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 |
|---|---|---|---|---|---|---|---|---|---|
| TACTICAL FUND ADVISORS, LLC asset manager | $170M | +3.9% | 1 | $170M | 0.0% | 1 | |||
| TURNSTONE FINANCIAL independent RIA | $170M | +11% | 1 | $170M | 76% | 86% | 113 | 1 | |
| TITANIUM ADVISORS, LLC independent RIA | $170M | +12% | 1 | $170M | 100% | 96% | 48 | 1 | |
| T•• C••••••• independent RIA | $170M | -5.3% | 2 | $84.9M | 100% | 1 | |||
| P••••••• I••••••••• M••••••••• independent RIA | $170M | +7.8% | 1 | $170M | 84% | 100% | 25 | 1 | |
| D••••• R••• E••••• I••••••••• asset manager | $170M | -27% | 1 | $170M | 0.0% | 1 | 5 | ||
| K••••••••• F•••••••• G••••• I••• independent RIA | $170M | +16% | 2 | $84.8M | 100% | 54% | 382 | 1 | |
| V•••• F•••••••• P••••••• L•• independent RIA | $169M | +36% | 3 | $56.4M | 100% | 99% | 1 | ||
| F•••••••• J••••• independent RIA | $169M | 1 | $169M | 100% | 97% | 70 | 2 | ||
| P•••••• H•••••• I••••••••• M••••••••• • C•••••• L••• independent RIA | $169M | -2.5% | 1 | $169M | 93% | 80% | 135 | 1 | |
| P•••••••• F•••••••• independent RIA | $169M | +26% | 3 | $56.4M | 89% | 52% | 70 | 1 | |
| N•••• S••• W••••• M••••••••• independent RIA | $169M | +11% | 1 | $169M | 93% | 93% | 75 | 2 | |
| M••••••• • C••• F•••••••• P••••••• independent RIA | $169M | +20% | 2 | $84.5M | 99% | 76% | 84 | 1 | |
| P••• C•••••• P•••••••• L•• asset manager | $169M | 1 | $169M | 0.0% | 1 | 3 | |||
| G•••••• F•••••••• A•••••••• I••• independent RIA | $169M | +16% | 2 | $84.5M | 100% | 85% | 49 | 1 | |
| T••• C•••••• independent RIA | $169M | +38% | 1 | $169M | 100% | 71% | 156 | 1 | |
| B••••• C•••••• M••••••••• L•• asset manager | $169M | -12% | 1 | $169M | 0.0% | 1 | 3 | ||
| S•••••• F••••••••• L•• asset manager | $169M | +1.4% | 1 | $169M | 0.0% | 4 | 2 | ||
| M•••••• J• P•••• • C•• F•••••••• A•••••••• I••• independent RIA | $169M | +24% | 2 | $84.3M | 97% | 60% | 105 | 1 | |
| O•••••• M••••••••• L•• asset manager | $169M | 1 | $169M | 0.0% | 2 | 40 | |||
| T•• G•••• I••••••••• A•••••••• L•• independent RIA | $168M | +15% | 2 | $84.2M | 66% | 57% | 93 | 1 | |
| B••• C•••••• independent RIA | $168M | +0.0% | 2 | $84.2M | 100% | 76% | 141 | 1 | |
| W•••••• I••••••••• L•• independent RIA | $168M | 3 | $56.1M | 97% | 61% | 99 | 1 | ||
| S••••• F•••••••• G••••• L•• independent RIA | $168M | +22% | 2 | $84.1M | 100% | 88% | 52 | 1 | |
| V••••• C•••••• P••••••• independent RIA | $168M | +15% | 2 | $84.1M | 95% | 81% | 70 | 1 | |
| S••••••••• W••••• • T•• S•••••••• independent RIA | $168M | +9.4% | 3 | $56.1M | 100% | 48% | 103 | 1 | |
| N•••• F•••• T•• • C•• independent RIA | $168M | +5.2% | 1 | $168M | 100% | 97% | 74 | 2 | |
| L•••• P•••• L•• independent RIA | $168M | +0.4% | 1 | $168M | 97% | 100% | 1 | ||
| L••••••• C•••••• M••••••••• L•• independent RIA | $168M | 1 | $168M | 100% | 67% | 409 | 1 | ||
| F•••• T•••• E••••••• A•••••••• L•• independent RIA | $168M | +15% | 1 | $168M | 92% | 94% | 45 | 2 | |
| F•••••••• Z•• independent RIA | $168M | 2 | $83.8M | 100% | 74% | 54 | 1 | ||
| C•••• H••••• E••• L•• asset manager | $168M | +25% | 1 | $168M | 0.0% | 2 | |||
| D•••••••• C•••••• A•••••••• I••• independent RIA | $168M | +16% | 1 | $168M | 81% | 100% | 12 | 1 | |
| 9•• A••••••• S••••••• L•• independent RIA | $168M | +29% | 3 | $55.8M | 90% | 73% | 63 | 1 | |
| H•••• • A••••••• W••••• A••••••• L•• independent RIA | $167M | +15% | 2 | $83.6M | 100% | 88% | 50 | 1 | |
| S•••• T•••• C•••••• A•••••••• L•• independent RIA | $167M | 2 | $83.6M | 100% | 100% | 1 | |||
| T•• M•••••• G••••• I••• independent RIA | $167M | +8.3% | 2 | $83.6M | 100% | 81% | 87 | 1 | |
| C••••••• W••••• A••••••• L•• independent RIA | $167M | +12% | 1 | $167M | 94% | 95% | 31 | 1 | |
| A••••• C•••••• M••••••••• L•• independent RIA | $167M | +16% | 2 | $83.6M | 100% | 75% | 48 | 1 | |
| O•• V••• C•••••• independent RIA | $167M | 1 | $167M | 91% | 94% | 50 | 1 | 2 | |
| M•• C•••••• M••••••••• independent RIA | $167M | +6.7% | 1 | $167M | 100% | 1 | |||
| A•••••••• C••••••• L•• independent RIA | $167M | +3.2% | 2 | $83.5M | 93% | 81% | 74 | 1 | |
| M•••••••• C•••••• M••••••••• independent RIA | $167M | 2 | $83.3M | 86% | 55% | 72 | 1 | ||
| J••• C•••••• M••••••••• I••• independent RIA | $167M | 1 | $167M | 100% | 94% | 43 | 1 | ||
| B••••• S••••• C•••••• M••••••••• asset manager | $166M | -8.0% | 1 | $166M | 0.0% | 1 | |||
| C••••• P••••••• independent RIA | $166M | +34% | 2 | $83.2M | 85% | 97% | 41 | 1 | |
| G•••• L•••• W•••••• L•• independent RIA | $166M | +16% | 1 | $166M | 97% | 56% | 248 | 1 | |
| A•• F•••••••• S••••••• independent RIA | $166M | -27% | 3 | $55.4M | 98% | 72% | 53 | 1 | |
| S•••••• R••••••••• L••• L•• independent RIA | $166M | +14% | 2 | $83.0M | 69% | 86% | 39 | 1 | |
| L•••• C•••••• G•••• independent RIA | $166M | 3 | $55.3M | 97% | 70% | 96 | 1 | ||
| M••••• T•••• A••••••• G•••• independent RIA | $166M | +30% | 2 | $82.9M | 100% | 61% | 88 | 1 | |
| V••••••••• W••••• M••••••••• L•• independent RIA | $166M | +23% | 2 | $82.9M | 70% | 90% | 45 | 1 | 4 |
| S•••••••• W••••• M••••••••• L•• independent RIA | $166M | 2 | $82.9M | 100% | 90% | 73 | 1 | ||
| V••••• F•••••••• M••••••••• L•• independent RIA | $166M | 2 | $82.8M | 100% | 33% | 225 | 1 | ||
| B•••• H•••• W••••• M••••••••• independent RIA | $166M | +4.7% | 1 | $166M | 99% | 98% | 19 | 1 | |
| W••••• F•••••••• P••••••• independent RIA | $166M | +4.4% | 2 | $82.8M | 100% | 84% | 93 | 1 | |
| M••• B•••• W••••• A••••••• independent RIA | $166M | +0.9% | 1 | $166M | 100% | 71% | 152 | 1 | |
| C••••• P•••••• W••••• independent RIA | $166M | +21% | 3 | $55.2M | 100% | 60% | 61 | 1 | |
| C••••• C•••••• A••••••• independent RIA | $166M | +32% | 2 | $82.8M | 100% | 91% | 41 | 1 | |
| O•••• S••••• C•••••• P••••••• L•• independent RIA | $165M | 1 | $165M | 55% | 100% | 1 | 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.