DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Geneva Advisors, LLC Firm · Private equity · matched Geneva Investment Management of Chicago, LLC Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Chicago, | $7.9B | 4 | 35 | 2016 | ||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Geneva Financial Group LLC Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
| MILWAUKEE, | $5.6B | 3 | 2012 | |||||
| LAKE GENEVA, | $424M | 9 | 2012 | |||||
GENEVA FINANCIAL GROUP Registered adviser · RIA / Wealth · matched GENEVA FINANCIAL GROUP LLC · 801-130720 | LAKEWOOD, | $234M | 1 | 2024 | ||||
| $7.0M | 2025 | |||||||
| Alexandria, | 3 | 95 | ||||||
| Delevan, | 329 | |||||||
AT Investment Advisers, Inc. Firm · Private equity · matched Cibc Private Wealth Advisors Inc. - Team Geneva Advisors Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Chicago, | $57B | 10 | ||||
| Bloomington, | 71 | |||||||
| Herndon, | 137 | |||||||
| 2026 | ||||||||
| · probable Unsized | Geneva, | $1.4B | 8 | |||||
| Northbrook, | 55 | |||||||
| Geneva, | 59 | |||||||
| 1995 | ||||||||
| Elkhorn, | 94 | |||||||
| Geneva, | 51 | |||||||
| 2014 | ||||||||
| 1997 | ||||||||
| 2016 | ||||||||
| 2013 | ||||||||
| 2014 | ||||||||
| 2016 | ||||||||
| · probable Unsized | Geneva, Geneva, | 6 | 1 | 2024 | ||||
| 1998 | ||||||||
GENEVA GARCIA STEGEMOLLER Person · RIA / Wealth · matched GENEVA GARCIA MILLS · TPG FINANCIAL ADVISORS, LLC | 2001 | |||||||
GENEVACIRCLE CORPORATE SOLUTIONS LLC Registered adviser · RIA / Wealth · matched GENEVA CIRCLE CORPORATE SOLUTIONS LLC | 2026 | |||||||
| $136,426 | 17 | 2016 | ||||||
| $142,502 | 7 | 2016 | ||||||
| Pinellas Park, | 105 | |||||||
GENEVA REAL ESTATE FUND LLC Fund · RIA / Wealth · CIBC PRIVATE WEALTH ADVISORS, INC. Also on Real Estate Funds | $105,556 | 108 | 2012 | |||||
Geneva Real Estate Fund, LLC Real estate fund vehicle · RE funds · Geneva Advisors, LLC Also on RIA / Wealth Management | $105,556 | 99 | 2012 | |||||
Grace Geneva O'Mara Person · RIA / Wealth · matched Grace Geneva OMara · NATIONWIDE INVESTMENT ADVISORS, LLC | 2016 | |||||||
Elicia Geneva Fultz Person · RIA / Wealth · matched ELICIA Geneva MUNDY · AMERIPRISE FINANCIAL SERVICES, LLC | 2000 | |||||||
| 2014 | ||||||||
| 2016 | ||||||||
GENEVEE GENEVA LEKITES Person · RIA / Wealth · matched GIGI GENEVA GUINN · PKS INVESTMENT ADVISORS LLC | 2009 | |||||||
| 2015 | ||||||||
| 2014 | ||||||||
Geneva Senior Living Fund, LLC Fund · Private equity · Geneva Advisors, LLC Also on RIA / Wealth Management | $11.8M | |||||||
| $69.4M | 35 | 2016 | ||||||
Geneva Private Equity Fund II Fund · Private equity · Geneva Advisors, LLC Also on RIA / Wealth Management | $19.6M | 2016 | ||||||
| Lake Geneva, | ||||||||
| $24.5M | 27 | 2024 | ||||||
GENEVA ADVISORS GLOBAL EQUITY INCOME FUND, LDC Fund · RIA / Wealth · GENEVA ADVISORS, LLC Also on Private Equity | $10.4M | 26 | 2013 | |||||
| $7.2M | 17 | 2013 |
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.