DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| Mountain View, | 264 | |||||
| 2 | ||||||
| Bayside, | 439 | |||||
| $110M | 2026 | |||||
GREAT BAY WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched GREAT BAY WEALTH MANAGEMENT, LLC | $28.3M | 2026 | ||||
| St. Petersburg, | 563 | |||||
| Portsmouth, | 97 |
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.