent RIA | $109M | 4 | $27.3M | 100% | 72% | 29 | 3 | ||
| G••••• S•••• R••••••••• S••••••••• L•• independent RIA | $109M | 2 | $54.7M | 100% | 69% | 76 | 1 | ||
| A••••• A•••••••• L•• independent RIA | $109M | +3.2% | 7 | $15.6M | 92% | 77% | 17 | 1 | |
| P••••••• C•••••• S•••••••• I••• independent RIA | $109M | +16% | 13 | $8.4M | 59% | 76% | 16 | 2 | |
| P••••• I••••••••• A•••••••• I••• independent RIA | $109M | 2 | $54.4M | 98% | 76% | 43 | 1 | ||
| C•••••• E•••••••• G••••• I•• independent RIA | $109M | +29% | 2 | $54.4M | 100% | 61% | 33 | 2 | |
| N••••••••• F•••••••• independent RIA | $109M | 2 | $54.4M | 100% | 50% | 64 | 1 | ||
| A• J• P•••• • C•• independent RIA | $109M | 1 | $109M | 96% | 86% | 95 | 1 | ||
| E••• C•••••• M••••••••• L•• independent RIA | $109M | 3 | $36.2M | 100% | 80% | 53 | 1 | ||
| G•••• C•••••• M••••••••• L•• independent RIA | $109M | -24% | 2 | $54.3M | 67% | 65% | 39 | 1 | |
| F••••••• F•• R••• L••• independent RIA | $109M | 2 | $54.3M | 98% | 68% | 64 | 3 | ||
| D••••• E•••• W••••• M••••••••• L•• independent RIA | $109M | 1 | $109M | 79% | 87% | 82 | 1 | ||
| L•• P•••••• W•••••• L•• independent RIA | $109M | 3 | $36.2M | 70% | 67% | 34 | 1 | ||
| J•• C•••••• C••• independent RIA | $109M | -7.7% | 3 | $36.2M | 100% | 88% | 55 | 1 | |
| T••••• S••••• A•••••••• L•• independent RIA | $108M | 2 | $54.2M | 97% | 65% | 85 | 2 | ||
| F•••••••• F•••••••• A••••••• I••• independent RIA | $108M | +21% | 3 | $36.1M | 100% | 88% | 19 | 2 | |
| L•••••• W••••• M••••••••• L•• independent RIA | $108M | -5.8% | 6 | $18.0M | 89% | 77% | 17 | 4 | |
| C••••• F•••••••• • R••••••••• P••••••• A••••••••• I•• independent RIA | $108M | +2.6% | 1 | $108M | 100% | 58% | 146 | 4 | |
| J•••• W••••• M••••••••• independent RIA | $108M | 1 | $108M | 100% | 85% | 57 | 1 | ||
| N••••••• W••••• A••••••• independent RIA | $108M | -9.5% | 1 | $108M | 91% | 84% | 71 | 1 | |
| W••••••• E••••••••• N•••••• independent RIA | $108M | 2 | $53.9M | 100% | 78% | 78 | 2 | ||
| N•• I••••••••• S•••••••• independent RIA | $108M | 9 | $12.0M | 95% | 67% | 17 | 1 | ||
| S••••••• W••••• M••••••••• independent RIA | $108M | 11 | $9.8M | 100% | 52% | 37 | 3 | ||
| S••••• C•••••• M••••••••• independent RIA | $107M | 2 | $53.7M | 99% | 74% | 79 | 2 | ||
| I••• H••• A••••••• L•• independent RIA | $107M | 1 | $107M | 100% | 57% | 200 | 1 | ||
| M•••••• W••••• M••••••••• L•• independent RIA | $107M | 2 | $53.7M | 97% | 59% | 86 | 1 | ||
| O••••• F•••••••• independent RIA | $107M | 9 | $11.9M | 99% | 82% | 11 | 1 | ||
| D••• I••••••••• R••••••• A•• M••••••••• I••• independent RIA | $107M | 2 | $53.7M | 95% | 83% | 88 | 6 | ||
| N•••• B•• W••••• M••••••••• independent RIA | $107M | 2 | $53.7M | 93% | 59% | 67 | 1 | ||
| T•• F•••••••• L••••• G•••• independent RIA | $107M | 2 | $53.6M | 96% | 83% | 71 | 1 | ||
| H•••• I••••••••• C••••••• L•• independent RIA | $107M | 1 | $107M | 100% | 76% | 207 | 1 | ||
| T•••• W••••• A•••••••• L•• independent RIA | $107M | +4.7% | 2 | $53.6M | 82% | 69% | 35 | 1 | |
| R• A•••• M••••••••• L•• independent RIA | $107M | -29% | 2 | $53.6M | 100% | 85% | 126 | 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.