DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Lower middle market | Provo, | $8.8B | 2 | 15 | 2022 | |||
| South Jordan, | 112 | |||||||
| SAINT LOUIS, | $5.5B | 68 | 2012 | |||||
| CHESTERFIELD, | $1.4B | 27 | 2 | 2019 | ||||
LARSON FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched LARSON FINANCIAL SERVICES, INC. | CEDAR PARK, | $105M | 2026 | |||||
| 1994 | ||||||||
| $59.9M | 2026 | |||||||
LARSON WEALTH PARTNERS Registered adviser · RIA / Wealth · matched LARSON WEALTH PARTNERS, LLC · 801-119081 | MINNEAPOLIS, | $152M | 2020 | |||||
| $186M | 1 | 2021 | ||||||
| Suwanee, | 533 | |||||||
| WEST BEND, | $59.2M | 2026 | ||||||
| Attleboro, | 8 | 81 | ||||||
| MESA, | $37.1M | 2026 | ||||||
| Bellingham, | 251 | |||||||
| Milpitas, | 140 | |||||||
| Williamsport, | 599 | |||||||
| White Bear Lake, | 265 | |||||||
| CEDAR CITY, | $140M | 2 | 2026 | |||||
| 2026 | ||||||||
| 2015 | ||||||||
| Scottsdale, | 56 | |||||||
| Minneapolis, | $208M | 2024 | ||||||
| 2012 | ||||||||
| 2012 | ||||||||
| 2014 | ||||||||
| Clarkston, | 2,655 | |||||||
| 2026 | ||||||||
| Des Moines, | 72 | |||||||
| Pewaukee, | 551 | |||||||
| Plymouth, | 221 | |||||||
| Portland, | 80 | |||||||
| San Pedro, | 76 | |||||||
| Chicago, | 64 | |||||||
| Minneapolis, | 64 | |||||||
LARSON CAPITAL FUND VIQ, LLC Fund · RIA / Wealth · LARSON CAPITAL MANAGEMENT, LLC Also on Private Equity, Real Estate Funds | $5.0M | 56 | 2019 | |||||
LARSON CAPITAL ROCHESTER, LLC Fund · RIA / Wealth · LARSON CAPITAL MANAGEMENT, LLC Also on Private Equity | $7.5M | 47 | 2023 | |||||
| 1998 | ||||||||
| 1989 | ||||||||
| 1985 | ||||||||
| 2000 | ||||||||
| 1984 | ||||||||
Savvy | 1980 | |||||||
| 2013 | ||||||||
| 1991 | ||||||||
| 2004 | ||||||||
| 2005 | ||||||||
| 1981 | ||||||||
| 2001 | ||||||||
| 2005 |
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.