DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| LUGANO - TICINO, | $1.1B | 1 | 2012 | |||||
| ST. CLOUD, | $351M | 7 | 2012 | |||||
| COVINGTON, | $1.5B | 13 | 2011 | |||||
| EAST AMHERST, | $975M | 8 | 2012 | |||||
| MECHANICSBURG, | $563M | 17 | 2016 | |||||
| EL PASO, | $700M | 12 | 2012 | |||||
| RED BANK, | $1.1B | 4 | 2013 | |||||
| PITTSBURGH, | $390M | 3 | 2012 | |||||
| DALLAS, | $456M | 2 | 2013 | |||||
| TROY, | $776M | 2012 | ||||||
| $384M | 2 | 2017 | ||||||
| BLOOMINGTON, | $318M | 2 | 2012 | |||||
| HUNTSVILLE, | $208M | 3 | 2012 | |||||
| BOWLING GREEN, | $504M | 2012 | ||||||
| ASHLAND, | $176M | 1 | 2012 | |||||
| $139M | 3 | 2025 | ||||||
| WALLA WALLA, | $104M | 2 | 2026 | |||||
| KING OF PRUSSIA, | $102M | 2011 | ||||||
LYNCH FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched LYNCH FINANCIAL ADVISORS, INC · 801-136715 | ROSEVILLE, | $113M | 2026 | |||||
| CEDAR PARK, | $105M | 2026 | ||||||
LIGHTHOUSE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched LIGHTHOUSE FINANCIAL ADVISORS, INC. · 801-68468 | NEW MARKET, | $462M | 2012 | |||||
| LAGUNA HILLS, | $93.5M | 2026 | ||||||
| SAINT LOUIS, | $25.1M | 2026 | ||||||
| FRISCO, | $20.7M | 2026 | ||||||
| $19.6M | 2026 | |||||||
| COCOA BEACH, | $18.9M | 2026 | ||||||
LEVERAGE FINANCIAL ADVISORY Registered adviser · RIA / Wealth · matched LEVERAGE FINANCIAL ADVISORY, LLC | WILMINGTON, | $17.3M | 2026 | |||||
LOVETT ADVISORS Registered adviser · RIA / Wealth · matched LOVETT FINANCIAL ADVISORS LLC · 801-79299 | WILMINGTON, | $100M | 2011 | |||||
| TOWSON, | $16.7M | 2026 | ||||||
LIFETIME FINANCIAL ADVISORS LLC Registered adviser · RIA / Wealth · matched LIFETIME FINANCIAL ADVISORS, LLC | WOOSTER, | $14.3M | 2026 | |||||
| $13.8M | 2019 | |||||||
THE FINANCIAL PRESERVE AT LONIER FINANCIAL ADVISORY LLC Registered adviser · RIA / Wealth · matched LONIER FINANCIAL ADVISORY LLC | $32.6M | 2026 | ||||||
| $2.3M | 2026 | |||||||
| 1 | 2023 | |||||||
| 1 | 2022 | |||||||
TRIPLE CROWN WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched LEXINGTON FINANCIAL ADVISORS, LLC | LEXINGTON, | $14.3M | 2026 | |||||
| NEW YORK, | $571,000 | 2026 | ||||||
| 2023 | ||||||||
| BOSTON, | 2025 | |||||||
| ELLICOTT CITY, | 2026 | |||||||
| 2026 | ||||||||
| HURST, | 2026 | |||||||
| ENCINITAS, | 2026 | |||||||
| SCOTTSDALE, | 2026 | |||||||
| TIOGA, | 2026 | |||||||
| LITTLE FALLS, | 2026 | |||||||
Strategic Blueprint, LLC Family office · Family offices · matched LFA Private Wealth Management Also on RIA / Wealth Management | Atlanta, | $2.5B | 6 | |||||
Sanctuary Advisors, LLC Firm · Venture · matched Alfa Advisory · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| Wilmington, | $107M | 10 | 1 | 4 | 2024 | |||
| Washington, | $615M | 1 | 2024 |
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.