DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
CM WEALTH ADVISORS LLC Registered adviser · RIA / Wealth · 801-62376 Also on Independent Sponsors, Private Equity | BEACHWOOD, | $3.6B | 30 | 5 | 2012 | ||
| CINCINNATI, | $1.2B | 9 | 2012 | ||||
| CHICAGO, | $389M | 12 | 2015 | ||||
| 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.