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 |
|---|---|---|---|---|---|---|---|---|---|
| LAYLINE ADVISORS independent RIA | $131M | +23% | 2 | $65.7M | 90% | 82% | 57 | 1 | |
| SEATTLE WEALTH MANAGEMENT LLC independent RIA | $131M | +10% | 2 | $65.7M | 100% | 90% | 50 | 1 | |
| SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC independent RIA | $131M | +7.3% | 2 | $65.7M | 87% | 83% | 40 | 1 | |
| S•••••••• F•••••••• S•••••••• I••• independent RIA | $131M | 1 | $131M | 87% | 71% | 116 | 1 | ||
| W•••• H••• W••••• M••••••••• independent RIA | $131M | 2 | $65.6M | 100% | 78% | 77 | 1 | ||
| S••••••• B••••• F•••••••• G•••• L•• independent RIA | $131M | 3 | $43.7M | 100% | 29% | 275 | 1 | ||
| F••••• F•••••••• P••••••• independent RIA | $131M | +19% | 1 | $131M | 100% | 97% | 50 | 1 | |
| W••••• C•••••• G•••• independent RIA | $131M | +5.0% | 3 | $43.7M | 52% | 75% | 60 | 1 | |
| F••••• W••••• P••••••• L•• independent RIA | $131M | 2 | $65.5M | 100% | 67% | 111 | 1 | ||
| O••• S••••• I••••••••• L•• independent RIA | $131M | +15% | 2 | $65.4M | 100% | 120 | 1 | ||
| F•••• G••••• C•••••• L•• independent RIA | $131M | -40% | 1 | $131M | 100% | 98% | 67 | 2 | |
| M•••• F•••••••• I•• independent RIA | $131M | +7.7% | 3 | $43.5M | 74% | 85% | 58 | 1 | |
| E••••••••• W••••• M••••••••• L•• independent RIA | $130M | +4.9% | 3 | $43.5M | 99% | 51% | 38 | 1 | |
| A••••••• F•••••••• G••••• L•• independent RIA | $130M | +12% | 3 | $43.4M | 98% | 84% | 38 | 1 | |
| A•••••• F•••••••• W••••• independent RIA | $130M | 1 | $130M | 100% | 35% | 151 | 1 | ||
| A•••• C•••••• M••••••••• L•• independent RIA | $130M | +6.6% | 1 | $130M | 72% | 93% | 30 | 1 | |
| W••••• I••••••••• M••••••••• I•• independent RIA | $130M | +6.5% | 2 | $65.1M | 93% | 82% | 51 | 1 | |
| S••••• F•••••••• independent RIA | $130M | 2 | $65.1M | 89% | 89% | 42 | 1 | ||
| C•••••• A••••••• I•• independent RIA | $130M | +2.0% | 1 | $130M | 97% | 94% | 30 | 1 | |
| V•••••••• C•••••• M••••••••• L••••• independent RIA | $130M | 2 | $65.0M | 97% | 97% | 20 | 1 | ||
| F•••••••• A•••••• L••• independent RIA | $130M | +18% | 1 | $130M | 100% | 54% | 220 | 1 | |
| S•••• H•••• C•••••• A••••••• independent RIA | $130M | +15% | 1 | $130M | 100% | 85% | 123 | 1 | |
| W••••• U• W•••••• I••• independent RIA | $130M | +5.8% | 3 | $43.3M | 100% | 80% | 38 | 1 | |
| H•••••• C•••••• M••••••••• L• asset manager | $130M | -17% | 1 | $130M | 0.0% | 1 | 1 | ||
| P•••• W••••• L•• independent RIA | $130M | 1 | $130M | 85% | 99% | 2 | |||
| F•••••••• N•••••• S••••••••• L•• independent RIA | $130M | +13% | 1 | $130M | 100% | 100% | 1 | ||
| V••• W••••• P•••••••• I••• independent RIA | $130M | +16% | 1 | $130M | 100% | 98% | 28 | 1 | |
| B•••••• • C•••••• L•• independent RIA | $130M | +10% | 2 | $64.8M | 83% | 64% | 86 | 1 | |
| P••••• V••••• W••••• M••••••••• independent RIA | $129M | 2 | $64.7M | 98% | 78% | 49 | 1 | ||
| I•••••••• I•••••••• L•• independent RIA | $129M | +4.0% | 3 | $43.1M | 100% | 68% | 52 | 1 | |
| C•• W••••• A•••••••• I••• independent RIA | $129M | +18% | 2 | $64.7M | 95% | 78% | 59 | 1 | |
| T•••• B••••• C••• independent RIA | $129M | +13% | 1 | $129M | 100% | 97% | 22 | 1 | |
| S•• C•••••• A•••••••• L•• independent RIA | $129M | +8.6% | 3 | $43.1M | 100% | 60% | 92 | 1 | |
| S•••• C•••••• M••••••••• L•• independent RIA | $129M | +22% | 1 | $129M | 53% | 94% | 88 | 1 | 2 |
| G••••••• I••••••••• M••••••••• I••• independent RIA | $129M | -11% | 1 | $129M | 99% | 91% | 76 | 1 | |
| M••••• C••••••• L•• independent RIA | $129M | +14% | 2 | $64.6M | 100% | 90% | 49 | 1 | |
| R•• A•••• M••••••••• G••••• L•• asset manager | $129M | -13% | 1 | $129M | 0.0% | 3 | 4 | ||
| A•••• A•••• M••••••••• independent RIA | $129M | +0.4% | 1 | $129M | 100% | 75% | 149 | 1 | |
| A••••• P•••••• W••••• L•• independent RIA | $129M | 3 | $43.0M | 76% | 32% | 105 | 1 | ||
| S•••••• S•••• F•••••••• I••• independent RIA | $129M | 2 | $64.5M | 100% | 1 | ||||
| R•••••• W••••• M••••••••• • T•••• S••••••• independent RIA | $129M | +16% | 3 | $43.0M | 89% | 84% | 33 | 1 | |
| I••••••• A••••••• G•••• independent RIA | $129M | +26% | 3 | $43.0M | 100% | 43% | 69 | 1 | |
| G••••• A•••• M••••••••• L•• independent RIA | $129M | +13% | 2 | $64.4M | 63% | 93% | 17 | 1 | 3 |
| C••••••••• I••••••••• C•••••• L•• independent RIA | $129M | +12% | 2 | $64.4M | 100% | 95% | 29 | 1 | |
| Q•••••• F•••••••• C••••••• independent RIA | $129M | 2 | $64.4M | 92% | 40% | 103 | 1 | ||
| C•••••• V••• W••••• M••••••••• L•• independent RIA | $129M | +2.2% | 1 | $129M | 100% | 100% | 1 | ||
| D•••••••• F•••••••• G••••• I••• independent RIA | $129M | 2 | $64.4M | 97% | 45% | 158 | 1 | ||
| P••••• I••••••••• M••••••••• I••• independent RIA | $129M | 2 | $64.4M | 100% | 44% | 117 | 1 | ||
| C•••• A••••••• G••••• L••• independent RIA | $129M | 1 | $129M | 72% | 93% | 75 | 1 | ||
| T•• C••••••• • H•••••• C• independent RIA | $129M | 2 | $64.3M | 100% | 60% | 63 | 1 | ||
| K••••• F•••••••• A•••••••• L•• independent RIA | $128M | +5.0% | 1 | $128M | 92% | 99% | 1 | ||
| B•• S••••••••• L•• independent RIA | $128M | -4.0% | 3 | $42.8M | 98% | 88% | 34 | 1 | |
| B••••••••• F•••••••• A•••••••• I••• independent RIA | $128M | 1 | $128M | 100% | 93% | 59 | 1 | ||
| I••••• L•• independent RIA | $128M | -1.9% | 1 | $128M | 100% | 97% | 55 | 1 | |
| S•• J••• • A••••••••• I••• independent RIA | $128M | +11% | 3 | $42.8M | 96% | 76% | 47 | 1 | |
| N••••••• F•••••••• S•••••••• L•• independent RIA | $128M | +5.2% | 2 | $64.1M | 100% | 71% | 54 | 1 | |
| I•• A••••••• asset manager | $128M | +32% | 1 | $128M | 0.0% | 1 | |||
| Y••••• F•••••••• S•••••••• I••• independent RIA | $128M | 1 | $128M | 100% | 17% | 125 | 1 | ||
| S••••• H••• F•••••••• P•••••••• L•• independent RIA | $128M | -65% | 3 | $42.7M | 99% | 41% | 162 | 1 | |
| N••• G••••••••• I••••••••• L•• independent RIA | $128M | +8.5% | 3 | $42.7M | 98% | 63% | 82 | 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.