DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
INTELLICENTS INVESTMENT SOLUTIONS INC Registered adviser · RIA / Wealth · 801-51382 Also on Allocators | ALBERT LEA, | $9.9B | 60 | 2012 | |||
| · probable Middle market | Baltimore, | $7.3B | 400 | 5 | 2026 | ||
Sanctuary Advisors, LLC Firm · Venture · matched Sanctuary Investment Solutions · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | |
| LOS ANGELES, | $13B | 2013 | |||||
| ORLAND PARK, | $830M | 10 | 2012 | ||||
| BOZEMAN, | $1.3B | 64 | 2017 | ||||
| SAINT LOUIS, | $1.7B | 6 | 2017 | ||||
| NEW YORK, | $2.2B | 2011 | |||||
| NEW YORK, | $2.8B | 2021 | |||||
| BIRMINGHAM, | $987M | 1 | 2017 | ||||
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC Registered adviser · RIA / Wealth · 801-67179 Also on Private Equity | PORTLAND, | $991M | 2011 | ||||
| APPLETON, | $875M | 2011 | |||||
GLOBAL STRATEGIC NEXTGEN OCIO Registered adviser · RIA / Wealth · matched GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC · 801-114835 Also on Private Equity | SCOTTSDALE, | $1.6B | 5 | 2019 | |||
| OSTERVILLE, | $337M | 1 | 2012 | ||||
| NAPLES, | $518M | 1 | 2023 | ||||
| NEW YORK, | $150M | 3 | 2012 | ||||
| SMITHFILED, | $108M | 9 | 2026 | ||||
| YARDLEY, | $444M | 2012 | |||||
| $111M | 2 | 2026 | |||||
| BOISE, | $284M | 8 | 2022 | ||||
SELECT INVESTMENT SOLUTIONS, LLC Registered adviser · RIA / Wealth · 801-123466 Also on Independent Sponsors | WASHINGTON, | $37.1M | 1 | 2 | 2022 | ||
ISPARTNERS INVESTMENT SOLUTIONS AG Registered adviser · RIA / Wealth · 801-79023 Also on Private Equity, Venture Capital | ZURICH, | $54.9M | 2013 | ||||
HORIZON WEALTH Registered adviser · RIA / Wealth · matched HORIZON WEALTH INVESTMENT SOLUTIONS LLC · 801-134662 | DENVER, | $147M | 7 | 2025 | |||
| ROSEVILLE, | $35.1M | 1 | 2012 | ||||
| NEW YORK, | $46.3M | 2012 | |||||
GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched ACCURATE INVESTMENT SOLUTIONS, INC. · 801-67529 Also on Allocators | SEVEN FIELDS, | $331M | 2012 | ||||
| $53.6M | 2026 | ||||||
| $51.4M | 2026 | ||||||
| SARASOTA, | $49.2M | 2026 | |||||
| SARATOGA SPRINGS, | $48.7M | 2026 | |||||
| YARDLEY, | $38.1M | 2012 | |||||
| $47.1M | 2026 | ||||||
FINANCIAL SOLUTIONS ASSOCIATES Registered adviser · RIA / Wealth · matched SUSTAINABLE INVESTMENT SOLUTIONS, LLC · 801-120911 | DEDHAM, | $153M | 1 | 2011 | |||
INSIGHT INVESTMENT SOLUTIONS Registered adviser · RIA / Wealth · matched INSIGHT INVESTMENT SOLUTIONS, LLC | EUGENE, | $35.2M | 2026 | ||||
| $26.6M | 2026 | ||||||
| PHILADELPHIA, | $24.5M | 2026 | |||||
| COLLINSVILLE, | $29.0M | 2026 | |||||
| $18.4M | 2026 | ||||||
| CLEARWATER, | $11.8M | 2012 | |||||
| HIGHLANDS, | $9.0M | 2026 | |||||
| $5.9M | 2026 | ||||||
HERRINGTON INVESTMENT SOLUTIONS Registered adviser · RIA / Wealth · matched HERRINGTON INVESTMENT SOLUTIONS, INC. | $5.6M | 2026 | |||||
| $4.9M | 2026 | ||||||
| MESA, | $2.5M | 2026 | |||||
| LOS GATOS, | 2012 | ||||||
| FOLSOM, | 1 | 2026 | |||||
| SAN FRANCISCO, | 2012 | ||||||
| CORK, | 2023 | ||||||
| PLANO, | $230,000 | 2026 | |||||
T.I.P.S. 4 REPS Registered adviser · RIA / Wealth · matched INTEGRATED RETIREMENT INVESTMENT SOLUTIONS, LLC | $10.7M | 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.