DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| Atlanta, | $59.0M | 7 | 6 | 2026 | |||
| $12.0M | 96 | 2014 | |||||
| $47.0M | 98 | 2017 | |||||
| $60.9M | 78 | 2021 | |||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Forte Capital Group Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | |
| ROCHESTER, | $1.5B | 2012 | |||||
| $315M | 1 | 2012 | |||||
PIANO WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched FORTE ADVISORY SERVICES,LLC · 801-129483 | VICTOR, | $50.6M | 1 | 2024 | |||
| 5 | |||||||
| El Segundo, | |||||||
| 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.