DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| $362,251 | 2024 | |||||||
| Fort Smith, | 188 | |||||||
| Morriston, | 76 | |||||||
| 1996 | ||||||||
| 2011 | ||||||||
| 2006 | ||||||||
| 2013 | ||||||||
| 1983 | ||||||||
| 1989 | ||||||||
| 2015 | ||||||||
Eugene and Marilyn Glick Foundation Corporation Allocator · Allocators · 100M-1B Also on Family Offices | Indianapolis, | $298M | 49 | 4 | 20 | 2025 | ||
| Moraga, | 1 | |||||||
| · probable Unsized | New York, | $1.1B | 5 | 6 | 2005 | |||
ATWATER MALICK Registered adviser · RIA / Wealth · matched ATWATER MALICK, LLC · 801-107806 Also on Private Equity | LANCASTER, | $687M | 3 | 2016 | ||||
| · probable Unsized | Charlotte, | $410M | 1 | 4 | ||||
| $832M | 2 | 2013 | ||||||
| COLUMBIA, | $168M | 3 | 2025 | |||||
| SMITHTOWN, | $174M | 2 | 2024 | |||||
RALICKI WEALTH MANAGEMENT & TRUST SERVICES Registered adviser · RIA / Wealth · matched RALICKI & COMPANY, P.A. · 801-124724 | STUART, | $129M | 3 | 2022 | ||||
| $18.7M | 2026 | |||||||
HOLLY STREET WEALTH ADVISORS Registered adviser · RIA / Wealth · matched HULICK CAPITAL MANAGEMENT LLC · 801-107190 | PASADENA, | $145M | 2013 | |||||
| $250,000 | 2016 | |||||||
| 1 | 2023 | |||||||
| PALM DESERT, | $131,428 | 2026 | ||||||
Kulicke & Soffa Industries Inc Pension Plans Allocator · Allocators · matched Kulicke & Soffa Industries Inc | Singapore, | |||||||
| ORLANDO, | $44.2M | 2026 | ||||||
| Newark, | $19.5M | 2023 | ||||||
Licking Rehabilitation Services, Inc. Rehab Associates Newark Company · Sponsors · Other personal services | Heath, | 75 | ||||||
| New Albany, | 1,388 | |||||||
| Bloomington, | 1,197 | |||||||
| Indianapolis, | 849 | |||||||
| San Diego, | 713 | |||||||
| Fort Washington, | 675 | |||||||
| Carson City, | 593 | |||||||
| New York, | 567 | |||||||
| New Albany, | 553 | |||||||
| Milwaukee, | 404 | |||||||
| Urbana, | 330 | |||||||
| Akron, | 214 | |||||||
| South Bend, | 185 | |||||||
| Seattle, | 120 | |||||||
| New York, | 165 | |||||||
| Atlanta, | 108 | |||||||
| Hampton, | 120 | |||||||
| Holyoke, | 97 | |||||||
| St. Louis, | 91 | |||||||
| Hermosa Beach, | 62 | |||||||
| $323M | 6 | 9 | 2032 | |||||
| Latham, | 75 |
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.