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 |
|---|---|---|---|---|---|---|---|---|---|
| BRAVE WARRIOR ADVISORS, LLC independent RIA | $5.6B | +4.2% | 4 | $1.4B | 70% | 100% | 25 | 5 | 4 |
| YALE CAPITAL CORP. independent RIA | $5.6B | +22% | 5 | $1.1B | 100% | 100% | 4 | ||
| 71 WEST CAPITAL PARTNERS independent RIA | $5.5B | 6 | $918M | 99% | 100% | 29 | 2 | ||
| CRESCENT GROVE ADVISORS independent RIA | $5.5B | +10% | 21 | $262M | 93% | 99% | 15 | 3 | |
| WALDRON PRIVATE WEALTH independent RIA | $5.5B | +22% | 42 | $131M | 100% | 99% | 12 | 4 | 1 |
| CONSTELLATION WEALTH ADVISORS independent RIA | $5.4B | +16% | 15 | $360M | 77% | 100% | 27 | 2 | 4 |
| GENTRUST independent RIA | $5.2B | +17% | 22 | $236M | 96% | 100% | 12 | 2 | |
| LEGACY ADVISORS, LLC independent RIA | $5.2B | +24% | 19 | $272M | 94% | 98% | 16 | 1 | |
| PENNINGTON PARTNERS & CO., LLC independent RIA | $5.1B | +29% | 11 | $463M | 90% | 100% | 2 | 10 | |
| WELLSPRING FAMILY OFFICE independent RIA | $5.1B | +20% | 9 | $562M | 99% | 98% | 15 | 1 | |
| TFO FAMILY OFFICE PARTNERS independent RIA | $5.0B | +21% | 27 | $187M | 99% | 100% | 9 | 3 | |
| HERITAGE WEALTH ADVISORS independent RIA | $4.9B | +6.4% | 15 | $324M | 55% | 98% | 26 | 4 | 9 |
| CHICAGO CAPITAL, LLC independent RIA | $4.8B | +7.7% | 11 | $438M | 97% | 98% | 74 | 1 | |
| BROWNSON, REHMUS & FOXWORTH, INC. independent RIA | $4.8B | +12% | 16 | $299M | 94% | 100% | 3 | ||
| BC ADVISORS, LLC independent RIA | $4.7B | +3.8% | 6 | $789M | 97% | 100% | 3 | ||
| SEVEN BRIDGES ADVISORS LLC independent RIA | $4.6B | -0.0% | 54% | 100% | 1 | 16 | |||
| TWIN FOCUS CAPITAL PARTNERS, LLC independent RIA | $4.6B | +13% | 16 | $287M | 98% | 100% | 5 | 1 | 6 |
| WHARTON BUSINESS GROUP, LLC independent RIA | $4.6B | +14% | 3 | $1.5B | 82% | 100% | 33 | 2 | |
| FRANKLIN STREET ADVISORS INC. independent RIA | $4.5B | 16 | $283M | 81% | 99% | 24 | 1 | 5 | |
| JFG FAMILY OFFICE independent RIA | $4.5B | +65% | 35 | $129M | 99% | 100% | 5 | 3 | 1 |
| SYON CAPITAL LLC independent RIA | $4.4B | +49% | 12 | $365M | 98% | 100% | 1 | 8 | |
| AARON WEALTH ADVISORS independent RIA | $4.3B | +64% | 11 | $390M | 76% | 100% | 12 | 4 | |
| SAGE MOUNTAIN ADVISORS, LLC independent RIA | $4.3B | +27% | 21 | $204M | 94% | 100% | 9 | 1 | 3 |
| TURTLE CREEK TRUST independent RIA | $4.3B | +17% | 3 | $1.4B | 99% | 100% | 34 | 1 | |
| SOUTHEAST ASSET ADVISORS, LLC independent RIA | $4.2B | +13% | 8 | $525M | 62% | 99% | 35 | 5 | 7 |
| ARCHPOINT INVESTORS independent RIA | $4.1B | +12% | 93% | 100% | 2 | 2 | |||
| PERMCAP INVESTMENT OFFICE independent RIA | $4.0B | -19% | 4 | $1.0B | 72% | 100% | 10 | 3 | |
| VALOR ADVISORS LLC independent RIA | $4.0B | +28% | 3 | $1.3B | 93% | 100% | 1 | ||
| BT FAMILY OFFICE, LLC independent RIA | $4.0B | +32% | 100% | 100% | 1 | ||||
| AZIMUTH CAPITAL MANAGEMENT independent RIA | $4.0B | +4.3% | 10 | $399M | 91% | 99% | 38 | 1 | |
| NORDWAND ADVISORS independent RIA | $4.0B | +3.4% | 7 | $567M | 69% | 100% | 8 | 2 | |
| VERNAL POINT ADVISORS, LLC independent RIA | $3.9B | +44% | 6 | $656M | 97% | 100% | 1 | 1 | |
| ALAMO ADVISORS, LP independent RIA | $3.9B | +2.2% | 3 | $1.3B | 86% | 100% | 1 | ||
| CASTLE ROCK ADVISORS LLC independent RIA | $3.9B | +49% | 70% | 100% | 1 | 6 | |||
| MATTER FAMILY OFFICE independent RIA | $3.8B | +7.5% | 42 | $90.7M | 95% | 95% | 5 | 4 | 1 |
| MOZAIC, LLC independent RIA | $3.6B | -10% | 92% | 100% | 1 | ||||
| CM WEALTH ADVISORS LLC independent RIA | $3.6B | +5.7% | 5 | $719M | 50% | 99% | 41 | 1 | 30 |
| SYSTEMATIC ALPHA INVESTMENTS, LLC independent RIA | $3.5B | +28% | 1 | $3.5B | 100% | 100% | 1 | ||
| BILTMORE FAMILY OFFICE, LLC independent RIA | $3.5B | +9.6% | 16 | $217M | 99% | 100% | 5 | 2 | |
| COLTER LEWIS INVESTMENT PARTNERS, LLC independent RIA | $3.4B | +47% | 4 | $853M | 99% | 100% | 1 | ||
| FRANK, RIMERMAN ADVISORS LLC independent RIA | $3.4B | +13% | 3 | $1.1B | 100% | 100% | 4 | ||
| MONOGRAPH WEALTH ADVISORS, LLC independent RIA | $3.2B | +26% | 9 | $361M | 91% | 99% | 23 | 1 | |
| LCP INSTITUTIONAL, LLC independent RIA | $3.2B | +57% | 4 | $794M | 56% | 96% | 30 | 1 | |
| GLENEAGLES INVESTMENT ADVISORS, LLC independent RIA | $3.1B | +12% | 100% | 100% | 1 | 4 | |||
| MMBG INVESTMENT ADVISORS CO. independent RIA | $3.0B | +21% | 7 | $426M | 99% | 100% | 20 | 1 | |
| FAIRWAY WEALTH MANAGEMENT LLC independent RIA | $3.0B | +14% | 15 | $198M | 100% | 99% | 21 | 1 | |
| PARCION PRIVATE WEALTH LLC independent RIA | $3.0B | +17% | 15 | $197M | 100% | 97% | 11 | 1 | |
| POINT OLEMA CAPITAL PARTNERS, L.P. independent RIA | $2.9B | +42% | 72% | 100% | 2 | 6 | |||
| BIRCH HILL INVESTMENT ADVISORS LLC independent RIA | $2.9B | +11% | 9 | $327M | 91% | 100% | 20 | 1 | |
| CAPITAL COUNSEL LLC independent RIA | $2.9B | +10% | 6 | $479M | 78% | 100% | 36 | 1 | 3 |
| LEGACY KNIGHT MFO, LLC independent RIA | $2.8B | +89% | 4 | $712M | 67% | 100% | 1 | 33 | |
| MANCHESTER CAPITAL MANAGEMENT LLC independent RIA | $2.8B | -24% | 12 | $236M | 78% | 99% | 18 | 4 | 16 |
| CORDOBA ADVISORY PARTNERS LLC independent RIA | $2.8B | +7.8% | 7 | $402M | 79% | 100% | 1 | 2 | |
| ANGELES WEALTH MANAGEMENT, LLC independent RIA | $2.8B | +24% | 9 | $312M | 88% | 100% | 4 | ||
| L 1 GLOBAL WEALTH LLC independent RIA | $2.8B | 2 | $1.4B | 100% | 100% | 1 | |||
| PAUL COMSTOCK PARTNERS independent RIA | $2.8B | +25% | 13 | $215M | 81% | 100% | 1 | ||
| OHANA ADVISORS independent RIA | $2.8B | +6.0% | 96% | 100% | 2 | 1 | |||
| TURTLE CREEK WEALTH ADVISORS, LLC independent RIA | $2.8B | +107% | 17 | $162M | 85% | 100% | 6 | 4 | 6 |
| A16Z PERENNIAL MANAGEMENT, L.P. independent RIA | $2.8B | +51% | 75% | 100% | 2 | 7 | |||
| SAGEWOOD ASSET MANAGEMENT LP independent RIA | $2.7B | +0.8% | 89% | 100% | 1 |
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.