DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
M GROUP Registered adviser · RIA / Wealth · matched M GROUP INVESTMENT ADVISOR, LLC · 801-119994 Also on Allocators | $344M | 2 | 2020 | |||||
| · candidate | 1 | |||||||
| CHERAW, | $38.8M | 2 | 2012 | |||||
| 1 | ||||||||
| Kennett Square, | 583 | |||||||
| Livonia, | 79 | |||||||
| Wood Dale, | 65 | |||||||
M Financial Holdings Incorporated Company · Sponsors · matched M FINANCIAL GROUP · Insurance agencies brokerage | Portland, | 454 | ||||||
| PORTLAND, | $1.2B | 3 | 2012 | |||||
| PORTLAND, | $1.0B | 2012 | ||||||
| NASHVILLE, | $871M | 2011 | ||||||
| Los Angeles, | $45.9M | 3 | 3 | 2021 | ||||
| Phoenix, | 276 | |||||||
| Sacramento, | 135 | |||||||
| Mclean, | 98 | |||||||
| $105M | 3 | 2024 | ||||||
| $217M | 30 | 8 | 12 | 2024 | ||||
Middle market | New York, | $1.7B | 7 | 4 | 4 | 2018 | ||
| ROCHESTER, | $1.7B | 32 | 2011 | |||||
The Praedium Group LLC Manager · RE funds · matched The Praedium Group, LLC · 1b 5b Also on RIA / Wealth Management | · probable | New York, | $1.6B | 65 | 3 | 2024 | ||
| COLORADO SPRINGS, | $1.7B | 16 | 6 | 2012 | ||||
| Chattanooga, | $44B | 2025 | ||||||
NEW MILLENNIUM GROUP Registered adviser · RIA / Wealth · matched NEW MILLENNIUM GROUP, LLC · 801-120516 | SANDY, | $257M | 13 | 2021 | ||||
| Portland, | $1.4B | 36 | 12 | 6 | 2024 | |||
| CEDARHURST, | $431M | 2 | 2012 | |||||
| $507M | 2 | 2012 | ||||||
| · probable Lower middle market | Huntington, | $177M | 4 | 6 | 2015 | |||
| CINCINNATI, | $803M | 2011 | ||||||
Lower middle market | Boston, | $192M | 3 | 2 | 2024 | |||
| Chattanooga, | $937M | 2025 | ||||||
| NEWARK, | $276M | 10 | 2026 | |||||
| · probable | Pittsford, | $41.9M | 4 | 6 | ||||
| BURLINGTON, | $116M | 2 | 2012 | |||||
| RYE, | $289M | 2012 | ||||||
| New York, | $392M | 2025 | ||||||
| · probable Lower middle market | Houston, | $76.4M | 4 | 2 | 1 | 2023 | ||
| ST LOUIS, | $84.0M | 1 | 2012 | |||||
| SEWICKLEY, | $81.4M | 2 | 2022 | |||||
| · probable Lower middle market | Dallas, | $24.5M | 1 | 2 | ||||
| PENNINGTON, | $108M | 2017 | ||||||
RPG Family Wealth Advisory, LLC Family office · Family offices · matched Risk Paradigm Group Family Wealth Advisory Also on RIA / Wealth Management | Burlington, | $701M | 7 | |||||
| $67.6M | 2025 | |||||||
| $15.0M | ||||||||
VOISARD ASSET MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched VAM GROUP, INC. · 801-62198 | GRAND RAPIDS, | $589M | 6 | 2012 | ||||
| · probable Unsized | Grand Cayman, | $3.3M | 1 | 6 | 2014 | |||
| INDIAN WELLS, | $251M | 2 | 2017 | |||||
| PENSACOLA, | $1.7M | 2026 | ||||||
| INDIANAPOLIS, | $1.7M | 2026 | ||||||
| TRAVERSE CITY, | 2012 | |||||||
| HONG KONG, | 2015 |
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.