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 |
|---|---|---|---|---|---|---|---|---|---|
| HUDSON CANYON CAPITAL MANAGEMENT institutional | $264M | +12% | 0.0% | 1 | |||||
| CGI PLAN ADVISORS, INC. institutional | $261M | +24% | 2 | $131M | 0.0% | 1 | |||
| SORENSON IMPACT ADVISORY other | $255M | +9.6% | 4 | $63.8M | 17% | 100% | 1 | 1 | |
| D•••••• C•••••• M••••••••• I••• institutional | $254M | +11% | 2 | $127M | 2.5% | 84% | 9 | 2 | |
| B••••• I••••••••• institutional | $249M | +80% | 7 | $35.6M | 0.0% | 2 | |||
| C•••••••• R••••••••• P••••••• institutional | $237M | +12% | 2 | $119M | 5.0% | 84% | 1 | ||
| W••••••• I••••••••• P•••••••• I••• institutional | $233M | +3.6% | 6 | $38.9M | 0.0% | 2 | |||
| A•• institutional | $231M | +8.6% | 1 | $231M | 0.3% | 59% | 12 | 2 | |
| F•••••• S••••• A•••• M••••••••• L•• institutional | $229M | -5.0% | 0.0% | 1 | 4 | ||||
| S••••••• I••••••••• M••••••••• L• institutional | $227M | 0.0% | 1 | 1 | |||||
| B•• F•••••••• A•••••••• L•• institutional | $226M | 5 | $45.3M | 5.9% | 95% | 1 | 1 | ||
| R••••••••• P••••• I••• institutional | $225M | -9.3% | 1 | $225M | 7.5% | 1 | |||
| C•••••••• C•••••• M••••••••• L•• institutional | $224M | -26% | 0.0% | 1 | 1 | ||||
| K•••••• C•••••• M••••••••• L•• institutional | $222M | +38% | 2 | $111M | 2.4% | 1 | |||
| E••• A•••••••• L•• institutional | $220M | +6.2% | 3 | $73.3M | 0.0% | 1 | |||
| C••••••••• L•• other | $215M | +2.0% | 1 | $215M | 11% | 75% | 19 | 1 | |
| S••••••• A••••••• other | $209M | +26% | 3 | $69.6M | 19% | 100% | 2 | ||
| N•••••••• other | $199M | +15% | 1 | $199M | 10% | 1 | |||
| F••••• F•••••••• R••••••••• P••• S•••••••• L•• institutional | $195M | +14% | 3 | $65.0M | 0.0% | 1 | |||
| R••••••••• P••• F••••••••• L•• other | $193M | +7.8% | 2 | $96.7M | 18% | 85% | 16 | 1 | |
| T•• W••••••••• G••••• L•• institutional | $188M | +3.6% | 2 | $94.0M | 5.5% | 100% | 7 | 1 | |
| E•••• A•••••••• I••• institutional | $187M | -7.7% | 1 | $187M | 5.0% | 17 | 1 | ||
| S••••••••• R••••••••• C••••••••• L•• institutional | $187M | +12% | 1 | $187M | 0.2% | 0.0% | 2 | 1 | |
| A•••••• F••••••••• L•• institutional | $187M | 3 | $62.2M | 6.9% | 56% | 10 | 1 | ||
| R••••••••• A•••••••• L•• other | $186M | +6.8% | 3 | $62.1M | 19% | 70% | 18 | 2 | |
| C•••••• P•••• C•••••• M••••••••• L•• institutional | $184M | +6.5% | 1 | $184M | 7.6% | 100% | 1 | ||
| B••••••• A•••• M••••••••• L•• institutional | $184M | -11% | 2 | $92.0M | 0.1% | 1 | 1 | ||
| G•• C•••••• A••••••• L•• institutional | $182M | -5.2% | 0.0% | 2 | |||||
| B•••• R•••• C•••••• L•• institutional | $180M | +43% | 3 | $60.2M | 1.6% | 79% | 3 | 2 | |
| I•••• T••••••••• G•••• L•• other | $178M | +70% | 6 | $29.7M | 17% | 89% | 5 | 3 | |
| A••• F•••••••• G••••• I••• institutional | $173M | +8.7% | 2 | $86.6M | 0.0% | 1 | |||
| F•••• 4•• •• G••••• L•• institutional | $170M | +70% | 2 | $84.9M | 0.0% | 1 | |||
| L••••••••• I••••••••• L•• institutional | $170M | +8.1% | 2 | $84.8M | 1.9% | 100% | 1 | ||
| C•••••• G•••• I••••••••• institutional | $167M | +31% | 0.0% | 1 | |||||
| B•••••• C••••••• • A••••••••• I•• other | $166M | -0.5% | 5 | $33.2M | 18% | 84% | 3 | 7 | |
| H••• R••• I••• institutional | $161M | -1.0% | 0.0% | 2 | |||||
| R•• C•••••• M••••••••• I••• institutional | $161M | +16% | 1 | $161M | 5.0% | 74% | 12 | 1 | |
| K••••• R••••••••• P••• A•••••••• L•• institutional | $156M | +32% | 1 | $156M | 4.8% | 86% | 5 | 1 | |
| M•• E••••••••• A••••••• L•• other | $154M | 0.0% | 1 | 2 | |||||
| F•••• A••••••••• L• other | $150M | 0.0% | 1 | 1 | |||||
| F•• R••••••••• S••••••• institutional | $146M | +8.1% | 6 | $24.4M | 0.0% | 1 | |||
| J•••••••• B••••• C••••••• L•• institutional | $146M | +12% | 3 | $48.7M | 6.7% | 68% | 4 | 2 | |
| T•• S••••••••• C•••••• I••• other | $146M | 2 | $73.0M | 19% | 99% | 7 | 1 | ||
| V•••••••• I••••••••• M••••••••• C••••••• L•• institutional | $144M | +26% | 3 | $48.0M | 0.0% | 1 | 1 | ||
| B•••••• C•••••• M••••••••• L•• institutional | $136M | +8.8% | 0.0% | 1 | 1 | ||||
| F•••••••• A••••••• other | $136M | 2 | $67.9M | 17% | 87% | 8 | 3 | ||
| M••••••••• A•••• M••••••••• institutional | $136M | 0.0% | 3 | ||||||
| A••••••• U•••• M•••••••• A•••••••• I•• institutional | $134M | -28% | 4 | $33.6M | 0.0% | 1 | |||
| K•••••••• C•••••• M••••••••• L•• institutional | $127M | -15% | 0.0% | 1 | 2 | ||||
| I•• institutional | $127M | +12% | 1 | $127M | 0.0% | 1 | |||
| I•• institutional | $125M | 5 | $25.0M | 0.0% | 3 | ||||
| I••••••••• C••••••••• L•• institutional | $123M | -22% | 1 | $123M | 9.6% | 98% | 8 | 1 | |
| G•••••••• A•••• M••••••••• L•• other | $115M | +8.0% | 3 | $38.3M | 0.0% | 1 | 1 | ||
| O•• F•••••••• institutional | $115M | +1.7% | 6.0% | 100% | 1 | ||||
| I••••••• G••••• A••••••• S•••••••• I••• institutional | $113M | 2 | $56.4M | 0.0% | 1 | ||||
| S••••• C•••••• M••••••••• institutional | $109M | 3 | $36.5M | 5.1% | 100% | 1 | |||
| T•• P•••• P••••••• L••••• other | $109M | 1 | $109M | 14% | 100% | 3 | 2 | ||
| V••••• A•••• M••••••••• L•• institutional | $100M | +0.0% | 0.0% | 1 | |||||
| R•• A•••• M••••••••• L•• institutional | $96.8M | -3.2% | 0.0% | 1 | 1 | ||||
| V•••• F•••••••• L•• institutional | $92.5M | 1 | $92.5M | 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.