DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
ADVISORY SOLUTIONS GROUP Registered adviser · RIA / Wealth · matched ADVISORY SOLUTIONS GROUP, LLC · 801-135130 | PLYMOUTH, | $408M | 41 | 2025 | |||
| · probable Middle market | Newark, | $1015B | 25 | 9 | 2026 | ||
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 | |
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS Registered adviser · RIA / Wealth · 801-33554 Also on Independent Sponsors, Private Equity | CLEVELAND, | $34B | 3 | 65 | 2012 | ||
| WAKEFIELD, | $50B | 8 | 2016 | ||||
SMARTX ADVISORY SOLUTIONS Registered adviser · RIA / Wealth · matched SMARTX ADVISORY SOLUTIONS LLC · 801-113795 | WEST PALM BEACH, | $27B | 2 | 2018 | |||
INTEGRITY ADVISORY SOLUTIONS Registered adviser · RIA / Wealth · matched INTEGRITY ADVISORY SOLUTIONS, LLC · 801-123090 | DALLAS, | $1.1B | 128 | 2021 | |||
| DALLAS, | $1.1B | 84 | 2011 | ||||
| ZIONSVILLE, | $599M | 9 | 2017 | ||||
| ALPHARETTA, | $327M | 15 | 2013 | ||||
| WEST PALM BEACH, | $505M | 2017 | |||||
| FAIRFIELD, | $232M | 2 | 2016 | ||||
PROGRESSIVE ADVISORY SOLUTIONS Registered adviser · RIA / Wealth · matched PROGRESSIVE ADVISORY SOLUTIONS LLC · 801-107758 | HOLBROOK, | $255M | 2016 | ||||
RETIREMENT PLANNING SOLUTIONS, LLC Registered adviser · RIA / Wealth · matched RPS ADVISORY SOLUTIONS, LLC · 801-119926 | LOUISVILLE, | $467M | 4 | 2020 | |||
| TEXARKANA, | $32.5M | 2019 | |||||
| ST. LOUIS, | $19.2M | 2026 | |||||
| 1 | |||||||
| SAN FRANCISCO, | 2017 |
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.