DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | |||||||
| SEAL BEACH, | $20.6M | 2012 | ||||||
| $107M | 163 | 2012 | ||||||
FIRSTRUST FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched FIRSTRUST FINANCIAL RESOURCES, LLC | CONSHOHOCKEN, | 2026 | ||||||
THE J R BAKER GROUP Registered adviser · RIA / Wealth · matched FFR FINANCIAL & INSURANCE SERVICES LLC · 801-69427 | $58.4M | 1 | 2012 | |||||
| $250,000 | 16 | 2016 | ||||||
| 1979 | ||||||||
| 2015 | ||||||||
Cortec Group Management Services, LLC Firm · Private equity · matched Jeffrey a. Lipsitz (relying Adviser) | · probable Upper middle market | New York, | $6.9B | 11 | 16 | 53 | 2023 | |
Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 Allocator · Allocators · 100M-1B Also on Family Offices | Villa Park, | $301M | 13 | 1 | 2024 | |||
Lower middle market | Provo, | $8.8B | 2 | 15 | 2022 | |||
Jeffrey H and Shari L Aronsonfamily Foundation Allocator · Allocators · 100M-1B Also on Family Offices | Saratoga Springs, | $176M | 7 | 1 | 3 | 2024 | ||
| MINNEAPOLIS, | $124B | 2012 | ||||||
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-132626 Also on Private Equity | FLORHAM PARK, | $162M | 16 | 2017 | ||||
| ESSEX, | $416M | 2 | 2012 | |||||
JEFFREY JOSEPH MANAGEMENT Registered adviser · RIA / Wealth · matched JEFFREY JOSEPH MANAGEMENT, INC. | $98.7M | 2026 | ||||||
| SACRAMENTO, | $76.2M | 2026 | ||||||
Tredyffrin Township Police Pension Plan Allocator · Allocators · matched TREDYFFRIN TWP POLICE PENSION PLAN · <100M | $46.9M | 2024 | ||||||
A-FFR-13-FUND, A SERIES OF ANGELLIST OMNIBUS, LLC Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $118,800 | 19 | 2019 | |||||
| MAPLE GROVE, | $32.2M | 2026 | ||||||
| ATLANTA, | $28.1M | 2026 | ||||||
| $15.2M | 2026 | |||||||
Piper Jaffray Investment Management, LLC Firm · Private equity · matched Piper Jaffray Investment Management LLC Also on RIA / Wealth Management | · probable Lower middle market | Minneapolis, | $1.5M | 1 | 3 | 2013 | ||
ROCHESTER FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched FELDMAN JEFFREY MARK · 801-57098 | $341M | 1 | 2012 | |||||
| MINNEAPOLIS, | $5.6M | 2026 | ||||||
BOGDANOVICH WEALTH MANAGEMENT PLLC Registered adviser · RIA / Wealth · matched JEFFREY JAY BOGDANOVICH · 801-63131 | EDMONDS, | $271M | 2012 | |||||
JEFFRIES WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched JEFFRIES WEALTH MANAGEMENT, LLC | $2.7M | 2026 | ||||||
| MIAMI, | $2.1M | 2026 | ||||||
| $1.5M | 2025 | |||||||
| $50,001 | 2025 | |||||||
| $89.1M | 2026 | |||||||
| FLORHAM PARK, | 2015 | |||||||
| FORT LAUDERDALE, | 2014 | |||||||
| 2026 | ||||||||
| CLAYTON, | $55.1M | 2026 | ||||||
| HUNTINGTON BEACH, | $49.2M | 2026 | ||||||
| $29.0M | 2026 | |||||||
| MARBLEHEAD, | $24.0M | 2025 | ||||||
| $6.0M | 2026 | |||||||
Loffredo Gardens, Inc. Company · Sponsors · matched LOFFREDO FRESH PRODUCE CO., INC. · Grocery wholesale | Des Moines, | 450 | ||||||
| Seattle, | 442 | |||||||
| $2.9M | 2026 | |||||||
| Milwaukee, | 280 | |||||||
| Morristown, | 231 | |||||||
| $1.3M | 2026 | |||||||
| Fort Collins, | 107 | |||||||
| Plymouth Meeting, | 106 | |||||||
Jeffreys Venuresdba Aspen Ba Company · Sponsors · matched JEFFREY VENTURES INC · Other professional services | Denver, | 52 | ||||||
| Tampa, | 79 | |||||||
| Idaho Falls, | 75 |
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.