DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $8.0M | 138 | 2012 | ||||||
| CHARLOTTE, | $17B | 303 | 2013 | |||||
| ALTOONA, | $9.5B | 31 | 2013 | |||||
| NEW YORK, | $6.0B | 10 | 2013 | |||||
| LENEXA, | $411M | 39 | 2015 | |||||
FUSION FAMILY WEALTH, LLC Registered adviser · RIA / Wealth · matched 168254 · 801-78339 Also on Family Offices | WOODBURY, | $1.4B | 5 | 2013 | ||||
| CHATTANOOGA, | $725M | 7 | 2013 | |||||
| CANTON, | $386M | 12 | 2020 | |||||
TRU INDEPENDENCE ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 168256 · 801-78748 | PORTLAND, | $337M | 8 | 2013 | ||||
CABLE HILL PARTNERS, LLC Registered adviser · RIA / Wealth · matched 168252 · 801-78336 Also on Allocators | PORTLAND, | $2.0B | 2013 | |||||
| GROVEPORT, | $370M | 6 | 2019 | |||||
FOUNDATION WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 168270 · 801-123756 Also on Family Offices | MEDIA, | $412M | 4 | 2022 | ||||
| NEW YORK, | $473M | 9 | 2017 | |||||
| KNOXVILLE, | $337M | 3 | 2016 | |||||
| COOPERSBURG, | $283M | 7 | 2024 | |||||
VERMILLION & WHITE WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched 168215 · 801-121066 | PHOENIXVILLE, | $279M | 5 | 2021 | ||||
| ARLINGTON, | $211M | 3 | 2013 | |||||
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC Registered adviser · RIA / Wealth · matched 168246 · 801-78373 | LAWRENCE, | $441M | 2013 | |||||
| PLYMOUTH, | $222M | 2 | 2021 | |||||
| GRAND RAPIDS, | $124M | 5 | 2013 | |||||
MEIXLER INVESTMENT MANAGEMENT, LTD. Registered adviser · RIA / Wealth · matched 168223 · 801-78675 Also on Private Credit | SHOW LOW, | $228M | 1 | 2013 | ||||
FINANCIAL PLANNING SOLUTIONS, LLC Registered adviser · RIA / Wealth · matched 168211 · 801-113221 Also on Allocators | AUBURNDALE, | $312M | 2018 | |||||
| MILWAUKEE, | $565M | 1 | 2012 | |||||
| RICHMOND, | $205M | 2017 | ||||||
Transform Wealth, LLC Investment consultant · Allocators · matched 1682266 Also on RIA / Wealth Management | · probable | Greenwood Village, | $641M | |||||
| $113M | 2020 | |||||||
| $108M | 2026 | |||||||
| IRVINGTON, | $93.6M | 2026 | ||||||
| · probable | Chicago, | $136M | ||||||
| WEST BEND, | $59.2M | 2026 | ||||||
| $50.0M | 2025 | |||||||
| ANNAPOLIS, | $36.3M | 2013 | ||||||
| LAND O' LAKES, | $32.0M | 2025 | ||||||
| $26.8M | 2026 | |||||||
| NEENAH, | $18.0M | 2026 | ||||||
| $12.8M | 2026 | |||||||
| $8.0M | 2026 | |||||||
| $7.2M | 2026 | |||||||
| · candidate Unsized | St. Louis, | 1 | 1 | 2015 | ||||
| $1.0M | 2026 | |||||||
| $861,600 | 2026 | |||||||
| WAYZATA, | 2013 | |||||||
| NEW YORK, | 2026 | |||||||
| 2016 | ||||||||
| BATON ROUGE, | 2013 | |||||||
| 2014 | ||||||||
| AKRON, | 2026 | |||||||
| DALLAS, | 2013 | |||||||
| Mesa, | ||||||||
Direct lender | NEW YORK, | $12B | 194 | 1 | 55 |
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.