DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| MINNEAPOLIS, | $31B | 6 | 2011 | |||||
| $54.0M | 1 | 2012 | ||||||
| PALM BEACH, | 2026 | |||||||
| Cleveland, | 95 | |||||||
| · probable Lower middle market | Singapore, | $90.0M | 15 | 1 | 1 | |||
CLIFTON GUNDERSON WEALTH ADVISORS Registered adviser · RIA / Wealth · matched CLIFTON GUNDERSON WEALTH ADVISORS LLC · 801-58266 | MIDDLETON, | $848M | 2012 | |||||
| 1993 | ||||||||
| 2004 | ||||||||
| 1987 | ||||||||
| 1997 | ||||||||
| 2011 | ||||||||
| 2016 | ||||||||
| 1995 | ||||||||
| 2001 | ||||||||
| 2011 | ||||||||
| 2006 | ||||||||
| 1991 | ||||||||
| 1999 | ||||||||
| 2008 | ||||||||
| 2014 | ||||||||
Balentine | 2015 | |||||||
| 1979 | ||||||||
| 1999 | ||||||||
| 2013 | ||||||||
| 2004 | ||||||||
| 2004 | ||||||||
| 2000 | ||||||||
| 1997 | ||||||||
| 1984 | ||||||||
| 1984 | ||||||||
| 1994 | ||||||||
| 2013 | ||||||||
| 1992 | ||||||||
| 2016 | ||||||||
| 2000 | ||||||||
| 2013 | ||||||||
| 1980 | ||||||||
CLIFTON MYERS FINANCIAL ADVISORY Registered adviser · RIA / Wealth · matched CLIFTON MYERS FINANCIAL ADVISORY, INC. | ROUND ROCK, | $2.2M | 2026 | |||||
| 2014 | ||||||||
| 2016 | ||||||||
| 2015 | ||||||||
| 1988 | ||||||||
| 1998 | ||||||||
| 2013 | ||||||||
| 2013 | ||||||||
| 1992 | ||||||||
| $6.9M | 2023 | |||||||
| 1994 | ||||||||
Captrust | 2008 |
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.