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 |
|---|---|---|---|---|---|---|---|---|---|
| FORTIS PRIVATE WEALTH ADVISORS, LLC independent RIA | $124M | +11% | 1 | $124M | 100% | 100% | 9 | 2 | |
| CORAL WEALTH MANAGEMENT, LLC independent RIA | $124M | +10% | 2 | $62.2M | 100% | 61% | 126 | 1 | |
| RILEX CAPITAL LLC independent RIA | $124M | 1 | $124M | 100% | 68% | 170 | 1 | ||
| W•••••••• C•••••• A••••••• L•• independent RIA | $124M | -0.6% | 3 | $41.4M | 100% | 82% | 31 | 1 | |
| W•••• O•• W••••• M••••••••• independent RIA | $124M | +32% | 3 | $41.4M | 100% | 74% | 21 | 1 | |
| R•••• P•••• C••••••• L•• independent RIA | $124M | +23% | 1 | $124M | 100% | 87% | 87 | 2 | |
| M••••••••• B•••••• L•• independent RIA | $124M | +10% | 2 | $62.1M | 95% | 77% | 100 | 1 | |
| P••••••• F•••••••• S••••••• L•• independent RIA | $124M | +10% | 1 | $124M | 96% | 69% | 157 | 1 | |
| B•••••••• C•••••• A••••••• independent RIA | $124M | +4.8% | 1 | $124M | 100% | 100% | 1 | ||
| S••••••• P•••••• W••••• L•• independent RIA | $124M | -1.0% | 2 | $62.0M | 99% | 71% | 74 | 1 | |
| H•••• W••••• M••••••••• independent RIA | $124M | 1 | $124M | 98% | 76% | 60 | 1 | ||
| I••••••• 8• I••••••••• L•• independent RIA | $124M | 1 | $124M | 100% | 93% | 65 | 2 | ||
| I••• W••••• M••••••••• L•• independent RIA | $124M | +12% | 2 | $62.0M | 92% | 76% | 68 | 1 | |
| M•••••• F•••••••• A••••••••• I••• independent RIA | $124M | 2 | $62.0M | 92% | 55% | 143 | 1 | ||
| A••••• I••••••••• M••••••••• L•• independent RIA | $124M | 3 | $41.3M | 66% | 97% | 65 | 1 | ||
| K•••••• W••••• independent RIA | $124M | 1 | $124M | 99% | 98% | 42 | 1 | ||
| P•••• O• M••• F•••••••• P•••••••• I•• independent RIA | $124M | +4.7% | 2 | $61.8M | 96% | 54% | 61 | 1 | |
| D••• I••••••••• M••••••••• L•• independent RIA | $124M | 1 | $124M | 100% | 31% | 125 | 1 | ||
| T•••••• L•• asset manager | $124M | 1 | $124M | 1.5% | 1 | ||||
| Z•••••••• C•••••• M••••••••• L•• independent RIA | $123M | 2 | $61.7M | 93% | 88% | 58 | 1 | ||
| Q• W••••• M••••••••• independent RIA | $123M | 3 | $41.2M | 100% | 65% | 50 | 1 | ||
| G•••••••• W••••• M••••••••• independent RIA | $123M | +12% | 1 | $123M | 100% | 76% | 117 | 1 | |
| I••••••••• M••••••••• T••••• L•• independent RIA | $123M | +16% | 1 | $123M | 100% | 73% | 147 | 1 | |
| P•••••• S•••••••• I••••••••• G••••• L•• independent RIA | $123M | 2 | $61.6M | 100% | 79% | 52 | 1 | ||
| L••• • B•••••• I••• independent RIA | $123M | 2 | $61.6M | 100% | 78% | 69 | 1 | ||
| D••••• F•••••••• A•••••••• I••• independent RIA | $123M | -57% | 3 | $41.0M | 73% | 72% | 42 | 1 | |
| S••••• C•••••• independent RIA | $123M | 2 | $61.5M | 95% | 66% | 45 | 1 | ||
| E••••••• W••••• A••••••• independent RIA | $123M | +9.8% | 3 | $40.9M | 100% | 51% | 75 | 1 | |
| C••••••• W••••• M••••••••• L•• independent RIA | $123M | 2 | $61.4M | 100% | 21% | 47 | 1 | ||
| R••• C•••••• M••••••••• I••• independent RIA | $123M | 2 | $61.4M | 100% | 68% | 79 | 1 | ||
| I••••••••• C••••••••• L•• institutional | $123M | -22% | 1 | $123M | 9.6% | 98% | 8 | 1 | |
| T• F•••••••• M••••••••• C• I••• independent RIA | $123M | 2 | $61.4M | 100% | 74% | 72 | 1 | ||
| W••••• S•••• M••••••••• L•• independent RIA | $123M | +9.3% | 1 | $123M | 86% | 100% | 2 | ||
| E•••• S••••••••• L•• other | $123M | 1 | $123M | 0.0% | 3 | ||||
| K••• F•••••••• G•••• independent RIA | $123M | +20% | 3 | $40.9M | 100% | 48% | 41 | 1 | |
| A•••••••• L•• asset manager | $123M | 1 | $123M | 0.0% | 1 | ||||
| T••••••• I••••••••• independent RIA | $123M | +7.4% | 2 | $61.3M | 100% | 90% | 29 | 1 | |
| M••• L••• G•••• W••••• M••••••••• L•• independent RIA | $123M | +9.7% | 1 | $123M | 93% | 88% | 60 | 2 | 2 |
| B••••• W••••• independent RIA | $122M | 3 | $40.8M | 97% | 48% | 49 | 1 | ||
| C•••• A••••••• L•• independent RIA | $122M | 2 | $61.2M | 99% | 25% | 272 | 1 | ||
| P••••••••• P••••••• A•• I••••••••• independent RIA | $122M | 2 | $61.2M | 100% | 93% | 39 | 1 | ||
| P•••••• F•••••••• G•••• L•• independent RIA | $122M | 3 | $40.8M | 99% | 60% | 68 | 1 | ||
| F••• W•••••• L•• independent RIA | $122M | 1 | $122M | 100% | 92% | 54 | 1 | ||
| P•••••• C•••• I••••••••• A•••••••• L•• independent RIA | $122M | +9.8% | 1 | $122M | 100% | 18% | 105 | 1 | |
| B••••••••• C•••••• A•••••••• I••• independent RIA | $122M | 2 | $61.1M | 99% | 76% | 76 | 1 | ||
| C••••• W••••• M••••••••• I••• independent RIA | $122M | 2 | $61.1M | 99% | 69% | 114 | 1 | ||
| E•••• W••••• M••••••••• independent RIA | $122M | -1.8% | 1 | $122M | 100% | 1 | |||
| U••••• V•••• C••••••• L•• independent RIA | $122M | -8.1% | 1 | $122M | 55% | 100% | 2 | ||
| K• W••••• M••••••••• L•• independent RIA | $122M | +20% | 1 | $122M | 100% | 19% | 80 | 2 | |
| F•••• L••• C•••••• M••••••••• L•• independent RIA | $122M | 1 | $122M | 100% | 93% | 98 | 1 | ||
| T••••• F•••••••• G••••• L•• independent RIA | $122M | 1 | $122M | 87% | 50% | 170 | 1 | ||
| L••••••• W••••• M••••••••• G••••• L•• independent RIA | $122M | 1 | $122M | 97% | 68% | 181 | 2 | ||
| C••••••••• F•••••••• P••••••• L•• independent RIA | $122M | 1 | $122M | 100% | 97% | 46 | 1 | ||
| C•••••• C•••••• M••••••••• L•• independent RIA | $122M | +19% | 2 | $60.8M | 90% | 63% | 93 | 1 | |
| E••••• W••••• A••••••• independent RIA | $122M | 1 | $122M | 88% | 41% | 437 | 1 | ||
| N•• W••• F•••••••• S••••••• independent RIA | $122M | 1 | $122M | 100% | 95% | 69 | 1 | ||
| B••••• P•••••••• A••••••• independent RIA | $122M | 2 | $60.8M | 100% | 81% | 73 | 1 | ||
| B••• H•••• C••••••• L•• independent RIA | $122M | 2 | $60.8M | 99% | 64% | 103 | 1 | ||
| G••• • G••• I••••••••• A••••••• L•• independent RIA | $121M | 2 | $60.7M | 100% | 69% | 92 | 1 | ||
| P••••••••• A•••••••• I••• independent RIA | $121M | 3 | $40.5M | 98% | 64% | 47 | 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.