DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| CHARLOTTE, | $4.1B | 2012 | ||||||
| · candidate Unsized | Atlanta, | $563M | 1 | 4 | 2022 | |||
CARROLL ADVISORY GROUP Registered adviser · RIA / Wealth · matched CARROLL ADVISORY GROUP, LLC · 801-132029 | TEXARKANA, | $341M | 4 | 2025 | ||||
| MT PLEASANT, | $221M | 2 | 2020 | |||||
| $163M | 1 | 2025 | ||||||
| $21.2M | 2026 | |||||||
THE ALPINE FINANCIAL GROUP Registered adviser · RIA / Wealth · matched THE CARROLL FINANCIAL GROUP, INC. · 801-63897 | CINCINNATI, | $77.5M | 2012 | |||||
| Atlanta, | 745 | |||||||
| 6 | ||||||||
| 1 | 1 | |||||||
Jacquelyn Diane Robinson Person · RIA / Wealth · matched CARROLL · IP FINANCIAL ADVISORY SERVICES LLC | 1991 | |||||||
| · probable Unsized | 1 | 1 |
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.