DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Latham, | 64 | |||||||
| · candidate Lower middle market | Stamford, | $555M | 9 | 4 | 50 | 2014 | ||
DETTERBECK WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched DWM FINANCIAL GROUP, INC. · 801-110527 | PALATINE, | $279M | 2 | 2011 | ||||
DYNASTY WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-71301 Also on Independent Sponsors, Private Equity | ST. PETERSBURG, | $14B | 2 | 14 | 2011 | |||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| SOUTH JORDAN, | $4.1B | 77 | 2024 | |||||
| WALNUT CREEK, | $4.9B | 38 | 2012 | |||||
| DURHAM, | $102M | 2012 | ||||||
DEW WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched DEW WEALTH MANAGEMENT, LLC · 801-108014 | SCOTTSDALE, | $465M | 24 | 2012 | ||||
DARWIN WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched DARWIN WEALTH MANAGEMENT, LLC · 801-80103 | TAMPA, | $614M | 13 | 2014 | ||||
Dakota Wealth, LLC Firm · Venture · matched Dakota Wealth Management · Registered investment adviser Also on RIA / Wealth Management | · candidate | Palm Beach Gardens, | $311M | 6 | 99 | 2014 | ||
| DENVER, | $530M | 12 | 2018 | |||||
| WILLIAMSVILLE, | $717M | 7 | 2012 | |||||
DIASTOLE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched DIASTOLE WEALTH MANAGEMENT, INC. · 801-57610 | GUILFORD, | $396M | 1 | 9 | 2011 | |||
| NASHVILLE, | $566M | 7 | 2012 | |||||
Drive Wealth Advisers Family office · Family offices · matched DRIVE WEALTH MANAGEMENT, LLC Also on RIA / Wealth Management | Lehi, | $1.5B | 29 | |||||
| INDIAN WELLS, | $532M | 5 | 2020 | |||||
DUCERE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched DUCERE WEALTH MANAGEMENT, LLC · 801-133896 | NEWPORT BEACH, | $504M | 8 | 2025 | ||||
| NEEDHAM, | $392M | 4 | 2012 | |||||
| MONTREAL, QUEBEC, | $1.3B | 2015 | ||||||
| GREAT FALLS, | $363M | 4 | 2023 | |||||
| TAYLOR, | $333M | 3 | 2017 | |||||
| $522M | 1 | 2012 | ||||||
| LENEXA, | $257M | 4 | 2022 | |||||
| MEQUON, | $226M | 4 | 2012 | |||||
| STOCKTON, | $317M | 3 | 2021 | |||||
| BEAVERTON, | $254M | 3 | 2019 | |||||
| PALOS VERDES ESTATES, | $257M | 3 | 2023 | |||||
DECHTMAN WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched DECHTMAN WEALTH MANAGEMENT, LLC · 801-119226 | CENTENNIAL, | $651M | 2020 | |||||
| OREM, | $540M | 2012 | ||||||
| SAN JOSE, | $221M | 3 | 2021 | |||||
| FORKED RIVER, | $172M | 3 | 2012 | |||||
| $269M | 2 | 2022 | ||||||
| ALPHARETTA, | $202M | 2 | 2021 | |||||
| ROSEVILLE, | $152M | 2 | 2018 | |||||
DIVVI WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched DIVVI WEALTH MANAGEMENT LLC · 801-134413 | KANSAS CITY, | $127M | 4 | 2025 | ||||
CI DOYLE PRIVATE WEALTH, LLC Registered adviser · RIA / Wealth · matched DOYLE WEALTH MANAGEMENT, LLC · 801-64034 | ST. PETERSBURG, | $1.6B | 2012 | |||||
| ALPINE, | $212M | 2017 | ||||||
| OAK BROOK, | $106M | 2 | 2021 | |||||
| · candidate | Fayetteville, | $40.1M | 11 | 2 | 2024 | |||
| FAIRFAX, | $239M | 2021 | ||||||
| WALNUT CREEK, | $145M | 2024 | ||||||
| PALM BEACH GARDENS, | $76.6M | 2021 | ||||||
| $110M | 2026 | |||||||
| PETALUMA, | $82.0M | 2014 | ||||||
| PHOENIX, | $108M | 2026 | ||||||
| RESTON, | $56.1M | 2012 | ||||||
| $91.5M | 2026 | |||||||
| TAMPA, | $91.3M | 2026 | ||||||
| PORTSMOUTH, | $89.7M | 2026 |
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.