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 |
|---|---|---|---|---|---|---|---|---|---|
| MY WEALTH MANAGEMENT, INC independent RIA | $156M | +1.9% | 2 | $78.1M | 93% | 92% | 57 | 1 | |
| JOHNSON DUNN CAPITAL ADVISORS, INC. independent RIA | $156M | +14% | 1 | $156M | 81% | 90% | 72 | 1 | |
| WAYCROSS GP, LLC asset manager | $156M | 1 | $156M | 0.0% | 2 | 3 | |||
| D•• A••••••• independent RIA | $156M | +8.3% | 3 | $52.0M | 79% | 90% | 37 | 1 | |
| K••••• R••••••••• P••• A•••••••• L•• institutional | $156M | +32% | 1 | $156M | 4.8% | 86% | 5 | 1 | |
| T••••• R••••••••• P•••••••• L•• independent RIA | $156M | +9.4% | 2 | $78.0M | 93% | 83% | 64 | 1 | |
| H••••••• • M•••••• independent RIA | $156M | +29% | 2 | $77.9M | 100% | 57% | 134 | 1 | |
| G•••••• C•••••• M••••••••• L•• independent RIA | $156M | +16% | 1 | $156M | 93% | 96% | 42 | 1 | 1 |
| U•••• F•••••••• A••••••• independent RIA | $156M | +26% | 2 | $77.9M | 99% | 68% | 97 | 1 | |
| P••••••• F•••••••• S••••••••• L•• independent RIA | $156M | +14% | 2 | $77.8M | 100% | 80% | 66 | 1 | |
| G••••••••• I••••••••• L••• A•••••••• L•• asset manager | $155M | 1 | $155M | 0.0% | 1 | 3 | |||
| B••••••••• C•••••• independent RIA | $155M | +10% | 3 | $51.8M | 100% | 79% | 35 | 1 | |
| I••••••• I••••••••• A•••••••• L•• independent RIA | $155M | +29% | 2 | $77.6M | 100% | 19% | 58 | 1 | |
| R••••••• I••••••••• A•••••••• L•• independent RIA | $155M | +13% | 1 | $155M | 100% | 78% | 156 | 1 | |
| M•••••••• • T•••••••• I••• independent RIA | $155M | +6.4% | 2 | $77.5M | 100% | 81% | 63 | 1 | |
| I••••• F•••••••• L•• independent RIA | $155M | 2 | $77.5M | 100% | 77% | 87 | 1 | ||
| H••••••• A•••• M••••••••• L•• independent RIA | $155M | +19% | 2 | $77.5M | 99% | 42% | 373 | 1 | |
| D••••••• I••••••••• I••• independent RIA | $155M | +18% | 2 | $77.5M | 100% | 75% | 68 | 1 | |
| B•••••••• W••••• M••••••••• L•• independent RIA | $155M | +26% | 1 | $155M | 88% | 83% | 74 | 1 | |
| V••••• A••••••• L•• mixed wealth | $155M | +18% | 1 | $155M | 43% | 64% | 144 | 1 | |
| B••••• F•••••••• S••••••• independent RIA | $155M | +14% | 2 | $77.3M | 100% | 95% | 31 | 1 | |
| C•••••• A••••••••• L•• independent RIA | $155M | +20% | 1 | $155M | 96% | 98% | 39 | 1 | |
| T••••••• C•••••• A•••••••• L•• independent RIA | $154M | 2 | $77.2M | 100% | 100% | 2 | 1 | ||
| J••• A•••••••• L••• independent RIA | $154M | 2 | $77.2M | 100% | 63% | 109 | 1 | ||
| Q•••• independent RIA | $154M | +36% | 1 | $154M | 83% | 100% | 1 | 1 | |
| T••• O•• W••••• M••••••••• independent RIA | $154M | +23% | 3 | $51.3M | 97% | 68% | 73 | 1 | |
| F•••••• F•••••••• S••••••• independent RIA | $154M | 2 | $77.0M | 100% | 71% | 50 | 1 | ||
| M••••••••• I••••••••• S••••••• independent RIA | $154M | +7.7% | 1 | $154M | 85% | 92% | 116 | 2 | 2 |
| U••••• C•••••• A••••••• independent RIA | $154M | +23% | 2 | $76.9M | 97% | 92% | 68 | 1 | |
| S•••••• R••• A••••••• L•• independent RIA | $154M | +19% | 2 | $76.9M | 97% | 99% | 13 | 1 | |
| W••••••••• W••••• M••••••••• independent RIA | $154M | +20% | 3 | $51.2M | 100% | 54% | 112 | 1 | |
| P•••• I••••••••• C••••••• L•• independent RIA | $154M | +5.2% | 1 | $154M | 93% | 81% | 142 | 1 | |
| G••••• C•••••• M••••••••• L•• independent RIA | $154M | +26% | 2 | $76.8M | 100% | 76% | 93 | 1 | |
| A••••••••• C•••••• M••••••••• L•• independent RIA | $154M | 2 | $76.8M | 95% | 88% | 86 | 1 | ||
| R••• D•••• I••••••••• C••••••••• independent RIA | $154M | -9.4% | 2 | $76.8M | 96% | 100% | 11 | 1 | |
| P•••••• W••••• M••••••••• independent RIA | $153M | -2.2% | 3 | $51.1M | 85% | 53% | 60 | 1 | 2 |
| C•••• R••••••••• A••••• L•• independent RIA | $153M | +42% | 1 | $153M | 100% | 93% | 56 | 1 | |
| S•••• L•••• W••••• M••••••••• independent RIA | $153M | +16% | 2 | $76.7M | 100% | 43% | 364 | 1 | |
| A••••••• F•••••••• G•••• independent RIA | $153M | 3 | $51.0M | 98% | 85% | 44 | 1 | ||
| A••••••••• • B••• F•••••••• A••••••• independent RIA | $153M | 2 | $76.6M | 100% | 70% | 93 | 1 | ||
| S••••••••• W••••• M••••••••• S•••••••• independent RIA | $153M | +23% | 2 | $76.5M | 97% | 59% | 102 | 1 | |
| S••••••••• • A••••••••• A•••• M••••••••• L•• independent RIA | $153M | +8.9% | 1 | $153M | 100% | 61% | 200 | 3 | |
| Q•••••• C•••••• I••••••••• I••• independent RIA | $153M | 2 | $76.5M | 100% | 62% | 95 | 1 | ||
| E••• C•••• W••••• M••••••••• I••• independent RIA | $153M | +23% | 3 | $51.0M | 100% | 82% | 67 | 1 | |
| F•••••••• S•••••••• A••••••••• independent RIA | $153M | +12% | 1 | $153M | 100% | 75% | 174 | 1 | |
| L••••• • C•• independent RIA | $153M | 2 | $76.4M | 67% | 100% | 24 | 1 | 3 | |
| V•••••• W••••• A••••••• L•• independent RIA | $153M | +20% | 1 | $153M | 100% | 90% | 83 | 1 | |
| W•••• W••••• M••••••••• A•• F•••••••• P••••••• L•• independent RIA | $153M | +6.2% | 1 | $153M | 100% | 87% | 121 | 1 | |
| S••••••• C••••••• L•• independent RIA | $153M | -16% | 1 | $153M | 100% | 100% | 1 | 3 | |
| G••••• F•••••••• M••••••••• independent RIA | $153M | +2.9% | 1 | $153M | 87% | 80% | 111 | 2 | |
| V••••• F•••••••• P••••••• independent RIA | $153M | +35% | 3 | $50.8M | 73% | 40% | 201 | 1 | |
| T••••••• W••••• independent RIA | $153M | +15% | 1 | $153M | 100% | 90% | 100 | 1 | |
| W••••• F•••••••• independent RIA | $152M | +48% | 2 | $76.2M | 84% | 67% | 236 | 1 | |
| W••• E•• C••••••• L•• asset manager | $152M | +15% | 1 | $152M | 0.0% | 2 | 1 | ||
| N••••••••• F•••••••• P•••••••• L•• independent RIA | $152M | +18% | 2 | $76.1M | 100% | 72% | 86 | 1 | |
| D••••••••• W••••• M••••••••• L•• independent RIA | $152M | +9.2% | 2 | $76.0M | 100% | 91% | 61 | 1 | |
| C••••• A••••••• independent RIA | $152M | +19% | 2 | $76.0M | 94% | 87% | 42 | 1 | |
| I••••••• W••••• C••••••• L•• independent RIA | $152M | +15% | 2 | $76.0M | 96% | 82% | 63 | 1 | |
| P•••••••• M••••••••• L•• independent RIA | $152M | +5.2% | 2 | $76.0M | 100% | 92% | 56 | 1 | |
| T•• R••• W••••• M••••••••• G••••• I••• independent RIA | $152M | +16% | 2 | $75.9M | 100% | 93% | 37 | 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.