One adviser's practice profile, anomalies, offices, retention and public contact path
get_ria_practiceWhat a practice looks like from what it filed: reported Form ADV fields (RAUM, discretionary, accounts, employees, advisors, clients and RAUM by type, private funds, wrap, custody, compensation methods, advisory activities, affiliations, the Item 6.A, 8 and 9 answers by item number), derived operating metrics each with its formula (RAUM per advisor, clients per advisor, average HNW client, average account, discretionary and institutional shares, employees per advisor, advisors per office, one-year growth), the practice archetypes with the printed rule that admitted each (19 rules; a firm can carry several), the peer group, ADV anomalies against that peer group with the peer median, percentile and filing behind each (a place to look, never a conclusion; data quality rows kept apart), office-level movement, post-acquisition retention when the firm is an acquirer, and the public business contact path (principal office phone and website as filed on Form ADV, the firm's LinkedIn page, and what the firm publishes on its own site) with source, date and rights class. Advisor book size and revenue are marked UNKNOWN and never estimated. Accepts a dfx:ria: id or a CRD. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in entitlement and locked. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dfx_id | Yes | An RIA graph id of the form dfx:ria:<uuid> (from search_ria, resolve_name or search_entities), or the firm's CRD number as a string. |