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 |
|---|---|---|---|---|---|---|---|---|---|
| CLEMENT STREET CAPITAL LLC independent RIA | $141M | +9.0% | 2 | $70.5M | 98% | 100% | 1 | ||
| ADDITIVE ADVISORY PBC asset manager | $141M | +32% | 1 | $141M | 0.0% | 1 | 1 | ||
| STABILITY PARTNERS ADVISORY GROUP, LLC independent RIA | $141M | 3 | $47.0M | 94% | 62% | 64 | 1 | ||
| W•••••••• W••••• A••••••• S••••••• I••• independent RIA | $141M | +17% | 1 | $141M | 94% | 95% | 65 | 1 | |
| I••••••••• W••••• M••••••••• L•• independent RIA | $141M | +18% | 2 | $70.4M | 99% | 68% | 287 | 1 | |
| S•••••• A•••• M••••••••• I••• independent RIA | $141M | +7.5% | 1 | $141M | 76% | 95% | 32 | 1 | 1 |
| D•• I••••••••• A•••••••• L•• independent RIA | $141M | +40% | 2 | $70.4M | 100% | 76% | 16 | 1 | |
| C•••• S•• F••••••••• L• independent RIA | $141M | +13% | 3 | $46.9M | 100% | 78% | 42 | 1 | |
| S••••• S••••• C•••••• L•• independent RIA | $140M | +38% | 2 | $70.2M | 62% | 85% | 40 | 1 | |
| E••••• A•••• M••••••••• L•• independent RIA | $140M | +2.3% | 2 | $70.1M | 90% | 60% | 69 | 1 | |
| A•••• C•••••• other | $140M | 1 | $140M | 4.9% | 100% | 1 | |||
| B••••• W••••• M••••••••• L•• independent RIA | $140M | +14% | 1 | $140M | 98% | 75% | 133 | 1 | |
| L••••• W••••••• W••••• A•••••••• L•• independent RIA | $140M | 2 | $70.0M | 94% | 75% | 255 | 1 | ||
| C•••••• W••••• M••••••••• L•• independent RIA | $140M | +21% | 3 | $46.7M | 90% | 29% | 1 | ||
| F••••• P•••••••• S••••••••• L•• independent RIA | $140M | +8.9% | 1 | $140M | 100% | 100% | 276 | 1 | |
| C•••••••• F•••••••• G••••••••• independent RIA | $140M | +18% | 1 | $140M | 99% | 48% | 275 | 2 | |
| O•••• C•••••• M••••••••• L•• independent RIA | $140M | +10% | 1 | $140M | 85% | 73% | 160 | 1 | |
| R••• W••••• A•••••••• L•• independent RIA | $140M | 2 | $69.8M | 99% | 33% | 135 | 1 | ||
| M••••••• S••••••••• L••• independent RIA | $140M | -1.0% | 2 | $69.8M | 98% | 79% | 62 | 1 | |
| C••••• W••••• A•••••••• L•• independent RIA | $140M | +2.8% | 2 | $69.8M | 100% | 99% | 1 | ||
| C•••••• R••••••••• • W•••••• L•• independent RIA | $140M | 2 | $69.8M | 100% | 65% | 165 | 1 | ||
| A•••••• C•••••• P•••••••• L•• independent RIA | $140M | 2 | $69.8M | 84% | 77% | 44 | 1 | ||
| G•••• D••••••• P••••••• I•• independent RIA | $139M | 1 | $139M | 94% | 93% | 65 | 1 | ||
| E••••••• F•••••••• S••••••••• independent RIA | $139M | +12% | 1 | $139M | 100% | 46% | 240 | 4 | |
| T•• S•••• S• J•••• C•••••• independent RIA | $139M | +11% | 3 | $46.5M | 100% | 88% | 46 | 1 | |
| B••••• W••••• M••••••••• G••••• L•• independent RIA | $139M | +30% | 3 | $46.5M | 74% | 70% | 104 | 1 | |
| S••••••• W••••• M••••••••• independent RIA | $139M | +6.7% | 1 | $139M | 99% | 46% | 162 | 2 | |
| C•••••• B••••••• P•••••• W••••• M••••••••• L•• independent RIA | $139M | 2 | $69.7M | 99% | 94% | 22 | 1 | ||
| C••••••••• C•••••• M••••••••• independent RIA | $139M | 1 | $139M | 100% | 100% | 3 | |||
| G••••• W••••• M••••••••• L•• independent RIA | $139M | +30% | 2 | $69.5M | 90% | 93% | 53 | 1 | |
| B•••••••• C•••••• M••••••••• I••• independent RIA | $139M | -6.0% | 2 | $69.5M | 81% | 90% | 36 | 1 | 1 |
| S••••••• C•••••• M••••••••• L•• asset manager | $139M | -7.2% | 1 | $139M | 0.0% | 3 | |||
| W••••• W••••• I••••••••• A••••••• L•• independent RIA | $139M | 2 | $69.4M | 100% | 61% | 135 | 1 | ||
| B•••••••• F•••••••• G••••• L•• independent RIA | $139M | +20% | 1 | $139M | 100% | 82% | 191 | 2 | |
| D••••• C•••••• M••••••••• independent RIA | $139M | 3 | $46.2M | 100% | 1 | ||||
| M••••••• F••••••••• L•• independent RIA | $139M | +11% | 1 | $139M | 100% | 72% | 151 | 1 | |
| S•••••••• P••••••••• P•••••••• L•• independent RIA | $139M | +10% | 1 | $139M | 100% | 99% | 8 | 1 | |
| H••• W••••• M••••••••• independent RIA | $139M | +18% | 2 | $69.3M | 100% | 62% | 101 | 1 | |
| C••••••••• B•••• A•••• M••••••••• ••••• independent RIA | $139M | +21% | 1 | $139M | 83% | 99% | 57 | 2 | |
| C••••••••• W••••• A•••••• independent RIA | $139M | +6.8% | 2 | $69.3M | 100% | 87% | 38 | 1 | |
| S•••• L••• W••••• M••••••••• L•• independent RIA | $139M | 1 | $139M | 100% | 99% | 1 | |||
| B•••••••• W••••• M••••••••• independent RIA | $138M | +15% | 1 | $138M | 100% | 48% | 106 | 1 | |
| G••••••• B••••••• • A••••••••• I•• independent RIA | $138M | +3.2% | 3 | $46.1M | 97% | 96% | 31 | 1 | |
| W••••• F•••••••• S••••••••• I•• independent RIA | $138M | +18% | 1 | $138M | 95% | 40% | 395 | 1 | |
| M••• A•••••••• I••• independent RIA | $138M | +19% | 1 | $138M | 100% | 99% | 2 | ||
| M••• B••• A••••••• S•••••••• I••• independent RIA | $138M | -1.1% | 1 | $138M | 100% | 99% | 1 | ||
| C••••••• W••••• M••••••••• independent RIA | $138M | +11% | 2 | $69.1M | 96% | 76% | 55 | 1 | |
| A•••• W••••• M••••••••• L•• independent RIA | $138M | 2 | $69.0M | 100% | 82% | 56 | 1 | ||
| G••••• T••• W••••• A••••••• independent RIA | $138M | 2 | $69.0M | 97% | 64% | 109 | 1 | ||
| A••••••• I••••••••• A••••••• I•• independent RIA | $138M | +11% | 2 | $68.9M | 84% | 78% | 84 | 1 | |
| V•••••••• P•••••• W•••••• L•• independent RIA | $138M | +22% | 2 | $68.9M | 97% | 76% | 55 | 1 | |
| A••••• C••••••• L•• independent RIA | $138M | +13% | 1 | $138M | 94% | 98% | 30 | 1 | |
| F••• C•••••• M••••••••• L•• independent RIA | $138M | +10% | 2 | $68.9M | 96% | 86% | 54 | 1 | |
| P••••• A•••• M••••••••• I••• independent RIA | $138M | +12% | 3 | $45.9M | 98% | 72% | 45 | 1 | |
| E•••••• H••••• • A••••••••• L•• independent RIA | $138M | -0.9% | 2 | $68.8M | 100% | 61% | 121 | 1 | |
| K•••••• • C•••••• L•• independent RIA | $138M | -6.1% | 3 | $45.8M | 98% | 61% | 93 | 1 | |
| F•••••• E• R•••••• I••••••••• M••••••••• C•• independent RIA | $137M | -5.0% | 1 | $137M | 89% | 34% | 79 | 1 | |
| B•• H••• P•••••• W••••• independent RIA | $137M | 1 | $137M | 100% | 97% | 45 | 1 | ||
| M•••••• D• T••••• I••••••••• M••••••••• independent RIA | $137M | +18% | 1 | $137M | 100% | 97% | 27 | 1 | |
| S••••••••• A•••• M••••••••• L•• independent RIA | $137M | 1 | $137M | 95% | 64% | 158 | 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.