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.
878 practices match
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| HFM INVESTMENT ADVISORS, LLC independent RIA | $404M | 7 | $57.7M | 68% | 62% | 76 | 1 | ||
| HIDDEN COVE WEALTH MANAGEMENT independent RIA | $404M | +20% | 7 | $57.6M | 81% | 81% | 39 | 1 | |
| ANDERSON FINANCIAL STRATEGIES, LLC mixed wealth | $402M | +16% | 5 | $80.4M | 49% | 83% | 36 | 1 | |
| P••••••••• I••••••••• mixed wealth | $402M | +21% | 11 | $36.5M | 42% | 92% | 19 | 1 | |
| V•••••••• H•••••••• L•• independent RIA | $397M | +36% | 16 | $24.8M | 93% | 57% | 42 | 9 | |
| W••• R•••• A••••••• mixed wealth | $396M | +48% | 11 | $36.0M | 47% | 62% | 33 | 6 | |
| F••••••••• mixed wealth | $395M | +14% | 15 | $26.3M | 37% | 60% | 25 | 8 | |
| O••••• P••••••• W••••• M••••••••• independent RIA | $391M | +13% | 7 | $55.9M | 89% | 49% | 101 | 3 | |
| T•••••• I••••••••• A•••••••• L•• institutional | $388M | +13% | 4 | $97.1M | 0.0% | 1 | |||
| M•••••••• I••••••••• M••••••••• L•• independent RIA | $387M | +30% | 4 | $96.8M | 64% | 72% | 56 | 3 | |
| A••••••• W••••• A•••••••• I••• independent RIA | $387M | +17% | 5 | $77.4M | 94% | 92% | 62 | 1 | 1 |
| C••••• C•••••• M••••••••• I••• independent RIA | $386M | +17% | 4 | $96.5M | 65% | 82% | 53 | 1 | |
| D••• F•••••••• S••••••• independent RIA | $382M | +20% | 4 | $95.5M | 60% | 37% | 61 | 1 | |
| B••• R••• F•••••••• G•••• independent RIA | $382M | +14% | 5 | $76.4M | 68% | 75% | 53 | 2 | |
| U••••• W••••• S••••••••• independent RIA | $382M | +22% | 5 | $76.3M | 89% | 82% | 57 | 1 | |
| A••••••• W•••••• L•• independent RIA | $378M | +16% | 5 | $75.6M | 75% | 67% | 54 | 1 | |
| T•• P•••• G•••• W••••• M••••••••• L•• independent RIA | $374M | +11% | 4 | $93.6M | 79% | 56% | 142 | 2 | |
| A•••• C•••••• M••••••••• I•• independent RIA | $372M | +7.0% | 6 | $62.1M | 81% | 59% | 96 | 7 | |
| I•••••••• independent RIA | $370M | +35% | 5 | $73.9M | 83% | 90% | 61 | 1 | |
| P•• I••••••••• A••••••• L•• independent RIA | $367M | +51% | 7 | $52.5M | 76% | 73% | 65 | 3 | |
| R•••••••• I••••••••• L•• independent RIA | $363M | +17% | 5 | $72.6M | 60% | 80% | 37 | 4 | |
| W••••••• F•••••••• G•••• independent RIA | $355M | +21% | 3 | $118M | 97% | 39% | 195 | 2 | |
| S••••• C•••••• L•• asset manager | $354M | 4 | $88.6M | 5.0% | 88% | 6 | 2 | ||
| T••••••• F•••••••• S•••••••• L•• independent RIA | $353M | +18% | 4 | $88.4M | 73% | 65% | 106 | 3 | |
| N••••• F•••••••• G••••• L•• independent RIA | $353M | +40% | 4 | $88.3M | 92% | 77% | 91 | 1 | |
| F•••••••• C•••••• M••••••••• A•••••••• I••• independent RIA | $351M | +13% | 3 | $117M | 83% | 87% | 179 | 1 | |
| A••••••• R••••••••• P••••••• G•••• I•• independent RIA | $348M | +20% | 2 | $174M | 63% | 61% | 398 | 1 | |
| O•••••••• A••••••• independent RIA | $348M | +23% | 8 | $43.5M | 99% | 70% | 55 | 5 | |
| M• G•••• mixed wealth | $344M | +15% | 2 | $172M | 28% | 57% | 193 | 4 | |
| N••••••• F•••••••• L•• other | $338M | +13% | 3 | $113M | 15% | 19% | 40 | 1 | |
| R•• R••••••••• P••• A••••••• institutional | $336M | +24% | 4 | $84.1M | 0.0% | 1 | |||
| B••• W••••• M••••••••• independent RIA | $335M | +14% | 2 | $167M | 84% | 88% | 132 | 1 | |
| W••••••••• C•••••• G••••• L•• mixed wealth | $335M | +11% | 8 | $41.8M | 41% | 87% | 24 | 1 | |
| O••••••• W••••• independent RIA | $332M | +22% | 3 | $111M | 80% | 78% | 329 | 1 | |
| C••••••• T••• F•••••••• S•••••••• L•• institutional | $325M | 6 | $54.2M | 0.0% | 1 | ||||
| N••••••• 4•••• L•• institutional | $318M | +23% | 4 | $79.5M | 0.0% | 2 | |||
| F••••• W••••• P••••••• P••••••• independent RIA | $317M | +1.2% | 4 | $79.3M | 65% | 53% | 285 | 3 | |
| B•••• C•••• W••••• M••••••••• L•• institutional | $317M | +17% | 1 | $317M | 8.3% | 53% | 76 | 1 | |
| A••••••••• R••••••••• independent RIA | $315M | +30% | 31 | $10.2M | 82% | 44% | 16 | 20 | |
| A•• W••••• M••••••••• L•• mixed wealth | $312M | +18% | 4 | $77.9M | 39% | 85% | 21 | 1 | |
| L••• W••••• A••••••• mixed wealth | $311M | 3 | $104M | 45% | 98% | 41 | 1 | ||
| E•••• W••••• M••••••••• L•• other | $310M | +14% | 5 | $62.1M | 15% | 9.3% | 2 | ||
| D••••• A••••••••• L•• mixed wealth | $307M | +15% | 3 | $102M | 42% | 75% | 68 | 1 | |
| O•• S••• R••••••••• I••••••••• A•••••••• L•• institutional | $305M | -11% | 2 | $153M | 0.0% | 7 | 1 | ||
| N••••••• C•••••• R••••••••• S•••••••• I••• institutional | $304M | +16% | 10 | $30.4M | 0.0% | 2 | |||
| A••• P•••••• F•••••••• M••••••••• G••••• I••• independent RIA | $304M | +6.1% | 4 | $75.9M | 69% | 40% | 354 | 1 | |
| I••••••••• F•••••••• S••••••••• I••• independent RIA | $303M | +34% | 1 | $303M | 95% | 84% | 203 | 1 | |
| S••••• G•••• R••••••••• P•••••••• I••• mixed wealth | $302M | +15% | 3 | $101M | 22% | 39% | 63 | 2 | |
| M••••••• W••••• mixed wealth | $300M | +26% | 4 | $75.0M | 43% | 80% | 30 | 2 | |
| C••• L•• institutional | $300M | +8.6% | 0.0% | 1 | |||||
| C••••• F•••••••• G•••• independent RIA | $297M | +14% | 5 | $59.4M | 60% | 69% | 102 | 2 | |
| A••••• M•••• M••••••••• C••••••••• independent RIA | $296M | +20% | 2 | $148M | 54% | 99% | 36 | 2 | |
| N•••• S••• A••••••• G••••• L•• independent RIA | $289M | +28% | 6 | $48.2M | 88% | 68% | 73 | 1 | |
| L••••• F•••••••• • E••••••• A••••••• S••••••• institutional | $286M | -5.1% | 0.0% | 2 | |||||
| F••••••• W••• • N•••••••• I••• independent RIA | $284M | +11% | 1 | $284M | 52% | 62% | 358 | 1 | |
| D•• I••••••••• A•••••••• L•• independent RIA | $280M | +15% | 5 | $56.0M | 56% | 68% | 105 | 4 | |
| V••••••••• • W•••• W••••• M••••••••• G•••• independent RIA | $279M | +20% | 5 | $55.7M | 75% | 70% | 67 | 2 | |
| D•••• C•••••• M••••••••• L•• institutional | $277M | +12% | 6 | $46.2M | 0.0% | 1 | |||
| M•••••••• I••••••••• I••• other | $277M | +22% | 2 | $139M | 16% | 72% | 35 | 1 | |
| P•••••••• F•••••••• institutional | $277M | 2 | $139M | 0.0% | 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 3 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.