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.
17,149 practices match
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| GREYSTONE BRIDGE LENDING FUND MANAGER LLC asset manager | $4.4B | +3.5% | 0.0% | 1 | 2 | ||||
| ALASKA PERMANENT CAPITAL MANAGEMENT, LLC institutional | $4.4B | +7.6% | 1 | $4.4B | 0.0% | 1 | |||
| LOCUST WOOD CAPITAL ADVISERS, LLC asset manager | $4.4B | +32% | 1.4% | 100% | 2 | 2 | |||
| R••••••• C••••••• L• asset manager | $4.4B | +64% | 5 | $879M | 0.0% | 1 | 10 | ||
| L•• A•••••••• L•• asset manager | $4.4B | +35% | 0.0% | 2 | 16 | ||||
| E•••••••• C••••••• L• asset manager | $4.4B | -9.0% | 0.0% | 2 | 22 | ||||
| S••• H••• G••••• A•••••••• L•• independent RIA | $4.4B | +13% | 20 | $220M | 83% | 99% | 27 | 2 | |
| A•••• asset manager | $4.4B | +35% | 0.0% | 6 | 1 | ||||
| P••••••••• C•••••• A••••••• independent RIA | $4.4B | +19% | 102 | $43.0M | 86% | 55% | 73 | 42 | |
| A•• A••••••••• L•• asset manager | $4.4B | +27% | 0.0% | 1 | 2 | ||||
| D•••• C•••••• L•• asset manager | $4.4B | 0.0% | 3 | 21 | |||||
| R••••••• other | $4.4B | -2.3% | 7 | $626M | 0.0% | 2 | 2 | ||
| S••• C•••••• L•• independent RIA | $4.4B | +49% | 12 | $365M | 98% | 100% | 1 | 8 | |
| H•••• C•••••• asset manager | $4.4B | +64% | 0.0% | 2 | 40 | ||||
| A••••••• A••••• L•• independent RIA | $4.4B | +26% | 66 | $66.3M | 54% | 38% | 133 | 28 | |
| S•• C•••••• P••••••• L• asset manager | $4.4B | +50% | 0.0% | 1 | 1 | ||||
| I•••••• I••••••••• A••••••• L•• asset manager | $4.4B | -5.6% | 0.0% | 4 | |||||
| A••••• P••••••• L•• asset manager | $4.4B | 0.0% | 1 | ||||||
| G••• L••• A•••••••• L•• independent RIA | $4.4B | +25% | 88 | $49.4M | 99% | 34% | 253 | 49 | |
| C••••••• • C•••••• I••••••••• A•••••• L•• asset manager | $4.3B | +25% | 0.0% | 1 | 6 | ||||
| Q••••••• C•••••• P••••••• M••••••••• L•• asset manager | $4.3B | -9.5% | 0.0% | 1 | 23 | ||||
| S•••••••• C•••••• M••••••••• L•• asset manager | $4.3B | +16% | 0.0% | 1 | 2 | ||||
| V•••••• G••••• M••••••••• L• asset manager | $4.3B | +34% | 0.0% | 2 | 1 | ||||
| W••••••• I••••••••• A••••••• L••••• asset manager | $4.3B | -4.0% | 0.0% | 5 | 12 | ||||
| N••••••••• A•••• M••••••••• asset manager | $4.3B | +50% | 0.0% | 1 | |||||
| M••••• S•••••• • E•••• V•••• C•• M•••••• L•• asset manager | $4.3B | -17% | 0.0% | 2 | 15 | ||||
| P•• I••••••••• A••••••• S•••••••• I••• mixed wealth | $4.3B | +20% | 11 | $392M | 22% | 81% | 79 | 1 | |
| K••••• I••••••••• M••••••••• L••• asset manager | $4.3B | +65% | 9 | $479M | 0.0% | 1 | |||
| P•••• C•••••• M••••••••• L• asset manager | $4.3B | +30% | 0.0% | 1 | 1 | ||||
| P••••• C•••••• A•••••••• L•• independent RIA | $4.3B | +35% | 28 | $154M | 100% | 85% | 44 | 6 | |
| 3•• O•• A•••• M••••••••• L•••••• other | $4.3B | +22% | 2 | $2.2B | 12% | 14% | 2,274 | 2 | 6 |
| C••••••••• I••••••••• L•••••• asset manager | $4.3B | +22% | 0.0% | 1 | |||||
| N•• C•••••• A•••••••• L•• institutional | $4.3B | +8.5% | 1 | $4.3B | 0.1% | 100% | 5 | ||
| T••••••• A•••• M••••••••• independent RIA | $4.3B | -14% | 12 | $359M | 53% | 33% | 144 | 2 | |
| T•••• I••••••••• asset manager | $4.3B | +6.2% | 0.0% | 1 | 2 | ||||
| N•••••• W••••• M••••••••• independent RIA | $4.3B | +12% | 46 | $93.3M | 65% | 74% | 82 | 14 | |
| S••• F•••••••• G•••• I••• independent RIA | $4.3B | +18% | 20 | $215M | 96% | 96% | 55 | 3 | 4 |
| A•••• W••••• A••••••• independent RIA | $4.3B | +64% | 11 | $390M | 76% | 100% | 12 | 4 | |
| S••• M••••••• A•••••••• L•• independent RIA | $4.3B | +27% | 21 | $204M | 94% | 100% | 9 | 1 | 3 |
| V•••••• C•••••• P•••••••• I••• asset manager | $4.3B | -25% | 0.0% | 2 | 15 | ||||
| T••••• C•••• T•••• independent RIA | $4.3B | +17% | 3 | $1.4B | 99% | 100% | 34 | 1 | |
| E••• C•••••• asset manager | $4.3B | 6.6% | 1 | ||||||
| M•• A•••••••• I••• asset manager | $4.3B | +10% | 0.0% | 8 | 15 | ||||
| S••••••••• W••••• mixed wealth | $4.3B | +19% | 207 | $20.6M | 40% | 37% | 41 | 53 | |
| A••••• R••• E••••• F••• A••••••• L•• asset manager | $4.3B | -25% | 0.0% | 29 | |||||
| M•••••• C•••••• M••••••••• L•• other | $4.3B | +6.0% | 1 | $4.3B | 19% | 100% | 1 | ||
| S•••••• C•••••• M••••••••• L• asset manager | $4.3B | 0.0% | 3 | 2 | |||||
| B••••• C•••••• M••••••••• I••• mixed wealth | $4.3B | +5.0% | 26 | $164M | 47% | 18% | 393 | 2 | |
| T••••••• F•••••••• M••••••••• L• asset manager | $4.3B | +19% | 0.0% | 2 | 1 | ||||
| H••••••• A•••••••• I••• asset manager | $4.3B | +68% | 1 | $4.3B | 0.0% | 4 | |||
| B•••••••• C•••••• M••••••••• L•• asset manager | $4.3B | +5.6% | 4 | $1.1B | 1.7% | 100% | 3 | 1 | |
| C••••••• C•••••• M••••••••• L•• institutional | $4.2B | +8.8% | 0.0% | 100% | 2 | ||||
| F••••••• B•• C•••••• A•••••• L•• asset manager | $4.2B | +1.9% | 0.0% | 1 | |||||
| T•••••• I••••••••• asset manager | $4.2B | +9.9% | 0.4% | 100% | 5 | 6 | |||
| R•••••••• M•••••• C•••••• M••••••••• L•• independent RIA | $4.2B | +7.9% | 21 | $201M | 70% | 98% | 34 | 1 | |
| Z•• I••••••••• C•••••• I•• independent RIA | $4.2B | +9.6% | 13 | $325M | 90% | 96% | 76 | 1 | |
| W••••• I••••••••• C•••••• I•• other | $4.2B | +6.9% | 6 | $704M | 12% | 97% | 30 | 1 | 3 |
| P•••••• G••••• M••••••••• L•• asset manager | $4.2B | +4.2% | 0.0% | 5 | 18 | ||||
| B• R•••• W••••• A•••••••• I••• BD affiliated | $4.2B | -40% | 167 | $25.2M | 95% | 47% | 60 | 96 | |
| S••••• I••••••••• L•• mixed wealth | $4.2B | -0.4% | 6 | $702M | 32% | 100% | 219 | 2 |
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.