DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 4 | |||||||
| Johnson City, | 256 | ||||||
| 2006 | |||||||
| 1999 | |||||||
| 1995 | |||||||
| 2013 | |||||||
JANE MARIE LALONDE SHEA Person · RIA / Wealth · matched JANE MARIE LALONDESHEA · CETERA INVESTMENT ADVISERS LLC | 1983 | ||||||
| 2014 | |||||||
| 2015 | |||||||
| 2015 | |||||||
| 2011 | |||||||
| 2013 | |||||||
| 2012 | |||||||
| 2016 | |||||||
| 2012 | |||||||
| 1983 | |||||||
| 2016 | |||||||
| 1985 | |||||||
| 1995 | |||||||
| 2011 | |||||||
| 2011 | |||||||
| 2008 | |||||||
| ALEXANDER CITY, | $243M | 2 | 2024 | ||||
| SACRAMENTO, | $19.3M | 2026 | |||||
| WEST COVINA, | $6.6M | 2026 | |||||
| Lewisburg, | 64 | ||||||
| Seattle, | 1 | ||||||
KELLY MARIE MCCLOY Person · RIA / Wealth · matched KELLY MARIE LALONDE · CONCURRENT INVESTMENT ADVISORS, LLC | 2004 | ||||||
| 2003 | |||||||
| 1998 | |||||||
| 1991 | |||||||
| 1998 | |||||||
| 2011 | |||||||
| 1999 | |||||||
| 2003 | |||||||
| 2014 | |||||||
| 2005 | |||||||
| 2015 | |||||||
| 2000 | |||||||
| 1990 | |||||||
| 2012 | |||||||
| 2002 | |||||||
| 2010 | |||||||
| 2015 | |||||||
| 1989 | |||||||
| 2010 | |||||||
| 1998 | |||||||
JAIME MARIE VILLALOVOS Person · RIA / Wealth · matched JAIME MARIE VILLALOBOS · TRANSAMERICA FINANCIAL ADVISORS, LLC | 2000 | ||||||
| 2011 | |||||||
| 1997 |
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.