DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Practices
What each practice looks like, from what it filed
A 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.
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| CANTERBURY CONSULTING INCORPORATED independent RIA | $46B | +521% | 24 | $1.9B | 87% | 100% | 3 | 16 | |
| JORDAN PARK GROUP LLC independent RIA | $23B | +28% | 14 | $1.7B | 67% | 100% | 12 | 4 | 45 |
| EHRENKRANZ PARTNERS L.P. independent RIA | $22B | +11% | 71% | 100% | 2 | 51 | |||
| WE FAMILY OFFICES independent RIA | $18B | +16% | 27 | $657M | 100% | 100% | 2 | ||
| ALLEN INVESTMENT MANAGEMENT, LLC independent RIA | $17B | +6.8% | 6 | $2.8B | 100% | 100% | 1 | 1 | |
| CV ADVISORS LLC independent RIA | $15B | +17% | 4 | $3.8B | 87% | 100% | 1 | 14 | |
| CALLAN FAMILY OFFICE, LLC independent RIA | $10B | +53% | 70% | 100% | 15 | ||||
| BMO FAMILY OFFICE, LLC independent RIA | $10.0B | +23% | 3 | $3.3B | 98% | 100% | 23 | 7 | 26 |
| MAIN STREET ADVISORS independent RIA | $9.6B | +10% | 74% | 100% | 1 | 6 | |||
| MARCUARD FAMILY OFFICE LTD independent RIA | $8.7B | +27% | 1 | $8.7B | 64% | 100% | 77 | 1 | |
| BATTERY GLOBAL ADVISORS, LLC independent RIA | $8.4B | +21% | 61% | 100% | 2 | 77 | |||
| ICG ADVISORS, LLC independent RIA | $7.9B | +2.1% | 1 | $7.9B | 72% | 100% | 1 | 11 | |
| FIDUCIARY TRUST INTERNATIONAL, LLC independent RIA | $7.7B | +16% | 14 | $548M | 78% | 100% | 4 | 4 | 7 |
| BROWN ADVISORY independent RIA | $7.6B | +3.4% | 17 | $445M | 73% | 100% | 10 | 3 | 16 |
| MILLER INVESTMENT MANAGEMENT, LP independent RIA | $7.1B | +25% | 6 | $1.2B | 89% | 100% | 26 | 2 | 12 |
| TAG ASSOCIATES LLC independent RIA | $7.1B | -1.0% | 1 | $7.1B | 97% | 100% | 80 | 2 | 10 |
| JOHN W. BRISTOL & CO., INC. independent RIA | $7.1B | +5.2% | 1 | $7.1B | 56% | 100% | 83 | 1 | 1 |
| THE BOLLARD GROUP LLC independent RIA | $6.7B | -0.8% | 1 | $6.7B | 79% | 100% | 1 | 91 | |
| STELAC ADVISORY SERVICES LLC independent RIA | $6.3B | +55% | 1 | $6.3B | 99% | 100% | 2 | 3 | |
| BRAVE WARRIOR ADVISORS, LLC independent RIA | $5.6B | +4.2% | 4 | $1.4B | 70% | 100% | 25 | 5 | 4 |
| PENNINGTON PARTNERS & CO., LLC independent RIA | $5.1B | +29% | 11 | $463M | 90% | 100% | 2 | 10 | |
| WELLSPRING FAMILY OFFICE independent RIA | $5.1B | +20% | 9 | $562M | 99% | 98% | 15 | 1 | |
| TWIN FOCUS CAPITAL PARTNERS, LLC independent RIA | $4.6B | +13% | 16 | $287M | 98% | 100% | 5 | 1 | 6 |
| JFG FAMILY OFFICE independent RIA | $4.5B | +65% | 35 | $129M | 99% | 100% | 5 | 3 | 1 |
| SYON CAPITAL LLC independent RIA | $4.4B | +49% | 12 | $365M | 98% | 100% | 1 | 8 | |
| ARCHPOINT INVESTORS independent RIA | $4.1B | +12% | 93% | 100% | 2 | 2 | |||
| BT FAMILY OFFICE, LLC independent RIA | $4.0B | +32% | 100% | 100% | 1 | ||||
| VERNAL POINT ADVISORS, LLC independent RIA | $3.9B | +44% | 6 | $656M | 97% | 100% | 1 | 1 | |
| CASTLE ROCK ADVISORS LLC independent RIA | $3.9B | +49% | 70% | 100% | 1 | 6 | |||
| MATTER FAMILY OFFICE independent RIA | $3.8B | +7.5% | 41 | $93.0M | 95% | 95% | 6 | 4 | 1 |
| BILTMORE FAMILY OFFICE, LLC independent RIA | $3.5B | +9.6% | 16 | $217M | 99% | 100% | 5 | 2 | |
| GLENEAGLES INVESTMENT ADVISORS, LLC independent RIA | $3.1B | +12% | 100% | 100% | 1 | 4 | |||
| POINT OLEMA CAPITAL PARTNERS, L.P. independent RIA | $2.9B | +42% | 72% | 100% | 2 | 6 | |||
| LEGACY KNIGHT MFO, LLC independent RIA | $2.8B | +89% | 4 | $712M | 67% | 100% | 1 | 33 | |
| CORDOBA ADVISORY PARTNERS LLC independent RIA | $2.8B | +7.8% | 7 | $402M | 79% | 100% | 1 | 2 | |
| OHANA ADVISORS independent RIA | $2.8B | +6.0% | 96% | 100% | 2 | 1 | |||
| A16Z PERENNIAL MANAGEMENT, L.P. independent RIA | $2.8B | +51% | 75% | 100% | 2 | 7 | |||
| ARGOS CAPITAL PARTNERS, LLC independent RIA | $2.6B | -1.1% | 2 | $1.3B | 73% | 100% | 1 | 5 | |
| BASSO CAPITAL MANAGEMENT, L.P. independent RIA | $2.6B | +15% | 3 | $853M | 100% | 99% | 38 | 4 | 1 |
| CORIENT SHC WEALTH MANAGEMENT (US) LP independent RIA | $2.3B | -61% | 1 | $2.3B | 99% | 100% | 4 | 1 | |
| CHERRY CREEK FAMILY OFFICES independent RIA | $2.0B | +17% | 6 | $337M | 97% | 100% | 1 | 1 | |
| RESOLUTE PARTNERS GROUP independent RIA | $1.9B | +5.5% | 5 | $382M | 88% | 100% | 6 | 1 | |
| DELEGATE ADVISORS, LLC independent RIA | $1.7B | +17% | 1 | $1.7B | 82% | 100% | 3 | 1 | |
| CORIENT SHC PARTNERS (US) LP independent RIA | $1.7B | +101% | 84% | 100% | 4 | 3 | |||
| TAILWIND ADVISORS independent RIA | $1.7B | +7.6% | 6 | $279M | 75% | 100% | 1 | 6 | |
| SHADE TREE ADVISORS LLC independent RIA | $1.5B | +42% | 20 | $72.7M | 80% | 100% | 2 | 4 | 2 |
| V-SQUARE QUANTITATIVE MANAGEMENT independent RIA | $1.4B | +21% | 97% | 100% | 1 | 1 | |||
| OAKRIDGE MANAGEMENT GROUP LLC independent RIA | $1.4B | +27% | 98% | 100% | 1 | 8 | |||
| FIFTH AVENUE FAMILY OFFICE independent RIA | $1.4B | +49% | 4 | $338M | 99% | 100% | 1 | ||
| SAVOIE CAPITAL LLC independent RIA | $1.3B | +6.9% | 100% | 100% | 1 | 1 | |||
| FOUNDERS FAMILY OFFICE independent RIA | $1.1B | -16% | 4 | $279M | 100% | 100% | 1 | ||
| QP GLOBAL FAMILY OFFICES, LLC independent RIA | $1.0B | +8.7% | 89% | 100% | 3 | ||||
| CASTELLAN independent RIA | $882M | +78% | 4 | $221M | 74% | 100% | 1 | 8 | |
| WEMBLEY STRATEGIC ADVISORY LLC independent RIA | $695M | +4.9% | 98% | 100% | 1 | 6 | |||
| STONE TEMPLE PARTNERS LLC independent RIA | $669M | +7.9% | 1 | $669M | 95% | 100% | 6 | 8 | 2 |
| WEALTH DIMENSIONS FAMILY OFFICE, INC independent RIA | $626M | +12% | 7 | $89.4M | 100% | 100% | 2 | 1 | |
| MACK & CO. PARTNERS, LP independent RIA | $549M | +436% | 2 | $274M | 96% | 100% | 4 | 1 | 4 |
| SESTANTE FAMILY OFFICE independent RIA | $434M | 2 | $217M | 99% | 99% | 7 | 1 | ||
| APPOMATTOX ADVISORY, INC independent RIA | $426M | +3.6% | 89% | 100% | 1 | 7 | |||
| RPO LLC independent RIA | $372M | +27% | 53% | 100% | 1 | 1 |
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67 practices match (Multi-family-office-like). 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.