DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| PLANTATION, | 2026 | ||||||
| $178M | 2 | 2011 | |||||
INSIGHT WEALTH PARTNERS Registered adviser · RIA / Wealth · matched INSIGHT WEALTH PARTNERS, LLC · 801-71491 | PLANO, | $1.1B | 16 | 2011 | |||
| SAN RAMON, | $1.2B | 9 | 2018 | ||||
Eversource Wealth Advisors, LLC Firm · Private equity · matched Insight Wealth Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Birmingham, | $2.7B | 1 | 8 | 2022 | |
| IRVINE, | $109M | 2016 |
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.