DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | |||||||
| 1 | ||||||||
| · probable | $30B | 5 | 2024 | |||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Concord Financial Group LLC Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
Lower middle market | Summit, | $262M | 14 | 4 | 15 | 2022 | ||
| ABINGDON, | $639M | 2 | 2020 | |||||
CONCORD ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched CONCORD ASSET MANAGEMENT, LLC · 801-61970 | CHICAGO, | $467M | 2012 | |||||
| NEW YORK, | $129M | 2012 | ||||||
| NEW YORK, | $46.6M | 2012 | ||||||
| MATAWAN, | 2011 | |||||||
| Maitland, | 481 | |||||||
| Hopkins, | 447 | |||||||
| $3.0M | 1 | 8 |
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.