DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| FORT MILL, | $176M | 3 | 2022 | |||
| PRINCETON, | 2 | 2024 | ||||
| OMAHA, | $150M | 1 | 2024 | |||
| ALBUQUERQUE, | $7.7M | 1 | 2017 | |||
| NEW BRAUNFELSS, | $40.9M | 2026 | ||||
| COLORADO SPRINGS, | $171M | 3 | 2023 | |||
| CLEVELAND, | $60.1M | 2026 | ||||
| Tucson, | 81 | |||||
INTENTIONAL WEALTH PLANNING Registered adviser · RIA / Wealth · matched INTENTIONAL WEALTH ADVISORS, LLC · 801-136839 | BRENTWOOD, | 1 | 2026 | |||
| 2026 | ||||||
| $20.2M | 2026 | |||||
| 1 |
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.