DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| ALPHARETTA, | $24B | 284 | 2012 | |||||
| TEWKSBURY, | $485M | 2012 | ||||||
MAYFLOWER ADVISORS Registered adviser · RIA / Wealth · matched MAYFLOWER FINANCIAL ADVISORS, LLC · 801-118381 | BOSTON, | $5.8B | 2 | 27 | 2020 | |||
| FREMONT, | $1.0B | 17 | 2015 | |||||
| NEW YORK, | $445M | 36 | 2011 | |||||
| New York, | $322M | 22 | 4 | 2022 | ||||
| Port Louis, | $1.9B | 5 | 11 | 2024 | ||||
| New York, | 454 | |||||||
| MACUNGIE, | $654M | 8 | 2025 | |||||
MCCLARREN FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched MCCLARREN FINANCIAL ADVISORS, INC. · 801-119274 | STATE COLLEGE, | $453M | 8 | 2020 | ||||
| DANBURY, | $519M | 3 | 2011 | |||||
Merit Fund Advisors Manager · RE funds · matched Merit Fund Advisors, LLC · Under 1b Also on Private Equity, RIA / Wealth Management | · candidate | Birmingham, | $141M | 14 | 3 | 2023 | ||
| NAPERVILLE, | $291M | 5 | 2022 | |||||
| WEBSTER, | $294M | 5 | 2026 | |||||
| HOLLISTON, | $284M | 2 | 2019 | |||||
| LARKSPUR, | $389M | 2011 | ||||||
| · probable Lower middle market | Kansas City, | $139M | 1 | 2 | 2024 | |||
MB Family Advisors Firm · Private equity · matched MB Family Advisors, LLC Also on Family Offices, RIA / Wealth Management | · probable Unsized | New York, | $166M | 1 | 1 | |||
| BELMONT, | $127M | 3 | 2025 | |||||
| DELAFIELD, | $215M | 2012 | ||||||
| ROCKFORD, | $124M | 2 | 2026 | |||||
| $170M | 2012 | |||||||
MADISON WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched MADISON FINANCIAL ADVISORS, LTD · 801-60390 Also on Private Equity | CINCINNATI, | $1.1B | 2012 | |||||
| $68.7M | 1 | 2011 | ||||||
| $54.2M | 1 | 2012 | ||||||
| PACIFIC GROVE, | $55.0M | 2 | 2012 | |||||
MONTAGE FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched MONTAGE FINANCIAL ADVISORS INC. | $100M | 2026 | ||||||
MELOTTE FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched MELOTTE FINANCIAL ADVISORS, LLC | GREEN BAY, | $97.6M | 2026 | |||||
MCS FAMILY WEALTH ADVISORS Registered adviser · RIA / Wealth · matched MCS FINANCIAL ADVISORS LLC · 801-36692 | $163M | 2 | 2012 | |||||
| $84.8M | 2026 | |||||||
MILLER, FLEMING & ASSOCIATES Registered adviser · RIA / Wealth · matched MILLER FLEMING & ASSOCIATES · 801-2820 | SAN FRANCISCO, | $38.0M | 1 | 2012 | ||||
| LINCOLN, | $27.7M | 2 | 2011 | |||||
| FRISCO, | $76.9M | 2026 | ||||||
| WESTLAKE VILLAGE, | $74.1M | 2026 | ||||||
| NEWTOWN SQUARE, | $66.1M | 2026 | ||||||
| TYNGSBORO, | $65.1M | 2026 | ||||||
| GILLETTE, | $48.9M | 2026 | ||||||
| $42.4M | 2026 | |||||||
MCKINLEY FINANCIAL Registered adviser · RIA / Wealth · matched MCKINLEY FINANCIAL ADVISORS INC · 801-136353 | BROOKVILLE, | $117M | 4 | 2026 | ||||
| $35.5M | 2026 | |||||||
| $28.6M | 2012 | |||||||
| $18.2M | 2012 | |||||||
| $28.1M | 2026 | |||||||
| DALLAS, | $17.1M | 2017 | ||||||
| SALIDA, | $25.4M | 2026 | ||||||
| $149,493 | 3 | 1 | ||||||
| $23.0M | 2025 | |||||||
| $22.6M | 2026 | |||||||
| $21.5M | 2026 | |||||||
| $10.2M | 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.