DFX Intelligence
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| · candidate Lower middle market | San Diego, | $643M | 6 | 5 | 2024 | ||
HERITAGE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched HERITAGE WEALTH MANAGEMENT, INC. · 801-107506 | HOUSTON, | $358M | 6 | 2012 | |||
HERITAGE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched HERITAGE WEALTH MANAGEMENT, INC. · 801-132674 | WOBURN, | $153M | 2 | 2025 | |||
| PHOENIX, | $545M | 2017 | |||||
| CINCINNATI, | $605M | 3 | 2021 | ||||
| PHOENIX, | $159M | 2015 | |||||
| NORFOLK, | $152M | 3 | 2011 | ||||
| Oklahoma City, | 39 | ||||||
H••••••• W••••• A••••••• Registered adviser · RIA / Wealth · matched H••••••• W••••• A•••••••, LLC Also on Independent Sponsors | RICHMOND, | $4.9B | 9 | 15 | 2012 | ||
| DUBLIN, | $176M | 2021 | |||||
| NAPERVILLE, | $55.1M | 2026 | |||||
| Richmond, | 47 |
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