DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
BLUE OCEAN CAPITAL Registered adviser · RIA / Wealth · matched CPA ASSET MANAGEMENT GROUP, LLC · 801-57664 | WEST PALM BEACH, | $619M | 5 | 2012 | ||||
CPA INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched CPA INVESTMENT ADVISORS, L.L.C. · 801-110968 | VIRGINIA BEACH, | $278M | 2017 | |||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| NEW YORK, | $18B | 154 | 2011 | |||||
| SCOTTSDALE, | $86.6M | 2026 | ||||||
| PANAMA CITY, | $41.0M | 2026 | ||||||
| · probable Lower middle market | New York, | $4.4B | 12 | 7 | 2019 | |||
Columbia Pacific Advisors, LLC Firm · Private equity Also on Real Estate Funds, RIA / Wealth Management | · candidate Lower middle market | Seattle, | $1.2B | 5 | 6 | 2022 | ||
CARDIFF PARK ADVISORS Registered adviser · RIA / Wealth · matched CARDIFF PARK ADVISORS,LLC · 801-66660 | $3.0B | 1 | 2012 | |||||
| West Palm Beach, | $2.0B | 10 | ||||||
Lower middle market | Charlotte, | $474M | 10 | 4 | 35 | 2021 | ||
CAPITAL PLANNING ADVISORS LLC Registered adviser · RIA / Wealth · 801-79170 Also on Allocators, Private Equity | ROSEVILLE, | $1.5B | 2014 | |||||
| NEW YORK, | $2.2B | 2024 | ||||||
| · candidate Lower middle market | New York, | $1.1B | 2 | 20 | 2021 | |||
| STAMFORD, | $859M | 2 | 2020 | |||||
| MELVILLE, | $253M | 3 | 2012 | |||||
| AURORA, | $592M | 2012 | ||||||
| $214M | 3 | 2023 | ||||||
| FRAZER, | $261M | 2 | 2020 | |||||
| ELLICOTT CITY, | $376M | 2012 | ||||||
| NEW YORK, | $359M | 2012 | ||||||
| NEW YORK, | $345M | 2021 | ||||||
AZZENDO WEALTH ADVISORS Registered adviser · RIA / Wealth · matched CATHY PARETO AND ASSOCIATES, INC. · 801-110395 | CORAL GABLES, | $300M | 5 | 2012 | ||||
| HOUSTON, | $114M | 2 | 2012 | |||||
| EVANSTON, | $71.9M | 2012 | ||||||
THE WEALTH CONSERVATORY Registered adviser · RIA / Wealth · matched COMPREHENSIVE PLANNING ASSOCIATES, INC. · 801-132219 | LEBANON, | $138M | 3 | 2012 | ||||
| SALT LAKE CITY, | $5.8M | 6 | 2025 | |||||
| DAYTON, | $27.0M | 2012 | ||||||
| $30.0M | 2026 | |||||||
| $27.2M | 2026 | |||||||
COMPASS Registered adviser · RIA / Wealth · matched COMPREHENSIVE PLANNING ASSOCIATES, LTD. · 801-72511 | WESTPORT, | $31.5M | 3 | 2012 | ||||
| VANCOUVER, B.C., | $47.4M | 2018 | ||||||
| ROCKFORD, | 6 | 2023 | ||||||
| MARLTON, | $3.0M | 2011 | ||||||
Distressed credit | 2 | |||||||
| $152,610 | 2023 | |||||||
| 1 | ||||||||
| BOSTON, | 2026 | |||||||
| ATLANTA, | 2026 | |||||||
Lower middle market | Provo, | $8.8B | 2 | 15 | 2022 | |||
| NORFOLK, | $862M | 19 | 2012 | |||||
| SARASOTA, | $49.2M | 2026 | ||||||
| YARDLEY, | $38.1M | 2012 | ||||||
| EVERETT, | $692M | 9 | 2012 | |||||
| $3.5M | 2026 | |||||||
| SPOKANE, | $311M | 9 | 2021 | |||||
| ATLANTA, | 2025 | |||||||
| SALT LAKE CITY, | $329M | 6 | 2022 | |||||
CPS INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched CHAS. P. SMITH & ASSOCIATES, PA, CPA'S · 801-35294 Also on Family Offices | LAKELAND, | $2.9B | 18 | 2012 | ||||
| OPELOUSAS, | $161M | 9 | 2025 |
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.