DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
CARTOGRAPHER Registered adviser · RIA / Wealth · matched CFS, LLC · 801-67969 Also on Real Estate Funds | OKLAHOMA CITY, | $80.9M | 10 | 2012 | ||||
| TOTOWA, | $2.7B | 10 | 2012 | |||||
| 6 | ||||||||
| PARIS, | $35B | 6 | 2014 | |||||
| ATHENS, | $1.7B | 29 | 2014 | |||||
| NORTHFIELD, | $1.7B | 12 | 2012 | |||||
COMMONWEALTH FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched COMMONWEALTH FINANCIAL SERVICES, LLC. · 801-127499 | VIENNA, | $995M | 17 | 2023 | ||||
| SAN DIEGO, | $5.4B | 2012 | ||||||
CGC FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched CGC FINANCIAL SERVICES, LLC · 801-78845 | LAKE OSWEGO, | $876M | 7 | 2013 | ||||
| $124M | 1 | 6 | 2026 | |||||
| ARLINGTON, | $22.6M | 2026 | ||||||
| SALEM, | $1.7M | 2026 | ||||||
COMPASS FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched COMPASS FINANCIAL SERVICES, INC. · 801-118466 | WEST DES MOINES, | $407M | 7 | 2020 | ||||
CAMBRIDGE FINANCIAL SERVICES INC Registered adviser · RIA / Wealth · matched CAMBRIDGE FINANCIAL SERVICES, INC. · 801-29605 | GREENWICH, | $2.7B | 2012 | |||||
Strategic Blueprint, LLC Family office · Family offices · matched Compass Financial Services Also on RIA / Wealth Management | Atlanta, | $2.5B | 6 | |||||
CALDERWOOD FINANCIAL STRATEGIES, INC. Registered adviser · RIA / Wealth · 801-120801 Also on Allocators | HOUSTON, | $229M | 4 | 2021 | ||||
| SHELTON, | $184M | 3 | 2012 | |||||
| AUSTIN, | $208M | 3 | 2019 | |||||
CLAYTON WEALTH PARTNERS Registered adviser · RIA / Wealth · matched CLAYTON FINANCIAL SERVICES INC · 801-17344 | TOPEKA, | $910M | 7 | 2012 | ||||
| DENVER, | $427M | 2021 | ||||||
| KNOXVILLE, | $124M | 3 | 2021 | |||||
| HOUSTON, | $438M | 2012 | ||||||
CASCADE FINANCIAL STRATEGIES Registered adviser · RIA / Wealth · matched CASCADE FINANCIAL STRATEGIES, LLC · 801-132417 | BEND, | $151M | 3 | 2025 | ||||
| ORLANDO, | $125M | 3 | 2026 | |||||
| BLOOMFIELD HILLS, | $337M | 2012 | ||||||
Harvest Investment Services, LLC Firm · Private equity · matched Corrigan Financial Services, Inc Also on RIA / Wealth Management | · probable Unsized | Oakbrook Terrace, | $282M | 1 | 14 | 2021 | ||
| SAINT LOUIS PARK, | $218M | 2011 | ||||||
Lower middle market | Sydney, Nsw, | $225M | 6 | 12 | 9 | 2021 | ||
| MINOT, | $213M | 2012 | ||||||
| DALLAS, | $144M | 1 | 2011 | |||||
| PARKERSBURG, | $158M | 2011 | ||||||
CHAPPELWOOD FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched CHAPPELWOOD FINANCIAL SERVICES CORP. · 801-135860 | EDMOND, | $113M | 3 | 2026 | ||||
| PLYMOUTH MEETING, | $178M | 2021 | ||||||
| PITTSBURGH, | $197M | 2012 | ||||||
| DAYTON, | $176M | 2012 | ||||||
| ST PAUL, | $135M | 2012 | ||||||
| CLIFTON PARK, | $128M | 2012 | ||||||
| NEW YORK, | $101M | 2012 | ||||||
| BURBANK, | $115M | 2012 | ||||||
| IRONDALE, | $69.8M | 2011 | ||||||
COLORADO FINANCIAL SERVICE CORPORATION Registered adviser · RIA / Wealth · 801-76716 Also on Venture Capital | CENTENNIAL, | $6.0M | 15 | 2012 | ||||
| BLOOMINGTON, | $78.5M | 2026 | ||||||
| SAN ANTONIO, | $56.5M | 2012 | ||||||
| DALLAS, | $50.1M | 2012 | ||||||
| LAS VEGAS, | $60.0M | 2026 | ||||||
| TULSA, | $55.2M | 2026 | ||||||
| FRANKLIN, | $46.0M | 2012 | ||||||
| LARCHMONT, | $35.2M | 2018 | ||||||
| $15.1M | 1 | 2015 | ||||||
| GLENDALE, | $36.5M | 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.