DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| FORT WAYNE, | $213M | 7 | 2022 | ||||
| THE WOODLANDS, | $106M | 2026 | |||||
| MERCHANTVILLE, | $48.5M | 2025 | |||||
FINANCIAL PLANNING SERVICES, INC. Registered adviser · RIA / Wealth · matched FINANCIAL PLANNING SERVICES, INC · 801-112781 | RALEIGH, | $141M | 2012 | ||||
| BETTENDORT, | $9.0M | 2012 | |||||
| FORT LAUDERDALE, | $20.0M | 2020 | |||||
| SPOKANE, | $727M | 15 | 2017 | ||||
| SENECA, | $226M | 1 | 3 | 2012 | |||
| CEDAR RAPIDS, | $730M | 2012 | |||||
Harvest Investment Services, LLC Firm · Private equity · matched Progressive Financial Planning Services, Inc. Also on RIA / Wealth Management | · probable Unsized | Oakbrook Terrace, | $282M | 1 | 14 | 2021 | |
| SARASOTA, | $126M | 2 | 2025 | ||||
CORNERSTONE CAPITAL ADVISORS Registered adviser · RIA / Wealth · matched MBS FINANCIAL PLANNING SERVICES, INC · 801-22384 Also on Allocators | UNIONTOWN, | $520M | 2012 | ||||
| ALEXANDRIA, | $60.0M | 2026 | |||||
| INGOMAR, | $35.0M | 2012 | |||||
| $21.2M | 2026 | ||||||
| $18.6M | 2026 | ||||||
| $1.0M | 2026 | ||||||
| HEIDELBERG, | $4.1M | 2 | 2013 | ||||
USAA FINANCIAL PLANNING SERVICES Registered adviser · RIA / Wealth · matched USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. · 801-53347 | SAN ANTONIO, | 2012 | |||||
| 2026 | |||||||
| CHERRY HILL, | 2025 | ||||||
| FREDERICKSBURG, | 2026 | ||||||
| 2014 | |||||||
| MARLTON, | 2026 | ||||||
| 2017 | |||||||
| 2026 | |||||||
COBBLESTONE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched R.S. PALASTRO FINANCIAL PLANNING SERVICES, INC. | BROOKLYN, | 2026 | |||||
ED DOUGLAS Registered adviser · RIA / Wealth · matched ED DOUGLAS CERTIFIED FINANCIAL PLANNING SERVICES | 2026 | ||||||
| WHITE PLAINS, | $74.7M | 1 | 2014 | ||||
| ALTON, | $50.9M | 1 | 2012 | ||||
| WYOMISSING, | $105M | 2026 | |||||
| PRIOR LAKE, | $55.0M | 2011 | |||||
| LEAWOOD, | $54.4M | 2026 | |||||
| ELLISVILLE, | $30.2M | 2026 | |||||
| $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 | |||||
| SCOTCH PLAINS, | $2.5M | 2015 | |||||
| $2.1M | 2026 | ||||||
| APTOS, | 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.