DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
ADVANCED CAPITAL GROUP Registered adviser · RIA / Wealth · matched ADVANCED CAPITAL GROUP, INC. · 801-65944 Also on Allocators | MINNEAPOLIS, | $30B | 4 | 2012 | ||||
| DUBLIN, | $651M | 5 | 2011 | |||||
Advanced Technology Ventures Firm · Venture · Exempt reporting adviser Also on Allocators, RIA / Wealth Management | Boston, | $63.3M | 15 | 12 | 2026 | |||
| IRVINE, | $252M | 4 | 2011 | |||||
| SAFETY HARBOR, | $664M | 2012 | ||||||
| · probable Unsized | New York, | $74.6M | 1 | 2 | 2016 | |||
| FAIRFIELD, | $173M | 2026 | ||||||
| CAMBRIDGE, | $10.9M | 14 | 2020 | |||||
| ENGLEWOOD, | $74.1M | 2025 | ||||||
| NAPLES, | $69.5M | 2026 | ||||||
| UTICA, | $27.7M | 2012 | ||||||
| LAMBERTVILLE, | $21.6M | 2026 | ||||||
| Peoria, | 3,281 | |||||||
| Summerville, | 406 | |||||||
| Las Vegas, | 256 | |||||||
| Loves Park, | 183 | |||||||
| Dumfries, | 114 | |||||||
| $8.1M | 2026 | |||||||
ADVANCED FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched ADVANCED FINANCIAL SERVICES, LLC | SCOTTSDALE, | 2025 | ||||||
| Medina, | 51 | |||||||
| Greensboro, | 61 | |||||||
| $68.0M | 2 | 1 | 2031 | |||||
| · probable Unsized | Chicago, | $868M | 132 | 10 | 2011 | |||
| GREENVILLE, | $48.8M | 2026 | ||||||
| NEW YORK, | $2.7B | 2012 | ||||||
| TORRANCE, | $217M | 9 | 2023 | |||||
ADVANCED WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched ADVANCED WEALTH MANAGEMENT, LLC · 801-136416 | SARASOTA, | $111M | 3 | 2026 | ||||
| Willoughby, | 50 | |||||||
| WESTFORD, | $100M | 2026 | ||||||
| Chicago, | 2,237 | |||||||
| $272M | 1 | 2022 | ||||||
| Monterey, | 85 | |||||||
| ROCKLEDGE, | $27.4M | 2026 | ||||||
| Aurora, | 365 | |||||||
| Brooklyn, | 982 | |||||||
| LA QUINTA, | $21.2M | 2012 | ||||||
| LIVONIA, | $47.8M | 2 | 2011 | |||||
| Grand Forks, | 352 | |||||||
| Smithtown, | 86 | |||||||
| Gentry, | 55 | |||||||
| Fort Wayne, | 5 | 102 | ||||||
| ARLINGTON, | $55.5M | 2012 | ||||||
ADVANCED TAX AND FINANCIAL SERVICES, INC. Registered adviser · RIA / Wealth · matched ADVANCED TAX AND FINANCIAL SERVICES,INC. | $578M | 2026 | ||||||
| Westminster, | 53 | |||||||
| Columbia, | 151 | |||||||
| Mt. Calvary, | 74 | |||||||
| San Diego, | 65 | |||||||
| Aurora, | 100 | |||||||
| Farmersville, | 106 | |||||||
| LOS ANGELES, | $13B | 2013 |
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.