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 |
|---|---|---|---|---|---|---|---|---|---|
| MOTIVE CAPITAL MANAGEMENT, LLC asset manager | $5.4B | +11% | 0.0% | 5 | 37 | ||||
| PENSION CONSULTANTS INC institutional | $5.4B | +10% | 6 | $904M | 1.1% | 79% | 6 | 3 | |
| TRUE NORTH ADVISORS, LLC independent RIA | $5.4B | +21% | 32 | $169M | 72% | 97% | 32 | 6 | 34 |
| I•••••••• A•••••••• L•• BD affiliated | $5.4B | +125% | 358 | $15.1M | 89% | 55% | 30 | 129 | |
| S••••••••• I•••••••• asset manager | $5.4B | -7.0% | 0.0% | 2 | 1 | ||||
| T••••••• C•••••• asset manager | $5.4B | +15% | 0.0% | 1 | 22 | ||||
| F••••••• A•••• M••••••••• I••• mixed wealth | $5.4B | -0.3% | 19 | $285M | 31% | 94% | 30 | 2 | 1 |
| W••••••••• F•••• ••• L•• asset manager | $5.4B | +7.5% | 0.0% | 1 | 13 | ||||
| S•••• C•••••• A••••••••• L•• asset manager | $5.4B | +68% | 0.0% | 6 | 34 | ||||
| C••••••••• W••••• A••••••• independent RIA | $5.4B | +16% | 15 | $360M | 77% | 100% | 27 | 2 | 4 |
| H• C•••••• P•••••• E••••• L•• asset manager | $5.4B | -33% | 0.0% | 5 | 19 | ||||
| F•••• S•••••• I•••••••• asset manager | $5.4B | +20% | 0.0% | 4 | |||||
| B••• C•••••• I•••••••• S••••••••• L• asset manager | $5.4B | +80% | 0.0% | 3 | 4 | ||||
| Q•••• C•••••• M••••••••• L•• asset manager | $5.4B | +119% | 0.0% | 2 | 62 | ||||
| B••••••••• A••••••••• I••••••••• A••••••• L•• asset manager | $5.4B | -17% | 0.0% | 7 | |||||
| S••••• R••• F•••••••• L• asset manager | $5.4B | -54% | 0.0% | 2 | 15 | ||||
| C•••••• C•••••• asset manager | $5.4B | +2.2% | 0.0% | 2 | 16 | ||||
| A••••• W••••••• C•••••• P••• L••• asset manager | $5.4B | 0.0% | 1 | 8 | |||||
| C•••• • S••••• U• L•••••• asset manager | $5.4B | +35% | 0.0% | 1 | |||||
| S•••••••• I••••••••• I••• other | $5.4B | +42% | 0.0% | 5 | 7 | ||||
| T•• W••••• A•••••••• I••• independent RIA | $5.4B | +19% | 46 | $117M | 96% | 84% | 69 | 7 | |
| F•••• I••••••••• A•••••••• L•• asset manager | $5.4B | +5.5% | 27 | $199M | 0.0% | 1 | |||
| W•••••• W••••• M••••••••• L•• independent RIA | $5.4B | +36% | 113 | $47.4M | 94% | 70% | 98 | 41 | |
| C••• H••• P•••••••• L••• asset manager | $5.4B | +11% | 0.0% | 1 | 8 | ||||
| M••••• R•••• L• asset manager | $5.3B | 0.0% | 1 | 13 | |||||
| A•••• C•••••• P••••••• L•• asset manager | $5.3B | +162% | 11 | $485M | 2.9% | 100% | 2 | 104 | |
| M•••••••• I••••••••• E••••• L•••••• asset manager | $5.3B | +23% | 0.0% | 1 | |||||
| D•••• V•••••• I••••••••• L•• independent RIA | $5.3B | +8.1% | 23 | $232M | 73% | 95% | 51 | 2 | |
| A•••• C•••••• A••••••• asset manager | $5.3B | -6.2% | 0.0% | 2 | 26 | ||||
| P•••• C•••••• M••••••••• L•••••• asset manager | $5.3B | -12% | 0.0% | 1 | 15 | ||||
| F••••• M••••• L•• mixed wealth | $5.3B | +21% | 10 | $531M | 37% | 92% | 73 | 3 | 2 |
| M••••••• C•••••• M••••••••• L•• independent RIA | $5.3B | +16% | 24 | $221M | 93% | 84% | 144 | 5 | |
| F•••••••• P•••••••• L•• asset manager | $5.3B | -0.6% | 0.0% | 1 | 26 | ||||
| P••••• N•••• A•••••• A••••••• S• independent RIA | $5.3B | +13% | 2 | $2.7B | 78% | 99% | 322 | 2 | |
| P•••••• C•••••• asset manager | $5.3B | +19% | 0.0% | 1 | 7 | ||||
| B•• W•••••• L•• independent RIA | $5.3B | +57% | 63 | $83.9M | 99% | 92% | 49 | 5 | 2 |
| A•••• I••••••••• A•••••••• L•• mixed wealth | $5.3B | 66 | $80.1M | 27% | 65% | 31 | 28 | ||
| R•••••• W••••• independent RIA | $5.3B | +23% | 41 | $129M | 64% | 93% | 53 | 14 | |
| C••••••••• C•••••• E••••• P••••••• L• asset manager | $5.3B | +4.1% | 0.0% | 2 | 20 | ||||
| D••••• C•••••• M••••••••• L• asset manager | $5.3B | -8.0% | 2 | $2.6B | 0.0% | 5 | 9 | ||
| A•••••• I••••••••• M••••••••• other | $5.3B | -64% | 0.0% | 1 | |||||
| M•• F••• M••••••••• L•• asset manager | $5.3B | +2.1% | 0.0% | 1 | 10 | ||||
| Z••• G•••• asset manager | $5.3B | -2.8% | 0.0% | 2 | 26 | ||||
| D••••• P••••••• asset manager | $5.3B | +29% | 0.0% | 1 | 14 | ||||
| V•••• P••••••• H••• K••• L•••••• asset manager | $5.2B | +11% | 0.0% | 1 | 2 | ||||
| V•••••• V•••••••• P••••••• L•• independent RIA | $5.2B | +20% | 31 | $169M | 81% | 86% | 86 | 5 | |
| G•••••• C•••••• M••••••••• L••• asset manager | $5.2B | -7.3% | 0.0% | 1 | 3 | ||||
| Z••••• P•••••••• L• asset manager | $5.2B | -34% | 0.0% | 1 | 4 | ||||
| I••••••••• M••••••••• G•••• mixed wealth | $5.2B | +3.4% | 25 | $209M | 26% | 77% | 54 | 9 | |
| S••••• H•••• I••••••••• M••••••••• L•• asset manager | $5.2B | +47% | 0.0% | 2 | 2 | ||||
| F••••• I••••••••• A••••••••• institutional | $5.2B | +0.1% | 2.9% | 100% | 1 | 5 | |||
| S••••••• I••••••••• L•• asset manager | $5.2B | +0.6% | 2.9% | 100% | 1 | 12 | |||
| H• C•••••• P•••••••• L•• asset manager | $5.2B | +34% | 0.0% | 1 | 29 | ||||
| L••••••• W•••••• I••• independent RIA | $5.2B | +14% | 21 | $248M | 97% | 95% | 78 | 7 | |
| L••••• M•••••• asset manager | $5.2B | +0.9% | 0.0% | 3 | 38 | ||||
| S••• G••••• M••••••••• L• asset manager | $5.2B | +2.0% | 0.0% | 1 | 1 | ||||
| T••• B••••• C•••••• P•••••••• L•• asset manager | $5.2B | +20% | 0.0% | 2 | 9 | ||||
| G••••••• independent RIA | $5.2B | +17% | 22 | $236M | 96% | 100% | 12 | 2 | |
| D••••••• I••••••••• A•••••••• I••• independent RIA | $5.2B | +19% | 17 | $306M | 69% | 64% | 241 | 7 | |
| P•••••• A••••••• L•• asset manager | $5.2B | +58% | 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.