DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $29.0M | 1 | 2 | ||||||
| · probable Unsized | Newport Beach, | $40.8M | 2 | 4 | 2016 | |||
| $9.3M | 38 | 2023 | ||||||
SIMPLIFIED WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched SIMPLIFIED WEALTH MANAGEMENT, LLC · 801-123772 | HATTIESBURG, | $226M | 7 | 2022 | ||||
CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC Registered adviser · RIA / Wealth · 801-119139 Also on Allocators | $444M | 1 | 2020 | |||||
| SAN DIEGO, | $276M | 1 | 2012 | |||||
| NEW YORK, | $88.5M | 1 | 2022 | |||||
| COSTA MESA, | $65.0M | 1 | 2011 | |||||
SIMPLIFIED FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched SIMPLIFIED FINANCIAL PARTNERS, LLC | CALUMET, | $78.2M | 2026 | |||||
Pension Plan for Employees of the Govt of Canada Locally Engaged in the Usa-Qualified Pension Plan Plan · Allocators · Treasury Board of Canada(dfait-Les Services Bureau) | $142M | 23 | 9 | 1 | 2025 | |||
| CLOVIS, | $51.3M | 2026 | ||||||
| SAN DIEGO, | $44.6M | 2026 | ||||||
One Brick Select Private Credit Qualified Fund I LP Capital provider · Sponsors · matched CAPTRUST Oak Hill Select Private Credit Qualified Fund LP | West Conshohocken, | $15.6M | ||||||
| BARRINGTON, | $23.1M | 2026 | ||||||
| $9.7M | 2026 | |||||||
SIMPLIFIED PLANNING AND INVESTMENTS Registered adviser · RIA / Wealth · matched SIMPLIFIED PLANNING AND INVESTMENTS LLC | JOHNSTON, | $8.4M | 2026 | |||||
| Morristown, | $3.1M | |||||||
American Postal Workers Union Officers' Qualified Retirement Plan Plan · Allocators · American Postal Workers Union, Afl-Cio | Washington, | $120M | 7 | 3 | 1 | 2024 | ||
HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS Registered adviser · RIA / Wealth · matched HOLIFIELD FINANCIAL ADVISORY SERVICES, INC · 801-116854 | SAINT PETERSBURG, | 2011 | ||||||
| 2024 | ||||||||
| WINSTON-SALEM, | 2012 | |||||||
| DALLAS, | $45,213 | 2026 | ||||||
| SANDUSKY, | 2026 | |||||||
| 2026 | ||||||||
| Cleveland, | $831M | 2024 | ||||||
| $14.7M | 2026 | |||||||
| Prairie Village, | $6.8M | 3 | ||||||
| Falls Church, | $104M | 2024 | ||||||
| Fort Worth, | 672 | |||||||
| Souderton, | 194 | |||||||
| Orlando, | 253 | |||||||
| Columbus, | 190 | |||||||
| San Francisco, | 177 | |||||||
| Naperville, | 152 | |||||||
| Addison, | 100 | |||||||
| Katy, | 103 | |||||||
| Houston, | 120 | |||||||
| Aliquippa, | 86 | |||||||
| Needham, | 105 | |||||||
| Mableton, | 78 | |||||||
| Charleston, | 76 | |||||||
| Norfolk, | 64 | |||||||
Integrated Commissioning & Qualification Consultants Corp. Company · Sponsors · Management consulting | Denver, | 56 | ||||||
| Cliff, | 54 | |||||||
| Schenectady, | $15.3M | 2025 | ||||||
| Austin, | 50 | |||||||
| Doral, | $8.2M | 2024 | ||||||
Amplified Sciences, Inc. Company · Venture · matched Amplified Sciences, LLC · Form D equity offering | West Lafayette, | 2 | ||||||
| Emeryville, | 1 | 2 | ||||||
| Flint, | 591 |
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.