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 |
|---|---|---|---|---|---|---|---|---|---|
| COGENT INDEPENDENT ADVISORS, INC. independent RIA | $112M | 1 | $112M | 100% | 85% | 238 | 4 | ||
| ARIA WEALTH PARTNERS independent RIA | $112M | +143% | 2 | $56.2M | 98% | 82% | 43 | 1 | |
| SNYDER ASSET MANAGEMENT, LLC independent RIA | $112M | 1 | $112M | 99% | 86% | 80 | 1 | ||
| S•• F•••••••• W••••• P••••••• L•• independent RIA | $112M | 2 | $56.1M | 100% | 90% | 22 | 1 | ||
| K•• W••••• M••••••••• I••• independent RIA | $112M | +11% | 3 | $37.4M | 100% | 66% | 50 | 1 | |
| S••••••• F••••••••• L•• independent RIA | $112M | 1 | $112M | 100% | 66% | 120 | 2 | ||
| A••••• C••••••• L•• independent RIA | $112M | 2 | $56.0M | 100% | 56% | 93 | 1 | ||
| Y••••• W••••• M••••••••• L•• independent RIA | $112M | 2 | $56.0M | 100% | 95% | 32 | 1 | ||
| S••••• I••••••••• M••••••••• L•• independent RIA | $112M | 3 | $37.3M | 94% | 53% | 134 | 1 | ||
| C•••••• W••••• M••••••••• I••• independent RIA | $112M | 1 | $112M | 100% | 100% | 1 | |||
| U••••••• W••••• M••••••••• L•• independent RIA | $112M | 2 | $55.9M | 94% | 52% | 201 | 1 | ||
| O•••••• C•••••• M••••••••• L•• other | $112M | -65% | 1 | $112M | 0.0% | 1 | |||
| P•••••••• I••••••••• M••••••••• C•••••• independent RIA | $112M | +5.1% | 1 | $112M | 100% | 99% | 3 | ||
| S••••••• I••••••••• M••••••••• L•• independent RIA | $112M | 1 | $112M | 100% | 1 | ||||
| T•• C•••••• M••••••••• I•• independent RIA | $112M | -14% | 1 | $112M | 83% | 100% | 1 | ||
| S••••••• W••••• M••••••••• independent RIA | $112M | -8.4% | 1 | $112M | 100% | 99% | 6 | 1 | |
| P••••• I••••••••• A••••••• C••••••••• independent RIA | $112M | 2 | $55.8M | 100% | 70% | 51 | 1 | ||
| V••••• W••••• M••••••••• independent RIA | $112M | 1 | $112M | 98% | 33% | 345 | 1 | ||
| P•••••••• F•••••••• S••••••••• independent RIA | $111M | 1 | $111M | 95% | 93% | 74 | 1 | ||
| D• I••••••••• S••••••••• I••• independent RIA | $111M | 2 | $55.7M | 100% | 22% | 80 | 1 | ||
| F•••••••• M••••••• I•• independent RIA | $111M | 2 | $55.7M | 100% | 31% | 64 | 1 | ||
| M•••• F•••••••• P•••••••• I••• independent RIA | $111M | 1 | $111M | 98% | 75% | 116 | 3 | ||
| T•• Q•••• G•••• L•• independent RIA | $111M | 1 | $111M | 67% | 100% | 1 | |||
| F•••• F•••••••• independent RIA | $111M | 2 | $55.6M | 97% | 73% | 60 | 1 | ||
| S••••• W••• A•••••••• L•• independent RIA | $111M | 1 | $111M | 100% | 19% | 566 | 2 | ||
| I•••••••• W••••• M••••••••• L•• independent RIA | $111M | 3 | $37.0M | 100% | 80% | 33 | 1 | ||
| B•••••••• I••••••••• A•••••••• L•• independent RIA | $111M | 3 | $37.0M | 99% | 98% | 17 | 1 | ||
| H••••• L•••• P••••••• independent RIA | $111M | 1 | $111M | 100% | 93% | 72 | 1 | ||
| E•••• W••••• M••••••••• independent RIA | $111M | 1 | $111M | 91% | 83% | 83 | 2 | ||
| S••• W••••• M••••••••• L•• independent RIA | $111M | 1 | $111M | 100% | 89% | 48 | 1 | ||
| L••••••• W••••• L•• independent RIA | $111M | 2 | $55.5M | 100% | 100% | 1 | |||
| S••••• P••••••• G••••• I••• independent RIA | $111M | +6.6% | 1 | $111M | 98% | 39% | 210 | 1 | |
| K•••••• A•••• M••••••••• independent RIA | $111M | 2 | $55.5M | 100% | 0.0% | 96 | 1 | ||
| E•••••• F•••••••• A•••••••• I••• independent RIA | $111M | 1 | $111M | 99% | 54% | 312 | 1 | ||
| K••••••• C•••••• M••••••••• independent RIA | $111M | -6.0% | 1 | $111M | 100% | 89% | 227 | 1 | |
| F•• F•••••••• S•••••••• I••• independent RIA | $111M | +22% | 1 | $111M | 100% | 85% | 84 | 2 | |
| C•••••• I••••••••• A•••••••• L•• independent RIA | $111M | +7.2% | 2 | $55.3M | 99% | 75% | 36 | 1 | |
| F•••••••• C•••••• L•• independent RIA | $111M | 3 | $36.8M | 100% | 1.0% | 4 | 1 | ||
| R•• W••••• A••••••• L•• independent RIA | $110M | +11% | 1 | $110M | 97% | 90% | 69 | 1 | |
| W•••• O•• W••••• P••••••• independent RIA | $110M | 1 | $110M | 88% | 86% | 73 | 1 | ||
| M•••••• W••••• M••••••••• L•• independent RIA | $110M | +15% | 2 | $55.2M | 71% | 66% | 48 | 1 | |
| M••••• C•••••• R••••••• • M••••••••• L•• independent RIA | $110M | 2 | $55.2M | 76% | 83% | 26 | 1 | ||
| A••••• W••••• A•••••••• L•• independent RIA | $110M | 2 | $55.2M | 100% | 75% | 55 | 1 | ||
| G••••••••• L•• independent RIA | $110M | 2 | $55.2M | 100% | 35% | 153 | 1 | ||
| W•••••••• W••••• independent RIA | $110M | 1 | $110M | 100% | 67% | 153 | 1 | ||
| R••••• C•••••• C•••••• M••••••••• independent RIA | $110M | 1 | $110M | 95% | 97% | 42 | 1 | ||
| C•••••• R•••• W••••• M••••••••• L•• independent RIA | $110M | +9.4% | 1 | $110M | 99% | 86% | 103 | 1 | |
| V•••••• W••••• P••••••• independent RIA | $110M | 1 | $110M | 98% | 57% | 226 | 1 | ||
| C•• W••••• M••••••••• S••••••• I•• independent RIA | $110M | 2 | $55.1M | 73% | 91% | 32 | 1 | ||
| H••••• I••••••••• A••••••• independent RIA | $110M | 1 | $110M | 86% | 96% | 41 | 1 | ||
| M••••••••• W••••• M••••••••• L•• independent RIA | $110M | +28% | 2 | $55.0M | 100% | 28% | 87 | 1 | |
| B•••••• W••••• A••••••• independent RIA | $110M | +19% | 2 | $55.0M | 97% | 54% | 109 | 1 | |
| L•••••••• F•••••••• G••••• I•• independent RIA | $110M | -18% | 1 | $110M | 100% | 87% | 69 | 1 | |
| I••••••••• W•••••• L•• independent RIA | $110M | +39% | 2 | $55.0M | 99% | 84% | 72 | 1 | |
| O••••• P•••••••• L•• independent RIA | $110M | 1 | $110M | 69% | 99% | 2 | |||
| W•••••••• W••••• M••••••••• independent RIA | $110M | +7.6% | 1 | $110M | 100% | 95% | 40 | 1 | |
| H••• W••••• M••••••••• independent RIA | $110M | 2 | $55.0M | 100% | 64% | 93 | 1 | ||
| C•••••• W••••• M••••••••• independent RIA | $110M | 1 | $110M | 100% | 92% | 51 | 2 | ||
| M• W••••• M••••••••• L•• independent RIA | $110M | 2 | $55.0M | 99% | 81% | 39 | 1 | ||
| R••••••••• W••••• A•••••••• L•• independent RIA | $110M | 2 | $54.9M | 100% | 82% | 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.