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 |
|---|---|---|---|---|---|---|---|---|---|
| LEADENHALL CAPITAL PARTNERS asset manager | $5.7B | +39% | 0.0% | 1 | 10 | ||||
| LONGPOINT PARTNERS LP asset manager | $5.7B | +19% | 0.0% | 1 | 9 | ||||
| ACADIAN ASSET MANAGEMENT other | $5.7B | +32% | 0.0% | 1 | |||||
| W•••••• S••••••••• I••• BD affiliated | $5.7B | -1.0% | 222 | $25.6M | 95% | 51% | 45 | 59 | |
| G•••••••• W••••• P••••••• BD affiliated | $5.7B | +15% | 106 | $53.6M | 99% | 67% | 78 | 52 | |
| D•••••• B••• I••••••••• L•• asset manager | $5.7B | +71% | 0.0% | 1 | |||||
| C••••••• I••••••••• M••••••••• L•• asset manager | $5.7B | +4.5% | 0.0% | 8 | 3 | ||||
| M•••• G••••• P•••••••• L•• asset manager | $5.7B | +20% | 0.0% | 1 | 13 | ||||
| K••••••• A•• A••••••••• L•• independent RIA | $5.7B | +17% | 9 | $629M | 78% | 98% | 78 | 1 | |
| A••••••• P••••••• L• asset manager | $5.7B | +4.8% | 0.0% | 2 | 2 | ||||
| T•• W••••• P••••••• independent RIA | $5.7B | +17% | 36 | $157M | 87% | 95% | 50 | 12 | |
| G••••••• P•••• C•••••• L•• asset manager | $5.7B | +8.2% | 0.0% | 1 | 44 | ||||
| S•••• C••••••• L• independent RIA | $5.6B | 19 | $297M | 74% | 100% | 5 | 10 | ||
| B•••• W•••••• A•••••••• L•• independent RIA | $5.6B | +4.2% | 4 | $1.4B | 70% | 100% | 25 | 5 | 4 |
| D•••••• independent RIA | $5.6B | +5.5% | 77 | $73.2M | 94% | 84% | 72 | 55 | |
| D••••• independent RIA | $5.6B | +19% | 30 | $188M | 91% | 62% | 426 | 2 | 1 |
| Y••• C•••••• C•••• independent RIA | $5.6B | +22% | 5 | $1.1B | 100% | 100% | 4 | ||
| A••••• A•••••••• L••• A• E•• C•••••• mixed wealth | $5.6B | 14 | $401M | 46% | 97% | 36 | 1 | ||
| D••••• S•••• • C••• I••• other | $5.6B | +31% | 0.0% | 1 | 3 | ||||
| G••••• C•••••• M••••••••• L•• other | $5.6B | -9.6% | 3 | $1.9B | 8.2% | 92% | 51 | 1 | |
| P••••••• I••••••••• I••• institutional | $5.6B | +1.7% | 6 | $934M | 0.0% | 1 | 1 | ||
| A•••••••• F•••••••• G•••• independent RIA | $5.6B | +14% | 30 | $186M | 95% | 85% | 131 | 1 | 13 |
| P•••••••• institutional | $5.6B | +50% | 8 | $697M | 0.0% | 10 | |||
| S•••••• W••••• A••••••• L•• independent RIA | $5.6B | +14% | 71 | $78.5M | 97% | 78% | 69 | 31 | |
| M•••••• R••••• C•••••• asset manager | $5.6B | -13% | 0.0% | 4 | |||||
| A••••••••• I••••••••• A•••••••• L•• institutional | $5.6B | +19% | 0.0% | 1 | 17 | ||||
| A••••••••• I••• institutional | $5.6B | +12% | 1 | $5.6B | 0.0% | 1 | |||
| B•••••••• independent RIA | $5.5B | +4.7% | 18 | $308M | 72% | 100% | 24 | 2 | 6 |
| G•••• C•••• C•••••• M••••••••• L•••••• other | $5.5B | +14% | 0.0% | 1 | 4 | ||||
| V•••••• I••••••••• P••••••• asset manager | $5.5B | +19% | 0.0% | 1 | 51 | ||||
| I••••••••• I••••••••• A••••••• L•• asset manager | $5.5B | +4.1% | 0.0% | 1 | 47 | ||||
| I••••••••• A••••••• N•••••• L•• independent RIA | $5.5B | +20% | 80 | $69.0M | 99% | 57% | 92 | 48 | |
| W••••••••• I••••••••• C•••••• L•• mixed wealth | $5.5B | -0.6% | 12 | $460M | 31% | 98% | 15 | 1 | |
| S•••• C•••••• M••••••••• I••• asset manager | $5.5B | -23% | 6 | $919M | 0.8% | 96% | 9 | 3 | |
| 7• W••• C•••••• P••••••• independent RIA | $5.5B | 6 | $918M | 99% | 100% | 29 | 2 | ||
| C••••••• G•••• A••••••• independent RIA | $5.5B | +10% | 21 | $262M | 93% | 99% | 15 | 3 | |
| S••••• I••••••••• P•••••••• I••• institutional | $5.5B | -1.0% | 0.0% | 3 | |||||
| T••••• C•••••• M••••••••• L•• asset manager | $5.5B | +26% | 3 | $1.8B | 0.0% | 3 | |||
| S••••• B•••• A••••••••• I•• other | $5.5B | +14% | 7.8% | 24% | 1 | ||||
| W•••••• P•••••• W••••• independent RIA | $5.5B | +22% | 42 | $131M | 100% | 99% | 12 | 4 | 1 |
| C•• •••• L•• asset manager | $5.5B | +231% | 0.0% | 1 | 1 | ||||
| M• R••••••••• institutional | $5.5B | +8.3% | 5 | $1.1B | 1.5% | 93% | 8 | 1 | |
| F••••••• A•••• M••••••••• L•• mixed wealth | $5.5B | +2.7% | 9 | $610M | 21% | 53% | 346 | 2 | |
| B••••••••• mixed wealth | $5.5B | +0.8% | 15 | $366M | 42% | 99% | 32 | 1 | 58 |
| I••••••• H••••••• L• asset manager | $5.5B | +114% | 0.0% | 2 | 12 | ||||
| Q•• I••••••••• N•• 1• P•• L•• asset manager | $5.5B | -38% | 0.0% | 3 | 17 | ||||
| D••••••••• G••••• I•••••••• I•• mixed wealth | $5.5B | -4.7% | 2 | $2.7B | 26% | 100% | 51 | 1 | 3 |
| L••••• F•••••••• G••••• L•• BD affiliated | $5.5B | +36% | 68 | $80.6M | 99% | 82% | 73 | 21 | |
| L••• R••• asset manager | $5.5B | -18% | 0.0% | 3 | 23 | ||||
| B•••• G•••• L•• asset manager | $5.5B | +70% | 0.0% | 1 | 20 | ||||
| C•••••• W••••• M••••••••• L•• independent RIA | $5.5B | +34% | 41 | $134M | 88% | 93% | 99 | 7 | |
| V••••• P•••• C••••••• L• other | $5.5B | +96% | 0.0% | 1 | 1 | ||||
| M•••••• C•••••• M••••••••• L••• asset manager | $5.5B | -3.5% | 0.0% | 2 | |||||
| P•••••• C•••••• M••••••••• L•• asset manager | $5.5B | -39% | 4 | $1.4B | 0.0% | 2 | 3 | ||
| A•••• V••••••• M••••••••• I••• asset manager | $5.4B | -13% | 0.0% | 1 | 57 | ||||
| P••••••• C•••••• M••••••••• L•• asset manager | $5.4B | -1.8% | 0.0% | 1 | 2 | ||||
| S••••• M••••••••• I•• other | $5.4B | -30% | 3 | $1.8B | 3.2% | 100% | 1 | ||
| S••• I••••••••• M••••••••• L•• asset manager | $5.4B | +15% | 0.0% | 8 | 2 | ||||
| B••••••••• W••••• M••••••••• L•• independent RIA | $5.4B | +10% | 46 | $118M | 92% | 82% | 69 | 8 | |
| A•••••• C•••••• M••••••••• L•• asset manager | $5.4B | -0.4% | 0.0% | 3 | 2 |
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.