DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Portland, | 1,297 | |||||||
| SAN DIEGO, | $1.4B | 7 | 2023 | |||||
| 3 | ||||||||
| COLORADO SPRINGS, | $420M | 4 | 2012 | |||||
| OREGON CITY, | $360M | 3 | 2012 | |||||
| DENVER, | $337M | 2012 | ||||||
CASCADE FINANCIAL STRATEGIES Registered adviser · RIA / Wealth · matched CASCADE FINANCIAL STRATEGIES, LLC · 801-132417 | BEND, | $151M | 3 | 2025 | ||||
CFG REGISTERED INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched CASCADE ASSET MANAGERS, LLC · 801-62819 | GRAND RAPIDS, | $97.4M | 2012 | |||||
| Orem, | 231 | |||||||
| Madison, | 133 | |||||||
| 5 | 4 | 1 | ||||||
| $74.6M | 21 | 2022 | ||||||
| 4 | ||||||||
| $30.7M | 2026 | |||||||
| WENATCHEE, | $228M | 3 | 2021 | |||||
| Santa Fe Springs, | 5 | 89 | ||||||
| $213M | 5 | 8 | 2030 | |||||
CWC Advisors, LLC Manager · RE funds · matched Cascade Wealth Group · Under 1b Also on RIA / Wealth Management | · candidate | Lake Oswego, | $39.8M | 2 | 7 | 2013 | ||
| Ferndale, | 329 | |||||||
| Portland, | 281 | |||||||
| Bothell, | 1,064 | |||||||
| Cascade, | 269 | |||||||
| Seattle, | 489 | |||||||
| Everett, | 231 | |||||||
| Eugene, | 72 | |||||||
| Woodinville, Washington, Unite, | 1 | |||||||
| MEDFORD, | $91.9M | 2012 | ||||||
| Stanwood, | 56 | |||||||
| Elyria, | 103 | |||||||
| Grand Rapids, | 730 | |||||||
| Bellevue, | 198 | |||||||
| ANN Arbor, | $109M | 2025 | ||||||
| Portland, | 58 | |||||||
| SAN FRANCISCO, | 2016 | |||||||
| Brush Prairie, | 105 | |||||||
| Houston, | 101 | |||||||
| Portland, | 200 | |||||||
| Seattle, | 1 | |||||||
| LA JOLLA, | 2025 | |||||||
| Seattle, | 79 | |||||||
| Halsey, | 62 | |||||||
| White City, | 132 | |||||||
| Chehalis, | 249 | |||||||
| $37.8M | 2026 | |||||||
| Kansas City, | 90 | |||||||
| Grand Rapids, | 430 | |||||||
| Denver, | 1 | |||||||
| Portland, | 50 | |||||||
| Bend, | 1 | |||||||
| Albany, | 59 |
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.