DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | ||||||||
| HOLLAND, | $4.4B | 66 | 2012 | |||||
ADVISORY SERVICES NETWORK Registered adviser · RIA / Wealth · matched ADVISORY SERVICES NETWORK, LLC · 801-71112 Also on Private Equity | ATLANTA, | $11B | 248 | 2011 | ||||
| CHICAGO, | $991M | 2 | 7 | 2011 | ||||
TA Associates Firm · Private equity · matched TA Associates Advisory Private Limited (relying Adviser) | · probable Unsized | Boston, | $60B | 562 | 17 | 231 | ||
| DIAMOND BAR, | $380M | 2012 | ||||||
| ALPHARETTA, | $126M | 1 | 2026 | |||||
Global Infrastructure Management, LLC Firm · Private equity · matched GIM Advisory Services, LLC ("relying Adviser") | · probable Large cap | New York, | $113B | 17 | 101 | 76 | 2024 | |
| GRAND RAPIDS, | $159M | 7 | 2026 | |||||
| GREENWOOD VILLAGE, | $195B | 1,944 | 2012 | |||||
| $233M | 2016 | |||||||
| TULSA, | $927M | 8 | 2017 | |||||
ADVISORY SOLUTIONS GROUP Registered adviser · RIA / Wealth · matched ADVISORY SOLUTIONS GROUP, LLC · 801-135130 | PLYMOUTH, | $408M | 41 | 2025 | ||||
| ATLANTA, | $77B | 1,981 | 2016 | |||||
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Registered adviser · RIA / Wealth · 801-60749 Also on Private Equity | PLYMOUTH, | $122B | 1,013 | 2011 | ||||
| AUSTIN, | $80B | 1,440 | 2016 | |||||
Olympus Advisors, LLC Firm · Private equity · matched Olympus Advisory Partners, Inc. (relying Adviser) | · probable Upper middle market | Stamford, | $8.3B | 54 | 14 | 37 | 2024 | |
| · probable Middle market | Stockholm, | $1.4B | 76 | 4 | 34 | |||
Upper middle market | Stavanger, | $6.0B | 73 | 12 | 65 | 2024 | ||
Kohlberg Kravis Roberts & Co. L.P. Firm · Private equity · matched KKR Investment Advisory (zhuhai Hengqin) Company Limited (relying Adviser) | Large cap | New York, | $308B | 1 | 532 | 13 | 2024 | |
ARAX ADVISORY PARTNERS Registered adviser · RIA / Wealth · matched ARAX ADVISORY PARTNERS, LLC · 801-67165 Also on Independent Sponsors, Private Equity | NEW YORK, | $27B | 17 | 231 | 2011 | |||
Middle market | London, | $4.3B | 8 | 13 | 43 | 2024 | ||
| FORT WORTH, | $24B | 1,034 | 2015 | |||||
| STAMFORD, | $37B | 473 | 2016 | |||||
| BALTIMORE, | $124B | 3 | 25 | 2012 | ||||
| · probable Middle market | Newark, | $1015B | 25 | 9 | 2026 | |||
| ALISO VIEJO, | $39B | 145 | 2012 | |||||
| ATLANTA, | $15B | 355 | 2014 | |||||
| LINCOLN, | $14B | 549 | 2021 | |||||
ADVISORY INVESTOR SERVICES LLC Registered adviser · RIA / Wealth · 801-122774 Also on Real Estate Funds | MIAMI, | $210M | 7 | 2014 | ||||
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS Registered adviser · RIA / Wealth · 801-33554 Also on Independent Sponsors, Private Equity | CLEVELAND, | $34B | 3 | 65 | 2012 | |||
| · probable Large cap | Boston, | $87B | 1 | 250 | 9 | 2024 | ||
Goldman Sachs & Co. LLC Firm · Private equity · matched Digital Advisory Solutions Group of Goldman Sachs & Co. LLC | Large cap | New York, | $223B | 208 | 10 | 2024 | ||
| OWINGS MILLS, | $5.9B | 490 | 2012 | |||||
| VESTAVIA HILLS, | $8.0B | 186 | 2011 | |||||
| WEST CHESTER, | $8.3B | 176 | 2014 | |||||
| $27B | 74 | 2024 | ||||||
INSIGNEO ADVISORY SERVICES, LLC Registered adviser · RIA / Wealth · 801-107256 Also on Independent Sponsors, Private Equity | MIAMI, | $5.2B | 1 | 222 | 2016 | |||
| AUSTIN, | $28B | 42 | 2012 | |||||
| PALM BEACH GARDENS, | $4.1B | 395 | 2012 | |||||
CBIZ INVESTMENT ADVISORY SERVICES, LLC Registered adviser · RIA / Wealth · 801-108996 Also on Allocators | CLEVELAND, | $13B | 91 | 2017 | ||||
Raymond James & Associates, Inc. Firm · Private equity · matched Investment Advisory Services Also on RIA / Wealth Management, Real Estate Funds | · probable Unsized | St. Petersburg, | $434B | 1 | 12 | 2019 | ||
Verus Advisory, Inc. Investment consultant · Allocators · OCIO provider Also on RIA / Wealth Management | · probable | $15B | 56 | 2025 | ||||
LEVEL FOUR ADVISORY SERVICES Registered adviser · RIA / Wealth · matched LEVEL FOUR ADVISORY SERVICES, LLC · 801-66368 | DALLAS, | $6.5B | 144 | 2011 | ||||
| CHICAGO, | $2.5B | 533 | 2015 | |||||
| SAN FRANCISCO, | $810M | 6 | 2012 | |||||
| ATLANTA, | $10B | 122 | 2025 | |||||
| · probable Middle market | Baltimore, | $7.3B | 400 | 5 | 2026 | |||
| WAKEFIELD, | $50B | 8 | 2016 | |||||
| · probable Unsized | Boston, | $41B | 1 | 7 |
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.