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.
1,074 practices match
| Firm | RAUM | 1y | Advisors | Per advisor | Private clients | HNW of private | Clients / advisor | Offices | Funds |
|---|---|---|---|---|---|---|---|---|---|
| VERMILLION WEALTH MANAGEMENT INC. independent RIA | $460M | +27% | 4 | $115M | 100% | 34% | 177 | 1 | |
| BEACON ADVISORS independent RIA | $460M | 4 | $115M | 100% | 99% | 15 | 2 | ||
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC independent RIA | $459M | -0.8% | 2 | $230M | 76% | 93% | 83 | 1 | |
| W••••• A••••••• O• T•••• B•• independent RIA | $457M | +14% | 4 | $114M | 97% | 93% | 56 | 1 | |
| A•• W••••• A•••••••• L•• independent RIA | $456M | +3.7% | 6 | $76.1M | 57% | 80% | 78 | 2 | |
| T•••••••• W••••• • I•••••• L•• independent RIA | $456M | +5.6% | 3 | $152M | 95% | 83% | 132 | 1 | |
| C•••• C••• W••••• P••••••• independent RIA | $455M | 10 | $45.5M | 100% | 67% | 204 | 4 | ||
| S•••••••• W••••• M••••••••• P•••••••• L•• independent RIA | $454M | +17% | 5 | $90.8M | 99% | 74% | 85 | 2 | |
| R••••••• I••••••••• S••••••• L•• independent RIA | $453M | +15% | 14 | $32.4M | 98% | 76% | 63 | 2 | |
| A••••• G••••• A•••• M••••••••• L•• mixed wealth | $452M | +4.3% | 4 | $113M | 30% | 78% | 31 | 1 | 13 |
| M••••••• • P••• P•••••• W••••• independent RIA | $450M | +11% | 2 | $225M | 98% | 89% | 113 | 1 | |
| A••••• S•••• C•••••• M••••••••• L•• independent RIA | $448M | +9.1% | 2 | $224M | 87% | 95% | 70 | 1 | |
| F••••••• P•••••• W••••• independent RIA | $447M | +17% | 4 | $112M | 97% | 81% | 149 | 1 | |
| P••• W••••• M••••••••• L•• independent RIA | $446M | +27% | 3 | $149M | 100% | 63% | 214 | 1 | |
| M•••• F•••••••• A••••••• L•• independent RIA | $445M | +12% | 36 | $12.4M | 93% | 40% | 21 | 2 | |
| L••••• W••••• M••••••••• independent RIA | $445M | +1.4% | 3 | $148M | 100% | 78% | 192 | 1 | |
| O•••••• W••••• M••••••••• I••• independent RIA | $444M | +20% | 5 | $88.8M | 86% | 90% | 74 | 1 | |
| S••••••••• W••••• M••••••••• I••• independent RIA | $443M | 3 | $148M | 100% | 93% | 61 | 1 | ||
| S•• P•••••••• L•• independent RIA | $443M | +23% | 5 | $88.5M | 90% | 94% | 30 | 1 | 10 |
| B•••• D•••••• F••••••••• L•• independent RIA | $441M | +21% | 2 | $220M | 66% | 83% | 41 | 1 | |
| B•••••• B•••••••• I••• independent RIA | $440M | +22% | 6 | $73.4M | 99% | 86% | 37 | 1 | |
| H•••••• J• S••• C•••••• M••••••••• I••• independent RIA | $437M | +134% | 37 | $11.8M | 94% | 77% | 9 | 5 | |
| P•••••••• F•••••••• S••••••• independent RIA | $436M | +18% | 10 | $43.6M | 95% | 74% | 51 | 5 | |
| F••• F•••••••• independent RIA | $435M | +48% | 22 | $19.8M | 100% | 15% | 76 | 1 | |
| R••••• A•••• independent RIA | $434M | +327% | 4 | $108M | 100% | 86% | 47 | 6 | |
| M•• G•••• L•• independent RIA | $431M | +19% | 2 | $215M | 58% | 79% | 164 | 1 | |
| C••••• W••••• M••••••••• independent RIA | $430M | +16% | 5 | $86.0M | 97% | 87% | 48 | 2 | |
| A••••• F•••••••• independent RIA | $428M | -1.8% | 3 | $143M | 97% | 70% | 175 | 2 | |
| O•••••••• F•••••••• S•••••••• L•• independent RIA | $427M | +24% | 6 | $71.2M | 99% | 42% | 166 | 3 | |
| H•••••• F•••••••• G•••• independent RIA | $427M | +40% | 5 | $85.3M | 96% | 83% | 133 | 1 | |
| T•• F•••••••• A••••••• independent RIA | $426M | +19% | 6 | $71.0M | 100% | 86% | 43 | 1 | |
| B•• I••••••••• S••••••• independent RIA | $425M | +31% | 4 | $106M | 98% | 62% | 154 | 1 | |
| S••••••••• C•••••• M••••••••• independent RIA | $425M | +10.0% | 5 | $85.1M | 100% | 62% | 98 | 1 | |
| B••••••••• W••••• independent RIA | $425M | +39% | 6 | $70.9M | 97% | 79% | 67 | 3 | |
| P••••••• I••••••••• A•••••••• L•• independent RIA | $425M | +133% | 8 | $53.1M | 92% | 39% | 81 | 4 | |
| S••••• W••••• M••••••••• G•••• independent RIA | $425M | +5.1% | 2 | $212M | 73% | 89% | 69 | 1 | |
| M••••••• W••••• M••••••••• I••• independent RIA | $425M | +16% | 3 | $142M | 97% | 63% | 237 | 1 | |
| B•••••••• • B•••••••• F•••••••• A••••••• I••• independent RIA | $423M | +37% | 9 | $47.0M | 91% | 61% | 89 | 4 | |
| T•••• independent RIA | $422M | +26% | 5 | $84.3M | 100% | 55% | 164 | 2 | |
| A•••• P•••••• W••••• L•• independent RIA | $420M | +11% | 6 | $70.1M | 98% | 98% | 10 | 1 | |
| T••••••••• L•• independent RIA | $419M | +16% | 42 | $10.0M | 97% | 41% | 38 | 17 | |
| J•••••• W••••• M••••••••• L•• independent RIA | $417M | +4.4% | 3 | $139M | 95% | 98% | 31 | 1 | |
| S•••••••• A•••• M••••••••• G•••• A••••••• independent RIA | $416M | +11% | 3 | $139M | 99% | 90% | 41 | 1 | |
| F••••••• P•••••• W••••• L•• independent RIA | $415M | +23% | 2 | $208M | 100% | 97% | 61 | 1 | |
| N•••••••• P••••••• A••••••••• I••• independent RIA | $414M | +26% | 73 | $5.7M | 100% | 18% | 13 | 36 | |
| O•• A•••• M••••••••• L•• independent RIA | $414M | +8.0% | 4 | $103M | 98% | 90% | 61 | 3 | |
| N••••••••• F•••••••• G••••• L•• independent RIA | $413M | +35% | 9 | $45.9M | 98% | 82% | 54 | 1 | |
| C••••• F•••••••• independent RIA | $411M | +19% | 39 | $10.5M | 100% | 11% | 107 | 32 | |
| T••••• F•••••••• G••••• I••• independent RIA | $410M | +12% | 4 | $102M | 100% | 71% | 125 | 1 | |
| T••• F•••••••• G•••• independent RIA | $409M | +18% | 2 | $205M | 100% | 59% | 334 | 1 | |
| Q••• C••• I••••••••• C••••• independent RIA | $408M | +32% | 6 | $68.0M | 92% | 76% | 118 | 2 | |
| C•••••• F•••••••• S••••••• independent RIA | $407M | +22% | 7 | $58.2M | 99% | 66% | 158 | 1 | |
| G••••• W••••• A••••••• independent RIA | $406M | +56% | 16 | $25.4M | 95% | 56% | 184 | 1 | |
| B••••••• O••• C•••••• M••••••••• L•• independent RIA | $406M | +10% | 2 | $203M | 96% | 95% | 77 | 1 | |
| P•••••• V•••• M••••••••• L••• independent RIA | $406M | -4.0% | 4 | $101M | 52% | 89% | 14 | 1 | 3 |
| N•••••••• A•••• M••••••••• independent RIA | $405M | +13% | 39 | $10.4M | 98% | 80% | 22 | 3 | |
| G•••••••• C•••••• M••••••••• mixed wealth | $405M | -6.8% | 27% | 93% | 1 | 1 | |||
| E•••••••• W••••• P••••••• L•• independent RIA | $405M | 4 | $101M | 98% | 57% | 177 | 2 | ||
| N••••• mixed wealth | $404M | +16% | 7 | $57.8M | 32% | 19% | 77 | 5 | |
| A•••• F•••••••• S••••••••• G••••• L•• independent RIA | $404M | +8.4% | 6 | $67.4M | 86% | 83% | 96 | 1 |
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.