DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Atlanta, | 64 | |||||||
| CAMBRIDGE, | $2.4B | 52 | 2012 | |||||
EFS ASSET MANAGEMENT LLC Registered adviser · RIA / Wealth · 801-37873 Also on Private Credit, Private Equity | DALLAS, | $70.0M | 1 | 2012 | ||||
Empirical Wealth Management Firm · Venture · matched Empirical Financial Services, LLC · Registered investment adviser | · candidate | Seattle, | $5.5B | 1 | 2 | 51 | 2018 | |
| ESSEX, | $4.2B | 33 | 2011 | |||||
| FAIRFAX, | $22B | 2012 | ||||||
| CHARLOTTESVILLE, | $195M | 3 | 2018 | |||||
| BANGOR, | $146M | 3 | 2012 | |||||
| · probable Lower middle market | San Antonio, | $346M | 46 | 1 | 4 | 2023 | ||
| $139M | 1 | 2023 | ||||||
ECON WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched ECON FINANCIAL SERVICES CORPORATION · 801-104471 | HARRISBURG, | $232M | 4 | 2015 | ||||
| WEXFORD, | $106M | 2026 | ||||||
CND FINANCIAL Registered adviser · RIA / Wealth · matched EXECUTIVE FINANCIAL SERVICES INC · 801-121895 | LIVONIA, | $199M | 3 | 2012 | ||||
EDWARDS FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched EDWARDS FINANCIAL SERVICES INC. | WINTER PARK, | $69.0M | 2026 | |||||
| $34.1M | 2014 | |||||||
| $48.5M | 2026 | |||||||
| $43.5M | 2026 | |||||||
| $32.5M | 2012 | |||||||
| ROCHESTER HILLS, | $23.0M | 2026 | ||||||
| MIAMI BEACH, | $12.0M | 2026 | ||||||
| $8.3M | 2026 | |||||||
| FORT WORTH, | $4.8M | 2026 | ||||||
| $4.5M | 2024 | |||||||
| SAN RAMON, | $2.5M | 2026 | ||||||
| SAN DIEGO, | $2.2M | 2026 | ||||||
| MIAMI, | $1.4M | 2026 | ||||||
| $129,952 | 2023 | |||||||
| 2025 | ||||||||
| WOODCLIFF LAKE, | 2026 | |||||||
| 2026 | ||||||||
| LONGMONT, | 2026 | |||||||
| 2026 | ||||||||
| LA MESA, | 2026 | |||||||
| 2026 | ||||||||
Eagle Financial Services Inc Pension Plans Allocator · Allocators · matched Eagle Financial Services Inc | Berryville, | |||||||
| COLUMBUS, | $19.5M | 2026 | ||||||
| $6.2M | 1 | 4 | 2031 | |||||
| 1987 | ||||||||
| 2013 | ||||||||
| 2014 | ||||||||
| 1 | 1 | 2031 | ||||||
| Denver, | $10.0M | 1 | ||||||
| $114M | 1 | 2012 | ||||||
| $3.4M | 10 | 2016 | ||||||
| 1999 | ||||||||
| Fairbanks, | 1,287 | |||||||
| Fairfield, | 1,162 | |||||||
The Retirement Benefit Plan of Sky Chefs for Employees Represented by Unite Here Plan · Allocators · SKY Chefs, LLC | Irving, | $84.5M | 2024 | |||||
| Effingham, | 532 | |||||||
The Retirement Benefit Plan for Sky Chefs for Officer, Management & Specialist and Non-Management, Non-Union Personnel Plan · Allocators · SKY Chefs, LLC | Irving, | $60.4M | 2024 |
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.