DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| Rockville, | 1,205 | |||||||
| SAN FRANCISCO, | $623M | 5 | 2021 | |||||
| New York, | 65 | |||||||
| 2001 | ||||||||
| 2009 | ||||||||
| 2008 | ||||||||
OSCAR RAFAEL MESORANA COLON Person · RIA / Wealth · matched OSCAR RAFAEL MESORANA · POPULAR SECURITIES, LLC | 2000 | |||||||
| SAN FRANCISCO, | $1.1B | 1 | 2026 | |||||
| 5 | 2 | |||||||
| PITTSBURGH, | $440M | 1 | 2012 | |||||
| $1.3M | 10 | 2024 | ||||||
| $21.0M | 2026 | |||||||
| $3.1M | 40 | 2021 | ||||||
| Marshfield, | 378 | |||||||
| Jacksonville, | 125 | |||||||
| Irving, | 94 | |||||||
| Piscataway, | 70 | |||||||
| 2024 | ||||||||
| Plano, | 60 | |||||||
| $52.9M | 92 | 2021 | ||||||
| Coppell, | 1 | |||||||
| $40.1M | 140 | 2021 | ||||||
GEORGE WALTON JAMESON Person · RIA / Wealth · matched GEORGE WALTON JAMESON JR · CAPITAL WEALTH GROUP LLC | 2000 | |||||||
| 2008 | ||||||||
| 1997 | ||||||||
| 1997 | ||||||||
| 1986 | ||||||||
| 2015 | ||||||||
| 1999 | ||||||||
| 2013 | ||||||||
| 1997 | ||||||||
| 1997 | ||||||||
JAMESON ALAN VAN HOUTEN Person · RIA / Wealth · matched JAMESON ALAN VANHOUTEN · BEACON POINTE ADVISORS, LLC | 2002 | |||||||
| 2016 | ||||||||
| 2014 | ||||||||
| 2015 | ||||||||
| 2004 | ||||||||
| 1993 | ||||||||
| 2008 | ||||||||
| 2016 | ||||||||
| 2016 | ||||||||
| 1994 | ||||||||
| 2012 | ||||||||
| 1997 | ||||||||
| 2002 | ||||||||
| 2014 | ||||||||
| 2015 | ||||||||
| 2016 | ||||||||
| 2009 |
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.