DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
LIBERTY WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-112351 Also on Independent Sponsors | OAKLAND, | $1.7B | 25 | 2017 | ||
| OAKLAND, | $357M | 2012 | ||||
| SANTA ANA, | $45.0M | 2011 | ||||
| HILTON HEAD ISLAND, | $46.5M | 2026 | ||||
| NAPLES, | $1.8B | 2012 | ||||
| STAMFORD, | $184M | 2012 | ||||
LIBERTY WEALTH MANAGERS Registered adviser · RIA / Wealth · matched LIBERTY WEALTH MANAGERS LLC · 801-126337 | NEW YORK, | $59.9M | 1 | 2022 |
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.