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 |
|---|---|---|---|---|---|---|---|---|---|
| EUDAIMONIA ASSET MANAGEMENT, LLC independent RIA | $247M | 1 | $247M | 98% | 47% | 678 | 2 | ||
| TENET WEALTH PARTNERS, LLC independent RIA | $247M | 3 | $82.3M | 88% | 54% | 126 | 1 | ||
| JULEX CAPITAL MANAGEMENT asset manager | $247M | -27% | 1 | $247M | 0.6% | 1 | |||
| M••••••• C•••••• M••••••••• independent RIA | $246M | 3 | $82.0M | 99% | 0.8% | 229 | 1 | ||
| N•••• independent RIA | $246M | +8.5% | 3 | $82.0M | 100% | 84% | 65 | 1 | |
| T•• P••••••••• F•••••••• C•••••• L•• independent RIA | $246M | -32% | 3 | $82.0M | 84% | 81% | 85 | 1 | |
| R••••••••• P••••••• S••••••• independent RIA | $246M | +25% | 2 | $123M | 91% | 79% | 124 | 1 | |
| P••••••• W••• A•••• M••••••••• I•• independent RIA | $246M | +7.1% | 3 | $82.0M | 88% | 94% | 28 | 1 | |
| I•••••• I••••••••• C•••••• independent RIA | $246M | +6.8% | 2 | $123M | 100% | 95% | 46 | 1 | |
| T••• W••• C•••••• A••••••• independent RIA | $246M | +18% | 2 | $123M | 100% | 99% | 11 | 1 | |
| G••••• W••••• M••••••••• L•• independent RIA | $246M | +6.3% | 3 | $81.9M | 73% | 89% | 20 | 1 | |
| W•••••••• F•••••••• A••••••• independent RIA | $246M | +17% | 2 | $123M | 100% | 83% | 83 | 1 | |
| W• A••••••• L•• independent RIA | $245M | +17% | 2 | $122M | 100% | 90% | 48 | 1 | |
| 9•• G•••• independent RIA | $245M | +31% | 3 | $81.6M | 98% | 88% | 68 | 1 | |
| C•••• R•••• W••••• M••••••••• L•• independent RIA | $245M | +22% | 3 | $81.5M | 100% | 91% | 44 | 1 | |
| L•••••• • A••••••••• I••••••••• C•••••• independent RIA | $244M | +12% | 2 | $122M | 84% | 93% | 67 | 1 | |
| I••••• W••••• A••••••• L•• independent RIA | $244M | +3.3% | 2 | $122M | 91% | 67% | 70 | 1 | |
| A••••••• W••••• M••••••••• L•• independent RIA | $244M | 3 | $81.3M | 100% | 70% | 62 | 1 | ||
| F••••••••• C•••••• M••••••••• L•• independent RIA | $244M | +24% | 2 | $122M | 96% | 48% | 295 | 1 | |
| S•••••• E••••• A••••••• I••• independent RIA | $244M | +17% | 2 | $122M | 98% | 94% | 46 | 1 | |
| P•••••• W••••• P••••••• independent RIA | $244M | +35% | 1 | $244M | 65% | 91% | 91 | 1 | 5 |
| R•••••• W••••• M••••••••• I••• independent RIA | $243M | +21% | 3 | $81.1M | 100% | 70% | 121 | 1 | |
| M••••••• P•••••• W•••••• L•• independent RIA | $243M | -1.9% | 2 | $121M | 98% | 97% | 22 | 1 | |
| L••••• H••••• A•••••••• L•• asset manager | $243M | +20% | 1 | $243M | 0.0% | 1 | |||
| C••••• I••••••••• A••••••• L•• independent RIA | $243M | +17% | 3 | $80.9M | 62% | 82% | 38 | 1 | |
| R•••••• W••• F•••••••• S••••••• independent RIA | $243M | +34% | 2 | $121M | 100% | 89% | 71 | 1 | |
| W••••••• W••••• M••••••••• independent RIA | $242M | +16% | 1 | $242M | 99% | 75% | 204 | 1 | |
| A•••• A•••••••• independent RIA | $242M | +15% | 3 | $80.7M | 89% | 91% | 38 | 1 | |
| M•••••• • A••••••••• L•• independent RIA | $242M | +12% | 3 | $80.7M | 94% | 95% | 37 | 1 | |
| E•••••••• I•••••••• independent RIA | $242M | +10% | 1 | $242M | 99% | 92% | 105 | 1 | |
| R••••••••• C••••••• L•• independent RIA | $242M | +35% | 2 | $121M | 93% | 90% | 92 | 1 | |
| A••••• A•••• M••••••••• independent RIA | $242M | +19% | 1 | $242M | 77% | 98% | 35 | 2 | |
| M••• H••••• P••••••• independent RIA | $242M | +6.0% | 2 | $121M | 87% | 100% | 35 | 1 | |
| T••• M•••••• W••••• M••••••••• independent RIA | $242M | +9.9% | 1 | $242M | 100% | 70% | 105 | 2 | |
| W••••• M••••••••• C••••••••• independent RIA | $242M | +16% | 3 | $80.5M | 100% | 30% | 547 | 1 | |
| C••••••••• I••••••••• A••••••• A•• P•••••••• M••••••••• independent RIA | $241M | +7.3% | 3 | $80.4M | 99% | 91% | 60 | 1 | |
| C•• R••••••••• independent RIA | $241M | +33% | 3 | $80.3M | 100% | 60% | 180 | 1 | |
| B••••• W••••• M••••••••• L•• independent RIA | $241M | +8.6% | 1 | $241M | 87% | 100% | 1 | ||
| C••••• W••••• M••••••••• G••••• L•• independent RIA | $241M | +23% | 3 | $80.3M | 100% | 80% | 63 | 1 | |
| T•• K••••••••• G•••• independent RIA | $241M | +30% | 2 | $120M | 100% | 95% | 31 | 1 | |
| C•••••••• C••••••••• G••••• I••• mixed wealth | $241M | +44% | 1 | $241M | 43% | 100% | 1 | ||
| B••••• independent RIA | $241M | +13% | 2 | $120M | 100% | 56% | 161 | 1 | |
| C•••••••• M••••••• P••• independent RIA | $241M | +21% | 2 | $120M | 100% | 26% | 103 | 1 | |
| F••••• F•••••••• P•••••••• I••• independent RIA | $241M | +23% | 1 | $241M | 99% | 72% | 871 | 1 | |
| E••• • H•••• W••••• M••••••••• independent RIA | $240M | +1.4% | 3 | $80.2M | 93% | 81% | 76 | 1 | |
| D•••• C•••••• M••••••••• L•• mixed wealth | $240M | -0.1% | 1 | $240M | 43% | 100% | 1 | ||
| L••••• W••••• M••••••••• L•• independent RIA | $240M | +22% | 3 | $80.1M | 67% | 82% | 54 | 1 | |
| A••••• P•••••••• M••••••••• I••• independent RIA | $240M | +15% | 1 | $240M | 99% | 92% | 121 | 1 | |
| B••••••••• G•••• A••••••• L•• asset manager | $240M | 1 | $240M | 0.0% | 1 | 24 | |||
| K•••• W••••• L•• independent RIA | $240M | 3 | $80.0M | 100% | 95% | 29 | 1 | ||
| M••••• C••••••• L•• independent RIA | $240M | +10% | 3 | $79.9M | 98% | 99% | 22 | 1 | |
| B••••••• F•••••••• P••••••• L•• independent RIA | $240M | +17% | 3 | $79.9M | 100% | 98% | 39 | 1 | |
| E• P••••••••• independent RIA | $239M | +79% | 3 | $79.8M | 99% | 41% | 260 | 1 | |
| G••••••• F•••••••• A•••••••• L•• independent RIA | $239M | +9.0% | 2 | $120M | 92% | 93% | 66 | 1 | |
| H•••••• L•• independent RIA | $239M | +16% | 1 | $239M | 71% | 100% | 11 | 1 | 3 |
| R•••• R••••••••• P••••••• independent RIA | $239M | +44% | 1 | $239M | 100% | 75% | 262 | 3 | |
| S••• C••••••• L•• independent RIA | $239M | +15% | 3 | $79.7M | 94% | 63% | 179 | 1 | |
| O••••• C•••••• M••••••••• asset manager | $239M | +160% | 1 | $239M | 0.0% | 1 | 1 | ||
| O•••• F•••••••• G••••• L•• independent RIA | $239M | +42% | 1 | $239M | 100% | 100% | 120 | 1 | |
| I•••••••• P•••••••• S••••••• L•• independent RIA | $239M | +19% | 3 | $79.6M | 99% | 67% | 96 | 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.