DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
CORE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched CORE WEALTH ADVISORS, LLC · 801-132613 | INDIANAPOLIS, | $144M | 3 | 2025 | ||
| LAKELAND, | $702M | 11 | 2015 | |||
| SANTA ROSA, | $393M | 5 | 2022 | |||
| JUPITER, | $405M | 3 | 2018 | |||
| OKLAHOMA CITY, | $37.6M | 2026 | ||||
ENCORE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched ENCORE WEALTH ADVISORS, LLC · 801-134311 | MORRIS, | $122M | 1 | 2025 | ||
| $12.3M | 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.