DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
Bcwm Family office · Family offices · matched Boyer Corporon Wealth Management Also on RIA / Wealth Management | Overland Park, | $665M | 9 | ||||
BARTLETT & CO. WEALTH MANAGEMENT LLC Registered adviser · RIA / Wealth · 801-112635 Also on Private Equity | CINCINNATI, | $10B | 32 | 2018 | |||
| $317M | 1 | 2021 | |||||
BCS PRIVATE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched BERNARD CAROLI WEALTH MANAGEMENT INC. · 801-89173 Also on Independent Sponsors | RUMSON, | $470M | 2 | 5 | 2015 | ||
| OLYMPIA, | $143M | 1 | 2022 | ||||
| $174M | 2015 | ||||||
| MANHATTAN BEACH, | $49.0M | 2 | 2012 | ||||
BALL & COMPANY Registered adviser · RIA / Wealth · matched BALL & COMPANY WEALTH MANAGEMENT, INC. · 801-78146 | $203M | 2 | 2012 | ||||
| $33.9M | 2026 | ||||||
| $14.8M | 2026 | ||||||
| WORCESTER, | 25 | 2026 | |||||
| BRANDON, | $246,868 | 2026 |
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.