DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Practices
What each practice looks like, from what it filed
A 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.
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| PATHSTONE independent RIA | $110B | +9.8% | 201 | $549M | 83% | 100% | 10 | 19 | 161 |
| CRESSET ASSET MANAGEMENT, LLC independent RIA | $79B | +27% | 211 | $374M | 89% | 100% | 22 | 25 | 145 |
| IEQ CAPITAL, LLC independent RIA | $57B | +60% | 196 | $290M | 100% | 100% | 20 | ||
| SCS CAPITAL MANAGEMENT LLC independent RIA | $49B | +13% | 78 | $624M | 62% | 100% | 13 | 62 | |
| CANTERBURY CONSULTING INCORPORATED independent RIA | $46B | +521% | 24 | $1.9B | 87% | 100% | 3 | 16 | |
| BBR PARTNERS, LLC independent RIA | $36B | +17% | 56 | $652M | 76% | 100% | 6 | 41 | |
| TIEDEMANN ADVISORS, LLC independent RIA | $31B | +6.8% | 6 | $5.2B | 78% | 100% | 68 | 9 | 23 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC independent RIA | $28B | -22% | 35 | $809M | 67% | 100% | 8 | 12 | |
| STONEHAGE FLEMING independent RIA | $24B | +21% | 53% | 99% | 1 | ||||
| OXFORD FINANCIAL GROUP, LTD independent RIA | $23B | +19% | 50 | $467M | 59% | 100% | 12 | 7 | 48 |
| JORDAN PARK GROUP LLC independent RIA | $23B | +28% | 14 | $1.7B | 67% | 100% | 12 | 4 | 45 |
| EHRENKRANZ PARTNERS L.P. independent RIA | $22B | +11% | 71% | 100% | 2 | 51 | |||
| BAKER STREET ADVISORS, LLC independent RIA | $21B | +17% | 87% | 100% | 1 | ||||
| OFFIT CAPITAL independent RIA | $21B | +1.0% | 1 | $21B | 66% | 100% | 2 | 123 | |
| SUMMIT TRAIL ADVISORS, LLC independent RIA | $20B | -16% | 30 | $665M | 83% | 99% | 21 | 17 | |
| NEW EDGE WEALTH BD affiliated | $20B | +65% | 148 | $135M | 95% | 94% | 24 | 19 | |
| COMPREHENSIVE FINANCIAL MANAGEMENT LLC independent RIA | $19B | +3.5% | 93% | 100% | 1 | ||||
| WE FAMILY OFFICES independent RIA | $18B | +16% | 27 | $657M | 100% | 100% | 2 | ||
| EVOKE ADVISORS independent RIA | $17B | -38% | 41 | $422M | 70% | 100% | 5 | 23 | |
| ALLEN INVESTMENT MANAGEMENT, LLC independent RIA | $17B | +6.8% | 6 | $2.8B | 100% | 100% | 1 | 1 | |
| MYCIO WEALTH PARTNERS, LLC independent RIA | $16B | +9.5% | 33 | $478M | 98% | 100% | 28 | 1 | 5 |
| EVERCORE WEALTH MANAGEMENT, LLC independent RIA | $16B | +12% | 90% | 100% | 5 | 1 | |||
| BALLENTINE PARTNERS independent RIA | $15B | +28% | 90 | $170M | 97% | 100% | 5 | 9 | |
| CV ADVISORS LLC independent RIA | $15B | +17% | 4 | $3.8B | 87% | 100% | 1 | 14 | |
| CIRCLE WEALTH MANAGEMENT, LLC independent RIA | $14B | +13% | 10 | $1.4B | 93% | 100% | 2 | ||
| SAPIENT CAPITAL LLC independent RIA | $14B | +20% | 36 | $382M | 86% | 99% | 27 | 5 | |
| SAROFIM TRUST CO independent RIA | $13B | +6.5% | 15 | $864M | 72% | 100% | 1 | ||
| THE CAPROCK GROUP, LLC independent RIA | $12B | +23% | 49 | $255M | 91% | 100% | 9 | 12 | |
| LNW independent RIA | $12B | +59% | 59 | $207M | 87% | 98% | 18 | 5 | 3 |
| GREENHAVEN ASSOCIATES INC independent RIA | $12B | +6.8% | 1 | $12B | 72% | 100% | 100 | 1 | |
| CALLAN FAMILY OFFICE, LLC independent RIA | $10B | +53% | 70% | 100% | 15 | ||||
| FIDUCIARY COUNSELLING INC independent RIA | $10B | +5.8% | 17 | $592M | 88% | 93% | 97 | 2 | |
| CHOATE INVESTMENT ADVISORS independent RIA | $10B | +13% | 15 | $670M | 94% | 100% | 41 | 1 | 3 |
| BMO FAMILY OFFICE, LLC independent RIA | $10.0B | +23% | 3 | $3.3B | 98% | 100% | 23 | 7 | 26 |
| WELCH & FORBES LLC independent RIA | $9.9B | +8.1% | 5 | $2.0B | 83% | 98% | 129 | 1 | 2 |
| ALTAIR ADVISERS, LLC independent RIA | $9.8B | +12% | 69% | 94% | 1 | 1 | |||
| MAIN STREET ADVISORS independent RIA | $9.6B | +10% | 74% | 100% | 1 | 6 | |||
| SIMON QUICK ADVISORS, LLC independent RIA | $9.0B | +34% | 40 | $225M | 85% | 99% | 25 | 8 | 5 |
| MARCUARD FAMILY OFFICE LTD independent RIA | $8.7B | +27% | 1 | $8.7B | 64% | 100% | 77 | 1 | |
| BATTERY GLOBAL ADVISORS, LLC independent RIA | $8.4B | +21% | 61% | 100% | 2 | 77 | |||
| NICHOLAS HOFFMAN & COMPANY, LLC independent RIA | $8.3B | +15% | 13 | $636M | 95% | 99% | 31 | 3 | 1 |
| CAMBRIDGE ASSOCIATES LIMITED, LLC independent RIA | $8.2B | +42% | 52% | 100% | 2 | ||||
| PROFICIO CAPITAL PARTNERS LLC independent RIA | $8.2B | +46% | 2 | $4.1B | 88% | 100% | 2 | ||
| ICG ADVISORS, LLC independent RIA | $7.9B | +2.1% | 1 | $7.9B | 72% | 100% | 1 | 11 | |
| FIDUCIARY TRUST INTERNATIONAL, LLC independent RIA | $7.7B | +16% | 14 | $548M | 78% | 100% | 4 | 4 | 7 |
| ALDRICH WEALTH LP independent RIA | $7.6B | +18% | 28 | $272M | 64% | 98% | 23 | 5 | |
| BROWN ADVISORY independent RIA | $7.6B | +3.4% | 17 | $445M | 73% | 100% | 10 | 3 | 16 |
| TURIM 21 INVESTIMENTOS LTDA independent RIA | $7.2B | +38% | 66% | 100% | 1 | 5 | |||
| MILLER INVESTMENT MANAGEMENT, LP independent RIA | $7.1B | +25% | 6 | $1.2B | 89% | 100% | 26 | 2 | 12 |
| TAG ASSOCIATES LLC independent RIA | $7.1B | -1.0% | 1 | $7.1B | 97% | 100% | 80 | 2 | 10 |
| JOHN W. BRISTOL & CO., INC. independent RIA | $7.1B | +5.2% | 1 | $7.1B | 56% | 100% | 83 | 1 | 1 |
| NORTHSIDE CAPITAL MANAGEMENT LLC independent RIA | $6.9B | +19% | 8 | $868M | 100% | 100% | 4 | ||
| PROWELL FINANCIAL MANAGEMENT, LLC independent RIA | $6.9B | -15% | 3 | $2.3B | 97% | 99% | 19 | 2 | |
| THE BOLLARD GROUP LLC independent RIA | $6.7B | -0.8% | 1 | $6.7B | 79% | 100% | 1 | 91 | |
| GREYCOURT & CO., INC. independent RIA | $6.6B | +20% | 1 | $6.6B | 70% | 100% | 36 | 4 | |
| SENDERO WEALTH MANAGEMENT, LLC independent RIA | $6.5B | +12% | 21 | $310M | 56% | 99% | 16 | 3 | |
| STELAC ADVISORY SERVICES LLC independent RIA | $6.3B | +55% | 1 | $6.3B | 99% | 100% | 2 | 3 | |
| PITCAIRN independent RIA | $5.9B | +657% | 40 | $147M | 98% | 100% | 7 | ||
| GC WEALTH MANAGEMENT RIA, LLC independent RIA | $5.8B | +171% | 35 | $167M | 100% | 100% | 7 | 6 | |
| SEPIO CAPITAL, LP independent RIA | $5.6B | 18 | $313M | 74% | 100% | 5 | 10 |
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480 practices match (UHNW private wealth). 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.