DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
J. W. COLE ADVISORS, INC. Registered adviser · RIA / Wealth · matched JONATHAN ROBERTS ADVISORY GROUP, INC. · 801-60722 | TAMPA, | $8.2B | 494 | 2012 | |||
JONATHAN ROBERTS Person · RIA / Wealth · KLINGENSTEIN FIELDS ADVISORS Also on Private Equity, Venture Capital | 1986 | ||||||
Jonathan Roberts Person · Private equity · Limited Partner, Klingenstein Fields Advisors Also on Venture Capital, RIA / Wealth Management | 1 | ||||||
| 2008 |
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.