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 |
|---|---|---|---|---|---|---|---|---|---|
| STONE POINT CAPITAL LLC asset manager | $68B | +19% | 0.0% | 3 | 59 | ||||
| BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC asset manager | $67B | +71% | 0.0% | 7 | 162 | ||||
| WALTER SCOTT & PARTNERS LIMITED other | $67B | -15% | 1 | $67B | 0.0% | 2 | |||
| ADAMS STREET PARTNERS, LLC asset manager | $66B | +7.9% | 0.0% | 9 | 327 | ||||
| BROOKFIELD PUBLIC SECURITIES GROUP LLC institutional | $66B | +38% | 0.9% | 71% | 4 | ||||
| TRANSAMERICA ASSET MANAGEMENT, INC. asset manager | $66B | +1.2% | 1 | $66B | 0.0% | 1 | |||
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC other | $66B | -8.4% | 0.0% | 100% | 4 | 9 | |||
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC other | $65B | -1.5% | 7 | $9.3B | 0.5% | 26% | 108 | 2 | |
| ALAN BILLER AND ASSOCIATES institutional | $65B | +9.6% | 0.0% | 1 | |||||
| BLUE OWL CREDIT ADVISORS LLC asset manager | $65B | +14% | 0.0% | 9 | 20 | ||||
| ORION PORTFOLIO SOLUTIONS, LLC BD affiliated | $65B | +12% | 200 | $324M | 60% | 50% | 927 | 2 | |
| GLG PARTNERS LP asset manager | $65B | +56% | 0.0% | 1 | 6 | ||||
| WILLIAM BLAIR & COMPANY L.L.C. BD affiliated | $64B | +10% | 328 | $196M | 82% | 86% | 108 | 12 | 21 |
| BAYVIEW ASSET MANAGEMENT, LLC asset manager | $64B | +43% | 0.0% | 4 | 23 | ||||
| TOWERS WATSON INVESTMENT SERVICES, INC. institutional | $63B | 5 | $13B | 0.0% | 15 | 11 | |||
| CAUSEWAY CAPITAL MANAGEMENT LLC asset manager | $62B | +46% | 0.7% | 74% | 3 | 11 | |||
| CVC CREDIT PARTNERS, LLC asset manager | $62B | +42% | 0.0% | 1 | 85 | ||||
| DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC asset manager | $61B | +19% | 0.0% | 10 | 59 | ||||
| QUANTINNO CAPITAL MANAGEMENT LP independent RIA | $61B | +325% | 99% | 100% | 2 | ||||
| EAGLE ASSET MANAGEMENT INC mixed wealth | $61B | +74% | 1 | $61B | 34% | 35% | 28,045 | 5 | |
| I SQUARED CAPITAL ADVISORS (US) LLC asset manager | $60B | +0.0% | 0.0% | 9 | 123 | ||||
| AMERICAN BEACON ADVISORS, INC. other | $60B | +1.9% | 16 | $3.7B | 0.0% | 1 | |||
| LGT CAPITAL PARTNERS (USA) INC. asset manager | $60B | +8.8% | 0.0% | 8 | 1 | ||||
| MIO PARTNERS, INC. asset manager | $60B | +33% | 8 | $7.4B | 0.0% | 122 | 4 | 15 | |
| VOYA INVESTMENTS, LLC asset manager | $59B | +7.4% | 3 | $20B | 0.0% | 1 | |||
| VALOR EQUITY PARTNERS asset manager | $59B | +127% | 0.0% | 6 | 54 | ||||
| NEWTON INVESTMENT MANAGEMENT NORTH AMERICA asset manager | $59B | +25% | 11 | $5.4B | 0.0% | 4 | |||
| BARROW HANLEY GLOBAL INVESTORS other | $59B | +11% | 27 | $2.2B | 0.0% | 100% | 0 | 1 | 5 |
| MARSHALL WACE NORTH AMERICA L.P. asset manager | $59B | +51% | 0.0% | 3 | 14 | ||||
| BLACKSTONE PRIVATE CREDIT STRATEGIES LLC asset manager | $58B | +105% | 1.9% | 100% | 14 | 54 | |||
| ALPINVEST US HOLDINGS, LLC asset manager | $58B | +22% | 0.0% | 6 | 110 | ||||
| MAN SOLUTIONS LIMITED asset manager | $58B | +31% | 0.0% | 1 | 17 | ||||
| BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC other | $57B | 0.0% | 2 | 9 | |||||
| IEQ CAPITAL, LLC independent RIA | $57B | +60% | 196 | $290M | 100% | 100% | 20 | ||
| TENARON CAPITAL MANAGEMENT LP asset manager | $56B | +41% | 0.0% | 3 | 2 | ||||
| USI ADVISORS institutional | $56B | +15% | 71 | $793M | 0.0% | 14 | |||
| CITIGROUP GLOBAL MARKETS INC. BD affiliated | $56B | +19% | 2,420 | $23.1M | 74% | 77% | 24 | 595 | |
| CHURCHILL ASSET MANAGEMENT LLC other | $56B | +18% | 0.0% | 5 | 48 | ||||
| SAVANT WEALTH MANAGEMENT independent RIA | $56B | +71% | 400 | $139M | 88% | 68% | 58 | 66 | |
| RAFFERTY ASSET MANAGEMENT, LLC asset manager | $55B | +17% | 1 | $55B | 0.0% | 3 | |||
| TA ASSOCIATES asset manager | $55B | +2.7% | 1 | $55B | 0.0% | 3 | 30 | ||
| BEACON POINTE ADVISORS, LLC independent RIA | $55B | +38% | 469 | $117M | 90% | 88% | 63 | 90 | 5 |
| THORNBURG INVESTMENT MANAGEMENT INC asset manager | $54B | +20% | 42 | $1.3B | 2.3% | 31% | 12 | 1 | 2 |
| BRECKINRIDGE CAPITAL ADVISORS INC independent RIA | $54B | +6.5% | 29 | $1.9B | 63% | 86% | 564 | 2 | |
| PINESTONE ASSET MANAGEMENT INC. asset manager | $54B | +6.6% | 0.0% | 1 | 2 | ||||
| VERITAS CAPITAL FUND MANAGEMENT, L.L.C. asset manager | $54B | +38% | 0.0% | 1 | 35 | ||||
| SB INVESTMENT ADVISERS (US) INC. asset manager | $53B | -1.0% | 0.0% | 11 | 1 | ||||
| FIRST SENTIER INVESTORS other | $53B | -20% | 0.0% | 3 | |||||
| MISSIONSQUARE INVESTMENTS asset manager | $53B | +5.2% | 23 | $2.3B | 0.0% | 10 | |||
| GW&K INVESTMENT MANAGEMENT, LLC independent RIA | $53B | -0.3% | 8 | $6.6B | 77% | 100% | 5,969 | 1 | 3 |
| SCULPTOR CAPITAL LP asset manager | $53B | +19% | 0.0% | 3 | 98 | ||||
| AEGON ASSET MANAGEMENT UK PLC other | $53B | +21% | 0.0% | 2 | |||||
| CATALYST STRATEGIC SOLUTIONS other | $52B | +6.4% | 0.0% | 1 | |||||
| WALLEYE CAPITAL LLC asset manager | $52B | +10% | 0.0% | 9 | 5 | ||||
| MAI CAPITAL MANAGEMENT, LLC independent RIA | $52B | +76% | 306 | $170M | 66% | 81% | 51 | 30 | |
| FARALLON CAPITAL MANAGEMENT, L.L.C. asset manager | $52B | +7.9% | 0.0% | 2 | 48 | ||||
| CAPITAL INTERNATIONAL, INC. other | $52B | +8.7% | 0.0% | 5 | 3 | ||||
| VEST FINANCIAL LLC asset manager | $52B | +32% | 14 | $3.7B | 0.0% | 1 | |||
| VIRTUS INVESTMENT ADVISERS, LLC asset manager | $52B | -4.1% | 73 | $709M | 0.0% | 3 | |||
| BLACKSTONE LIQUID CREDIT ADVISORS I LLC institutional | $52B | +33% | 2.0% | 100% | 6 | 5 |
17,149 practices match. 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.