DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| DALLAS, | $225M | 2 | 2012 | |||
| TAMPA, | $41.4M | 1 | 2012 | |||
| 2017 | ||||||
PROSPERITY CAPITAL ADVISORS Registered adviser · RIA / Wealth · matched C2P CAPITAL ADVISORY GROUP, LLC · 801-72187 | WESTLAKE, | $4.4B | 102 | 2011 | ||
REHMANN WEALTH Registered adviser · RIA / Wealth · matched REHMANN CAPITAL ADVISORY GROUP, LLC · 801-64587 | LANSING, | $5.3B | 41 | 2011 | ||
| PHOENIX, | $539M | 2012 | ||||
| CHARLOTTE, | $224M | 2 | 2024 | |||
| EL CERRITO, | $26.6M | 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.