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 |
|---|---|---|---|---|---|---|---|---|---|
| DOMESTIQUE CAPITAL LLC independent RIA | $102M | 2 | $51.2M | 99% | 49% | 141 | 1 | ||
| A SLING & A STONE, INCORPORATED independent RIA | $102M | 2 | $51.0M | 76% | 35% | 217 | 1 | 1 | |
| WYNN CAPITAL MANAGEMENT, LLC independent RIA | $102M | 2 | $51.0M | 100% | 84% | 45 | 1 | ||
| S••••• R••••••••• F•••••••• • I•••••••• S••••••• C•••• independent RIA | $102M | +20% | 3 | $34.0M | 100% | 59% | 70 | 1 | |
| H•••• W••••• M••••••••• I••• independent RIA | $102M | 1 | $102M | 100% | 88% | 164 | 1 | ||
| S•••••••• F•••••••• A•••••••• L•• independent RIA | $102M | -25% | 1 | $102M | 100% | 61% | 486 | 1 | |
| S•••••••• C•••••• L•• independent RIA | $102M | 3 | $33.8M | 100% | 80% | 30 | 1 | ||
| T•• • I••••••••• A••••••• independent RIA | $102M | 1 | $102M | 100% | 40% | 346 | 1 | ||
| I••••••••• P•••••••• I••• independent RIA | $101M | 3 | $33.8M | 100% | 71% | 75 | 1 | ||
| M•••••• P•••••• W••••• independent RIA | $101M | 1 | $101M | 99% | 93% | 53 | 1 | ||
| A••••• W• independent RIA | $101M | 1 | $101M | 100% | 100% | 1 | |||
| W•••• G••••• I••••••••• A••••••• L•• independent RIA | $101M | +8.1% | 2 | $50.6M | 100% | 69% | 67 | 1 | |
| P•••••• A••••••• I••• mixed wealth | $101M | 1 | $101M | 45% | 93% | 26 | 4 | ||
| R••• C•••• W••••• M••••••••• independent RIA | $101M | 3 | $33.7M | 99% | 35% | 79 | 1 | ||
| B••••• A••••••••• W••••• M••••••••• L•• independent RIA | $101M | 3 | $33.7M | 100% | 41% | 68 | 1 | ||
| B•••• E•••• W••••• M••••••••• independent RIA | $101M | +40% | 2 | $50.5M | 100% | 59% | 54 | 1 | |
| F••••• F•••••••• G••••• I••• independent RIA | $101M | 2 | $50.4M | 93% | 50% | 135 | 1 | ||
| A••••• F•••••••• G•••• independent RIA | $101M | 3 | $33.6M | 100% | 64% | 43 | 1 | ||
| P••••••• W••••• independent RIA | $101M | 2 | $50.3M | 100% | 97% | 17 | 1 | ||
| C•• F•••••••• G••••• L•• independent RIA | $100M | 2 | $50.2M | 100% | 75% | 55 | 1 | ||
| M••••• W••••• M••••••••• independent RIA | $100M | 1 | $100M | 98% | 20% | 91 | 1 | ||
| S••••• W••••• M••••••••• independent RIA | $100M | +7.0% | 2 | $50.2M | 100% | 86% | 41 | 1 | |
| N•••••• C•••••• M••••••••• I••• independent RIA | $100M | 1 | $100M | 100% | 68% | 142 | 3 | ||
| H••••• M•••• W••••• M••••••••• L•• independent RIA | $100M | 1 | $100M | 100% | 85% | 78 | 1 | ||
| F•••••••• C••••••••• I••• independent RIA | $100M | +8.4% | 3 | $33.4M | 91% | 47% | 134 | 1 | |
| R••••• R•••• W••••• M••••••••• independent RIA | $100M | 1 | $100M | 100% | 17% | 535 | 2 | ||
| C••••••••• L••• C••••••• L•• independent RIA | $100M | 1 | $100M | 100% | 100% | 1 | |||
| A••••••• C•••••• L•• independent RIA | $100M | 1 | $100M | 100% | 95% | 100 | 2 | ||
| W••••••• A•••••••• L•• independent RIA | $100M | 1 | $100M | 100% | 100% | 1 | |||
| F••• F•••••••• W••••• L•• independent RIA | $99.9M | +13% | 1 | $99.9M | 100% | 90% | 59 | 1 | |
| S•••••••• C•••••• M••••••••• L•• independent RIA | $99.7M | +29% | 1 | $99.7M | 90% | 86% | 37 | 1 | |
| 1•• M••••••••• L•• asset manager | $99.4M | -28% | 1 | $99.4M | 0.0% | 1 | |||
| M••••• R••••• A•••••••• L•• asset manager | $99.3M | +46% | 1 | $99.3M | 0.0% | 1 | 3 | ||
| B••••• P••• C•••••• M••••••••• L•• mixed wealth | $99.3M | -22% | 1 | $99.3M | 44% | 100% | 1 | 1 | |
| G•••••• V•••• C••••••• L•• independent RIA | $98.9M | +3.8% | 1 | $98.9M | 96% | 74% | 69 | 1 | |
| S•••••• C•••••• independent RIA | $98.8M | 2 | $49.4M | 77% | 85% | 36 | 1 | ||
| I••••••••• A•••••••• independent RIA | $98.7M | -1.5% | 1 | $98.7M | 96% | 86% | 82 | 1 | |
| L••••• F••••• W••••• A•••••••• L••••• independent RIA | $98.6M | +18% | 2 | $49.3M | 99% | 60% | 107 | 1 | |
| B••• S•• A•••• M••••••••• L•• asset manager | $98.6M | 1 | $98.6M | 0.0% | 1 | ||||
| T••••••• C•••••• M••••••••• L•• independent RIA | $98.6M | +8.6% | 1 | $98.6M | 95% | 83% | 115 | 2 | |
| G•••••• N•••• • C••• I••• independent RIA | $98.4M | +2.6% | 2 | $49.2M | 94% | 93% | 42 | 1 | |
| G••••••• • C••••••• L•• independent RIA | $98.1M | 1 | $98.1M | 99% | 90% | 50 | 1 | ||
| U•••••• F•••••••• C••• mixed wealth | $98.0M | +18% | 1 | $98.0M | 47% | 83% | 31 | 1 | 1 |
| S••• F•••••••• M••••••••• L•• independent RIA | $97.6M | -1.1% | 3 | $32.5M | 100% | 95% | 17 | 1 | |
| T•••••• C••••••• L•• mixed wealth | $97.5M | -8.7% | 1 | $97.5M | 25% | 20% | 117 | 1 | 4 |
| B•••••••• A•••••••• I••• independent RIA | $97.1M | -9.0% | 2 | $48.5M | 96% | 40% | 125 | 1 | |
| B•• F•••••••• A•••••••• L•• independent RIA | $96.9M | +1.4% | 2 | $48.5M | 94% | 78% | 116 | 1 | |
| S•••• C•••••• C•••••• M••••••••• I••• independent RIA | $96.7M | +3.6% | 1 | $96.7M | 100% | 82% | 26 | 1 | |
| P•••••• W••••• A••••••• S••••••• L•• independent RIA | $96.3M | -2.5% | 1 | $96.3M | 100% | 49% | 223 | 1 | |
| M•• A•••••••• L•• independent RIA | $96.1M | 1 | $96.1M | 100% | 84% | 80 | 1 | ||
| C•••••• D••••• P•••••• W••••• L•• independent RIA | $96.0M | +11% | 2 | $48.0M | 100% | 48% | 132 | 1 | |
| S•••••• C•••••• M••••••••• mixed wealth | $95.1M | -17% | 1 | $95.1M | 49% | 74% | 42 | 1 | 2 |
| N••••••• I••• independent RIA | $95.0M | 2 | $47.5M | 95% | 11% | 95 | 1 | ||
| M•• C•••••• M••••••••• L•• other | $95.0M | -12% | 1 | $95.0M | 20% | 100% | 1 | ||
| W••• M•••• I••••• independent RIA | $94.9M | 1 | $94.9M | 84% | 54% | 175 | 1 | ||
| A•••••• T•••••• C•••••• asset manager | $94.9M | +20% | 1 | $94.9M | 0.0% | 3 | |||
| L••• C•••••• A••••••• L•• other | $94.8M | -57% | 1 | $94.8M | 13% | 98% | 1 | ||
| S•••• S••••••••• L•• other | $94.6M | -31% | 1 | $94.6M | 0.0% | 100% | 1 | ||
| S•••••• A•••••••• L•• independent RIA | $94.4M | 1 | $94.4M | 100% | 86% | 61 | 1 | ||
| S•••••• W•••••• L•• independent RIA | $94.3M | -17% | 2 | $47.2M | 89% | 96% | 5 | 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.