DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $17.1M | 2014 | ||||||
WEALTHSPIRE RETIREMENT ADVISORY Registered adviser · RIA / Wealth · matched 121254 · 801-66107 Also on Allocators | ALISO VIEJO, | $39B | 145 | 2012 | |||
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. Registered adviser · RIA / Wealth · matched 801-121267 · 801-121267 Also on Independent Sponsors | LOS ANGELES, | $43B | 1 | 105 | 2021 | ||
CHRISTOFFERSON, ROBB & COMPANY Registered adviser · RIA / Wealth · matched 121299 · 801-61557 Also on Private Credit, Private Equity | NEW YORK, | $11B | 21 | 2012 | |||
| LONDON, | $68B | 3 | 2021 | ||||
| MARIETTA, | $3.0B | 88 | 2021 | ||||
| · probable | Yardley, | $779M | 36 | 8 | 2024 | ||
RIDGEWOOD INVESTMENTS Registered adviser · RIA / Wealth · matched 121220 · 801-66378 Also on Real Estate Funds | SPRINGFIELD, | $419M | 7 | 4 | 2012 | ||
| LONDON, | $3.0B | 11 | 2018 | ||||
K5 GLOBAL ADVISOR LLC Registered adviser · RIA / Wealth · matched 801-121249 · 801-121249 Also on Private Equity, Venture Capital | $5.8B | 2021 | |||||
| PLYMOUTH, | $4.3B | 2021 | |||||
MAN INVESTMENTS AUSTRALIA LIMITED Registered adviser · RIA / Wealth · matched 801-121284 · 801-121284 | SYDNEY, | $4.1B | 2021 | ||||
| TIMONIUM, | $305M | 4 | 2015 | ||||
| MANCHESTER, | $446M | 10 | 2021 | ||||
| SUWANEE, | $234M | 5 | 2017 | ||||
PROTEUS, LLC Registered adviser · RIA / Wealth · matched 801-121224 · 801-121224 Also on Private Credit, Private Equity | INDIANAPOLIS, | $260M | 29 | 4 | 2012 | ||
| BELLEVUE, | $556M | 7 | 2021 | ||||
FRAMEWORK VENTURES Registered adviser · RIA / Wealth · matched 801-121228 · 801-121228 Also on Independent Sponsors, Private Equity | SAN FRANCISCO, | $1.3B | 6 | 2021 | |||
| WESTLAKE, | $621M | 2012 | |||||
CGI Investment Management LLC Manager · RE funds · matched 801-121201 · Under 1b Also on RIA / Wealth Management | · candidate | Coral Gables, | $849M | 2 | 3 | 2024 | |
THE INVICTUS COLLECTIVE, LLC Registered adviser · RIA / Wealth · matched 801-121217 · 801-121217 Also on Independent Sponsors, Private Equity | PARK RIDGE, | $476M | 4 | 2021 | |||
| GLASTONBURY, | $636M | 4 | 2021 | ||||
| AVON, | $381M | 6 | 2021 | ||||
| COLLEGEVILLE, | $241M | 2 | 2011 | ||||
| BUFFALO GROVE, | $416M | 4 | 2020 | ||||
NOMURA ASSET MANAGEMENT U.S.A. INC. Registered adviser · RIA / Wealth · matched 801-12129 · 801-12129 | NEW YORK, | $1.0B | 2012 | ||||
| SCOTTSDALE, | $280M | 6 | 2021 | ||||
ACANSA INVESTMENT MANAGEMENT GROUP, LLC Registered adviser · RIA / Wealth · matched 801-121275 · 801-121275 Also on Family Offices | TYSONS CORNER, | $838M | 1 | 2021 | |||
| ATLANTA, | $444M | 2 | 2021 | ||||
| SHEPHERDSTOWN, | $375M | 2012 | |||||
| BROOKFIELD, | $353M | 4 | 2021 | ||||
| DAYTON, | $140M | 2 | 2012 | ||||
| OAKWOOD, | $166M | 1 | 2011 | ||||
| MONTROSE, | $237M | 6 | 2012 | ||||
ARES FINANCIAL CONSULTING LLC Registered adviser · RIA / Wealth · matched 801-121211 · 801-121211 Also on Private Equity | CALABASAS, | $244M | 4 | 2021 | |||
| WESTLAKE VILLAGE, | $258M | 4 | 2021 | ||||
| OKEECHOBEE, | $55.4M | 6 | 2018 | ||||
HARBOUR WEALTH MANAGEMENT GROUP, INC. Registered adviser · RIA / Wealth · matched 801-121292 · 801-121292 | DANIEL ISLAND, | $266M | 3 | 2021 | |||
WAVE DIGITAL ASSETS LLC Registered adviser · RIA / Wealth · matched 801-121282 · 801-121282 Also on Independent Sponsors, Private Equity | LOS ANGELES, | $91.9M | 8 | 4 | 2021 | ||
| BETTENDORF, | $273M | 3 | 2021 | ||||
| COLLEGE STATION, | $178M | 5 | 2012 | ||||
| LAS VEGAS, | $242M | 3 | 2012 | ||||
SVRN ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-121279 · 801-121279 Also on Private Equity | AUSTIN, | $231M | 2 | 1 | 2021 | ||
POWER SUSTAINABLE INVESTMENT MANAGEMENT INC. Registered adviser · RIA / Wealth · matched 801-121250 · 801-121250 | MONTREAL, QUEBEC, | $515M | 1 | 2021 | |||
Blue Field Capital Manager · RE funds · matched 802-121240 · Under 1b Also on RIA / Wealth Management, Venture Capital | · probable | Midvale, | $104M | 12 | 2 | 2024 | |
CLEAR RIDGE WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-121285 · 801-121285 | KALAMAZOO, | $245M | 3 | 2021 | |||
| NAPLES, | $237M | 2 | 2021 | ||||
CPC MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-121215 · 801-121215 Also on Independent Sponsors | KANSAS CITY, | $428M | 1 | 2021 | |||
| · candidate | Chicago, | $82.5M | 4 | 7 | 2023 | ||
UNIVERSAL FINANCIAL SERVICES INC. Registered adviser · RIA / Wealth · matched 801-121280 · 801-121280 | GUAYNABO, | $325M | 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.