DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Fort Myers, | 174 | |||||||
| KALAMAZOO, | $1.3B | 7 | 2018 | |||||
| · probable | Newport Beach, | $336M | 28 | 8 | 2023 | |||
CONFLUENCE FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched CONFLUENCE WEALTH SERVICES, INC. · 801-120711 | MCMURRAY, | $7.8B | 45 | 2021 | ||||
| PALM DESERT, | $1.3B | 14 | 2017 | |||||
| $5.2M | 2026 | |||||||
| Austin, | 1,181 | |||||||
Cottonwood Wealth Strategies, LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | Salt Lake City, | $279M | 1 | 6 | 2022 | ||
| BOCA RATON, | $374M | 4 | 2012 | |||||
CAISSA WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched CAISSA WEALTH STRATEGIES, LLC · 801-114229 | BLOOMINGTON, | $297M | 5 | 2018 | ||||
| NEWPORT BEACH, | 2026 | |||||||
| KENNEWICK, | $1.0B | 2018 | ||||||
| TAMPA, | $121M | 9 | 2024 | |||||
| LA GRANDE, | $226M | 2 | 2023 | |||||
CHESSMAN WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched CHESSMAN WEALTH STRATEGIES, INC. · 801-71912 | DALLAS, | $180M | 2012 | |||||
| PARSIPPANY, | $91.7M | 2026 | ||||||
| OMAHA, | $53.0M | 2026 | ||||||
| SANTA BARBARA, | $50.0M | 2026 | ||||||
| $42.1M | 2026 | |||||||
| BARRINGTON, | $41.7M | 2026 | ||||||
| CARY, | $38.9M | 2026 | ||||||
| PROVO, | $28.4M | 2026 | ||||||
| $26.3M | 2026 | |||||||
| $26.0M | 2026 | |||||||
| $22.5M | 2026 | |||||||
CRISTATA INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched CRISTATA WEALTH SOLUTIONS, LLC · 801-69820 | $55.1M | 2 | 2012 | |||||
| $10.9M | 2026 | |||||||
| $84.2M | 2026 | |||||||
ADAMS-HANSEN & ASSOCIATES Registered adviser · RIA / Wealth · matched CREATIVE WEALTH STRATEGIES · 801-72676 | MINNETONKA, | $66.3M | 2026 | |||||
| OMAHA, | $62.0M | 2026 | ||||||
| 1 | 2023 | |||||||
| BLOOMINGTON, | 2017 | |||||||
| BALTIMORE, | 2026 | |||||||
| ATLANTA, | 2023 | |||||||
| 2026 | ||||||||
| Rutland, | ||||||||
| 1 | ||||||||
| Fort Myers, | 137 | |||||||
| $35.3M | 102 | 2016 | ||||||
| $19.9M | 90 | 2016 | ||||||
CWS Saf VI, LLC Real estate fund vehicle · RE funds · CWS Capital Partners LLC Also on RIA / Wealth Management | $35.3M | 102 | 2016 | |||||
CWS Saf V, LLC Real estate fund vehicle · RE funds · CWS Capital Partners LLC Also on RIA / Wealth Management | $19.9M | 90 | 2016 | |||||
| $28.1M | 114 | 2016 | ||||||
| $15.7M | 112 | 2016 | ||||||
CWS Saf VII, LLC Real estate fund vehicle · RE funds · CWS Capital Partners LLC Also on RIA / Wealth Management | $28.1M | 114 | 2016 | |||||
CWS Saf IV, LLC Real estate fund vehicle · RE funds · CWS Capital Partners LLC Also on RIA / Wealth Management | $15.7M | 112 | 2016 | |||||
| $25.9M | 93 | 2016 | ||||||
CWS Saf III, LLC Real estate fund vehicle · RE funds · CWS Capital Partners LLC Also on RIA / Wealth Management | $25.9M | 93 | 2016 | |||||
| $20.9M | 1 | 1 | 2030 | |||||
| $28.8M | 73 | 2018 |
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.