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 |
|---|---|---|---|---|---|---|---|---|---|
| TURNER CAPITAL INVESTMENTS, LLC independent RIA | $107M | -16% | 3 | $35.7M | 96% | 58% | 111 | 5 | |
| PURPOSEFUL FINANCIAL AND LEGACY PLANNING independent RIA | $107M | 1 | $107M | 100% | 83% | 90 | 1 | ||
| JORDAN FINANCIAL LIFE PLANNING independent RIA | $107M | 3 | $35.7M | 100% | 58% | 68 | 1 | ||
| J•••••• W••••• M••••••••• L•• independent RIA | $107M | 1 | $107M | 100% | 63% | 126 | 2 | ||
| D• C•••••• M••••••••• L•• independent RIA | $107M | 1 | $107M | 100% | 87% | 84 | 1 | ||
| 6•• F•••••••• A•••••••• L•• independent RIA | $107M | 1 | $107M | 99% | 61% | 160 | 1 | ||
| E••••• C••••••• L•• independent RIA | $107M | 1 | $107M | 100% | 83% | 75 | 1 | ||
| S••••• I••••••••• A••••••• I•• independent RIA | $107M | -53% | 14 | $7.6M | 77% | 70% | 5 | 1 | |
| H••••• W••••• M••••••••• L•• independent RIA | $107M | 4 | $26.7M | 100% | 72% | 39 | 2 | ||
| Y••• I•• L•• independent RIA | $107M | 28 | $3.8M | 97% | 72% | 7 | 20 | ||
| C•••••• W••••• A•••••••• L•• independent RIA | $107M | 2 | $53.3M | 88% | 74% | 55 | 2 | ||
| T•• P•••••• W••••• independent RIA | $106M | 2 | $53.2M | 100% | 70% | 75 | 1 | ||
| B••••••• A•••• M••••••••• L• independent RIA | $106M | 4 | $26.6M | 68% | 85% | 24 | 1 | 7 | |
| T••••• F••••••••• L••••• independent RIA | $106M | 2 | $53.2M | 95% | 71% | 59 | 1 | ||
| W••••• C••••••• M••••••••• G•••• L•• independent RIA | $106M | +11% | 2 | $53.1M | 96% | 64% | 79 | 1 | |
| M••• F•••••••• L••• D••••• independent RIA | $106M | 4 | $26.5M | 97% | 72% | 32 | 2 | ||
| W•••••••• W••••• M••••••••• L•• independent RIA | $106M | 8 | $13.3M | 100% | 62% | 73 | 4 | ||
| K••••• C•••••• M••••••••• L•• independent RIA | $106M | 1 | $106M | 100% | 85% | 84 | 1 | ||
| F•••••••• D••••• S•••••• I••• independent RIA | $106M | 3 | $35.2M | 100% | 68% | 45 | 1 | ||
| C••••••• P••••••••• L•• independent RIA | $105M | +3.0% | 2 | $52.7M | 94% | 82% | 55 | 2 | |
| S•••••• A••••••• G••••• L•• independent RIA | $105M | +72% | 9 | $11.7M | 81% | 71% | 12 | 6 | |
| C•••••••• I••••••••• P•••••••• L•• independent RIA | $105M | +4.9% | 2 | $52.7M | 100% | 51% | 67 | 1 | |
| G••••• W•••••• L•• independent RIA | $105M | 3 | $35.1M | 100% | 62% | 38 | 3 | ||
| E••••••••• Y••• W•••••• L•• independent RIA | $105M | 2 | $52.7M | 100% | 82% | 35 | 1 | ||
| I••••••••• F••••••••• L•• independent RIA | $105M | 2 | $52.6M | 100% | 74% | 58 | 1 | ||
| V•••• F•••••••• A•••••••• I••• independent RIA | $105M | +5.4% | 3 | $35.1M | 100% | 51% | 67 | 2 | |
| M••••••••• W••••• M••••••••• L•• independent RIA | $105M | 2 | $52.6M | 99% | 60% | 78 | 1 | ||
| I••••••••• I••••••••• A••••••• C••• independent RIA | $105M | +22% | 1 | $105M | 88% | 75% | 137 | 2 | |
| M• W••••• A••••••• I•• independent RIA | $105M | 1 | $105M | 87% | 88% | 163 | 2 | ||
| C•••••• R••••••••• L•• independent RIA | $105M | 1 | $105M | 100% | 80% | 74 | 1 | ||
| L••••• C•••• F•••••••• O•••••• L•• independent RIA | $105M | 1 | $105M | 100% | 83% | 72 | 2 | ||
| W••••• E••••••••• independent RIA | $105M | +4.6% | 2 | $52.5M | 90% | 80% | 29 | 1 | |
| V•••••• F•••• F•••••••• independent RIA | $105M | 1 | $105M | 100% | 85% | 70 | 1 | ||
| P••••••• P•••••• W•••••• L•• independent RIA | $105M | 1 | $105M | 100% | 62% | 56 | 1 | ||
| G•••••• W••••• A•••••••• L•• independent RIA | $105M | 3 | $35.0M | 97% | 81% | 28 | 1 | ||
| O••••• independent RIA | $105M | 2 | $52.4M | 100% | 64% | 93 | 1 | ||
| R•••• • A••••••••• W••••• M••••••••• independent RIA | $105M | 2 | $52.4M | 100% | 84% | 83 | 1 | ||
| V•• W••••• independent RIA | $105M | 2 | $52.4M | 99% | 87% | 146 | 1 | ||
| S••••••••• F•••••••• P••••••• independent RIA | $105M | 2 | $52.4M | 100% | 87% | 27 | 2 | ||
| S••• T••••• • A••••••••• C••• L•• independent RIA | $105M | 1 | $105M | 100% | 72% | 108 | 1 | ||
| X••• F•••••••• P•••••••• L•• independent RIA | $104M | 2 | $52.2M | 100% | 82% | 59 | 2 | ||
| M•••••••• F•••••••• G•••• independent RIA | $104M | 6 | $17.4M | 100% | 51% | 50 | 3 | ||
| H••••••••• A•••• M••••••••• I••• independent RIA | $104M | +4.6% | 3 | $34.8M | 100% | 84% | 60 | 2 | |
| A•••• P••••••• C••••••••• independent RIA | $104M | +15% | 2 | $52.2M | 96% | 67% | 66 | 1 | |
| W••••••• G••••• W••••• A••••••• independent RIA | $104M | 2 | $52.2M | 88% | 74% | 41 | 1 | ||
| B••• C••• F•••••••• A•••••••• L•• independent RIA | $104M | 6 | $17.3M | 100% | 58% | 30 | 5 | ||
| C•••••• T•••• • C••••••• I••• independent RIA | $104M | -6.6% | 17 | $6.1M | 98% | 80% | 10 | 2 | |
| F•••••••• C••••••••• A••••••••• I•• independent RIA | $104M | +12% | 2 | $51.8M | 94% | 68% | 63 | 4 | |
| L•••••••• F•••••••• A•••••••• L•• independent RIA | $104M | 2 | $51.8M | 86% | 79% | 50 | 2 | ||
| A••••••• F•••••••• L•• independent RIA | $103M | 2 | $51.7M | 94% | 80% | 62 | 1 | ||
| R•••• C•••••• A••••••• L•• independent RIA | $103M | +7.7% | 1 | $103M | 100% | 80% | 101 | 1 | |
| N••••• • C•••••• independent RIA | $103M | 4 | $25.8M | 98% | 82% | 26 | 3 | ||
| B••••••••• F•••••••• L•• independent RIA | $103M | 1 | $103M | 95% | 58% | 138 | 1 | ||
| F•••• F•••••••• S•••••••• L•• independent RIA | $103M | +2.3% | 3 | $34.4M | 97% | 84% | 29 | 2 | |
| M•••••• T••••••••• L•• independent RIA | $103M | +98% | 10 | $10.3M | 65% | 83% | 6 | 1 | |
| I••••••• T••••• S•••••• L•• independent RIA | $103M | +42% | 1 | $103M | 100% | 50% | 286 | 1 | |
| O••••••••• W••••• M••••••••• L•• independent RIA | $103M | +33% | 3 | $34.3M | 100% | 75% | 41 | 3 | |
| N••••••• A•••• M••••••••• I•• independent RIA | $103M | -0.1% | 3 | $34.3M | 100% | 55% | 82 | 5 | |
| F•••••••• C•••••• L•• independent RIA | $103M | 1 | $103M | 99% | 61% | 107 | 1 | ||
| D••••• I••••••••• A••••••• L•• independent RIA | $103M | 1 | $103M | 95% | 79% | 118 | 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.