DFX Intelligence
Practices
What each practice looks like, from what it filed
A 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.
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| BONAVENTURE CAPITAL, LLC independent RIA | $494M | +13% | 2 | $247M | 74% | 100% | 10 | 1 | 4 |
| SYMMETRY CAPITAL ADVISORS LLC independent RIA | $493M | +13% | 1 | $493M | 91% | 100% | 66 | 1 | |
| MASTODON ADVISORY GROUP institutional | $492M | +21% | 1 | $492M | 0.0% | 1 | |||
| T•••• S••••• C•••••• independent RIA | $492M | 1 | $492M | 95% | 98% | 13 | 1 | ||
| T•• L••••• I••••••••• L•• independent RIA | $490M | +15% | 3 | $163M | 100% | 74% | 168 | 1 | |
| D•••• C•••••• G••••• L•• institutional | $490M | 1 | $490M | 0.0% | 1 | ||||
| F•••••••• A•••••••• I••• independent RIA | $488M | +13% | 1 | $488M | 100% | 94% | 206 | 1 | |
| D• F••••••••• mixed wealth | $487M | +0.6% | 1 | $487M | 22% | 88% | 93 | 1 | |
| B••• • B•••• W••••• A•••••••• L•• independent RIA | $487M | +16% | 3 | $162M | 99% | 80% | 167 | 1 | |
| T•• P•••• W••••• M••••••••• L•• independent RIA | $486M | +16% | 2 | $243M | 98% | 93% | 131 | 1 | |
| 1••• C•••••• L•• institutional | $486M | -1.3% | 1 | $486M | 0.0% | 1 | |||
| T•• C•••••••• G•••• I•• independent RIA | $486M | +7.1% | 2 | $243M | 98% | 99% | 22 | 1 | |
| R••••••••• C•••••• M••••••••• L•• independent RIA | $484M | 3 | $161M | 99% | 96% | 11 | 1 | ||
| J•••• W••••• M••••••••• L•• independent RIA | $483M | +15% | 3 | $161M | 95% | 95% | 62 | 1 | |
| V•• S•••• • T•••• I•• independent RIA | $483M | +12% | 3 | $161M | 85% | 98% | 31 | 1 | |
| V•••• P•••••• C••••••• L••• independent RIA | $483M | 2 | $241M | 98% | 100% | 1 | |||
| S••• F•••••••• A•••••••• I••• independent RIA | $482M | +39% | 2 | $241M | 95% | 95% | 57 | 1 | |
| O•••••••• W••••• M••••••••• I••• institutional | $482M | +3.7% | 1 | $482M | 0.0% | 2 | |||
| P••••••• P••• P•••••• C••••• G••••• L•• independent RIA | $481M | +21% | 1 | $481M | 93% | 66% | 689 | 2 | |
| H••••• A••••••• C••••••••• independent RIA | $481M | +8.3% | 3 | $160M | 99% | 96% | 48 | 1 | |
| C•••••• M••••• P•••••••• L•• independent RIA | $481M | +15% | 3 | $160M | 93% | 89% | 74 | 1 | |
| 1••• M•••••••• L•• other | $480M | +2.3% | 1 | $480M | 18% | 100% | 1 | ||
| T••••••• A•••• M••••••••• C•••• independent RIA | $480M | +7.6% | 3 | $160M | 99% | 82% | 127 | 1 | |
| A•••• A••••••• G••••• I••• independent RIA | $480M | +18% | 2 | $240M | 100% | 94% | 86 | 1 | |
| M••••••• W••••• P••••••• independent RIA | $479M | +43% | 2 | $239M | 96% | 86% | 111 | 1 | |
| T••••• A••••••• I•• independent RIA | $478M | -23% | 2 | $239M | 82% | 86% | 169 | 1 | |
| W••••• A••••••••• L•• independent RIA | $476M | +7.9% | 1 | $476M | 96% | 96% | 143 | 1 | |
| S••••••••• • B•••••• I••• independent RIA | $474M | +21% | 2 | $237M | 97% | 98% | 123 | 1 | |
| S•• R••• E••••• A••••••• asset manager | $474M | +19% | 1 | $474M | 0.0% | 1 | 5 | ||
| V••••••• C•••••• L•• asset manager | $471M | +7.1% | 1 | $471M | 0.0% | 2 | 11 | ||
| A••••• C•••••• M••••••••• L•• other | $470M | -37% | 1 | $470M | 0.0% | 2 | 1 | ||
| K••• W••••• M••••••••• L•• mixed wealth | $470M | +24% | 1 | $470M | 46% | 72% | 23 | 1 | |
| O••••••• N• other | $470M | +26% | 1 | $470M | 14% | 80% | 36 | 1 | |
| T••••• H•••••• C•••••• M••••••••• independent RIA | $470M | +12% | 3 | $157M | 94% | 83% | 172 | 1 | 1 |
| H•••• B•••• • C•• independent RIA | $469M | +37% | 2 | $234M | 99% | 99% | 36 | 1 | |
| Y•••• W••••• M••••••••• I••• independent RIA | $467M | +19% | 2 | $234M | 100% | 97% | 46 | 1 | |
| Z• C•••••• P••••••• independent RIA | $467M | 3 | $156M | 89% | 65% | 101 | 1 | ||
| W••••••••• L•• independent RIA | $467M | +14% | 2 | $233M | 100% | 99% | 1 | ||
| A••••• F•••••••• S•••••••• L•• institutional | $466M | 1 | $466M | 0.0% | 1 | ||||
| A••••• F•••••••• A•••••••• L•• independent RIA | $465M | +15% | 1 | $465M | 100% | 93% | 220 | 1 | |
| L•••• P••• W••••• M••••••••• independent RIA | $465M | +24% | 3 | $155M | 97% | 65% | 136 | 1 | |
| O••••• G••••• • C• I•• independent RIA | $464M | +11% | 3 | $155M | 70% | 94% | 45 | 1 | 1 |
| A••••••••• P••••••••• F•••••••• S••••••••• L•• other | $464M | +25% | 1 | $464M | 11% | 1 | |||
| S••• W••••• M•••••••• G••••• L•• independent RIA | $464M | +19% | 2 | $232M | 94% | 88% | 160 | 1 | |
| M••••• F•••••••• S••••••• L•• independent RIA | $463M | +13% | 3 | $154M | 64% | 63% | 191 | 1 | |
| S••••• A•••• M••••••••• independent RIA | $462M | +20% | 1 | $462M | 87% | 65% | 849 | 1 | |
| A••••••••• F•••••••• S••••••• C••• independent RIA | $462M | +12% | 3 | $154M | 77% | 77% | 199 | 1 | |
| R••• O••••••• L••• independent RIA | $462M | +39% | 3 | $154M | 85% | 89% | 59 | 1 | |
| T••• N•••• R••••••••• A•••••••• L•• independent RIA | $461M | +7.1% | 3 | $154M | 90% | 78% | 122 | 1 | |
| M•• I•••••••• L•• asset manager | $460M | 1 | $460M | 0.0% | 1 | 1 | |||
| B•••• S••••••• T•••• W••••• A•••••••• L•• independent RIA | $459M | -0.8% | 2 | $230M | 76% | 93% | 83 | 1 | |
| S•••• C••••••• L•• independent RIA | $459M | +27% | 2 | $230M | 96% | 90% | 113 | 1 | |
| U• S••••• A•••• M••••••••• L•• asset manager | $459M | -0.9% | 1 | $459M | 0.0% | 1 | 5 | ||
| F•••• N••••••• F•••••••• S••••••• independent RIA | $458M | +11% | 3 | $153M | 95% | 65% | 154 | 1 | |
| S•••• F•••••••• independent RIA | $457M | +21% | 3 | $152M | 65% | 85% | 53 | 1 | |
| G•••••• L•••• A•••• M••••••••• L• asset manager | $456M | +6.0% | 1 | $456M | 0.7% | 100% | 1 | 5 | |
| A••••• I••••••••• M••••••••• L•• independent RIA | $456M | +8.8% | 3 | $152M | 54% | 97% | 11 | 1 | |
| T•••••••• W••••• • I•••••• L•• independent RIA | $456M | +5.6% | 3 | $152M | 95% | 83% | 132 | 1 | |
| L•• F•••••••• A••••••• L•• independent RIA | $456M | +27% | 2 | $228M | 91% | 95% | 67 | 1 | |
| C•••••• A•••• M••••••••• I•• independent RIA | $456M | +10% | 3 | $152M | 61% | 99% | 24 | 1 |
3,948 practices match (Solo or small team). 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.