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 |
|---|---|---|---|---|---|---|---|---|---|
| SUN GROUP WEALTH PARTNERS LLC independent RIA | $224M | +25% | 3 | $74.8M | 94% | 83% | 114 | 1 | |
| ORCA WEALTH MANAGEMENT, LLC independent RIA | $224M | +16% | 1 | $224M | 76% | 88% | 406 | 2 | |
| MERITIS WEALTH MANAGEMENT, INC. independent RIA | $224M | 3 | $74.8M | 99% | 86% | 43 | 1 | ||
| M••••••• W••••• M••••••••• L•• independent RIA | $224M | +64% | 2 | $112M | 97% | 1 | |||
| B••••• L••• W••••• M••••••••• L•• independent RIA | $224M | +38% | 2 | $112M | 99% | 69% | 240 | 1 | |
| M••••••••• S•••• • A••••••••• I••• independent RIA | $224M | +9.1% | 3 | $74.7M | 100% | 81% | 62 | 1 | |
| A•••• F•••••••• G•••• I•• independent RIA | $224M | +9.0% | 2 | $112M | 100% | 95% | 33 | 1 | |
| B••••• A•••• A••••••• L•• independent RIA | $224M | +12% | 2 | $112M | 100% | 98% | 18 | 1 | |
| M••••••••• C•••••• M••••••••• independent RIA | $224M | +6.7% | 2 | $112M | 97% | 87% | 85 | 1 | |
| J•• W••••• M••••••••• L•• independent RIA | $224M | +16% | 1 | $224M | 100% | 81% | 124 | 1 | |
| E••••• I••••••••• C••••••••• I••• independent RIA | $224M | +13% | 2 | $112M | 100% | 61% | 179 | 1 | |
| P•••••• P••• A•••••••• L•• independent RIA | $224M | +7.9% | 2 | $112M | 95% | 84% | 91 | 1 | |
| G••••• W••••• M••••••••• independent RIA | $224M | 3 | $74.6M | 99% | 84% | 56 | 1 | ||
| B•••••• F•••• A• I•• independent RIA | $223M | -15% | 1 | $223M | 56% | 100% | 11 | 1 | |
| E•••••••• I••••••••• P•••••••• L•• independent RIA | $223M | +10% | 2 | $111M | 95% | 95% | 39 | 1 | |
| C•••• W••••• M••••••••• independent RIA | $223M | +44% | 2 | $111M | 96% | 91% | 49 | 1 | |
| A•••••••• F•••••••• I•• independent RIA | $223M | +12% | 3 | $74.3M | 91% | 68% | 117 | 1 | |
| C••••••• W••••• L•• independent RIA | $223M | 2 | $111M | 70% | 62% | 68 | 1 | ||
| M••••••••• P•••••• I••••••••• A••••••• L•• independent RIA | $223M | +12% | 2 | $111M | 99% | 80% | 127 | 1 | |
| K•• W••••• M••••••••• L•• independent RIA | $222M | +27% | 1 | $222M | 100% | 100% | 2 | ||
| Q• C•••••• S•••••••• independent RIA | $222M | -13% | 1 | $222M | 96% | 80% | 225 | 2 | |
| M•••••• C•••••• A•••••••• L•• independent RIA | $222M | +10% | 3 | $74.0M | 97% | 85% | 52 | 1 | |
| P•••••• J•••• F•••••••• C•• independent RIA | $222M | +13% | 2 | $111M | 100% | 89% | 57 | 1 | |
| R••• M••••••• C••••••• L•• independent RIA | $222M | +20% | 1 | $222M | 99% | 57% | 426 | 1 | |
| B••••••• W••••• M••••••••• G••••• L•• independent RIA | $222M | +13% | 1 | $222M | 97% | 74% | 357 | 1 | |
| A••••• D•• A•••• M••••••••• independent RIA | $222M | +88% | 1 | $222M | 96% | 89% | 134 | 2 | |
| P•••••• P••• F••••••••• I••• independent RIA | $222M | +5.8% | 1 | $222M | 99% | 76% | 209 | 1 | |
| A•••••• F••••• W•••••• I••• independent RIA | $222M | +14% | 3 | $73.9M | 100% | 79% | 74 | 1 | |
| C•••••• I••••••••• I••• independent RIA | $221M | +3.8% | 2 | $111M | 100% | 94% | 44 | 1 | |
| R••••••••• F••••• O••••••• L•• independent RIA | $221M | +14% | 2 | $111M | 75% | 95% | 29 | 1 | |
| L••• A••••••• P••••••• independent RIA | $221M | +3.1% | 3 | $73.8M | 100% | 92% | 38 | 1 | |
| H•••••• G••••• A••••••• independent RIA | $221M | +14% | 1 | $221M | 90% | 86% | 144 | 1 | |
| W••••• I•••• A••••••• independent RIA | $221M | +8.7% | 1 | $221M | 91% | 79% | 184 | 2 | |
| A•••• M••••••••• A•••••••• L•• independent RIA | $221M | +12% | 3 | $73.8M | 99% | 93% | 33 | 1 | |
| D•• W••••• M••••••••• L•• independent RIA | $221M | +23% | 3 | $73.7M | 90% | 88% | 57 | 1 | |
| P••••• I••••••••• M••••••••• independent RIA | $221M | +20% | 2 | $110M | 62% | 91% | 42 | 1 | |
| M•••••••• W••••• M••••••••• L•• independent RIA | $221M | +17% | 2 | $110M | 100% | 87% | 77 | 1 | |
| B•••••• A•••• M••••••••• asset manager | $221M | +6.9% | 1 | $221M | 0.0% | 1 | |||
| S•••••••• F•••••••• P•••••••• I••• independent RIA | $221M | +15% | 2 | $110M | 99% | 97% | 31 | 1 | |
| I•••••••• V•••• P•••••••• L•• independent RIA | $221M | +25% | 3 | $73.5M | 100% | 96% | 24 | 1 | |
| H••••• W•••••• I••• independent RIA | $221M | +19% | 2 | $110M | 100% | 36% | 404 | 1 | |
| H•••••••• F•••••••• M••••••••• L•• independent RIA | $220M | +15% | 2 | $110M | 98% | 80% | 90 | 1 | |
| B••• P•••••• W•••••• L•• independent RIA | $220M | +26% | 3 | $73.5M | 100% | 87% | 46 | 1 | |
| L••••• I••••••••• C••••••••• L•• independent RIA | $220M | +14% | 1 | $220M | 97% | 96% | 32 | 1 | |
| J•••••• F•••••••• independent RIA | $220M | +15% | 3 | $73.3M | 90% | 41% | 130 | 1 | |
| S•••••••• S•••• A••••••• A• independent RIA | $220M | +373% | 1 | $220M | 100% | 100% | 1 | ||
| R••••• P•••••• L•• independent RIA | $220M | +38% | 1 | $220M | 89% | 90% | 144 | 1 | |
| A•••• W••••• S••••••••• L•• independent RIA | $220M | +14% | 2 | $110M | 100% | 99% | 18 | 1 | |
| V•••••• W••••• M••••••••• independent RIA | $220M | 2 | $110M | 100% | 71% | 111 | 1 | ||
| T•• P••••••• W••••• C•••• independent RIA | $220M | +9.6% | 3 | $73.2M | 98% | 20% | 77 | 1 | |
| W••••••••• L•• independent RIA | $220M | +27% | 1 | $220M | 96% | 84% | 171 | 1 | |
| S•••••• G••••• • C•• L•• independent RIA | $219M | -2.7% | 2 | $110M | 83% | 90% | 59 | 1 | |
| R••••• S•••••• C•••••• M••••••••• L•• independent RIA | $219M | +13% | 3 | $73.0M | 91% | 63% | 58 | 1 | |
| R••••• W•••• C••••• P••••••••• I••••••••• M••• independent RIA | $219M | +17% | 1 | $219M | 100% | 99% | 42 | 1 | |
| E•• C•••••• M••••••••• L•• independent RIA | $219M | +22% | 1 | $219M | 67% | 100% | 1 | 1 | |
| V•••••• A•• C•••••• S••••••••• I••• independent RIA | $219M | -22% | 2 | $109M | 100% | 82% | 95 | 1 | |
| C•••••• C••••••••• • A•••• M••••••••• independent RIA | $219M | -23% | 3 | $72.9M | 100% | 47% | 60 | 1 | |
| S•••••••• P••••••• G••••• I••• independent RIA | $219M | +9.9% | 2 | $109M | 100% | 72% | 133 | 1 | |
| G•••• H••• A••••••• independent RIA | $218M | 1 | $218M | 98% | 93% | 116 | 1 | ||
| H••••••• A•••• M••••••••• L•• independent RIA | $218M | +39% | 2 | $109M | 100% | 93% | 48 | 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.