DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| CINCINNATI, | $11B | 1,004 | 2011 | |||||
| 2003 | ||||||||
| 2003 | ||||||||
| 2007 | ||||||||
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Registered adviser · RIA / Wealth · 801-57242 Also on Private Equity, Real Estate Funds | MINNEAPOLIS, | $14B | 99 | 2012 | ||||
| Santa Monica, | $4.3B | 1 | 22 | 15 | 2024 | |||
| CINCINNATI, | $7.8B | 3 | 63 | 2021 | ||||
Swift Ventures Firm · Venture · matched Swift Ventures Management, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Lafayette, | $90.7M | 40 | 9 | 5 | 2025 | ||
| MINNEAPOLIS, | $31B | 6 | 2011 | |||||
| · candidate | Boston, | $86B | 2025 | |||||
| San Francisco, | $284M | 3 | 4 | 13 | 2026 | |||
THREE FIFTY EIGHT INVESTMENT GROUP, LLC Registered adviser · RIA / Wealth · 801-132119 Also on Private Equity | $25B | 1 | 2025 | |||||
| 2005 | ||||||||
Fifth Wall Ventures Management, LLC Firm · Venture · matched Fifth Wall Ventures Management · Exempt reporting adviser Also on RIA / Wealth Management | Santa Monica, | $1.2B | 22 | 5 | 2024 | |||
| · probable | $1.9B | 2 | 6 | 2020 | ||||
| · probable | Dallas, | $392M | 3 | 24 | 2024 | |||
| BOULDER, | $694M | 3 | 9 | 2016 | ||||
| Salt Lake Cty, | $4.9B | 1 | 2024 | |||||
| Germany, | $2.2B | 2 | 2024 | |||||
| · probable | Coral Gables, | $821M | 3 | 8 | 2021 | |||
| GREENWICH, | $3.9B | 1 | 2012 | |||||
FIFTH AVENUE FAMILY OFFICE Registered adviser · RIA / Wealth · matched FIFTH AVENUE FAMILY OFFICE LLC · 801-61413 Also on Family Offices | NAPLES, | $1.4B | 4 | 2012 | ||||
| Boston, | $5.1B | 2024 | ||||||
| Denver, | $264M | 5 | 1 | 1 | 2024 | |||
SWIFT CREEK PARTNERS Registered adviser · RIA / Wealth · matched SWIFT CREEK REAL ESTATE PARTNERS LLC · 801-129406 | DALLAS, | $1.7B | 1 | 2023 | ||||
UPLIFT Registered adviser · RIA / Wealth · matched UPLIFT INVESTORS, LP · 801-132856 Also on Independent Sponsors, Private Equity | DARIEN, | $1.1B | 6 | 2025 | ||||
BLUESHIFT ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched BLUESHIFT ASSET MANAGEMENT, LLC · 801-112122 | RED BANK, | $694M | 1 | 2017 | ||||
| GREENWICH, | $726M | 2 | 2015 | |||||
| Far Hills, | $188M | 4 | ||||||
FIFTH FORCE MANAGEMENT Registered adviser · RIA / Wealth · matched FIFTH FORCE MANAGEMENT LLC · 801-127569 | DALLAS, | $407M | 2 | 2023 | ||||
| Chevy Chase, | $222M | 3 | 1 | |||||
CLIFTON GUNDERSON WEALTH ADVISORS Registered adviser · RIA / Wealth · matched CLIFTON GUNDERSON WEALTH ADVISORS LLC · 801-58266 | MIDDLETON, | $848M | 2012 | |||||
| WEST NEWTON, | $628M | 2020 | ||||||
| $160M | 3 | 2017 | ||||||
| $103M | 4 | 2 | 2022 | |||||
DOWNSHIFT FINANCIAL Registered adviser · RIA / Wealth · matched DOWNSHIFT FINANCIAL, LLC · 801-131232 | $215M | 3 | 2024 | |||||
FIFTH ERA PARTNERS LP Registered adviser · RIA / Wealth · 801-133989 Also on Private Equity, Venture Capital | $184M | 27 | 2025 | |||||
| CORAL GABLES, | $580M | 2018 | ||||||
| · candidate | Austin, | $99.8M | 4 | |||||
Liftout Capital Capital provider · Sponsors · matched LIFT OUT CAPITAL, LLC Also on Private Equity, RIA / Wealth Management | Greenwood Village, | $147M | 4 | |||||
SWIFT RUN CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched SWIFT RUN CAPITAL MANAGEMENT, LLC · 801-79419 | CHARLOTTESVILLE, | $74.9M | 3 | 2014 | ||||
| · probable Lower middle market | Singapore, | $90.0M | 15 | 1 | 1 | |||
| $171M | 1 | 2025 | ||||||
| · probable Lower middle market | $52.3M | 5 | 1 | 11 | ||||
| · probable | Road Town, Tortola, | $48.2M | 1 | 2 | 2022 | |||
| San Francisco, | $50.0M | 1 | 2 | 2017 | ||||
| NEW YORK, | $154M | 2013 | ||||||
| · probable | Dallas, | $24.9M | 1 | 4 | 2022 | |||
| $54.0M | 1 | 2012 |
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.