DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2026 | ||||||||
| 1 | ||||||||
| Washington, | $636M | 1 | 2025 | |||||
| Palm Beach, | $102M | 2025 | ||||||
| Missoula, | 71 | |||||||
| Baton Rouge, | 63 | |||||||
| HULL, | 2026 | |||||||
| 1995 | ||||||||
| 1997 | ||||||||
JAIME GWENN HEFNER Person · RIA / Wealth · matched JAIME GWENN NIEMANN · AXXCESS WEALTH MANAGEMENT, LLC | 2002 | |||||||
| 2013 | ||||||||
MAEGAN GWENDOLYN CITRON Person · RIA / Wealth · matched MAEGAN GWENDOLYN HALBEDL · STRATEGIC ADVISERS LLC | 2014 | |||||||
| 1999 | ||||||||
| 2006 | ||||||||
| 2014 | ||||||||
| 2005 | ||||||||
| 2015 | ||||||||
AMBER GWEN BILLETER Person · RIA / Wealth · matched AMBER GWEN GOWING · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2015 | |||||||
| 2011 | ||||||||
| 1995 | ||||||||
| 1997 | ||||||||
PAMELA GWEN HEFFNER-LECHER Person · RIA / Wealth · matched PAMELA GWEN HEFFNER LECHER · MORGAN STANLEY | 1994 | |||||||
PATRICIA GWENDOLYN MITCHELL Person · RIA / Wealth · matched PATRICIA GWENDOLYN BROWN · MORGAN STANLEY | 2009 | |||||||
| 1986 | ||||||||
| 2010 | ||||||||
| 1988 | ||||||||
| 1997 | ||||||||
| 1999 | ||||||||
| 2003 | ||||||||
| 2004 | ||||||||
| · probable Middle market | Miami Beach, | $1.1B | 1 | 3 | ||||
| 2006 | ||||||||
| 2011 | ||||||||
| 1981 | ||||||||
| 2007 | ||||||||
| 1999 | ||||||||
| 2013 | ||||||||
| 1995 | ||||||||
Gwen Lynn Brooks Person · RIA / Wealth · matched GWEN LYNN FALLGREN · STATE FARM INVESTMENT MANAGEMENT CORP. | 2007 | |||||||
| 2013 | ||||||||
| 2008 | ||||||||
| 2003 | ||||||||
| 2015 | ||||||||
| 2008 | ||||||||
| 2006 | ||||||||
Gwendolyn A Willey Person · RIA / Wealth · matched GWENDOLYN ANNE WILLEY - FULLER · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004 | |||||||
| 2010 | ||||||||
GWEN MARIE MIDDEKE Person · RIA / Wealth · matched GWEN MARIE MCCLELLAN · NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | 1986 | |||||||
| 2016 | ||||||||
| 2009 |
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.