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 |
|---|---|---|---|---|---|---|---|---|---|
| FRAMEWORK VENTURES asset manager | $1.3B | -14% | 0.0% | 1 | 6 | ||||
| NEWPORT CAPITAL GROUP, LLC mixed wealth | $1.3B | +5.1% | 10 | $128M | 30% | 95% | 14 | 1 | 1 |
| AMERICAN FINANCIAL ADVISORS INC independent RIA | $1.3B | +23% | 6 | $213M | 100% | 84% | 133 | 3 | |
| MCDONALD PARTNERS LLC BD affiliated | $1.3B | -0.6% | 23 | $55.6M | 76% | 50% | 49 | 4 | 4 |
| ECOSYSTEM INVESTMENT PARTNERS, LLC asset manager | $1.3B | -0.6% | 0.0% | 2 | 6 | ||||
| B••••••• C•••••• M••••••••• L•• independent RIA | $1.3B | +16% | 3 | $426M | 94% | 97% | 95 | 1 | |
| S••••••••• C•••••• M••••••••• L•• asset manager | $1.3B | +21% | 0.0% | 4 | 25 | ||||
| K••••••• P••••••• asset manager | $1.3B | -59% | 0.0% | 1 | 2 | ||||
| R••• C•••••• L•• asset manager | $1.3B | +27% | 1 | $1.3B | 0.0% | 4 | 2 | ||
| C•••••• A••••••••• I••• independent RIA | $1.3B | +15% | 8 | $160M | 100% | 84% | 83 | 2 | |
| N•••• P••• F•••••••• M••••••••• L•• institutional | $1.3B | +15% | 7 | $182M | 6.3% | 83% | 3 | 1 | |
| 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 | |
| U•••• F•••••••• A••••••• C••••••••• independent RIA | $1.3B | +8.1% | 3 | $425M | 96% | 98% | 83 | 1 | |
| C••••••••• I••••••••• M••••••••• institutional | $1.3B | +9.5% | 0.0% | 1 | |||||
| P•••••••• C••••••• L•• institutional | $1.3B | +46% | 0.4% | 100% | 3 | ||||
| N•••••••• F•••••••• P•••••••• L•• institutional | $1.3B | +11% | 2 | $637M | 0.5% | 44% | 9 | 1 | |
| K•• W••••• A••••••• independent RIA | $1.3B | +20% | 14 | $91.0M | 98% | 92% | 47 | 2 | |
| R••• C•••••• • G••••• D• R••••••• L•••• asset manager | $1.3B | +76% | 0.0% | 2 | |||||
| A••••••••• F•••••• • M••••• I••• independent RIA | $1.3B | +14% | 11 | $116M | 99% | 93% | 49 | 1 | |
| P••••• A•••• M••••••••• L•• asset manager | $1.3B | -56% | 0.0% | 1 | 21 | ||||
| L• A•••• M••••••••• L•• institutional | $1.3B | +55% | 2 | $635M | 32% | 100% | 2 | 2 | |
| 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 | |
| S••••••• M••••••••• L• asset manager | $1.3B | +20% | 0.0% | 3 | |||||
| K••••••••• independent RIA | $1.3B | 99% | 95% | 5 | |||||
| P••••••• A•••• M••••••••• L•• independent RIA | $1.3B | +0.0% | 6 | $211M | 94% | 100% | 1 | ||
| O•••• A•••• M••••••••• U• L•• asset manager | $1.3B | +31% | 0.0% | 2 | |||||
| F•••••••• F••••• O••••• independent RIA | $1.3B | +35% | 14 | $90.6M | 87% | 97% | 29 | 1 | |
| P••• R• R••• F•••••••• G••••• L•• independent RIA | $1.3B | +19% | 9 | $141M | 100% | 74% | 118 | 1 | |
| G••••••••• M••••••• L•• asset manager | $1.3B | +31% | 0.0% | 1 | 6 | ||||
| L••••••• A••••••• independent RIA | $1.3B | +26% | 35 | $36.2M | 98% | 63% | 63 | 24 | |
| P•• H••••• S•••••••• L• asset manager | $1.3B | -38% | 0.0% | 3 | 4 | ||||
| M•••••• A•••• P••••••••• L•• independent RIA | $1.3B | +20% | 18 | $70.4M | 72% | 54% | 90 | 1 | |
| W••••••••• P•••••••• L•• independent RIA | $1.3B | +17% | 16 | $79.1M | 97% | 76% | 72 | 10 | |
| T•••••••• W••••• independent RIA | $1.3B | +18% | 11 | $115M | 84% | 81% | 77 | 5 | |
| B••••••• R••• E••••• P•••••••• L•• asset manager | $1.3B | -4.0% | 0.0% | 2 | 39 | ||||
| M•••••• R•••• C•••••• L•• asset manager | $1.3B | +42% | 0.0% | 1 | 5 | ||||
| M••••••••• L•• institutional | $1.3B | +5.2% | 0.0% | 1 | |||||
| C•••••••• W••••• M••••••••• L•• independent RIA | $1.3B | +22% | 7 | $181M | 100% | 95% | 80 | 2 | |
| I••••••• G••••• P••••••• asset manager | $1.3B | +22% | 0.0% | 2 | 17 | ||||
| S••••• P•••• S•••••••• C••••• F••• M••••••••• L•• asset manager | $1.3B | +24% | 0.0% | 10 | |||||
| A••••• A••••••• independent RIA | $1.3B | +24% | 10 | $126M | 77% | 86% | 63 | 3 | |
| C•••• R••• C••••••• L•• other | $1.3B | +281% | 0.0% | 1 | 1 | ||||
| A••••• W••••• M••••••••• L•• independent RIA | $1.3B | +15% | 8 | $158M | 96% | 93% | 83 | 3 | |
| E••••••••• I•••••••• asset manager | $1.3B | +6.4% | 0.0% | 2 | 9 | ||||
| L••••• C•••••• M••••••••• L•• institutional | $1.3B | +21% | 1 | $1.3B | 0.0% | 1 | |||
| O•••••• M••••••••• L•• asset manager | $1.3B | -3.4% | 0.0% | 1 | 3 | ||||
| M••••• F••••••••• L•• independent RIA | $1.3B | 17 | $74.1M | 100% | 91% | 34 | 7 | ||
| P••••••••• A••••••• S••••••• I•• independent RIA | $1.3B | +4.8% | 9 | $140M | 96% | 84% | 66 | 1 | |
| G•••• C•••••• C•••••• M••••••••• I•• asset manager | $1.3B | +14% | 0.0% | 1 | |||||
| H•••••• W••••• M••••••••• L•• independent RIA | $1.3B | +26% | 13 | $96.6M | 90% | 83% | 41 | 3 | 2 |
| H••••••• C•••••• A•••••••• L•• asset manager | $1.3B | +87% | 2 | $628M | 0.0% | 1 | |||
| B••• S••• C•••••• asset manager | $1.3B | +27% | 0.0% | 1 | 5 | ||||
| H••••• C•••••• P•••••••• L••• asset manager | $1.3B | 0.0% | 1 | 1 | |||||
| A•••• M••••••••• G•••• O• B••• O• H••••• other | $1.3B | +13% | 0.0% | 1 | |||||
| W••• C•••• C•••••• M••••••••• L• asset manager | $1.3B | +20% | 0.0% | 1 | 2 | ||||
| U•••••• W••••• P••••••• independent RIA | $1.3B | +17% | 8 | $157M | 100% | 92% | 66 | 2 | |
| X••• S••••••• independent RIA | $1.3B | +175% | 63 | $19.9M | 75% | 32% | 11 | 40 |
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 5 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.