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 |
|---|---|---|---|---|---|---|---|---|---|
| BDT CAPITAL PARTNERS asset manager | $52B | +4.2% | 1 | $52B | 0.0% | 13 | 45 | ||
| GENSTAR CAPITAL asset manager | $51B | +1.7% | 0.0% | 1 | 30 | ||||
| PNC CAPITAL ADVISORS LLC other | $51B | +20% | 17 | $3.0B | 0.0% | 5 | |||
| CWM, LLC BD affiliated | $51B | +50% | 662 | $76.4M | 91% | 48% | 79 | 166 | |
| MONETA GROUP INVESTMENT ADVISORS, LLC independent RIA | $51B | +18% | 255 | $198M | 92% | 96% | 35 | 10 | |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP other | $51B | +22% | 1 | $51B | 12% | 100% | 521 | 4 | 50 |
| THRIVE CAPITAL asset manager | $50B | +117% | 0.0% | 3 | 54 | ||||
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. mixed wealth | $50B | -3.9% | 92 | $548M | 26% | 100% | 153 | 12 | 6 |
| HOLOCENE ADVISORS, LP asset manager | $50B | +33% | 0.0% | 1 | 2 | ||||
| CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED institutional | $50B | +16% | 0.0% | 8 | 5 | ||||
| SEGAL MARCO ADVISORS institutional | $50B | +34% | 0.0% | 16 | 4 | ||||
| LIGHTSPEED VENTURE PARTNERS asset manager | $50B | +60% | 0.0% | 7 | 51 | ||||
| VESTMARK ADVISORY SOLUTIONS, INC. independent RIA | $50B | +398% | 8 | $6.2B | 100% | 1 | |||
| AE WEALTH MANAGEMENT, LLC BD affiliated | $50B | +33% | 463 | $108M | 99% | 39% | 275 | 315 | |
| CRESCENT CAPITAL GROUP LP asset manager | $50B | +14% | 0.0% | 6 | 88 | ||||
| ICG INVESTMENTS INC asset manager | $50B | +32% | 0.0% | 5 | 67 | ||||
| MONDRIAN INVESTMENT PARTNERS LIMITED other | $49B | +19% | 0.0% | 1 | 27 | ||||
| BRIDGE INVESTMENT GROUP asset manager | $49B | +0.6% | 0.0% | 12 | 153 | ||||
| MACQUARIE INFRASTRUCTURE PARTNERS asset manager | $49B | +16% | 0.0% | 8 | 60 | ||||
| INVESCO MANAGEMENT S.A. other | $49B | +57% | 0.0% | 3 | 1 | ||||
| SCS CAPITAL MANAGEMENT LLC independent RIA | $49B | +13% | 79 | $616M | 62% | 100% | 13 | 62 | |
| GTCR LLC asset manager | $49B | +4.2% | 0.0% | 3 | 55 | ||||
| CLIFFWATER LLC asset manager | $49B | +38% | 0.4% | 100% | 4 | 4 | |||
| MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC other | $48B | +13% | 0.0% | 12 | 44 | ||||
| THRIVENT ASSET MANAGEMENT, LLC asset manager | $48B | +2.5% | 23 | $2.1B | 0.0% | 2 | |||
| PORTFOLIO ADVISORS LLC other | $48B | +7.1% | 0.0% | 9 | 92 | ||||
| WEALTHFRONT ADVISERS LLC BD affiliated | $48B | +20% | 41 | $1.2B | 99% | 36% | 12,649 | 1 | |
| PLATINUM EQUITY ADVISORS, LLC asset manager | $48B | -4.0% | 0.0% | 5 | 149 | ||||
| ANTARES CAPITAL ADVISERS LLC asset manager | $47B | +14% | 0.0% | 7 | 40 | ||||
| STEPSTONE GROUP EUROPE ALTERNATIVE INVESTMENTS LIMITED asset manager | $47B | +5.7% | 0.0% | 2 | 4 | ||||
| MARQUETTE ASSOCIATES, INC. other | $47B | +32% | 4 | $12B | 10% | 100% | 26 | 9 | |
| FRANCISCO PARTNERS asset manager | $47B | +4.4% | 0.0% | 3 | 43 | ||||
| BESSEMER INVESTMENT MANAGEMENT LLC asset manager | $47B | +4.1% | 0.0% | 1 | |||||
| PINE RIVER CAPITAL MANAGEMENT L.P. asset manager | $47B | +95% | 0.0% | 2 | 2 | ||||
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP asset manager | $47B | +7.1% | 0.0% | 4 | 56 | ||||
| NLG CAPITAL LLC institutional | $47B | +19% | 0.0% | 3 | |||||
| NEW MOUNTAIN CAPITAL, LLC asset manager | $46B | +8.1% | 0.0% | 9 | 14 | ||||
| SILVER POINT CAPITAL, L.P. asset manager | $46B | +25% | 0.0% | 10 | |||||
| CONCORD ADVISORY GROUP LTD other | $46B | +23% | 0.1% | 100% | 2 | ||||
| BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC asset manager | $46B | +37% | 0.0% | 9 | 87 | ||||
| SALI FUND SERVICES asset manager | $46B | +24% | 1 | $46B | 0.0% | 1 | 240 | ||
| CANTERBURY CONSULTING INCORPORATED independent RIA | $46B | +521% | 24 | $1.9B | 87% | 100% | 3 | 16 | |
| TIDAL INVESTMENTS LLC asset manager | $46B | +68% | 1 | $46B | 0.0% | 84% | 12 | 5 | |
| GENERAL CATALYST asset manager | $46B | +36% | 0.0% | 6 | 49 | ||||
| CHANDLER ASSET MANAGEMENT INC institutional | $45B | +9.0% | 21 | $2.2B | 0.0% | 7 | |||
| EP WEALTH ADVISORS independent RIA | $45B | +27% | 336 | $134M | 93% | 41% | 58 | 36 | |
| CHEVY CHASE TRUST COMPANY mixed wealth | $45B | +12% | 41 | $1.1B | 28% | 100% | 2 | ||
| MEAG NEW YORK CORPORATION institutional | $45B | -0.7% | 0.0% | 1 | |||||
| CIFC ASSET MANAGEMENT LLC asset manager | $45B | +7.4% | 0.0% | 13 | 87 | ||||
| CANSO INVESTMENT COUNSEL LTD. asset manager | $44B | 0.0% | 2 | ||||||
| PRIVATE ADVISOR GROUP, LLC BD affiliated | $44B | +19% | 922 | $48.1M | 96% | 53% | 152 | 477 | |
| SANDS CAPITAL MANAGEMENT, LLC other | $44B | -1.9% | 1.3% | 82% | 6 | 2 | |||
| PANAGORA ASSET MANAGEMENT INC other | $44B | +33% | 0.0% | 1 | 9 | ||||
| BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP asset manager | $44B | -5.1% | 0.0% | 14 | 87 | ||||
| CALAMOS ADVISORS LLC asset manager | $44B | +15% | 41 | $1.1B | 4.3% | 81% | 42 | 7 | 3 |
| APOGEM CAPITAL LLC other | $44B | +7.8% | 2 | $22B | 0.0% | 100% | 5 | ||
| ARISTOTLE CAPITAL MANAGEMENT, LLC other | $44B | -0.7% | 20 | $2.2B | 14% | 0.0% | 223 | 3 | 1 |
| ELEMENT CAPITAL MANAGEMENT LLC asset manager | $43B | +8.5% | 0.0% | 1 | 3 | ||||
| POLAR CAPITAL asset manager | $43B | +16% | 0.0% | 7 | 4 | ||||
| NEWEDGE ADVISORS BD affiliated | $43B | +58% | 602 | $71.8M | 92% | 72% | 81 | 100 |
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.