DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Practices
What each practice looks like, from what it filed
A 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.
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| VESTMARK ADVISORY SOLUTIONS, INC. independent RIA | $50B | +398% | 8 | $6.2B | 100% | 1 | |||
| CANTERBURY CONSULTING INCORPORATED independent RIA | $46B | +521% | 24 | $1.9B | 87% | 100% | 3 | 16 | |
| BELLE HAVEN INVESTMENTS, L.P. independent RIA | $24B | +14% | 20 | $1.2B | 84% | 59% | 1,332 | 1 | 1 |
| GEOWEALTH MANAGEMENT LLC independent RIA | $18B | +29% | 19 | $925M | 95% | 42% | 2,654 | 2 | |
| CAPITAL WEALTH PLANNING, LLC independent RIA | $17B | +51% | 11 | $1.6B | 56% | 27% | 1,111 | 2 | |
| CV ADVISORS LLC independent RIA | $15B | +17% | 4 | $3.8B | 87% | 100% | 1 | 14 | |
| CIRCLE WEALTH MANAGEMENT, LLC independent RIA | $14B | +13% | 10 | $1.4B | 93% | 100% | 2 | ||
| SAROFIM TRUST CO independent RIA | $13B | +6.5% | 15 | $864M | 72% | 100% | 1 | ||
| LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP independent RIA | $13B | -0.6% | 10 | $1.3B | 95% | 100% | 1 | ||
| ASSET PRESERVATION ADVISORS, LLC independent RIA | $11B | +3.7% | 13 | $850M | 83% | 94% | 211 | 2 | |
| FIDUCIARY COUNSELLING INC independent RIA | $10B | +5.8% | 17 | $592M | 88% | 93% | 97 | 2 | |
| CHOATE INVESTMENT ADVISORS independent RIA | $10B | +13% | 15 | $670M | 94% | 100% | 41 | 1 | 3 |
| CRAWFORD INVESTMENT COUNSEL INC independent RIA | $9.1B | +7.6% | 22 | $415M | 66% | 95% | 88 | 2 | |
| NICHOLAS HOFFMAN & COMPANY, LLC independent RIA | $8.3B | +15% | 13 | $636M | 95% | 99% | 31 | 3 | 1 |
| PROFICIO CAPITAL PARTNERS LLC independent RIA | $8.2B | +46% | 2 | $4.1B | 88% | 100% | 2 | ||
| R M DAVIS INC independent RIA | $8.2B | +12% | 22 | $371M | 93% | 91% | 106 | 3 | |
| MARSHFIELD ASSOCIATES independent RIA | $8.1B | +8.3% | 10 | $812M | 58% | 73% | 395 | 1 | |
| HUMAN INTEREST ADVISORS LLC independent RIA | $8.1B | +23% | 2 | $4.1B | 100% | 3.3% | 396,529 | 1 | |
| D.F. DENT AND COMPANY, INC. independent RIA | $7.9B | -8.4% | 7 | $1.1B | 58% | 99% | 144 | 1 | |
| BROWN ADVISORY independent RIA | $7.6B | +3.4% | 17 | $445M | 73% | 100% | 10 | 3 | 16 |
| MILLER INVESTMENT MANAGEMENT, LP independent RIA | $7.1B | +25% | 6 | $1.2B | 89% | 100% | 26 | 2 | 12 |
| CANNELL & SPEARS LLC independent RIA | $7.0B | +11% | 23 | $304M | 91% | 98% | 104 | 2 | 2 |
| PROWELL FINANCIAL MANAGEMENT, LLC independent RIA | $6.9B | -15% | 3 | $2.3B | 97% | 99% | 19 | 2 | |
| PROVIDENT TRUST COMPANY independent RIA | $6.9B | +3.6% | 5 | $1.4B | 85% | 100% | 198 | 1 | |
| ASPEN GROVE CAPITAL, LLC independent RIA | $6.7B | +15% | 9 | $741M | 100% | 2 | |||
| DOUGLASS WINTHROP ADVISORS LLC independent RIA | $6.5B | +11% | 10 | $646M | 91% | 94% | 125 | 3 | |
| BECK, MACK & OLIVER LLC independent RIA | $6.2B | +4.6% | 8 | $773M | 83% | 97% | 189 | 2 | 19 |
| KCM INVESTMENT ADVISORS independent RIA | $6.0B | +2.8% | 7 | $860M | 88% | 96% | 213 | 1 | |
| INDEX FUND ADVISORS, INC. independent RIA | $5.9B | +11% | 17 | $349M | 88% | 83% | 123 | 1 | |
| EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT independent RIA | $5.8B | 4 | $1.5B | 99% | 99% | 243 | 1 | ||
| THREADLINE WEALTH independent RIA | $5.8B | +21% | 22 | $262M | 90% | 100% | 53 | 3 | |
| KLINGMAN AND ASSOCIATES, LLC independent RIA | $5.7B | +17% | 9 | $629M | 78% | 98% | 78 | 1 | |
| BALENTINE independent RIA | $5.5B | +4.7% | 17 | $326M | 72% | 100% | 26 | 2 | 6 |
| 71 WEST CAPITAL PARTNERS independent RIA | $5.5B | 6 | $918M | 99% | 100% | 29 | 2 | ||
| CRESCENT GROVE ADVISORS independent RIA | $5.5B | +10% | 21 | $262M | 93% | 99% | 15 | 3 | |
| CONSTELLATION WEALTH ADVISORS independent RIA | $5.4B | +16% | 15 | $360M | 77% | 100% | 27 | 2 | 4 |
| DAVID VAUGHAN INVESTMENTS, LLC independent RIA | $5.3B | +8.1% | 23 | $232M | 73% | 95% | 51 | 2 | |
| GENTRUST independent RIA | $5.2B | +17% | 22 | $236M | 96% | 100% | 12 | 2 | |
| LEGACY ADVISORS, LLC independent RIA | $5.2B | +24% | 19 | $272M | 94% | 98% | 16 | 1 | |
| GENTER CAPITAL MANAGEMENT independent RIA | $5.1B | +13% | 21 | $243M | 83% | 68% | 194 | 2 | |
| NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC independent RIA | $5.1B | +70% | 12 | $424M | 60% | 99% | 31 | 3 | |
| THE PACIFIC FINANCIAL GROUP, INC. independent RIA | $5.1B | +23% | 14 | $362M | 99% | 9.9% | 1,201 | 1 | |
| WELLSPRING FAMILY OFFICE independent RIA | $5.1B | +20% | 9 | $562M | 99% | 98% | 15 | 1 | |
| RIVERBRIDGE independent RIA | $5.0B | -27% | 12 | $419M | 64% | 100% | 290 | 1 | |
| CHICAGO CAPITAL, LLC independent RIA | $4.8B | +7.7% | 11 | $438M | 97% | 98% | 74 | 1 | |
| BROWNSON, REHMUS & FOXWORTH, INC. independent RIA | $4.8B | +12% | 16 | $299M | 94% | 100% | 3 | ||
| KLINGENSTEIN FIELDS ADVISORS independent RIA | $4.7B | -0.8% | 5 | $940M | 84% | 98% | 247 | 2 | 12 |
| BRAGG FINANCIAL ADVISORS INC independent RIA | $4.7B | +20% | 15 | $311M | 72% | 92% | 102 | 1 | |
| HERITAGE INVESTORS MANAGEMENT CORP independent RIA | $4.6B | +11% | 9 | $515M | 87% | 98% | 76 | 1 | |
| TWIN FOCUS CAPITAL PARTNERS, LLC independent RIA | $4.6B | +13% | 16 | $287M | 98% | 100% | 5 | 1 | 6 |
| CLIFFORD SWAN INVESTMENT COUNSELORS independent RIA | $4.5B | +8.2% | 17 | $264M | 84% | 97% | 52 | 1 | |
| ACCREDITED INVESTORS WEALTH MANAGEMENT independent RIA | $4.4B | +19% | 3 | $1.5B | 99% | 98% | 314 | 1 | |
| SAND HILL GLOBAL ADVISORS, LLC independent RIA | $4.4B | +13% | 20 | $220M | 83% | 99% | 27 | 2 | |
| SYON CAPITAL LLC independent RIA | $4.4B | +49% | 12 | $365M | 98% | 100% | 1 | 8 | |
| TRILLIUM ASSET MANAGEMENT independent RIA | $4.3B | -14% | 12 | $359M | 53% | 33% | 144 | 2 | |
| SAGE FINANCIAL GROUP INC. independent RIA | $4.3B | +18% | 20 | $215M | 96% | 96% | 55 | 3 | 4 |
| SAGE MOUNTAIN ADVISORS, LLC independent RIA | $4.3B | +27% | 21 | $204M | 94% | 100% | 9 | 1 | 3 |
| TURTLE CREEK TRUST independent RIA | $4.3B | +17% | 3 | $1.4B | 99% | 100% | 34 | 1 | |
| REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC independent RIA | $4.2B | +7.9% | 21 | $201M | 70% | 98% | 34 | 1 | |
| ZWJ INVESTMENT COUNSEL INC independent RIA | $4.2B | +9.6% | 13 | $325M | 90% | 96% | 76 | 1 |
Page 1 of 83Next
4,932 practices match (Independent boutique). 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.