DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
HORIZON WEALTH Registered adviser · RIA / Wealth · matched HORIZON WEALTH INVESTMENT SOLUTIONS LLC · 801-134662 | DENVER, | $147M | 7 | 2025 | ||
HORIZON WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched HORIZON WEALTH MANAGEMENT, LLC · 801-79492 | LA GRANGE, | $1.1B | 6 | 2014 | ||
| HOUSTON, | $451M | 8 | 2012 | |||
HORIZON WEALTH ADVISORS Registered adviser · RIA / Wealth · matched HORIZON WEALTH ADVISORS, LLC · 801-100378 | $235M | 6 | 2015 | |||
| WINTER PARK, | $19.2M | 2026 | ||||
| NEW ALBANY, | 2026 | |||||
| EXTON, | $36.4M | 1 | 2014 | |||
HARVEST HORIZON WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched HARVEST HORIZON WEALTH STRATEGIES LLC | AMERY, | $8.8M | 2026 | |||
| 2023 | ||||||
| 2026 | ||||||
| CANTON, | 2026 | |||||
| 2026 | ||||||
FINANCIAL PLANNING, ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched NEW HORIZON WEALTH PLANNING, LLC | $2.1M | 2026 |
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.