DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 1 | |||||||
| 2007 | |||||||
Cassi Busby Martinez Person · RIA / Wealth · matched CASSI ELIZABETH BUSBY · AMERIPRISE FINANCIAL SERVICES, LLC | 2015 | ||||||
CASSILLY FINANCIAL Registered adviser · RIA / Wealth · matched CASSILLY FINANCIAL GROUP, LLC · 801-132612 | SEVERNA PARK, | $136M | 2 | 2025 | |||
| Eugene, | 376 | ||||||
| $64.3M | 1 | ||||||
| WINSTON SALEM, | $251M | 4 | 2020 | ||||
| Riviera Beach, | 320 | ||||||
| Reno, | 59 | ||||||
| SEVERNA PARK, | 2026 | ||||||
| Atlanta, | $97.2M | 5 | 1 | 2026 | |||
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Pathstone | 2014 | ||||||
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Shannon Cassidy Stoehr Person · RIA / Wealth · matched SHANNON CASSIDY · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 1994 | ||||||
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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.