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 |
|---|---|---|---|---|---|---|---|---|---|
| INVST, LLC independent RIA | $1.6B | -12% | 33 | $47.4M | 80% | 68% | 66 | 12 | |
| MJP WEALTH ADVISORS independent RIA | $1.6B | +18% | 12 | $130M | 80% | 80% | 72 | 2 | |
| GODSEY & GIBB WEALTH MANAGEMENT independent RIA | $1.6B | +12% | 14 | $111M | 87% | 87% | 53 | 5 | |
| P•••• H•••• S••••••• I••• independent RIA | $1.6B | +36% | 8 | $194M | 96% | 90% | 91 | 5 | |
| R•••••• C•••••• G••••• L•• independent RIA | $1.6B | +13% | 14 | $111M | 86% | 86% | 78 | 6 | 4 |
| I•• F•••••••• A••••••• independent RIA | $1.6B | +15% | 14 | $111M | 77% | 77% | 90 | 3 | |
| C•• I••••••••• A•••••••• L•• independent RIA | $1.5B | +18% | 8 | $194M | 65% | 74% | 109 | 1 | |
| C••••• I••••••••• G•••• independent RIA | $1.5B | +18% | 21 | $73.4M | 64% | 80% | 45 | 4 | |
| R••••• W••••• M••••••••• independent RIA | $1.5B | +11% | 11 | $140M | 94% | 87% | 85 | 1 | |
| S•••••••• W••••• G•••• independent RIA | $1.5B | +48% | 23 | $66.8M | 98% | 70% | 153 | 8 | |
| B•••••• F•••••••• S••••••• G•••• independent RIA | $1.5B | +19% | 25 | $61.4M | 91% | 85% | 34 | 6 | |
| S••••••• W••••• M••••••••• L•• independent RIA | $1.5B | -1.8% | 35 | $43.8M | 98% | 80% | 42 | 23 | |
| T•••• W••••• P•••••••• L•• independent RIA | $1.5B | +259% | 45 | $33.9M | 100% | 56% | 87 | 30 | |
| T••••• F•••••••• P•••••••• L•• independent RIA | $1.5B | +17% | 16 | $95.1M | 81% | 85% | 48 | 1 | |
| T••••••• independent RIA | $1.5B | +19% | 18 | $84.5M | 100% | 72% | 84 | 3 | |
| A••••• W••••• P•••••••• L•• independent RIA | $1.5B | +15% | 12 | $127M | 87% | 74% | 86 | 4 | |
| M•••••• F•••••••• P••••••• independent RIA | $1.5B | +20% | 9 | $168M | 98% | 68% | 49 | 1 | |
| A••••• I••••••••• M••••••••• independent RIA | $1.5B | +12% | 7 | $217M | 91% | 80% | 109 | 1 | |
| L••••• F•••••••• A•••••••• I••• independent RIA | $1.5B | +21% | 13 | $117M | 99% | 89% | 82 | 3 | |
| E••••••• I••••••••• A•••••••• I••• independent RIA | $1.5B | +14% | 6 | $253M | 85% | 87% | 52 | 1 | |
| R•• S••••••••• I••• BD affiliated | $1.5B | -4.8% | 123 | $12.3M | 78% | 69% | 11 | 25 | |
| J••• G• U••••• • A••••••••• I•• independent RIA | $1.5B | +11% | 23 | $65.7M | 98% | 79% | 43 | 4 | |
| A•••• C•••••• G••••• L•• independent RIA | $1.5B | +23% | 22 | $68.3M | 94% | 70% | 100 | 6 | 2 |
| K••••• W•••••• L•• independent RIA | $1.5B | +226% | 45 | $33.4M | 100% | 61% | 65 | 9 | |
| D•••• W••••• A••••••• independent RIA | $1.5B | -31% | 17 | $88.3M | 97% | 88% | 63 | 3 | |
| T•••• B••••• A••••••• independent RIA | $1.5B | +13% | 7 | $213M | 92% | 86% | 109 | 1 | 2 |
| P••• G•••• F•••••••• G•••• independent RIA | $1.5B | +20% | 14 | $107M | 100% | 75% | 100 | 4 | |
| W•••••• • C•••••• independent RIA | $1.5B | +30% | 9 | $166M | 100% | 70% | 82 | 1 | |
| R••••••••• I••••••••• A••••••• I•• independent RIA | $1.5B | +17% | 8 | $186M | 97% | 71% | 175 | 2 | |
| A••••••• C•••••• S••••••••• L•• independent RIA | $1.5B | +16% | 16 | $93.1M | 80% | 85% | 48 | 3 | |
| A••••• I••••••••• A••••••• L•• independent RIA | $1.5B | +31% | 12 | $124M | 65% | 81% | 79 | 3 | |
| Q•••••• F•••••••• A•••••••• L•• independent RIA | $1.5B | +21% | 15 | $98.9M | 99% | 81% | 30 | 5 | |
| A••••• A••••••• independent RIA | $1.5B | +21% | 13 | $114M | 92% | 77% | 82 | 1 | |
| C•••••• F•••••••• G••••• I•• independent RIA | $1.5B | +23% | 7 | $212M | 99% | 63% | 402 | 1 | |
| C••••••• A••••••••• I••• independent RIA | $1.5B | -6.6% | 4 | $370M | 90% | 88% | 150 | 1 | |
| T•• M••••••••• I•• independent RIA | $1.5B | +15% | 30 | $49.3M | 100% | 56% | 86 | 2 | |
| E••••••• A••••••••• I••• independent RIA | $1.5B | +20% | 11 | $134M | 98% | 78% | 110 | 3 | |
| H•• W••••• A•••••••• L•• independent RIA | $1.5B | +4.6% | 12 | $123M | 96% | 77% | 98 | 3 | |
| H•••• W•••••• L•• independent RIA | $1.5B | 22 | $66.8M | 95% | 80% | 64 | 3 | ||
| R•••• W••••• A••••••• L•• independent RIA | $1.5B | +17% | 16 | $91.8M | 96% | 84% | 55 | 3 | |
| C•• W••••• A•••••••• L••• independent RIA | $1.5B | +14% | 12 | $122M | 98% | 69% | 72 | 10 | |
| M••••• W••••• A•••••••• L•• independent RIA | $1.5B | +17% | 8 | $182M | 84% | 82% | 125 | 1 | |
| F•••• F•••••••• independent RIA | $1.5B | +21% | 15 | $97.2M | 100% | 56% | 312 | 2 | |
| C••• S••••• P••••••• A•••• M••••••••• independent RIA | $1.4B | -2.9% | 6 | $241M | 88% | 78% | 301 | 3 | |
| A•••••• F••••••••• L•• independent RIA | $1.4B | +63% | 20 | $72.4M | 100% | 79% | 63 | 7 | |
| C••••••• N••••• A•••• M••••••••• I•• independent RIA | $1.4B | +12% | 4 | $361M | 75% | 58% | 356 | 1 | |
| P•••••••• W••••• P••••••• independent RIA | $1.4B | +15% | 19 | $75.7M | 91% | 76% | 65 | 8 | |
| I•••••• P•••••••• L•• independent RIA | $1.4B | +11% | 9 | $160M | 89% | 89% | 40 | 1 | |
| B•• C••••• A••••••• independent RIA | $1.4B | +34% | 29 | $49.5M | 97% | 61% | 91 | 17 | |
| J•• W••••• M••••••••• L•• independent RIA | $1.4B | +19% | 18 | $79.5M | 94% | 86% | 43 | 2 | |
| T••• P•••••• W••••• A•••••••• L•• independent RIA | $1.4B | +13% | 11 | $130M | 98% | 67% | 143 | 2 | |
| U••••• A•••••• G•••• independent RIA | $1.4B | +31% | 55 | $25.9M | 96% | 50% | 116 | 33 | |
| R•••••• W••••• P•••••••• L•• independent RIA | $1.4B | +20% | 14 | $102M | 97% | 89% | 48 | 3 | |
| F••••••• W••••• A•••••••• L•• independent RIA | $1.4B | +14% | 45 | $31.6M | 96% | 71% | 39 | 29 | 2 |
| A••••••• W••••• A••••••• independent RIA | $1.4B | +40% | 10 | $142M | 97% | 75% | 94 | 10 | |
| S•••••• F•••••••• A•••••••• L•• independent RIA | $1.4B | +32% | 14 | $101M | 81% | 61% | 91 | 7 | |
| C•••• A••••••• I••• independent RIA | $1.4B | +9.6% | 20 | $70.4M | 86% | 78% | 55 | 8 | 1 |
| M•• F•••••••• independent RIA | $1.4B | +20% | 8 | $176M | 97% | 79% | 166 | 2 | |
| A•••••• W••••• M••••••••• I••• independent RIA | $1.4B | +14% | 29 | $48.3M | 71% | 82% | 40 | 2 | |
| W•••• R•••• P••••• W••••• M••••••••• L•• independent RIA | $1.4B | +24% | 7 | $200M | 97% | 87% | 96 | 6 |
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.