DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Claymont, | 3 | |||||||
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. Registered adviser · RIA / Wealth · matched 801-63930 · 801-63930 Also on Private Equity | FAIRFIELD, | $139B | 3,941 | 2011 | ||||
| CHICAGO, | $12B | 17 | 97 | 2012 | ||||
STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. Registered adviser · RIA / Wealth · matched 801-63980 · 801-63980 | NEW YORK, | $80B | 45 | 2011 | ||||
| NORTH LITTLE ROCK, | $4.8B | 109 | 2012 | |||||
| Washington, | $1.7B | 15 | 6 | 5 | 2024 | |||
| AUSTIN, | $2.3B | 53 | 2012 | |||||
| BOSTON, | $3.9B | 3 | 2012 | |||||
FIDUCIARYVEST, LLC Registered adviser · RIA / Wealth · matched 801-63958 · 801-63958 Also on Allocators | ATLANTA, | $4.9B | 2012 | |||||
MORGAN STANLEY PRIVATE EQUITY ASIA, INC. Registered adviser · RIA / Wealth · matched 801-63987 · 801-63987 Also on Independent Sponsors, Private Equity | NEW YORK, | $1.9B | 9 | 2012 | ||||
| BOSTON, | $803M | 5 | 2012 | |||||
| SCOTTSDALE, | $2.4B | 2012 | ||||||
| SUMMIT, | $2.2B | 2012 | ||||||
| MERCER ISLAND, | $1.4B | 2011 | ||||||
| RALEIGH, | $356M | 4 | 2012 | |||||
| BOSTON, | $889M | 2011 | ||||||
| $440M | 2 | 2011 | ||||||
| SOUTHFIELD, | $1.3B | 2012 | ||||||
| PLYMOUTH, | $242M | 3 | 2012 | |||||
| BOLIVAR, | $229M | 3 | 2012 | |||||
| ATLANTA, | $239M | 2 | 2012 | |||||
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-63969 · 801-63969 | MIAMI, | $465M | 2012 | |||||
| BEVERLY HILLS, | $180M | 1 | 2012 | |||||
| SAN RAFAEL, | $324M | 2012 | ||||||
| WESTPORT, | $229M | 2012 | ||||||
| SARASOTA, | $161M | 1 | 2012 | |||||
| SANTA CLARA, | $249M | 2012 | ||||||
| LOS ANGELES, | $209M | 2012 | ||||||
| PHOENIX, | $168M | 2012 | ||||||
| TROY, | $105M | 2012 | ||||||
| NEW YORK, | $92.1M | 2012 | ||||||
| HINGHAM, | $35.0M | 2 | 2011 | |||||
IRVING PLANNING & INVESTMENTS, LTD. Registered adviser · RIA / Wealth · matched 801-63994 · 801-63994 | LAKEWOOD, | $40.0M | 2 | 2012 | ||||
| $96.0M | 2026 | |||||||
| PEARLAND, | $95.1M | 2026 | ||||||
| $45.0M | 1 | 2012 | ||||||
| SOLANA BEACH, | $41.1M | 1 | 2012 | |||||
| $36.0M | 1 | 2012 | ||||||
CORNERSTONE INVESTMENT SERVICES, INC. Registered adviser · RIA / Wealth · matched 801-63919 · 801-63919 | $67.0M | 2026 | ||||||
| $41.9M | 2012 | |||||||
| WINTER HAVEN, | $45.5M | 2012 | ||||||
| MATTHEWS, | $30.0M | 1 | 2012 | |||||
| $24.2M | 1 | 2012 | ||||||
| $42.4M | 2012 | |||||||
| OJAI, | $29.8M | 2012 | ||||||
| LONDON, | $22.8M | 2012 | ||||||
| $23.3M | 2026 | |||||||
| OKLAHOMA CITY, | $11.1M | 2011 | ||||||
| STATEN ISLAND, | $5.1M | 2012 | ||||||
| NEW YORK, | 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.