DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| Mount Laurel, | 1 | ||||||
| New York, | 132 | ||||||
| $118M | 10 | 2012 | |||||
| Miami, | 138 | ||||||
| Clackamas, | 60 | ||||||
| Bloomington, | 58 | ||||||
| Santa Monica, | 112 | ||||||
| Providence, | 80 | ||||||
Bliss Guinane Person · RIA / Wealth · matched BLISS GUINANE DAY · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012 | ||||||
| Edmond, | 1 | ||||||
| 1 | 1 | ||||||
BLISS MARGARET BERNAL Person · RIA / Wealth · matched BLISS MARGARET WOOLMINGTON Also on Private Equity, Venture Capital | Pathstone | 2013 | |||||
| 2005 | |||||||
| 1994 | |||||||
| 1997 | |||||||
| 2004 | |||||||
| 2010 | |||||||
| 2016 | |||||||
| 1979 | |||||||
| 1985 | |||||||
| 2001 | |||||||
| 2014 | |||||||
| 2000 | |||||||
| 1983 | |||||||
| 1991 | |||||||
| 2000 | |||||||
| 2014 | |||||||
| 1995 | |||||||
| 2014 | |||||||
| 2005 | |||||||
MARGARET BLISS BEGGS TOWLE Person · RIA / Wealth · matched MARGARET BLISS KRATT · WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2004 | ||||||
| 1988 | |||||||
| 1997 | |||||||
| 2015 | |||||||
SARAH BLISS SCHATTNER Person · RIA / Wealth · matched SARAH BLISS COOK · DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | 2010 | ||||||
| 1991 | |||||||
| 2016 | |||||||
| 2011 | |||||||
| 2006 | |||||||
| 1987 | |||||||
| 1993 | |||||||
| 2015 | |||||||
| 2002 | |||||||
| 2012 | |||||||
| 2015 | |||||||
| North Andover, | 86 | ||||||
| 4 | 3 | ||||||
| 2 | |||||||
| Blissfield, | 80 | ||||||
| Chattanooga, | 118 |
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.