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 |
|---|---|---|---|---|---|---|---|---|---|
| METAURUS ADVISORS LLC asset manager | $1.6B | +66% | 0.0% | 1 | |||||
| ILS ADVISORY SERVICES, LLC asset manager | $1.6B | +33% | 0.0% | 1 | |||||
| THRIVE WEALTH MANAGEMENT, LLC independent RIA | $1.6B | +19% | 12 | $132M | 99% | 78% | 72 | 2 | |
| V••••• M••••••••• L•• asset manager | $1.6B | +30% | 0.0% | 2 | 2 | ||||
| P••••••• H••••••• W••••• A•••••••• I••• independent RIA | $1.6B | +23% | 16 | $98.6M | 75% | 73% | 77 | 3 | |
| C••••• • A••••••••• I••• BD affiliated | $1.6B | +15% | 140 | $11.3M | 92% | 45% | 36 | 71 | |
| A••••••• I••••••••• P••••••• asset manager | $1.6B | +2.6% | 0.0% | 1 | 6 | ||||
| D••••• M•••••• M••••••••• L• asset manager | $1.6B | +64% | 0.0% | 3 | 13 | ||||
| A•• A•••••• L• asset manager | $1.6B | -7.2% | 0.0% | 1 | 7 | ||||
| I•••••••• G••••• I••••••••• I••• asset manager | $1.6B | +22% | 0.0% | 1 | 29 | ||||
| B••••••••• O•• P•••••• W••••• L•• independent RIA | $1.6B | +12% | 10 | $157M | 100% | 95% | 51 | 2 | |
| L•••• S••••• C•••••• M••••••••• L•• asset manager | $1.6B | +39% | 0.0% | 1 | 23 | ||||
| I••••••••• P•••••••• L•• independent RIA | $1.6B | +23% | 6 | $262M | 96% | 100% | 2 | 7 | |
| F••• R••• G••••• asset manager | $1.6B | +19% | 0.0% | 1 | |||||
| A•••• W••••• M••••••••• G•••• independent RIA | $1.6B | +20% | 14 | $112M | 100% | 83% | 69 | 3 | |
| D•••••• C••••••• L•• asset manager | $1.6B | +19% | 2 | $784M | 0.0% | 1 | 25 | ||
| L•• Q••••••••• S••••••••• L•• asset manager | $1.6B | -3.9% | 0.0% | 1 | 3 | ||||
| P•• S••••••• C•••••• M••••••••• L•• independent RIA | $1.6B | +13% | 31 | $50.5M | 93% | 80% | 35 | 2 | |
| I••••• L•• independent RIA | $1.6B | -12% | 33 | $47.4M | 80% | 68% | 66 | 12 | |
| E••••••• W•••••• L•• independent RIA | $1.6B | 5 | $313M | 100% | 99% | 47 | 1 | ||
| A•••••••• W••••• C••••••••• L•• independent RIA | $1.6B | +20% | 12 | $130M | 70% | 93% | 37 | 1 | 2 |
| G•••••••• M••••••••• L•• asset manager | $1.6B | +7.7% | 0.0% | 1 | 15 | ||||
| L•• C•••••• M••••••••• L•• independent RIA | $1.6B | +21% | 8 | $195M | 91% | 100% | 3 | ||
| M•• W••••• A••••••• independent RIA | $1.6B | +18% | 12 | $130M | 80% | 80% | 72 | 2 | |
| G••••• • G••• W••••• M••••••••• independent RIA | $1.6B | +12% | 14 | $111M | 87% | 87% | 53 | 5 | |
| S•••••• P••••••••• independent RIA | $1.6B | +168% | 2 | $779M | 100% | 27% | 3,326 | 1 | |
| H••••••• A•••••• L•• asset manager | $1.6B | +26% | 0.0% | 3 | 5 | ||||
| R•••• F••• M••••••••• L•• independent RIA | $1.6B | +19% | 83 | $18.8M | 99% | 22% | 60 | 95 | |
| T••••••••• C•••••• A••••••• L•• asset manager | $1.6B | 0.0% | 1 | 7 | |||||
| O• R••••••• asset manager | $1.6B | +122% | 0.0% | 1 | 1 | ||||
| B••••• E•••••• W•••• independent RIA | $1.6B | +25% | 12 | $129M | 89% | 92% | 51 | 1 | |
| R••••• B•••• A•• C••••••• I••• independent RIA | $1.6B | +44% | 8 | $194M | 87% | 99% | 29 | 1 | |
| G•••••••• M••••••••• asset manager | $1.6B | -17% | 0.0% | 2 | 1 | ||||
| P•••• H•••• S••••••• I••• independent RIA | $1.6B | +36% | 8 | $194M | 96% | 90% | 91 | 5 | |
| R•••••• C•••••• G••••• L•• independent RIA | $1.6B | +13% | 14 | $111M | 86% | 86% | 78 | 6 | 4 |
| I•• F•••••••• A••••••• independent RIA | $1.6B | +15% | 14 | $111M | 77% | 77% | 90 | 3 | |
| A•••••••• C••••••• L•• independent RIA | $1.6B | +11% | 3 | $517M | 71% | 99% | 67 | 1 | |
| K••••••• C•••••• asset manager | $1.6B | +21% | 0.0% | 1 | 4 | ||||
| C•• I••••••••• A•••••••• L•• independent RIA | $1.5B | +18% | 8 | $194M | 65% | 74% | 109 | 1 | |
| T••••••••• W•••••• L•• independent RIA | $1.5B | +0.4% | 11 | $141M | 97% | 92% | 31 | 1 | |
| H•••••••• W••••• A•••••••• L•• independent RIA | $1.5B | +19% | 9 | $172M | 92% | 100% | 63 | 1 | |
| D••••••• C•••••• M••••••••• L••• asset manager | $1.5B | 0.0% | 2 | 1 | |||||
| H••• C•••••• A••••••• L•• asset manager | $1.5B | 0.0% | 1 | 4 | |||||
| W•••••• C•••••• M••••••••• L• asset manager | $1.5B | +17% | 0.0% | 3 | 4 | ||||
| R•• C•••• A•••• M••••••••• L•••••• asset manager | $1.5B | -30% | 0.0% | 1 | 2 | ||||
| F•••••••• W••••• P•••••••• L•• independent RIA | $1.5B | +11% | 5 | $309M | 85% | 100% | 1 | ||
| Z••••• P••••••• asset manager | $1.5B | +24% | 0.0% | 1 | 5 | ||||
| A••••• F••••• O••••• L•• independent RIA | $1.5B | 10 | $154M | 99% | 97% | 30 | 2 | ||
| C••••• I••••••••• G•••• independent RIA | $1.5B | +18% | 21 | $73.4M | 64% | 80% | 45 | 4 | |
| G•• C•••••• P••••••• L•• asset manager | $1.5B | +104% | 0.0% | 1 | 11 | ||||
| Y••• L•• independent RIA | $1.5B | +0.8% | 2 | $771M | 54% | 99% | 124 | 1 | |
| P••••••• A••••••••• L•• independent RIA | $1.5B | +20% | 10 | $154M | 96% | 91% | 67 | 3 | |
| C•••••• C•••••• P••••••• L•• asset manager | $1.5B | +13% | 0.0% | 1 | 2 | ||||
| F•••••••• S••••••• I••• independent RIA | $1.5B | +27% | 16 | $96.3M | 100% | 91% | 55 | 1 | |
| G••••••••• P••••••• C•••••• M••••••••• L•• asset manager | $1.5B | +11% | 2 | $770M | 0.0% | 1 | 1 | ||
| R••••• W••••• M••••••••• BD affiliated | $1.5B | +11% | 11 | $140M | 94% | 87% | 85 | 1 | |
| A••••••• C••••••• L•• asset manager | $1.5B | +9.5% | 4 | $385M | 0.0% | 2 | 2 | ||
| R••••••• C•••••• M••••••••• L•• institutional | $1.5B | +8.1% | 1 | $1.5B | 0.0% | 1 | |||
| G•••••••• A•••• M••••••••• A••• P••• L••• other | $1.5B | +126% | 0.0% | 1 | 1 | ||||
| P•••• asset manager | $1.5B | +61% | 0.0% | 2 | 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.