DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Johnstown, | 107 | |||||||
| 2 | ||||||||
| CHARLOTTE, | $1.1B | 6 | 2012 | |||||
| SOLANA BEACH, | $2.4B | 2011 | ||||||
LAUREL WEALTH PLANNING Registered adviser · RIA / Wealth · matched LAUREL WEALTH PLANNING LLC · 801-79116 | EDINA, | $454M | 6 | 2014 | ||||
| LOS ANGELES, | $249M | 2012 | ||||||
| MARLTON, | $1.4B | 15 | 2025 | |||||
Belpointe Asset Management LLC Manager · RE funds · matched Laurel Wealth Solutions Also on RIA / Wealth Management | · probable Unsized | Reno, | 1 | 11 | 2017 | |||
| London, | 314 | |||||||
| 1985 | ||||||||
| $69.0M | 2024 | |||||||
| 2016 | ||||||||
| 2010 | ||||||||
| 1 | ||||||||
| 2012 | ||||||||
| 2005 | ||||||||
Laurel J Glass Person · RIA / Wealth · matched Laurel Jane Milne · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015 | |||||||
| $2.2M | 1 | 2 | ||||||
| 2001 | ||||||||
| 2003 | ||||||||
| 2008 | ||||||||
| 2014 | ||||||||
| 2000 | ||||||||
| Laurel, | 90 | |||||||
LAUREL MARIE LEE Person · RIA / Wealth · matched LAUREL MARIE CALVERY · ROBERT W. BAIRD & CO. INCORPORATED | 2012 | |||||||
| Brookville, | 158 | |||||||
| Sun Valley, | 71 | |||||||
LAUREL S TRAXLER Person · RIA / Wealth · matched LAUREL LESLIE SCOTT · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006 | |||||||
| Pleasant Grove, | 1 | |||||||
| Ligonier, | 110 | |||||||
| 1994 | ||||||||
| 2013 | ||||||||
LAUREL MARIE LINK Person · RIA / Wealth · matched LAUREL MARIE REEBER · VOYA FINANCIAL ADVISORS, INC. | 2006 | |||||||
| 2000 | ||||||||
LAUREL ANN MARKLEY Person · RIA / Wealth · matched LAUREL ANN SAWYER · RAYMOND JAMES & ASSOCIATES, INC. | 1997 | |||||||
| 2007 | ||||||||
| 2012 | ||||||||
Laurel Dianne Lane Person · RIA / Wealth · matched Laurel Dianne Michaud · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007 | |||||||
Laurel Fitzsimmons Person · RIA / Wealth · matched Laurel Sidle · HIGHLAND CONSULTING ASSOCIATES INC. | 2014 | |||||||
LAUREL JEAN RETTIG Person · RIA / Wealth · matched LAUREL JEAN WEIS · MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 2008 | |||||||
| 2001 | ||||||||
LAUREL PAIGE KUTLER Person · RIA / Wealth · matched LAUREL PAIGE BUCHANAN · ABLE FINANCIAL GROUP, LLC | 2014 | |||||||
| Charlotte, | 68 | |||||||
| 2011 | ||||||||
| 1999 | ||||||||
LAUREL G BACOGEORGE Person · RIA / Wealth · matched LAUREL ELIZABETH GRIFFIN · CREDIT UNION INVESTMENT SERVICES | 1999 | |||||||
| 2014 | ||||||||
Laurel Admin and Maint Employees Ret. Plan and Police Plan Combined Allocator · Allocators · matched LAUREL ADMIN & MAINT EMPL RET. PLAN AND POLICE PLAN COMBINED · <100M | $45.1M | 2023 | ||||||
LAUREL ELYSE COLEMAN Person · RIA / Wealth · matched LAUREL ELYSE ELLISON · TRUIST ADVISORY SERVICES, INC. | 2014 | |||||||
| 1993 |
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.