DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| WEST CHESTER, | $397M | 5 | 2015 | |||
| MIDLAND, | $54.1M | 2026 | ||||
| PHOENIX, | 2026 | |||||
| MT. CLEMENS, | $671M | 14 | 2023 | |||
Strategic Blueprint, LLC Family office · Family offices · matched Bourne Financial Coaching Also on RIA / Wealth Management | Atlanta, | $2.5B | 6 | |||
WALLER FINANCIAL COACHING Registered adviser · RIA / Wealth · matched WALLER FINANCIAL COACHING, INC. | CHICO, | $90.9M | 2026 | |||
EPIPHANY FINANCIAL COACHING Registered adviser · RIA / Wealth · matched EPIPHANY FINANCIAL COACHING, LLC | OVERLAND PARK, | $23.0M | 2026 | |||
INTEGRATED FINANCIAL COACHING AND PLANNING Registered adviser · RIA / Wealth · matched INTEGRATED FINANCIAL COACHING AND PLANNING, LLC | $10.6M | 2026 | ||||
| WATERLOO, | 2017 | |||||
| LAGUNA HILLS, | $28.0M | 2026 | ||||
| DAVENPORT, | 2026 | |||||
| 2026 | ||||||
| 2023 | ||||||
| SYLVANIA, | 2026 | |||||
HIGH MOUNTAIN FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched HIGH MOUNTAIN FINANCIAL COACHING LLC | $894,490 | 2026 | ||||
| 2026 | ||||||
| BURNSVILLE, | 2026 | |||||
| 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.