DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Roselle, | 69 | |||||||
| New York, | 1,404 | |||||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Genesis Financial Group Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
| 1 | 2022 | |||||||
| Everett, | 61 | |||||||
| · probable Unsized | Woodland Hills, | $467M | 6 | 11 | 2017 | |||
| GUERNSEY, CHANNEL ISLANDS, | $296M | 2011 | ||||||
GENESIS INVESTMENTS Registered adviser · RIA / Wealth · matched GENESIS INVESTMENT ADVISORS, LLC · 801-134325 | OOLTEWAH, | $113M | 4 | 2020 | ||||
| FISHERS, | $121M | 4 | 2025 | |||||
| PARAMUS, | $171M | 1 | 2023 | |||||
| $86.6M | 1 | 2016 | ||||||
| 4 | ||||||||
| STOUGHTON, | $146M | 2012 | ||||||
| · probable | Dallas, | $29.8M | 4 | 1 | 2024 | |||
| CHICAGO, | $39.8M | 2012 | ||||||
| NEW YORK, | $25.8M | 2012 | ||||||
| NEW YORK, | $22.5M | 2026 | ||||||
| GIG HARBOR, | $6.2M | 3 | 2012 | |||||
| $10.2M | 2012 | |||||||
| LONDON, | 3 | 2011 | ||||||
| $1.5M | 2020 | |||||||
| NEW CANAAN, | 2018 | |||||||
| Chicago, | 77 | |||||||
| Canby, | 92 | |||||||
| Glendale, | 57 | |||||||
| Northbrook, | 60 | |||||||
| 2012 | ||||||||
| 3 | ||||||||
Middle market | Grand Cayman, | $1.4B | 3 | 3 | 2022 | |||
| · probable Middle market | New York, | $18B | 210 | 6 | 11 | 2025 | ||
| New York, | $108M | |||||||
| Palo Alto, | $6.0M | 2 | 1 | 2025 | ||||
| BRAINTREE, | $200M | 6 | 2012 | |||||
Genesis Park Management LLC Firm · Venture · Registered investment adviser Also on Private Equity, RIA / Wealth Management | · probable | Houston, | $147M | 1 | 19 | 2017 | ||
| 13 | 1 | 6 | ||||||
THE LEWIS FINANCIAL GROUP Registered adviser · RIA / Wealth · matched GENESIS PRIVATE WEALTH, LLC · 801-122157 | ASHBURN, | $482M | 6 | 2021 | ||||
| Philadelphia, | 894 | |||||||
| 2026 | ||||||||
| Elkhart, | 997 | |||||||
| Rochester, | 117 | |||||||
GENESIS WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched GENESIS WEALTH MANAGEMENT GROUP, LLC | EAST ALTON, | $53.6M | 2026 | |||||
| PLANO, | $15.0M | 2 | 2011 | |||||
| BONITA SPRINGS, | $10.3M | 2026 | ||||||
| Blue Bell, | 345 | |||||||
| · probable Unsized | Pinecrest, | 1 | 3 | |||||
| · probable | $133M | 1 | ||||||
| Westerville, | 126 | |||||||
| Columbia, | 212 | |||||||
| Tampa, | 1 |
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.