DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| NAPERVILLE, | $55.1M | 2026 | |||||
HERITAGE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched HERITAGE WEALTH ADVISORS, LLC · 801-64803 Also on Independent Sponsors | RICHMOND, | $4.9B | 9 | 15 | 2012 | ||
HERITAGE WEALTH MANAGEMENT, INC. Registered adviser · RIA / Wealth · 801-122719 Also on Independent Sponsors, Private Equity | SAN DIEGO, | $643M | 8 | 6 | 2021 | ||
HERITAGE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched HERITAGE WEALTH MANAGEMENT INC. · 801-121624 | CINCINNATI, | $605M | 3 | 2021 | |||
HERITAGE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched HERITAGE WEALTH MANAGEMENT, INC. · 801-107506 | HOUSTON, | $358M | 6 | 2012 | |||
| PHOENIX, | $545M | 2017 | |||||
| NORFOLK, | $152M | 3 | 2011 | ||||
HERITAGE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched HERITAGE WEALTH MANAGEMENT, INC. · 801-132674 | WOBURN, | $153M | 2 | 2025 | |||
| DUBLIN, | $176M | 2021 | |||||
| PHOENIX, | $159M | 2015 | |||||
| Dublin, | $65.6M | 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.