DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| ANNAPOLIS, | $138M | 2026 | ||||||
| PHILADELPHIA, | $36B | 1 | 2012 | |||||
| $1.3B | 7 | 2021 | ||||||
CLARK FINANCIAL SERVICES GROUP, INC. Registered adviser · RIA / Wealth · matched CLARK FINANCIAL SERVICES GROUP INC · 801-50052 | CHESTERFIELD, | $499M | 5 | 2012 | ||||
| DANA POINT, | $344M | 3 | 2012 | |||||
| BIRMINGHAM, | $282M | 2012 | ||||||
| Lancaster, | 202 | |||||||
| $230,000 | 2025 | |||||||
| Haddonfield, | 53 | |||||||
| 1 | ||||||||
| PORTLAND, | $196M | 3 | 2012 | |||||
| Cooperstown, | $454M | 1 | 2024 | |||||
| · candidate | 1 | |||||||
| Worcester, | $770M | 2025 | ||||||
| ATHENS, | $27.7M | 2026 | ||||||
| New York, | $416M | 3 | ||||||
| O'FALLON, | $260M | 4 | 2022 | |||||
| OAK PARK, | $1.3M | 2023 | ||||||
| Bethesda, | $447M | 7 | 2024 | |||||
CLARK BROTHERS INVESTMENTS Registered adviser · RIA / Wealth · matched CLARK BROTHERS, INC. · 801-117731 | AURORA, | $90.0M | 2019 | |||||
| Waynesboro, | 132 | |||||||
| VANCOUVER, BC, | $86B | 10 | 2012 | |||||
| 2025 | ||||||||
| Virginia Beach, | 508 | |||||||
| Florence, | 61 | |||||||
| Chicago, | 220 | |||||||
| LOS ANGELES, | $76.5M | 2012 | ||||||
ALPHA WEALTH STRATEGIES, LLC Registered adviser · RIA / Wealth · matched CLARK MONROE BLACKMAN L.L.C. · 801-121887 | $220M | 2 | 2012 | |||||
| Portage, | 69 | |||||||
| Lincoln, | 191 | |||||||
| Bellevue, | 411 | |||||||
| OMAHA, | $53.0M | 2026 | ||||||
| Strongsville, | 310 | |||||||
| MIAMI, | $8.5M | 2026 | ||||||
| Harrisburg, | 365 | |||||||
| Bethesda, | $177M | 2024 | ||||||
| Blairsville, | 8 | 101 | ||||||
Lewis & Clark Partners, LLC Firm · Venture · matched Lewis & Clark Equity Partners, LLC · Registered investment adviser Also on Private Equity, RIA / Wealth Management | · probable | St. Louis, | $263M | 2 | 8 | 6 | 2023 | |
| Portland, | 155 | |||||||
| Lodi, | 1,219 | |||||||
| BIRMINGHAM, | $10.7M | 2026 | ||||||
Lower middle market | Jacksonville Beach, | $416M | 32 | 6 | 19 | 2022 | ||
| Columbus, | 122 | |||||||
| Chatsworth, | 60 | |||||||
| 2016 | ||||||||
| 2015 | ||||||||
| 2 | 2023 | |||||||
| 2004 | ||||||||
| 2010 | ||||||||
| 2012 |
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.