DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| GRAND RAPIDS, | $1.1B | 9 | 2012 | ||||
Rovin Capital Manager · RE funds · matched Financial Advisory Corporation · Under 1b Also on Private Credit, RIA / Wealth Management | · candidate | Mesa, | $21.0M | 1 | 3 | 2024 | |
WESCOTT FINANCIAL ADVISORY GROUP LLC Registered adviser · RIA / Wealth · 801-29752 Also on Family Offices, Private Equity | PHILADELPHIA, | $4.2B | 23 | 2012 | |||
| CHARLOTTE, | $481M | 133 | 2019 | ||||
| BEAVERCREEK, | $1.4B | 40 | 2012 | ||||
| RESTON, | $1.4B | 18 | 2012 | ||||
KEATING FINANCIAL ADVISORY SERVICES Registered adviser · RIA / Wealth · matched KEATING FINANCIAL ADVISORY SERVICES, INC. · 801-126770 | MANHATTAN, | $1.5B | 29 | 2022 | |||
| LEESBURG, | $1.2B | 1 | 10 | 2012 | |||
| CLEVELAND, | $901M | 13 | 2016 | ||||
| DALLAS, | $1.0B | 8 | 2012 | ||||
URBAN FINANCIAL ADVISORY CORPORATION Registered adviser · RIA / Wealth · matched URBAN FINANCIAL ADVISORY CORP · 801-47160 | CHICAGO, | $1.3B | 3 | 2012 | |||
| SAN ANTONIO, | $657M | 6 | 2012 | ||||
| ATLANTA, | $624M | 6 | 2012 | ||||
| ORMOND BEACH, | $527M | 6 | 2021 | ||||
| FAIRHOPE, | $468M | 6 | 2014 | ||||
| GLASTONBURY, | $636M | 4 | 2021 | ||||
BLACKSTON FINANCIAL ADVISORY GROUP, LLC Registered adviser · RIA / Wealth · matched BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC · 801-112486 | THE VILLAGES, | $333M | 6 | 2018 | |||
| WINTER PARK, | $378M | 4 | 2020 | ||||
| HOUSTON, | $1.2B | 2012 | |||||
| EAST LANSING, | $378M | 4 | 2023 | ||||
| WESTERLY, | $278M | 3 | 2012 | ||||
| CINCINNATI, | $936M | 2022 | |||||
| FORT MYERS, | $262M | 3 | 2023 | ||||
| ATLANTA, | $662M | 2012 | |||||
| VALENCIA, | $259M | 3 | 2019 | ||||
| SAN DIEGO, | $274M | 3 | 2023 | ||||
| CAMPBELL, | $673M | 2018 | |||||
MACKE FINANCIAL ADVISORY GROUP Registered adviser · RIA / Wealth · matched MACKE FINANCIAL ADVISORY GROUP, INC. · 801-57221 | FORT MYERS, | $176M | 3 | 2012 | |||
| HANOVER, | $257M | 2 | 2012 | ||||
| CINCINNATI, | $493M | 2012 | |||||
| DENTON, | $435M | 2012 | |||||
| OKLAHOMA CITY, | $162M | 3 | 2012 | ||||
| DALLAS, | $158M | 3 | 2021 | ||||
| CHARLOTTE, | $181M | 2 | 2024 | ||||
SIERRA FINANCIAL ADVISORY Registered adviser · RIA / Wealth · matched SIERRA FINANCIAL ADVISORY INCORPORATED · 801-117220 | $145M | 2 | 2019 | ||||
| $196M | 1 | 2018 | |||||
| ASHLAND, | $176M | 1 | 2012 | ||||
| MONTEVIDEO, | $199M | 1 | 2021 | ||||
| COLORADO SPRINGS, | $159M | 2013 | |||||
LIFE PLAN FINANCIAL ADVISORY GROUP, LLC Registered adviser · RIA / Wealth · matched LIFEPLAN FINANCIAL ADVISORY GROUP, LLC · 801-113343 | ROCHESTER HILLS, | $157M | 2012 | ||||
WORTH ADVISORS Registered adviser · RIA / Wealth · matched WORTH FINANCIAL ADVISORY GROUP, LLC · 801-120877 | CHARLOTTE, | $281M | 7 | 2021 | |||
| SALT LAKE CITY, | $147M | 2024 | |||||
| BRENTWOOD, | $105M | 2012 | |||||
| SAN ANTONIO, | $118M | 2023 | |||||
ROBBINS WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched ROBBINS FINANCIAL ADVISORY SERVICE INC · 801-38204 | ERIE, | $242M | 3 | 2012 | |||
| NEW YORK, | $62.2M | 2014 | |||||
| INDIANAPOLIS, | $38.6M | 2 | 2011 | ||||
| $97.5M | 2026 | ||||||
| LAGUNA HILLS, | $93.5M | 2026 | |||||
| $88.0M | 2026 |
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.