DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
MFS INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched MASSACHUSETTS FINANCIAL SERVICES COMPANY · 801-17352 Also on Private Credit | BOSTON, | $514B | 2011 | |||||
| 1 | 2022 | |||||||
| 1 | 2022 | |||||||
| ROCK ISLAND, | $640M | 210 | 2015 | |||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Morris Financial Services Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
Meketa Investment Group Inc Firm · Private equity · matched Meketa Fiduciary Services, LLC (relying Adviser) | · probable Unsized | Westwood, | $9.7B | 1 | 11 | |||
| SPRINGFIELD, | $14B | 2012 | ||||||
| MARSHFIELD, | $798M | 4 | 2012 | |||||
| KENTWOOD, | $515M | 8 | 2020 | |||||
| · probable Unsized | London, | $786M | 5 | 1 | 10 | 2014 | ||
| 1 | 2024 | |||||||
| MARSHALL, | $463M | 3 | 2012 | |||||
| SAFETY HARBOR, | $361M | 3 | 2024 | |||||
| OVERLAND PARK, | $642M | 2012 | ||||||
MADRONA FINANCIAL & CPAS Registered adviser · RIA / Wealth · matched MADRONA FINANCIAL SERVICES, LLC · 801-63693 | EVERETT, | $692M | 9 | 2012 | ||||
| OVERLAND PARK, | $537M | 2012 | ||||||
| NORTHBROOK, | $482M | 2012 | ||||||
MFP STRATEGIES Registered adviser · RIA / Wealth · matched MOLEWSKI FINANCIAL SOLUTIONS LLC · 801-57622 | BETHLEHEM, | $4.3B | 2012 | |||||
| OVERLAND PARK, | $395M | 2012 | ||||||
| OVERLAND PARK, | $300M | 2012 | ||||||
| CHICO, | $134M | 2 | 2022 | |||||
INVISTA ADVISORS Registered adviser · RIA / Wealth · matched MCDONALD FINANCIAL SERVICES, LLC · 801-107431 | MONTGOMERY, | $444M | 8 | 2016 | ||||
| OVERLAND PARK, | $278M | 2012 | ||||||
| OVERLAND PARK, | $232M | 2012 | ||||||
| HOUSTON, | $58.0M | 7 | 2012 | |||||
| MAPLE GROVE, | $208M | 2012 | ||||||
| OVERLAND PARK, | $177M | 2012 | ||||||
| FORT WORTH, | $117M | 3 | 2026 | |||||
| CINCINNATI, | $212M | 2012 | ||||||
| ROSEVILLE, | $207M | 2011 | ||||||
| OVERLAND PARK, | $173M | 2012 | ||||||
| OVERLAND PARK, | $183M | 2012 | ||||||
| DANSVILLE, | $176M | 2019 | ||||||
| OVERLAND PARK, | $168M | 2012 | ||||||
| CANON CITY, | $156M | 2011 | ||||||
| WHEATON, | $145M | 2012 | ||||||
THE MUTUAL FUND STORE Registered adviser · RIA / Wealth · matched TMFS - SPRINGFIELD, LLC · 801-62835 | SPRINGFIELD, | $147M | 2012 | |||||
| ALBUQUERQUE, | $171M | 2011 | ||||||
THE MUTUAL FUND STORE Registered adviser · RIA / Wealth · matched TMFS-PHILADELPHIA I, LLC · 801-68440 | EAST NORRITON, | $146M | 2012 | |||||
| OVERLAND PARK, | $148M | 2012 | ||||||
| SAN JUAN CAPISTRANO, | $127M | 1 | 2025 | |||||
| OVERLAND PARK, | $127M | 2012 | ||||||
| KINGWOOD, | $120M | 1 | 2026 | |||||
| LAS VEGAS, | $118M | 2012 | ||||||
| BRENTWOOD, | $135M | 2012 | ||||||
| NEW YORK, | $113M | 2013 | ||||||
| FEDERAL WAY, | $103M | 2012 | ||||||
| MAUMEE, | $118M | 2012 | ||||||
| CRANBERRY TOWNSHIP, | $105M | 2012 | ||||||
| WAUKESHA, | $121M | 2011 |
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.