DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
THE FINANCIAL PLANNING CO. Registered adviser · RIA / Wealth · matched THE FINANCIAL PLANNING COMPANY OF MINNESOTA | $28.9M | 2026 | |||||
THE FINANCIAL PLANNING COMPANY Registered adviser · RIA / Wealth · matched THE FINANCIAL PLANNING COMPANY LLC | $11.8M | 2026 | |||||
| FORT WAYNE, | $213M | 7 | 2022 | ||||
| WHITE PLAINS, | $74.7M | 1 | 2014 | ||||
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 | |||||
| ELLISVILLE, | $30.2M | 2026 | |||||
| $17.0M | 2026 | ||||||
FINANCIAL PLANNING PARTNERS Registered adviser · RIA / Wealth · matched FINANCIAL PLANNING PARTNERS, INC. | $14.1M | 2026 | |||||
| BETTENDORT, | $9.0M | 2012 | |||||
| SCOTCH PLAINS, | $2.5M | 2015 | |||||
| $2.1M | 2026 | ||||||
| APTOS, | 2026 | ||||||
| · probable Lower middle market | Akron, | $20B | 10 | ||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched United Team Tax & Financial Planning Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | |
| SOUTHFIELD, | $2.0B | 17 | 2012 | ||||
| INDIANAPOLIS, | $2.1B | 13 | 2015 | ||||
| FT WORTH, | $9.7B | 2011 | |||||
| SPOKANE, | $727M | 15 | 2017 | ||||
| BEDFORD, | $590M | 12 | 2016 | ||||
| SPARTA, | $761M | 8 | 2012 | ||||
| SALEM, | $914M | 7 | 2012 | ||||
OLIO FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched OLIO FINANCIAL PLANNING, LLC · 801-111849 | MCLEAN, | $601M | 11 | 2017 | |||
VALTINSON BRUNER FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched VALTINSON BRUNER FINANCIAL PLANNING LLC · 801-113830 | NEW BRIGHTON, | $712M | 7 | 2018 | |||
| COLUMBUS, | $748M | 6 | 2011 | ||||
KEENER FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched KEENER FINANCIAL PLANNING, LLC · 801-115127 | KELLER, | $479M | 10 | 2019 | |||
| KNOXVILLE, | $522M | 10 | 2021 | ||||
| CARMEL, | $390M | 11 | 2012 | ||||
CYPRESS FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched CYPRESS FINANCIAL PLANNING, LLC · 801-112700 | HADDON HEIGHTS, | $490M | 7 | 2018 | |||
| FARMINGTON, | $319M | 12 | 2018 | ||||
| PORTSMOUTH, | $401M | 7 | 2012 | ||||
| EAST PETERSBURG, | $434M | 6 | 2012 | ||||
| MEMPHIS, | $462M | 8 | 2022 | ||||
| HYANNIS, | $397M | 6 | 2018 | ||||
| SAINT CLAIR SHORES, | $469M | 4 | 2018 | ||||
FELLOWSHIP FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched FELLOWSHIP FINANCIAL PLANNING, LLC · 801-129755 | SPOKANE, | $465M | 6 | 2024 | |||
| INDIANAPOLIS, | $338M | 6 | 2019 | ||||
| ORLANDO, | $330M | 5 | 2018 | ||||
| MEMPHIS, | $435M | 3 | 2012 | ||||
| $298M | 6 | 2022 | |||||
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC · 801-135497 | ST. PETERSBURG, | $107M | 46 | 2026 | |||
| DE PERE, | $1.1B | 2012 | |||||
| HAUPPAUGE, | $347M | 4 | 2018 | ||||
| CINCINNATI, | $343M | 4 | 2012 |
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.