DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| CHAPEL HILL, | $33.3M | 1 | 2011 | |||
CLIENT 1ST ADVISORY GROUP Registered adviser · RIA / Wealth · matched CLIENT FIRST ADVISORS,INC. · 801-60336 | CLEARWATER, | $141M | 2012 | |||
| $6.3M | 2026 | |||||
| WEST BEND, | $272M | 8 | 2021 | |||
| $270M | 1 | 2019 | ||||
| Fairfax, | 124 |
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.