DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable | $508M | 103 | 6 | 12 | 2024 | |||
| CHARLOTTE, | $9.7B | 2012 | ||||||
| 4 | ||||||||
| 1 | 1 | |||||||
| PORTSMOUTH, | $64.1M | 2026 | ||||||
| Old Forge, | 401 | |||||||
| 2026 | ||||||||
| Cincinnati, | 91 | |||||||
| Renton, | 55 | |||||||
| Lakewood, | 53 | |||||||
Lower middle market | San Francisco, | $10B | 23 | 25 | 50 | 2015 | ||
Golden Sand River, Ltd Firm · Venture · matched Golden Sand River, Ltd. · Exempt reporting adviser Also on RIA / Wealth Management | Grand Cayman, | $2.0B | 2 | 8 | 4 | 2011 | ||
Golden Sand River (digital), Ltd. Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Grand Cayman, | $4.1B | 22 | 4 | 2023 | |||
Golden Angels Investors, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | · probable | Brookfield, | $21.9M | 38 | 29 | 2 | 2023 | |
| · probable Middle market | $1.0B | 6 | 3 | 2023 | ||||
| · probable | Wanchai, | $2.6B | 1 | 1 | 1 | 2016 | ||
| · probable | $2.2M | 2 | 8 | |||||
| $296M | 2 | 2013 | ||||||
| TAMPA, | $238M | 4 | 2021 | |||||
GOLDEN CORNER WEALTH ADVISORS Registered adviser · RIA / Wealth · matched GOLDEN GREEN, INC. · 801-118790 | SENECA, | $131M | 2020 | |||||
| DUBLIN, | $544M | 29 | 2021 | |||||
| $4.3M | 2023 | |||||||
| POWELL, | $2.2B | 47 | 2016 | |||||
| $19.5M | 2026 | |||||||
GOLDEN SPARK INSIGHTS Registered adviser · RIA / Wealth · matched GOLDEN SPARK INSIGHTS MERCHANT BANKING GROUP INC. · 801-134832 | FAIRFAX, | $400M | 2026 | |||||
| South Coast Metro, | $1.3B | 1 | ||||||
| Brandon, | 190 | |||||||
GOLDEN WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched GOLDEN WEALTH MANAGEMENT LLC · 801-117113 | PITTSTON, | $137M | 2019 | |||||
| Missouri City, | 64 | |||||||
| · probable Lower middle market | Englewood, | $10.0M | 1 | |||||
| Bellevue, | $14.0M | 2 | 3 | |||||
| Lenexa, | 115 | |||||||
| CANADIAN, | $17.0M | 2026 | ||||||
| Hubbard, | 80 | |||||||
| DELRAY BEACH, | $50.5M | 1 | 2025 | |||||
| Ceredo, | 66 | |||||||
| LAS VEGAS, | $40.0M | 2026 | ||||||
| SACRAMENTO, | $21.0M | 2026 | ||||||
| Fullerton, | 92 | |||||||
| SOUTH COAST METRO, | $405M | 2017 | ||||||
| Fremont, | 80 | |||||||
| Indianapolis, | 50 | |||||||
| $98.0M | 2012 | |||||||
| $695,297 | 2026 | |||||||
| · probable Lower middle market | $6.4M | 1 | 1 | |||||
EVANS WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched GOLDEN YEARS ADVISORY, LLC · 801-135590 | DULUTH, | $111M | 1 | 2026 | ||||
| Fort Lupton, | 229 | |||||||
| SAN MATEO, | $7.1M | 2026 | ||||||
| Reston, | 349 | |||||||
| · probable | $335,000 | 1 | 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.