DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $3.8M | |||||||
STRATOS WEALTH PARTNERS, LTD Registered adviser · RIA / Wealth · matched 801-71457 · 801-71457 Also on Private Equity | BEACHWOOD, | $19B | 386 | 2012 | |||
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED Registered adviser · RIA / Wealth · matched 801-71421 · 801-71421 Also on Private Equity | ST. LOUIS, | $19B | 513 | 2012 | |||
| NEW YORK, | $79B | 113 | 2012 | ||||
| HOUSTON, | $2.6B | 63 | 2012 | ||||
PRIVATE CLIENT SERVICES, LLC Registered adviser · RIA / Wealth · matched 801-71475 · 801-71475 Also on Private Equity | LOUISVILLE, | $1.4B | 64 | 2011 | |||
| BOSTON, | $13B | 8 | 2012 | ||||
MPC CAPITAL ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-71456 · 801-71456 Also on Allocators | ROCKVILLE CENTRE, | $23B | 2012 | ||||
| STAMFORD, | $2.4B | 7 | 2012 | ||||
| PLANO, | $1.1B | 16 | 2011 | ||||
| SCOTTSDALE, | $1.4B | 8 | 2012 | ||||
| CHICAGO, | $5.7B | 2012 | |||||
FOREFRONT ANALYTICS, LLC Registered adviser · RIA / Wealth · matched 801-71469 · 801-71469 Also on Venture Capital | W. CONSHOHOCKEN, | $679M | 4 | 4 | 2011 | ||
FISCHER FRANCIS TREES & WATTS UK LIMITED Registered adviser · RIA / Wealth · matched 801-71466 · 801-71466 | LONDON, | $5.1B | 2012 | ||||
| HOUSTON, | $2.1B | 2 | 2011 | ||||
| LEXINGTON, | $404M | 7 | 2011 | ||||
| LINCOLNSHIRE, | $1.5B | 2012 | |||||
| ROCKVILLE, | $252M | 6 | 2011 | ||||
INDEPENDENCE ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-71449 · 801-71449 Also on Allocators | WAYNE, | $1.3B | 2012 | ||||
| KOKOMO, | $457M | 3 | 2012 | ||||
| STAMFORD, | $589M | 2 | 2011 | ||||
| NEW YORK, | $960M | 2012 | |||||
LIVIAN & CO. Registered adviser · RIA / Wealth · matched 801-71406 · 801-71406 Also on Venture Capital | NEW YORK, | $153M | 3 | 2 | 2011 | ||
WAMBOLT & ASSOCIATES, LLC Registered adviser · RIA / Wealth · matched 801-71476 · 801-71476 Also on Allocators | LITTLETON, | $587M | 2012 | ||||
KOLINSKY WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-71410 · 801-71410 Also on Allocators | RAMSEY, | $494M | 2012 | ||||
| New York, | $386M | 2025 | |||||
| ARLINGTON, | $463M | 2012 | |||||
OAK ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-71486 · 801-71486 Also on Allocators | OAK BROOK, | $209M | 2012 | ||||
EXPERIENTIAL WEALTH, INC. Registered adviser · RIA / Wealth · matched 801-71422 · 801-71422 Also on Private Equity | CABIN JOHN, | $164M | 2012 | ||||
| CHICAGO, | $221M | 1 | 2012 | ||||
ALTEGRIS ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-71496 · 801-71496 Also on Private Equity | SAN JUAN CAPISTRANO, | $150M | 2012 | ||||
| NEW YORK, | $187M | 1 | 2012 | ||||
MCLAUGHLIN RYDER ADVISORY SERVICES, LLC Registered adviser · RIA / Wealth · matched 801-71440 · 801-71440 | ALEXANDRIA, | $194M | 2011 | ||||
FUTURESELECT PORTFOLIO MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 801-71425 · 801-71425 | $92.1M | 6 | 2012 | ||||
| HOLLISTON, | $129M | 2011 | |||||
| TORONTO, ONTARIO, | $127M | 2012 | |||||
| WALTHAM, | $134M | 2012 | |||||
| NEW YORK, | $206M | 2012 | |||||
| GREENWICH, | $133M | 2012 | |||||
| NEW YORK, | $94.9M | 1 | 2012 | ||||
| Terre Haute, | $88.0M | 2025 | |||||
| DALLAS, | $64.0M | 1 | 2012 | ||||
| CORAL GABLES, | $79.3M | 2012 | |||||
| BETHESDA, | $56.4M | 2 | 2012 | ||||
CONCERTO ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-71484 · 801-71484 Also on Private Credit | CHARLOTTE, | $91.1M | 2012 | ||||
| TERRACE PARK, | $114M | 2025 | |||||
NAZELROD & ASSOCIATES FINANCIAL SERVICES, INC. Registered adviser · RIA / Wealth · matched 801-71460 · 801-71460 | TOWSON, | $93.2M | 2026 | ||||
| $47.6M | 1 | 2012 | |||||
| ALBUQUERQUE, | $89.0M | 2026 | |||||
| ASHEVILLE, | $41.3M | 1 | 2011 |
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.