DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| Columbia, | 91 | |||||||
| Towson, | 259 | |||||||
| St Paul, | 163 | |||||||
ABOUT TIME FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched ABOUT TIME FINANCIAL PLANNING, LLC | $20.4M | 2026 | ||||||
| 1 | ||||||||
| Mandveille, | 133 | |||||||
| $28.7M | 2026 | |||||||
| Milwaukee, | 78 | |||||||
| Portland, | 226 | |||||||
TEAM FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched TEACH EVERYONE ABOUT MONEY FINANCIAL PLANNING, LLC | $3.8M | 2026 | ||||||
| Naugatuck, | 138 | |||||||
| San Mateo, | 68 | |||||||
| Houston, | 54 | |||||||
| Phoenix, | 53 | |||||||
| Louisville, | 1 | |||||||
| $3.0M | 3 | 1 | 2028 | |||||
| $215M | 1 | 11 | 2 | 2021 | ||||
| CHICAGO, | $993M | 4 | 2012 | |||||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
TALKABOUTHEALTH DBA ADVIZMO Registered adviser · RIA / Wealth · matched TALKABOUTHEALTH, INC. · 801-133876 | $5,000 | 2025 | ||||||
VP Capital Family office · Family offices · matched VP Capital About VP Capital VP Capital · Van Puijenbroek family | 13 | 7 | ||||||
| New York, | 759 | |||||||
| Tucson, | 237 | |||||||
| 1997 | ||||||||
| 2001 | ||||||||
| 2004 | ||||||||
| 2003 | ||||||||
| 1 | ||||||||
| 12 | ||||||||
| 1 | ||||||||
| 2 | 1 | 2026 | ||||||
| 2 | ||||||||
| $236M | 68 | 2014 | ||||||
| $243M | 47 | 2012 | ||||||
| $107M | 35 | 2012 | ||||||
| $144M | 26 | 2018 | ||||||
| 1 | ||||||||
| $70.0M | 32 | 2015 | ||||||
| $68.2M | 33 | 2024 | ||||||
| $103M | 17 | 2024 | ||||||
| $25.2M | 19 | 2019 | ||||||
| $23.0M | 24 | 2022 | ||||||
| $98.8M | 1 | 2013 | ||||||
| $24.8M | 6 | 2015 | ||||||
| 2 | ||||||||
TPG GROWTH V WALKABOUT CI II, L.P. Fund · RIA / Wealth · TPG CAPITAL ADVISORS, LLC Also on Private Equity | $25.7M | 3 | 2024 | |||||
| $26.2M | 4 | 2024 |
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.