DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| ADA, | 2026 | ||||||
IM WEALTH PARTNERS Registered adviser · RIA / Wealth · matched IM WEALTH PARTNERS INVESTMENT ADVISORS LLC · 801-135875 | BLUE BELL, | $124M | 9 | 2026 | |||
| SANTA MONICA, | $371M | 1 | 2016 | ||||
NIM WEALTH SOLUTIONS Registered adviser · RIA / Wealth · matched NIM WEALTH SOLUTIONS INC. · 801-135633 | SAN JOSE, | $117M | 3 | 2026 | |||
| LAGUNA HILLS, | $70.9M | 2026 | |||||
| SAN MATEO, | $31.2M | 2026 | |||||
| CORAL GABLES, | $31.1M | 2026 | |||||
| BOSTON, | $25.9M | 2026 | |||||
AXIM PLANNING & WEALTH Registered adviser · RIA / Wealth · matched AXIM WEALTH MANAGEMENT LLC · 801-124695 | SPRINGBORO, | $127M | 2 | 2022 | |||
| CAPE CORAL, | 2021 | ||||||
| ATLANTA, | 2026 | ||||||
Intellectus Partners, LLC Firm · Venture · matched Accrulim Wealth Management, LLC · Registered investment adviser | · probable | San Francisco, | $1.2B | 1 | 9 | 2021 |
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.