DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | ||||||||
| Johnston, | 156 | |||||||
LEAN PURSE ADVISORS Registered adviser · RIA / Wealth · matched LEAN PURSE ADVISORS, L.L.C. · 801-111755 | 2017 | |||||||
| Santa Clara, | 438 | |||||||
| Austin, | 112 | |||||||
| Milpitas, | 71 | |||||||
| San Francisco, | 97 | |||||||
| Beaverton, | 68 | |||||||
| Baltimore, | 68 | |||||||
| 2026 | ||||||||
| Boulder, | 177 | |||||||
Clean Energy Venture Management, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Boston, | $396M | 137 | 2 | 34 | 2022 | ||
| Needham, | 1 | |||||||
| Beaverton, | 1 | |||||||
| 1998 | ||||||||
| 1997 | ||||||||
Kimberly Leander Turner Person · RIA / Wealth · matched KIMBERLY LEANDER MCCOY · THRIVENT INVESTMENT MANAGEMENT INC. | 2008 | |||||||
COLLEEN LEANNE PETERSON Person · RIA / Wealth · matched COLLEEN LEANNE SIZEMORE · STRATEGIC ADVISERS LLC | 1996 | |||||||
| 2003 | ||||||||
Ashley LeAndra Ottens Person · RIA / Wealth · matched Ashley LeAndra VanHuizen · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2010 | |||||||
BRENDA LEANN ANDERSON Person · RIA / Wealth · matched Brenda Leann Heuss · BRIDGES INVESTMENT MANAGEMENT INC | 2004 | |||||||
FREDERICK LEANO Person · RIA / Wealth · matched FREDERICK LEANO WALKER · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015 | |||||||
| 1998 | ||||||||
| 2006 | ||||||||
Tracey Leanne Love Person · RIA / Wealth · matched Tracey Leanne Womble · THRIVENT INVESTMENT MANAGEMENT INC. | 2005 | |||||||
AMANDA LEANN SEWELL Person · RIA / Wealth · matched AMANDA LEANN SMITH · VALIC FINANCIAL ADVISORS, INC. | 2014 | |||||||
| 2009 | ||||||||
JEANETTE LEANN MCCORMICK Person · RIA / Wealth · matched JEANETTE LEANN MCCOMICK · WILLIAMSON LEGACY GROUP, LLC | 2002 | |||||||
| 2014 | ||||||||
| 2014 | ||||||||
Kristen Leanne O'Brien Person · RIA / Wealth · matched KRISTEN LEANNE OBRIEN · CORDA INVESTMENT MANAGEMENT, LLC | 1993 | |||||||
| 1993 | ||||||||
| 1996 | ||||||||
Reagan LeAnn Helfand Person · RIA / Wealth · matched REAGAN LEANN CURRY · OAKWELL PRIVATE WEALTH MANAGEMENT | 2004 | |||||||
| 2016 | ||||||||
STACY LEANN MORRIS Person · RIA / Wealth · matched STACY LEANN GIBSON · AMERIPRISE FINANCIAL SERVICES, LLC | 1997 | |||||||
| 2015 | ||||||||
Captrust | 2003 | |||||||
| 1997 | ||||||||
| 2009 | ||||||||
| 1982 | ||||||||
| 2007 | ||||||||
| 2005 | ||||||||
HOLLY LEANNE ADAMS Person · RIA / Wealth · matched HOLLY LEANNE MCCAA · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014 | |||||||
| 1994 | ||||||||
Kelly Leann Conner Haslbeck Person · RIA / Wealth · matched KELLY LEANN CONNER · CLARION WEALTH MANAGEMENT PARTNERS | 2015 | |||||||
| 2016 | ||||||||
| 2007 | ||||||||
| 2006 | ||||||||
| 2016 |
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.