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.
627 practices match
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| CAPTRUST institutional | $1.24T | +14% | 948 | $1.3B | 7.8% | 93% | 40 | 97 | 17 |
| METLIFE INVESTMENT MANAGEMENT, LLC institutional | $564B | +11% | 0.0% | 100% | 12 | 11 | |||
| ASSET MANAGEMENT ONE CO., LTD. other | $471B | -1.2% | 0.0% | 1 | |||||
| M••••••••• U•• T•••• A•• B•••••• C••••••••• institutional | $407B | -3.1% | 1.8% | 3 | |||||
| B•••••• L•• institutional | $393B | +14% | 0.0% | 11 | 91 | ||||
| N••• I••••••••• A•••••••• L•• institutional | $344B | +9.1% | 82 | $4.2B | 0.1% | 100% | 0 | 1 | 3 |
| N•• I•••••••• L•• institutional | $329B | +5.5% | 0.0% | 7 | 17 | ||||
| N••••••••• M••••• I••••••••• M••••••••• C••••••• L•• institutional | $323B | +7.7% | 0.0% | 2 | 25 | ||||
| K•• C••••• A••••••• ••• L•• other | $271B | +18% | 0.0% | 11 | 108 | ||||
| M••••• I••••••••• L•• institutional | $226B | +12% | 0.0% | 26 | 40 | ||||
| S•• F•••• M••••••••• L•••••• institutional | $220B | +11% | 0.1% | 100% | 1 | ||||
| F•••••••• I••••••••• C••••••••• institutional | $207B | +3.8% | 242 | $856M | 1.9% | 5.8% | 27 | 3 | |
| G•••••••• F•••••••• A•••••••• L•• institutional | $195B | +7.9% | 123 | $1.6B | 0.5% | 30% | 32 | 37 | |
| B••••••••• I•••• A••••••• L••••• institutional | $184B | +18% | 0.0% | 5 | 6 | ||||
| G••••• R••••••••• P••••••• L•• institutional | $170B | +18% | 488 | $348M | 6.2% | 65% | 36 | 194 | |
| K••••••• A•••• M••••••••• L•••••• other | $163B | +20% | 0.0% | 100% | 2 | ||||
| P••••• • R•••• other | $158B | +4.8% | 12 | $13B | 1.1% | 100% | 7 | 2 | 3 |
| O••••••••• institutional | $155B | +9.0% | 388 | $401M | 9.9% | 81% | 33 | 174 | |
| N•••• L•• institutional | $153B | +11% | 1 | $153B | 2.2% | 100% | 26 | ||
| A•• I••••••••• U•• I••• institutional | $151B | +11% | 0.0% | 15 | 8 | ||||
| N••••• A••••••••• A••••••• L•• institutional | $142B | +3.6% | 0.0% | 5 | 42 | ||||
| R•••••••• A••••••• institutional | $136B | +11% | 0.0% | 1 | 24 | ||||
| I••••• R••••••• • M••••••••• other | $131B | +20% | 3.9% | 100% | 1 | 15 | |||
| H••••••• I••••••••• M••••••••• C•••••• institutional | $124B | +8.4% | 0.0% | 3 | 13 | ||||
| S•••••• C••••••• L•• other | $122B | +22% | 1 | $122B | 0.0% | 1 | 3 | ||
| S•••••• F•••••••• G•••• A•••• M••••••••• L•• institutional | $122B | +11% | 4 | $31B | 0.0% | 2 | |||
| C••••••••• I••••••••• I••••••••• •••••• L•• institutional | $121B | +8.2% | 0.0% | 13 | 13 | ||||
| R••••• C••••••• M••••••••• L•••••• institutional | $114B | -1.2% | 0.0% | 3 | |||||
| N•• E•••••• A•••• M••••••••• I••• institutional | $112B | +8.3% | 1 | $112B | 0.0% | 100% | 1 | 3 | |
| B•• C••••• A•• I•••••••• S•••••••• A•••••• L•• institutional | $107B | +16% | 0.0% | 37 | 1 | ||||
| C••••••• I••• institutional | $107B | +7.4% | 1 | $107B | 0.0% | 2 | |||
| P•••••••• R••• E••••• institutional | $106B | +6.3% | 0.2% | 40% | 16 | 18 | |||
| P•• A•••••• I•• institutional | $94B | +26% | 0.0% | 100% | 6 | 11 | |||
| F••• W••••••••• I••••••••• A••••••• I•• institutional | $93B | +18% | 19 | $4.9B | 1.2% | 100% | 31 | 3 | 45 |
| A•••• A•••• M••••••••• U• institutional | $89B | +2.9% | 1 | $89B | 0.0% | 3 | 19 | ||
| S•••••• I••••••••• M••••••••• C•••••• other | $89B | +13% | 0.0% | 2 | 1 | ||||
| P••• A••••• I••••••••• A••••••• L•• institutional | $82B | +7.9% | 0.0% | 1 | |||||
| R•••••• I••••••••• institutional | $81B | +1.8% | 3 | $27B | 0.0% | 2 | |||
| G••••••• C•••••• M••••••••• institutional | $80B | -0.1% | 0.0% | 1 | 3 | ||||
| P••• L•••••• other | $76B | +17% | 1.1% | 100% | 2 | 24 | |||
| S•• M••••••••• institutional | $76B | +11% | 1 | $76B | 0.0% | 100% | 2 | 5 | 4 |
| J••• P••• A••••••• institutional | $74B | 1 | $74B | 0.0% | 1 | ||||
| W•••• I••••••••• A•••••••• L•• other | $72B | +27% | 360 | $199M | 15% | 54% | 52 | 125 | |
| T•••••••• T•••••• F••••••••• I••• institutional | $71B | +16% | 6 | $12B | 0.0% | 3 | |||
| B••••••••• A•••• B•••• F•••••• A••••••• L• institutional | $70B | +32% | 0.0% | 7 | 37 | ||||
| M••••• P••••• F••••• I••• institutional | $70B | +8.2% | 18 | $3.9B | 0.0% | 100% | 8 | ||
| B••••••••• R••• E••••• S•••••• S••••••••• A••••••• L••••• other | $70B | +8.6% | 0.0% | 7 | |||||
| B••••••••• P••••• S••••••••• G•••• L•• institutional | $66B | +38% | 0.9% | 71% | 4 | ||||
| A••• B••••• A•• A••••••••• institutional | $65B | +9.6% | 0.0% | 1 | |||||
| T••••• W••••• I••••••••• S•••••••• I••• institutional | $63B | 5 | $13B | 0.0% | 15 | 11 | |||
| U•• A••••••• institutional | $56B | +15% | 71 | $793M | 0.0% | 14 | |||
| A•••• A•••• M••••••••• U• P•• other | $53B | +21% | 0.0% | 2 | |||||
| B••••••••• L••••• C••••• A••••••• I• L•• institutional | $52B | +33% | 2.0% | 100% | 6 | 5 | |||
| C••• I••••••••• M••••••••• I••••••• L•••••• institutional | $50B | +16% | 0.0% | 8 | 5 | ||||
| S•••• M•••• A••••••• institutional | $50B | +34% | 0.0% | 16 | 4 | ||||
| M••••••• I••••••••• P••••••• L•••••• other | $49B | +19% | 0.0% | 1 | 27 | ||||
| M•••••••• A••••••••• I••• other | $47B | +32% | 4 | $12B | 10% | 100% | 26 | 9 | |
| N•• C•••••• L•• institutional | $47B | +19% | 0.0% | 3 | |||||
| C•••••• A••••••• G•••• L•• other | $46B | +23% | 0.1% | 100% | 2 | ||||
| C••••••• A•••• M••••••••• I•• institutional | $45B | +9.0% | 21 | $2.2B | 0.0% | 7 |
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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.