DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $10.4M | 32 | 2012 | |||||
| $35.5M | 2 | 7 | 2021 | ||||
| PLYMOUTH MEETING, | $178M | 2021 | |||||
CONVERGENT FINANCIAL GROUP Registered adviser · RIA / Wealth · matched CONVERGENT FINANCIAL GROUP, LLC | MOUNT PLEASANT, | $72.1M | 2026 | ||||
| BOSTON, | $17.1M | 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.