DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| WHITE PLAINS, | $74.7M | 1 | 2014 | |||
| ELLISVILLE, | $30.2M | 2026 | ||||
| APTOS, | 2026 | |||||
| $8.3M | 2026 | |||||
| FORT WAYNE, | $213M | 7 | 2022 | |||
FINANCIAL PLANNING SERVICES, INC. Registered adviser · RIA / Wealth · matched FINANCIAL PLANNING SERVICES, INC · 801-112781 | RALEIGH, | $141M | 2012 | |||
| ALTON, | $50.9M | 1 | 2012 | |||
| THE WOODLANDS, | $106M | 2026 | ||||
| WYOMISSING, | $105M | 2026 | ||||
| PRIOR LAKE, | $55.0M | 2011 | ||||
| LEAWOOD, | $54.4M | 2026 | ||||
| MERCHANTVILLE, | $48.5M | 2025 | ||||
| FORT LAUDERDALE, | $20.0M | 2020 | ||||
| $28.9M | 2026 | |||||
| $17.0M | 2026 | |||||
FINANCIAL PLANNING PARTNERS Registered adviser · RIA / Wealth · matched FINANCIAL PLANNING PARTNERS, INC. | $14.1M | 2026 | ||||
THE FINANCIAL PLANNING COMPANY Registered adviser · RIA / Wealth · matched THE FINANCIAL PLANNING COMPANY LLC | $11.8M | 2026 | ||||
| BETTENDORT, | $9.0M | 2012 | ||||
| SCOTCH PLAINS, | $2.5M | 2015 | ||||
| $2.1M | 2026 | |||||
| 2 |
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.