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.
17,149 practices match
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| MSH CAPITAL ADVISORS LLC independent RIA | $1.3B | +23% | 20 | $67.3M | 74% | 61% | 113 | 6 | |
| COHALO asset manager | $1.3B | +31% | 1 | $1.3B | 0.5% | 45% | 28 | 1 | |
| HILL INVESTMENT GROUP independent RIA | $1.3B | +29% | 8 | $168M | 82% | 94% | 48 | 8 | |
| T•• M•••••••• C•••••• institutional | $1.3B | +18% | 5 | $269M | 36% | 99% | 7 | 2 | |
| S••••••• C•••••• L•• asset manager | $1.3B | +7.0% | 0.0% | 2 | 4 | ||||
| S••••••••• C•••••• A•••••••• L•• independent RIA | $1.3B | +17% | 4 | $336M | 97% | 93% | 144 | 1 | |
| E••••• R••••••• I••••••••• L•• asset manager | $1.3B | +1.0% | 0.0% | 1 | 62 | ||||
| W••••••••• C••••••• L•• other | $1.3B | -29% | 1 | $1.3B | 1.9% | 37% | 63 | 2 | 2 |
| O••••••••• P••••••• M••••••••• L•• asset manager | $1.3B | +38% | 0.0% | 1 | 19 | ||||
| W••••• A••••••• G•••• independent RIA | $1.3B | +19% | 10 | $134M | 79% | 72% | 101 | 1 | |
| L••••••• P•••••• A•••• M••••••••• L•• independent RIA | $1.3B | +20% | 5 | $268M | 97% | 89% | 109 | 1 | |
| P•••••• C••••• L•• asset manager | $1.3B | +216% | 0.0% | 3 | 3 | ||||
| I••••••• M••••••••• I••• asset manager | $1.3B | 0.0% | 1 | 4 | |||||
| T••••• F••••••••• L•• independent RIA | $1.3B | +43% | 2 | $670M | 100% | 100% | 135 | 1 | |
| P•••• C•••••• M••••••••• L•• independent RIA | $1.3B | +11% | 7 | $192M | 97% | 83% | 138 | 12 | |
| Q•••••• W••••• M••••••••• L•• independent RIA | $1.3B | +18% | 13 | $103M | 99% | 96% | 45 | 1 | |
| F•• W••••• A••••••• independent RIA | $1.3B | +18% | 14 | $95.7M | 90% | 82% | 52 | 2 | 2 |
| C•••••• W••••• S•••••••• L•• independent RIA | $1.3B | +39% | 14 | $95.7M | 95% | 89% | 59 | 2 | |
| F•• A••••••• L• other | $1.3B | +49% | 0.0% | 1 | 2 | ||||
| H••••• A••••••••• L•• BD affiliated | $1.3B | +11% | 16 | $83.7M | 91% | 80% | 75 | 2 | |
| C•••••• C•••••• M••••••••• L••• asset manager | $1.3B | +46% | 0.0% | 2 | 2 | ||||
| A•••• C•••••• M••••••••• L•• independent RIA | $1.3B | +18% | 10 | $134M | 91% | 95% | 44 | 1 | |
| V•••••• F•••••••• independent RIA | $1.3B | +95% | 55 | $24.3M | 99% | 56% | 53 | 33 | |
| S•••••• A•• L••••• independent RIA | $1.3B | +9.0% | 6 | $223M | 98% | 95% | 77 | 1 | |
| V••••• I••••••••• L• asset manager | $1.3B | -1.2% | 0.0% | 2 | 8 | ||||
| A••••••• P•••••• G•••• asset manager | $1.3B | -2.6% | 0.0% | 1 | 4 | ||||
| I••••••••• O••••••••• P•••••••• L•• asset manager | $1.3B | -0.5% | 0.0% | 1 | 3 | ||||
| C••••••••• S••••••••• C•••••• I•• BD affiliated | $1.3B | +16% | 38 | $35.1M | 95% | 45% | 65 | 5 | |
| A••••• I••••••••• P••••••• asset manager | $1.3B | +15% | 0.0% | 1 | 9 | ||||
| I•••••• A•••••••• L•• independent RIA | $1.3B | +29% | 77 | $17.3M | 99% | 46% | 46 | 26 | |
| G•••••••• W••••• A•••••••• L•• independent RIA | $1.3B | +37% | 11 | $121M | 100% | 99% | 23 | 10 | |
| G•••••• S•••• C•••••• M••••••••• L• asset manager | $1.3B | +22% | 0.0% | 1 | 6 | ||||
| D•••• W•••••• A••••••••• I••• independent RIA | $1.3B | -1.1% | 5 | $266M | 81% | 92% | 88 | 1 | |
| E•••••• W••••• M••••••••• L•• independent RIA | $1.3B | +13% | 23 | $57.8M | 99% | 87% | 24 | 8 | |
| F•••••••• F•••••••• A••••••• independent RIA | $1.3B | +14% | 51 | $26.1M | 99% | 73% | 42 | 14 | 2 |
| C•• F•••••••• A••••••• L•• independent RIA | $1.3B | +11% | 7 | $190M | 99% | 87% | 115 | 2 | |
| C••••••••• • A••••••••• independent RIA | $1.3B | +13% | 7 | $190M | 100% | 66% | 220 | 1 | |
| C••••••• A•••••••• L•• independent RIA | $1.3B | +11% | 7 | $190M | 98% | 94% | 62 | 1 | |
| O•• P••• L•••••• asset manager | $1.3B | +52% | 0.0% | 1 | 3 | ||||
| C••••• F••• W••••• P•••••••• L•• independent RIA | $1.3B | +6.7% | 2 | $664M | 83% | 99% | 30 | 2 | |
| G•• M••••••••• L••• asset manager | $1.3B | +0.9% | 0.0% | 1 | 13 | ||||
| C••• C•••••• P••••••• asset manager | $1.3B | +0.8% | 0.0% | 1 | 8 | ||||
| T•• C•••• F••• independent RIA | $1.3B | +11% | 9 | $147M | 55% | 95% | 23 | 1 | 1 |
| N••••••• P••••••• L• asset manager | $1.3B | -29% | 0.0% | 1 | 2 | ||||
| C•••• A•••• M••••••••• L•• independent RIA | $1.3B | +70% | 7 | $189M | 100% | 100% | 39 | 6 | |
| S••••• L••• C••••••• L•• independent RIA | $1.3B | +83% | 24 | $55.2M | 50% | 72% | 47 | 5 | |
| U••• G••••• I••••••••• I••• asset manager | $1.3B | -15% | 1 | $1.3B | 0.0% | 1 | |||
| C•••••• I••••••••• C••••••• I••• other | $1.3B | +9.8% | 0.0% | 2 | 3 | ||||
| I••• G••• G••••• A••••••• independent RIA | $1.3B | 8 | $165M | 83% | 82% | 220 | 2 | ||
| R•••• • G•••••• W••••• M••••••••• independent RIA | $1.3B | +28% | 18 | $73.5M | 100% | 86% | 47 | 2 | |
| S••••••••• G••••• • K••• • W••••• A••••••• independent RIA | $1.3B | +8.9% | 9 | $147M | 99% | 88% | 77 | 3 | |
| A•••• F••••• O••••• L•• platform/SMA | $1.3B | +15% | 30% | 100% | 2 | ||||
| N•••• C••••• P•••••••• L•• asset manager | $1.3B | -27% | 0.0% | 2 | 11 | ||||
| L••• O•• P•••••• W•••••• L•• independent RIA | $1.3B | +24% | 10 | $132M | 96% | 90% | 48 | 2 | |
| M••••• H••••• I••••••••• C••••••• L•• independent RIA | $1.3B | +3.4% | 4 | $330M | 97% | 98% | 49 | 1 | 2 |
| R•••• P••••••• C•••••• M••••••••• L• platform/SMA | $1.3B | +8.3% | 73% | 94% | 1 | 10 | |||
| W••••••••• A•••• M••••••••• independent RIA | $1.3B | +14% | 8 | $165M | 86% | 96% | 38 | 1 | |
| C••••• C•••••• G•••• asset manager | $1.3B | 3 | $439M | 0.0% | 1 | ||||
| A•• I••••••••• C•••••• I•• asset manager | $1.3B | +19% | 0.0% | 1 | 8 | ||||
| P••••••••• P••••••• G•••• independent RIA | $1.3B | +13% | 9 | $146M | 99% | 73% | 142 | 2 |
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.