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 |
|---|---|---|---|---|---|---|---|---|---|
| MADISON INTERNATIONAL REALTY HOLDINGS, LLC asset manager | $6.3B | -3.1% | 0.0% | 7 | 26 | ||||
| FIRST RESERVE asset manager | $6.3B | +9.2% | 0.0% | 2 | 25 | ||||
| WINSHORE CAPITAL PARTNERS LP asset manager | $6.3B | +12% | 0.0% | 1 | |||||
| G••••• • C•••••• independent RIA | $6.3B | +13% | 39 | $162M | 92% | 85% | 94 | 31 | |
| L••••••• M••••••••• L•• other | $6.3B | +7.9% | 0.0% | 1 | 2 | ||||
| B•••••• P•••••••• L• asset manager | $6.3B | +35% | 0.0% | 1 | 12 | ||||
| A•••••• L••••••••• L•• asset manager | $6.3B | +27% | 2 | $3.1B | 0.0% | 2 | |||
| S••••• A••••••• S••••••• L•• independent RIA | $6.3B | +55% | 1 | $6.3B | 99% | 100% | 2 | 3 | |
| G•• R••••• C•••••• asset manager | $6.3B | +1.3% | 0.0% | 1 | 15 | ||||
| K••••• A•••••••• I••• BD affiliated | $6.3B | +13% | 258 | $24.3M | 89% | 50% | 50 | 199 | |
| T•• W••••• C••••••••• G•••• independent RIA | $6.3B | +15% | 131 | $47.9M | 94% | 74% | 97 | 51 | |
| N••• P••• P••••••••• L•• institutional | $6.3B | +38% | 2 | $3.1B | 0.0% | 2 | |||
| K••••••••• E••••• M••••••••• C••••••• L•• asset manager | $6.3B | +34% | 0.0% | 3 | 24 | ||||
| J• S•••• A•••• M••••••••• C••••••••• independent RIA | $6.3B | +36% | 9 | $695M | 92% | 97% | 375 | 3 | 7 |
| C••••••••• W•••••• L•• independent RIA | $6.3B | +29% | 223 | $28.0M | 93% | 38% | 99 | 109 | |
| P••••••• A•••• M••••••••• L••• asset manager | $6.2B | +1.2% | 0.0% | 5 | 13 | ||||
| G••••••• I••••••••• M••••••••• L• mixed wealth | $6.2B | -12% | 6 | $1.0B | 28% | 100% | 153 | 1 | |
| A••••• C•••••• P••••••• M••••••••• V• L••• asset manager | $6.2B | -3.6% | 0.0% | 1 | 13 | ||||
| F•••••••• R••••• A••••••• L•• asset manager | $6.2B | +20% | 0.0% | 1 | 10 | ||||
| B••••••••• C•••••• A•••••••• L•• asset manager | $6.2B | +1.6% | 0.0% | 1 | 34 | ||||
| B•••• M••• • O••••• L•• independent RIA | $6.2B | +4.6% | 8 | $773M | 83% | 97% | 189 | 2 | 19 |
| S••••••• F•••••••• I••••••••• A••••••• L•• institutional | $6.2B | +25% | 25 | $247M | 9.9% | 76% | 36 | 7 | |
| B•• A•••• M••••••••• C•••• other | $6.2B | +19% | 1 | $6.2B | 0.0% | 1 | 16 | ||
| T••• A•••• M••••••••• L•• institutional | $6.2B | +21% | 4 | $1.5B | 3.7% | 100% | 11 | 1 | |
| A•••••• C•••••• C••••• A••••••• L•• asset manager | $6.2B | +96% | 0.0% | 5 | |||||
| R••••••••• C•••••• M••••••••• L•• asset manager | $6.2B | -0.2% | 9 | $685M | 0.0% | 2 | 5 | ||
| R•••••••• C•••••• M••••••••• L••• asset manager | $6.2B | -1.5% | 0.0% | 4 | 14 | ||||
| T•••••• C•••••• N•••• A•••••• L•• asset manager | $6.2B | -5.0% | 0.0% | 1 | 29 | ||||
| A• F•• M••••••••• L•• asset manager | $6.2B | +28% | 0.0% | 1 | 6 | ||||
| F•••••• S••••• asset manager | $6.2B | +3.5% | 0.0% | 2 | 7 | ||||
| P••••••••• I••••••••• A•••••••• L•• asset manager | $6.2B | +36% | 0.0% | 6 | 12 | ||||
| L•••• I••••••••• P•••••••• L• asset manager | $6.2B | -19% | 0.0% | 1 | 21 | ||||
| P•••••• W••• I• I••••••••• M••••••••• L•• asset manager | $6.1B | +34% | 0.0% | 1 | 6 | ||||
| P•••• C•••••• C•••••• L•• other | $6.1B | -17% | 0.0% | 3 | 3 | ||||
| B••• P••••••• asset manager | $6.1B | +17% | 0.0% | 9 | 26 | ||||
| V••••• R•••• P•••••••• L•• asset manager | $6.1B | +31% | 0.0% | 4 | 9 | ||||
| B•• P••••••• L••• asset manager | $6.1B | +8.2% | 0.0% | 2 | 4 | ||||
| S•• BD affiliated | $6.1B | +7.9% | 477 | $12.8M | 96% | 29% | 64 | 337 | |
| E•• C•••••• L• asset manager | $6.1B | -6.3% | 0.7% | 20% | 2 | ||||
| L• C•••••• G••••• L•• institutional | $6.1B | +5.8% | 0.0% | 1 | |||||
| V••• C••••••• L•• asset manager | $6.1B | +15% | 0.0% | 6 | 16 | ||||
| S••••• C•••••• M••••••••• L• other | $6.1B | +15% | 2.6% | 100% | 1 | 2 | |||
| W••••• E••••• P••••••• M••••••• L••• asset manager | $6.1B | +18% | 0.0% | 5 | |||||
| H•••••• C•••••• M••••••••• L•• asset manager | $6.1B | -27% | 0.0% | 10 | 5 | ||||
| C•••••• C•••••• asset manager | $6.1B | +85% | 0.0% | 3 | 3 | ||||
| V••••• V•••• P••••••• L•• other | $6.1B | -23% | 8 | $760M | 8.2% | 100% | 12 | 1 | |
| C•••••• C•••••• ••••• L•••••• asset manager | $6.1B | 0.0% | 3 | ||||||
| N••••••• C• I•• asset manager | $6.1B | -3.9% | 1 | $6.1B | 0.1% | 100% | 3 | 1 | |
| D••• I••••••••• A••••••• I•• mixed wealth | $6.1B | +5.5% | 26 | $234M | 37% | 86% | 51 | 2 | |
| N•••••••• B••••• L••• A••••••• I• L•• asset manager | $6.1B | +77% | 0.0% | 2 | 13 | ||||
| A••••••• I••••••••• L•• asset manager | $6.1B | +39% | 0.0% | 4 | 9 | ||||
| E••••• I••••• P••••••• asset manager | $6.1B | +13% | 1 | $6.1B | 2.9% | 100% | 89 | 1 | 2 |
| E••• E•• A•••••••• L•• other | $6.1B | +3.5% | 15% | 100% | 1 | ||||
| H••••• I••••••••• M••••••••• L•• asset manager | $6.0B | +34% | 1 | $6.0B | 0.0% | 1 | 6 | ||
| K•• I••••••••• A••••••• independent RIA | $6.0B | +2.8% | 7 | $860M | 88% | 96% | 213 | 1 | |
| T•••••• I••••••••• A•••••••• L•• asset manager | $6.0B | +1.8% | 0.0% | 2 | 19 | ||||
| J••• F•••••• • C•• L•• asset manager | $6.0B | +37% | 0.0% | 3 | 21 | ||||
| A••••• T••••• P•••••• W••••• independent RIA | $6.0B | +48% | 98 | $61.3M | 98% | 89% | 32 | 26 | |
| V•••••• A•••••••• I••• institutional | $6.0B | +34% | 4 | $1.5B | 6.4% | 100% | 22 | 1 | |
| C•••••• R••••••• • C••••••••• L•• institutional | $6.0B | -1.4% | 6 | $998M | 0.0% | 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.