DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| New York, | 1,414 | |||||||
| Hackettstown, | 84 | |||||||
| COLUMBUS, | $25.2M | 2026 | ||||||
| Haltom City, | 53 | |||||||
| Piscataway, | 61 | |||||||
| Bakersfield, | 60 | |||||||
| 2 | ||||||||
| Southfield, | 909 | |||||||
MARSJEWETT FINANCIAL GROUP Registered adviser · RIA / Wealth · matched MARS JEWETT FINANCIAL GROUP, INC. · 801-113548 | BELLEVUE, | $901M | 7 | 2018 | ||||
| Alpine, | 3 | |||||||
| Bakersfield, | 98 | |||||||
| Houston, | $11B | 2025 | ||||||
| · candidate | London, | $6.0B | 6 | 8 | 2022 | |||
| NEW YORK, | $2.7B | 2 | 2016 | |||||
| Austin, | 1 | |||||||
| $313M | 2 | 2012 | ||||||
| Lancaster, | $887M | 2025 | ||||||
ALVAREZ & MARSAL INVESTMENT MANAGEMENT LLC Registered adviser · RIA / Wealth · matched ALVAREZ & MARSAL INVESTMENT MANAGEMENT, LLC · 801-80601 | NEW YORK, | $123M | 2014 | |||||
| CENTRAL, | $8.3B | 7 | 2012 | |||||
| New York, | $18.8M | |||||||
MARSHFIELD ASSOCIATES Registered adviser · RIA / Wealth · matched MARSHFIELD ASSOCIATES, INC. · 801-70275 | WASHINGTON, | $8.1B | 10 | 2012 | ||||
| New York, | $8.8M | |||||||
| $2.8M | 1 | 2013 | ||||||
| PALM DESERT, | $33.2M | 2025 | ||||||
| New York, | 1 | |||||||
| 1990 | ||||||||
| 10 | 2025 | |||||||
MARSHALL & SULLIVAN, INC. Registered adviser · RIA / Wealth · matched MARSHALL & SULLIVAN INC · 801-16142 Also on Private Credit, Real Estate Funds | SEATTLE, | $473M | 5 | 2012 | ||||
| 6 | 2024 | |||||||
| $97.5M | 2026 | |||||||
MARSHALL WHITE, INVESTMENT ADVISOR Registered adviser · RIA / Wealth · matched WHITE, MARSHALL LEE · 801-64525 | $80.0M | 2012 | ||||||
| 2016 | ||||||||
| New York, | ||||||||
| $789,554 | 2026 | |||||||
| New York, | 4,083 | |||||||
MARSHALL WACE NORTH AMERICA L.P. Registered adviser · RIA / Wealth · 801-70586 Also on Independent Sponsors, Private Equity | NEW YORK, | $59B | 14 | 2012 | ||||
Upper middle market | Greenwich, | $6.2B | 23 | 7 | 8 | 2022 | ||
| $6,202 | 2026 | |||||||
| CARLSBAD, | 2026 | |||||||
FCI, Inc. Pension Plan for Bargaining Unit Employees - Marshalltown, Iowa Plan · Allocators · Fisher Controls International Inc. | Clayton, | $144M | 2025 | |||||
MARSHWINDS ADVISORY CO Registered adviser · RIA / Wealth · matched MARSHWINDS ADVISORY COMPANY · 801-31672 | ST SIMONS ISLAND, | $332M | 2012 | |||||
Lower middle market | Provo, | $8.8B | 2 | 15 | 2022 | |||
| HUNT VALLEY, | $736M | 14 | 2019 | |||||
| 13 | 2015 | |||||||
| $109M | 2 | 2016 | ||||||
| Arlington, | 467 | |||||||
| Marshfield, | 421 | |||||||
| 1 | ||||||||
| Roswell, | 201 | |||||||
| Elgin, | $3.2M | 2 | 1 | 1 | 2024 |
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.