DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||
|---|---|---|---|---|---|
LEGACY WEALTH PLANNING GROUP Registered adviser · RIA / Wealth · matched LEGACY WEALTH PLANNING GROUP LLC | $34.4M | 2026 | |||
| RENO, | $343M | 2017 | |||
| BETHALTO, | $23.5M | 2025 | |||
| OVERLAND PARK, | $11.5M | 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.