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 |
|---|---|---|---|---|---|---|---|---|---|
| PORTFOLIO ADVISORY GROUP, INC. independent RIA | $116M | 2 | $57.9M | 99% | 86% | 36 | 1 | ||
| MANRKE WEALTH independent RIA | $116M | +57% | 1 | $116M | 68% | 78% | 62 | 1 | |
| FIRST GEORGETOWN SECURITIES, INC independent RIA | $116M | 2 | $57.9M | 100% | 65% | 62 | 1 | ||
| M•••••••• F•••••••• P••••••• I••• independent RIA | $116M | 3 | $38.6M | 100% | 72% | 44 | 1 | ||
| C•••••• W••••• M••••••••• independent RIA | $116M | 2 | $57.9M | 100% | 82% | 53 | 1 | ||
| A••••• W••••• A•••••••• L•• independent RIA | $116M | +10% | 1 | $116M | 99% | 90% | 58 | 1 | |
| P••••••••• F•••••••• M••••••••• I••• independent RIA | $116M | 3 | $38.5M | 100% | 56% | 55 | 1 | ||
| N•• V••••• I••••••••• M••••••••• L•• asset manager | $116M | -1.2% | 1 | $116M | 0.0% | 1 | 2 | ||
| P•••••• W••••• A•••••••• L•• independent RIA | $116M | 2 | $57.8M | 100% | 77% | 51 | 1 | ||
| B••••• Y••• H•••••• L•• independent RIA | $115M | 1 | $115M | 100% | 66% | 161 | 2 | ||
| 1••• P•••••• C••••• G••••• L•• independent RIA | $115M | 2 | $57.7M | 100% | 97% | 11 | 1 | ||
| K••• A•• C•••••• I••• independent RIA | $115M | +12% | 2 | $57.7M | 100% | 91% | 33 | 1 | |
| P••••• P•••••• W••••• M••••••••• independent RIA | $115M | -3.4% | 1 | $115M | 99% | 98% | 32 | 1 | |
| P••••••• W••••• M••••••••• independent RIA | $115M | 2 | $57.7M | 100% | 78% | 39 | 1 | ||
| S•••••• independent RIA | $115M | 2 | $57.5M | 100% | 86% | 44 | 1 | ||
| L••••••••• A••••••• S•••••••• I••• independent RIA | $115M | +21% | 1 | $115M | 97% | 74% | 267 | 1 | |
| F•••••• W•••••• I••• independent RIA | $115M | +7.4% | 3 | $38.3M | 100% | 84% | 26 | 1 | |
| M•••• W••••• M••••••••• • P••••••• L•• independent RIA | $115M | +6.7% | 2 | $57.4M | 98% | 90% | 231 | 1 | |
| F••••• A•••• A••••••• L•• independent RIA | $115M | -61% | 1 | $115M | 58% | 100% | 13 | 1 | |
| A••• C•••••• L•• mixed wealth | $115M | 1 | $115M | 31% | 99% | 3 | 2 | ||
| A••••• H••• A••••••• L•• independent RIA | $115M | -0.6% | 2 | $57.3M | 100% | 97% | 28 | 1 | |
| 1••• P•••••••• L•• independent RIA | $114M | 1 | $114M | 100% | 99% | 21 | 1 | ||
| E••••••• • A••••••••• independent RIA | $114M | +12% | 1 | $114M | 100% | 73% | 362 | 1 | |
| Q•••• C••• C•••••• M••••••••• L•• independent RIA | $114M | +11% | 1 | $114M | 100% | 57% | 173 | 1 | |
| P•••••• A•••• M••••••••• C• I•• other | $114M | -52% | 1 | $114M | 0.0% | 1 | 2 | ||
| G•••••••• W••••• M••••••••• L•• independent RIA | $114M | +17% | 2 | $57.1M | 100% | 82% | 50 | 1 | |
| R••• P•••• • C•• independent RIA | $114M | 3 | $38.1M | 100% | 56% | 64 | 1 | ||
| R•••••• G• S••••• independent RIA | $114M | -10% | 1 | $114M | 100% | 49% | 48 | 1 | |
| S••••• F•••••••• G•••• independent RIA | $114M | 1 | $114M | 100% | 53% | 444 | 1 | ||
| A•••• F•••••••• independent RIA | $114M | +4.5% | 1 | $114M | 63% | 86% | 91 | 1 | |
| L•• C•••••• A••••••• L•• asset manager | $114M | 1 | $114M | 0.0% | 2 | 1 | |||
| A•••• independent RIA | $114M | +30% | 2 | $56.9M | 90% | 75% | 49 | 1 | |
| C••••••••• W••••• M••••••••• L••••• independent RIA | $114M | +8.9% | 1 | $114M | 99% | 82% | 95 | 2 | |
| W•••••• S••••• I••••••••• A••••••• L•• independent RIA | $114M | 2 | $56.9M | 93% | 96% | 28 | 1 | ||
| C••••• C•••• W••••• M••••••••• L•• independent RIA | $114M | 2 | $56.9M | 100% | 61% | 103 | 1 | ||
| B•••• F•••••••• C•••••••• L•• independent RIA | $114M | +13% | 1 | $114M | 92% | 71% | 144 | 1 | |
| P••••••••• W••••• M••••••••• L•• independent RIA | $114M | 3 | $37.9M | 95% | 66% | 60 | 1 | ||
| T•••••••• A•• C•••••• I••••••••• M••••••••• L•• independent RIA | $114M | +4.3% | 1 | $114M | 97% | 100% | 3 | ||
| B••••••••• L•• independent RIA | $114M | +7.2% | 1 | $114M | 98% | 99% | 18 | 1 | |
| S••••• R•••• C•••••• P•••••••• L•• independent RIA | $114M | 3 | $37.9M | 93% | 80% | 31 | 1 | ||
| C• S••••••••• L•• independent RIA | $113M | 3 | $37.8M | 100% | 95% | 48 | 1 | ||
| B••• J•• F•••••••• G••••• L•• independent RIA | $113M | 3 | $37.8M | 99% | 38% | 94 | 1 | ||
| F•••••••• D••••• G••••• L•• independent RIA | $113M | 2 | $56.7M | 99% | 46% | 102 | 1 | ||
| C•••••• P•••••• W••••• G•••• L•• independent RIA | $113M | +12% | 3 | $37.8M | 100% | 95% | 27 | 1 | |
| M•••••••• F••••••••• L•• independent RIA | $113M | 3 | $37.8M | 100% | 95% | 16 | 1 | ||
| S•••••• C•••••• M••••••••• I•• mixed wealth | $113M | -49% | 1 | $113M | 31% | 56% | 54 | 1 | 1 |
| H••••• C•••••• M••••••••• I••• independent RIA | $113M | 1 | $113M | 97% | 75% | 83 | 2 | ||
| W••••••••• I••• independent RIA | $113M | 1 | $113M | 100% | 81% | 87 | 1 | ||
| V•••••• A••••••• C•••• independent RIA | $113M | -87% | 3 | $37.7M | 100% | 97% | 6 | 1 | |
| M•• W••••• L•• independent RIA | $113M | 2 | $56.6M | 91% | 76% | 43 | 1 | ||
| C••••••••• F•••••••• S••••••• independent RIA | $113M | 3 | $37.7M | 100% | 38% | 55 | 1 | ||
| B•••••• • J•••••• F••••• W••••• M••••••••• independent RIA | $113M | 2 | $56.5M | 97% | 83% | 45 | 1 | ||
| O••••• P••••••• G••••• L•• independent RIA | $113M | 3 | $37.6M | 91% | 78% | 31 | 1 | ||
| L•••• F•••••••• A••••••• independent RIA | $113M | 1 | $113M | 95% | 63% | 1 | |||
| M•••••••• A•••• M••••••••• I•• independent RIA | $113M | +3.2% | 3 | $37.6M | 90% | 97% | 7 | 1 | |
| A•••• P••••••• A•• F•••••••• S•••••••• I••• independent RIA | $113M | 2 | $56.4M | 99% | 47% | 109 | 1 | ||
| C••••• B••••••• L•• asset manager | $113M | +11% | 1 | $113M | 0.0% | 1 | 1 | ||
| 3• C•••••• M••••••••• L•• other | $113M | +16% | 1 | $113M | 15% | 100% | 2 | 1 | 2 |
| G•••••• F•••••••• L•• independent RIA | $113M | 1 | $113M | 100% | 34% | 307 | 3 | ||
| F•••••••• W••••• M••••••••• independent RIA | $113M | 1 | $113M | 100% | 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.