DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| POCATELLO, | $1.3B | 2021 | ||||||
THE FIDUCIARY GROUP Registered adviser · RIA / Wealth · matched FIDUCIARY SERVICES CORPORATION · 801-9822 | SAVANNAH, | $635M | 2012 | |||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Fiduciary Financial Services Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
Meketa Investment Group Inc Firm · Private equity · matched Meketa Fiduciary Services, LLC (relying Adviser) | · probable Unsized | Westwood, | $9.7B | 1 | 11 | |||
| MEMPHIS, | $1.0B | 1 | 2016 | |||||
| BEVERLY, | $254M | 6 | 2020 | |||||
| NEW YORK, | $588M | 1 | 2012 | |||||
| CONCORD, | $269M | 4 | 2022 | |||||
| $466M | 1 | 2020 | ||||||
AFG FIDUCIARY SERVICES Registered adviser · RIA / Wealth · matched AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP · 801-119539 | HINGHAM, | $166M | 3 | 2020 | ||||
| BETHESDA, | $84.7M | 2012 | ||||||
| BETHESDA, | $37.0M | 2012 | ||||||
| 2 | 2023 | |||||||
| 1 | 2023 | |||||||
| PITTSBURGH, | 2023 | |||||||
FIDUCIARY TRUST INTERNATIONAL, LLC Registered adviser · RIA / Wealth · 801-62001 Also on Private Equity, Real Estate Funds | LINCOLN, | $7.7B | 7 | 14 | 2011 | |||
| GRAND RAPIDS, | $1.3B | 2 | 51 | 2021 | ||||
| · probable | $3.7B | 9 | 2023 | |||||
| SAVANNAH, | $2.0B | 13 | 2015 | |||||
| MILWAUKEE, | $11B | 2012 | ||||||
| SAN RAFAEL, | $1.1B | 9 | 2021 | |||||
| ST. LOUIS, | $2.1B | 3 | 2012 | |||||
| CLAYTON, | $2.2B | 1 | 2012 | |||||
| WALLINGFORD, | $2.6B | 2012 | ||||||
| NAPERVILLE, | $293M | 6 | 2012 | |||||
| CHICAGO, | $1.5B | 2012 | ||||||
| COTTONWOOD HEIGHTS, | $520M | 2 | 2011 | |||||
| CHEYENNE, | $150M | 13 | 2026 | |||||
| WASHINGTON, | $650M | 2011 | ||||||
| EDINA, | $162M | 2011 | ||||||
| NEW YORK, | $70.7M | 1 | 2013 | |||||
| $111M | 2012 | |||||||
| GAINESVILLE, | $67.8M | 2026 | ||||||
| $51.2M | 2026 | |||||||
| NEW YORK, | $19.9M | 2011 | ||||||
| 1 | 2023 | |||||||
| METAIRIE, | 2023 | |||||||
| $71.3M | 54 | 2012 | ||||||
| 2 | 1 | |||||||
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.