DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $1.1M | 2014 | ||||||
| CHESTERFIELD, | $2.6B | 37 | 2012 | ||||
| LOVES PARK, | $758M | 14 | 2014 | ||||
| NEW YORK, | $2.8B | 9 | 2012 | ||||
| LOS ALTOS, | $671M | 7 | 2021 | ||||
| DUBLIN, | $544M | 29 | 2021 | ||||
| SANTA BARBARA, | $7.4B | 2017 | |||||
| MENTOR, | $805M | 12 | 2021 | ||||
| DENVER, | $579M | 13 | 2021 | ||||
| WESTERVILLE, | $317M | 5 | 2019 | ||||
MLC ASSET MANAGEMENT US LLC Registered adviser · RIA / Wealth · matched 801-121396 · 801-121396 Also on Independent Sponsors, Private Equity | NEW YORK, | $2.8B | 2 | 2021 | |||
ANDALUSIAN PRIVATE CAPITAL, LP Registered adviser · RIA / Wealth · matched 801-121317 · 801-121317 Also on Independent Sponsors, Private Equity | NEW YORK, | $1.8B | 8 | 2021 | |||
| GREENWOOD VILLAGE, | $664M | 6 | 2020 | ||||
| FREDERICK, | $551M | 8 | 2021 | ||||
| GRANDVILLE, | $295M | 4 | 2023 | ||||
| TUCSON, | $265M | 3 | 2019 | ||||
EAGLE ROCK INVESTMENT COMPANY, LLC Registered adviser · RIA / Wealth · matched 801-121347 · 801-121347 | ATLANTA, | $787M | 3 | 2021 | |||
| BERKELEY HEIGHTS, | $348M | 8 | 2011 | ||||
MASS AVE GLOBAL INC Registered adviser · RIA / Wealth · matched 801-121372 · 801-121372 Also on Private Equity | NEW YORK, | $878M | 12 | 2021 | |||
GRIFFITHS, DREHER & EVANS, P.S., CPAS Registered adviser · RIA / Wealth · matched 801-121376 · 801-121376 | SPOKANE, | $311M | 9 | 2021 | |||
| PLAINSBORO, | $426M | 5 | 2021 | ||||
| KIRKLAND, | $411M | 2012 | |||||
| CRANFORD, | $186M | 2 | 2011 | ||||
| PITTSBURGH, | $388M | 2012 | |||||
DMK ADVISOR GROUP, INC. Registered adviser · RIA / Wealth · matched 801-121389 · 801-121389 Also on Private Equity | LUTZ, | $131M | 19 | 2021 | |||
| MONTVILLE, | $390M | 5 | 2021 | ||||
| POWELL, | $173M | 2 | 2012 | ||||
| MIAMISBURG, | $368M | 2012 | |||||
| $165M | 3 | 2025 | |||||
| CAMBRIDGE, | $217M | 1 | 2022 | ||||
CRESCENT COVE ADVISORS, LP Registered adviser · RIA / Wealth · matched 801-121385 · 801-121385 Also on Independent Sponsors, Private Equity | SAN FRANCISCO, | $1.1B | 2021 | ||||
| KANSAS CITY, | $450M | 5 | 2021 | ||||
MUTUAL TRUST ASSET MGMT., INC. Registered adviser · RIA / Wealth · matched 121364 · 801-111062 Also on Private Equity | TAMPA, | $58.4M | 5 | 2017 | |||
| SAN FRANCISCO, | $436M | 2 | 2021 | ||||
| TAMPA, | $297M | 4 | 2021 | ||||
| $348M | 3 | 2021 | |||||
| SILVERDALE, | $272M | 4 | 2021 | ||||
| TUCSON, | $150M | 9 | 2021 | ||||
SOLUTIONS 4 WEALTH Registered adviser · RIA / Wealth · matched 801-121358 · 801-121358 Also on Real Estate Funds | SOUTHLAKE, | $189M | 1 | 4 | 2012 | ||
ALLEGIANCE FINANCIAL ADVISORS, INC. Registered adviser · RIA / Wealth · matched 801-121302 · 801-121302 | JACKSONVILLE, | $182M | 7 | 2012 | |||
| CINCINNATI, | $211M | 5 | 2012 | ||||
INTEGRITY FINANCIAL ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-121305 · 801-121305 | WOBURN, | $135M | 9 | 2021 | |||
| PHOENIX, | $189M | 6 | 2021 | ||||
MCDONOUGH CAPITAL MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 801-121364 · 801-121364 | ORLANDO, | $258M | 3 | 2012 | |||
WOODFIELD FINANCIAL ADVISORS, INC. Registered adviser · RIA / Wealth · matched 801-121330 · 801-121330 | DEER PARK, | $230M | 3 | 2012 | |||
INTERCAROLINA FINANCIAL SERVICES, INC. Registered adviser · RIA / Wealth · matched 801-121339 · 801-121339 | GREENSBORO, | $85.4M | 12 | 2020 | |||
| OMAHA, | $201M | 4 | 2021 | ||||
EAGLE HARBOR ASSET MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 801-121335 · 801-121335 | $161M | 3 | 2012 | ||||
| $177M | 2021 | ||||||
| ESSEX, | $119M | 1 | 2024 |
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.