DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
PERSONAL CAPITAL ADVISORS CORPORATION Registered adviser · RIA / Wealth · 801-72613 Also on Private Equity | GREENWOOD VILLAGE, | $23B | 2011 | |||||
| REDMOND, | $568M | 2011 | ||||||
| CORONADO, | $505M | 2012 | ||||||
| COVINGTON, | $122M | 2012 | ||||||
| WESTBURY, | $50.6M | 2012 | ||||||
| PICKERINGTON, | $80.3M | 2026 | ||||||
| OVERLAND PARK, | $29.1M | 2011 | ||||||
| NAPLES, | $46.5M | 2012 | ||||||
| ST PETERSBURG, | $33.0M | 2026 | ||||||
| $31.0M | 2026 | |||||||
| $30.1M | 2012 | |||||||
PERSONAL FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched PERSONAL FINANCIAL PARTNERS LLC | CHEVY CHASE, | $21.2M | 2026 | |||||
| SAN FRANCISCO, | $1,496 | 2019 | ||||||
Lower middle market | Provo, | $8.8B | 2 | 15 | 2022 | |||
| CHESTER, | $1.6B | 10 | 2012 | |||||
| SALADO, | $220M | 3 | 2012 | |||||
| BLOOMINGTON, | $631M | 2014 | ||||||
| WICHITA FALLS, | $127M | 3 | 2012 | |||||
FIDELITY PERSONAL AND WORKPLACE ADVISORS Registered adviser · RIA / Wealth · matched FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC · 801-112027 | BOSTON, | $819B | 2017 | |||||
| $22.1M | 2026 | |||||||
| DEERFIELD, | $897M | 2012 | ||||||
| CORAL SPRINGS, | $335M | 2 | 2012 | |||||
| Decatur, | 116 | |||||||
| MANASQUAN, | $156M | 2 | 2021 | |||||
| $33.2M | 2026 | |||||||
| 2019 | ||||||||
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC Registered adviser · RIA / Wealth · 801-80927 Also on Private Equity | BOSTON, | $2.2B | 63 | 2015 | ||||
| Armonk, | $18B | 23 | 10 | 3 | 2024 | |||
| OAKLAND, | $11B | 6 | 2018 | |||||
| JUPITER, | $150M | 2012 | ||||||
| HOLLYWOOD, | $14.0M | 2026 | ||||||
| NEW YORK, | $1.8B | 1 | 19 | 2012 | ||||
| LAFAYETTE, | $196M | 2012 | ||||||
| FORT WAYNE, | $1.1B | 22 | 2017 | |||||
| Buffalo, | 145 | |||||||
PERSONAL FINANCIAL PLANNING INC. Registered adviser · RIA / Wealth · matched PERSONAL FINANCIAL PLANNING, INC | ROANOKE, | $19.5M | 2026 | |||||
| $122M | 6 | 1 | 2029 | |||||
| $66.6M | 2026 | |||||||
| $6.3M | 2026 | |||||||
| Lake Success, | 378 | |||||||
| PHOENIX, | $3.0M | 2024 | ||||||
| Phoenixville, | 67 | |||||||
| LANCASTER, | 2026 | |||||||
| STAMFORD, | $108M | 2012 | ||||||
| NEW YORK, | $451M | 1 | 2014 | |||||
| VANCOUVER, | $365M | 2 | 2021 | |||||
| 2 | ||||||||
| $2.2M | 2025 | |||||||
| ROCKVILLE, | $407M | 2013 | ||||||
| 2026 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.