Screen advisers by practice archetype, operating metrics and flags
search_ria_practicesSEC-registered advisers screened on the practice layer: by archetype (HNW_WEALTH_MANAGER, UHNW_PRIVATE_WEALTH, MASS_AFFLUENT_RIA, INSTITUTIONAL_ASSET_MANAGER, RETIREMENT_PLAN_ADVISER, MULTI_FAMILY_OFFICE_LIKE, RIA_WITH_PRIVATE_FUNDS, RIA_WITH_HEAVY_ALTERNATIVES, BANK_AFFILIATED, BROKER_DEALER_AFFILIATED, PE_BACKED, CONSOLIDATOR, INDEPENDENT_BOUTIQUE, MULTI_OFFICE_GROWTH_PLATFORM, SOLO_SMALL_TEAM, OCIO_INSTITUTIONAL_ADVISORY, DUAL_WEALTH_AND_ASSET_MANAGER, WRAP_PROGRAM_SPONSOR, PLANNING_LED_PRACTICE; each a printed rule), class, RAUM band, advisors, one-year RAUM growth, RAUM per advisor, private-client and HNW shares, private funds, and flags (PE owner on Schedule A, bank owner, custody, performance fees, wrap, pension consulting, financial planning), sorted by RAUM, growth, RAUM per advisor, advisors, clients per advisor, average HNW client or headcount growth. Every metric is derived from filed fields with its formula in get_ria_practice; no book size, no revenue. 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 |
|---|---|---|---|
| sort | No | ||
| wrap | No | ||
| limit | No | ||
| cursor | No | next_cursor from a previous page of this tool, unchanged. | |
| custody | No | ||
| archetype | No | ||
| pe_backed | No | ||
| bank_owned | No | ||
| firm_class | No | ||
| max_raum_usd | No | ||
| min_advisors | No | ||
| min_raum_usd | No | ||
| performance_fees | No | ||
| min_private_funds | No | ||
| financial_planning | No | ||
| min_hnw_of_private | No | ||
| min_raum_growth_1y | No | 0.2 means at least 20 percent. | |
| pension_consulting | No | ||
| min_raum_per_advisor | No | ||
| min_private_client_share | No |