DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||
|---|---|---|---|---|---|
| BUFFALO, | $103M | 2013 | |||
| GREENVILLE, | $221M | 2019 | |||
| GREENVILLE, | $65.2M | 2016 | |||
MILESTONE WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched MILESTONE WEALTH STRATEGIES LLC | COLUMBUS, | $19.1M | 2026 | ||
MILESTONE WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched JAMES F SCOTT INVESTMENTS LLC DBA MILESTONE WEALTH STRATEGIES | PLANO, | $8.0M | 2024 | ||
| $2.2M | 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.