DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| BELLEVUE, | $618M | 5 | 2014 | |||
| JONESBORO, | $194M | 3 | 2022 | |||
| BELLEVUE, | $305M | 2012 | ||||
CAPITAL PLANNING ADVISORS LLC Registered adviser · RIA / Wealth · 801-79170 Also on Allocators, Private Equity | ROSEVILLE, | $1.5B | 2014 | |||
| YARDLEY, | $120M | 2011 | ||||
| MARLTON, | $3.0M | 2011 | ||||
CAPITAL PLANNING WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched CAPITAL PLANNING SERVICES CORP. | CENTER VALLEY, | 2026 | ||||
| FLOWER MOUND, | $85.0M | 2026 | ||||
| CROMWELL, | $37.0M | 2026 | ||||
| BEND, | $29.9M | 2026 | ||||
| $20.0M | 2026 | |||||
| LEWISVILLE, | $8.5M | 2026 | ||||
| MONMOUTH JUNCTION, | $6.0M | 2026 | ||||
| EAST LONGMEADOW, | 2025 | |||||
| 2026 | ||||||
| 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.