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 |
|---|---|---|---|---|---|---|---|---|---|
| LAUREL OAK WEALTH MANAGEMENT, LLC independent RIA | $1.4B | 15 | $93.3M | 95% | 81% | 309 | 3 | ||
| ACORN FINANCIAL ADVISORY SERVICES, INC. independent RIA | $1.4B | +13% | 18 | $77.7M | 85% | 73% | 144 | 7 | |
| SYNTEGRA PRIVATE WEALTH GROUP LLC independent RIA | $1.4B | +17% | 12 | $116M | 100% | 63% | 176 | 4 | |
| S••••••• C•••••• M••••••••• independent RIA | $1.4B | +16% | 20 | $69.4M | 96% | 66% | 118 | 4 | |
| J•••••• W••••• M••••••••• independent RIA | $1.4B | +47% | 16 | $86.7M | 96% | 79% | 54 | 2 | |
| T•• P••••••• F•••••••• G•••• independent RIA | $1.4B | +17% | 43 | $32.2M | 94% | 73% | 73 | 7 | |
| L•••• F••• C•••••• M••••••••• independent RIA | $1.4B | +12% | 6 | $230M | 85% | 69% | 555 | 2 | |
| L•• W••••• M••••••••• L•• independent RIA | $1.4B | +28% | 13 | $106M | 76% | 66% | 115 | 3 | |
| T•• P••••••• C•••••• I••• independent RIA | $1.4B | +16% | 10 | $137M | 96% | 75% | 90 | 7 | |
| A••••••• F•••••••• L•• independent RIA | $1.4B | +20% | 12 | $114M | 100% | 76% | 98 | 3 | |
| J• L• B••••••••• • C••• I••• independent RIA | $1.4B | +14% | 6 | $229M | 98% | 87% | 138 | 1 | |
| O••• B••••• W••••• G•••• L•• independent RIA | $1.4B | +37% | 22 | $62.3M | 96% | 66% | 82 | 11 | |
| T•• I•••••••• independent RIA | $1.4B | +19% | 13 | $105M | 97% | 90% | 62 | 7 | 2 |
| N••• L•••• P•••••• L•• independent RIA | $1.4B | +30% | 13 | $105M | 90% | 78% | 61 | 1 | |
| M••••••• • E••• L•• independent RIA | $1.4B | +29% | 6 | $227M | 100% | 72% | 215 | 3 | |
| O•• D•• I• J••• L•• independent RIA | $1.4B | +25% | 14 | $97.4M | 97% | 70% | 97 | 10 | |
| W••••••••• F•••••••• A••••••• C••• independent RIA | $1.4B | +11% | 40 | $34.0M | 90% | 66% | 48 | 21 | |
| 1•• W••••• A•••••••• L•• independent RIA | $1.4B | +29% | 6 | $227M | 94% | 62% | 220 | 1 | |
| S••••••• F••••••••• L••• C•• independent RIA | $1.4B | +24% | 46 | $29.5M | 97% | 78% | 61 | 8 | |
| G•••••• G•••••• • S••••• L•• independent RIA | $1.4B | +11% | 8 | $169M | 97% | 86% | 104 | 11 | |
| T•••• I••••••••• M••••••••• I••• independent RIA | $1.4B | +5.4% | 8 | $169M | 100% | 65% | 148 | 2 | |
| I••••••• A•••••••• L•• independent RIA | $1.4B | +14% | 9 | $150M | 95% | 68% | 111 | 2 | |
| M•••••• F••••••••• T•••••• L•• independent RIA | $1.4B | +17% | 10 | $135M | 100% | 84% | 91 | 12 | |
| M•• C•••••• A••••••• L•• independent RIA | $1.3B | +23% | 20 | $67.3M | 74% | 61% | 113 | 6 | |
| W••••• A••••••• G•••• independent RIA | $1.3B | +19% | 10 | $134M | 79% | 72% | 101 | 1 | |
| L••••••• P•••••• A•••• M••••••••• L•• independent RIA | $1.3B | +20% | 5 | $268M | 97% | 89% | 109 | 1 | |
| P•••• C•••••• M••••••••• L•• independent RIA | $1.3B | +11% | 7 | $192M | 97% | 83% | 138 | 12 | |
| F•• W••••• A••••••• independent RIA | $1.3B | +18% | 14 | $95.7M | 90% | 82% | 52 | 2 | 2 |
| C•••••• W••••• S•••••••• L•• independent RIA | $1.3B | +39% | 14 | $95.7M | 95% | 89% | 59 | 2 | |
| H••••• A••••••••• L•• independent RIA | $1.3B | +11% | 16 | $83.7M | 91% | 80% | 75 | 2 | |
| V•••••• F•••••••• independent RIA | $1.3B | +95% | 55 | $24.3M | 99% | 56% | 53 | 33 | |
| E•••••• W••••• M••••••••• L•• independent RIA | $1.3B | +13% | 23 | $57.8M | 99% | 87% | 24 | 8 | |
| F•••••••• F•••••••• A••••••• independent RIA | $1.3B | +14% | 51 | $26.1M | 99% | 73% | 42 | 14 | 2 |
| C•• F•••••••• A••••••• L•• independent RIA | $1.3B | +11% | 7 | $190M | 99% | 87% | 115 | 2 | |
| C••••••••• • A••••••••• independent RIA | $1.3B | +13% | 7 | $190M | 100% | 66% | 220 | 1 | |
| S••••• L••• C••••••• L•• independent RIA | $1.3B | +83% | 24 | $55.2M | 50% | 72% | 47 | 5 | |
| I••• G••• G••••• A••••••• independent RIA | $1.3B | 8 | $165M | 83% | 82% | 220 | 2 | ||
| R•••• • G•••••• W••••• M••••••••• independent RIA | $1.3B | +28% | 18 | $73.5M | 100% | 86% | 47 | 2 | |
| S••••••••• G••••• • K••• • W••••• A••••••• independent RIA | $1.3B | +8.9% | 9 | $147M | 99% | 88% | 77 | 3 | |
| L••• O•• P•••••• W•••••• L•• independent RIA | $1.3B | +24% | 10 | $132M | 96% | 90% | 48 | 2 | |
| P••••••••• P••••••• G•••• independent RIA | $1.3B | +13% | 9 | $146M | 99% | 73% | 142 | 2 | |
| C•••••• I••••••••• S••••••• O• A•••••• I•• independent RIA | $1.3B | +19% | 9 | $146M | 82% | 83% | 100 | 1 | |
| V••••• N••••••• A••••••• I•• independent RIA | $1.3B | +16% | 13 | $101M | 99% | 82% | 104 | 3 | |
| B••••• P••••• F•••••••• A•••••••• L•• independent RIA | $1.3B | +17% | 8 | $164M | 75% | 67% | 378 | 6 | |
| B••••• F•••••••• G•••• independent RIA | $1.3B | +15% | 8 | $163M | 100% | 86% | 132 | 1 | |
| M•••••• P••••••• independent RIA | $1.3B | +19% | 40 | $32.6M | 96% | 64% | 51 | 27 | |
| S•••••• A•••• M••••••••• L•• independent RIA | $1.3B | +23% | 10 | $130M | 55% | 52% | 115 | 9 | 1 |
| B••••• I••••••••• A••••••• L•• independent RIA | $1.3B | +17% | 12 | $108M | 85% | 81% | 92 | 3 | |
| S••••••••• A•••• M••••••••• L•• independent RIA | $1.3B | +23% | 22 | $58.7M | 99% | 81% | 44 | 5 | |
| I••• W••••• A•••••••• L•• independent RIA | $1.3B | +33% | 8 | $161M | 97% | 89% | 109 | 3 | |
| C•••••• I••••••• S••••••• I•• independent RIA | $1.3B | +6.4% | 10 | $128M | 68% | 90% | 59 | 1 | |
| A••••••• F•••••••• A••••••• I•• independent RIA | $1.3B | +23% | 6 | $213M | 100% | 84% | 133 | 3 | |
| M••••••• P••••••• L•• independent RIA | $1.3B | -0.6% | 23 | $55.6M | 76% | 50% | 49 | 4 | 4 |
| C•••••• A••••••••• I••• independent RIA | $1.3B | +15% | 8 | $160M | 100% | 84% | 83 | 2 | |
| P••••••• F•••••••• A•••••••• L•• independent RIA | $1.3B | +15% | 8 | $159M | 84% | 84% | 84 | 2 | |
| P••• W••••••• I••• independent RIA | $1.3B | +9.2% | 11 | $116M | 98% | 55% | 220 | 11 | |
| F•••••••• C••••••• L•• independent RIA | $1.3B | +16% | 7 | $182M | 100% | 88% | 93 | 1 | |
| A••• W•••••• L•• independent RIA | $1.3B | +32% | 12 | $106M | 89% | 83% | 92 | 7 | |
| B••••• C•••••• M••••••••• L•• independent RIA | $1.3B | +19% | 17 | $74.7M | 99% | 51% | 121 | 4 | |
| P••• R• R••• F•••••••• G••••• L•• independent RIA | $1.3B | +19% | 9 | $141M | 100% | 74% | 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.