DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| CHICAGO, | $16B | 18 | 2012 | |||||
| $8.4M | 29 | 2012 | ||||||
| 1 | 2023 | |||||||
INTENTIONAL WEALTH PARTNERS Registered adviser · RIA / Wealth · matched GREAT LAKES INVESTMENT MANAGEMENT, LLC | CLEVELAND, | $60.1M | 2026 | |||||
| Plymouth, | 1,226 | |||||||
| $4.0M | 2026 | |||||||
| 3 | 2023 | |||||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| MIDLAND, | 2026 | |||||||
| $2.1B | 1 | 2021 | ||||||
W.A. SMITH FINANCIAL GROUP Registered adviser · RIA / Wealth · matched GREAT LAKES RETIREMENT, INC. · 801-110042 | SANDUSKY, | $1.2B | 11 | 2017 | ||||
| NORTHVILLE, | $166M | 1 | 2016 | |||||
GREAT LAKES BENEFITS AND WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched GREAT LAKES BENEFITS, INC. | SANDUSKY, | $71.0M | 2026 | |||||
| SAGINAW, | $42.4M | 2026 | ||||||
| BEACHWOOD, | $12.1M | 3 | 2018 | |||||
| Peshtigo, | 9 | 115 | ||||||
| TWINSBURG, | $10.9M | 2026 | ||||||
| CLEVELAND, | $5.3M | 2026 | ||||||
| Highland Park, | 1,151 | |||||||
| Fremont, | 734 | |||||||
| Brighton, | 608 | |||||||
| Richmond, | 560 | |||||||
Belpointe Asset Management LLC Manager · RE funds · matched Great Lakes Bay Financial Also on RIA / Wealth Management | · probable Unsized | Reno, | 1 | 11 | 2017 | |||
| Madison, | 475 | |||||||
| Milwaukee, | 441 | |||||||
| Cranberry Township, | 417 | |||||||
| Elkhart, | 392 | |||||||
| Chicago, | 333 | |||||||
| Livonia, | 323 | |||||||
| Cleveland, | 321 | |||||||
| Tonawanda, | 276 | |||||||
| Ludington, | 263 | |||||||
| Mentor, | 200 | |||||||
| Menominee, | 166 | |||||||
| SAGINAW, | 2026 | |||||||
| Cleveland, | 223 | |||||||
| Williamsville, | 189 | |||||||
| Marion, | 183 | |||||||
| Troy, | 179 | |||||||
| Birmingham, | 122 | |||||||
| Livonia, | 140 | |||||||
| Kingman, | 135 | |||||||
| Germantown, | 105 | |||||||
| Saginaw, | 124 | |||||||
| Saint Joseph, | 121 | |||||||
| Negaunee, | 121 | |||||||
Great Lakes Mechanical Systems, Inc. DBA D & W Mechanical Company · Sponsors · Hvac plumbing mechanical | Traverse City, | 117 | ||||||
| Rosemont, | $24.1M | 2024 | ||||||
| Wyoming, | 78 | |||||||
| Twinsburg, | 77 |
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.