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.
3,796 practices match
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| MARATHON STRATEGIC ADVISORS, LLC independent RIA | $183M | 1 | $183M | 94% | 83% | 195 | 1 | ||
| SNAVELY ASSOCIATES FINANCIAL SERVICES independent RIA | $183M | +23% | 2 | $91.3M | 100% | 61% | 140 | 1 | |
| GODFREY FINANCIAL ASSOCIATES, INC. independent RIA | $183M | +14% | 3 | $60.8M | 100% | 58% | 132 | 1 | |
| W••• F•••••••• G•••• independent RIA | $182M | +5.8% | 3 | $60.8M | 100% | 89% | 24 | 1 | |
| C•••••••• W••••• M••••••••• independent RIA | $182M | +6.8% | 3 | $60.8M | 100% | 79% | 48 | 1 | |
| R•••••••• C••••••• L•• independent RIA | $182M | +47% | 2 | $91.2M | 100% | 98% | 59 | 1 | |
| M•••• W••••• M••••••••• L•• independent RIA | $182M | +8.2% | 3 | $60.8M | 100% | 68% | 60 | 1 | |
| R••• P•••••••• L•• mixed wealth | $182M | 1 | $182M | 41% | 100% | 1 | |||
| F••• T••• I••••• A••••••• L•• independent RIA | $182M | +12% | 1 | $182M | 95% | 94% | 53 | 1 | |
| F•••••••• F•••••• F•• D••••••• L•• independent RIA | $182M | +20% | 3 | $60.7M | 66% | 90% | 40 | 1 | |
| F•••••••• P•••••••• L•• independent RIA | $182M | +25% | 3 | $60.6M | 100% | 66% | 89 | 1 | |
| M••• I••• independent RIA | $182M | +14% | 1 | $182M | 100% | 90% | 73 | 1 | |
| R•• I••••••••• A••••••• I••• independent RIA | $182M | +7.0% | 1 | $182M | 95% | 85% | 102 | 2 | |
| N•• D••••••••• W••••• M••••••••• L••••• independent RIA | $182M | +18% | 2 | $90.8M | 100% | 91% | 56 | 1 | |
| L•••••••• C•••••• G••••• I••• independent RIA | $181M | +18% | 3 | $60.5M | 100% | 54% | 77 | 1 | |
| S•••• W••••• • R••••••••• L•• independent RIA | $181M | +8.4% | 1 | $181M | 100% | 75% | 133 | 1 | |
| B••••••• F•••••••• P•••••••• I••• independent RIA | $181M | +0.3% | 1 | $181M | 100% | 92% | 80 | 1 | |
| R••••••••• A•••• P•••••••• I••• independent RIA | $181M | +5.1% | 1 | $181M | 100% | 90% | 77 | 1 | |
| F•••• P•••• F•••••••• A••••••• independent RIA | $181M | +26% | 2 | $90.6M | 62% | 80% | 57 | 1 | |
| P•••••• C••••• A•••• M••••••••• I••• independent RIA | $181M | +12% | 2 | $90.6M | 100% | 66% | 122 | 1 | |
| W•• A•••• M••••••••• L•• independent RIA | $181M | 1 | $181M | 100% | 97% | 74 | 1 | ||
| V••••• W••••• M••••••••• independent RIA | $181M | +22% | 2 | $90.6M | 98% | 94% | 29 | 1 | |
| M••••• C••••• W••••••• • S•••• L•• asset manager | $181M | +14% | 1 | $181M | 0.0% | 1 | |||
| C•••••• C•••••• A••••••• L•• independent RIA | $181M | +2.9% | 2 | $90.5M | 100% | 100% | 1 | ||
| C••••••••• I••••••••• A•••••••• L•• independent RIA | $181M | +18% | 2 | $90.4M | 93% | 85% | 58 | 1 | |
| H••••••• • C••••••• I••• independent RIA | $181M | 2 | $90.3M | 75% | 68% | 100 | 1 | ||
| P••••• W••••• L•• independent RIA | $181M | 1 | $181M | 98% | 77% | 125 | 1 | ||
| A••••••••• W••••• A••••••• L•• independent RIA | $180M | -3.1% | 1 | $180M | 54% | 33% | 568 | 2 | 3 |
| R•••••• F•••••••• independent RIA | $180M | +28% | 2 | $90.2M | 90% | 68% | 120 | 1 | |
| W••••••• I••••••••• M••••••••• L•• independent RIA | $180M | +9.0% | 3 | $60.1M | 97% | 11% | 120 | 1 | |
| V••• L••• C••••••• L•• independent RIA | $180M | 2 | $90.2M | 100% | 100% | 1 | |||
| S••••• G• B••• A•• A••••••••• L•• independent RIA | $180M | +18% | 2 | $90.1M | 100% | 96% | 35 | 1 | |
| L••••• • A••••••••• I•• independent RIA | $180M | +23% | 1 | $180M | 100% | 98% | 48 | 1 | |
| L•••• C•••••• M••••••••• independent RIA | $180M | +13% | 1 | $180M | 99% | 97% | 83 | 1 | |
| F•••••••• M••••• independent RIA | $180M | +10.0% | 1 | $180M | 100% | 100% | 12 | 1 | |
| H••• C••••••• L•• independent RIA | $180M | +9.8% | 2 | $90.0M | 97% | 97% | 19 | 1 | |
| K•••••• I••••••••• M••••••••• C••• mixed wealth | $180M | -3.1% | 1 | $180M | 33% | 100% | 1 | 1 | |
| C•• W••••• M••••••••• L•• independent RIA | $180M | +8.8% | 1 | $180M | 100% | 70% | 324 | 2 | |
| B••••••••• L•• I••••••••• C•••••• independent RIA | $180M | +16% | 3 | $59.9M | 94% | 99% | 48 | 1 | |
| G•••••••• I•••••••• L•• asset manager | $180M | +54% | 1 | $180M | 4.2% | 70% | 30 | 2 | 10 |
| R•••• C••• W••••• M••••••••• independent RIA | $180M | +18% | 2 | $89.8M | 100% | 79% | 64 | 1 | |
| R••• W••• C•••••• L•• independent RIA | $180M | 1 | $180M | 100% | 100% | 1 | |||
| E•••• F•••••••• independent RIA | $180M | -8.4% | 1 | $180M | 100% | 100% | 1 | ||
| C•••••••• C•••••• independent RIA | $179M | +20% | 2 | $89.7M | 100% | 96% | 50 | 1 | |
| G••••• K• P•••• A•• W••••• M••••••••• A• D•• O• G••••• K• W••••• M• mixed wealth | $179M | +13% | 1 | $179M | 35% | 79% | 55 | 2 | |
| B•••• K•••• F•••••••• A•••••••• L•• independent RIA | $179M | -0.8% | 1 | $179M | 100% | 100% | 1 | ||
| T•• P•••••• I••••••••• G••••• I••• independent RIA | $179M | +14% | 2 | $89.7M | 100% | 78% | 92 | 1 | |
| T•• D•••••• G•••• W••••• M••••••••• independent RIA | $179M | +8.2% | 2 | $89.6M | 93% | 27% | 161 | 1 | |
| T•••••• W••••• M••••••••• independent RIA | $179M | +24% | 1 | $179M | 100% | 77% | 150 | 1 | |
| O••••••• W••••• M••••••••• I••• independent RIA | $179M | +13% | 2 | $89.6M | 99% | 75% | 111 | 1 | |
| B•••••••• W••••• M••••••••• independent RIA | $179M | +23% | 3 | $59.7M | 99% | 94% | 25 | 1 | |
| B•••••••• W••••• M••••••••• L•• independent RIA | $179M | +66% | 2 | $89.5M | 100% | 81% | 96 | 1 | |
| T••• S••••• F•••••••• L•• independent RIA | $179M | 1 | $179M | 98% | 99% | 64 | 1 | ||
| P•• R••••••• L•• other | $179M | +62% | 1 | $179M | 0.0% | 1 | |||
| M••••• P••• A••••••• L• asset manager | $179M | 1 | $179M | 0.0% | 1 | ||||
| C•••••••• W••••• M••••••••• independent RIA | $179M | +12% | 2 | $89.3M | 92% | 70% | 170 | 1 | |
| G•••• L•••• C•••••• M••••••••• L•• independent RIA | $178M | 2 | $89.2M | 100% | 94% | 70 | 1 | ||
| A••••••• F•••••••• M••••••••• L•• independent RIA | $178M | +17% | 1 | $178M | 88% | 87% | 87 | 1 | |
| A••• J••• W••••• M••••••••• independent RIA | $178M | -1.7% | 1 | $178M | 100% | 95% | 73 | 1 | |
| H••••• A•••• M••••••••• L•• independent RIA | $178M | -8.9% | 1 | $178M | 99% | 100% | 27 | 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.