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 |
|---|---|---|---|---|---|---|---|---|---|
| ACCOUNT MANAGEMENT, LLC independent RIA | $106M | +6.7% | 1 | $106M | 76% | 98% | 2 | ||
| 1230 ADVISORS, LLC independent RIA | $106M | +2.8% | 1 | $106M | 100% | 92% | 30 | 1 | |
| BIRNAM WOOD CAPITAL, LLC independent RIA | $106M | -1.3% | 1 | $106M | 67% | 100% | 1 | ||
| W••••• C••••••• M••••••••• G•••• L•• independent RIA | $106M | +11% | 2 | $53.1M | 96% | 64% | 79 | 1 | |
| M••••• A••• L•••••• independent RIA | $106M | +29% | 2 | $53.0M | 100% | 92% | 36 | 1 | |
| P••••• I•• A••••••• independent RIA | $106M | 1 | $106M | 100% | 97% | 59 | 1 | ||
| K••••• C•••••• M••••••••• L•• independent RIA | $106M | 1 | $106M | 100% | 85% | 84 | 1 | ||
| M••••• W••••• M••••••••• independent RIA | $106M | +0.2% | 1 | $106M | 99% | 92% | 45 | 2 | |
| R••• W••••• S••••••••• L•• independent RIA | $106M | +2.0% | 2 | $52.9M | 100% | 90% | 45 | 1 | |
| F•••••••• D••••• S•••••• I••• independent RIA | $106M | 3 | $35.2M | 100% | 68% | 45 | 1 | ||
| R••••••• S•••••••• T••••••••• L•• asset manager | $105M | +426% | 1 | $105M | 0.0% | 1 | |||
| C•••••••• I••••••••• P•••••••• L•• independent RIA | $105M | +4.9% | 2 | $52.7M | 100% | 51% | 67 | 1 | |
| E••••••••• Y••• W•••••• L•• independent RIA | $105M | 2 | $52.7M | 100% | 82% | 35 | 1 | ||
| I••••••••• F••••••••• L•• independent RIA | $105M | 2 | $52.6M | 100% | 74% | 58 | 1 | ||
| M••••••••• W••••• M••••••••• L•• independent RIA | $105M | 2 | $52.6M | 99% | 60% | 78 | 1 | ||
| W••••••••• independent RIA | $105M | +16% | 1 | $105M | 100% | 100% | 87 | 1 | |
| I••••••••• I••••••••• A••••••• C••• independent RIA | $105M | +22% | 1 | $105M | 88% | 75% | 137 | 2 | |
| M• W••••• A••••••• I•• independent RIA | $105M | 1 | $105M | 87% | 88% | 163 | 2 | ||
| K•••• T••• C•••••• M••••••••• L•• independent RIA | $105M | 1 | $105M | 100% | 100% | 1 | |||
| P••••• C•••••• M••••••••• L••• independent RIA | $105M | 1 | $105M | 98% | 95% | 48 | 1 | ||
| C•••••• R••••••••• L•• independent RIA | $105M | 1 | $105M | 100% | 80% | 74 | 1 | ||
| L••••• C•••• F•••••••• O•••••• L•• independent RIA | $105M | 1 | $105M | 100% | 83% | 72 | 2 | ||
| W••••• E••••••••• independent RIA | $105M | +4.6% | 2 | $52.5M | 90% | 80% | 29 | 1 | |
| V•••••• F•••• F•••••••• independent RIA | $105M | 1 | $105M | 100% | 85% | 70 | 1 | ||
| C•••• C•••••• independent RIA | $105M | 1 | $105M | 100% | 100% | 1 | |||
| H••• F•••••••• P••••••• L•• independent RIA | $105M | 3 | $35.0M | 100% | 100% | 1 | |||
| P••••••• P•••••• W•••••• L•• independent RIA | $105M | 1 | $105M | 100% | 62% | 56 | 1 | ||
| G•••••• W••••• A•••••••• L•• independent RIA | $105M | 3 | $35.0M | 97% | 81% | 28 | 1 | ||
| O••••• independent RIA | $105M | 2 | $52.4M | 100% | 64% | 93 | 1 | ||
| R•••• • A••••••••• W••••• M••••••••• independent RIA | $105M | 2 | $52.4M | 100% | 84% | 83 | 1 | ||
| V•• W••••• independent RIA | $105M | 2 | $52.4M | 99% | 87% | 146 | 1 | ||
| F••• C•••••• F•••••••• independent RIA | $105M | +38% | 1 | $105M | 95% | 94% | 45 | 1 | |
| P••• P••••• W••••• M••••••••• independent RIA | $105M | -49% | 1 | $105M | 98% | 22% | 183 | 2 | |
| A• G••••• A••••••• L•• independent RIA | $105M | +4.6% | 1 | $105M | 100% | 100% | 1 | ||
| S••• T••••• • A••••••••• C••• L•• independent RIA | $105M | 1 | $105M | 100% | 72% | 108 | 1 | ||
| I••••••••• I••••••••• S••••••••• independent RIA | $105M | 2 | $52.3M | 100% | 1 | ||||
| W•••• L••••••••• I••••••••• M••••••••• S••••••• independent RIA | $105M | +20% | 1 | $105M | 100% | 95% | 36 | 1 | |
| A•••• P••••••• C••••••••• independent RIA | $104M | +15% | 2 | $52.2M | 96% | 67% | 66 | 1 | |
| W••••••• G••••• W••••• A••••••• independent RIA | $104M | 2 | $52.2M | 88% | 74% | 41 | 1 | ||
| W•• P••••••• mixed wealth | $104M | 1 | $104M | 48% | 99% | 33 | 1 | ||
| T•• P•••••• W•••••• L•• independent RIA | $104M | 2 | $52.1M | 100% | 100% | 23 | 1 | ||
| A•••••••• C•••••• A•••••••• L•• other | $104M | +12% | 1 | $104M | 11% | 96% | 16 | 1 | 1 |
| P••••• W••••• A••••••• asset manager | $104M | +124% | 1 | $104M | 0.0% | 1 | |||
| B••••• A••••••• L•• independent RIA | $104M | -14% | 1 | $104M | 100% | 100% | 2 | ||
| E••••••••• A•••••••• I•• independent RIA | $104M | +3.1% | 2 | $51.8M | 100% | 100% | 1 | ||
| A••••••• F•••••••• L•• independent RIA | $103M | 2 | $51.7M | 94% | 80% | 62 | 1 | ||
| R•••• C•••••• A••••••• L•• independent RIA | $103M | +7.7% | 1 | $103M | 100% | 80% | 101 | 1 | |
| B••••••••• F•••••••• L•• independent RIA | $103M | 1 | $103M | 95% | 58% | 138 | 1 | ||
| A••••••• W••••• P•••••••• L•• independent RIA | $103M | 2 | $51.6M | 100% | 97% | 28 | 1 | ||
| R••••••••• A•••• M••••••••• L•• independent RIA | $103M | 2 | $51.5M | 85% | 94% | 9 | 1 | ||
| I••••••• T••••• S•••••• L•• independent RIA | $103M | +42% | 1 | $103M | 100% | 50% | 286 | 1 | |
| I••••••• A••••••• L•• other | $103M | 1 | $103M | 0.0% | 2 | ||||
| T•••••• W••••• M••••••••• L•• independent RIA | $103M | 1 | $103M | 100% | 94% | 44 | 2 | ||
| F•••••••• C•••••• L•• independent RIA | $103M | 1 | $103M | 99% | 61% | 107 | 1 | ||
| D••••• I••••••••• A••••••• L•• independent RIA | $103M | 1 | $103M | 95% | 79% | 118 | 1 | ||
| A•• I••••• L•• asset manager | $103M | +91% | 1 | $103M | 0.0% | 1 | |||
| B••••• C•••••• independent RIA | $103M | +13% | 1 | $103M | 100% | 97% | 32 | 1 | |
| O••••••• W••••• S••••••• independent RIA | $102M | 1 | $102M | 100% | 90% | 51 | 1 | ||
| R•••• H••• A••••••• I••• independent RIA | $102M | 2 | $51.2M | 97% | 67% | 68 | 1 | ||
| N•••••• A••••••• C••••••••• independent RIA | $102M | +2.2% | 1 | $102M | 89% | 69% | 143 | 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.