DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $880,563 | 35 | 2012 | ||||||
| COLUMBUS, | $7.9B | 427 | 2012 | |||||
| · probable Lower middle market | West Conshohocken, | $34B | 2 | 65 | 3 | 2025 | ||
| · probable Middle market | Birmingham, | $8.1B | 24 | 9 | 2026 | |||
| $324,219 | 14 | 2012 | ||||||
| WAYNE, | $8.1B | 6 | 2012 | |||||
| ROCHESTER, | $695M | 11 | 2012 | |||||
| WEST CHESTER, | $671M | 9 | 2012 | |||||
| WAYNE, | $640M | 8 | 2012 | |||||
| MALVERN, | $1.4B | 2012 | ||||||
| TIMONIUM, | $305M | 4 | 2015 | |||||
| ATLANTA, | $100 | 2026 | ||||||
HIPPOCRATIC FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched HIPPOCRATIC FINANCIAL ADVISORS LLC · 801-130237 | WESTLAKE VILLAGE, | $229M | 4 | 2024 | ||||
| LAFAYETTE, | $535M | 2012 | ||||||
HARRIS FINANCIAL ADVISORS, INC. Registered adviser · RIA / Wealth · matched HARRIS FINANCIAL ADVISORS INC · 801-45480 | TORRANCE, | $556M | 2012 | |||||
| WATERVILLE, | $188M | 2 | 2012 | |||||
| LANCASTER, | $152M | 4 | 2023 | |||||
HUBER FINANCIAL Registered adviser · RIA / Wealth · matched HUBER FINANCIAL ADVISORS, LLC · 801-71465 | LINCOLNSHIRE, | $1.5B | 2012 | |||||
| GLEN ALLEN, | $121M | 2025 | ||||||
| AUSTIN, | $108M | 2026 | ||||||
| $73.3M | 2026 | |||||||
| $46.7M | 2012 | |||||||
| HOPKINS, | $56.8M | 2012 | ||||||
HILLTOP FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched HILLTOP FINANCIAL ADVISORS, LLC | MILWAUKEE, | $24.5M | 2026 | |||||
| KENNESAW, | $22.0M | 2024 | ||||||
| JACKSONVILLE, | $19.2M | 2026 | ||||||
| WEST HARTFORD, | $18.9M | 2025 | ||||||
| FLOWOOD, | $16.4M | 2026 | ||||||
| $3.2M | 2026 | |||||||
Belpointe Asset Management LLC Manager · RE funds · matched Haven Financial Advisors, LLC Also on RIA / Wealth Management | · probable Unsized | Reno, | 1 | 11 | 2017 | |||
| 1 | 2022 | |||||||
HARMON FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched HARMON FINANCIAL ADVISORS, INC. | ATLANTA, | 2026 | ||||||
| HUNTINGTON BEACH, | 2026 | |||||||
| NEW YORK, | 2026 | |||||||
| STREETSBORO, | 2026 | |||||||
Lower middle market | Raleigh, | $236M | 5 | 5 | 2023 | |||
| Bentonville, | 342 | |||||||
Techfarms Capital Management, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Pensacola, | $7.2M | 8 | 1 | 2 | 2020 | ||
| $10.2M | 2 | 2023 | ||||||
| AL MARYAH ISLAND, ABU DHABI, | $3.1M | 2018 | ||||||
| San Diego, | 85 | |||||||
PEGAESUS ADVISORS, INC. Registered adviser · RIA / Wealth · matched NORTHFACE HOLDINGS, LLC D/B/A PEGAESUS ADVISORS · 801-67330 | WOBURN, | 2012 | ||||||
| Little Chute, | 73 | |||||||
| 2005 | ||||||||
| 2016 | ||||||||
Corient | 2014 | |||||||
| 1990 | ||||||||
| 2014 | ||||||||
| 2004 | ||||||||
| 2003 |
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.