DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $69.6M | 21 | 2019 | |||||
| WESTBOROUGH, | $6.3B | 1 | 39 | 2012 | |||
| LOUISVILLE, | $6.2B | 4 | 2012 | ||||
| ORINDA, | $21B | 2012 | |||||
| ORLANDO, | $1.4B | 10 | 2012 | ||||
| CHICAGO, | $5.1B | 2 | 2012 | ||||
SUMMIT FINANCIAL GROUP INC Registered adviser · RIA / Wealth · matched 109485 · 801-56645 Also on Allocators | BOCA RATON, | $4.5B | 2012 | ||||
| ALBUQUERQUE, | $869M | 8 | 2011 | ||||
| SARASOTA, | $1.2B | 5 | 2012 | ||||
| BETHLEHEM, | $4.3B | 2012 | |||||
| MINNEAPOLIS, | $557M | 6 | 2012 | ||||
BLACKROCK REALTY ADVISORS INC Registered adviser · RIA / Wealth · matched 109457 · 801-54217 Also on Private Credit, Real Estate Funds | NEW YORK, | $1.1B | 3 | 2012 | |||
| PRIOR LAKE, | $752M | 3 | 2012 | ||||
| DENVER, | $746M | 3 | 2012 | ||||
| OKLAHOMA CITY, | $411M | 7 | 2012 | ||||
| WAYZATA, | $1.2B | 6 | 2012 | ||||
| WEST DES MOINES, | $407M | 7 | 2020 | ||||
| TORONTO, | $1.5B | 2012 | |||||
| GREENSBORO, | $383M | 3 | 2012 | ||||
| OVERLAND PARK, | $467M | 2 | 2012 | ||||
| NASHVILLE, | $429M | 2 | 2012 | ||||
| ST. LOUIS, | $282M | 4 | 2012 | ||||
| SAN DIEGO, | $351M | 3 | 2012 | ||||
| NORWICH, | $287M | 3 | 2012 | ||||
| LEAWOOD, | $674M | 2 | 2012 | ||||
| HOUSTON, | $701M | 2012 | |||||
| MANCHESTER, | $541M | 1 | 2012 | ||||
| PRINCETON, | $185M | 4 | 2012 | ||||
| ELLICOTT CITY, | $617M | 2012 | |||||
| $515M | 2012 | ||||||
| SAN ANTONIO, | $467M | 2012 | |||||
STELLAR CAPITAL MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 109415 · 801-57690 Also on Allocators | PHOENIX, | $408M | 2012 | ||||
| NORTHGLENN, | $385M | 2012 | |||||
| WILMETTE, | $226M | 1 | 2012 | ||||
| DALLAS, | $238M | 2012 | |||||
HOFFMAN, ALAN N. INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched 109454 · 801-118227 | $188M | 1 | 2020 | ||||
| SEATTLE, | $263M | 2012 | |||||
YOUR SOURCE FINANCIAL Registered adviser · RIA / Wealth · matched 109409 · 801-62784 Also on Private Equity | PHOENIX, | $236M | 2011 | ||||
| COLUMBUS, | $283M | 2012 | |||||
AVIVA INVESTORS NORTH AMERICA, INC. Registered adviser · RIA / Wealth · matched 109481 · 801-56466 Also on Real Estate Funds | CHICAGO, | $242M | 2011 | ||||
| Thousand Oaks, | $762M | 2025 | |||||
| CHICAGO, | $215M | 2011 | |||||
TBP ADVISORS LTD Registered adviser · RIA / Wealth · matched 109472 · 801-57919 Also on Private Equity | PURCHASE, | $183M | 2012 | ||||
| TAMPA, | $152M | 2012 | |||||
| CINCINNATI, | $89.5M | 1 | 2012 | ||||
| WASHINGTON, | $161M | 2012 | |||||
| $57.7M | 2011 | ||||||
| RIVERSIDE, | $78.4M | 2012 | |||||
| RESTON, | $94.2M | 2026 | |||||
| MILWAUKEE, | $49.1M | 1 | 2012 |
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.