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 |
|---|---|---|---|---|---|---|---|---|---|
| MONTIS FINANCIAL, LLC independent RIA | $1.3B | 17 | $74.1M | 100% | 91% | 34 | 7 | ||
| OPAL WEALTH ADVISORS, LLC independent RIA | $1.2B | +20% | 10 | $124M | 86% | 88% | 73 | 1 | |
| SC&H WEALTH independent RIA | $1.2B | +9.1% | 19 | $64.8M | 99% | 81% | 35 | 3 | |
| ARQ WEALTH ADVISORS, LLC independent RIA | $1.2B | +91% | 15 | $80.8M | 98% | 88% | 40 | 1 | |
| TVAMP, LLC independent RIA | $1.2B | +18% | 25 | $47.4M | 98% | 61% | 101 | 29 | |
| VERUS FINANCIAL PARTNERS independent RIA | $1.2B | +18% | 12 | $98.5M | 100% | 77% | 53 | 2 | |
| COOPER/HAIMS ADVISORS, LLC independent RIA | $1.2B | +23% | 9 | $131M | 97% | 93% | 58 | 1 | |
| EVERGREEN WEALTH independent RIA | $1.2B | +22% | 6 | $197M | 51% | 69% | 96 | 2 | |
| CHEVIOT VALUE MANAGEMENT, LLC independent RIA | $1.2B | +21% | 8 | $146M | 96% | 90% | 72 | 6 | |
| ALASKA WEALTH ADVISORS independent RIA | $1.2B | +25% | 13 | $88.9M | 97% | 87% | 51 | 1 | |
| KORHORN FINANCIAL GROUP independent RIA | $1.2B | +23% | 49 | $23.5M | 92% | 70% | 47 | 5 | |
| IGNITE PLANNERS LLC independent RIA | $1.1B | +21% | 25 | $45.5M | 99% | 47% | 184 | 8 | 2 |
| ELLEVEST independent RIA | $1.1B | -47% | 13 | $87.0M | 97% | 92% | 36 | 13 | |
| THE KELLY GROUP independent RIA | $1.1B | +19% | 15 | $75.4M | 93% | 62% | 72 | 3 | |
| THE CLARUS GROUP independent RIA | $1.1B | +26% | 9 | $123M | 100% | 88% | 68 | 4 | |
| FINANCIAL CONSULATE independent RIA | $1.1B | +18% | 13 | $84.3M | 99% | 78% | 65 | 14 | |
| THE JOSEPH GROUP CAPITAL MANAGEMENT independent RIA | $1.1B | +15% | 9 | $121M | 97% | 85% | 91 | 1 | |
| FINANCIAL CONCEPTS independent RIA | $1.1B | +22% | 4 | $272M | 97% | 58% | 630 | 1 | |
| ELWOOD & GOETZ independent RIA | $1.1B | +32% | 21 | $51.1M | 100% | 86% | 32 | 7 | |
| FORM WEALTH ADVISORS, LLC independent RIA | $1.1B | +13% | 8 | $132M | 94% | 59% | 96 | 2 | |
| GOLDSTONE FINANCIAL GROUP, LLC independent RIA | $1.1B | +32% | 17 | $62.0M | 100% | 44% | 99 | 17 | |
| FAITHWARD ADVISORS, LLC independent RIA | $1.1B | +16% | 18 | $58.5M | 96% | 62% | 169 | 7 | |
| SOUTHERN FINANCIAL GROUP, LLC independent RIA | $1.1B | +12% | 4 | $263M | 100% | 73% | 285 | 1 | |
| WILLIAM MACK & ASSOCIATES INC independent RIA | $1.0B | +26% | 15 | $69.0M | 97% | 76% | 63 | 27 | |
| WALKNER CONDON FINANCIAL ADVISORS LLC independent RIA | $1.0B | +41% | 16 | $64.4M | 99% | 74% | 50 | 2 | |
| IFG ADVISORS, LLC independent RIA | $1.0B | +26% | 7 | $147M | 100% | 92% | 81 | 1 | |
| JOHN MOORE & ASSOCIATES INC independent RIA | $1.0B | +6.0% | 5 | $206M | 98% | 84% | 143 | 2 | |
| PERRYMAN FINANCIAL ADVISORY, INC. independent RIA | $1.0B | +29% | 8 | $128M | 97% | 85% | 64 | 1 | |
| SOLLINDA CAPITAL MANAGEMENT LLC mixed wealth | $1.0B | +12% | 17 | $59.8M | 49% | 46% | 101 | 8 | |
| VERTEX PARTNERS independent RIA | $1.0B | +22% | 13 | $77.8M | 100% | 77% | 64 | 2 | |
| FERMATA ADVISORS independent RIA | $1.0B | -12% | 14 | $72.1M | 68% | 65% | 201 | 6 | |
| MCGLONE SUTTNER WEALTH MANAGEMENT, INC. independent RIA | $1.0B | +23% | 8 | $126M | 97% | 83% | 89 | 3 | |
| WORLD EQUITY GROUP, INC. BD affiliated | $1.0B | -15% | 57 | $17.6M | 100% | 64% | 55 | 38 | |
| SACHETTA, LLC independent RIA | $1.0B | +13% | 11 | $90.9M | 100% | 86% | 54 | 2 | |
| MCLEAN ASSET MANAGEMENT CORP. independent RIA | $994M | +21% | 17 | $58.5M | 92% | 88% | 29 | 5 | |
| AMERICAN INDEPENDENT SECURITIES GROUP, LLC independent RIA | $986M | +63% | 47 | $21.0M | 98% | 40% | 92 | 37 | |
| BRISTOL WEALTH GROUP independent RIA | $986M | +12% | 6 | $164M | 80% | 62% | 139 | 2 | |
| WEALTH ALLIANCE ADVISORY GROUP, LLC independent RIA | $979M | +22% | 6 | $163M | 77% | 72% | 153 | 1 | |
| LEVEL FINANCIAL ADVISORS, INC. independent RIA | $975M | +26% | 8 | $122M | 100% | 81% | 91 | 6 | |
| BENTOAK CAPITAL independent RIA | $970M | +21% | 19 | $51.0M | 73% | 77% | 41 | 4 | |
| LIFEWORKS ADVISORS, LLC independent RIA | $967M | +30% | 44 | $22.0M | 93% | 72% | 40 | 37 | |
| THE PACIFIC CENTER FOR FINANCIAL SERVICES independent RIA | $961M | +9.3% | 5 | $192M | 100% | 83% | 156 | 5 | |
| LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. independent RIA | $958M | +16% | 9 | $106M | 94% | 68% | 120 | 3 | |
| LEGACY FINANCIAL STRATEGIES, LLC independent RIA | $952M | +18% | 13 | $73.2M | 81% | 82% | 49 | 1 | |
| DESTINY WEALTH PARTNERS, LLC independent RIA | $947M | +33% | 16 | $59.2M | 100% | 75% | 59 | 5 | |
| GALECKI FINANCIAL MANAGEMENT INC independent RIA | $929M | +21% | 6 | $155M | 100% | 100% | 1 | ||
| KEUDELL MORRISON WEALTH MANAGEMENT, LLC independent RIA | $922M | +13% | 8 | $115M | 87% | 74% | 96 | 1 | |
| STRATEGICPOINT INVESTMENT ADVISORS LLC independent RIA | $915M | +13% | 6 | $152M | 99% | 81% | 118 | 2 | |
| ROSEMEYER MANAGEMENT GROUP independent RIA | $914M | +32% | 15 | $60.9M | 94% | 66% | 77 | 5 | |
| SYVERSON STREGE independent RIA | $911M | +1.2% | 14 | $65.1M | 96% | 94% | 37 | 1 | |
| CLAYTON WEALTH PARTNERS independent RIA | $910M | +12% | 7 | $130M | 85% | 61% | 102 | 2 | |
| MARSJEWETT FINANCIAL GROUP independent RIA | $901M | +23% | 7 | $129M | 100% | 88% | 102 | 2 | |
| GREENUP STREET WEALTH MANAGEMENT LLC independent RIA | $900M | +36% | 20 | $45.0M | 99% | 70% | 49 | 3 | |
| UNITED CAPITAL MANAGEMENT OF KANSAS, INC. independent RIA | $885M | +32% | 25 | $35.4M | 91% | 68% | 64 | 11 | |
| VERDE CAPITAL MANAGEMENT, INC. independent RIA | $846M | +24% | 13 | $65.1M | 94% | 74% | 60 | 1 | |
| NET WORTH ADVISORY GROUP, LLC independent RIA | $838M | +17% | 15 | $55.9M | 100% | 76% | 57 | 1 | |
| MARKET STREET WEALTH MANAGEMENT independent RIA | $837M | +17% | 12 | $69.7M | 100% | 60% | 88 | 7 | |
| MASON & ASSOCIATES, INC. independent RIA | $829M | +31% | 8 | $104M | 84% | 82% | 80 | 2 | |
| PREMIER FINANCIAL GROUP INC independent RIA | $820M | +14% | 12 | $68.3M | 76% | 23% | 46 | 1 | |
| MOSS, LUSE & WOMBLE, LLC independent RIA | $803M | +35% | 23 | $34.9M | 56% | 70% | 21 | 1 |
507 practices match (Planning-led practice). 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.