DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| 1 | ||||||||
| Chicago, | 285 | |||||||
| SAN Francisco, | $262M | 5 | 2024 | |||||
| Los Angeles, | 101 | |||||||
| San Jose, | 59 | |||||||
| San Jose, | 1 | |||||||
| Manhattan Beach, | 1 | |||||||
| · probable Middle market | Stockholm, | $1.4B | 76 | 4 | 34 | |||
| 2000 | ||||||||
| 2005 | ||||||||
| Pompano Beach, | $600M | 2 | 2024 | |||||
Kristine Elisabeth Menko Person · RIA / Wealth · matched KRISTINE ELISABETH CONFORTI · OSAIC WEALTH, INC. | 2001 | |||||||
Devon Elise Killian Person · RIA / Wealth · matched DEVON ELISE SIMPSON · HUNTINGTON FINANCIAL ADVISORS | 2010 | |||||||
Jo Ann Elisabeth Favia Person · RIA / Wealth · matched JOANN ELISABETH PIZZELLO · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 1991 | |||||||
JODI ELISE LEWIS Person · RIA / Wealth · matched JODI ELISE LEZOTTE · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2007 | |||||||
| 2004 | ||||||||
SARAH ELISABETH LOUISE ARNOLD Person · RIA / Wealth · matched SARAH ELISABETH LOUISE WEBB · SKYLINE ADVISORS, INC. | 2004 | |||||||
| 2001 | ||||||||
| 2012 | ||||||||
| 1998 | ||||||||
| 2013 | ||||||||
Mary Elisabeth Damstetter Person · RIA / Wealth · matched MARY ELISABETH MCGINNIS · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2001 | |||||||
| 2013 | ||||||||
| 2012 | ||||||||
| 2005 | ||||||||
| 2005 | ||||||||
| 2005 | ||||||||
AMANDA ELISE DEVILBISS FULLER Person · RIA / Wealth · matched AMANDA ELISE DEVILBISS · IMPACT PARTNERSHIP WEALTH, LLC | 2005 | |||||||
| 2010 | ||||||||
CATHERINE ELISE BOCK Person · RIA / Wealth · matched CATHERINE ELISE LEGGETT · SEI INVESTMENTS MANAGEMENT CORP | 2011 | |||||||
| 2010 | ||||||||
| 2008 | ||||||||
KATHLEEN ELISABETH FRANK Person · RIA / Wealth · matched KATHLEEN ELISABETH COOPER · STIFEL, NICOLAUS & COMPANY, INCORPORATED | 2000 | |||||||
| 2004 | ||||||||
Lindsey Elise Boriack Person · RIA / Wealth · matched LINDSEY ELISE MUHLMAN · CETERA INVESTMENT ADVISERS LLC | 2008 | |||||||
| 2016 | ||||||||
| 1991 | ||||||||
MARY ELISE FLANIGAN Person · RIA / Wealth · matched MARY ELISE CONDON · KESTRA ADVISORY SERVICES, LLC | 2004 | |||||||
MICHELLE ELISE ANTHONY Person · RIA / Wealth · matched MICHELLE ELISE MURPHY-WALL · CENTAURUS FINANCIAL, INC. | 2003 | |||||||
| 2000 | ||||||||
RACHEL ELISABETH MANCINI Person · RIA / Wealth · matched RACHEL ELISABETH LARIVIERE · CITIZENS SECURITIES, INC. | 2013 | |||||||
| 2014 | ||||||||
| 1999 | ||||||||
| 2015 | ||||||||
| 2013 | ||||||||
Jessica Elise Taylor Person · RIA / Wealth · matched JESSICA ELISE ELLER · TOLLESON PRIVATE WEALTH MANAGEMENT | 2013 | |||||||
| 2010 | ||||||||
KAILA ELISE KELLEHER Person · RIA / Wealth · matched KAILA ELISE COLLINS · MERCER GLOBAL ADVISORS INC. | 2014 | |||||||
| 2008 |
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.