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.
3,944 practices match
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| MUIRFIELD WEALTH ADVISORS LLC independent RIA | $256M | +8.9% | 2 | $128M | 100% | 89% | 72 | 1 | |
| DELAWARE WEALTH PLANNERS independent RIA | $256M | +65% | 3 | $85.2M | 74% | 89% | 30 | 1 | |
| RIDGE CREEK GLOBAL, INC. independent RIA | $255M | +14% | 2 | $127M | 87% | 95% | 25 | 1 | |
| G••• P••• F•••••••• A•••••••• L•• independent RIA | $255M | +13% | 2 | $127M | 89% | 87% | 93 | 1 | |
| H••••••• T••••• W••••• M••••••••• L•• independent RIA | $255M | +31% | 1 | $255M | 98% | 94% | 91 | 5 | |
| G•••••••• C•••••• L•••••• independent RIA | $254M | +18% | 1 | $254M | 91% | 100% | 2 | 1 | |
| O•••••• I••••••••• M••••••••• L•• independent RIA | $254M | +10.0% | 2 | $127M | 98% | 96% | 83 | 1 | |
| M•••••• I••••••••• A•••••••• L•• independent RIA | $254M | +12% | 1 | $254M | 95% | 84% | 111 | 1 | |
| C•••• W••••• M••••••••• independent RIA | $254M | +23% | 3 | $84.7M | 94% | 91% | 148 | 1 | |
| D•••••• W••••• M••••••••• L•• independent RIA | $254M | +15% | 3 | $84.7M | 85% | 84% | 46 | 1 | |
| K••••••••• A•••• M••••••••• independent RIA | $254M | +14% | 2 | $127M | 96% | 93% | 41 | 1 | |
| P•• • V• A•••• M••••••••• C••••••••• I•• independent RIA | $254M | +21% | 3 | $84.6M | 95% | 75% | 82 | 1 | |
| W••••••• C•••••• M••••••••• I••• independent RIA | $254M | +6.9% | 3 | $84.5M | 94% | 83% | 60 | 1 | |
| A•••• A•••••••• I••••••••• G•••• L•• independent RIA | $253M | +7.9% | 2 | $127M | 100% | 97% | 34 | 1 | |
| I••••• C••••••• L•• independent RIA | $253M | +5.4% | 3 | $84.5M | 99% | 94% | 37 | 1 | |
| E•••••••• independent RIA | $253M | +25% | 1 | $253M | 100% | 97% | 80 | 2 | |
| P•••••• W••••• S••••••••• G••••• I••• independent RIA | $253M | +16% | 3 | $84.4M | 90% | 86% | 61 | 1 | |
| E••••••• W••••• A•••••••• L•• independent RIA | $253M | +14% | 2 | $126M | 99% | 85% | 86 | 1 | |
| A••••• I••••••••• C•••••• independent RIA | $253M | 2 | $126M | 53% | 100% | 1 | |||
| M•••••• I••••••••• G•••• independent RIA | $253M | -7.2% | 3 | $84.2M | 91% | 93% | 31 | 1 | |
| M••••• D•••••• C•••••• M••••••••• L•• independent RIA | $252M | -12% | 3 | $84.1M | 85% | 100% | 151 | 1 | |
| Q•• C•••••• M••••••••• I•• independent RIA | $252M | +37% | 3 | $84.1M | 99% | 77% | 38 | 1 | |
| P••••••••• W••••• A•••••••• L•• independent RIA | $252M | 2 | $126M | 91% | 87% | 75 | 1 | ||
| M••••• W••••• M••••••••• G•••• independent RIA | $252M | +17% | 3 | $84.0M | 98% | 62% | 122 | 1 | |
| B•••••• C•••••• L•• mixed wealth | $252M | +237% | 1 | $252M | 24% | 93% | 61 | 2 | |
| W••••••• W••••• S••••••••• I••• independent RIA | $251M | +24% | 2 | $126M | 81% | 56% | 197 | 1 | |
| M•••••• W••••• M••••••••• L•• independent RIA | $251M | +22% | 2 | $126M | 90% | 64% | 143 | 1 | |
| W••••• W••••• independent RIA | $251M | +21% | 2 | $126M | 86% | 67% | 194 | 1 | |
| M• P•••••• P••••••• independent RIA | $251M | +2.6% | 2 | $126M | 100% | 74% | 126 | 1 | |
| S••• F•••• I••• independent RIA | $251M | +24% | 3 | $83.7M | 99% | 92% | 28 | 1 | |
| B••••••• W••••• A•••••••• L•• independent RIA | $251M | +12% | 3 | $83.6M | 94% | 94% | 34 | 1 | |
| B••• C•••••• M••••••••• L• asset manager | $251M | -7.4% | 1 | $251M | 0.0% | 3 | 24 | ||
| S•••• W••••• independent RIA | $251M | +25% | 1 | $251M | 82% | 73% | 194 | 1 | |
| D•••• R••••••••• S••••••••• I••• independent RIA | $251M | +16% | 3 | $83.6M | 99% | 90% | 46 | 1 | |
| S•••• C•••• G••••• L•• independent RIA | $251M | +38% | 1 | $251M | 69% | 92% | 87 | 2 | |
| W••••••• C••••••••• independent RIA | $251M | +18% | 1 | $251M | 100% | 25% | 1,061 | 1 | |
| R•••••••• C•••••• M••••••••• C••••••• L•• asset manager | $250M | +29% | 1 | $250M | 0.0% | 2 | 9 | ||
| M•• I••••••••• L•• independent RIA | $250M | 1 | $250M | 96% | 99% | 36 | 1 | ||
| F••••• • W•••• W••••• M••••••••• L•• independent RIA | $250M | +8.1% | 1 | $250M | 99% | 74% | 300 | 1 | |
| M•••• W••••• M••••••••• independent RIA | $250M | +43% | 2 | $125M | 100% | 80% | 87 | 1 | |
| M••• S••••• I••••••••• A•••••••• L•• independent RIA | $250M | +17% | 3 | $83.4M | 99% | 99% | 47 | 1 | |
| B•••• C•••••• A•••••••• L•• independent RIA | $250M | +29% | 2 | $125M | 96% | 100% | 1 | ||
| D••• W••••• P•••••••• L•• independent RIA | $250M | +19% | 2 | $125M | 100% | 80% | 96 | 1 | |
| T•••••••• W••••• M••••••••• L•• independent RIA | $250M | +18% | 3 | $83.2M | 80% | 96% | 28 | 1 | |
| C•••••••• A••••••• G••••• L•• independent RIA | $250M | +3.7% | 2 | $125M | 100% | 31% | 244 | 1 | |
| N••••••• A•••• L•• independent RIA | $249M | 2 | $125M | 100% | 8.6% | 60 | 1 | ||
| P•••••• R••••• I••••••••• L•• independent RIA | $249M | +15% | 3 | $83.1M | 78% | 53% | 93 | 1 | |
| E• B••••• • C••• I••• independent RIA | $249M | +4.3% | 1 | $249M | 99% | 89% | 1 | ||
| M•••••• B•••• • C••• L•• independent RIA | $249M | +8.9% | 2 | $124M | 100% | 75% | 109 | 1 | |
| C•••••• F•••••••• G••••• I••• independent RIA | $248M | +12% | 3 | $82.8M | 97% | 90% | 58 | 1 | |
| T•• C••••••• G•••• L•• independent RIA | $248M | +22% | 2 | $124M | 100% | 68% | 131 | 1 | |
| A•••••• W••••• M••••••••• I••• independent RIA | $248M | +12% | 2 | $124M | 100% | 95% | 49 | 1 | |
| L•••••• • A••••••••• L•• independent RIA | $248M | 3 | $82.7M | 90% | 54% | 157 | 1 | ||
| M•••••• L••••• P••••••• independent RIA | $248M | +2.5% | 2 | $124M | 97% | 82% | 70 | 1 | |
| G••••••• S•••••••• C•••••• L•• independent RIA | $248M | +26% | 1 | $248M | 99% | 99% | 32 | 2 | |
| F•••• W••••• A•••••••• L•• independent RIA | $248M | -9.6% | 1 | $248M | 95% | 81% | 115 | 1 | |
| K••• F•••••••• A•••••••• L•• independent RIA | $247M | +13% | 1 | $247M | 100% | 99% | 1 | ||
| B•• W••••• S••••••••• L•• independent RIA | $247M | +8.3% | 3 | $82.4M | 100% | 94% | 38 | 1 | |
| W••••••••• G••••• S••••••••• L•• independent RIA | $247M | +5.8% | 1 | $247M | 87% | 98% | 35 | 2 | 1 |
| I•••••••• L•• independent RIA | $247M | +18% | 2 | $123M | 100% | 92% | 88 | 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.