DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
FINANCIAL SYNERGIES Registered adviser · RIA / Wealth · matched FINANCIAL SYNERGIES WEALTH ADVISORS, INC. · 801-30106 | HOUSTON, | $1.8B | 17 | 2012 | ||||
| St. Louis, | $182B | 5 | 26 | 8 | ||||
| WEST HARTFORD, | $6.1B | 2016 |
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.