DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| North Mankato, | 197 | |||||
| EL SEGUNDO, | $743M | 2012 | ||||
| HOUSTON, | $14.8M | 3 | 2013 | |||
| 2013 | ||||||
| 2016 | ||||||
| Bellevue, | 255 | |||||
| 2026 | ||||||
| 2008 | ||||||
| 2010 | ||||||
| Plano, | 123 | |||||
Kaye-Ann Brown Barrett Person · RIA / Wealth · matched KAYE-ANN MICHELLE BROWN · STATE FARM INVESTMENT MANAGEMENT CORP. | 2003 | |||||
KAYE HAVERSTOCK TAHILIANI Person · RIA / Wealth · matched KAYE EDWINNA HAVERSTOCK · SAVANT WEALTH MANAGEMENT | 2008 | |||||
| Chelsea, | 463 | |||||
Captrust | 2008 | |||||
| 1990 | ||||||
| 2002 | ||||||
| 2012 | ||||||
| 2012 | ||||||
ASHLEE KAYE MILLER Person · RIA / Wealth · matched ASHLEE KAYE FREEMAN · RAYMOND JAMES & ASSOCIATES, INC. | 2003 | |||||
| 2004 | ||||||
| 1989 | ||||||
| 2010 | ||||||
| 1992 | ||||||
ALESIA KAYE COFFMAN Person · RIA / Wealth · matched ALESIA KAYE FAIR · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015 | |||||
Danielle Kaye Margulis Person · RIA / Wealth · matched DANIELLE KAYE ROTHBERG · HIGHTOWER ADVISORS, LLC | 2009 | |||||
| 1983 | ||||||
KRISTIE KAYE GHEYSENS Person · RIA / Wealth · matched KRISTIE KAYE VINCENT · EDELMAN FINANCIAL ENGINES | 2002 | |||||
LAURA KAYE COOK Person · RIA / Wealth · matched LAURA KAYE GILPATRICK · FLOURISH FINANCIAL LIFE PLANNING | 2010 | |||||
| 2006 | ||||||
| 1990 | ||||||
| 1985 | ||||||
| 1973 | ||||||
| 2007 | ||||||
ANDREA KAYE FREEDMAN Person · RIA / Wealth · matched ANDREA KAYE BERGER · WESTPARK WEALTH ADVISORS, INC. | 1993 | |||||
| 1993 | ||||||
| 2006 | ||||||
HOLLY KAYE VALINOTTI Person · RIA / Wealth · matched HOLLY KAYE KRENIK · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1996 | |||||
| 2015 | ||||||
| 1991 | ||||||
| 1993 | ||||||
| 1995 | ||||||
| 1997 | ||||||
| 1989 | ||||||
| 1987 | ||||||
Nora Kaye Hans Person · RIA / Wealth · matched Nora Kaye Nevera · FOUNDATIONS INVESTMENT ADVISORS LLC | 2012 | |||||
| 2015 | ||||||
| 2010 | ||||||
| 2000 | ||||||
| 2004 | ||||||
| 1995 |
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.