DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Vienna, | 206 | |||||||
| Vienna, | 2 | 1 | ||||||
| BOZEMAN, | $20.9M | 2026 | ||||||
THE BALDWIN GROUP WEALTH ADVISORS, LLC Registered adviser · RIA / Wealth · 801-120404 Also on Allocators | TAMPA, | $27B | 47 | 2021 | ||||
| MINNETONKA, | $2.0B | 9 | 2012 | |||||
Lower middle market | Provo, | $8.8B | 2 | 15 | 2022 | |||
DIGITAL ASCENSION GROUP - WEALTH Registered adviser · RIA / Wealth · 801-129045 Also on Independent Sponsors, Family Offices | DALLAS, | $555M | 21 | 2023 | ||||
Main Line Group Wealth Management, LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | $123M | 3 | 2 | 1 | 2021 | ||
| CONCORD, | $679M | 3 | 2012 | |||||
| WILLIAMSBURG, | $326M | 4 | 2017 | |||||
| VICTOR, | $374M | 4 | 2021 | |||||
| WILKES-BARRE, | $249M | 6 | 2011 | |||||
| DENVER, | $1.2B | 2021 | ||||||
| LANCASTER, | $421M | 4 | 2025 | |||||
| IRVINE, | $224M | 3 | 2012 | |||||
| PORTLAND, | $173M | 5 | 2022 | |||||
| SEWICKLEY, | $174M | 3 | 2015 | |||||
| BELGIUM, | $159M | 4 | 2025 | |||||
| GREENWICH, | $179M | 2 | 2024 | |||||
| AKRON, | $304M | 2019 | ||||||
| PORTLAND, | $256M | 2019 | ||||||
THE STERLING GROUP Registered adviser · RIA / Wealth · matched STERLING GROUP WEALTH MANAGEMENT, LLC · 801-77006 | PASADENA, | $471M | 4 | 2012 | ||||
| · probable Lower middle market | Iselin, | $107M | 2 | 3 | 2022 | |||
| MARBLE FALLS, | $66.0M | 2026 | ||||||
| $32.0M | 2026 | |||||||
| SHORT HILLS, | $25.1M | 2026 | ||||||
| NORMAN, | $24.7M | 2026 | ||||||
| COSTA MESA, | $21.7M | 2026 | ||||||
THE PENSION GROUP Registered adviser · RIA / Wealth · matched ONE RESOURCE GROUP WEALTH MANAGEMENT LLC · 801-132293 | DUBLIN, | $182M | 2 | 2025 | ||||
| $14.2M | 2026 | |||||||
| MOUNT AIRY, | $12.5M | 2026 | ||||||
THE HARVEST GROUP Registered adviser · RIA / Wealth · matched THE HARVEST GROUP WEALTH MANAGEMENT, LLC · 801-108343 | WALTHAM, | $186M | 2016 | |||||
| PRESIDENT & CEO, | $1.0M | 2025 | ||||||
| 2026 | ||||||||
| NAPERVILLE, | 2025 | |||||||
STEVENS GROUP WEALTH COACHES, INC. D/B/A ALASKA ADVISORS Registered adviser · RIA / Wealth · matched STEVENS GROUP WEALTH COACHES, INC. | ANCHORAGE, | 2026 | ||||||
| 2026 | ||||||||
| Concord, | 812 | |||||||
| Longmont, | 302 | |||||||
| Austin, | 182 | |||||||
| $7.8M | 2 | 2 | 2028 | |||||
CAPITAL GROUP WORLD GROWTH AND INCOME (LUX) Fund · RIA / Wealth · CAPITAL RESEARCH AND MANAGEMENT COMPANY | $266M | 176 | 2012 | |||||
ALLY BRIDGE GROUP-WTT GLOBAL LIFE SCIENCE CAPITAL PARTNERS, L.P. Fund · RIA / Wealth · ALLY BRIDGE GROUP (PE) LLC Also on Private Equity | $641M | 77 | 2020 | |||||
CAPITAL GROUP WORLD DIVIDEND GROWERS (LUX) Fund · RIA / Wealth · CAPITAL RESEARCH AND MANAGEMENT COMPANY | $361M | 67 | 2016 | |||||
CENTRAL PARK GROUP WP ENERGY FUND, LLC Fund · RIA / Wealth · MACQUARIE WEALTH ADVISERS, LLC Also on Private Equity | $50.2M | 255 | 2015 | |||||
CENTRAL PARK GROUP WP PRIVATE EQUITY XI, LLC Fund · RIA / Wealth · MACQUARIE WEALTH ADVISERS, LLC Also on Private Equity | $48.1M | 201 | 2013 | |||||
CENTRAL PARK GROUP WP PRIVATE EQUITY XII, LLC Fund · RIA / Wealth · MACQUARIE WEALTH ADVISERS, LLC Also on Private Equity | $39.7M | 163 | 2016 | |||||
CENTRAL PARK GROUP WP GLOBAL GROWTH, LLC Fund · RIA / Wealth · MACQUARIE WEALTH ADVISERS, LLC Also on Private Equity | $34.9M | 82 | 2019 | |||||
| $6.1M | 69 | 2013 | ||||||
Uniti Group & Windstream Company · Private equity · matched Go to Uniti Group & Windstream Portfolio Page | 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.