DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
Towers Watson Investment Services, Investment consultant · Allocators · matched Towers Watson Investment Services · OCIO provider Also on Private Credit, RIA / Wealth Management | · probable | $62B | 75 | 2025 | |||
| BROOKLYN, | $8.9B | 637 | 2012 | ||||
| MILWAUKEE, | $16B | 12 | 13 | 2020 | |||
FROST INVESTMENT SERVICES Registered adviser · RIA / Wealth · matched FROST INVESTMENT SERVICES, LLC · 801-108754 | SAN ANTONIO, | $3.7B | 161 | 2016 | |||
| SHELTON, | $91B | 2012 | |||||
| VIENNA, | $2.1B | 161 | 2016 | ||||
| · candidate Middle market | Carmel, | $18B | 38 | 10 | 2024 | ||
| · probable Lower middle market | Stamford, | $5.9B | 7 | 12 | 2024 | ||
| GLASGOW, SCOTLAND, | $109B | 2012 | |||||
Fundsmith, LLP Firm · Private equity · matched Fundsmith Investment Services Ltd. (participating Non-U.s. Affiliate) Also on RIA / Wealth Management | · probable Unsized | London, | $38B | 1 | 5 | ||
| SYLVANIA, | $2.9B | 19 | 2012 | ||||
| GREEN BAY, | $1.2B | 42 | 2011 | ||||
| CHICAGO, | $12B | 1 | 2012 | ||||
| BEAUX SONGES, | $25B | 1 | 2021 | ||||
| CHICAGO, | $30B | 2011 | |||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Bias Investment Services LLC Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | |
| MINNEAPOLIS, | $2.1B | 10 | 4 | 2012 | |||
| MILWAUKEE, | $7.2B | 12 | 2011 | ||||
| SAN FRANCISCO, | $13B | 2015 | |||||
Middle market | Houston, | $1.5B | 9 | 5 | 2018 | ||
| · probable Lower middle market | Cincinnati, | $1.9B | 4 | 6 | 2022 | ||
OAK HARVEST INVESTMENT SERVICES Registered adviser · RIA / Wealth · matched OAK HARVEST INVESTMENT SERVICES, LLC · 801-116667 | HOUSTON, | $1.1B | 19 | 2019 | |||
| OAKBROOK TERRACE, | $758M | 28 | 2011 | ||||
| LONDON, | $22B | 2011 | |||||
| NEWPORT BEACH, | $17B | 2022 | |||||
SUNTRUST INVESTMENT SERVICES, INC. Registered adviser · RIA / Wealth · 801-56443 Also on Private Equity | ATLANTA, | $10B | 2012 | ||||
| MILWAUKEE, | $1.3B | 9 | 2011 | ||||
| · probable Unsized | Boston, | $998M | 1 | 9 | 2023 | ||
| HOUSTON, | $3.9B | 14 | 2012 | ||||
| GREAT BARRINGTON, | $1.1B | 6 | 2012 | ||||
| · candidate Lower middle market | New York, | $6.3B | 4 | 5 | 2023 | ||
Eversource Wealth Advisors, LLC Firm · Private equity · matched Eversource Investment Services Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Birmingham, | $2.7B | 1 | 8 | 2022 | |
| HAGATNA, | $868M | 5 | 2015 | ||||
| LOUISVILLE, | $496M | 10 | 2011 | ||||
| MEQUON, | $453M | 14 | 2024 | ||||
BANCWEST INVESTMENT SERVICES, INC. (BWIS) Registered adviser · RIA / Wealth · matched BANCWEST INVESTMENT SERVICES, INC. · 801-71300 Also on Private Equity | OMAHA, | $2.0B | 2011 | ||||
| DALLAS, | $3.9B | 2025 | |||||
| HAMMOND, | $364M | 7 | 2012 | ||||
| NEW ORLEANS, | $306M | 8 | 2012 | ||||
| SAN FRANCISCO, | $1.5B | 2013 | |||||
| NEW HARTFORD, | $1.5B | 2011 | |||||
CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. Registered adviser · RIA / Wealth · 801-111829 | RICHLAND, | $294M | 9 | 2011 | |||
| DOVER, | $425M | 4 | 2018 | ||||
| RICHMOND, | $559M | 2 | 2017 | ||||
BAKER TILLY INVESTMENT SERVICES Registered adviser · RIA / Wealth · matched BAKER TILLY INVESTMENT SERVICES, LLC · 801-114838 | MADISON, | $1.7B | 2019 | ||||
| ST CLOUD, | $1.2B | 2012 | |||||
Zions Capital Advisors, Inc. Firm · Private equity · matched Nevada State Investment Services Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Salt Lake City, | $1.8B | 1 | 2 | ||
| CHARLOTTE, | $1.1B | 2015 | |||||
| Chicago, | $546M | 1 | |||||
| MANHASSET, | $75.2M | 24 | 2023 |
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.