DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| High Point, | 91 | |||||||
| $665M | 135 | 2012 | ||||||
| OAK BROOK, | $763M | 5 | 2012 | |||||
| $205M | 4 | 2024 | ||||||
| San Rafael, | $121M | 6 | ||||||
| SOUTHERN PINES, | $148M | 2 | 2012 | |||||
| SAN RAFAEL, | $137M | 2022 | ||||||
| COLUMBUS, | $125M | 2012 | ||||||
DAVIS FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched DAVIS FINANCIAL PLANNING, LLC · 801-123715 | ASHEVILLE, | $101M | 2022 | |||||
DEPENDENT FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched DEPENDENT FINANCIAL PLANNING LLC | $47.3M | 2026 | ||||||
| NORTH ANDOVER, | $25.7M | 2026 | ||||||
| $22.2M | 2025 | |||||||
| $19.4M | 2026 | |||||||
| PALM DESERT, | $7.9M | 2026 | ||||||
| $7.5M | 2026 | |||||||
| $17.0M | 16 | 2019 | ||||||
| HERNDON, | $5.2M | 2026 | ||||||
| GRANVILLE, | $52.8M | 2026 | ||||||
| TALLAHASSEE, | $2.5M | 2026 | ||||||
| $1.0M | 2021 | |||||||
DYNAMIC FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched DYNAMIC FINANCIAL PLANNING LLC | $915,782 | 2026 | ||||||
| $551,705 | 2026 | |||||||
| DALLAS, | 2025 | |||||||
| 2026 | ||||||||
| 2026 | ||||||||
| PAOLI, | 2026 | |||||||
| EAGLE, | 2026 | |||||||
| LOS ANGELES, | 2026 | |||||||
| MEMPHIS, | 2026 | |||||||
| 2026 | ||||||||
| ST. PETERSBURG, | 2023 | |||||||
| Cleveland, | 334 | |||||||
| $809,559 | 39 | 2012 | ||||||
| SANDY, | 2016 | |||||||
| CLOVIS, | $51.3M | 2026 | ||||||
Oncology Institute, Inc. Company · Venture · matched DFP Healthcare Acquisitions Corp. · Form D equity offering | Cerritos, | 1 | ||||||
| $115M | 2 | 2015 |
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.