DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| SAN FRANCISCO, | 6,783 | 2011 | ||||||
| SAN FRANCISCO, | $1721B | 37 | 2012 | |||||
CHARLES SCHWAB INVESTMENT ADVISORY, INC Registered adviser · RIA / Wealth · matched CHARLES SCHWAB INVESTMENT ADVISORY, INC. · 801-70737 | SAN FRANCISCO, | $66B | 2012 | |||||
| 1 | 2022 | |||||||
| 2 | 2022 | |||||||
| 39 | 2025 | |||||||
| 47 | 2025 | |||||||
| 10 | 2025 | |||||||
| 1 | ||||||||
| 1 | 1 | 1 | ||||||
Charles Schwab Person · Venture · Have a customized investment portfolio personalized for your goals., Empirical Wealth Management | ||||||||
| 2002 | ||||||||
| 2007 | ||||||||
| 1 | 2022 | |||||||
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.