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.
802 practices match
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| EXDS CAPITAL independent RIA | $171,559 | 1 | $171,559 | 100% | 0.0% | 1 | |||
| PATH DIGITAL ADVISORS, LLC independent RIA | $150,000 | -3.7% | 100% | 0.0% | 1 | ||||
| WEALTH MORE ENTERPRISE, INC. independent RIA | $99,736 | +31% | 6 | $16,623 | 100% | 0.0% | 15 | 6 | |
| P•••••• A••••••• L•• independent RIA | $94,783 | 1 | $94,783 | 97% | 0.0% | 85 | 1 | ||
| W••••••••• A••••••• L•• independent RIA | $75,931 | 100% | 0.0% | 1 | |||||
| S••••••••• independent RIA | $73,145 | 100% | 16% | 1 | |||||
| A••••••••• W••••• M••••••••• L•• independent RIA | $45,580 | 1 | $45,580 | 100% | 0.0% | 15 | 1 | ||
| V••••• independent RIA | $40,000 | 100% | 0.0% | 1 | |||||
| M•••• A• I••• independent RIA | $39,330 | +7.5% | 1 | $39,330 | 100% | 0.0% | 135 | 1 | |
| C••• F•••••• L•• independent RIA | $31,840 | 1 | $31,840 | 100% | 0.0% | 1 | |||
| L•• B•• A•••••••• L•• independent RIA | $28,974 | -26% | 1 | $28,974 | 100% | 0.0% | 249 | 1 | |
| W••••••• A••••••• independent RIA | $27,322 | 1 | $27,322 | 100% | 0.0% | 104 | 1 | ||
| T• A••••••• L•• independent RIA | $10,715 | 100% | 0.0% | 2 | |||||
| Q•••••• F•••••••• independent RIA | $10,390 | +3.6% | 1 | $10,390 | 100% | 0.0% | 2 | 2 | |
| N•••••• independent RIA | $7,067 | 100% | 0.0% | 2 | |||||
| T••••••••• D•• A•••••• independent RIA | $5,000 | 100% | 0.0% | 1 | |||||
| M••• • P•• independent RIA | $2,214 | 2 | $1,107 | 100% | 0.0% | 4 | 1 | ||
| V••• W••••• I••• independent RIA | $400 | 100% | 0.0% | 1 | |||||
| E••••• A••••••• L•• independent RIA | $300 | 1 | $300 | 100% | 0.0% | 3 | 1 | ||
| B•••• I••••••••• S••••••••• L•• independent RIA | $200 | +0.0% | 100% | 0.0% | 1 | ||||
| V••••• independent RIA | $125 | 1 | $125 | 100% | 0.0% | 2 | 1 | ||
| Z•••• I••••••••• L•• independent RIA | $2 | 4 | $1 | 100% | 0.0% | 0 | 1 |
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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.