DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | 2 | |||||||
| MECHANICSBURG, | $240M | 6 | 2024 | |||||
| SARASOTA, | $257M | 2014 | ||||||
Raymond James & Associates, Inc. Firm · Private equity · matched Institutional Fiduciary Solutions Also on RIA / Wealth Management, Real Estate Funds | · probable Unsized | St. Petersburg, | $434B | 1 | 12 | 2019 | ||
INSIGHT FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched IFS ADVISORS, LLC · 801-111935 | OVERLAND PARK, | $214M | 9 | 2012 | ||||
| LITTLE ROCK, | $489M | 9 | 2012 | |||||
| MEMPHIS, | $1.0B | 1 | 2016 | |||||
IBN FINANCIAL SERVICES, INC Registered adviser · RIA / Wealth · matched IBN FINANCIAL SERVICES, INC. · 801-111848 Also on Private Equity, Venture Capital | LIVERPOOL, | $87.7M | 19 | 2017 | ||||
| St. Louis, | 96 | |||||||
| GREENSBORO, | $85.4M | 12 | 2020 | |||||
| PORTLAND, | $197M | 3 | 2021 | |||||
| RESTON, | $303M | 1 | 2021 | |||||
| SAN FRANCISCO, | $166M | 2015 | ||||||
| $90.2M | 2012 | |||||||
| PORTLAND, | $19.7M | 3 | 2019 | |||||
| CHANDLER, | $89.2M | 2026 | ||||||
EXCELSIOR INVESTORS Registered adviser · RIA / Wealth · matched INTELLIGENT FINANCIAL STRATEGIES, LLC · 801-57626 | EXCELSIOR, | $242M | 1 | 2012 | ||||
| SAN MATEO, | $75.0M | 2026 | ||||||
| CHATTANOOGA, | $56.4M | 2026 | ||||||
| $36.8M | 2026 | |||||||
| COSTA MESA, | $29.1M | 2026 | ||||||
INSIGHT FINANCIAL STRATEGISTS Registered adviser · RIA / Wealth · matched INSIGHT FINANCIAL STRATEGISTS, LLC | NEWTON, | $27.8M | 2026 | |||||
INTEGRITY FINANCIAL STRATEGIES Registered adviser · RIA / Wealth · matched INTEGRITY FINANCIAL STRATEGIES LLC | $23.9M | 2026 | ||||||
| $20.0M | 2026 | |||||||
IMAGINE FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched IMAGINE FINANCIAL SERVICES LLC | $13.0M | 2026 | ||||||
| NORTH LITTLE ROCK, | $100M | 2026 | ||||||
| $1.4M | 2026 | |||||||
| FORT LAUDERDALE, | 2015 | |||||||
| 1 | 2023 | |||||||
| 2014 | ||||||||
| OKLAHOMA CITY, | 2026 | |||||||
| ATLANTA, | 2026 | |||||||
| 2026 | ||||||||
INVICTUS FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched INVICTUS FINANCIAL SERVICES LLC | WYOMING, | 2026 | ||||||
| Bell, | 908 | |||||||
| Itasca, | 734 | |||||||
| · probable Lower middle market | Gandhinagar, Gujarat, | $410M | 1 | 3 | ||||
| North Billerica, | 58 | |||||||
| Gift City, Gandhinagar, Gujarat, | $125M | 1 | 3 | 2023 | ||||
| GIFT CITY, GANDHI NAGAR, GUJARAT, | $192M | 1 | 2025 | |||||
| 2 | 1 | |||||||
| GANDHINAGAR, GUJARAT, | $19.0M | 1 | 2025 | |||||
| · probable Unsized | Gift City, Gandhinagar, | |||||||
| 2015 | ||||||||
| $125M | 22 | 2024 | ||||||
| $76.5M | 8 | 2020 | ||||||
| $68.1M | 8 | 2022 | ||||||
| $132M | 2025 | |||||||
| $74.1M | 2 | 2021 | ||||||
| $10.3M | 33 | 2023 |
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.