DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| $30.5M | 2026 | |||||
| $32.7M | 2012 | |||||
| SPRINGFIELD, | $1.2B | 6 | 2015 | |||
| KALISPELL, | $405M | 4 | 2025 | |||
| WILLIAMSTON, | $249M | 6 | 2022 | |||
| RALEIGH, | $112M | 3 | 2023 | |||
| SAN JOSE, | $125M | 2012 | ||||
| $85.3M | 2012 | |||||
| $96.8M | 2026 | |||||
EVERGREEN WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched EVERGREEN WEALTH MANAGEMENT LLC | BOSTON, | $62.5M | 2026 | |||
| DURANGO, | $46.2M | 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.