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 |
|---|---|---|---|---|---|---|---|---|---|
| OUTRUNNER CAPITAL, LLC independent RIA | $498M | +114% | 3 | $166M | 57% | 99% | 7 | 1 | 6 |
| BONAVENTURE CAPITAL, LLC independent RIA | $494M | +13% | 2 | $247M | 74% | 100% | 10 | 1 | 4 |
| TYLER STREET CAPITAL independent RIA | $492M | 1 | $492M | 95% | 98% | 13 | 1 | ||
| THE CAVANAUGH GROUP INC independent RIA | $486M | +7.1% | 2 | $243M | 98% | 99% | 22 | 1 | |
| RAIL-SPLITTER CAPITAL MANAGEMENT LLC independent RIA | $484M | 3 | $161M | 99% | 96% | 11 | 1 | ||
| PARADIEM, LLC independent RIA | $483M | +3.7% | 8 | $60.4M | 97% | 91% | 18 | 3 | |
| ADAMS ASHBY FINANCIAL ADVISORS independent RIA | $480M | -35% | 2 | $240M | 99% | 100% | 20 | 2 | |
| THE INVICTUS COLLECTIVE, LLC independent RIA | $476M | +19% | 4 | $119M | 99% | 100% | 5 | ||
| NOCTUA INTERNATIONAL WMG, LLC independent RIA | $474M | +23% | 4 | $119M | 98% | 100% | 1 | ||
| YUKON WEALTH MANAGEMENT, INC. independent RIA | $467M | +19% | 2 | $234M | 100% | 97% | 46 | 1 | |
| WEALTHVALUES, LLC independent RIA | $467M | +14% | 2 | $233M | 100% | 99% | 1 | ||
| CYPRESS CAPITAL PARTNERS, LLC independent RIA | $464M | +1.7% | 100% | 100% | 1 | ||||
| BEACON ADVISORS independent RIA | $460M | 4 | $115M | 100% | 99% | 15 | 2 | ||
| LEGACY WEALTH MANAGEMENT, LLC independent RIA | $459M | +8.1% | 4 | $115M | 98% | 96% | 24 | 1 | |
| ACCESS INVESTMENT MANAGEMENT, LLC independent RIA | $456M | +8.8% | 3 | $152M | 54% | 97% | 11 | 1 | |
| MERIDIANA independent RIA | $442M | +8.6% | 2 | $221M | 100% | 100% | 2 | ||
| AG ASSET ADVISORY, LLC independent RIA | $440M | +7.6% | 2 | $220M | 94% | 99% | 18 | 3 | |
| NDURE GLOBAL LLC independent RIA | $437M | +43% | 1 | $437M | 100% | 100% | 23 | 1 | |
| BLUEPRINT INVESTING LLC independent RIA | $436M | +26% | 2 | $218M | 100% | 100% | 3 | ||
| HORRELL CAPITAL MANAGEMENT, INC. independent RIA | $435M | -4.2% | 1 | $435M | 52% | 97% | 77 | 1 | |
| SESTANTE FAMILY OFFICE independent RIA | $434M | 2 | $217M | 99% | 99% | 7 | 1 | ||
| DIKER MANAGEMENT LLC independent RIA | $430M | +16% | 83% | 100% | 1 | 1 | |||
| LEGA Z ADVISORY LLC independent RIA | $428M | +11% | 1 | $428M | 100% | 100% | 7 | 2 | |
| LONGWALL FAMILY OFFICE independent RIA | $428M | +31% | 3 | $143M | 93% | 97% | 15 | 5 | 1 |
| LEGACY BRIDGE PRIVATE FAMILY OFFICES independent RIA | $426M | +31% | 2 | $213M | 99% | 97% | 33 | 1 | |
| APPOMATTOX ADVISORY, INC independent RIA | $426M | +3.6% | 89% | 100% | 1 | 7 | |||
| ASHDON INVESTMENT MANAGEMENT, LLC independent RIA | $425M | +5.5% | 2 | $213M | 95% | 96% | 32 | 2 | |
| ACIMA PRIVATE WEALTH LLC independent RIA | $420M | +11% | 6 | $70.1M | 98% | 98% | 10 | 1 | |
| HOLLANDER ASSET MANAGEMENT LLC independent RIA | $420M | -33% | 2 | $210M | 58% | 100% | 2 | ||
| SEVEN MILE ADVISORY LLC independent RIA | $417M | +9.1% | 4 | $104M | 100% | 100% | 5 | ||
| J.R. PRUNIER CAPITAL MANAGEMENT LLC independent RIA | $407M | +223% | 3 | $136M | 100% | 93% | 45 | 1 | |
| KNUFF & COMPANY LLC independent RIA | $394M | +2.3% | 1 | $394M | 98% | 100% | 28 | 1 | 1 |
| ASCEND INTERPLAY, LLC independent RIA | $390M | +90% | 8 | $48.8M | 100% | 100% | 2 | 1 | |
| COLLABORATIVE CAPITAL ADVISORS LLC independent RIA | $388M | 2 | $194M | 99% | 100% | 1 | 1 | ||
| MISSIONPOINT PARTNERS LLC independent RIA | $387M | +55% | 100% | 100% | 1 | ||||
| GENOA WEALTH, LLC independent RIA | $377M | 2 | $188M | 91% | 100% | 4 | |||
| KM CAPITAL MANAGEMENT, LTD. independent RIA | $374M | +4.9% | 4 | $93.6M | 80% | 99% | 10 | 2 | |
| TORREN MANAGEMENT, LLC independent RIA | $373M | +111% | 4 | $93.4M | 94% | 100% | 5 | ||
| RPO LLC independent RIA | $372M | +27% | 53% | 100% | 1 | 1 | |||
| MENLO ADVISORS LLC independent RIA | $370M | +16% | 1 | $370M | 92% | 99% | 39 | 1 | 1 |
| AFT, FORSYTH & SOBER, LLC independent RIA | $368M | +14% | 2 | $184M | 59% | 100% | 3 | 1 | |
| HOMAGE WEALTH GROUP LLC independent RIA | $366M | 2 | $183M | 92% | 100% | 1 | |||
| INFLECTION CAPITAL MANAGEMENT, LLC independent RIA | $366M | +94% | 7 | $52.2M | 100% | 100% | 2 | 4 | |
| WITTLIN ADVISORY independent RIA | $348M | -4.0% | 3 | $116M | 86% | 100% | 2 | ||
| LONG ROAD INVESTMENT COUNSEL, LLC independent RIA | $346M | +9.8% | 2 | $173M | 100% | 100% | 1 | ||
| DHODY INVESTMENT GROUP independent RIA | $341M | +32% | 3 | $114M | 100% | 100% | 1 | 2 | |
| THOMAS WRIGHT ASSET MANAGEMENT, INC. independent RIA | $341M | +6.6% | 1 | $341M | 98% | 100% | 1 | ||
| PARK, MILLER, LLC independent RIA | $340M | +18% | 3 | $113M | 100% | 97% | 15 | 5 | 1 |
| OUTWING PRIVATE WEALTH MANAGEMENT independent RIA | $333M | +10% | 1 | $333M | 100% | 100% | 2 | ||
| CENTRAL PINE CAPITAL, LLC independent RIA | $332M | +65% | 100% | 100% | 2 | ||||
| DELTA ACCUMULATION, LLC independent RIA | $332M | 2 | $166M | 70% | 100% | 1 | 3 | ||
| BBJS FINANCIAL ADVISORS, LLC independent RIA | $332M | +14% | 2 | $166M | 99% | 92% | 45 | 2 | |
| THE MCHUGH GROUP, LLC independent RIA | $331M | +7.2% | 2 | $166M | 100% | 99% | 15 | 1 | |
| LYNCH ASSET MANAGEMENT, INC. independent RIA | $331M | +27% | 2 | $165M | 92% | 100% | 5 | 1 | |
| KENNEY INVESTMENTS INC independent RIA | $328M | -1.1% | 2 | $164M | 99% | 100% | 17 | 2 | |
| THOMAS STORY AND SON LLC independent RIA | $328M | +6.2% | 2 | $164M | 99% | 99% | 20 | 1 | |
| GREENWOOD FAMILY ADVISORS LLC independent RIA | $327M | +10% | 3 | $109M | 96% | 100% | 5 | 1 | |
| POINTONE FAMILY OFFICE independent RIA | $327M | 2 | $164M | 100% | 99% | 13 | 1 | ||
| HW CAPITAL LLC independent RIA | $321M | +5.2% | 100% | 100% | 1 | ||||
| PARKVIEW US LLC independent RIA | $312M | +4.2% | 66% | 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.