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 |
|---|---|---|---|---|---|---|---|---|---|
| V-SQUARE QUANTITATIVE MANAGEMENT independent RIA | $1.4B | +21% | 97% | 100% | 1 | 1 | |||
| GREENLINE PARTNERS independent RIA | $1.4B | +27% | 3 | $469M | 57% | 100% | 1 | ||
| ELYXIUM WEALTH LLC independent RIA | $1.4B | +81% | 7 | $198M | 100% | 100% | 8 | 5 | 1 |
| DIAPHANUM independent RIA | $1.4B | +24% | 100% | 100% | 2 | ||||
| OAKRIDGE MANAGEMENT GROUP LLC independent RIA | $1.4B | +27% | 98% | 100% | 1 | 8 | |||
| ASSET RISK CONSULTANTS (UK) LIMITED independent RIA | $1.4B | +34% | 100% | 100% | 3 | ||||
| FIFTH AVENUE FAMILY OFFICE independent RIA | $1.4B | +49% | 4 | $338M | 99% | 100% | 1 | ||
| CHADDS FORD WEALTH PARTNERS, LLC independent RIA | $1.3B | +6.7% | 2 | $664M | 83% | 99% | 30 | 2 | |
| SAVOIE CAPITAL LLC independent RIA | $1.3B | +6.9% | 100% | 100% | 1 | 1 | |||
| SNOWWATER INVESTMENT PARTNERS, LLC independent RIA | $1.3B | +64% | 2 | $650M | 65% | 100% | 3 | ||
| BIGSUR PARTNERS, LLC independent RIA | $1.3B | -1.6% | 5 | $256M | 100% | 100% | 1 | 1 | |
| PRIVATE CAPITAL ADVISORS, INC. independent RIA | $1.3B | +27% | 2 | $641M | 96% | 97% | 128 | 2 | |
| PALISADE ASSET MANAGEMENT, LLC independent RIA | $1.3B | +0.0% | 6 | $211M | 94% | 100% | 1 | ||
| SIVIA CAPITAL PARTNERS, LLC independent RIA | $1.2B | +93% | 2 | $619M | 100% | 100% | 28 | 1 | 1 |
| HENRY H. ARMSTRONG ASSOCIATES, INC. independent RIA | $1.2B | +7.7% | 3 | $410M | 99% | 99% | 47 | 1 | |
| ELEMENT POINTE FAMILY OFFICE independent RIA | $1.2B | +43% | 8 | $152M | 100% | 100% | 1 | 1 | |
| FIELDER CAPITAL GROUP LLC independent RIA | $1.2B | +14% | 8 | $152M | 84% | 99% | 14 | 1 | |
| AUTUMN LANE ADVISORS, LLC independent RIA | $1.2B | +13% | 4 | $300M | 64% | 100% | 1 | 13 | |
| KEARNS AND ASSOCIATES, LLC independent RIA | $1.2B | +3.7% | 67% | 100% | 1 | ||||
| ALLEGIANT WEALTH ADVISORS, LLC independent RIA | $1.2B | +22% | 2 | $584M | 82% | 100% | 1 | ||
| ATLAS CAPITAL ADVISORS INC. independent RIA | $1.1B | +9.0% | 8 | $144M | 92% | 99% | 17 | 1 | |
| ETZ ADVISORY LLC independent RIA | $1.1B | 2 | $572M | 100% | 100% | 1 | |||
| MG FINANCIAL LLC independent RIA | $1.1B | +7.4% | 3 | $376M | 91% | 99% | 38 | 1 | 21 |
| FOUNDERS FAMILY OFFICE independent RIA | $1.1B | -16% | 4 | $279M | 100% | 100% | 1 | ||
| BEARING POINT CAPITAL independent RIA | $1.1B | +22% | 6 | $185M | 99% | 92% | 38 | 1 | |
| ENCLAVE ADVISORS, LLC independent RIA | $1.1B | +12% | 3 | $367M | 92% | 99% | 22 | 2 | |
| HOLT CAPITAL PARTNERS, L.P. independent RIA | $1.1B | +8.5% | 1 | $1.1B | 89% | 98% | 125 | 1 | 1 |
| BASECAMP WEALTH ADVISORS, LLC independent RIA | $1.1B | 5 | $215M | 100% | 100% | 2 | |||
| ST. CLAIR ADVISORS, LLC independent RIA | $1.1B | +7.1% | 4 | $267M | 98% | 99% | 33 | 1 | |
| QP GLOBAL FAMILY OFFICES, LLC independent RIA | $1.0B | +8.7% | 89% | 100% | 3 | ||||
| THREE BRIDGE WEALTH ADVISORS independent RIA | $1.0B | +28% | 2 | $523M | 100% | 99% | 36 | 1 | |
| FITZROY INVESTMENT ADVISORS LLC independent RIA | $1.0B | +3.3% | 100% | 100% | 2 | ||||
| BANYAN TREE ASSET MANAGEMENT, LLC independent RIA | $1.0B | +1.9% | 3 | $344M | 90% | 100% | 15 | 1 | |
| VERITA STRATEGIC WEALTH PARTNERS, LLC independent RIA | $1.0B | 3 | $338M | 100% | 100% | 6 | 3 | ||
| GREAT HILL CAPITAL, LLC independent RIA | $1.0B | +59% | 1 | $1.0B | 100% | 100% | 76 | 1 | |
| COHEN CAPITAL MANAGEMENT INC independent RIA | $1.0B | -0.7% | 1 | $1.0B | 71% | 99% | 57 | 1 | |
| BARTON INVESTMENT MANAGEMENT, LLC independent RIA | $985M | -1.6% | 6 | $164M | 99% | 99% | 16 | 2 | |
| SCOTT CAPITAL PARTNERS independent RIA | $971M | 1 | $971M | 99% | 100% | 85 | 1 | ||
| MARTIN, JAVAN VON independent RIA | $952M | 1 | $952M | 99% | 100% | 33 | 1 | ||
| BRICKLEY WEALTH MANAGEMENT independent RIA | $950M | +15% | 6 | $158M | 99% | 96% | 30 | 6 | |
| ASHFORD ADVISORS, LLC independent RIA | $943M | +14% | 2 | $471M | 86% | 100% | 1 | ||
| LEGACY WEALTH ADVISORS, LLC independent RIA | $923M | +165% | 4 | $231M | 99% | 100% | 5 | 6 | |
| OAK ROOT LLC independent RIA | $920M | +13% | 2 | $460M | 99% | 100% | 9 | 2 | |
| TIEMPO CAPITAL PARTNERS independent RIA | $911M | +79% | 5 | $182M | 97% | 100% | 2 | ||
| ERGUZ, LLC independent RIA | $889M | +11% | 1 | $889M | 100% | 100% | 1 | ||
| CASTELLAN independent RIA | $882M | +78% | 4 | $221M | 74% | 100% | 1 | 8 | |
| OPTAS, LLC independent RIA | $882M | +19% | 5 | $176M | 97% | 99% | 26 | 1 | |
| CANOPY PARTNERS independent RIA | $869M | +8.7% | 3 | $290M | 100% | 100% | 1 | ||
| STORGE independent RIA | $867M | +20% | 3 | $289M | 100% | 100% | 23 | 1 | |
| HAMPSHIRE FAMILY OFFICE independent RIA | $866M | -2.1% | 3 | $289M | 95% | 100% | 1 | ||
| PRIME QUADRANT independent RIA | $849M | -19% | 1 | $849M | 100% | 100% | 5 | ||
| LOOMIS CAPITAL MANAGEMENT independent RIA | $842M | +326% | 100% | 100% | 1 | ||||
| MADDEN ASSET MANAGEMENT independent RIA | $826M | +7.8% | 3 | $275M | 81% | 97% | 47 | 1 | |
| J.P. MARVEL WEALTH MANAGEMENT, INC. independent RIA | $821M | +21% | 3 | $274M | 100% | 99% | 23 | 2 | |
| PACIFIC CAPITAL independent RIA | $821M | +2.2% | 5 | $164M | 99% | 100% | 14 | 2 | |
| CLEAR BROOK ADVISORS, INC. independent RIA | $818M | -5.7% | 4 | $204M | 64% | 100% | 1 | ||
| PROVENTUS AG independent RIA | $807M | +25% | 1 | $807M | 77% | 96% | 78 | 1 | |
| FOLGER NOLAN FLEMING DOUGLAS INCORPORATED independent RIA | $797M | -7.0% | 19 | $42.0M | 99% | 91% | 14 | 3 | |
| BEAU MORGAN ADVISORS independent RIA | $793M | 1 | $793M | 100% | 100% | 1 | |||
| AUGUSTINE ASSET MANAGEMENT INC independent RIA | $783M | +19% | 4 | $196M | 82% | 100% | 15 | 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.