DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| ST. LOUIS, | $41B | 43 | 2012 | |||||
| SAN MATEO, | $14B | 2011 | ||||||
| NEW YORK, | $2.4B | 2012 | ||||||
FLORIDA ATLANTIC SECURITIES CORP. Registered adviser · RIA / Wealth · 801-136968 Also on Private Equity, Real Estate Funds | MIAMI, | $590M | 1 | 4 | 2026 | |||
| HANOVER, | $257M | 2 | 2012 | |||||
| SALT LAKE CITY, | $147M | 2024 | ||||||
| NEWPORT BEACH, | $68.0M | 1 | 2012 | |||||
| CEDAR FALLS, | $102M | 2026 | ||||||
| $37.4M | 2023 | |||||||
| DALLAS, | $22.8M | 2012 | ||||||
PIANO WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched FORTE ADVISORY SERVICES,LLC · 801-129483 | VICTOR, | $50.6M | 1 | 2024 | ||||
| $4.5M | 2026 | |||||||
| BROOKLYN, | $3.3M | 2024 | ||||||
| 2 | 2023 | |||||||
| SAN DIEGO, | 2011 | |||||||
| PITTSBURGH, | 2012 | |||||||
| 2013 | ||||||||
| ST. LOUIS, | 2012 | |||||||
FINANCIAL ADVISORY SERVICES Registered adviser · RIA / Wealth · matched FINANCIAL ADVISORY SERVICES LLC | 2026 | |||||||
| FOUNTAIN VALLEY, | 2026 | |||||||
| LEAWOOD, | $3.8B | 23 | 2011 | |||||
| Michigan City, | 170 | |||||||
| BOSTON, | $292M | 1 | 2012 | |||||
| · candidate | London, | $120M | 2 | 5 | 2024 | |||
| Berne, | 8 | 76 | ||||||
| Greenwich, | ||||||||
| San Francisco, | 1,262 | |||||||
INVESTORS FASTTRACK Registered adviser · RIA / Wealth · matched PAUL CHARBONNET DBA "INVESTORS FASTTRACK" · 801-72610 | BATON ROUGE, | 2012 | ||||||
| Middleton, | 2,264 | |||||||
| LONDON, | $115M | 1 | 2016 | |||||
| Greenfield, | 1,103 | |||||||
| Chico, | 879 | |||||||
| Champaign, | 58 | |||||||
| Versailles, | 569 | |||||||
| Kalamazoo, | 677 | |||||||
| Birmingham, | 655 | |||||||
| Denton, | 400 | |||||||
| Saddle Brook, | 478 | |||||||
| Port Washington, | 416 | |||||||
| Spring, | 397 | |||||||
| Hazel Park, | 258 | |||||||
| Phoenix, | 368 | |||||||
| Houston, | 361 | |||||||
| Madison Heights, | 334 | |||||||
| Mobile, | 328 | |||||||
| St. Louis, | 323 | |||||||
| Columbus, | 312 | |||||||
| Roanoke, | 193 | |||||||
| Alsip, | 64 | |||||||
| Arlington, | 276 |
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.