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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDUCIARYVEST, LLC institutional | $4.9B | +12% | 5 | $987M | 2.9% | 100% | 2 | ||
| STABLE ASSET MANAGEMENT LP institutional | $4.6B | +5.8% | 0.0% | 4 | 5 | ||||
| PERFORMA LIMITED (US), LLC other | $4.5B | +21% | 0.0% | 2 | 2 | ||||
| ALASKA PERMANENT CAPITAL MANAGEMENT, LLC institutional | $4.4B | +7.6% | 1 | $4.4B | 0.0% | 1 | |||
| PCA INVESTMENT ADVISORY SERVICES, INC. mixed wealth | $4.3B | +20% | 10 | $431M | 22% | 81% | 87 | 1 | |
| PROMANAGE, LLC institutional | $4.1B | -33% | 3 | $1.4B | 0.0% | 1 | |||
| WINTHROP CAPITAL MANAGEMENT institutional | $4.0B | +2.0% | 4 | $993M | 10.0% | 45% | 117 | 1 | 1 |
| ADVUS FINANCIAL PARTNERS, LLC mixed wealth | $4.0B | +29% | 11 | $361M | 24% | 88% | 40 | 3 | |
| GUIDESTONE INVESTMENT SERVICES institutional | $3.9B | 0.0% | 1 | ||||||
| IMA ADVISORY SERVICES, INC. mixed wealth | $3.9B | +47% | 45 | $86.8M | 22% | 88% | 10 | 8 | |
| TWO WEST CAPITAL ADVISORS LLC institutional | $3.9B | +20% | 16 | $243M | 7.1% | 70% | 23 | 2 | |
| ASSUREDPARTNERS INVESTMENT ADVISORS mixed wealth | $3.9B | +19% | 33 | $118M | 32% | 63% | 55 | 18 | |
| ATTUCKS ASSET MANAGEMENT, LLC institutional | $3.9B | +14% | 0.0% | 1 | |||||
| SPEARHEAD ADMINISTRATIVE SERVICES, LLC other | $3.8B | +78% | 5 | $766M | 0.0% | 4 | 25 | ||
| RETIREMENT PLAN ADVISORS, LLC mixed wealth | $3.5B | +88% | 47 | $75.3M | 23% | 20% | 172 | 31 | |
| VALLEY FORGE INVESTMENT CONSULTANTS, INC. mixed wealth | $3.5B | +23% | 12 | $291M | 28% | 96% | 20 | 1 | |
| WESTFULLER ADVISORS, LLC institutional | $3.4B | +58% | 8 | $421M | 7.1% | 100% | 2 | ||
| RED CEDAR INVESTMENT MANAGEMENT other | $3.3B | +68% | 8 | $416M | 0.0% | 2 | 1 | ||
| FAIRCOURT PARTNERS, LLC institutional | $3.1B | +28% | 4 | $780M | 0.9% | 94% | 3 | 1 | |
| 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 | ||
| IWC INVESTMENT PARTNERS A/S institutional | $2.9B | -0.8% | 0.0% | 2 | |||||
| ASSET MANAGEMENT ONE USA INC. institutional | $2.9B | -60% | 0.0% | 1 | 4 | ||||
| DESCHUTES INVESTMENT CONSULTING, LLC other | $2.9B | +17% | 8 | $361M | 17% | 84% | 50 | 2 | |
| INVESTMENT CONSULTING GROUP INC other | $2.8B | +9.2% | 2 | $1.4B | 12% | 93% | 62 | 2 | |
| MARINER INSTITUTIONAL, LLC other | $2.8B | +11% | 17 | $166M | 18% | 100% | 16 | ||
| EXPAND FINANCIAL, LLC institutional | $2.8B | +51% | 6 | $462M | 3.1% | 80% | 20 | 3 | |
| ADVANCED PORTFOLIO MANAGEMENT, LLC institutional | $2.7B | +24% | 0.0% | 1 | |||||
| DUNCAN WILLIAMS ASSET MANAGEMENT, LLC mixed wealth | $2.7B | +25% | 15 | $180M | 30% | 60% | 133 | 1 | |
| 36 NORTH CAPITAL MANAGEMENT, LLC institutional | $2.7B | +14% | 3 | $890M | 0.0% | 1 | |||
| MULTNOMAH GROUP, INC. institutional | $2.7B | +20% | 15 | $178M | 6.1% | 81% | 9 | 1 | |
| INGHAM RETIREMENT GROUP mixed wealth | $2.6B | +13% | 10 | $262M | 26% | 77% | 80 | 1 | |
| LCG ASSOCIATES, INC. other | $2.6B | +7.7% | 4 | $652M | 4.0% | 100% | 3 | ||
| MAS ADVISORS LLC institutional | $2.6B | +71% | 4 | $639M | 1.6% | 98% | 4 | 3 | |
| CKW FINANCIAL GROUP, LLC mixed wealth | $2.5B | +14% | 1 | $2.5B | 31% | 92% | 544 | 2 | |
| RETIREMENT RESOURCES INVESTMENT CORPORATION institutional | $2.4B | +23% | 2 | $1.2B | 6.5% | 82% | 61 | 1 | |
| PRODIGY ASSET MANAGEMENT LLC other | $2.4B | +14% | 5 | $487M | 16% | 98% | 14 | 1 | 1 |
| STAIRWAY PARTNERS, LLC institutional | $2.4B | +16% | 4 | $590M | 8.8% | 98% | 13 | 1 | |
| MISSION PRIME LLC institutional | $2.3B | +3.9% | 2 | $1.2B | 0.0% | 1 | |||
| CORNERSTONE MANAGEMENT, INC. other | $2.3B | +21% | 9 | $254M | 14% | 86% | 21 | 1 | |
| SELLWOOD INVESTMENT PARTNERS LLC institutional | $2.3B | +16% | 8 | $285M | 5.6% | 100% | 1 | 1 | |
| BEIRNE. other | $2.3B | +14% | 4 | $565M | 12% | 72% | 109 | 3 | |
| TWELVE POINTS WEALTH MANAGEMENT mixed wealth | $2.2B | +32% | 20 | $112M | 29% | 52% | 30 | 2 | |
| DETALUS ADVISORS, LLC mixed wealth | $2.2B | +139% | 13 | $171M | 35% | 82% | 51 | 1 | |
| JD EUROWAY CAPITAL PARTNERS LLC mixed wealth | $2.2B | 26% | 100% | 1 | 2 | ||||
| 1834 INVESTMENT ADVISORS CO. mixed wealth | $2.2B | +112% | 17 | $129M | 46% | 93% | 22 | 11 | |
| MERCER INVESTMENT SOLUTIONS LLC other | $2.2B | -0.0% | 0.0% | 1 | |||||
| PINNACLE PENSION CONSULTANTS LLC institutional | $2.2B | +43% | 3 | $723M | 0.0% | 1 | |||
| FIDUCIARY ADVISORS, INC. institutional | $2.1B | +22% | 3 | $702M | 9.4% | 89% | 36 | 1 | |
| COMPERIO RETIREMENT CONSULTING, INC. institutional | $2.0B | -1.3% | 2 | $993M | 0.0% | 1 | |||
| AXIA ADVISORY other | $1.9B | +2.1% | 4 | $470M | 10% | 91% | 23 | 1 | |
| LATASH INVESTMENTS, LLC other | $1.7B | +12% | 3 | $579M | 16% | 100% | 1 | 3 | |
| RAFFA INVESTMENT ADVISERS other | $1.7B | +10% | 6 | $283M | 19% | 97% | 12 | 6 | |
| MATISSE CAPITAL mixed wealth | $1.6B | +8.3% | 10 | $163M | 26% | 84% | 31 | 1 | 1 |
| KINGS PATH PARTNERS LLC mixed wealth | $1.5B | +20% | 4 | $382M | 23% | 75% | 39 | 1 | |
| ANDERSON FINANCIAL PARTNERS, INC. mixed wealth | $1.5B | +29% | 25% | 100% | 1 | ||||
| THE INFORMED MOMENTUM COMPANY LLC institutional | $1.5B | +36% | 3 | $498M | 0.0% | 2 | |||
| ACUITAS INVESTMENTS, LLC institutional | $1.5B | +15% | 2 | $741M | 0.0% | 1 | 2 | ||
| NEBRODI PARTNERS, LLC institutional | $1.5B | -0.3% | 0.0% | 1 | |||||
| GAM USA INC. other | $1.5B | +35% | 0.0% | 4 | 5 |
277 practices match (OCIO / institutional advisory). 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.