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.
17,149 practices match
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| CRAYHILL CAPITAL MANAGEMENT LP asset manager | $2.5B | +4.8% | 0.0% | 1 | 16 | ||||
| ALPHASTAR CAPITAL MANAGEMENT independent RIA | $2.5B | +36% | 153 | $16.3M | 90% | 35% | 55 | 87 | |
| FAIRVIEW CAPITAL PARTNERS, LLC asset manager | $2.5B | -3.8% | 0.0% | 2 | 26 | ||||
| H••• V••••••• M••••••••• L• asset manager | $2.5B | +32% | 0.0% | 1 | 5 | ||||
| B•••••• L••• A••••••• S•••••••• I••• BD affiliated | $2.5B | +28% | 534 | $4.7M | 99% | 4.0% | 27 | 137 | |
| W••••••• C•••••• P••••••• L•• asset manager | $2.5B | +36% | 0.0% | 1 | 5 | ||||
| S••••• H••• E••••• P•••••••• L• asset manager | $2.5B | +8.1% | 0.0% | 1 | 3 | ||||
| C••••••••• W••••• independent RIA | $2.5B | +18% | 30 | $82.9M | 98% | 60% | 79 | 9 | |
| C••••••••• A•••• M••••••••• L•• asset manager | $2.5B | +7466% | 1 | $2.5B | 0.0% | 2 | 2 | ||
| T•• M••••••••• A••••••••• L•• asset manager | $2.5B | +3.1% | 0.0% | 1 | 48 | ||||
| S•••••• C•••••• P••••••• other | $2.5B | +7.2% | 9 | $276M | 11% | 98% | 5 | 3 | |
| T•• I••••••••• H•••• L•• independent RIA | $2.5B | +13% | 8 | $310M | 59% | 99% | 31 | 2 | |
| W•••••• P••••••• independent RIA | $2.5B | +16% | 5 | $496M | 62% | 99% | 51 | 2 | |
| R•••••• I••••••••• M••••••••• L••• asset manager | $2.5B | -2.9% | 1 | $2.5B | 3.3% | 74% | 142 | 1 | |
| L•• A•••••••• L•• independent RIA | $2.5B | +8.3% | 8 | $309M | 65% | 95% | 62 | 3 | |
| R••••••• P•••••••• L•• other | $2.5B | +29% | 6 | $412M | 5.4% | 100% | 1 | ||
| O•• C•••• A•••• M••••••••• L••• asset manager | $2.5B | +29% | 0.0% | 3 | 7 | ||||
| K•••• C•••••• L• asset manager | $2.5B | +14% | 0.0% | 2 | 7 | ||||
| C•••• I••••••••• M••••••••• L•• asset manager | $2.5B | -19% | 0.0% | 6 | 8 | ||||
| S•••••• C•••••• M••••••••• asset manager | $2.5B | +5.8% | 0.0% | 3 | 8 | ||||
| A•••• V••••••• asset manager | $2.5B | 0.0% | 1 | 91 | |||||
| O•••• A•••••••• L•• independent RIA | $2.5B | +18% | 10 | $246M | 81% | 87% | 69 | 3 | |
| I•••••••• A• asset manager | $2.5B | +4.9% | 0.0% | 2 | 4 | ||||
| E••••••• A••••••• independent RIA | $2.5B | +31% | 36 | $68.4M | 96% | 78% | 63 | 3 | |
| S•••••• R••• • C••• L•• independent RIA | $2.5B | +14% | 12 | $205M | 94% | 89% | 101 | 1 | |
| F•••••••• F•••• institutional | $2.5B | -52% | 1 | $2.5B | 0.0% | 2 | |||
| T••• I••••••••• M••••••••• asset manager | $2.5B | +28% | 0.0% | 2 | 1 | ||||
| M••••• C•••••• M••••••••• L•• asset manager | $2.5B | +15% | 0.0% | 3 | 15 | ||||
| F•••• G••••• A••••••• L•• asset manager | $2.5B | +149% | 0.0% | 1 | 122 | ||||
| S• • C••• I••• independent RIA | $2.5B | +7.8% | 60% | 99% | 1 | 6 | |||
| U••••••••• ••• L•• asset manager | $2.5B | -13% | 0.0% | 1 | |||||
| U•••• I••••••••• A••••••• other | $2.5B | -4.1% | 4.8% | 100% | 2 | ||||
| A••••••• A•••• A•••••••• L•• asset manager | $2.5B | +109% | 0.0% | 2 | 2 | ||||
| A••••• C•••••• M••••••••• L• asset manager | $2.5B | +40% | 0.0% | 1 | 3 | ||||
| R•• A••••••• L•• independent RIA | $2.4B | +15% | 7 | $350M | 100% | 96% | 64 | 1 | |
| S••••• O•• S••••••••• I••• BD affiliated | $2.4B | +21% | 117 | $20.9M | 98% | 40% | 74 | 86 | |
| C•• I••••••••• P•••••••• L•• asset manager | $2.4B | +35% | 0.0% | 1 | 2 | ||||
| J•••• T•••••• I••••••••• P•••••••• L•• independent RIA | $2.4B | +33% | 37 | $66.1M | 70% | 79% | 46 | 3 | 1 |
| R••••••••• R•••••••• I••••••••• C••••••••• institutional | $2.4B | +23% | 2 | $1.2B | 6.5% | 82% | 61 | 1 | |
| M•••••• C•••••• M••••••••• L•• other | $2.4B | -0.2% | 4 | $611M | 17% | 100% | 1 | ||
| B•••••• C•••••• M••••••••• asset manager | $2.4B | +43% | 0.0% | 4 | 43 | ||||
| M••••••• P••••••• L• asset manager | $2.4B | +31% | 0.0% | 1 | 17 | ||||
| D••••• I••••• I••••••••• L•• asset manager | $2.4B | +7.3% | 0.0% | 1 | |||||
| B•••••• P•••• C•••••• A•••••••• L•• asset manager | $2.4B | +12% | 0.0% | 1 | 8 | ||||
| I••••••• C•••••• P••••••• ••• L•• asset manager | $2.4B | +9.4% | 0.0% | 2 | |||||
| L•••••••• C•••••• M••••••••• C••• L•• asset manager | $2.4B | +17% | 0.0% | 3 | 6 | ||||
| G•••••• F•••••••• P••••••• independent RIA | $2.4B | +20% | 16 | $152M | 100% | 96% | 41 | 5 | |
| G••••••• I••••••••• A•••••••• I••••••••• independent RIA | $2.4B | +3.6% | 11 | $222M | 90% | 94% | 41 | 1 | |
| 6•• C•••••• M••••••••• L•• asset manager | $2.4B | +9.6% | 0.0% | 1 | 1 | ||||
| L••• F•••• C•••••• M••••••••• L•• asset manager | $2.4B | +43% | 0.0% | 1 | 1 | ||||
| S• O•• C•••••• M••••••••• L• asset manager | $2.4B | +17% | 0.0% | 2 | 19 | ||||
| P•••••• A•••• M••••••••• L•• other | $2.4B | +14% | 5 | $487M | 16% | 98% | 14 | 1 | 1 |
| H••• A•• R••••••• I••• independent RIA | $2.4B | +20% | 11 | $221M | 92% | 82% | 123 | 5 | |
| B•••••••• A•••• M••••••••• S•••••• A• asset manager | $2.4B | +51% | 0.0% | 2 | |||||
| P•••••• asset manager | $2.4B | +14% | 1 | $2.4B | 0.0% | 2 | 4 | ||
| 3••• R••• I••••••••• M••••••••• L•• other | $2.4B | -13% | 0.0% | 3 | 16 | ||||
| B••••••••• L• other | $2.4B | +9.1% | 17% | 1 | |||||
| N•••••• • P•••• A••••••• L•• independent RIA | $2.4B | +4.7% | 2 | $1.2B | 90% | 99% | 53 | 1 | |
| C•••••• A••••••• L•• asset manager | $2.4B | -32% | 0.0% | 4 | 8 | ||||
| T•• M•••••••• R••• E••••• G••••• L• asset manager | $2.4B | +3.5% | 0.0% | 2 | 3 |
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.