DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| College Station, | 335 | |||||||
| College Station, | ||||||||
| ROCHESTER, | 2026 | |||||||
| Porterville, | 237 | |||||||
| Niles, | 93 | |||||||
| Opelousas, | 94 | |||||||
| Troy, | 75 | |||||||
| Mercedes, | 66 | |||||||
| Manassas Park, | 50 | |||||||
| Port Saint Lucie, | 59 | |||||||
Upper middle market | Larkspur, | $16B | 7 | 23 | 42 | 2024 | ||
| 1990 | ||||||||
| 2002 | ||||||||
| 2005 | ||||||||
| 2014 | ||||||||
| 2014 | ||||||||
Mariner Investment Group, LLC Firm · Private equity · matched "concordia" and "concordia Muni" Including Concordia Municipal Strategies GP LLC Also on RIA / Wealth Management | · probable Unsized | Harrison, | $126B | 3 | 5 | |||
| · probable Unsized | Chicago, | $130B | 10 | |||||
ABG CONSULTANTS Registered adviser · RIA / Wealth · matched ABG CONSULTANTS, LLC · 801-69619 Also on Allocators | COTTONWOOD HEIGHTS, | $697M | 7 | 2012 | ||||
| 1 | ||||||||
Operating Eng Cons Ind Misc. Pension Fund Plan · Allocators · BD of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund | Pittsburgh, | $932M | 22 | 6 | 3 | 2025 | ||
| MODESTO, | $172M | 1 | 2022 | |||||
KOON FINANCIAL PLANNING & CONSULTING/KFP&C Registered adviser · RIA / Wealth · matched KOON FINANCIAL PLANNING & CONSULTING, LLC · 801-132426 | GREENWOOD, | $147M | 2 | 2025 | ||||
| WEST PALM BEACH, | $155M | 2012 | ||||||
| ST. LOUIS, | $196M | 2012 | ||||||
| $157M | 2012 | |||||||
| $184M | 2023 | |||||||
| ROCKVILLE, | $54.3M | 2011 | ||||||
| $44.3M | 2026 | |||||||
| CROMWELL, | $37.0M | 2026 | ||||||
| GREENWOOD VILLAGE, | $30.5M | 2026 | ||||||
| SOUTH CHARLESTON, | $26.9M | 2026 | ||||||
| HALFMOON, | $213M | 7 | 2015 | |||||
| $22.0M | 2026 | |||||||
Cumberland, MD & Vicinity Building & Construction Employees Trust Fund Plan · Allocators · Cumberland, MD & Vicinity Building & Construction Employees Trust Fun | Cumberland, | $64.3M | 12 | 4 | 4 | 2025 | ||
| $8.6M | 2026 | |||||||
| SAN JOSE, | 3 | 2015 | ||||||
| 2 | 2025 | |||||||
| $65,000 | 17 | 2024 | ||||||
| New York, | ||||||||
| Washington, | ||||||||
| 1 | 2024 | |||||||
| 1 | 2023 | |||||||
| 1 | 2023 | |||||||
PATHWAY ADVISORS GROUP Registered adviser · RIA / Wealth · matched FRIER PLANNING CONCEPTS, INC. · 801-112002 | COLORADO SPRINGS, | $79.8M | 2017 | |||||
GASSMAN FINANCIAL GROUP Registered adviser · RIA / Wealth · matched G&G PLANNING CONCEPTS, INC. · 801-78242 | JERICHO, | $50.1M | 2013 | |||||
| TULSA, | 2026 | |||||||
DBA TEXAS HOUSING CONSERVANCY Registered adviser · RIA / Wealth · 802-122462 Also on Real Estate Funds | AUSTIN, | 2026 | ||||||
| SAN DIEGO, | 2026 |
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.