DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| LA JOLLA, | $22.3M | 2013 | ||||||
| CEDARHURST, | $431M | 2 | 2012 | |||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
| WESTWOOD, | $18B | 135 | 2012 | |||||
| SANTA BARBARA, | $17B | 136 | 2012 | |||||
| KANSAS CITY, | $11B | 156 | 2022 | |||||
MWM ADVISORY Registered adviser · RIA / Wealth · matched MWM ADVISORY SERVICES LLC · 801-106583 Also on Allocators | LOUISVILLE, | $70.9M | 2013 | |||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| LEXINGTON, | $5.0B | 58 | 2012 | |||||
Sanctuary Advisors, LLC Firm · Venture · matched Mercer Wealth Management · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| NAPLES, | $5.1B | 34 | 2022 | |||||
| VALPARAISO, | $39.4M | 2026 | ||||||
| EFFINGHAM, | $3.2B | 22 | 2023 | |||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched MJB Wealth Management Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
MARIDEA WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched MARIDEA WEALTH MANAGEMENT LLC · 801-129360 | BROOKLYN, | $959M | 38 | 2023 | ||||
| BANGOR, | $1.6B | 14 | 2015 | |||||
| COLUMBUS, | $1.9B | 9 | 2017 | |||||
| LONDON, | $7.4B | 1 | 2011 | |||||
| TOMAH, | $977M | 13 | 2017 | |||||
| MARIETTA, | $1.4B | 8 | 2015 | |||||
| · probable Lower middle market | Miami, | $3.1B | 2 | 1 | 23 | 2022 | ||
| SARATOGA SPRINGS, | $723M | 8 | 2011 | |||||
| ALEXANDRIA, | $648M | 9 | 2012 | |||||
| CHARLOTTESVILLE, | $686M | 9 | 2012 | |||||
| FORT WAYNE, | $364M | 22 | 2021 | |||||
MASCOMA WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched MASCOMA WEALTH MANAGEMENT LLC · 801-80982 | HANOVER, | $568M | 11 | 2015 | ||||
Eversource Wealth Advisors, LLC Firm · Private equity · matched Miller Wealth Management Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Birmingham, | $2.7B | 1 | 8 | 2022 | ||
| HOUSTON, | $707M | 10 | 2014 | |||||
| SAN RAFAEL, | $619M | 6 | 2012 | |||||
| LEOLA, | $590M | 9 | 2024 | |||||
| WAKEFIELD, | $1.1B | 3 | 2018 | |||||
| MINNEAPOLIS, | $872M | 3 | 2016 | |||||
| CARMEL, | $547M | 7 | 2018 | |||||
| VANCOUVER, | $410M | 8 | 2017 | |||||
MARION WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched MARION WEALTH MANAGEMENT, LLC · 801-122279 | MONROEVILLE, | $543M | 5 | 2021 | ||||
| SCHAUMBURG, | $312M | 9 | 2014 | |||||
| $507M | 4 | 2012 | ||||||
| LAWRENCE, | $579M | 4 | 2019 | |||||
| ANAHEIM, | $279M | 12 | 2023 | |||||
Strategic Blueprint, LLC Family office · Family offices · matched Midwest Wealth Management Also on RIA / Wealth Management | Atlanta, | $2.5B | 6 | |||||
| INDIANAPOLIS, | $445M | 4 | 2024 | |||||
MTC WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched MTC WEALTH MANAGEMENT LLC · 801-117300 | TAMPA, | $329M | 7 | 2019 | ||||
| ELLICOTT CITY, | $409M | 4 | 2020 | |||||
| $695M | 2 | 2020 | ||||||
| CINCINNATI, | $1.1B | 2012 | ||||||
PINE GROVE FINANCIAL GROUP Registered adviser · RIA / Wealth · matched MLG WEALTH MANAGEMENT, INC. · 801-118868 | WOODBURY, | $1.5B | 14 | 2020 | ||||
| CLINTON, | $425M | 3 | 2012 | |||||
| MAUMEE, | $242M | 7 | 2015 | |||||
| WESTWOOD, | $1.1B | 2019 | ||||||
| SAN DIEGO, | $292M | 4 | 2019 |
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.