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 |
|---|---|---|---|---|---|---|---|---|---|
| OAKMONT CAPITAL MANAGEMENT, LLC other | $3.1B | +390% | 10 | $309M | 16% | 91% | 29 | 2 | |
| DISCIPLINA CAPITAL MANAGEMENT, LLC institutional | $3.1B | +29% | 3 | $1.0B | 0.8% | 93% | 3 | ||
| STRATEGIC GLOBAL ADVISORS, LLC other | $3.0B | +21% | 0.1% | 100% | 3 | ||||
| B•••••••• I••••••••• M••••••••• institutional | $3.0B | -5.3% | 9 | $334M | 0.0% | 100% | 0 | 1 | |
| A•••• A••••••• C••••••• L••• other | $3.0B | +0.7% | 0.2% | 100% | 1 | 3 | |||
| I•• I••••••••• P••••••• A•• institutional | $2.9B | -0.8% | 0.0% | 2 | |||||
| A•••• M••••••••• O•• U•• I••• institutional | $2.9B | -60% | 0.0% | 1 | 4 | ||||
| D•••••••• I••••••••• C••••••••• L•• other | $2.9B | +17% | 8 | $361M | 17% | 84% | 50 | 2 | |
| K•••••• C•••••• M••••••••• ••• L•••••• institutional | $2.9B | +41% | 0.0% | 1 | 9 | ||||
| I••••••••• C••••••••• G•••• I•• other | $2.8B | +9.2% | 2 | $1.4B | 12% | 93% | 62 | 2 | |
| M•••••• I••••••••• L•• other | $2.8B | +11% | 17 | $166M | 18% | 100% | 16 | ||
| W•••••• A•••• M••••••••• C•••••• P•• L•• institutional | $2.8B | -5.2% | 0.0% | 1 | |||||
| V••• I••••••••• P•••••••• L•• institutional | $2.8B | -38% | 3 | $930M | 0.0% | 2 | |||
| I••••••••• I••••••••• S•••••••• L•• institutional | $2.8B | +211% | 0.0% | 1 | |||||
| S•••• H••• F•••••••• M••••••••• L•• institutional | $2.8B | +17% | 0.0% | 1 | |||||
| E••••• F••••••••• L•• institutional | $2.8B | +51% | 7 | $396M | 3.1% | 80% | 17 | 3 | |
| R••• A•• A•••••••• L•• institutional | $2.8B | +33% | 0.0% | 3 | |||||
| S•••• P•••• C••••••••• R••• E••••• F•••••• L•• other | $2.7B | +4.9% | 0.0% | 4 | 1 | ||||
| A••••••• P•••••••• M••••••••• L•• institutional | $2.7B | +24% | 0.0% | 1 | |||||
| 3• N•••• C•••••• M••••••••• L•• institutional | $2.7B | +14% | 3 | $890M | 0.0% | 1 | |||
| M•••••••• G••••• I••• institutional | $2.7B | +20% | 15 | $178M | 6.1% | 81% | 9 | 1 | |
| I•••• I••• institutional | $2.7B | +19% | 3 | $885M | 2.2% | 100% | 1 | ||
| S•••••••• C•••••• institutional | $2.6B | +24% | 0.0% | 2 | |||||
| Q••• I••••••••• M••••••••• C•••• other | $2.6B | 0.2% | 100% | 1 | |||||
| L•• A••••••••• I••• other | $2.6B | +7.7% | 4 | $652M | 4.0% | 100% | 3 | ||
| M•• A••••••• L•• institutional | $2.6B | +71% | 4 | $639M | 1.6% | 98% | 4 | 3 | |
| S•••••• C•••••• P••••••• other | $2.5B | +7.2% | 9 | $276M | 11% | 98% | 5 | 3 | |
| F•••••••• F•••• institutional | $2.5B | -52% | 1 | $2.5B | 0.0% | 2 | |||
| R••••••••• R•••••••• I••••••••• C••••••••• institutional | $2.4B | +23% | 2 | $1.2B | 6.5% | 82% | 61 | 1 | |
| P•••••• A•••• M••••••••• L•• other | $2.4B | +14% | 5 | $487M | 16% | 98% | 14 | 1 | 1 |
| S••••••• P•••••••• L•• institutional | $2.4B | +16% | 4 | $590M | 8.8% | 98% | 13 | 1 | |
| M•••••• P•••• L•• institutional | $2.3B | +3.9% | 2 | $1.2B | 0.0% | 1 | |||
| T•••••• A•••••••• L•• institutional | $2.3B | +15% | 0.0% | 1 | 4 | ||||
| T• R••• P•••• S•••••••• P•••••• L•• institutional | $2.3B | -84% | 0.0% | 1 | |||||
| C••••••••• M••••••••• I••• other | $2.3B | +21% | 9 | $254M | 14% | 86% | 21 | 1 | |
| S••••••• I••••••••• P••••••• L•• institutional | $2.3B | +16% | 8 | $285M | 5.6% | 100% | 1 | 1 | |
| B•••••• other | $2.3B | +14% | 4 | $565M | 12% | 72% | 109 | 3 | |
| A•• A•••• M••••••••• P•• L•• institutional | $2.2B | +26% | 0.0% | 1 | |||||
| C•••• H•••• C•••••• M••••••••• L•• other | $2.2B | +82% | 0.3% | 100% | 2 | 7 | |||
| M••••• I••••••••• S•••••••• L•• other | $2.2B | -0.0% | 0.0% | 1 | |||||
| P••••••• P•••••• C••••••••• L•• institutional | $2.2B | +43% | 3 | $723M | 0.0% | 1 | |||
| L••••• R••••••••• A••••••• institutional | $2.1B | +9.1% | 11 | $194M | 0.0% | 2 | |||
| O•••••• C•••••• M••••••••• C••• institutional | $2.1B | +35% | 8 | $266M | 8.2% | 94% | 7 | 7 | |
| S•••• A•••• M••••••••• K•••• C••• L••• institutional | $2.1B | 0.0% | 1 | ||||||
| V••••••• C•••••• A••••••• L•• institutional | $2.1B | +59% | 0.0% | 1 | 1 | ||||
| N•• E•••••• R••••••••• C••••••••• L•• institutional | $2.1B | +9.2% | 4 | $528M | 0.0% | 1 | |||
| F•••••••• A•••••••• I••• institutional | $2.1B | +22% | 3 | $702M | 9.4% | 89% | 36 | 1 | |
| B••• G••••• C••••••• L•• other | $2.1B | +80% | 0.0% | 1 | 1 | ||||
| C••••••• C•••••• M••••••••• L•• institutional | $2.1B | +7.8% | 5 | $417M | 0.0% | 2 | |||
| S••••••• A•••• M••••••••• L•• institutional | $2.0B | -9.4% | 9 | $228M | 8.7% | 27% | 4 | 1 | 1 |
| B•••••• G•••• I•• other | $2.0B | -15% | 0.0% | 1 | 4 | ||||
| C••••••• R••••••••• C••••••••• I••• institutional | $2.0B | -1.3% | 2 | $993M | 0.0% | 1 | |||
| T••••••••• I••••••••• R••••••••• L•• other | $2.0B | -1.5% | 4 | $494M | 0.0% | 2 | 6 | ||
| Z••••• A••••••••• L•• institutional | $2.0B | -5.1% | 0.0% | 1 | 5 | ||||
| S••••• I••••••••• M••••••••• S••••••• L•• institutional | $1.9B | -0.5% | 6 | $324M | 0.0% | 1 | |||
| P••• C•••••• M••••••••• C••••••• L•• other | $1.9B | +21% | 1 | $1.9B | 1.6% | 0.0% | 60 | 1 | |
| M••••••• A•••• M••••••••• L•• other | $1.9B | +819% | 1 | $1.9B | 0.0% | 3 | |||
| A••• A••••••• other | $1.9B | +2.1% | 4 | $470M | 10% | 91% | 23 | 1 | |
| C•••• A•••• M••••••••• L•• other | $1.8B | +29% | 19% | 100% | 1 | 1 | |||
| H••••••••• I••••••••• M••••••••• C• institutional | $1.8B | -40% | 5 | $359M | 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.