DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| SALT LAKE CITY, | $147M | 2024 | |||||
| HANOVER, | $257M | 2 | 2012 | ||||
FINANCIAL ADVISORY SERVICES Registered adviser · RIA / Wealth · matched FINANCIAL ADVISORY SERVICES LLC | 2026 | ||||||
| CHARLOTTE, | $481M | 133 | 2019 | ||||
| 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 | |||
| ORMOND BEACH, | $527M | 6 | 2021 | ||||
| WESTERLY, | $278M | 3 | 2012 | ||||
| VALENCIA, | $259M | 3 | 2019 | ||||
| OKLAHOMA CITY, | $162M | 3 | 2012 | ||||
| DALLAS, | $158M | 3 | 2021 | ||||
| $196M | 1 | 2018 | |||||
| INDIANAPOLIS, | $38.6M | 2 | 2011 | ||||
| WILMETTE, | $53.6M | 2012 | |||||
| SUWANEE, | $37.3M | 2026 | |||||
| NEW YORK, | $25.8M | 2012 | |||||
AMDG FINANCIAL Registered adviser · RIA / Wealth · matched AMDG FINANCIAL ADVISORY SERVICES, LLC · 801-110577 Also on Allocators | PLYMOUTH, | $212M | 2012 | ||||
| $24.1M | 2026 | ||||||
| $21.0M | 2026 | ||||||
| $10.0M | 2026 | ||||||
| $1.3M | 2026 | ||||||
| $1.1M | 2026 | ||||||
HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS Registered adviser · RIA / Wealth · matched HOLIFIELD FINANCIAL ADVISORY SERVICES, INC · 801-116854 | SAINT PETERSBURG, | 2011 | |||||
| CROWN POINT, | 2026 | ||||||
GRUNDY FINANCIAL ADVISORY SERVICES Registered adviser · RIA / Wealth · matched GRUNDY FINANCIAL ADVISORY SERVICES, LLC | 2025 | ||||||
| SEAL BEACH, | 2026 | ||||||
| 2026 | |||||||
| New York, | 4 | ||||||
| $2.8M | 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.