DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 5 | |||||||
| MITCHELL, | $141M | 2019 | |||||
DICE FINANCIAL INVESTMENT ADVISORY Registered adviser · RIA / Wealth · matched DICE, THOMAS JOEL · 801-117401 | MITCHELL, | $129M | 2019 | ||||
| North Brunswick, | 58 | ||||||
| Bay City, | 76 | ||||||
| 2015 | |||||||
| 1987 | |||||||
| 2002 | |||||||
| 2015 | |||||||
| 1995 | |||||||
| 1993 | |||||||
| 1991 | |||||||
| 2010 | |||||||
| 2015 | |||||||
| 2001 | |||||||
| 1995 | |||||||
| 2004 | |||||||
| 1988 | |||||||
| Lexington, | 376 | ||||||
| SYDNEY, | $1.4B | 2012 | |||||
| Newton, | 1 | ||||||
| $152M | 2 | 2023 | |||||
| MONTVALE, | $2.2M | 2012 | |||||
ARCH INDICES INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched ARCH INDICES INVESTMENT ADVISORS LLC · 801-128324 | $530,000 | 2023 | |||||
| Neptune, | 335 | ||||||
| Liverpool, | 447 | ||||||
| Ashland, | 56 | ||||||
DEBRA DELGIUDICE HANAFORD Person · RIA / Wealth · matched DEBRA MARIE DELGIUDICE · J.P. MORGAN SECURITIES LLC | 1996 | ||||||
Candice Lee Gilman Person · RIA / Wealth · matched CANDICE LEE MAHRENHOLZ · STIRLINGSHIRE INVESTMENTS | 2008 | ||||||
| 2006 | |||||||
| 2000 | |||||||
Candice Adkinson Burton Parker Person · RIA / Wealth · matched CANDICE ARLENE BURTON · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2008 | ||||||
| 1990 | |||||||
| 1992 | |||||||
CANDICE OWENS HOWELL Person · RIA / Wealth · matched CANDICE L OWENS · TRUIST ADVISORY SERVICES, INC. | 2006 | ||||||
Candice Rose Holland Person · RIA / Wealth · matched CANDICE ROSE WRIGHT · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2004 | ||||||
Roberto Antonio Yudice Person · RIA / Wealth · matched Roberto Antonio Yudice de la Guardia · SYNERGY INVESTMENT MANAGEMENT LLC | 2015 | ||||||
| 2014 | |||||||
| 2015 | |||||||
CANDICE L MOBLEY Person · RIA / Wealth · matched CANDICE L THOMAS · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2000 | ||||||
| 2014 | |||||||
CANDICE MARIE GOLDEN Person · RIA / Wealth · matched CANDICE MARIE VANCE · CHARLES SCHWAB & CO., INC. | 2011 | ||||||
| 2009 | |||||||
| 2016 | |||||||
| 2003 | |||||||
| 2012 | |||||||
| 2015 | |||||||
| 2014 | |||||||
| 2013 | |||||||
| 2013 |
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.