DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| OKLAHOMA CITY, | $8.8M | 2026 | ||||||
| $76.7M | 2026 | |||||||
Raymond James & Associates, Inc. Firm · Private equity · matched Public Finance Investment Strategies Group Also on RIA / Wealth Management, Real Estate Funds | · probable Unsized | St. Petersburg, | $434B | 1 | 12 | 2019 | ||
| · probable Middle market | New York, | $2.7B | 36 | 4 | 2020 | |||
| CHICAGO, | $5.7B | 2012 | ||||||
Quake Capital Firm · Venture · matched Quake Investment Strategies, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Austin, | $33.2M | 10 | 12 | 12 | 2022 | ||
| CHATTANOOGA, | $738M | 2 | 2012 | |||||
| WESTLAKE VILLAGE, | $252M | 4 | 2011 | |||||
| BOISE, | $233M | 4 | 2021 | |||||
| WESLEY CHAPEL, | $518M | 2024 | ||||||
| BEATRICE, | $158M | 2 | 2024 | |||||
PEACE OF MIND WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched POM INVESTMENT STRATEGIES, LLC · 801-122681 | RALEIGH, | $283M | 8 | 2021 | ||||
| CARMEL, | $105M | 2 | 2026 | |||||
| $66B | 1,545 | 2012 | ||||||
| $117M | 2025 | |||||||
ADVISOR.INVESTMENTS Registered adviser · RIA / Wealth · matched DIVERSIFIED INVESTMENT STRATEGIES, LLC · 801-67260 | BATON ROUGE, | $199M | 1 | 3 | 2012 | |||
| MUKILTEO, | $34.3M | 2 | 2012 | |||||
| METAIRIE, | $111M | 2026 | ||||||
| $103M | 2026 | |||||||
| LINCOLN, | $88.7M | 2026 | ||||||
| CHARLOTTESVILLE, | $80.1M | 2026 | ||||||
| GRAND RAPIDS, | $21.9M | 2 | 2022 | |||||
| MONROE, | $62.1M | 2026 | ||||||
| BIRMINGHAM, | $55.0M | 2025 | ||||||
| $53.6M | 2026 | |||||||
| $47.4M | 2026 | |||||||
CAPSTONE PACIFIC INVESTMENT STRATEGIES Registered adviser · RIA / Wealth · matched CAPSTONE PACIFIC INVESTMENT STRATEGIES, INC. | $47.2M | 2026 | ||||||
| KALAMAZOO, | $43.4M | 2026 | ||||||
| LOS ALTOS, | $34.1M | 2026 | ||||||
| · probable Unsized | Tampa, | $6.0M | 1 | 1 | ||||
| $25.0M | 2026 | |||||||
| $24.4M | 2025 | |||||||
| $22.1M | 2026 | |||||||
| SKILLMAN, | $15.3M | 2026 | ||||||
PFI STRATEGIES Registered adviser · RIA / Wealth · matched PUBLIC FUND INVESTMENT STRATEGIES, LLC · 801-69487 | CHESTERFIELD, | $141M | 2011 | |||||
| $14.3M | 2026 | |||||||
| $11.8M | 2026 | |||||||
| SALISBURY, | $101M | 2026 | ||||||
| $8.4M | 2026 | |||||||
| $7.2M | 2026 | |||||||
CROSSPLAN MONEY MANAGEMENT Registered adviser · RIA / Wealth · matched PALM INVESTMENT STRATEGIES, LLC · 801-69084 | SEMINOLE, | $36.0M | 1 | 2012 | ||||
MARSHALL WACE INVESTMENT STRATEGIES - GLOBAL OPPORTUNITIES FUND Fund · RIA / Wealth · MARSHALL WACE ASIA LIMITED Also on Real Estate Funds | $4.5B | 392 | 2012 | |||||
| $10B | 121 | 2012 | ||||||
CORPORATE CREDIT INVESTMENT STRATEGIES LLC Fund · RIA / Wealth · GOLDMAN SACHS ASSET MANAGEMENT, L.P. Also on Private Credit | $1.3B | 1,323 | 2012 | |||||
| $16B | 66 | 2014 | ||||||
SWAN RETIREMENT STRATEGIES Registered adviser · RIA / Wealth · matched SWAN INVESTMENT STRATEGIES, LLC | SARASOTA, | $48.0M | 2026 | |||||
Conscience Firm · Venture · matched Conscience Investment Strategies, LLC · Exempt reporting adviser Also on RIA / Wealth Management | · probable | $9.9M | 1 | 1 | 2021 | |||
| $2.3M | 2026 | |||||||
NTACT RETIREMENT SOLUTIONS Registered adviser · RIA / Wealth · matched MAHLON R.EDWARDS FINANCIAL PLANNING & INVESTMENT STRATEGIES,INC. | LAS VEGAS, | $29.4M | 2026 | |||||
| $28.1M | 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.