DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| PLYMOUTH MEETING, | $5.2B | 19 | 2012 | |||||
| $3.6M | 2024 | |||||||
| $475,705 | 2026 | |||||||
| COVINGTON, | $1.5B | 13 | 2011 | |||||
| HOUSTON, | $809M | 5 | 2016 | |||||
| · candidate | Lakewood, | $504M | 10 | 2 | 2024 | |||
| LOS ANGELES, | $715M | 4 | 2024 | |||||
| BLOOMINGTON, | $318M | 2 | 2012 | |||||
| HAMBURG, | $181M | 4 | 2012 | |||||
KINGDOM LEGACY ADVISORS Registered adviser · RIA / Wealth · matched KINGDOM LEGACY ADVISORS CORPORATION · 801-132069 | $197M | 3 | 2025 | |||||
| BEND, | $333M | 2017 | ||||||
| $139M | 3 | 2025 | ||||||
| $175M | 1 | 2025 | ||||||
| $114M | 2011 | |||||||
| WYANDOTTE, | $61.0M | 2026 | ||||||
| VOORHEES, | $31.5M | 2026 | ||||||
| TOWSON, | $16.7M | 2026 | ||||||
| $13.6M | 2026 | |||||||
| CORONA, | $10.0M | 2026 | ||||||
| BRAINTREE, | $5.8M | 2026 | ||||||
| $4.1M | 2021 | |||||||
| STEVENSON RANCH, | $4.0M | 2026 | ||||||
| $4.0M | 2025 | |||||||
| LUBBOCK, | $2.2M | 2026 | ||||||
| 2 | 2026 | |||||||
FIRST UNITED LEGACY ADVISORS Registered adviser · RIA / Wealth · matched FIRST UNITED LEGACY ADVISORS LLC · 801-127079 | OAKLAND, | 2022 | ||||||
| 2026 | ||||||||
| CHAGRIN FALLS, | 2026 | |||||||
| OVERLAND PARK, | 2026 | |||||||
| 2026 | ||||||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| OVERLAND PARK, | $952M | 13 | 2016 | |||||
LEGACY FINANCIAL GROUP Registered adviser · RIA / Wealth · matched LEGACY FINANCIAL GROUP, LLC · 801-79803 | DES MOINES, | $1.0B | 9 | 2014 | ||||
LEGACY PARTNERS, LLC Registered adviser · RIA / Wealth · 801-72850 Also on Independent Sponsors, Private Equity | LOS ANGELES, | $778M | 10 | 2 | 2012 | |||
| TULSA, | $591M | 8 | 2012 | |||||
| · probable Lower middle market | Miami, | $3.1B | 2 | 1 | 23 | 2022 | ||
| OVERLAND PARK, | $403M | 3 | 2012 | |||||
| THE WOODLANDS, | $273M | 3 | 2024 | |||||
| MILWAUKEE, | $494M | 2012 | ||||||
| EXTON, | $157M | 3 | 2023 | |||||
| TRAVERSE CITY, | $123M | 2 | 2012 | |||||
Legacy Advisory Group Firm · Venture · matched Legacy Advisory Group, LLC · Registered investment adviser Also on RIA / Wealth Management | · candidate | Overland Park, | $34.8M | 4 | 3 | 2016 | ||
| HOUSTON, | $162M | 2012 | ||||||
LEGACY FINANCIAL GROUP Registered adviser · RIA / Wealth · matched LEGACY FINANCIAL GROUP, LLC · 801-113145 | TORRANCE, | $75.4M | 3 | 2012 | ||||
| OVERLAND PARK, | $162M | 2012 | ||||||
| · candidate | Lyndhurst, | $23.2M | 5 | 3 | 2017 | |||
| METAIRIE, | $111M | 2026 | ||||||
| WOODSTOCK, | $108M | 2026 | ||||||
| OVERLAND PARK, | $102M | 2026 |
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.