DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Farmington Hills, | 177 | |||||||
| Golden, | 357 | |||||||
| 2 | 1 | |||||||
| Edison, | 198 | |||||||
| Saint Louis, | 1 | |||||||
SUMMIT GROUP RETIREMENT PLANNERS, INC. Registered adviser · RIA / Wealth · 801-110664 Also on Allocators | EXTON, | $302M | 3 | 2017 | ||||
| Mount Laurel, | ||||||||
THE BREIT GROUP Registered adviser · RIA / Wealth · matched THE BREIT GROUP, LLC · 801-132479 Also on Allocators | WRIGHTSVILLE BEACH, | $132M | 2 | 2025 | ||||
| Raleigh, | $314M | 18 | 14 | 6 | 2024 | |||
TURNING POINT FINANCIAL Registered adviser · RIA / Wealth · matched TURNING POINT BENEFIT GROUP, INC. · 801-116895 | FREDERICK, | $339M | 15 | 2019 | ||||
ABG RETIREMENT PLAN INVESTMENT SERVICES Registered adviser · RIA / Wealth · matched ALLIANCE BENEFIT GROUP OF ILLINOIS, INC. · 801-61112 Also on Allocators | PEORIA, | $995M | 2012 | |||||
| SAN ANTONIO, | $16.0M | 2026 | ||||||
ORBIT GROUP ADVISORY SERVICES Registered adviser · RIA / Wealth · matched ORBIT GROUP ADVISORY SERVICES LLC · 801-80452 | BUFFALO, | $900,000 | 2014 | |||||
| 1 | 2023 | |||||||
| Chattanooga, | 4,759 | |||||||
| Denver, | 467 | |||||||
| Westminster, | 265 | |||||||
| Austin, | 298 | |||||||
| Vienna, | 181 | |||||||
| Cincinnati, | 178 | |||||||
| Silver Springs, | 165 | |||||||
| San Francisco, | 90 | |||||||
| Torrance, | 84 | |||||||
| Spokane Valley, | 108 | |||||||
| Richmond, | 100 | |||||||
| King Of Prussia, | 87 | |||||||
| Houston, | 79 | |||||||
| Jensen Beach, | 55 | |||||||
| Columbia, | 53 | |||||||
| Atlanta, | 65 | |||||||
| $411M | 10 | 17 | 2028 | |||||
| 1 | 1 | 1 | ||||||
| 1 | 1 | 2027 | ||||||
| 2 | 1 | |||||||
| 1 | 2023 | |||||||
Cowen Advisors LLC Firm · Private equity · matched Ramius Structured Credit Group LLC Also on RIA / Wealth Management | · probable Unsized | New York, | $102M | 5 | ||||
PLANIT GROUP INVESTMENT PARTNERS, LLC Fund · RIA / Wealth · CAYMUS EQUITY PARTNERS, LLC Also on Private Equity | $2.7M | 41 | 2022 | |||||
| 3 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 2 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 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.