DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $144M | |||||||
| RALEIGH, | $1237B | 17 | 946 | 2015 | |||
FIFTH THIRD SECURITIES, INC. Registered adviser · RIA / Wealth · matched 801-63623 · 801-63623 Also on Private Equity | CINCINNATI, | $11B | 1,004 | 2011 | |||
INDEPENDENT FINANCIAL GROUP, LLC Registered adviser · RIA / Wealth · matched 801-62667 · 801-62667 Also on Private Equity, Venture Capital | SAN DIEGO, | $13B | 484 | 2012 | |||
| NEW YORK, | $87B | 347 | 2011 | ||||
| SANTA MONICA, | $149B | 1 | 2012 | ||||
| NEW YORK, | $101B | 94 | 2012 | ||||
MARINER INVESTMENT GROUP, LLC Registered adviser · RIA / Wealth · matched 801-62016 · 801-62016 Also on Private Equity | NEW YORK, | $176B | 17 | 2012 | |||
| DALLAS, | $2.5B | 164 | 2011 | ||||
GENEOS WEALTH MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 801-62331 · 801-62331 Also on Private Equity, Venture Capital | ENGLEWOOD, | $9.2B | 192 | 2012 | |||
| PALM BEACH GARDENS, | $4.8B | 447 | 2012 | ||||
PERIGON WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-62988 · 801-62988 Also on Private Equity | SAN FRANCISCO, | $11B | 95 | 2012 | |||
THOMPSON SIEGEL & WALMSLEY LLC Registered adviser · RIA / Wealth · matched 801-6273 · 801-6273 Also on Private Equity | RICHMOND, | $21B | 4 | 19 | 2012 | ||
BELLE HAVEN INVESTMENTS, L.P. Registered adviser · RIA / Wealth · matched 801-62290 · 801-62290 Also on Independent Sponsors | RYE BROOK, | $24B | 1 | 20 | 2011 | ||
| RIDGEWOOD, | $12B | 59 | 2012 | ||||
INVESTURE, LLC Registered adviser · RIA / Wealth · matched 801-62689 · 801-62689 Also on Private Equity | CHARLOTTESVILLE, | $39B | 21 | 1 | 2012 | ||
PGIM QUANTITATIVE SOLUTIONS Registered adviser · RIA / Wealth · matched 801-62692 · 801-62692 Also on Independent Sponsors | NEWARK, | $111B | 4 | 2012 | |||
| STAMFORD, | $39B | 28 | 2012 | ||||
| NORTH PALM BEACH, | $3.3B | 27 | 23 | 2012 | |||
| HARRISBURG, | $12B | 24 | 2012 | ||||
FIDUCIARY TRUST INTERNATIONAL, LLC Registered adviser · RIA / Wealth · matched 801-62001 · 801-62001 Also on Private Equity, Real Estate Funds | LINCOLN, | $7.7B | 7 | 14 | 2011 | ||
KEEL POINT, LLC Registered adviser · RIA / Wealth · matched 801-62249 · 801-62249 Also on Independent Sponsors, Private Equity | HUNTSVILLE, | $4.1B | 3 | 48 | 2012 | ||
ADVISORS ASSET MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 801-62731 · 801-62731 Also on Independent Sponsors | MONUMENT, | $2.2B | 1 | 125 | 2012 | ||
| BOSTON, | $11B | 58 | 2 | 2012 | |||
| BLOOMFIELD HILLS, | $10B | 24 | 2012 | ||||
TFO WEALTH PARTNERS Registered adviser · RIA / Wealth · matched 801-62074 · 801-62074 Also on Family Offices | MAUMEE, | $5.7B | 36 | 2011 | |||
| LEAWOOD, | $4.2B | 56 | 2012 | ||||
BLACK RIVER ASSET MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 801-62384 · 801-62384 Also on Private Credit, Private Equity | HOPKINS, | $72B | 3 | 2012 | |||
| LEXINGTON, | $4.7B | 1 | 33 | 2011 | |||
ABACUS WEALTH PARTNERS Registered adviser · RIA / Wealth · matched 801-62557 · 801-62557 Also on Independent Sponsors, Private Equity | SANTA MONICA, | $3.6B | 1 | 50 | 2012 | ||
SHEPHERD KAPLAN LLC Registered adviser · RIA / Wealth · matched 801-62349 · 801-62349 Also on Private Equity | BOSTON, | $10B | 18 | 2012 | |||
| RALEIGH, | $116B | 2012 | |||||
Global Forest Partners LP Manager · RE funds · matched 801-62203 · 1b 5b Also on RIA / Wealth Management | Lebanon, | $3.4B | 33 | 9 | 2022 | ||
ESSEX FINANCIAL SERVICES, INC. Registered adviser · RIA / Wealth · matched 801-62242 · 801-62242 Also on Private Equity | ESSEX, | $4.2B | 33 | 2011 | |||
| STAMFORD, | $10B | 111 | 2012 | ||||
LANSDOWNE PARTNERS LIMITED PARTNERSHIP Registered adviser · RIA / Wealth · matched 801-62972 · 801-62972 | LONDON, | $33B | 10 | 2012 | |||
| NEWTOWN SQUARE, | $17B | 27 | 2012 | ||||
| CAMBRIDGE, | $2.4B | 52 | 2012 | ||||
BSP NY LLC Registered adviser · RIA / Wealth · matched 801-62417 · 801-62417 Also on Private Credit, Private Equity | NEW YORK, | $14B | 18 | 2011 | |||
ABRDN ASIA LIMITED Registered adviser · RIA / Wealth · matched 801-62020 · 801-62020 Also on Real Estate Funds | SINGAPORE, | $40B | 2011 | ||||
CM WEALTH ADVISORS LLC Registered adviser · RIA / Wealth · matched 801-62376 · 801-62376 Also on Independent Sponsors, Private Equity | BEACHWOOD, | $3.6B | 30 | 5 | 2012 | ||
| BALA CYNWYD, | $10B | 49 | 2012 | ||||
| FOSTER CITY, | $3.4B | 27 | 2012 | ||||
| NEW YORK, | $10B | 24 | 2012 | ||||
| ST. LOUIS, | $3.9B | 24 | 2012 | ||||
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP Registered adviser · RIA / Wealth · matched 801-62441 · 801-62441 Also on Private Equity | PITTSBURGH, | $3.3B | 22 | 2012 | |||
ZEVENBERGEN CAPITAL INVESTMENTS LLC Registered adviser · RIA / Wealth · matched 801-62477 · 801-62477 | EDMONDS, | $4.6B | 14 | 2012 | |||
| MEMPHIS, | $2.5B | 3 | 14 | 2011 | |||
| SAN FRANCISCO, | $34B | 2012 | |||||
| NEW YORK, | $11B | 18 | 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.