DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
INVESTMENT ADVISORY GROUP LLC Registered adviser · RIA / Wealth · matched INVESTMENT ADVISORY GROUP, LLC · 801-56937 | SARASOTA, | $1.2B | 5 | 2012 | ||||
| CORONA, | $702M | 9 | 2017 | |||||
| MOKENA, | $275M | 7 | 2012 | |||||
| PROVIDENCE, | $394M | 3 | 2012 | |||||
| NEWTOWN, | $272M | 3 | 2019 | |||||
| COLUMBUS, | $169M | 2012 | ||||||
STRATFORD INVESTMENT ADVISORY GROUP, INC. Registered adviser · RIA / Wealth · matched STRATFORD INVESTMENT ADVISORY GROUP INC. · 801-36259 | MT. PROSPECT, | $26.3M | 1 | 2012 | ||||
| · probable Upper middle market | New York, | $29B | 3 | 30 | 9 | 2024 | ||
TDA Investment Group Manager · RE funds · matched TDA Investment Advisory Group · Under 1b Also on RIA / Wealth Management | · probable | San Mateo, | $85.1M | 1 | 3 | 2021 | ||
| HUNTINGDON VALLEY, | $57.1M | 2026 | ||||||
| $53.9M | 2026 | |||||||
| HENDERSONVILLE, | $45.6M | 2026 | ||||||
| MARLTON, | $17.5M | 2012 | ||||||
| PEPPER PIKE, | $4.4M | 2014 | ||||||
| MIAMI, | 1 | 2026 | ||||||
| COLORADO SPRINGS, | 2026 | |||||||
| ROCHESTER, | 2026 |
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.