DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | 2 | |||||||
FREED ADVISORS Registered adviser · RIA / Wealth · matched SUSAN FREED & ASSOCIATES, INC. · 801-31518 | CHEVY CHASE, | $319M | 2012 | |||||
| BOSTON, | $225M | 2017 | ||||||
| Kensington, | 84 | |||||||
| 1 | ||||||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
| Buffalo, | 520 | |||||||
| FRANKLIN, | $546M | 7 | 2016 | |||||
Patriot Financial Manager, L.P. Firm · Private equity · matched Patriot Freedom Advisors, LLC (relying Adviser) | Middle market | Radnor, | $1.0B | 85 | 7 | 14 | 2023 | |
| CINCINNATI, | $443M | 3 | 2012 | |||||
| WATERFORD, | $213M | 6 | 2012 | |||||
| SNOQUALMIE, | $182M | 3 | 2021 | |||||
| BRADENTON, | $157M | 5 | 2025 | |||||
| ORLEANS, | $172M | 1 | 2012 | |||||
| · candidate Lower middle market | New York, | $1.1B | 30 | 15 | 23 | 2024 | ||
| BINGHAM FARMS, | $203M | 2011 | ||||||
SHERMAN PORTFOLIOS Registered adviser · RIA / Wealth · matched TRUE FREEDOM INVESTING, LLC · 801-126397 | COEUR D'ALENE, | $1.6B | 2 | 2022 | ||||
| Washington, | $650M | 1 | 2024 | |||||
| GUAYNABO, | $881M | 6 | 2017 | |||||
FINANCIAL FREEDOM CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched FINANCIAL FREEDOM CAPITAL MANAGEMENT LLP | $77.4M | 2026 | ||||||
| $65.2M | 2026 | |||||||
| · probable Lower middle market | Austin, | $10.6M | 1 | 1 | ||||
| $20.4M | 2026 | |||||||
| $17.0M | 2026 | |||||||
| WICHITA, | $14.1M | 2026 | ||||||
| New York, | $3.4B | 94 | 13 | 2024 | ||||
FREEDOM ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT · 801-132831 | SPOKANE, | $142M | 1 | 2025 | ||||
| $8.1M | 2026 | |||||||
| BOISE, | $585M | 3 | 2024 | |||||
| HOUSTON, | $615M | 5 | 2011 | |||||
RPG Family Wealth Advisory, LLC Family office · Family offices · matched Freedom Financial Also on RIA / Wealth Management | Burlington, | $701M | 7 | |||||
| New York, | ||||||||
| PASADENA, | 2022 | |||||||
| RICHARDSON, | $324,837 | 2026 | ||||||
New Freedom Bor Non-Unif Employees Pension Plan Allocator · Allocators · matched NEW FREEDOM BOR NON-UNIF EMP PENSION PLAN · <100M | $498,729 | 2022 | ||||||
| ADDISON, | $1,500 | 2026 | ||||||
| 2026 | ||||||||
| LA CRESCENTA, | 2026 | |||||||
FINANCIAL FREEDOM PLANNERS Registered adviser · RIA / Wealth · matched FINANCIAL FREEDOM PLANNERS, LLC | GLEN ALLEN, | 2026 | ||||||
| 2026 | ||||||||
| FEASTERVILLE, | 2011 | |||||||
| $162M | 5 | 2020 | ||||||
| Southlake, | 748 | |||||||
| DENVER, | $1.9B | 1 | 2011 | |||||
| APPLETON, | $6.3M | 2026 | ||||||
| Ridgefield, | 569 | |||||||
| Milton, | 404 | |||||||
| Hickory, | 60 | |||||||
| Bethesda, | 244 | |||||||
| Philadelphia, | 512 |
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.