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 |
|---|---|---|---|---|---|---|---|---|---|
| KEENAN FINANCIAL independent RIA | $202M | +37% | 19 | $10.7M | 100% | 40% | 40 | 1 | |
| ACCELERATED WEALTH ADVISORS LLC independent RIA | $180M | -3.1% | 1 | $180M | 54% | 33% | 568 | 2 | 3 |
| WERNER FINANCIAL independent RIA | $152M | +48% | 2 | $76.2M | 84% | 67% | 236 | 1 | |
| THE LIFE GROUP FINANCIAL SERVICES independent RIA | $146M | +16% | 5 | $29.2M | 100% | 24% | 252 | 5 | |
| ADVISOR.COM independent RIA | $127M | +147% | 3 | $42.3M | 100% | 28% | 142 | 1 | |
| ENCOMPASS ADVISORY SERVICES, LLC independent RIA | $121M | +18% | 7 | $17.3M | 99% | 42% | 61 | 1 | |
| FINHABITS ADVISORS, LLC independent RIA | $116M | +21% | 2 | $58.0M | 100% | 1 | |||
| ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT independent RIA | $107M | 46 | $2.3M | 100% | 17% | 10 | 2 | ||
| SLP WEALTH independent RIA | $63.7M | +118% | 14 | $4.5M | 100% | 9.3% | 118 | 15 | |
| SAVVI FINANCIAL LLC independent RIA | $44.7M | +24% | 6 | $7.5M | 100% | 49% | 23 | 1 | |
| DOMAIN MONEY ADVISORS, LLC independent RIA | $43.3M | 21 | $2.1M | 100% | 64% | 9 | 1 | ||
| ORIGIN INVESTMENT ADVISORY LLC independent RIA | $34.7M | +1514% | 33 | $1.1M | 100% | 0.0% | 230 | 1 | |
| FRUITFUL independent RIA | $25.2M | 18 | $1.4M | 100% | 5.3% | 20 | 2 | ||
| PUBLIC SAFETY FINANCIAL/GALLOWAY independent RIA | $17.9M | -98% | 27 | $662,288 | 100% | 1 | |||
| ATWOOD FINANCIAL PLANNING LLC independent RIA | $15.8M | 7 | $2.3M | 100% | 100% | 134 | 6 | ||
| TIMOTHY FINANCIAL COUNSEL, INC. no RAUM | $0 | 22 | $0 | 1 | |||||
| NECTARINE no RAUM | $0 | 29 | $0 | 111 | 29 | ||||
| Q3 ADVISORS, LLC no RAUM | $0 | 22 | $0 | 17 | |||||
| ADDITION WEALTH no RAUM | $0 | 1 | $0 | 1 | |||||
| NORTHSTAR INVESTMENT ADVISORY LLC no RAUM | $0 | 9 | $0 | 2,729 | 10 | ||||
| BRIGHTPLAN LLC no RAUM | $0 | 6 | $0 | 1 | |||||
| BOLDIN ADVISORS no RAUM | $0 | 18 | $0 | 46 | 14 | ||||
| PLANVISION, LLC no RAUM | $0 | 8 | $0 | 921 | 6 | ||||
| ABUNDO WEALTH no RAUM | $0 | 13 | $0 | 11 | |||||
| CHARLES SCHWAB & CO., INC. national BD | n/a | 6,782 | 450 | ||||||
| APTUS FINANCIAL, LLC no RAUM | n/a | 13 | 13 |
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506 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.