DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Lehi, | 1 | |||||||
BRIDGE FINANCIAL STRATEGIES Registered adviser · RIA / Wealth · matched BRIDGE FINANCIAL STRATEGIES, LLC | SCOTTSDALE, | $89.5M | 2026 | |||||
THE BRIDGE FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched THE BRIDGE FINANCIAL ADVISORS LLC | $7.1M | 2026 | ||||||
| PALM HARBOR, | $131M | 3 | 2026 | |||||
| $100M | 2 | 2024 | ||||||
| $40.3M | 2026 | |||||||
| POTOMAC, | 2026 | |||||||
| 2026 | ||||||||
Bridge Investment Group Firm · Private equity · matched Bridge Investment Group Ventures Fund Manager LLC | · candidate Middle market | Sandy, | $47B | 4 | 3 | 26 | 2022 | |
| $67.6M | 31 | 10 | 8 | 2022 | ||||
| HOUSTON, | $687M | 1 | 2022 | |||||
| PASADENA, | $453M | 2011 | ||||||
| · probable Lower middle market | Dublin 4, | $681,343 | 1 | 19 | ||||
| 2023 | ||||||||
| Issaquah, | 382 | |||||||
| Gadsden, | 155 | |||||||
| Kansas City, | 1 | |||||||
| Brooklyn, | 1 | |||||||
| 6 | ||||||||
| 1 | 1 | |||||||
| Houston, | $265B | 2025 | ||||||
| WORMLEYSBURG, | $2.3B | 25 | 2023 | |||||
| $1.7M | 2015 | |||||||
| ST. LOUIS, | $2.4B | 7 | 2025 | |||||
STONEBRIDGE FINANCIAL GROUP Registered adviser · RIA / Wealth · matched STONEBRIDGE FINANCIAL GROUP, LLC · 801-135258 | SAN RAFAEL, | $896M | 15 | 2026 | ||||
| GRAND RAPIDS, | $739M | 5 | 2017 | |||||
| TUCSON, | $646M | 5 | 2017 | |||||
| HARRISBURG, | $731M | 3 | 2015 | |||||
| TAMPA, | $413M | 9 | 2020 | |||||
CAMBRIDGE FINANCIAL SERVICES INC Registered adviser · RIA / Wealth · matched CAMBRIDGE FINANCIAL SERVICES, INC. · 801-29605 | GREENWICH, | $2.7B | 2012 | |||||
| GREENWICH, | $2.2B | 2012 | ||||||
| ORLANDO, | $330M | 5 | 2018 | |||||
| COLUMBUS, | $331M | 3 | 2012 | |||||
| OGLESBY, | $39.8M | 3 | 2024 | |||||
| CAMBRIDGE, | $100M | 2012 | ||||||
ICEBRIDGE FINANCIAL GROUP Registered adviser · RIA / Wealth · matched ICEBRIDGE FINANCIAL GROUP, LLC · 801-126673 | BOCA RATON, | $40.2M | 1 | 2022 | ||||
STONEBRIDGE FINANCIAL SOLUTIONS, INC Registered adviser · RIA / Wealth · matched STONEBRIDGE FINANCIAL SOLUTIONS, INC. | LONE TREE, | $41.7M | 2026 | |||||
| $8.1M | 2026 | |||||||
CAMBRIDGE FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched CAMBRIDGE FINANCIAL SERVICES, LLC | $5.0M | 2025 | ||||||
| SALIDA, | 4 | 2024 | ||||||
STONEBRIDGE CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched STONEBRIDGE FINANCIAL INC · 801-40364 | PARAMUS, | $198M | 2011 | |||||
WOLFBRIDGE WEALTH Registered adviser · RIA / Wealth · matched WOLFBRIDGE FINANCIAL CORPORATION · 801-69667 | DURHAM, | $88.9M | 2026 | |||||
| COLUMBUS, | 2026 | |||||||
| CAMPBELL, | 2026 | |||||||
CAMBRIDGE ADVISORS Registered adviser · RIA / Wealth · matched CAMBRIDGE FINANCIAL SERVICES, LTD · 801-30978 | RICHMOND, | $45.0M | 2012 | |||||
| Paramus, | 498 | |||||||
| Grand Rapids, | 2 | |||||||
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.