DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 4 | ||||||||
| Sherman Oaks, | 414 | |||||||
| Franklin Park, | 371 | |||||||
| 2 | 1 | |||||||
| 4 | 2 | 5 | ||||||
| PLANO, | $803M | 23 | 2019 | |||||
| MAITLAND, | $70.0M | 2026 | ||||||
THREADLINE WEALTH Registered adviser · RIA / Wealth · matched MOSS ADAMS WEALTH ADVISORS LLC · 801-58074 | BELLEVUE, | $5.8B | 22 | 2012 | ||||
| KIRKLAND, | $6.4M | 2026 | ||||||
| Charlotte, | 231 | |||||||
| Goleta, | 140 | |||||||
| SCOTTSDALE, | $216M | 2012 | ||||||
| Houston, | 156 | |||||||
| 1993 | ||||||||
D. MOSS WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched DARREN MOSS WEALTH MANAGEMENT LLC | $25.1M | 2026 | ||||||
| $1.8M | 2024 | |||||||
| Grand Rapids, | 131 | |||||||
| North Haven, | 664 | |||||||
| North Haven, | 440 | |||||||
| 1 | 1 | 2026 | ||||||
| Conyers, | 215 | |||||||
| South Bend, | 161 | |||||||
| Knoxville, | 174 | |||||||
| Los Angeles, | 149 | |||||||
| Lubbock, | 89 | |||||||
| Jonestown, | 76 | |||||||
| Sioux City, | 76 | |||||||
| Egg Harbor City, | 1 | |||||||
Hmia, L.L.C. Company · Sponsors · matched HARTWIG MOSS INSURANCE AGENCY · Insurance agencies brokerage | New Orleans, | 65 | ||||||
| 1982 | ||||||||
Spc | 1998 | |||||||
| 2007 | ||||||||
| 2002 | ||||||||
| 1983 | ||||||||
WESLEY HANES MOSS Person · RIA / Wealth · CAPITAL INVESTMENT ADVISORS, LLC Also on Private Equity, Venture Capital | 1998 | |||||||
| 1996 | ||||||||
| 1999 | ||||||||
| 2010 | ||||||||
| 1997 | ||||||||
| 1987 | ||||||||
| 1997 | ||||||||
| 2000 | ||||||||
| 1991 | ||||||||
| 1983 | ||||||||
| 1998 | ||||||||
| 2000 | ||||||||
| 2014 | ||||||||
| 2004 | ||||||||
| 2016 | ||||||||
| 2014 |
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.