DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | 2 | |||||||
| SAN DIEGO, | $780M | 6 | 2017 | |||||
Creative Ventures Management, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Oakland, | $85.2M | 6 | 5 | 2022 | |||
CREATIVE INVESTMENT GROUP Registered adviser · RIA / Wealth · matched CREATIVE INVESTMENT GROUP LLC · 801-131641 | NASHVILLE, | $209M | 6 | 2024 | ||||
| SAN DIEGO, | $298M | 2012 | ||||||
CREATIVE ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched FINANCIAL PLUS INC.T/A CREATIVE ASSET MANAGEMENT · 801-69135 | $35.0M | 2012 | ||||||
CREATIVE CAPITAL Registered adviser · RIA / Wealth · matched CREATIVE CAPITAL FUNDING LLC · 801-120488 | 3 | 2021 | ||||||
| Jonesboro, | 388 | |||||||
| Paramus, | 385 | |||||||
| Chevy Chase, | 364 | |||||||
| Rockledge, | 268 | |||||||
| 1 | 2022 | |||||||
| LITTLETON, | $293,250 | 2026 | ||||||
| 2026 | ||||||||
CREATIVE FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched CREATIVE FINANCIAL PARTNERS, INC | ATLANTA, | 2026 | ||||||
| Houston, | 72 | |||||||
CREATIVE VENTURES FUND, L.P. Fund · RIA / Wealth · CREATIVE VENTURES MANAGEMENT, LLC Also on Venture Capital | $27.6M | 8 | 2023 | |||||
CREATIVE PLANNING Registered adviser · RIA / Wealth · matched CREATIVE PLANNING, LLC · 801-18564 Also on Independent Sponsors, Private Equity | OVERLAND PARK, | $296B | 5 | 1,163 | 2012 | |||
| KOKOMO, | $2.9B | 162 | 2012 | |||||
Creative Ventures GP, LLC Firm · Venture · matched Creative Ventures GP Ii,llc · Exempt reporting adviser | · probable | Oakland, | $18.1M | 1 | 3 | |||
| BLOOMFIELD, | $31.6M | 2026 | ||||||
| 20 | 2025 | |||||||
| Fenton, | 1,838 | |||||||
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC Registered adviser · RIA / Wealth · 801-64265 Also on Allocators | NEWPORT BEACH, | $38B | 95 | 2012 | ||||
| Los Angeles, | 2,576 | |||||||
| $127M | 5 | 3 | 2029 | |||||
| GLENDALE, | $23.0M | 2026 | ||||||
| 2026 | ||||||||
| Elk Grove Village, | 322 | |||||||
| Milpitas, | 132 | |||||||
| Little Chute, | 62 | |||||||
| Long Valley, | $25.4M | |||||||
| San Francisco, | 64 | |||||||
| Costa Mesa, | 117 | |||||||
| Oceanside, | 107 | |||||||
| ISLANDIA, | $61.5M | 2012 | ||||||
| Indianapolis, | 98 | |||||||
| Overland Park, | 228 | |||||||
| High Point, | 150 | |||||||
| Rosedale, | 265 | |||||||
| Anaheim, | 64 | |||||||
| $19.9M | 2026 | |||||||
| Jonesboro, | 572 | |||||||
| Raliegh, | 124 | |||||||
Lower middle market | Toronto, Ontario, | $55.4M | 3 | 1 | 2023 | |||
| San Jose, | 152 | |||||||
| Sioux Falls, | 150 | |||||||
| Elk Grove, | 82 | |||||||
| Greenville, | 111 | |||||||
| Louisville, | 170 |
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.