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 |
|---|---|---|---|---|---|---|---|---|---|
| CLARION ADVISORS INC. independent RIA | $134M | +21% | 1 | $134M | 100% | 34% | 632 | 2 | |
| LONGBOW ASSET MANAGEMENT independent RIA | $134M | +2.3% | 2 | $67.2M | 100% | 53% | 66 | 1 | |
| BLUELIST PARTNERS, LLC independent RIA | $134M | +8.5% | 1 | $134M | 100% | 96% | 86 | 2 | |
| W••• W••••• M••••••••• L•• independent RIA | $134M | +15% | 2 | $67.1M | 100% | 98% | 1 | ||
| S•••• F•••••••• M••••••••• I••• independent RIA | $134M | +21% | 2 | $67.0M | 100% | 63% | 90 | 1 | |
| M••••• F•••••••• S•••••••• I•• independent RIA | $134M | +9.5% | 2 | $67.0M | 96% | 76% | 65 | 1 | |
| B••••••• W••••• M••••••••• independent RIA | $134M | 2 | $67.0M | 100% | 88% | 34 | 1 | ||
| L•••• F••••••••• L•• independent RIA | $134M | 3 | $44.6M | 99% | 68% | 84 | 1 | ||
| H••••• O•• W••••• A••••••• L•• independent RIA | $134M | +21% | 1 | $134M | 100% | 87% | 56 | 1 | |
| G• F•••••••• independent RIA | $134M | +21% | 2 | $66.9M | 96% | 90% | 47 | 1 | |
| G••••• F•••••••• S••••••••• I••• independent RIA | $134M | +7.1% | 1 | $134M | 100% | 54% | 153 | 1 | |
| P••••••• W••••• A••••••• independent RIA | $134M | +16% | 2 | $66.9M | 100% | 59% | 100 | 1 | |
| D•• R••••••••• A•• F•••••••• S••••••• independent RIA | $134M | -0.2% | 1 | $134M | 100% | 95% | 21 | 1 | |
| A••••••• G••••• I••••••••• independent RIA | $134M | 3 | $44.5M | 98% | 66% | 55 | 1 | ||
| G••••••• C••• • W••••••• I••• independent RIA | $134M | 2 | $66.8M | 90% | 100% | 1 | |||
| L••• F•••••••• M••••••••• I••• independent RIA | $134M | +16% | 1 | $134M | 100% | 74% | 149 | 1 | |
| R•••••• W••••• M••••••••• L•• independent RIA | $134M | 2 | $66.8M | 100% | 91% | 29 | 1 | ||
| C•••••• I••••••••• M••••••••• L•• asset manager | $133M | -1.6% | 1 | $133M | 0.0% | 1 | 1 | ||
| H•••• W••••• A•••••••• L•• independent RIA | $133M | +31% | 3 | $44.4M | 69% | 75% | 40 | 1 | |
| D••••• E•••• C•••••• M••••••••• L• asset manager | $133M | +14% | 1 | $133M | 0.0% | 1 | 2 | ||
| K•••• C•••••• M••••••••• L•• independent RIA | $133M | 1 | $133M | 99% | 93% | 36 | 1 | ||
| A••••• L••••• G•••• independent RIA | $133M | +14% | 1 | $133M | 100% | 97% | 45 | 1 | |
| Q••••••• F•••• mixed wealth | $133M | +135% | 1 | $133M | 32% | 97% | 29 | 2 | |
| T•• H•••••• G••••• L•• independent RIA | $133M | +19% | 1 | $133M | 98% | 66% | 241 | 1 | |
| F••••••• F•••••••• G•••• independent RIA | $133M | 3 | $44.3M | 100% | 167 | 1 | |||
| S•••••••• F•••••••• A••••••• independent RIA | $133M | 2 | $66.5M | 99% | 1 | ||||
| S••••• W••••• A•••••••• L•• independent RIA | $133M | +12% | 1 | $133M | 100% | 92% | 98 | 1 | |
| S•••••••• W••••• M••••••••• L•• independent RIA | $133M | 2 | $66.4M | 71% | 94% | 63 | 1 | ||
| H••••• C•••••• M••••••••• L•• independent RIA | $133M | 1 | $133M | 90% | 97% | 100 | 1 | 3 | |
| D•••••• P•••••• W•••••• L•• independent RIA | $133M | +32% | 1 | $133M | 100% | 84% | 84 | 1 | |
| T••••••••• W••••• M••••••••• I••• independent RIA | $133M | +12% | 3 | $44.2M | 96% | 73% | 42 | 1 | |
| C••••• L••••• P••••••• independent RIA | $133M | +13% | 1 | $133M | 99% | 91% | 59 | 1 | |
| W•••• F•••••••• M••••••••• L•• independent RIA | $133M | +5.1% | 1 | $133M | 99% | 82% | 96 | 1 | |
| C••••••• W••••• M••••••••• L•• independent RIA | $133M | +6.0% | 3 | $44.2M | 96% | 68% | 84 | 1 | |
| S••••••••• C•••••• M••••••••• independent RIA | $133M | 2 | $66.3M | 99% | 87% | 45 | 1 | ||
| C•••••• F•••••••• P••••••• independent RIA | $132M | +12% | 1 | $132M | 99% | 98% | 38 | 1 | |
| L••••• W••••• A•••••••• L•• independent RIA | $132M | +29% | 2 | $66.2M | 97% | 48% | 124 | 1 | |
| S••••• F•••••••• C••••••••• independent RIA | $132M | +26% | 2 | $66.2M | 98% | 67% | 132 | 1 | |
| J••••• W••••• M••••••••• L•• independent RIA | $132M | +26% | 2 | $66.1M | 90% | 61% | 113 | 1 | |
| P••• F•••••••• C••••••••• I••• independent RIA | $132M | +20% | 2 | $66.1M | 100% | 54% | 186 | 1 | |
| W••••• E••• W••••• M••••••••• independent RIA | $132M | 2 | $66.1M | 87% | 47% | 124 | 1 | ||
| R••••• H••• A•••• M••••••••• L•• independent RIA | $132M | +5.6% | 1 | $132M | 64% | 97% | 79 | 1 | |
| M••••• S••••• C••••••• L•• independent RIA | $132M | 1 | $132M | 99% | 88% | 79 | 1 | ||
| T••••••••• W••••• M••••••••• independent RIA | $132M | 2 | $66.1M | 100% | 97% | 37 | 1 | ||
| L•••••• F•••••••• S•••••••• I•• independent RIA | $132M | 1 | $132M | 95% | 86% | 103 | 1 | ||
| J•• T•• • W••••• M••••••••• independent RIA | $132M | +21% | 3 | $44.0M | 83% | 67% | 60 | 1 | |
| W••••••••• L•• independent RIA | $132M | +16% | 2 | $66.0M | 75% | 68% | 62 | 1 | |
| S•••••• C•••••• P•••••••• L•• independent RIA | $132M | +5.3% | 2 | $66.0M | 100% | 79% | 112 | 1 | |
| B••••••• W••••• M••••••••• I••• independent RIA | $132M | 1 | $132M | 96% | 70% | 446 | 3 | ||
| T••••• • D•••••• A••••••• I••• independent RIA | $132M | +8.9% | 2 | $65.9M | 96% | 71% | 65 | 1 | |
| R•• C•••••• M••••••••• L•• independent RIA | $132M | +26% | 2 | $65.9M | 54% | 82% | 23 | 1 | |
| T•••••• F•••••••• G•••• L•• independent RIA | $132M | +13% | 1 | $132M | 90% | 68% | 168 | 1 | |
| C••••••••• W••••• M••••••••• independent RIA | $132M | -19% | 2 | $65.8M | 100% | 1 | |||
| L••• W••••• A•••••••• L•• independent RIA | $132M | -0.5% | 2 | $65.8M | 100% | 97% | 29 | 1 | |
| E•••••••• T••••••••• M••••••••• L•• asset manager | $132M | -23% | 1 | $132M | 0.0% | 2 | |||
| A•• I••••••••• M••••••••• L•• independent RIA | $132M | +2.9% | 1 | $132M | 99% | 88% | 54 | 2 | |
| I•••••• W••••• L•• independent RIA | $132M | +23% | 2 | $65.8M | 100% | 91% | 38 | 1 | |
| U•••••• W••••• independent RIA | $131M | 2 | $65.7M | 100% | 97% | 22 | 1 | ||
| W••• S•••••• A••••••• I••• independent RIA | $131M | 2 | $65.7M | 100% | 99% | 1 | |||
| M•••••••• • C•••••• independent RIA | $131M | +19% | 2 | $65.7M | 100% | 69% | 58 | 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.