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 |
|---|---|---|---|---|---|---|---|---|---|
| GUIDANCE POINT RETIREMENT SERVICES, LLC other | $85.4M | +40% | 7 | $12.2M | 0.0% | 4 | |||
| 2XIDEAS institutional | $79.7M | +0.6% | 0.0% | 1 | |||||
| ST. COLUMBANUS AG other | $78.6M | +34% | 1 | $78.6M | 19% | 1 | |||
| T•••• C•••••• L•• other | $62.1M | 0.0% | 1 | 1 | |||||
| R•• R••••••• C•••••• M••••••••• L•• institutional | $61.8M | -43% | 1 | $61.8M | 9.4% | 100% | 1 | ||
| H•••• P•••• C•••••• P••••••• L•• other | $61.4M | +7.0% | 0.0% | 1 | |||||
| A•••••• E•••••••• M••••••••• L•• institutional | $57.6M | +13% | 1 | $57.6M | 0.0% | 1 | |||
| 4• A•• L•• institutional | $51.9M | 0.0% | 1 | 2 | |||||
| J••• F•••••• institutional | $46.7M | 5 | $9.3M | 7.1% | 4 | ||||
| A••••• W••••• M••••••••• L•• institutional | $39.3M | +25% | 5.6% | 1 | |||||
| E•••••• A•••••••• L•• institutional | $29.3M | -33% | 1 | $29.3M | 0.0% | 2 | |||
| M•••• M••••• I••••••••• I••• institutional | $28.2M | +26% | 0.0% | 1 | |||||
| C•• C•••••• M••••••••• institutional | $27.4M | +82% | 0.0% | 1 | |||||
| S•••• F•••••••• institutional | $26.0M | 1 | $26.0M | 0.0% | 1 | ||||
| G•••••••• P••• P••••••• institutional | $22.9M | -21% | 0.0% | 1 | |||||
| G•••• R••••••••• S••••••••• I••• institutional | $20.1M | +8.0% | 1 | $20.1M | 6.2% | 100% | 4 | 1 | |
| S•• C••••• A••••••• L•• institutional | $15.4M | -55% | 0.0% | 2 | |||||
| T••••••••• C•••••• A•••••••• L•• institutional | $12.3M | -61% | 0.0% | 1 | |||||
| E•••••• F•••••••• L•• institutional | $10.6M | 1 | $10.6M | 0.0% | 1 | ||||
| T•••••• E••••••••• • P••••••••• I••• institutional | $10.3M | +21% | 4 | $2.6M | 0.0% | 1 | 1 | ||
| C••• R••••••••• P••• A••••••• S••••••• institutional | $8.9M | -63% | 15 | $591,539 | 0.0% | 7 | |||
| S••••••••• A•••• M••••••••• L•• institutional | $7.5M | +0.0% | 0.0% | 1 | |||||
| G••••••• I••••••••• L••• institutional | $4.9M | 0.0% | 1 | ||||||
| T••••••••• L•• institutional | $594,011 | -28% | 0.0% | 1 | |||||
| F••••••••• L•• institutional | $407,969 | +115% | 1 | $407,969 | 9.0% | 0.0% | 2 | ||
| A•••• A••••••• L•• institutional | $52,050 | +13% | 1 | $52,050 | 0.0% | 1 | |||
| P••••••• G••••• I•••••••• L•• institutional | $2 | +9184% | 8 | $0 | 0.0% | 3 |
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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.