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 |
|---|---|---|---|---|---|---|---|---|---|
| MAR VISTA INVESTMENT PARTNERS, LLC other | $1.1B | -26% | 4 | $280M | 11% | 62% | 36 | 4 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC independent RIA | $1.1B | +31% | 11 | $102M | 99% | 78% | 73 | 3 | |
| OVERBROOK MANAGEMENT CORPORATION independent RIA | $1.1B | +6.6% | 2 | $561M | 52% | 100% | 2 | 3 | |
| A••••••••• W••••• C••••••••• L•• independent RIA | $1.1B | +27% | 15 | $74.7M | 83% | 65% | 121 | 8 | |
| W••• L••• A•••• M••••••••• L•• institutional | $1.1B | 0.0% | 1 | ||||||
| W••••••••• P••••••• independent RIA | $1.1B | -12% | 26 | $43.1M | 96% | 60% | 65 | 11 | |
| B••••••• W••••• P•••••••• L•• independent RIA | $1.1B | +16% | 18 | $62.2M | 99% | 68% | 93 | 3 | |
| N•• C•••••• P••••••• institutional | $1.1B | +6.9% | 1 | $1.1B | 0.0% | 1 | |||
| K••••••••• W••••• M••••••••• independent RIA | $1.1B | +34% | 10 | $112M | 86% | 94% | 52 | 1 | 1 |
| W••••••• M••••••••• L• asset manager | $1.1B | +23% | 0.0% | 2 | 1 | ||||
| W•••••• I••••••••• C••••••• I•• independent RIA | $1.1B | +3.3% | 5 | $224M | 91% | 99% | 39 | 1 | |
| A•••••• C•••••• P••••••• L•• asset manager | $1.1B | -8.3% | 0.0% | 3 | 14 | ||||
| F••••••• F••••• O••••• independent RIA | $1.1B | -16% | 4 | $279M | 100% | 100% | 1 | ||
| A•• M•••••• A•••••• M••••••• L•• platform/SMA | $1.1B | +15% | 58% | 100% | 2 | 1 | |||
| S••••••• F•••••••• M••••••••• I••• independent RIA | $1.1B | +14% | 8 | $139M | 100% | 91% | 56 | 1 | |
| L••• I••••••••• A•••••••• L•• independent RIA | $1.1B | -15% | 11 | $101M | 81% | 92% | 19 | 2 | |
| C••••••• C••• A•••••••• L• asset manager | $1.1B | +77% | 0.0% | 1 | |||||
| L••••••••• F•••••••• A•••••••• I••• independent RIA | $1.1B | +28% | 4 | $278M | 93% | 83% | 107 | 2 | |
| H•• I••••••••• A••••••• I•• independent RIA | $1.1B | +15% | 12 | $92.8M | 100% | 95% | 31 | 1 | |
| S•••• B••••••• F••••••••• L•• mixed wealth | $1.1B | +11% | 8 | $139M | 22% | 67% | 47 | 2 | |
| G••••••• C•••••• M••••••••• L• asset manager | $1.1B | +1.4% | 0.0% | 2 | 10 | ||||
| C•••••• A••••••• W••••• M••••••••• independent RIA | $1.1B | +22% | 6 | $185M | 82% | 72% | 166 | 1 | |
| A•••••••• W••••• A••••••• I•• other | $1.1B | +5.2% | 4 | $278M | 5.6% | 74% | 13 | 1 | |
| A••••• M• C•••• • A••••••••• L•• independent RIA | $1.1B | +8.9% | 3 | $371M | 100% | 99% | 63 | 1 | |
| B•••••• P•••• C•••••• independent RIA | $1.1B | +22% | 6 | $185M | 99% | 92% | 38 | 1 | |
| A••• P••••••• I••• L•• asset manager | $1.1B | +112% | 0.0% | 3 | 4 | ||||
| B•••••• M••••••••• L•• asset manager | $1.1B | +23% | 0.0% | 1 | 11 | ||||
| M•••••• I••••••••• P••••••• institutional | $1.1B | 0.0% | 1 | 1 | |||||
| C••••••• G••••• A•••••••• L•• institutional | $1.1B | +32% | 0.0% | 2 | 3 | ||||
| D••• S••••• A•••• M••••••••• I•• independent RIA | $1.1B | +23% | 3 | $370M | 98% | 78% | 59 | 3 | |
| N••••••• R••••••• L•• asset manager | $1.1B | +33% | 0.0% | 5 | |||||
| R•••• H••• M•••• L• asset manager | $1.1B | +12% | 0.0% | 2 | 5 | ||||
| H••••••• W••••• M••••••••• L•• independent RIA | $1.1B | +80% | 19 | $58.3M | 88% | 75% | 44 | 2 | |
| C••••••• C•• N• A•••••••• L•• asset manager | $1.1B | +218% | 0.0% | 6 | |||||
| B••••••••• C•••••• M••••••••• L• asset manager | $1.1B | +0.2% | 0.0% | 1 | 1 | ||||
| A•••• F••• M••••••••• L•• asset manager | $1.1B | +0.4% | 2 | $554M | 0.0% | 3 | 10 | ||
| L••••• W••••• A•••••••• L•• independent RIA | $1.1B | +14% | 6 | $184M | 93% | 92% | 87 | 2 | |
| K•••• C•••• C•••••• P••• L•• asset manager | $1.1B | +116% | 0.0% | 1 | 1 | ||||
| F•••••••• A••••••• N••••••• I••• independent RIA | $1.1B | +16% | 13 | $85.1M | 100% | 84% | 63 | 2 | |
| D••••• V•••• I•••••••• L••• asset manager | $1.1B | +21% | 0.0% | 1 | 7 | ||||
| U•••••• asset manager | $1.1B | +20% | 0.0% | 3 | 31 | ||||
| T••••••• P•••••••• M••••••••• I••• other | $1.1B | +7.0% | 9.8% | 92% | 1 | ||||
| K••• C•••••• P•••••••• L•• asset manager | $1.1B | +12% | 0.0% | 2 | 7 | ||||
| F•••••••• A••••••• C••••••••• independent RIA | $1.1B | +14% | 9 | $123M | 54% | 89% | 29 | 1 | |
| R•••••••• C•••••• A•••••••• L•• independent RIA | $1.1B | +59% | 3 | $368M | 100% | 100% | 80 | 1 | |
| B••••••• C•••••• P•••••••• L•• independent RIA | $1.1B | +11% | 8 | $138M | 69% | 57% | 195 | 6 | 8 |
| O•••• T••••••••• V••••••• M••••••••• L•• asset manager | $1.1B | +12% | 0.0% | 1 | 31 | ||||
| T•• C••••• G•••• independent RIA | $1.1B | +26% | 9 | $123M | 100% | 88% | 68 | 4 | |
| I•••••••• A••••••• S•••••••• independent RIA | $1.1B | +115% | 127 | $8.7M | 97% | 59% | 19 | 101 | |
| C•••••• A••••••• S•••••••• L•• independent RIA | $1.1B | +2.3% | 83 | $13.3M | 100% | 26% | 107 | 25 | |
| N•••••••• • A••••••••• I•• independent RIA | $1.1B | +16% | 12 | $91.8M | 98% | 98% | 104 | 1 | |
| S• A•••••••• L•• independent RIA | $1.1B | +42% | 36 | $30.6M | 58% | 42% | 73 | 30 | |
| C•••• R••• P••••••• asset manager | $1.1B | +1.1% | 0.0% | 1 | 4 | ||||
| M••••••••• P•••••••• M••••••••• G••••• L•• independent RIA | $1.1B | +22% | 3 | $367M | 87% | 73% | 577 | 1 | |
| C•••• C•••••• independent RIA | $1.1B | 7 | $157M | 99% | 90% | 208 | 4 | ||
| E•••••• A•••••••• L•• independent RIA | $1.1B | +12% | 3 | $367M | 92% | 99% | 22 | 2 | |
| L•••• C•••••• M••••••••• G••••• L••• asset manager | $1.1B | +61% | 0.0% | 2 | 13 | ||||
| N••• E••••• L•• asset manager | $1.1B | +42% | 0.0% | 1 | 10 | ||||
| N••••••• R••• E••••• A••••••• X• L••• asset manager | $1.1B | -10% | 1 | $1.1B | 0.0% | 1 | |||
| B•••• J• V• • C• platform/SMA | $1.1B | +16% | 1 | $1.1B | 82% | 92% | 386 | 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.