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 |
|---|---|---|---|---|---|---|---|---|---|
| SATOVSKY ASSET MANAGEMENT LLC independent RIA | $975M | +16% | 5 | $195M | 96% | 95% | 41 | 1 | |
| BALMORAL MANAGEMENT II L.P. asset manager | $974M | -29% | 0.0% | 1 | 5 | ||||
| MAIA WEALTH independent RIA | $973M | +38% | 42 | $23.2M | 99% | 55% | 51 | 9 | |
| LEBENTHAL GLOBAL ADVISORS, LLC independent RIA | $972M | +19% | 25 | $38.9M | 89% | 55% | 95 | 11 | |
| CREWCIAL PARTNERS LLC institutional | $972M | 9.9% | 100% | 1 | |||||
| A••••• A••••••••• I•• independent RIA | $972M | +13% | 3 | $324M | 99% | 96% | 82 | 1 | |
| I•••••••• P••••••• independent RIA | $971M | +4.7% | 98% | 100% | 1 | 2 | |||
| V•••• C••••••• L•• mixed wealth | $971M | +21% | 7 | $139M | 41% | 88% | 36 | 2 | |
| E•• R•••• W••••• M••••••••• L•• independent RIA | $971M | +7.3% | 1 | $971M | 92% | 94% | 251 | 3 | |
| T•• A••••••• F•••••••• G••••• I••• independent RIA | $971M | +13% | 5 | $194M | 99% | 93% | 73 | 1 | |
| S•••• C•••••• P••••••• independent RIA | $971M | 1 | $971M | 99% | 100% | 85 | 1 | ||
| C•••••• A••••••• A•••••••• L•• asset manager | $970M | +54% | 0.0% | 5 | 9 | ||||
| C••••••• M••••• L•• asset manager | $970M | +25% | 5 | $194M | 8.3% | 98% | 3 | 1 | |
| C••••• R••• E••••• P••••••• asset manager | $970M | +3.8% | 0.0% | 2 | 20 | ||||
| B•••••• C•••••• independent RIA | $970M | +21% | 19 | $51.0M | 73% | 77% | 41 | 4 | |
| T•• I••••••••• G•••• institutional | $969M | +2.5% | 0.0% | 1 | 1 | ||||
| C•••••• C•••••• A••••••• independent RIA | $969M | +50% | 9 | $108M | 81% | 74% | 106 | 1 | |
| F•••• S•••••• I•••••••• ••• L•• asset manager | $969M | +5.0% | 0.0% | 1 | 8 | ||||
| C•• R••• C•••••• M••••••••• L• asset manager | $968M | -21% | 0.0% | 1 | 2 | ||||
| O•••• C•••••• A••••••• L•• other | $967M | +23% | 7 | $138M | 4.0% | 90% | 4 | 1 | |
| F•••••••• F•••• M••••••••• L•• asset manager | $967M | 0.0% | 3 | 25 | |||||
| L•••••••• A•••••••• L•• independent RIA | $967M | +30% | 44 | $22.0M | 93% | 72% | 40 | 37 | |
| P•••••••• H••••••••• C•••••• M••••••••• L• asset manager | $966M | +2.2% | 0.0% | 1 | 4 | ||||
| T•••••••• A•••• M••••••••• S•••••••• P••• L••• asset manager | $966M | 0.0% | 1 | 1 | |||||
| A•••••• C•••••• M••••••••• I•• institutional | $966M | +13% | 3 | $322M | 29% | 98% | 19 | 1 | 4 |
| U••••• W•••••• L•• independent RIA | $966M | +26% | 14 | $69.0M | 95% | 68% | 58 | 2 | |
| H•••••• C•••••• P•••••••• L•• independent RIA | $965M | +11% | 5 | $193M | 64% | 85% | 78 | 1 | |
| C••••• C•••••• L•• asset manager | $965M | -8.8% | 0.0% | 1 | 3 | ||||
| B•••••••• A•••••••• L•• asset manager | $964M | 0.0% | 1 | ||||||
| R•••••• H••••••••• C•••••• L•• asset manager | $964M | +52% | 1 | $964M | 0.0% | 1 | 6 | ||
| G•••• • W••••• I•• independent RIA | $964M | +5.6% | 95% | 99% | 1 | ||||
| Z••••• A• asset manager | $964M | +56% | 2.0% | 73% | 1 | ||||
| A•• I••••••••• M••••••••• I•• mixed wealth | $964M | +15% | 4 | $241M | 33% | 73% | 73 | 1 | |
| B•••• C•••••• M••••••••• L•• asset manager | $963M | +52% | 0.0% | 1 | 1 | ||||
| B•••• C•••••• A•••• M••••••••• L•• asset manager | $962M | -0.1% | 0.0% | 2 | 5 | ||||
| P••••••• F•• G••••• asset manager | $962M | +3.7% | 0.0% | 2 | 7 | ||||
| C•••• A••••••• L•• asset manager | $962M | +231% | 7 | $137M | 0.0% | 3 | 7 | ||
| I••••••••• W••••• S•••••••• L•• independent RIA | $961M | +52% | 6 | $160M | 100% | 4.0% | 526 | 2 | |
| W•••• D••• asset manager | $961M | -31% | 0.0% | 1 | 12 | ||||
| T•• P•••••• C••••• F•• F•••••••• S••••••• independent RIA | $961M | +9.3% | 5 | $192M | 100% | 83% | 156 | 5 | |
| F••••• C•••••• L• asset manager | $960M | +2.6% | 0.0% | 1 | 8 | ||||
| T••••••••• P•••••••• L•• independent RIA | $960M | +31% | 7 | $137M | 98% | 92% | 36 | 1 | |
| C•••••••• C•••••• L•• asset manager | $960M | 0.0% | 2 | ||||||
| K•••••• C•••••• M••••••••• L••••• asset manager | $960M | +11% | 0.0% | 1 | 8 | ||||
| S•••••• P••• C•••••• asset manager | $960M | -12% | 0.0% | 2 | 5 | ||||
| R•••• • Y• I••••••••• A•••••••• L•• independent RIA | $959M | +12% | 10 | $95.9M | 93% | 86% | 46 | 4 | |
| M•••••• W••••• M••••••••• independent RIA | $959M | +104% | 38 | $25.2M | 97% | 44% | 40 | 20 | |
| M•••••• C•••••• M••••••••• L•• asset manager | $959M | +299% | 1 | $959M | 0.0% | 5 | |||
| L•••••• R••••• I••••••••• A•••••••• P••••••• independent RIA | $958M | +16% | 9 | $106M | 94% | 68% | 120 | 3 | |
| C••••••• A••••••••• I•• independent RIA | $958M | -4.3% | 4 | $240M | 97% | 93% | 95 | 2 | |
| E•• M••••••••• L••• asset manager | $957M | -1.3% | 0.0% | 1 | 6 | ||||
| C•••••• C•••••• M••••••••• L••• asset manager | $957M | +49% | 0.0% | 1 | 6 | ||||
| C•••••• C••••• M•••••••• L•• asset manager | $957M | -1.7% | 0.0% | 4 | 2 | ||||
| V•• A•••••••• L•• asset manager | $957M | +1.0% | 0.0% | 5 | |||||
| P•••••• F••••• O•••••• L•• mixed wealth | $957M | +21% | 4 | $239M | 25% | 91% | 25 | 1 | |
| M•• F•••••••• independent RIA | $956M | +10% | 6 | $159M | 100% | 91% | 80 | 1 | |
| F•••• I••••••••• A•••••••• I•• institutional | $956M | +8.0% | 5 | $191M | 0.0% | 1 | |||
| R••••• M••••••••• L••• asset manager | $956M | +3.7% | 0.0% | 1 | 3 | ||||
| T•••••••• C•••••• P••••••• L• asset manager | $955M | -12% | 0.0% | 1 | 3 | ||||
| F•••••••• G••••• I••••••••• I••• institutional | $955M | +5.4% | 2.1% | 100% | 1 |
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.