DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Middle market | Boston, | $1.2B | 19 | 17 | 21 | 2024 | ||
Sanctuary Advisors, LLC Firm · Venture · matched The Heritage Financial Group · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| BETHESDA, | $4.6B | 9 | 2012 | |||||
| POMPANO BEACH, | $2.2B | 12 | 2012 | |||||
| 2026 | ||||||||
| 2 | 1 | |||||||
| 1 | 2 | |||||||
HERITAGE FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched HERITAGE FINANCIAL SERVICES, LLC · 801-64494 Also on Private Equity | WESTWOOD, | $3.0B | 2011 | |||||
| $1.3B | 2 | 2020 | ||||||
HERITAGE FINANCIAL LLC Registered adviser · RIA / Wealth · matched HERITAGE FINANCIAL, LLC · 801-114336 | GAINESVILLE, | $408M | 7 | 2018 | ||||
| $307M | 4 | 2012 | ||||||
| · probable Lower middle market | Boston, | $225M | 1 | 2 | 2024 | |||
| WATERVILLE, | $188M | 2 | 2012 | |||||
| BELTON, | $155M | 2 | 2022 | |||||
| WOODBRIDGE, | $147M | 3 | 2012 | |||||
Heritage Scsp Fund · Private equity · Iqeq Fund Management (luxembourg) S.A. Also on RIA / Wealth Management | $114M | |||||||
| ST PAUL, | $66.7M | 1 | 2012 | |||||
| FORT PIERCE, | $126M | 2018 | ||||||
| NEW YORK, | $56.8M | 6 | 2012 | |||||
| ALTAMONTE SPRINGS, | $87.7M | 2026 | ||||||
| $83.4M | 2026 | |||||||
| CHARLOTTE, | $78.5M | 2026 | ||||||
| MONROE, | $61.4M | 2026 | ||||||
| SCHAUMBURG, | $30.4M | 2011 | ||||||
| JACKSONVILLE, | $19.2M | 2026 | ||||||
| MALVERN, | $9.0M | 1 | 2012 | |||||
| Winter Haven, | 475 | |||||||
| WOODBURY, | 2026 | |||||||
| 7 | 1 | |||||||
| $55.1M | 46 | 2021 | ||||||
| 1 | ||||||||
HERITAGE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched HERITAGE WEALTH ADVISORS, LLC · 801-64803 Also on Independent Sponsors | RICHMOND, | $4.9B | 9 | 15 | 2012 | |||
| Scottsdale, | $423M | 1 | 5 | |||||
| NAPERVILLE, | $55.1M | 2026 | ||||||
| ROCKFORD, | $368M | 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 | ||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Heritage Financial Solutions Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
HERITAGE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched HERITAGE WEALTH MANAGEMENT, INC. · 801-107506 | HOUSTON, | $358M | 6 | 2012 | ||||
Heritage Point Partners Firm · Private equity · matched Heritage Point Partners LLC Also on RIA / Wealth Management | · probable Lower middle market | $71.0M | 1 | 5 | ||||
HERITAGE OAK WEALTH ADVISORS Registered adviser · RIA / Wealth · matched HERITAGE OAK WEALTH ADVISORS LLC · 801-126940 Also on Independent Sponsors, Private Equity | SANTA ROSA BEACH, | $347M | 4 | 5 | 2022 | |||
| PHOENIX, | $545M | 2017 | ||||||
| DUBLIN, | $176M | 2021 | ||||||
| Dublin, | $65.6M | 1 | ||||||
| COLLEYVILLE, | $351M | 3 | 2018 | |||||
HERITAGE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched HERITAGE WEALTH MANAGEMENT, INC. · 801-132674 | WOBURN, | $153M | 2 | 2025 | ||||
| Stockton, | 301 | |||||||
| DALLAS, | $315M | 2014 | ||||||
| BEDMINSTER, | $236M | 5 | 2017 | |||||
| PHOENIX, | $159M | 2015 |
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.