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 |
|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL PARTNERS GROUP, INC. independent RIA | $1.1B | +18% | 9 | $127M | 99% | 79% | 135 | 1 | |
| AETHER INVESTMENT PARTNERS, LLC asset manager | $1.1B | -11% | 0.0% | 2 | 8 | ||||
| ETZ ADVISORY LLC independent RIA | $1.1B | 2 | $572M | 100% | 100% | 1 | |||
| VIRTUS REAL ESTATE LLC asset manager | $1.1B | +58% | 0.0% | 2 | 4 | ||||
| IRONVINE CAPITAL PARTNERS, LLC mixed wealth | $1.1B | +4.1% | 5 | $229M | 20% | 89% | 26 | 2 | |
| 1•• C•••••• A•••••••• L•• asset manager | $1.1B | +104% | 0.0% | 1 | |||||
| M••• A•••• M••••••••• L• institutional | $1.1B | +6.7% | 38% | 100% | 1 | 2 | |||
| L•••••• H••• C•••••• P•••••••• L••• asset manager | $1.1B | +16% | 0.0% | 1 | 4 | ||||
| T••••••• A•••• M••••••••• L•• asset manager | $1.1B | +3.8% | 0.0% | 1 | 1 | ||||
| I•••••• A•••• M••••••••• ••• L•••••• asset manager | $1.1B | -13% | 0.0% | 1 | 3 | ||||
| E••••••• C•••••• M••••••••• independent RIA | $1.1B | +29% | 10 | $114M | 90% | 96% | 29 | 1 | 2 |
| F•• F•••••••• A•••••••• L•• independent RIA | $1.1B | +23% | 9 | $127M | 97% | 97% | 27 | 1 | 3 |
| I•••••••• A•••• M••••••••• L•• asset manager | $1.1B | 0.0% | 1 | 3 | |||||
| W••••••••• W••••• I••• independent RIA | $1.1B | +28% | 10 | $114M | 95% | 86% | 79 | 2 | |
| F••••••••• R••••••• M••••••••• I••• independent RIA | $1.1B | +24% | 5 | $228M | 69% | 96% | 42 | 1 | |
| G••••••• W••••• S••••••••• L•• independent RIA | $1.1B | +21% | 5 | $228M | 97% | 70% | 247 | 3 | |
| C•••••• W••••• M••••••••• L•• independent RIA | $1.1B | +14% | 12 | $94.8M | 68% | 94% | 50 | 1 | |
| I••••• P••••••• L•• independent RIA | $1.1B | +21% | 25 | $45.5M | 99% | 47% | 184 | 8 | 2 |
| S••••••• I•••••••• L• asset manager | $1.1B | +160% | 0.0% | 2 | 2 | ||||
| S•••• C•••••• L•• institutional | $1.1B | +13% | 2 | $568M | 38% | 100% | 14 | 1 | 4 |
| O•• H•••••• I••••••••• S••••••• independent RIA | $1.1B | +21% | 19 | $59.8M | 90% | 70% | 51 | 1 | |
| C•••••• A••••••• S••••••••• P••••••• L•• institutional | $1.1B | +0.0% | 0.0% | 1 | 1 | ||||
| Y••••••• M••••••••• L•• other | $1.1B | +31% | 0.0% | 2 | 3 | ||||
| C••••• C•••• C•••••• asset manager | $1.1B | +6.3% | 0.0% | 2 | 9 | ||||
| P•• M•••••• L•• asset manager | $1.1B | +20% | 0.0% | 1 | |||||
| 7•• C••••••• L•• asset manager | $1.1B | +4.9% | 0.0% | 1 | 32 | ||||
| S•••••••• C•••••• asset manager | $1.1B | +35% | 0.0% | 1 | 9 | ||||
| T•••••• C•••••• M••••••••• L•• asset manager | $1.1B | +80% | 0.0% | 1 | 1 | ||||
| G•••••• I••••••••• G•••• L•• asset manager | $1.1B | +3.6% | 0.0% | 1 | 5 | ||||
| P•••••••• I••••••••• M••••••••• I••• independent RIA | $1.1B | -7.9% | 4 | $283M | 98% | 95% | 80 | 1 | |
| T•• D• B•••• G••••• I••• other | $1.1B | +10.0% | 4 | $283M | 16% | 94% | 23 | 1 | |
| H• I••••••••• L••••• asset manager | $1.1B | +3.7% | 0.0% | 2 | 5 | ||||
| I••••••• F••• A••••••• L•• asset manager | $1.1B | +1043% | 0.0% | 2 | |||||
| A••••• U• other | $1.1B | -70% | 0.0% | 3 | |||||
| O••••• M••••••••• L•• asset manager | $1.1B | +12% | 0.0% | 2 | 17 | ||||
| A••••• A••••••••• L•• asset manager | $1.1B | +8.0% | 16 | $70.7M | 0.0% | 2 | 17 | ||
| S•••• C•••••• A•••••••• L•• mixed wealth | $1.1B | +17% | 6 | $189M | 29% | 86% | 47 | 1 | |
| G••••• C•••••• G••••• L•• other | $1.1B | +0.8% | 6.9% | 100% | 1 | 13 | |||
| E••••••• independent RIA | $1.1B | -47% | 13 | $87.0M | 97% | 92% | 36 | 13 | |
| T•• K•••• G•••• independent RIA | $1.1B | +19% | 16 | $70.7M | 93% | 62% | 68 | 3 | |
| Q•• A••••••• asset manager | $1.1B | +189% | 0.0% | 1 | 2 | ||||
| P•••••• F•••••••• M••••••• L••• asset manager | $1.1B | +3.4% | 0.0% | 1 | 5 | ||||
| M• F•••••••• L•• independent RIA | $1.1B | +7.4% | 3 | $376M | 91% | 99% | 38 | 1 | 21 |
| M••••••• C•••••• L• asset manager | $1.1B | +7.7% | 0.0% | 1 | 6 | ||||
| E••• P•••••••• A•••••••• L•• asset manager | $1.1B | 0.0% | 3 | 10 | |||||
| M•••••• F•••••••• P•••••••• L•• independent RIA | $1.1B | 7 | $161M | 83% | 88% | 64 | 1 | ||
| S•••••• H•••• • J•••• I•• independent RIA | $1.1B | +23% | 9 | $125M | 91% | 80% | 96 | 1 | |
| A•••••• C•••••• P••••••• L•• independent RIA | $1.1B | +16% | 6 | $188M | 100% | 93% | 62 | 2 | |
| L••• I••• independent RIA | $1.1B | +16% | 17 | $66.2M | 97% | 24% | 143 | 15 | |
| T•••••• •••• L•• asset manager | $1.1B | +15% | 0.0% | 1 | 20 | ||||
| I•••••• W••••• P••••••• independent RIA | $1.1B | +16% | 15 | $74.9M | 100% | 73% | 64 | 1 | |
| A•••••• C•••••• mixed wealth | $1.1B | +39% | 3 | $375M | 48% | 94% | 83 | 1 | |
| K•••••• B••••••• F•••••••• S•••••••• L••• independent RIA | $1.1B | +23% | 3 | $375M | 90% | 89% | 158 | 1 | |
| I••••••••• A••••••• R••••• I••••••••• L•• other | $1.1B | -13% | 0.0% | 2 | 3 | ||||
| C•• L•• independent RIA | $1.1B | +18% | 23 | $48.9M | 98% | 76% | 62 | 5 | |
| V•••••• W••••• M••••••••• L•• independent RIA | $1.1B | +25% | 6 | $187M | 99% | 86% | 106 | 1 | |
| F•••••••• F•••••••• G••••• L•• independent RIA | $1.1B | +45% | 9 | $125M | 100% | 94% | 46 | 5 | |
| C•••••• • C• L•• independent RIA | $1.1B | +4.5% | 9 | $125M | 93% | 88% | 67 | 4 | |
| B•••••••• R••••• A••••••• I•• asset manager | $1.1B | -30% | 0.0% | 5 | 3 | ||||
| M••••••• C•••••• P••••••• L•• asset manager | $1.1B | +20% | 0.0% | 3 |
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 5 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.