DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| NAPLES, | $54.8M | 2012 | ||||||
| WEST BEND, | $126M | 1 | 2014 | |||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
U.S. CAPITAL WEALTH ADVISORS, LLC Registered adviser · RIA / Wealth · 801-110515 Also on Independent Sponsors, Private Credit | HOUSTON, | $8.8B | 1 | 2017 | ||||
| HENDERSON, | $408M | 5 | 2012 | |||||
| SPOKANE, | $913M | 2012 | ||||||
| GARDEN CITY, | $212M | 4 | 2017 | |||||
PACIFIC CAPITAL Registered adviser · RIA / Wealth · matched PACIFIC CAPITAL WEALTH ADVISORS, INC. · 801-80494 | CORONA, | $821M | 5 | 2011 | ||||
Kingsbury Capital Investment Advisors LLC Firm · Private equity · matched Legacy Capital Wealth Advisors, LLC Also on RIA / Wealth Management | · probable Lower middle market | $136M | 12 | 1 | 5 | 2016 | ||
VANGUARD CAPITAL Registered adviser · RIA / Wealth · matched VANGUARD CAPITAL WEALTH ADVISORS, LLC · 801-108419 | DENVER, | $190M | 5 | 2016 | ||||
| NORFOLK, | $64.8M | 2026 | ||||||
YES WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched S CAPITAL WEALTH ADVISORS, LLC · 801-128782 | MAHTOMEDI, | $127M | 3 | 2023 | ||||
| $25.1M | 2026 | |||||||
| $12.8M | 2026 | |||||||
SC WEALTH ADVISORS Registered adviser · RIA / Wealth · matched SECURE CAPITAL WEALTH ADVISORS LLC Also on Allocators | OAKBROOK TERRACE, | $37.2M | 2026 | |||||
EPIC CAPITAL WEALTH ADVISORS Registered adviser · RIA / Wealth · matched EPIC CAPITAL WEALTH ADVISORS, LLC · 801-131349 | HEBER CITY, | 2024 | ||||||
| WEST WARWICK, | $1.1B | 12 | 2012 | |||||
| SCRANTON, | $423M | 2 | 2020 | |||||
| · probable Lower middle market | Harleysville, | $610M | 2 | 2 | 2024 | |||
| LEHI, | $116M | 4 | 2026 | |||||
| SANTA BARBARA, | $50.0M | 2026 | ||||||
| COLUMBIA, | $23.9M | 2026 | ||||||
| TEWKSBURY, | $12.0M | 2026 | ||||||
| BLUE BELL, | 2024 |
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.