DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| MCLEAN, | $321M | 5 | 2012 | |||
WELLS FARGO ADVISORS Registered adviser · RIA / Wealth · matched WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 801-57434 | ST. LOUIS, | $252B | 4,134 | 2011 | ||
LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched LIFE ADVISORS - FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC | MUNFORDVILLE, | $14.8M | 2026 | |||
| RICHMOND, | 2025 | |||||
USA RETIREMENT INCOME SOLUTIONS, LLC Registered adviser · RIA / Wealth · matched UNITED SECURITY ADVISORS & FINANCIAL PLANNING PARTNERS LLC | $3.5M | 2026 | ||||
| TAMPA, | $133M | 4 | 2025 |
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.