DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Saint Augustine, | 1 | |||||||
| Chanhassen, | 881 | |||||||
Bernard & Johnson Family Wealth Management Family office · Family offices · matched BERNARD & JOHNSON, LLC · Bernard & Johnson family Also on RIA / Wealth Management | Pasadena, | $113M | 3 | |||||
| ROYAL OAK, | $314M | 3 | 2020 | |||||
| Fort Pierce, | $123M | 2025 | ||||||
| New York, | $327M | 14 | 3 | 4 | 2024 | |||
| Nashville, | 92 | |||||||
| $16B | 2025 | |||||||
| NEW YORK, | $17B | 2008 | ||||||
| Eagan, | 70 | |||||||
| 2011 | ||||||||
| 1980 | ||||||||
| 2015 | ||||||||
| 2011 | ||||||||
| 1990 | ||||||||
| RUSSELLVILLE, | $136M | 31 | 2012 | |||||
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 | |||
| 1983 | ||||||||
| 2014 | ||||||||
| 2010 | ||||||||
| 1995 | ||||||||
| 2014 | ||||||||
| 2015 | ||||||||
| 1981 | ||||||||
| 2007 | ||||||||
Bernard Kai Yip Person · RIA / Wealth · matched BERNARD K YPI · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 1993 | |||||||
| 2014 | ||||||||
| 2010 | ||||||||
| 2005 | ||||||||
| 2001 | ||||||||
| 2007 | ||||||||
| $334M | 2012 | |||||||
| 2016 | ||||||||
| 1997 | ||||||||
| 2002 | ||||||||
| 2015 | ||||||||
| 1995 | ||||||||
| 2001 | ||||||||
| 1986 | ||||||||
| 2006 | ||||||||
Bernard Allen III Person · RIA / Wealth · matched BERNARD G ALLEN · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1986 | |||||||
| 2015 | ||||||||
| 2006 | ||||||||
| 1982 | ||||||||
| 2007 | ||||||||
| 2015 | ||||||||
Oneseven | 1998 | |||||||
| 1983 | ||||||||
| 2 | 5 | 2 | ||||||
| 2000 |
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.