DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Middle market | London, | $3.2B | 27 | 3 | 33 | 2023 | ||
Kohlberg Kravis Roberts & Co. L.P. Firm · Private equity · matched KKR Investment Advisory (zhuhai Hengqin) Company Limited (relying Adviser) | Large cap | New York, | $308B | 1 | 532 | 13 | 2024 | |
| STAMFORD, | $37B | 473 | 2016 | |||||
| · probable Large cap | Boston, | $87B | 1 | 250 | 9 | 2024 | ||
Raymond James & Associates, Inc. Firm · Private equity · matched Investment Advisory Services Also on RIA / Wealth Management, Real Estate Funds | · probable Unsized | St. Petersburg, | $434B | 1 | 12 | 2019 | ||
CBIZ INVESTMENT ADVISORY SERVICES, LLC Registered adviser · RIA / Wealth · 801-108996 Also on Allocators | CLEVELAND, | $13B | 91 | 2017 | ||||
| RESTON, | $16B | 31 | 2012 | |||||
HARBOR INVESTMENT ADVISORY, LLC Registered adviser · RIA / Wealth · 801-70893 Also on Allocators, Private Equity | LUTHERVILLE, | $6.9B | 31 | 2011 | ||||
| RALEIGH, | $2.4B | 103 | 2012 | |||||
CHARLES SCHWAB INVESTMENT ADVISORY, INC Registered adviser · RIA / Wealth · matched CHARLES SCHWAB INVESTMENT ADVISORY, INC. · 801-70737 | SAN FRANCISCO, | $66B | 2012 | |||||
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC Registered adviser · RIA / Wealth · 801-112009 Also on Allocators | CARMEL, | $6.2B | 25 | 2017 | ||||
CDH Investment Advisory Private Limited Firm · Private equity Also on Allocators, RIA / Wealth Management | Middle market | Singapore, | $3.6B | 11 | 12 | 2019 | ||
CARY STREET PARTNERS Registered adviser · RIA / Wealth · matched CARY STREET PARTNERS INVESTMENT ADVISORY LLC · 801-64239 | RICHMOND, | $10B | 121 | 2012 | ||||
| · probable Lower middle market | Houston, | $7.3B | 10 | 2 | 2023 | |||
PCA INVESTMENT ADVISORY SERVICES, INC. Registered adviser · RIA / Wealth · 801-67369 Also on Allocators | CINCINNATI, | $4.3B | 10 | 2012 | ||||
BMO Family Office, LLC Family office · Family offices · matched Mycfo Investment Advisory Services, LLC | Chicago, | $10.0B | 26 | 7 | ||||
| TOTOWA, | $2.7B | 10 | 2012 | |||||
| RED BANK, | $674M | 33 | 2014 | |||||
| MCDONOUGH, | $474M | 34 | 2012 | |||||
| NORWALK, | $11B | 2012 | ||||||
| WASHINGTON, | $1.1B | 11 | 2012 | |||||
| ALPHARETTA, | $6.7B | 2014 | ||||||
| · probable Middle market | Hunt Valley, | $4.3B | 2 | 8 | 2024 | |||
BEACON TRUST Registered adviser · RIA / Wealth · matched BEACON INVESTMENT ADVISORY SERVICES, INC. · 801-96256 | MORRISTOWN, | $4.4B | 30 | 2015 | ||||
| FORT LAUDERDALE, | $723M | 15 | 2017 | |||||
| SAN MATEO, | $8.4B | 2011 | ||||||
| HAMILTON, | $3.5B | 4 | 2021 | |||||
Dalton Investments LLC Firm · Private equity · matched Dalton Investment Advisory Services Private Limited (wholly-Owned India Subsidiary) | · probable Unsized | Santa Monica, | $3.3B | 1 | 26 | 2019 | ||
INVESTMENT ADVISORY GROUP LLC Registered adviser · RIA / Wealth · matched INVESTMENT ADVISORY GROUP, LLC · 801-56937 | SARASOTA, | $1.2B | 5 | 2012 | ||||
TCG Advisors, LP Firm · Private equity · matched Total Compensation Group Investment Advisory Services, LP | · probable Unsized | Austin, | $3.6B | 2 | 7 | 2015 | ||
ONEAMERICA INVESTMENT ADVISORY SERVICES LLC Registered adviser · RIA / Wealth · 801-108528 Also on Allocators | WINDSOR, | $5.1B | 2016 | |||||
SUMMIT INVESTMENT ADVISORY SERVICES Registered adviser · RIA / Wealth · matched SUMMIT INVESTMENT ADVISORY SERVICES, LLC · 801-110650 | ROSEVILLE, | $746M | 8 | 2017 | ||||
| CORONA, | $702M | 9 | 2017 | |||||
| · probable Unsized | Hong Kong, | $500M | 1 | 1 | 2 | |||
TFO Wealth Partners Family office · Family offices · matched TDC Investment Advisory Also on RIA / Wealth Management | Maumee, | $5.7B | 6 | |||||
| PLEASANTON, | $1.0B | 2 | 2014 | |||||
GOODWIN INVESTMENT ADVISORY Registered adviser · RIA / Wealth · matched GOODWIN INVESTMENT ADVISORY, LLC · 801-117942 | WOODSTOCK, | $397M | 8 | 2019 | ||||
| · probable Lower middle market | London, | $654M | 3 | 1 | 2 | |||
| NEW ALBANY, | $454M | 5 | 2012 | |||||
| BRIDGEWATER, | $425M | 8 | 2024 | |||||
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC Registered adviser · RIA / Wealth · 801-78844 Also on Allocators | BETHESDA, | $1.2B | 2013 | |||||
WESTWARD INVESTMENT ADVISORY Registered adviser · RIA / Wealth · matched WESTWARD INVESTMENT ADVISORY, LLC · 801-118800 | MISSION, | $572M | 3 | 2020 | ||||
| MOKENA, | $275M | 7 | 2012 | |||||
| PROVIDENCE, | $394M | 3 | 2012 | |||||
| PETALUMA, | $365M | 3 | 2011 | |||||
| LINDEN, | $238M | 4 | 2012 | |||||
| NEWTOWN, | $272M | 3 | 2019 | |||||
| SCOTTSDALE, | $295M | 4 | 2026 | |||||
| ST. CHARLES, | $230M | 5 | 2021 | |||||
| ASHLAND, | $258M | 3 | 2020 |
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.