DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Walworth, | 55 | |||||||
| STAMFORD, | $684M | 4 | 5 | 2017 | ||||
| BRADENTON, | $419M | 2012 | ||||||
| GREENWOOD VILLAGE, | $123M | 4 | 2022 | |||||
| $87.0M | 2026 | |||||||
| Wichita, | 503 | |||||||
| Rochester, | 323 | |||||||
| North Logan, | 127 | |||||||
| El Segundo, | 93 | |||||||
| Mt. Arlington, | 56 | |||||||
| 3 | ||||||||
| CHATTANOOGA, | $116M | 1 | 2026 | |||||
| $25.3M | 2026 | |||||||
| Anasco, | 468 | |||||||
| HOUSTON, | $117M | 2 | 2011 | |||||
Middle market | Tokyo, | $1.8B | 17 | 7 | 2024 | |||
| New Britain, | 52 | |||||||
| 1 | 2024 | |||||||
Sanctuary Advisors, LLC Firm · Venture · matched Wigand Integrated Wealth · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| Princeton, | 3,530 | |||||||
National Integrated Group Pension Plan Plan · Allocators · Board of Trustees of National Integrated Group Pension Plan | Scranton, | $1.6B | 33 | 11 | 5 | 2024 | ||
| Hudson, | 312 | |||||||
| Miami, | 62 | |||||||
| West Palm Beach, | 873 | |||||||
| HAMILTON, | $3.8B | 9 | 2020 | |||||
| DALLAS, | 2021 | |||||||
HOLOS INTEGRATED WEALTH Registered adviser · RIA / Wealth · matched HOLOS INTEGRATED WEALTH, LLC · 801-129668 | KENNETT SQUARE, | $233M | 3 | 2024 | ||||
| TULSA, | $65.6M | 2026 | ||||||
| 1 | ||||||||
| Mentor, | 319 | |||||||
| MCLEAN, | $302M | 2012 | ||||||
| Allentown, | 119 | |||||||
Integra Lifesciences Holdings Corp Pension Plans Allocator · Allocators · matched Integra Lifesciences Holdings Corp · <100M | Princeton, | $67.3M | 2025 | |||||
| WALTHAM, | $24B | 473 | 2016 | |||||
| San Juan, | 78 | |||||||
| BRIGHTON, | $61.7M | 2026 | ||||||
| SOQUEL, | $39.0M | 2026 | ||||||
| ALPHARETTA, | $245M | 4 | 2014 | |||||
| 2 | 1 | 2025 | ||||||
INTEGRATED ADVISORS NETWORK LLC Registered adviser · RIA / Wealth · 801-96203 Also on Independent Sponsors, Private Equity | DALLAS, | $5.5B | 2 | 80 | 2014 | |||
Integrated Capital Management Manager · RE funds · matched Integrated Cm LLC · Under 1b Also on RIA / Wealth Management | · candidate | Los Angeles, | $55.9M | 4 | 3 | 2022 | ||
| Charlotte, | 92 | |||||||
| DURHAM, | $218M | 4 | 2021 | |||||
| $101M | 2 | 2025 | ||||||
| 1 | 2022 | |||||||
| 1 | 2024 | |||||||
| CORNELIUS, | $101M | 3 | 2025 | |||||
| San Jose, | 2,526 | |||||||
| Holt, | 2,158 | |||||||
| 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.